We're excited to share our new feature: Generate Canvas Dashboard directly in Reporting.

☔ Why we built this​

1. Can't generate Canvas dashboard from Quick dashboard in Reporting: Previously, converting a dashboard from version 3.0 → version 4.0 always navigated you to Development (even when “Edit on Reporting” was turned on), which:
   • Disrupts your editing workflow when you expect to continue your work in Reporting but are redirected to Development instead.
   • Restricts Explorers from converting Quick dashboards into Canvas dashboards, including those in their personal workspace.
2. Can't select the destination folder to save the generated Canvas dashboard: All dashboards created from Development are automatically placed in the public root folder.

⭐ What's new​

• Generate directly in Reporting: Convert Quick Dashboards to Canvas in Reporting without navigating to Development (when Dashboard Editing on Reporting = ON).
• Explorer self-serve migration: Explorers can now generate Canvas dashboards, including from their Personal workspace.

📚 Documentation​

Learn how to convert your dashboard to the latest version: here.

We've launched Query Holistics Dataset via API, you can now query Holistics datasets (dimensions + metrics) outside of Holistics via API, and get results back as JSON.

That means the same governed metrics your dashboards use can power notebooks, internal tools, automations, and more.

Key benefits​

• One source of truth for metrics, everywhere. Teams often rebuild the same business logic in multiple places (data analysis tools, internal apps, pipelines). That creates drift ("why is revenue different here?") and slows everyone down. Now you can define once in Holistics and reuse everywhere.

• Unblocks real workflows beyond dashboards. Analysts want exploratory data analysis in notebooks; engineers want endpoints they can call; ops teams want automated actions. This feature makes all of that possible.

• Works with any tool. Jupyter/Python, terminal (curl), internal services, automation workflows. If it can make HTTP requests, it can query your Holistics dataset.

We are happy to announce a small but meaningful update to your exploration experience: Simplified Field Description.

☔ The Problem​

Data exploration can feel overwhelming when you just want to know what a field is, not how it was built.Previously, hovering over a field displayed everything at once:

• Field Name & Description
• Field ID & Data Type
• Complex SQL Logic

For many users, this created a "wall of technical text" that obscured the actual business definition they were looking for.

⭐ What’s changed​

We have redesigned how field details are displayed to prioritize clarity

• Clean by default: Now, when you hover over a field, we only show you the essentials—the Label, and the Description. This helps you get the context you need immediately, without the noise.
• Technical details on demand: Don't worry, we haven't removed the technical details! For Analysts and Editors who need to debug logic or check source paths, you can simply click "Show Definition" (or the expand icon) to reveal the full Model Name, Field ID, and Formula/SQL.

We're excited to announce a major upgrade to operational governance. Admins now have direct access and full control over any user's personal workspace content, eliminating the need for mandatory impersonation.

🌟 Key Benefits​

• Eliminate impersonation friction: No more slow, inconvenient switching to manage or modify content across multiple users’ personal workspaces (especially for dependency cleanup).
• Full Admin coverage: Admins will be able to manage or clean up content within other Admin accounts. This resolves the current limitation where Admins cannot impersonate one another.

For full detail, you can check our public doc here: Manage users' personal content.

Hi team,

We’ve shipped a small UX improvement that makes it quicker to access settings while editing Canvas dashboards.

🌟 What's Changed​

Previously, to open a context menu, you had to hunt for the little … button on the component, creating friction while editing on Canvas dashboards.

Now, you can right-click to quickly open the context menu for a page/canvas, tab, or group of blocks.

Our search capability has expanded beyond dashboards, allowing you to find visualization blocks by name or description.

🌟 What's new​

• Deeper access: Jump straight to the exact visualization you’re looking for, even in large or complex dashboards.
• Less scrolling, more focus: Find relevant blocks instantly without needing to remember which dashboard they live in.

Visit our documentation to explore all of the search capabilities here.

We’re excited to share an important upgrade to collaborative editing in reporting dashboards. Teams can now work on the same dashboard at the same time with far less risk of losing each other’s work.

Key benefits​

• Confident team editing: work in parallel without losing each other's updates.
• Works across tabs and blocks: teammates can divide and conquer different parts of the dashboard.
• Predictable outcomes: when edits overlap, the latest save wins for that specific item (and previous versions are always preserved in history).
• Better self-service at scale: designed for teams where many contributors edit dashboards regularly.

⚙️ How we keep everyone’s changes​

Here’s how Holistics combines updates when multiple people edit IN PARALLEL:

• When someone clicks Edit, Holistics records the exact dashboard state they started from (basically: “this is the version I’m editing.”)
• When they click Save, we compare the “before” and “after” versions to understand the user’s intended updates (for example: reordering tabs, editing a block, resizing or moving blocks, changing the canvas size, updating dashboard settings, and more).

Therefore:

• If multiple users make changes to the same thing (e.g., editing the same block or renaming the dashboard title), the latest saved version is kept for that specific item.
• If multiple users make different changes in the same dashboard (e.g., User A edits Block A, User B edits Block B, User C adjusts canvas size), Holistics applies all of those updates together, so no one’s changes are lost.

We've shipped a performance improvement that makes saving edits on Canvas Dashboards significantly faster (often 2x faster), especially when you’ve made lots of changes in one editing session.

⚙️ What we changed (how we got the speedup)​

🐢 Before (slower path)​

• We tracked individual user actions during an edit session.
• Then we generated update code for each action (delete, resize, move, edit, etc.).
• With lots of interactions, that meant lots of processing → time-consuming at Save.

⚡ After (faster path)​

• Instead of caring about every single action, we now compare the dashboard version "before edit session" and "when user clicks save"
• We then generate the update code once, based on the final difference.
• Result: much less work during Save, and a noticeably faster saving experience, especially for “heavy edit” sessions.

We are excited to announce the upgraded the interaction between the Dataset Panel and the Viz Settings to help you build charts faster.

🌟 What's Changed​

Previously, clicking a field only added it to Tables. Now, you can click to add fields to any visualization type.

🧠 The logic​

The system maps your field to the best slot based on the Field Type (Dimension vs. Measure) and the Chart Type.

• Auto-Fill: If slots are empty, clicking a field fills them automatically.
• Quick Swap: If your chart is full, clicking a new field instantly replaces the existing one.

Both click-to-add and drag-and-drop are fully supported, so you can work whichever way feels most natural to you.

🔭The Vision​

This update is more than just a shortcut; it is a foundational step toward a cleaner Explore experience. Our goal is to move toward an Explore interface where the Viz Settings panel can remain collapsed by default, allowing you to focus purely on your data and the visualization.

We’re excited to announce Dynamic Content Blocks, now available in Canvas Dashboards!

Dynamic Content Blocks let you build custom, data-driven narratives and visual components using Markdown / HTML / CSS, and have them automatically update with live data from your models (no manual copy/paste into slides).

1. Narratives with Live Data​

Transform raw data into stories that drive action. Instead of forcing stakeholders to interpret complex charts, you can now deliver insights in plain language that refreshes automatically.

• Automated Insights: Generate commentary like "Revenue increased by 12.4% compared to Q2 2025" instead of static text.
• Executive Summaries: Highlight top performers, trends, and anomalies in natural language.
• Alert-style Messaging: Surface critical changes or thresholds in a readable format directly on the dashboard.

2. Custom Visualizations​

Break free from built-in chart types and create any visualization your business needs.

• Specialized Charts: Create Dumbbell charts, Kanban boards, calendar heatmaps, or custom gauges.
• Branded Layouts: Design product catalogs, metric cards, or KPI displays that match your exact company visual identity.
• Detailed Record Views: Build rich customer profiles or deal summaries that combine text, metrics, and formatting.

3. Custom Dashboard Controls​

You can even create custom controls for your dashboards, such as tailored filter or date drill interfaces, utilizing the freedom of HTML and cross-filtering mechanisms.

Notes & current limitations

• No JavaScript execution in templates (HTML/CSS only), for security reasons.
• Docs launch with 4 starter templates; we’ll expand the library over time.

👉 For full details and setup instructions, see: Dynamic Content Blocks | Holistics Docs.