Tracing and investigating file changes has never been easier!

🎉 What's New​

Now you can directly access your files on GitHub / GitLab with a single click, right from the Holistics interface:

• View source code directly in GitHub/GitLab
• Access Git blame to track code changes and authorship
• Review complete file history and previous versions

This enables seamless navigation between Holistics and your Git repository.

🏋 Why This Matters​

If you ever wondered "Who modified this data model?", "When did it happen?", or "Why?", then this feature is for you.

Our new Git integration lets you answer these questions instantly. Whether you're debugging an issue, reviewing changes, or understanding the evolution of your data models, you now have direct access to the full history and context of your code.

Give it a spin, and let us know your thoughts. Cheers! 🍻

Note: This feature is currently available for GitHub and GitLab repositories only. Support for other Git providers will be announced in future updates.

You can now fully customize Schedule and Alert messages with system variables! This gives you complete control over notification content while saving time with dynamic variables.

Key Features​

• Full message customization (no more fixed templates!)
• System variables support (e.g., {{dashboard title}}, {{this month}})
• Live preview functionality
• One-click restore to default template

Timeline​

• ✅ Custom message for Email schedules & alerts: Available now
• 🔜 Custom message for Slack schedules & alerts: Coming in Early March

Documentation​

• Data Schedule
• Data Alert

You can now connect to Snowflake using key/pair authentication instead of the regular username/password.

When your Private Key is specified, Holistics will ignore Password and use only key-pair authentication.

For more details, please refer to our Snowflake Connection doc.

Period Comparison has consistently been a favorite among our customers, serving as an early tool to facilitate period-over-period analysis (PoP). However, ongoing customer feedback has highlighted its limitations in flexibility and customizability.

Leveraging our robust AQL foundation, we have developed a new and advanced PoP feature. This enhancement combines the power of AQL with an intuitive user interface, capable of handling all the use cases that the previous version could not accommodate. Key improvements include:

• The ability to apply comparisons to individual measures of your choice, rather than to all measures in a visualization.
• Support for comparing multiple periods simultaneously.
• Options for applying conditional formatting and custom styling.
• The capability to set data alerts on PoP measures.

These enhancements are designed to offer a more versatile and user-friendly experience, meeting the diverse needs of our user base.

You can learn more about the new feature here: Period-over-Period Comparison

Here's a cool experimental feature that our team hacked together: A Google spreadsheet extension that allows you to self-serve BI datasets directly in Google Sheets.

It works in 4 simple steps

1. Connects to BI environment
2. Let end users self-serve BI datasets (like a pivot table)
3. Sync results directly as google sheets table
4. Set custom frequency for refreshing data

This will be very useful for users who prefer working with spreadsheets, yet need the reliability of a centralized BI system.

Note: This is an experimental project (born out of our recent hackathon). If you’re a customer of Holistics and interested, fill our Early Request Form here and we’ll let you know when it’s available for beta.

Now, admins, and analysts can grant explorers the create/edit/delete permission to dashboards in the public workspace. Once granted, explorers will have the Quick Edit experience to create/edit dashboards:

• Only UI-based editing, no code-based editing, and
• No branching request/merging is required

Notes:

• All changes are saved as code in your repository for consistency and traceability.
• This feature will be available for not only the 4.0 but also the 3.0 Holistics version.
• Explorers still won’t be able to create/save canvas dashboards into their own Private Workspace

Try it out and let us know how it works for you! 😊

You can now set up Data Schedules (or Alerts) for multiple Slack channels! 🎉
This enhancement is designed to give you more flexibility and control, making it easier to manage and streamline your data deliveries to Slack.

Try it out and let us know how it works for you! 😊

You can now export entire dashboards directly to Excel! 🎉

This update is designed to saves you time and effort, letting you download your dashboard as a single Excel file in just a few clicks.

Level Up Your KPIs with New Styling Options ✨ 🌟 😍

With our new styling options, you are now empowered to make your KPIs more visually impactful. Adjust font size, font color, text alignment, and explore unique styles for each comparison type 🙌

Ready to give your KPI Metrics a dazzling makeover? Share your styling creations with us! ✨🎉

Introduction​

AQL is getting an upgrade! No more static calculations. You can now make AQL dynamic by combining it with Query Parameters.

This means AQL definitions can adjust based on user inputs via the Dashboard Filter, and you'll be able to do Dynamic fields selection (dynamic dimensions, dynamic metrics)

Demo​

Dynamic Dimensions Selection​

Dynamic Metrics Selection​

More details on how to set up​

If you want to understand more details on how to set up this, please refer to our doc about Advanced Use Cases

Say goodbye to the hassle of manually resolving merge conflicts!

We’re thrilled to introduce the Quick Resolve option, which allows you to:

• Instantly choose whether to keep your version, or the incoming version for each conflicted file.
• Apply your choice to all files at once, so you can quickly return to your tasks.

For those who prefer a more hands-on approach, the Manual Resolve option remains available, letting you sort out the conflict in the code editor.

Check it out in action:

We’ve made working with tables easier and more intuitive! With these updates, you can now:

• Change aggregations and time grains
• Auto-size columns
• Rename columns
• Remove columns

All directly on your tables, giving you more control and flexibility in your workflow.

Give it a try and let us know what you think! 😊

Holistics now supports two-factor authentication (2FA) for password-based login.

Two-factor authentication (2FA) adds an extra layer of security to your Holistics account. Once enabled, it requires an additional code from an authenticator app (e.g., Authy, Google Authenticator, etc.) along with your email and password, ensuring only you can access your account.

The admin can require two-factor authentication for all users to enhance the organization’s security.

To learn more, please go to Two-factor Authentication for detailed settings.

To follow up on the Dynamic Data Sources feature, this is another cool feature that might be useful, dynamic schemas

📊 ​Dynamic Schema for Dev/Prod Environments​​

For those of you who separate dev and prod environments based on schema (or datasets in BigQuery) instead of the actual data source, we’ve got you covered with our Dynamic Schema option.

This feature lets you switch schemas easily using basic string interpolation in your model's table_name property.

Here’s a quick example to show how it works:

// This is for dynamic schema use case by branch  

const current_branch = H.git.current_branch
              
const dynamic_schema = 
  if (current_branch == 'master') { 'prod' } 
  else if (current_branch == 'staging') { 'stg' } 
  else { 'dev' }

// in Table Model
model users {
  type: 'table'
  data_source_name: 'your_db'

  // dynamic schema in table name
  table_name: '${dynamic_schema}.users'
}

// in Query Model
model derived_users {
  type: 'query'
  data_source_name: 'your_db'
  
  // dynamic schema in a query
  query: @sql select * from ${dynamic_schema}.users ;;

}

🛠️ What does this mean?​

You can automatically point to the correct schema based on the branch you’re working on—making your workflow even smoother!

In a time-series report, you may want to group data by different time intervals such as Day of Week, Day of Month, Month of Year, Hour of Day, etc.

Previously, you had to write AQL expressions to extract such date parts from dates. Now, our Date Parts feature helps you easily extract these specific types of dates from time dimensions so that you can slice your data under different time lenses.

For more detailed examples, please refer to this document:

• Extract date parts from dates

For trend lines and reference lines, in addition to the toggle break down by legend, you also have another toggle, merge into one line, which helps visualize a single global line despite the legend.

Although both toggles produce the same result of one single line in the chart, their calculations differ:

• Turning off “break down by legend”: This calculates the trend line or reference line based on the total values (i.e., not segmented by legend).
• Turning on “merge into one line”: This calculates the trend line or reference line based on the segmented values.

For more detailed examples, please refer to these documents:

• Trend Lines: Display one or multiple trend lines
• Reference Lines: Display one or multiple reference lines

The Validation API allows you to validate your projects outside of Holistics, enabling smooth integration with CI/CD workflows. This feature is particularly useful in scenarios such as:

• Validating updates before merging a pull request into the master branch by incorporating the Validation API within the CI/CD pipeline.
• Validating changes immediately after updates are pushed to the master branch.
• Running validations prior to using the Publish API to ensure a successful publish.

Previously, every measure in your chart was always broken down by legend. But sometimes, you may want to apply legend to only certain measures, for example, visualizing a total value alongside sub-category values within a chart.

Now, with a simple toggle, you can turn off the “break down by legend” for individual measures, giving you more control over your visualizations.

Supported visualizations include line, area, column, bar, and combination charts.

Note: this feature is only available in AQL-enabled datasets.

Another quality-of-life improvement in Holistics—more data presentation options for Line Interpolation. Now, you can customize how your line charts display changes between data points for better clarity.

A good chart is a chart with great visual clarity, and this little feature helps analysts get one step closer to that.

Copying table values just got a lot easier. You can now right-click on any cell or range to quickly copy and paste values.

Plus, you have the option to choose between formatted (WYSIWYG) or raw values, giving you more control over your data. 🎉

Visit our public doc for more details: Data Table | Holistics Docs (4.0)

Following the success of the Hiding Columns feature in Table, we’re excited to announce a new enhancement: you can now hide Row Fields columns in Pivot Tables!

This update gives you even greater flexibility to customize and manage your data views, tailoring them to your specific needs.

For more information, please visit our public doc here: Pivot Table | Holistics Docs (4.0)

Note:

• Currently, we only support hiding Row Field columns.
• This is an aesthetics feature, not a security feature. Hiding a column will remove it from the user’s report view and export, but the data is still accessible and not restricted in any way.

You can now temporarily hide columns that aren’t relevant to your task, giving you a cleaner, more focused view of your data.

Even better, you can still sort your tables by these hidden fields, keeping your data organized without cluttering your view.

For more information, please visit our public doc here: Data Table | Holistics Docs (4.0).

Note: This is an aesthetics feature, not a security feature. Hiding a column will remove it from the user’s report view and export, but the data is still accessible and not restricted in any way.

You can now control how many columns to freeze in your Pivot Tables. By freezing only the most important columns, you can navigate your Pivot Table more easily and focus on what matters most.

For more information, check out our public doc here.

Introduction​

In some scenario, you want to point the dashboards to different data source (database or data warehouse) dynamically, based on who's viewing the report or whether it's in production or dev mode.

Thanks to its programmable nature, Holistics can support this capability natively. This will enable popular use cases such as:

• Clients Dashboarding: Build the same set of models/datasets/dashboards for clients but different data source for each client underneath.
• Dev/Prod environment: Dynamically switch the underlying data sources (from dev → prod and vice versa) based on the environment that analysts are working on
• Dynamic data sources for embedded analytics: Embedded analytics but different customers use different databases.

Demo​

📩 Interested in Trying It Out?​

For more information, please refer to our doc about Dynamic Data Sources

We're excited to share some improvement to how you access shared URLs in Development workspace!

Previously, when someone shared a URL to an object in their working branch, you often couldn't access it. This was because the URL still kept you in your current branch instead of redirecting to theirs.

Now, with the addition of the branch parameter in the URL, you can easily navigate to the exact working branch and location of the AML object.

That's not all! We’ve also added a new button to copy the object URL, further enhancing your experience.

Happy navigating among the branches with URLs! 😉

We are thrilled to announce the launch of our highly-anticipated feature: ​Auto Publish!

The Publish API allows you to publish your project outside of Holistics, making integrating with CI/CD workflows easier. This integration unlocks the full potential of an “as-code” approach, enhancing automation and scalability. This is useful for scenarios like:

• Auto publish the latest update after merging PR into the master branch, by integrating Publish API with the CI/CD workflow.
• Auto publish the latest update after new changes are pushed to master branch.

Learn more about this feature on Auto Publish (with Publish API)

Have you ever needed to calculate a formula that's not yet in the dataset? Well, let's AQL Ad-hoc Fields come to the rescue!

With AQL Ad-hoc Fields, you can define fields that stay only within your reports. Why wait for Data Teams to add that one new field to the dataset, when you can do it yourself?

Learn more about this feature on Public Docs | AQL Ad-hoc Fields

Introducing Moving Calculations: Whether you need to display a moving average trend line, calculate a cumulative sum, or tackle other common analytics tasks, this feature has you covered.

For more details, check out our doc here: Public Docs | Moving Calculations

Dashboards are essential for staying on top of your key metrics. Yet, they are often locked within analytics tools, separated from the daily workflows of business users. This creates extra friction for adoption.

Introducing Public Embedding capability for your Holistics Dashboards.

What's new?​

You can now embed interactive Holistics Dashboards into:

• Blog posts, websites
• Internal tools (Notion, Coda, wikis)
• Any platform supporting iframes

This feature allows you to edit, update, and refresh your published content effortlessly. Now, everyone in and outside your organization has access to the most current data in the right context.

How it works​

Under the hood, we make our Sharable Link embeddable on the web. Simply follow these steps:

1. Go to your dashboard.
2. Click on Share > Sharable Link.
3. Create a new Sharable Link.
4. Embed this link in your application.

Considerations​

Public Embedding makes your dashboard viewable to anyone on the internet without authentication. Before publishing:

• Ensure you have permission to share the data publicly
• Review your organization's data-sharing policies
• Never publish confidential or proprietary information

See it in actions​

Want to see what it looks like? Check out these examples below 👇

This one is password-protected. Use this password: i_love_holistics

Lock your most important columns in place, so you can easily compare key data while scrolling through the rest. No more losing track of the numbers that matter!

Visit our public doc for more details: Data Table | Holistics Docs (4.0).

​Drill-through allows viewers to dig deeper into data by navigating to related dashboards, offering detailed insights on demand. It's now available in Canvas Dashboard!

How to get started​

Similar to Drill-through in Dashboard (Legacy), analysts can set up Drill-through in the Canvas Dashboard by enabling the Drill-through toggle in the filters.

In addition, we also introduce further configurations that give you more control over designing the drill paths. Specifically, you have two modes:

Auto (default)

• Automatically links all source dashboards containing widgets from the same dataset as filters on the target dashboards.
• Disabled dashboard option: You can exclude specific dashboards from drill-through even if they contain relevant widgets. This is useful for dashboards that might technically qualify but aren't contextually relevant.

Custom

• Allows you to specify which dashboards should be linked to target dashboards manually. Holistics will only link the custom dashboards you select to target dashboards.
• Gives you precise control over drill-through behavior.

Learn more about the feature at Drill-through | Holistics Docs (4.0).

Today, we introduce you to the powerful new Action feature in Holistics, designed to enhance how you interact with your data reports and dashboards.

With this feature, you can define specific actions to perform directly from your data, making data-driven decisions more efficient and effective.

For more information, please visit our doc about Holistics Actions

Notes: This feature is only available in Canvas Dashboard.

Previously, tables and pivot tables in Canvas Dashboard automatically expanded to fill the entire container width. Sometimes, this leads to excessive whitespace and removes the focus on important information.

Now, you can adjust the width of individual columns in your Table and Pivot Table.

💡 How it works

• By default, tables and pivot tables still expand to fill the full width of their container.
• When editing dashboards, you can control column widths by directly dragging the column borders. The new widths will be saved, ensuring your tables and pivot tables maintain a consistent look across all views.

Dashboards don’t have to be boring. With our Canvas Dashboard themes, you can easily make your dashboards a joy to look at.

• You can define reusable, custom themes, and apply them at different element levels (block and page).
• Themes can also be extended and built upon, so you don’t have to start from scratch.

For more details, check out our doc here: Themes in Canvas Dashboard | Holistics Docs (4.0).

If you haven’t tried Canvas Dashboard yet, go ahead, give it a try, and check out some awesome samples we've built on our Playground: go.holistics.io/play

With Holistics AQL (Analytics Query Language), calculating Percent of the Total takes one single-line expression. It’s that easy.

Yet, we understand writing code is not for everyone, so we make Percent of Total even easier to calculate: You just point and click.

Learn more about the feature at Public Docs | Percent of Total

Now you can have the freedom to easily customize your table views with a simple drag and drop.

Want your columns in a different order, one that makes more sense to you? No problem! Just drag them around to your heart's content.

No more clunky middle steps like manual synchronizations with your remote repository. Our upgraded Git workflow automatically:

• Pulls changes from Production before you publish new data models.
• Checks for any new changes made to your branch.

This streamlines everything, cutting down on context-switching and letting you develop faster.

For more details, check out our doc here.

With our AQL (Analytics Query Language), building complex metrics is easier, but it can still take a few steps to create, test, and refine an AQL field.

We get it—that's why we created a new AQL editor that lets you build metrics directly from the Reporting page. We’ve also added some handy tweaks like better code suggestions, field searching, and improved error handling.

With the new AQL editor, you can also promote your metrics from Visualization settings to your Dataset code, and reuse them anytime, anywhere.

Another small improvement, but guaranteed to make your exploration experience much more pleasant: Now, you can easily reverse the stack order with just a click of the "Reverse Stack" toggle.

Aggregate Awareness optimizes query performance by automatically using the right pre-aggregates (transformed by tools like dbt, Airflow, or BI like Holistics, etc.), avoiding the need to always query the raw data.

Aggregate Awareness is now in Closed Beta! You can Request Beta Access and try it out. Learn more about the feature at Public Docs | Aggregate Awareness

With Canvas Dashboard, you can build the most visually stunning dashboard in the world, but no one will know if every dashboard visit is a game of “spin the loading wheel”.

Dashboards should be both fast and beautiful, we get it, so we’ve brought Job Monitoring and Job Performance Analytics to Canvas Dashboards.

Now you can spot the slowest reports in your workspace, see which Canvas dashboards are dragging their feet, check if your Holistics Job Workers are overwhelmed, and make necessary optimizations to ensure your dashboards are fast enough to actually be admired.

If you have any questions, please let us know in this Community Post.

Tired of scrolling to check if your filters are mapped to the right report’s fields? We’ve got your back! We’ve added a nifty count indicator to show you at a glance how many reports are mapped.

TL;DR: Your dashboards open faster now.

We’ve made another round of improvements to how fast dashboards open in Holistics. Now, from the moment you click a link until all the widgets pop up (minus the result data), everything moves quicker.

If you're into the nitty-gritty details of the optimizations we’ve made, check out this community post.

Now you can pin important dashboards to everyone's homepage. A small feature but it makes everyone's life a lot simpler. No more digging through layers of menus or searching endlessly!

P/s: This is especially handy when your boss wants to rub it in everyone's face that revenue is tanking, and everyone needs to work ridiculously harder.

Just rename your Revenue dashboard to 'The Ship is Sinking' and pin it to the homepage for maximum impact!

Quickly add a goal line to compare your monthly sales to a target number, or add an average line to compare sales of each product against the overall average.

Learn more about the feature: Public Docs | Reference Lines

With URL Control Parameters, you can pre-fill Filters, PoP Comparison, and Date-drill by adding string parameters to the dashboard URL.

You can learn about this feature in our docs here: Public Doc | URL Control Parameters

Data Schedules are now available in Canvas Dashboard. You can schedule emails, Slack messages, or push data to Google Sheets to stay updated with your operations.

As data usage increases, analysts often take on the responsibility of maintaining, debugging, and optimizing data resources. To support their efforts, we now make Job Monitoring available to Analysts, not just Admins.

We made it easier to find the right fields by providing more information about hidden ones in the Dataset View List.

Adding a Condition when exploring is much easier thanks to:

• A new “Used in this report” section, containing selected fields for quicker selection.
• Or you can just click this shortcut & add directly from the field list.

With Canvas Dashboard, you turn data into narratives. Now you can share them with the world - your favorite data delivery features are coming to Canvas Dashboard, including Export, Data Alerts, Sharable Links, and Embedded Analytics.

• Export: Download your dashboard as PNG, PDF, or Excel.
• Data Alerts: Send notifications to your team when certain conditions are met.
• Shareable links: Create and share customized, password-protected links.
• Embedded Analytics: Embed your stunning dashboard in your web apps.

When exploring data, you want to know what’s hidden from plain sight, or what the future looks like.

Easily add a trend line in Holistics with just a few clicks:

You can learn about this feature in our docs here: Public Docs | Trend Lines

With our new Custom Persistence DDL feature, you can declare the custom_ddl for a Persistence, and customize how the persistence table is created in your Data Warehouse.

This allows you to apply Data Warehouse optimization features and techniques - such as indexing, clustering, applying SORTKEY, etc. - to improve the performance of your physically persisted tables!

You can learn about this feature in our docs here: Public Docs | Custom DDL.

If you have any feedback or questions, please share them on this Community Thread.

Customers are churning, your org is bleeding money, and no one knows because no one can stand it when every spin of wheel feels like an eternity. Don’t you just hate that?

We know. This is why we just supercharged our Retention Heatmap to load 3x faster! Take it for a spin, and see how you enjoy our lightning-speed rows & columns!

You don't have to manually duplicate data models, datasets and dashboards just to make slight modifications anymore.

With AML Extend, you can extend analytics objects quickly and conveniently. Changes made to the original object will be propagated to extending objects, so adding or modifying analytics logics will be breeze.

For more details, check out how to use AML Extend here.

Tooltips in Holistics are getting a little more context-rich.

From now on, you’ll be able to add additional fields, including measures, biz calculations, and AQL (Analytics Query Language) metrics to chart tooltips, bringing much more clarity to your audience.

Table and Pivot table are not the only visualizations to get a speed boost here.

We promised a faster Metric Sheet, and we delivered. Metric sheet is now x4 faster!

You can now resize columns in the Pivot table, by simply dragging the right border of the header. And to make the column fit perfectly with its content, just double-click on that border.

If you’ve noticed your pivot tables get snappier lately, no, you didn’t just get lucky. We’ve just released a new version of Table visualization, with x2.5 faster rendering speed.

And yes, we actually measured it!

See more details in our release note here: Launched: Improved Pivot table performance | Holistics Community.

Our team has redesigned the entire Development workspace with an eye towards making it cleaner, simpler, more intuitive, and less cluttered - but no less powerful!

For more details, check out our Community post here: Exciting Update - Development workspace Interface Revamp!

At 9 a.m., one of your marketing executives opens Holistics for their daily data browsing.

They spot some new marketing dashboards. Excited to see what’s what, they open them all. They then get caught up in urgent marketing tasks, so before they can do any insight digging, they turn back, and exit.

Unbeknownst to them, the job triggered during their initial visit keeps running in the background, hogging a Job Worker, and blocking it from being used for more pressing reports.

To solve this, we proudly introduce 🤖 Auto Cancellation for Unused Jobs.

This feature allows you to set a timeout (e.g. 3 seconds), and any lingering job gets axed, automatically, freeing the Job Worker for other important tasks!

How do you see this feature being useful to your team? If you have any feedback or suggestions for us, please share them here. We’re all ears!

With Canvas Dashboard, you can easily freeform your layout - toss and shuffle visualizations, filters, text on a blank canvas however you like.

Yet, free form often comes with alignment. Having the freedom to place things anywhere can lead to a bit of a mess.

This is why we’ve added handy guides for block alignment in the Canvas Dashboard. You can now drag and drop, freely, without stressing about getting everything lined up just right. (See demo)

You can now customize the line style of your charts. Choose from style options like solid, dotted, or dashed; then choose from linear, smooth, or step-line interpolation for more variety of data representation.

A good chart is a chart with great visual clarity. And this little feature hopefully helps analysts get closer to creating one.

Open the latest changes in a flash! We’ve made it easier to open files from the most recent commit in your history

We’ve revamped the AML default page with the new workflow graphic and clearer wording to create a much smoother onboarding experience.

We are thrilled to introduce Version Restore - a new feature that lets you restore Holistics projects to any version!

Ever found yourself in these situations?

• You’re diving into Holistics, changing stuff to see what’s what. Suddenly, you changed something which broke some other things, and you wish you could hit an “undo” button.
• Knowing there’s no “oops” button, you tread so lightly you barely explore Holistics. Where’s the fun in that?
• You decide to try out new ways of building metrics or modeling data. But things go sideways, and the only way back is a bunch of complex git commands.

Version Restore can help you avoid these situations. Roll back your Holistics project to any version you want, making exploration and innovation super easy.

Here’s how it works:

For more information, check out our public docs: Public Docs | Version Restore

We're excited to announce Condition Group, one of our most requested features, is now available. This new addition allows you to create complex filtering conditions instead of just AND-ing everything. Here’s what the feature brings:

• Create OR conditions between different fields.
• Group conditions together and create groups within groups.
• Set AND/OR relationships between conditions.

For more information, visit our Public Docs: Filter with Condition Group.

Now before you dive into using the Condition Group feature, kindly note that:

• Version 4.0 Required: If your team is still on version 3.0, you'll need to switch to version 4.0 to access this feature. You can find how to upgrade here.
• Enable AQL: With version 4.0, make sure that you have activated our Analytics Query Language (AQL). For more information and to join our AQL beta, click here.
• AQL-engine Dataset: Right now, the Condition Group only works with datasets that use the AQL engine. Learn how to set it up here.

Condition Group is currently limited to the Report level only. We're exploring potential uses and solutions for bringing this to Dashboards.

With this new UX update, no more hidden table column names! Hover to see the full text now.

Another UX update to make your experience with Holistics a lot more delightful. New hotkey alert: Press Ctrl + \ (Windows) or Cmd + \ (Mac) to toggle the Holistics sidebar.

You can now resize the width of table columns. This change is temporary, and doesn’t affect the default width of the column. You can also bring it back to default width by double-clicking on the resize hover

Continuing our commitment to improving Holistics performance, we proudly introduce Job Performance Analytics Dashboard.

With Job Performance Analytics, you can:

• Pinpoint the slowest reports within your workspace.
• Identify which dashboards aren’t running as fast as they could be.
• Monitor and check if your Holistics Job Workers are overloaded or not.
• Monitor your Dashboards’ performance after making optimizations to your SQLs or Data Warehouse.

To get access to the Closed Beta, sign up here: Job Performance Analytics Early Interest Form.
If you have any feedback or suggestions for us, we’d also love to hear. See Community Thread here.

Overflow text in fields’ popover in the Visualizations panel now wraps correctly.

We added a new display setting in the Widget Preferences modal. You’re now able to hide some of the widget’s information.

We’ve recently released an improved version of our dashboard data drills, where you can add multiple date drills to your widgets. The results also persist in export and schedule.

Starting from now, you can monitor your Job Queues and Workers in real-time.
Head to our docs to learn more!

Are you concerned about Dashboards making unnecessary runs when users open it?
Check out how to Disable Dashboard Auto-run!

Our new table improvements have made rendering speed 3x faster compared to the previous version. In addition, we've made scrolling smoother, reduced popover load times, and more.

Check out this video to see the new Table in action:

Please note that this speed upgrade is all about visualization rendering. It doesn't affect query speed. Though, please rest assured we are working constantly to cover that, too!

P.S. We are working on similar upgrades for our Pivot table visualization, also. So please stay tuned!

We’re excited to announce that our integration with Databricks is now available, allowing you to combine the robust, scalable data processing power of Databricks with Holistics’ governed self-service platform.

For more information, check out our docs here.

Freeform layout is the most exciting feature in our upcoming Dashboard As-Code: You can drag-and-drop charts around to create space for context, give explanations, structure a business-friendly narrative, answer audience questions before they ask them, and build dashboards that spark stories, not boredom.

Better yet, everything on the dashboard is customizable using either a GUI or a Code-based Editor. The possibilities are abundant. You can turn it into a landing page, a Notion page, or any type of consumption interface that’s friendly to your viewers, and make it explorable with PoP or Data Drill, both of which were recently added to our Dashboards As Code.

How do you see this feature being useful to your team? If you have any feedback or suggestions for us, please share them here. We’re all ears.

Timezone is annoying. You can create the best dashboard in the world, but it won’t be really useful when timezone conflicts hit. Luckily, you’ll soon have a simpler way to manage your dashboard timezone, ensuring accurate data delivery to your customers.

With this feature, you can:

• Set a default option if your viewers are in the same timezone. OR
• Allow viewers to change to the timezone they prefer.

For more details, you can check out our public docs here

You've sweated over every detail of your product, so we want to make sure Holistics reporting fits right in. You can now further customize your embedded dashboards by hiding filter and header panels.

Interested? You can test out these new updates on our Embedded Dashboard Sandbox here.

They say “All roads lead to Rome”, we say “But some are faster than others”.

There are many ways to get on with Holistics 4.0, and we want to bring you on the quickest path. In October, we introduced an upgraded flow to help your onboarding experience with 4.0 as effortlessly as possible. You’ll be guided throughout the whole process - from your first data source connection to your first datasets, and to your first report.

You can just follow the flow, click, clack, sit back, and relax.

On Oct 12, we released Lazy-rendering Widgets, as part of our effort to further improve Holistics dashboard performance.

Lazy-rendering make sures that all widgets are executed when the dashboard is opened, but only those currently in the viewport are actually rendered. As a result, the initial loading of each dashboard becomes significantly faster and more responsive.

In contrast, without lazy-rendering, every widget would execute and render as soon as the dashboards are opened, resulting in an accumulation of widget renderings and causing the browser to become sluggish.

And because actions speak louder than words, let's go through a quick demo here. :)

In the below demo videos, we're using a dashboard with 20 Pivot Tables.

It took nearly 10 seconds for the Dashboard to be responsive. This gets worse as the total number of widgets in the Dashboard goes up.

It took 1-2 seconds for the Dashboard to be responsive!

More performance optimizations and features are on the way! If you have any questions or feedback for this functionality, feel free to share it here.

In October, we're making some great updates to our Dashboards As Code, making it easier to build reports using code and have fine-grained control over viz, layout, content, and reporting architecture.

We started testing this internally this month and can't wait to share with you a short demo - but before we get to it, here's a peek at how our data team has been using it:

Triet Le (Analytics Engineer): “I can code the entire dashboard into a narrative that people want to read and engage with.”

Huong Le (Data Analyst): “It becomes a lot easier to reuse a dashboard. I just need to clone it, change filters, change dimensions, and re-format it on the fly.”

With this feature, analysts will soon be able to adopt software best practices in your dashboard development. Through codification, you can have full control over the content and design of your dashboards, easily revert changes, make bulk updates, and have customized and reusable visualizations everywhere.

If you’re as excited as we are, stay tuned. We’re running as fast as we can to get this on your hands! :) Without further ado, here’s the new demo.

How do you see this feature being useful to your team? If you have any feedback or suggestions for us, please share them here. We’re all ears.

P/s: We had a lot of fun testing this feature. Our team was even able to whip up a Pokedex dashboard in just a few minutes.

“What is this dataset about? How should I use it? Who can I contact to learn more about using this dataset?”

Sounds familiar? Business users need to really understand a dataset to self-serve effectively. This is why how you present a dataset is as important as how you design it.

From now on, you can write markdowns to add Descriptions to your dataset, making it easier for business users to navigate and explore the data you’ve prepared.

Have any feedback or questions? Share it here with us.

We believe that data should inform action and the faster you can act, the better. This is exactly why we are working on Webhook for Data Alert - a major upgrade to Holistics Delivery capability.

With this, you can quickly set up automated workflows for critical internal communication, like:

• Sending alert messages to the Purchasing team’s Telegram when inventory runs low, or
• Buzzing the marketing team on Slack when ad spending goes over the limit.

We value your feedback, so please don't hesitate to share your thoughts and suggestions.

Our PoP has been a hit with our users because it takes just 03 clicks to uncover data trends over time - but things got a lot more laborious when you want to compare:

• Sales numbers for 'Black Friday' season this year vs. the previous year, or
• The number of registrations for an upcoming webinar vs. a previous webinar from six months ago.

The problem? Two arbitrary time periods. Different start dates. Different end dates.

🥁🥁 Glad to share that this is a problem of the past! With our newly released Custom Period, you can easily select any date range for Period-over-Period comparison.

If you have any feedback for us, we're all ears.

What makes a good coding IDE? Among other things, it helps you spend as little time on troubleshooting as possible.

With Reporting Validation, you take the guesswork out of your modeling workflow. Holistics IDE now tells you exactly which reporting items are broken due to Modeling changes - before you roll out these changes and lets you patch up all those broken reporting items swiftly and en masse.

P/s: We’re always excited to ship new features, but we’re way more excited when we get to build things that you all have asked us for. Take this new feature for a spin, and keep the feedback coming.

We have released a new option in Single-select List filter settings, where you can allow your dashboard viewers to leave the value field empty.

With this feature active, an empty value can be used without the need to apply the filter. We believe this change offers more flexibility and command over your filtering choices

We value your feedback, so please don't hesitate to share your thoughts and suggestions with us.

Query Timeout helps you abort any query that exceeds your timeout limit and takes too much time and resources.

However, previously in Holistics, the Query Timeout setting was only available for Postgres, Redshift, and MySQL databases. Understanding the importance of resource optimization - especially in our current economic climate - we’ve gradually expanded our support for Query Timeout in most SQL databases - making it also available for BigQuery, Snowflake, Microsoft SQL Server, ClickHouse, and AWS Athena.

Learn more here.

If you have any feedback for us, we're all ears.

We totally get it - feels like time's standing still when you wait for a dashboard to load.

We hate the loading screen as much as you do so we’ve been rolling out a new API - Dashboard Preload API - to help you preload the cache of your most frequently used or operationally critical views of your Dashboards so that they can be loaded in an instant.

This means no waiting time - not even enough for a quick coffee break :) Learn more here.

What do you think? Feel free to share your feedback and suggestions here, we'd really appreciate it.

Period Comparison was a hit with a lot of our users as it allows anyone to get insights into how data fluctuate over time. However, previously in Holistics, Period Comparison could only be set up by data analysts. Viewers don’t have the option to turn it on/off freely.

Recognizing the inconvenience and the growing demands for a more unified experience, we took a step forward: Period Comparison is now available at the dashboard level.

Dashboard explorers can now choose to apply the same comparison to numerous widgets within a dashboard and get a bird-eye view into how multiple metrics are changing over time.

What do you think? Feel free to share your feedback and suggestions here, we'd really appreciate it.

Is there a way to customize what fields in the model and dataset are being shown to end users for self-serve exploration? Otherwise, my users are overwhelmed by the sheer amount of fields available.”

Yes, we heard you. Introducing dataset views, where you can curate exactly what the end users will see.

This feature is now immediately available to all 4.0 customers. Learn more here.

What makes a good coding IDE? Among other things, it should tell you where your code got wrong, and how to fix them.

Well, we just made our coding IDE a little better: When doing analytics development, Holistics IDE now tells you where your modeling code is broken, and what exactly is wrong with them.

If you have any feedback for us, we're all ears.

With an expanded range of data formats for both visualization settings and modeling, presenting dates the way you like - has never been easier.

What do you think? Feel free to share your feedback and suggestions, we'd love it!

Say goodbye to maintaining dashboards with only gut feeling - Because Holistics just released the BI equivalent of God-eye from Fast and Furious 07.

This feature gives admins a bird-eye view of dashboard usage & user activity, making it a lot easier to understand how your dashboards are being used.

Dashboard maintenance will be much less painful when you know precisely which dashboards are used by whom and how often.

In this official launch, we’ve released a plethora of upgrades to our Usage Monitoring - including Lists of dashboards with no view, Tracking of Private Dashboards, Performance improvements, and many more…

You can read more about it here: 🎬 Usage Monitoring: Beta Program Ending & Official Release | Holistics Community

With Dashboard Metadata, you can quickly glance over the dashboard descriptions and know who made it, when the last edit was made, or who frequent viewers are, and more. We hope this will help you foster better cross-functional collaboration by providing more visibility into how your organization creates and shares reports.

Your can learn more about this feature here: Dashboard Metadata | Holistics Docs, or share your feedback with us in our community post.

Holistics now allows pasting a list of CSV values directly from clipboard into the filters. This seemingly small upgrade is much requested by our users. Small details matter.

How does this small feature help?

• Marketing sent you a CSV with email addresses, asking to see if any of them has made a purchase? Open Holistics reports, copy, paste.
• Ops need to double checking a list of order IDs to see if they’re all delivered? Simply paste the list of IDs in the right report.

Learn more here: Mass input a list of values for Filter & Condition

AQL Expression is the next-gen upgrade to our current Business Calculation mechanism, designed to give you a more powerful and flexible way of querying data for various analytics purposes, including but not limited to:

• Cross-model Calculation - Perform calculations across multiple models without having to manually merge the data via SQL Model.
• Nested Aggregation - Create more complex calculations by nesting functions and aggregations within each other.
• Add Filtering in an AQL Expression - Filter your data at the query level rather than having to do it in a separate step.
• Support Date/Time Intelligence Functions - Analyze your data over time using powerful date/time intelligence functions.
• Subgroup Calculation - Perform calculations on subgroups of your data without having to create a separate query for each subgroup.

01. Cross-model Calculation​

Let’s say you are a Country Manager of an Ecommerce Company and you want to calculate the Revenue by Country.

The formula to calculate it is the sum of the product price (from the Product model) multiplied by the quantity (from the Order Items model).

They are from 2 different models so you can write an AQL expression like the video below

Sample syntax

sum(order_items.quantity) * 1.0 /
  eval(sum(order_items.quantity),exclude(users.age_group))

02. Sub-group Calculation​

With AQL Expression, you can perform Subgroup Calculations flexibly and easily without having to create SQL (or transform) Models.

Here's the sample syntax:

sum(order_items.quantity) * 1.0 / 
eval(sum(order_items.quantity), exclude(users.age_group))

Learn more here: [Upcoming] Our brand new Analytics Query Language, AQL!

Holistics is currently working on a significant improvement to our Modeling layer called Dynamic Models (feature request). This feature allows analysts to define reports that can take user inputs, and inject them directly into a model/report definition.

This feature is currently under development and is expected to be released in beta end of Q2 2023. Once released, it will only be available in Holistics 4.0.

How it works:

• A new concept is introduced, called “dynamic model” — a data model that can take in parameters and will only be resolved in real-time.
• Analysts can create reports from dynamic models
• When a dynamic model is used in a report, end users can input values that feed directly into the model’s parameters

One of our latest developments is Date Parameter which will be available in our upcoming beta release. To create a Date Param and use it in the SQL definition of a Query Model, you just need 02 steps:

1. Define the Date Param

param created_at_param {
  label: 'Created At Param'
  type: 'datetime'
}

2. Use the Date Param in your SQL definition

SELECT ...
FROM ...
WHERE {%filter(created_at_param) %} date_column {%end %}

That’s it. And it’ll look like this in action. (You can also watch the video version here).

Learn more here: Upcoming Launch: Dynamic Models (aka Query Parameters)

Imagine running a marathon in flip-flops. It can be done - but at what cost?

An efficient keyboard is like a pair of top-notch running shoes - it just makes the journey more bearable, especially when you're sprinting through heaps of data. This is why we’ll be introducing a new array of exciting features to help you keyboard-sprinting through data - instead of flip-flopping through it :)

We’ll be rolling out the following features:

• 🎨 Command Palette
• 🔄 Unified Command Palette & Search experience

If you have any feedback for us, feel free to share it here.

We have upgraded our Users APIs with much more power, such as delete, restore, resend invites, and more! Now it’s ready for you to take the workflow automation of User Management to a whole new level! 👆

Check it out at Users API Package | Holistics Docs.

This feature will help you change the timezone where your data is processed and displayed.

For example, if your business operates in Singapore, you will probably want every calculation to be handled in UTC+08:00.

For more information and detailed instructions, please refer to our public documentation: Timezone Settings | Holistics Docs

We value your feedback, so please don't hesitate to share your thoughts and suggestions with us.

The highly-requested Relationship Diagram for Holistics As-code (Holistics 4.0) is finally here.

Going forward, you have the option to work with your relationships in the Diagram view beside the usual List view.

(It's like choosing between a hearty medium-rare steak and a creamy and cheerful lemon cheesecake - having one is good, but having both is even better!)

Learn more here: Launch: Relationship Diagram for Holistics As-Code

Fresh out of the oven: API for Updating Data Source!! 🥳

More details here if this is something you're interested in you: Data Sources API Package | Holistics Docs.

We're glad to announce that we have recently achieved Select Tier partner status as part of the Snowflake Partner Network, solidifying our robust relationship with Snowflake and reaffirming Holistics’ commitment to data cloud’s best practices for product integration.

We hope that with this partnership, Holistics customers continue to derive greater value from data by enabling your entire organization to easily access, explore, and visualize data - enabled by Holistics’s self-service functionalities on top of Snowflake’s fast, flexible, and scalable data platform.

Read our full announcement here: Press Release: Holistics Achieved Select Tier Partner Status with Snowflake

With the latest search improvements, you're now able to experience:

• Improved Search Algorithms: Our revamped search algorithms are now more powerful - delivering results that are ranked and grouped by similarity to help you quickly find what you’re looking for.
• Simplified hotkey: With the simpler hotkey - Ctrl/Cmd + K, you can access the search feature from anywhere in Holistics.
• Informative descriptions: To help you choose the right dashboard or widget, we have included descriptions directly in the search results.
• Built-in filters: Easily narrow down your search results with our built-in filters, which allow you to select from a variety of categories such as Dashboard, Report/Widget, Folder, and Dataset.

If you have any feedback or suggestions for us, we're all ears!

The new My Account users allow Holistics users to manage personal information - making it easy for you to connect with other users on the platform.

You can spruce up your profile photo using Gravatar, and add your name, job title, and department, easily update your password to keep your account secure. If you need access to the Holistics API, you can also find your API key on this page.

Learn more here: User Profile

Development Workspace is getting a fresh UI update that's gonna make things a lot clearer for users.

With the new update, you will have a much easier time telling which mode - Production Mode or Development Mode - they're in. Less error-prone, more intuitive for everyone.

Sometimes, Holistics' default visualization types may not be enough for your business needs. You may want to use charts that we do not support yet, or create a more customized chart type with modifications specific to your organization. The Custom Chart feature is, therefore, introduced to help you create custom, reusable chart templates that accommodate your needs.

Custom Charts are user-defined chart templates written using Holistics and Vega-lite syntax. Once created, it is available to everyone in your organization to use. The creation of a Custom Chart typically follows these steps:

• An Admin creates the chart definition.
• Other users within the organization can select the new chart type to build reports.

Check out our full tutorial here.

Sankey Chart is a type of visualization that represents the movement of data from one entity to another. Whether your marketing team wants to know how users move from one page to another and where they drop off.

Or your management team wants a visualization of how the budget is allocated across different departments or projects. Sankey Chart can get it.

And we’re proud to share that now you can create a Sankey diagram in Holistics - via our Custom Charts feature! Check our release note here for more details: Launched: Sankey diagram in Custom Charts | Holistics Community.

Admin users can now use our newly released APIs to programmatically invite multiple users, retrieve a list of users, and update their information.

For additional information, please refer to our public document at the following link: Holistics API | Holistics Docs

This comprehensive package offers full configuration for data alerts related to specific data events, including:

• CRUD data alerts
• Submit test data alerts
• Immediate data alerts triggering

For additional information, please see our community post here: Launched: Data Alert API Package