What's New

Reusable Library is coming to Reporting — browse and insert shared components directly in the dashboard editor, no need to switch to Development.

Previously, using library blocks required switching to Development, which added friction and completely blocked explorers. With this update, you can insert existing library components right where you work. Blocks built by one team member are instantly available to everyone.

Learn more: Reusable Components

Timeline​

Expected by end of March 2026.

In complex data models, users can create metric breakdowns that are technically valid but analytically wrong.

These queries run successfully and return plausible numbers, but the results are meaningless. This silent failure undermines trust and hurts self-service.

Now you can control which dimensions can be used with each metric using the filter_direction property on relationships.

Why this matters​

• Prevents silent data correctness issues before they reach end users
• Turns semantic correctness into a default behavior, not a best practice
• Keeps self-service powerful and safe, even in multi-fact (galaxy) schemas
• Reduces the need for manual user education or tribal knowledge

📚 Learn more​

• Controlling which dimensions can be used with a metric: Detailed walkthrough with examples
• Controlling filter and grouping paths: Reference documentation for filter_direction

If you've used custom skills in AI assistants (like Claude, ChatGPT, or Copilot), you'll get the idea. AI Skills brings the same concept to Holistics AI: instead of cramming everything into a single context.aml file, Analysts can define multiple skill definitions right in AML, each scoped to specific teams with its own instructions, data references, and access controls.

With AI Skills, Analysts can:

• Create domain-specific skills: a finance_skill and an ecommerce_skill can coexist, each with its own instructions, terminology, and dataset references
• Control access per user: use user attribute expressions to restrict skills by department, role, or any attribute (e.g., disabled: user.department != 'Finance')
• Set activation modes: skills can auto-activate when relevant, require manual invocation via slash commands, or stay hidden as background context
• Reference contexts dynamically: inject datasets, contexts, or files with preloaded (${}) or lazy (@Context:, @Dataset:, @File:) references
• Import from existing docs: upload Claude or markdown skill files and convert them to AML definitions

End-users interact with skills through slash commands, UI toggles, or simply by chatting. The AI auto-selects relevant skills by default.

Timeline​

AI Skills is currently in development. We'll share availability details here when they're confirmed.

Chart styling is now available in Reporting — configure styles for KPI Metric, Data Table, Pivot Table, and Metric Sheet directly from Dataset Explore and the Report creation flow, no need to switch to Development.

Previously, chart styling was only accessible in Development or the canvas dashboard editor. This added friction and blocked explorers entirely. Now you can do it right in Reporting.

Learn more: KPI Metric · Data Table · Pivot Table · Metric Sheet

Customize Ask AI Experience lets Ask AI be a native part of your product.

Previously, every embedded portal showed the same default Holistics Ask AI welcome page. Now you can customize:

• Logo - replace the Holistics logo with your own, with granular control over left panel, toolbar, and chat page icons
• Intro headline and body - set your own welcome message with full Markdown support
• Prompt placeholder - guide users with contextual example prompts
• Assistant name - rename "Ask AI" to match your product (shown in the sidebar and top-left corner)

Customization is defined at the embed definition level using AML, giving you version control and per-portal flexibility:

EmbedPortal ecommerce_portal {
  ai: {
    assistant_name: 'Ask Hooli'
    icon: 'https://cdn.example.com/logo.png'
    intro_headline: 'Hi, what would you like to know?'
    intro_body: @md
      ## 🤔 Use natural language to ask questions
      ## 💬 Ask follow-up questions to refine answers
    ;;
    prompt_placeholder: 'Ask me anything, eg: Top 5 products by revenue'
  }
}

Visual styling (fonts, colors, borders) will be handled in a future Theming update.

We've redesigned the Explore settings panel with an improved visual hierarchy, making it easier to configure your visualizations.

Previously, the settings panel used older styling that made it harder to scan and find the options you needed. Now you get clearer spacing, better typography, and enhanced contrast - all aligned with the Holistics UI refresh from December 2025.

This is part of our ongoing Explore interface improvements. Soon, you can expect a whole new layout with a redesigned chart picker and collapsible configuration panel.

Learn more: Explore Interface Enhancement

Drill-through now respects "any value" filter states from the source dashboard when navigating to a target dashboard.

Previously, drill-through ignored filters set to "any value" (show all) — the target dashboard applied its own defaults, producing unexpectedly narrowed results. Now, "any value" selections carry through as intended, so your target dashboard shows the full dataset you expect.

Learn more: Drill-through

Dashboard themes configuration is now available in Reporting. Select and apply themes directly when building canvas dashboards — no need to switch to Development.

Previously, configuring themes required switching to Development, which added friction and blocked explorers entirely. Now you can do it right in Reporting.

Learn more: Dashboard themes

We're announcing the official plan for deprecating the quick dashboard for existing 4.0 tenants (via Administration settings).

You can now choose between two paths:

• Continue running both dashboard types in parallel, or
• Disable the quick dashboard via the Administration settings.

What happens after deprecation​

If you choose to deprecate the quick dashboard:

• Your existing quick dashboards remain accessible — you can view, edit, and delete them
• You cannot create new quick dashboards

How to deprecate​

• Access the Administration settings > Settings > Legacy features
• Choose to disable the quick dashboard

Why you should deprecate the quick dashboard​

• For 4.0 accounts created before 10 Feb 2026, having two dashboard types could confuse your end-users.
• By deprecating the quick dashboard, your organization can go all-in on canvas dashboards with full capabilities and future improvements: version control, flexible layouts, modern visualizations, and more. Learn about canvas dashboard

Starting February 10, 2026, newly created Holistics 4.0 accounts will no longer have access to quick dashboards by default.

This change applies to new 4.0 accounts only. Existing accounts that are already using quick dashboards are not impacted.

Why we are making this change​

Previously, Holistics 4.0 offered a dual-track system of Canvas dashboard and Quick dashboard, which often created an unnecessary hurdle for new users. Sometimes, it even led them toward legacy dashboard version by mistake.

By deprecating the old dashboard, we’re ensuring that everyone experiences the full potential of our modern dashboarding capabilities such as version control, flexible layout and customization, etc. from day one.

For existing 4.0 users​

• There is currently no finalized deprecation date for quick dashboards in existing accounts. The earliest potential timeframe is the end of 2026, and we will provide at least a six-month advance notice before any deprecation takes effect.
• However, we strongly recommend you consider using canvas for any new dashboard work to take advantage of our latest capabilities.