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.

We’re excited to launch Custom default view for maps — a new configuration that gives you more control over how maps are displayed.

1️⃣ The problem​

Maps currently auto-zoom to fit available data. This sometimes results in maps zooming to areas you don’t care about, forcing you to manually zoom and pan to find the right spot every time you open the map.

2️⃣ The solution​

We’ve introduced a configuration that allows you to set a custom default view for map visualizations. This allows a map to open in a specific zoom level and center point, instead of always auto-zooming to fit the data.

3️⃣ How it works​

• Go to edit mode, then pan and zoom to the view you want everyone to see first
• Click on the Pin button on the map to save that view

After exploring the map, viewers can quickly return to the saved default view by clicking the Reset button.

For more details, check out our documentation: Set a Default Map View

We're thrilled to announce that we're bringing more direct interaction to our dashboards with Quick Filtering. Instead of using the filter toolbar, you can now filter, include, or exclude data points directly from the charts and tables.

🌟 What's New​

With Quick Filtering capabilities, you can just right-click any data point or visualization component to filter your entire view.

Right-click to include/exclude​

Remove unusually high or low values that might skew your analysis with exclude, or spotlight specific subsets by including them. You can do this by right-click on x-axis or legend that contain the dimension value.

Or by right-click on rows header of table / pivot table

Right-click to apply Top N / Bottom N filter​

Focus on the highest or lowest ranking values with just a few clicks. You can do this by right-click on any legend that display your metric name.

Or by right-click on column header of table /pivot table

Right-click to filter by data value​

Filter "greater than" or "less than" value directly from the chart. You can do this by right-click on any data point. Example scenarios

• Outlier detection: You notice one sales rep with exceptionally high revenue and want to see who else exceeded the same target.
• Benchmarking: You want to see which sales reps generated revenue above the average so you can recognize and celebrate their performance.

Or right-click on value cell of a table