Release Notes

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.

We’re excited to share that Dashboard themes configuration will soon be available in Reporting! Dashboard editors will be able to apply themes directly when building dashboards in Reporting — without switching to Development.

The problem we’ve solved​

Previously, dashboard editors — especially explorers — had to switch to the Development environment to configure dashboard themes. This added unnecessary friction and completely blocked explorers, who can only work in Reporting.

The solution​

With this feature, you will be able to select themes to apply directly in Reporting when building canvas dashboards.

For more information, refer to our public doc: Dashboard themes.

Timeline​

This feature is under development, and expect to be available by the end of Feb 2026.

We know that keeping end-users engaged with data is one of the biggest challenges in embedded analytics. For many of your customers, logging into a dashboard every day isn't part of their routine.

We're excited to announce Email Subscriptions—a feature that allows your embed users to subscribe to dashboards and receive scheduled reports directly in their inbox. Whether it's a weekly performance summary or a daily status report, your users can now stay informed without ever logging in!

Key benefits​

• Frictionless Insights: Set up automated schedules in seconds—no technical setup required.

• Flexible Formats: Supports PNG, PDF, Excel, and CSV attachments, so users get data in the format that works best for them.

• Personalized Schedules: Users can apply dashboard filter overrides to tailor reports to their specific needs. For example, a regional manager can receive reports filtered to their region only.

• Admin Governance: A management UI lets admins monitor, pause, or delete user schedules—keeping you in control of what's being sent.

How it works​

1. Enable the feature by adding user identity and allow_data_subscribe: true to your embed payload
2. Your users subscribe to dashboards directly from the embedded interface
3. Reports are delivered on their chosen schedule with their preferred filters applied

We’re excited to share that Mobile view configuration is now available in Reporting! Dashboard editors can now set up responsive mobile layout directly where they already work — without switching to Development.

The problem we’ve solved​

Previously, dashboard editors — especially explorers — had to switch to the Development environment to configure mobile display. This added unnecessary friction and completely blocked explorers, who can only work in Reporting.

The solution​

With this feature now live, you can configure mobile view directly in Reporting when building canvas dashboards.

For more information, refer to our public doc: Mobile responsiveness.

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

We're excited to share our new feature: Generate canvas dashboards from quick dashboards directly in Reporting.

☔ Why we built this​

1. Can't generate canvas dashboards from quick dashboards in Reporting: Previously, converting a dashboard from version 3.0 → version 4.0 always navigated you to Development (even when “Allow direct Dashboard Editing in 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​

This update enables you to:

1. Generate directly in Reporting: When generating canvas dashboards from quick dashboards:

• For dashboards in Public workspace:
  • “Allow direct Dashboard Editing in Reporting” is enabled: The system prioritizes to generate dashboards directly in Reporting
  • “Allow direct Dashboard Editing in Reporting” is disabled: Users (with permission) will be navigated to Development to generate dashboards.
• For dashboards in Personal workspace: Generate directly in Reporting.

2. Choose the saving folder: Save to the Public workspace for team sharing, or the Personal workspace for private exploration

📚 Documentation​

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

Your Holistics semantic layer is now open. You can 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 - without rebuilding logic in every tool.

Key benefits​

• No vendor lock-in. Your metric definitions are accessible via API, not trapped inside a proprietary tool. Invest in your semantic layer knowing it stays portable.

• Single source of truth. Teams often rebuild the same business logic in multiple places. That creates drift ("why is revenue different here?"). Now you define once in Holistics and query everywhere.

• 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.