What's New

Percentile calculations are coming to the Calculation Builder!

Create continuous and discrete percentiles directly in the GUI. Choose from common percentiles (P10, P25, P50, P75, P90, P95, P99) or enter a custom value.

Two types are supported:

• Continuous percentile - interpolates between adjacent values
• Discrete percentile - returns the closest actual value from the data

Example use cases​

• P10 customer lifetime value - identify your lowest-value segment to investigate churn risk
• P25 vs P75 salary range - show the interquartile range for compensation benchmarking
• P75 order value - understand where the bulk of revenue sits for pricing decisions
• P90 response time - track performance while filtering out outliers
• P95 session duration - identify power users by top 5% engagement time
• P99 query execution time - catch extreme outliers for capacity planning

Stay tuned - more Calculation Builder capabilities are on the way!

Filter Auto-apply is coming to Dashboard preferences. When enabled, your dashboard will re-run automatically whenever a filter or control value changes — no Apply button required.

Today, every filter change requires a manual Apply click to update the dashboard. This is easy to miss, especially for non-technical viewers who expect the dashboard to respond immediately. With auto-apply, you can remove that friction for dashboards where it makes sense.

How it will work​

1. Go to Dashboard preferences > General
2. Check Auto-apply filters and controls, then save
3. Publish your changes (Development mode) or reload the page (Reporting mode)

Note: Auto-apply triggers a query on every filter change. For dashboards with many charts or intensive queries, keep manual Apply to avoid unnecessary query costs.

Learn more: Enable filter auto-apply

AI Development Copilot is now in beta. Analysts can ask the copilot to build datasets, wire up dashboards, or edit any code file in Development — without leaving the editor.

Previously, building out a semantic layer meant hand-writing AML file by file. The copilot takes care of the repetitive parts: scaffolding models and datasets, adding relationships, translating a sketch into a canvas dashboard, or refactoring a messy field definition. You stay in charge — review the diff, tweak, commit.

Learn more: Build datasets with AI

AI Skills are now available. Turn your team's playbooks and domain expertise into reusable, packaged instructions — so Holistics AI can run the task consistently every time, without re-explaining it in every prompt.

Learn more: AI Skills

You can now connect your own Claude account to Holistics AI. Bring your Claude API key, pick your preferred models, and run Holistics AI with full control over cost and usage.

Learn more: Bring Your Own LLM

You can now connect your own Gemini account to Holistics AI. Bring your Gemini API key, pick your preferred models, and run Holistics AI with full control over cost and usage.

Learn more: Bring Your Own LLM

Arithmetic calculations (+, -, ×, ÷) are now available in the Calculation Builder!

You can now perform basic math operations on your fields directly in the GUI:

• Add (+) - e.g., Revenue + Tax
• Subtract (-) - e.g., Revenue - Cost = Gross Profit
• Multiply (×) - e.g., Price × Quantity = Total Order Value
• Divide (÷) - e.g., Converted Users ÷ Total Users = Conversion Rate

Like other GUI calculations, you can compose these with existing metrics, or convert to AQL for further customization.

Control who can use AI in your organization. This helps you roll out AI gradually and enable it for selected teams first.

Learn more: Holistics AI | User Access

Widget exports now reflect ad-hoc interactions you've applied on screen - so what you export is exactly what you see.

Previously, exporting a chart after applying ad-hoc changes would revert to the original unmodified data. To get an accurate export, users had to switch to Explore mode and manually reapply every interaction. Now the export captures the current on-screen state directly - no workaround needed.

This applies to all supported ad-hoc interactions on the widget:

• Block-level filters
• Date Drill
• Breakdown dimension changes

Both data exports (CSV/Excel) and image exports (PNG/JPEG/SVG/PDF) are covered. No UI changes - same export action, correct output.

SCIM provisioning and SSO enforcement are now available on the Custom Plan. Your Identity Provider (Okta or Microsoft Entra ID) can be the single source of truth for who has access to Holistics.

Previously, every user account and group had to be created and maintained manually inside Holistics, separate from your IdP. At enterprise scale, this meant manual invites for every new hire, manual deactivations on offboarding, and constant drift between IdP groups and Holistics groups. Now, your IdP pushes user and group changes to Holistics automatically: users are created on assignment, profiles update on change, and accounts deactivate on removal.

Why this matters​

• Automated user lifecycle. Assign someone to Holistics in your IdP and they get an account with the right role. Remove them and the account deactivates. No manual steps.
• IdP group sync. Okta or Entra ID groups push to Holistics as synced groups, with membership changes propagated automatically. Synced groups auto-link to existing manual groups by name.
• Group-to-role mapping. Map IdP groups to Holistics roles (Viewer, Explorer, Analyst, Admin), with least-privilege when a user belongs to multiple groups.
• Clean coexistence with manual setups. Synced and manual users/groups live side by side. Synced entities are read-only in Holistics; manual entities stay editable. The read-only boundary is at the membership level, so you can still clean up pre-SCIM assignments.
• Forced SSO. Disable password login entirely and require all authentication through your corporate IdP, with an emergency admin exception for lockout recovery.

Learn more: SSO & SCIM Provisioning