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

We’ve made some new tweaks to the Calculation Builder to make field creation more flexible and powerful 💪

Available in development​

You can now use the Calculation Builder in the development space, so you’ll get the intuitive GUI to speed up creating and testing your fields before publishing.

GUI vs. formula mode​

Switching between the Calculation Builder and Formula view is now simple, so you can work in whichever mode feels most comfortable.

Enhanced AAFs through calculation builder​

Period over period, percent of total or moving calculations are now powered by AQL, allowing you to extend it and combine it with other metrics.

Period‑over‑period calculations automatically match the date granularity in your visualizations, so there’s no need to adjust it yourself.

See it in action​

Try them out and let us know your feedback 🙌

We are thrilled to announce that you can now save Canvas Dashboards directly to your personal workspace!

🌟 What's new​

• Before: Personal workspaces only supported Quick Dashboards. To build as-code Canvas Dashboards privately, you needed admins to set up private folders in the Public workspace.
• After: You now have both Quick Dashboards and Canvas Dashboards in your Personal workspace for a flexible, end-to-end creation experience.

📝 Notes​

• This feature is currently in open beta. Functionality and availability may change as we collect feedback.
• Personal Canvas dashboards are only accessible in Reporting. Support for personal Canvas dashboards in Development is under consideration.
• Modeling changes can occasionally break personal dashboards. Learn how to resolve them in the dev workflow guide.

Why Spreadsheet Analysis Is Still A Pain​

Picture this: It's Monday morning, and your stakeholder needs insights from that customer survey data sitting in a spreadsheet. Or maybe you want to combine your CRM export with existing metrics for a one-time analysis. In traditional BI setups, you're looking at:

• Waiting for data engineering resources
• Complex ETL pipeline setup for temporary data
• Database permissions and access hurdles
• Hours or days before you can start analyzing

What if you could skip all that and go straight to insights?

The Solution: Import CSV/Google Sheets Through Holistics​

Imagine this instead: You drag your CSV file into Holistics, and it loads straight into your database. Within seconds you're building charts and dashboards.

No IT tickets, no manual setup, no waiting around.

We're working on seamless CSV and Google Sheets import that drops your data directly into your existing warehouse, automatically creates data models with proper field types, and lets you start analyzing immediately.

Your data stays in your own infrastructure, gets proper validation and configuration. You can also re-upload your source file to keep things fresh. From raw file to actionable insights in a minute.

Want early access? Reach out to us via a support ticket!