23 posts tagged with "enhancement"

GitHub App integration is now available in Holistics. You can connect external Git repositories at the organization level through a single OAuth install, replacing the per-person Deploy Key (SSH) and Personal Access Token (HTTPS) setup.

What's new:

• One-click connect: install the Holistics GitHub App on your GitHub org, pick the repos you want, and both git sync and PR Workflow are enabled in one step. No SSH keys to upload, no PATs to copy.
• Org-level auth: the connection belongs to your GitHub organization, not to any one person's account. Team changes won't break the integration.
• HTTPS only, no SSH required: works for orgs that prohibit org-wide SSH.
• Centralized control: permissions, repo access, and revocation are managed from your GitHub org settings, with a full audit log.

Deploy Key and Personal Access Token remain available as fallbacks for non-GitHub providers and for orgs that prefer them.

Learn more​

• Connect to GitHub with the Holistics GitHub App
• External Git: overview
• Connect with SSH Deploy Key

Auto-abbreviation is available for Number (Normal and Currency) fields. Holistics helps you pick the right unit (K, M, or B) based on the value's magnitude - no more 0.00M or 1,000K.

What's new​

A new Auto option is in the abbreviation picker alongside None / K / M / B. After configured, the system picks the abbreviated unit based on each value's magnitude:

• Under 1,000: shown as-is (e.g., 800)
• 1K - 999K: abbreviated as K (e.g., 250K)
• 1M - 999M: abbreviated as M (e.g., 12M)
• 1B+: abbreviated as B (e.g., 1.2B)

Learn more​

• Number format in GUI - configure via the GUI
• Number format in AML - as-code syntax reference

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.

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

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

You can now convert quick dashboards to canvas dashboards directly in Reporting — no more being redirected to Development.

Previously, this conversion always navigated you to Development, disrupting your workflow and completely blocking explorers. Generated dashboards also always landed in the public root folder with no choice of destination.

What's new​

• Generate in Reporting — when “Allow direct Dashboard Editing in Reporting” is enabled, conversion happens right in Reporting. Personal workspace dashboards always generate in Reporting.
• Choose where to save — save to Public workspace for team sharing, or Personal workspace for private use.

Learn more: How to generate a canvas dashboard from a quick dashboard

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.

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.