40 posts tagged with "new-feature"

Power BI to Holistics migration is now available. Holistics maps every core Power BI concept to its Holistics equivalent, and a new migration skill applies that mapping for you in a single command.

Here's how the concepts line up:

• Semantic models → datasets, with table relationships carried over (including role-playing relationships)
• DAX measures → AQL metrics
• Reports → Canvas Dashboards, filters and visuals included

Previously, switching from Power BI meant rebuilding all of that by hand, which is weeks of work that kept teams from making the move. Now you drop your .pbip export next to a Holistics project and run one command. The skill writes the models, translates the metrics, rebuilds the dashboards, validates parity against your original Power BI values, and syncs to Cloud. Weeks become hours.

Learn more: Migrating to Holistics from Power BI

Local agentic development setup is now a single skill. After cloning your project, open Claude Code and run /setup-amql-development and it handles the whole setup for you.

Setting up a local development workflow used to mean a string of manual steps, each with its own way to fail:

• Set up Git integration and pull the project locally
• Install the Holistics CLI and authenticate
• Connect the MCP server and authenticate
• Install the Holistics skill
• ...and only then start developing

The new /setup-amql-development skill collapses that into one step. Once you clone your project, install the holistics/skills plugin, run the skill, and wait for it to finish. Under the hood it:

• Installs and authenticates the Holistics CLI over OAuth (no more API key copying)
• Connects the MCP server to your agent
• Starts a continuous holistics sync-code session

When it completes, your agent connects to your workspace and you can start developing.

Learn more: Local development with AI agents

Oracle Database is now a supported data source in Holistics. You can connect your Oracle warehouse directly and build models, datasets, and dashboards with full filter support, no ETL workaround required.

Previously, Oracle-shop teams had to land their data in a separate warehouse before Holistics could query it. Now you can point Holistics straight at Oracle and get to work.

Learn more: Oracle

AI that Asks Back makes the Ask AI experience more interactive and conversational.

Instead of ending after a single response, Ask AI can now guide the conversation forward by suggesting relevant next prompts and asking clarifying questions when needed. This makes it easier to refine your query, explore follow-up questions, and get better answers faster.

What's new:

• Suggested next prompts help you continue the conversation with one click.
• Clarifying questions help Ask AI better understand your intent before answering.
• A smoother workflow means less typing and less copy-pasting.

Holistics MCP Server now supports OAuth authentication. No API key needed — each user authenticates with their own Holistics account, so you get per-user access control and a proper audit trail out of the box. No shared credentials.

Learn more: Connect AI Tools

Local Development with AI Agents is now in beta. Use the AI tools you already know (Claude Code, Cursor, GitHub Copilot) alongside Holistics through Model Context Protocol (MCP).

Local agents bring richer development tooling: git actions, diffs, auto-complete, and inline code suggestions. Pair that with Holistics' semantic layer via MCP and you get a modeling workflow that stays connected to governed data while feeling like the code editor you're used to.

Learn more: Local development with AI agents

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

Customize Ask AI Experience lets Ask AI feel like a native part of your product.

Previously, every embedded portal showed the same default Holistics Ask AI welcome page. Now you can customize:

• Logo - use a global icon or set different icons per UI location (chat page, toolbar, left panel) with automatic fallback
• Intro headline and body - set your own welcome message with full Markdown support
• Prompt placeholder - guide users with contextual example prompts (multiple values rotate every 3 seconds)
• Assistant name - rename "Ask AI" to match your product (shown in the sidebar and top-left corner)

Customization is defined at the embed definition level using AML, giving you version control and per-portal flexibility:

EmbedPortal ecommerce_portal {
  ai {
    customization: EmbedPortalAiCustomization {
      global {
        icon: 'https://cdn.example.com/logo.png'
        assistant_name: 'Ask Hooli'
      }
      chat_page {
        icon: 'https://cdn.example.com/chat-icon.png'
        intro {
          header: 'Hi, what would you like to know?'
          body: 'Ask questions about your data in natural language.'
        }
        prompt_placeholder: ['Ask me anything, eg: Top 5 products by revenue', 'Try: Show monthly revenue trend', 'Try: Which region has the highest sales?']
      }
      toolbar {
        icon: 'https://cdn.example.com/toolbar-icon.png'
      }
      left_panel {
        icon: 'https://cdn.example.com/panel-icon.png'
      }
    }
  }
}

Icons resolve per UI location: per-section icons take priority, falling back to global.icon and then the default Holistics AI icon. All fields are optional.

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!