70 posts tagged with "new-feature"

Data Lineage shows what a model, dataset, or dashboard is built from and what depends on it, in a panel below the code in the IDE. Because it is compiled from your own project code, it stays accurate, so you can change things with confidence and trace any number back to its source.

Why this matters​

• See what a change will break: check what depends on an object before you rename a field or edit a metric, so nothing breaks silently.
• Find where a number comes from: follow a figure back through metric, dataset, model, and source table instead of tracing it by hand.
• Always accurate: the graph is compiled from your project code and reflects your current branch, with nothing to set up or refresh.

Learn more: Data Lineage

You can now convert between Apache Ossie and AML in both directions. Apache Ossie (formerly Open Semantic Interchange, or OSI) is the open, vendor-neutral format for exchanging semantic models between tools.

Previously, a Holistics semantic layer lived only in AML, with no standard way to move it to or from another tool. Now you can:

• Export an AML dataset to an Ossie model, so any tool that reads Ossie can use your Holistics definitions.
• Import an Ossie model as AML files, so a model built in another tool comes into Holistics without being rewritten.

The converter is open source and lives in the Apache Ossie converters repository. It runs on your machine with the Holistics CLI, and needs no Holistics account or warehouse connection. Holistics is also listed on the Apache Ossie ecosystem page.

Learn more​

• Apache Ossie (Open Semantic Interchange)
• Converter source and limitations

New in Holistics: you can now add reference lines to charts directly in your dashboards, without opening the Explore modal.

This is the first step of something bigger. We're bringing common analyses into the dashboard through the Analyze menu, a lightweight exploration layer that lets business users interrogate their data right where they read it.

Why this matters​

Business users often want to quickly explore a dashboard chart: spot a trend, compare against a benchmark, or look at a previous period. Until now, all of these meant opening the Explore modal and working through the chart settings, which has many options they don't need. Now they can do it in a few clicks, right on the dashboard.

How it works​

Open the Analyze menu on a dashboard chart and select Reference line. Use Quick mode to apply it across the whole chart in one click, or Advanced mode to set it up for each metric. Every analysis in the Analyze menu works the same way:

• Temporary and only for you: Like filters, analyses you add apply only to your view and aren't saved to the chart.
• Included in widget exports: Widget exports include the analyses you added. Dashboard exports don't.
• Continue in Explore: If you open Explore, your analyses come with you so you can keep refining them.

Trend lines are the next analysis you can add directly on dashboard charts, after reference lines. Pick a trend type and see right away whether your metrics are going up or down, without needing to open the Explore modal.

How it works​

Open the Analyze menu on a dashboard chart and select Trend line. Use Quick mode to apply it across the whole chart in one click, or Advanced mode to set it up for each metric. Every analysis in the Analyze menu works the same way:

• Temporary and only for you: Like filters, analyses you add apply only to your view and aren't saved to the chart.
• Included in widget exports: Widget exports include the analyses you added. Dashboard exports don't.
• Continue in Explore: If you open Explore, your analyses come with you so you can keep refining them.

HTML layout is now available in beta. Instead of arranging blocks on a fixed grid, you can design the page with plain HTML and CSS.

Why this matters​

• Build any layout you want: reports, slides, newspaper-style pages, or anything else you can design.
• Reuse existing interactions and permissions: filters, drill-downs, cross-filtering, and row-level and column-level permissions work on each block exactly as before, because only the layout changes.

How it works​

Chat with Holistics AI, or write the code yourself:

1. Use HTMLLayout in place of TabLayout and write plain HTML and CSS.
2. Add any viz, text, or filter block with <h-block name="..." />.

Automated AI-authoring for HTML layouts is planned as a follow-up ahead of general availability.

Learn more: Introduction to HTMLLayout | AML HTMLLayout reference

AI dashboard building has been available for a while, and we've now made it more accessible, more reliable, and easier to use.

1️⃣ Now available in Reporting​

You can now use AI to create new dashboards and edit existing ones directly in Reporting. Previously, AI dashboard building was only available in Development. With this update, Explorers can build dashboards with AI for the first time.

2️⃣ A better, more reliable building experience​

• Specialized build skills: Holistics AI now uses dedicated built-in skills for different actions, such as creating a dashboard, applying a theme, or building a custom chart, instead of relying on one general-purpose step.
• Plan before building: AI proposes a plan first, so you can review the approach before it starts building.
• Start from what you already have: kick off a build from a plan doc, sketch, or other attachment shared in AI chat.
• Fewer timeouts: builds are now less likely to stall or time out midway.

There's more happening under the hood to make the overall experience smoother.

Learn more: AI dashboard building

AI Block turns your dashboard's data into a written narrative - so viewers get the "so what," not just rows and bars to interpret themselves.

Write a prompt once, and use it to:

• Summarize a dashboard: "Summarize this dashboard and call out key insights" turns your data into a short narrative viewers can read at a glance.
• Analyze customer reviews: turn open-ended reviews into a sentiment trend and common themes, instead of reading through every one yourself.
• Brief different viewers differently: use AI Skills in the prompt so the same block gives the Head of CS a strategic brief, Support Agents an ordered work list, and everyone else a plain summary.

The result persists as a saved block. It refreshes automatically when the dashboard opens (if Auto-run on open is enabled), and asks before refreshing when a viewer changes a source visualization.

Learn more: AI Block on dashboard

AI chat attachments let you add images and plain text or code files directly into your AI chat conversations for extra context.

With attachments, you can:

• Rebuild something that lives outside Holistics: attach a screenshot of an external dashboard and ask the AI to recreate it.
• Build out new metrics from a spec: attach a screenshot of the metrics your product team shared in Slack, and the AI drafts them for you to review and approve.
• Analyze against a list or a number that isn't in your warehouse: attach this quarter's budget and compare it to actuals.

Supported file types:

• Images: PNG, JPG, WebP, GIF, SVG
• Plain text or code files: TXT, MD, HTML, CSV, JSON, XML, SQL

Learn more: Conversation Context

AI Tasks let you define a reusable unit of AI work once, then run it automatically - on a schedule or on demand.

Use an AI Task for work that's repetitive, doesn't need your presence, and has a clear definition of "done." Because you set explicit acceptance criteria, every run is automatically checked pass or fail, not just generated.

Use it to:

• Automate a recurring report - summarize last week's sales by region under your team's conventions, and flag any region that moved more than 15%, every Monday morning.
• Roll up AI Chat Insights - aggregate the past week's AI Chat Insights into a ranked list of the context gaps affecting the most conversations.

Coming soon: AI Tasks will be able to send their results to Slack and email.

Learn more: AI Tasks

Cost Analytics provides a breakdown of your AI spend, so you can see where it's coming from instead of just the total. Find it under AI Monitoring → Cost analytics, with three views:

• Cost Overview: your AI spend at a glance.
• Cost by User: spend broken down by user.
• Cost by Chat: spend broken down by individual chat.

Break the numbers down further by time, environment (Development or Reporting), origin (which AI feature triggered the cost), and more.

Learn more: AI Billing