40 posts tagged with "new-feature"

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

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

AI Chat History is now available. Holistics saves every conversation automatically, so you can pick up where you left off — whether you closed your browser, switched tabs, or came back the next day.

Previously, you lost AI conversations the moment you navigated away or refreshed the page. Now your full conversation history — questions, answers, and generated charts — persists across sessions.

Learn more: AI Chat History

Theme Builder Sandbox is now available as a standalone tool to design dashboard themes visually.

Previously, creating a theme required writing AML code by hand — a tedious process with no way to preview changes in real time. Now you can use the sandbox to design interactively, see your changes instantly, and export the generated AML code to use in Holistics.

How it works:

1. Open the Theme Builder Sandbox
2. Customize colors, fonts, and layout visually
3. Copy the AML code and paste it into your Holistics theme.aml file

Learn more: Dashboard Themes

Dashboard themes configuration is now available in Reporting. Select and apply themes directly when building canvas dashboards — no need to switch to Development.

Previously, configuring themes required switching to Development, which added friction and blocked explorers entirely. Now you can do it right in Reporting.

Learn more: Dashboard themes

Your embed users can now subscribe to dashboards and receive scheduled reports straight to their inbox — no login required.

Key benefits​

• Flexible formats — PNG, PDF, Excel, and CSV attachments
• Personalized schedules — apply dashboard filter overrides per user (e.g., a regional manager only sees their region)
• Admin governance — monitor, pause, or delete user schedules from a management UI

How it works​

1. Add user identity and allow_data_subscribe: true to your embed payload
2. Users subscribe to dashboards from the embedded interface
3. Users receive reports on their chosen schedule with filters applied

Learn more: Email Subscriptions for Embed Users