43 posts tagged with "new-feature"

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!

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