45 posts tagged with "new-feature"

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

Mobile view configuration is now available in Reporting. Set up responsive mobile layouts directly when building canvas dashboards — no need to switch to Development.

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

Learn more: Mobile responsiveness

Holistics MCP Server is now available, letting you connect AI agents to your Holistics workspace via the Model Context Protocol (MCP).

With this release, AI agents can:

• Explore data - ask business questions and get answers from your Holistics datasets without leaving your AI tool
• Generate visualizations - create charts and graphs directly in conversation
• Search your workspace - find datasets and dashboards by name or description

The MCP server works with Claude Desktop, Claude Code, Cursor, VS Code, OpenAI-compatible clients, and custom bots (Slack, Telegram, Discord). Setup takes about a minute - add a JSON config with your API key and regional endpoint.

You can also build your own AI-powered bots and embed them in your product or internal tools - giving your end users a way to ask data questions without needing a Holistics account.

Learn more: Holistics MCP Server

Your Holistics semantic layer is now open. You can query Holistics datasets (dimensions + metrics) outside of Holistics via API and get results back as JSON.

That means the same governed metrics your dashboards use can power notebooks, internal tools, automations, and more - without rebuilding logic in every tool.

Key benefits​

• No vendor lock-in. Your metric definitions are accessible via API, not trapped inside a proprietary tool. Invest in your semantic layer knowing it stays portable.

• Single source of truth. Teams often rebuild the same business logic in multiple places. That creates drift ("why is revenue different here?"). Now you define once in Holistics and query everywhere.

• Works with any tool. Jupyter/Python, terminal (curl), internal services, automation workflows. If it can make HTTP requests, it can query your Holistics dataset.

We're excited to announce a major upgrade to operational governance. Admins now have direct access and full control over any user's personal workspace content, eliminating the need for mandatory impersonation.

🌟 Key Benefits​

• Eliminate impersonation friction: No more slow, inconvenient switching to manage or modify content across multiple users’ personal workspaces (especially for dependency cleanup).
• Full Admin coverage: Admins will be able to manage or clean up content within other Admin accounts. This resolves the current limitation where Admins cannot impersonate one another.

For full detail, you can check our public doc here: Manage users' personal content.

We’re excited to share an important upgrade to collaborative editing in reporting dashboards. Teams can now work on the same dashboard at the same time with far less risk of losing each other’s work.

Key benefits​

• Confident team editing: work in parallel without losing each other's updates.
• Works across tabs and blocks: teammates can divide and conquer different parts of the dashboard.
• Predictable outcomes: when edits overlap, the latest save wins for that specific item (and previous versions are always preserved in history).
• Better self-service at scale: designed for teams where many contributors edit dashboards regularly.

⚙️ How we keep everyone’s changes​

Here’s how Holistics combines updates when multiple people edit IN PARALLEL:

• When someone clicks Edit, Holistics records the exact dashboard state they started from (basically: “this is the version I’m editing.”)
• When they click Save, we compare the “before” and “after” versions to understand the user’s intended updates (for example: reordering tabs, editing a block, resizing or moving blocks, changing the canvas size, updating dashboard settings, and more).

Therefore:

• If multiple users make changes to the same thing (e.g., editing the same block or renaming the dashboard title), the latest saved version is kept for that specific item.
• If multiple users make different changes in the same dashboard (e.g., User A edits Block A, User B edits Block B, User C adjusts canvas size), Holistics applies all of those updates together, so no one’s changes are lost.