Product Roadmap
What just got shipped, and what's shipping next.
📚 Metric Catalog
A central catalog for your organization's metrics — browse, discover, and reuse consistent definitions across dashboards.
🧭 Expand and collapse table columns and rows
Expand and collapse table columns and rows so users can quickly focus on specific data without losing the overall structure.
🧰 Revamp Query Model Builder
Refresh the create and edit experience for query models to make building and iterating on them noticeably faster.
🧮 Calculation Builder: Percentile
Create continuous and discrete percentile calculations directly in the GUI.
⚡ Filter auto-apply
Coming soon: enable auto-apply to re-run your dashboard automatically whenever a filter or control value changes — no Apply button required.
🎨 Customize Ask AI Interface in Embedded Analytics
Turn Ask AI into a seamless part of your product with full branding control over logos, messages, and naming
📝 AI-powered Dashboard Summaries
Coming soon: auto-generate dashboard summaries that highlight key trends, notable changes, and actionable insights.
💻 Local Development with AI Agents
Coming soon: use local AI agents like Claude Code, Cursor, or GitHub Copilot alongside Holistics through MCP.
🔐 OAuth for MCP Server
Coming soon: connect web-based AI agents like Claude.ai or ChatGPT to the Holistics MCP Server without manual token setup.
🧠 Organization-level AI Memory
Coming soon: promote individual AI memory insights to the organization level, surfacing suggestions to improve the semantic layer and dashboards.
📊 AI Usage Analytics
Coming soon: give admins visibility into AI adoption — who's using AI, what questions get asked, and how usage trends over time.
🔌 Embed Events: two-way communication for embedded dashboards
Send commands to an embedded dashboard and listen for events back in your host app using the standard postMessage API.
🎨 As-Code Color Palettes
Define and manage color palettes directly in AML for consistent, reusable branding across your workspace.
🛡️ Prevent invalid metric breakdowns in multi-fact schemas
Control which dimensions can be used with each metric using filter_direction, preventing silent data correctness issues in complex models.
🗄️ Reusable Library in Reporting
Announcing the upcoming Reusable Library in Reporting, allowing dashboard editors to browse and insert shared components without switching to Development.
✨ AI Development Copilot
Build datasets, dashboards, or edit any code file in Development with an AI copilot — dramatically speeding up your analytics workflow.
📊 Create Canvas Dashboards in Personal Workspace
Announcing the ability for users to save Canvas Dashboards directly to their personal workspace.
🧠 AI Skills
Package your team's best workflows and domain knowledge into reusable AI Skills — so Holistics AI can run them consistently every time.
🤖 Use Claude as your custom AI provider
Connect your Claude API key and choose your preferred models for Holistics AI.
🤖 Use Gemini as your custom AI provider
Connect your Gemini API key and choose your preferred models for Holistics AI.
🧮 Calculation Builder: Arithmetic (+, -, ×, ÷)
Create arithmetic calculations (+, -, ×, ÷) directly in the GUI - no AQL required.
🔧 Configure User Access to AI
YControl who can use Holistics AI in your organization
📤 Export Widget Now Reflects Ad-hoc Interactions
Exports from canvas dashboard widgets now capture active ad-hoc interactions - filters, date drill-downs, and breakdown changes - so what you export matches exactly what you see.
🛡️ Automate user provisioning with SCIM
Sync users and groups from Okta or Microsoft Entra ID to Holistics, and enforce SSO-only authentication.
💬 AI chat history
Your AI conversations are now saved automatically. Revisit, search, and continue past analyses anytime.
📊 Chart styling in Reporting
Chart styling for KPI Metric, Data Table, Pivot Table, and Metric Sheet is now available in Reporting — configure styles directly from Dataset Explore and the Report creation flow.
✨ Explore Settings Panel Redesign
The Explore visualization settings panel now features improved spacing, typography, and contrast for easier configuration.
🎨 Theme Builder Sandbox
A visual sandbox to design and preview dashboard themes, then export the AML code — no manual coding required.
🔍 Drill-through: 'Any Value' Filters Now Carry Through
Filter states set to 'any value' on a source dashboard now carry through correctly when drilling to a target dashboard.