Here’s how it works!
Connect a Data Warehouse
Holistics works by operating on top of your data warehouse, so you're always in control. We are able to run on a large selection of warehouses — including RedShift, BigQuery, Snowflake, PostgresSQL and MySQL.
Holistics may also connect to multiple data warehouses at the same time!
Ingest your Data
Use Holistics's built-in data connectors to load data from Google Analytics, Facebook Ads, Google Ads, Pipedrive, or Google Sheets.
If you have custom data in an application database, get a software engineer to set up a secondary, and connect that directly to Holistics. Holistics will copy that data into your data warehouse for you.
Transform your Data
After you've ingested your data, you'll need to transform it into something that's useful. Holistics allows you to transform and aggregate your data within your data warehouse. You can do this by creating a view over your data, or persist that view into a new table for performance reasons.
Naturally, this feature works across multiple tables in multiple data sources!
Model Your Data
Map your business metrics to your raw data. Create data models that capture your most important business metrics. In each model, define custom attributes from multiple data sources.
Build relationships between these models. Then, visualize where each metric comes from ... within Holistics itself!
Get Answers To Your Business Questions
Give your non-technical users the ability to explore your business's most important metrics on their own.
Holistics comes with a self-service, drag-and-drop interface for non-technical users. You are able to create your own charts, visualizations and pivot tables by dragging the relevant metrics for display.
Create Interactive Dashboards from Charts
Holistics also comes with filtered dashboards — where you may filter a dashboard to display numbers for a single entity.
For instance, let's say you want to view a collection of indicators for a single customer, and reuse this dashboard for each of your customers. That's doable: just have your data analyst create a dynamic dashboard within Holistics.
Deliver Reports or Dashboards to your Entire Company
Once you have your dashboards and reports set up, Holistics lets you deliver these insights however you want: via email, Slack, SFTP upload, to a Google Sheets, or even to an API you control.
Set up your delivery schedule once, and have your reports delivered like clockwork forever.
Pushing data is better than pulling.— Max Lee, VCNC. VCNC sends reports from Holistics to their customer support and marketing teams, via Slack and email.
Perform Ad-hoc Analysis for Special Questions
Have a complex query that only your data analyst can answer? Fear not: Holistics comes with a powerful SQL editor that's used throughout the entire product.
Enjoy smart auto-complete that draws from your data, and great SQL syntax highlighting whenever they write complex queries as part of their work.
Manage Your Data Assets, All In One Place
Have problems keeping track of your data? Can't remember the definitions of particular metrics, or recall which data sources certain reports draw from?
Holistics makes it easy to manage your data assets in one place. Annotate fields in your transformed data. View a data dependency graph from within the report itself. Never feel lost in your own metrics again.
Grow your Data Department with No Lock In
Holistics takes care of the bulk of your basic data analytics tasks. But if you want to augment your data infrastructure with additional tools later, Holistics doesn't stand in your way. There's no lock-in with Holistics. All transformations are persisted in your data warehouse. Just connect other data tools on top, later, when you need them!
Frequently Asked Questions
What databases and data sources can Holistics connect to?
If you use something that's not on the list, feel free to contact us and we'll be happy to work on an integration.
What if I don't have a data warehouse?
How are you guys different from Tableau?
How can I sign up for a trial?
We do this to make sure you get the most value out of the software, by giving you a demo of the functionalities that most fit with your use cases.
I already use other BI tools, can I use Holistics alongside them?
Trusted by Startups and Enterprises
Holistics has hundreds of happy customers from tiny startups to 1000+ strong unicorns
RedDoorz is a value hotel chain with more than 500 properties in South East Asia. RedDoorz automated data operations with a one person data team for its hotels business, and made data readily available for the entire organization using Holistics.
HK-based Floship provides ecommerce fulfillment and shipping services to international clients. Floship’s data teams picked up SQL basics in a weekend and built a data savvy, automation-focused company culture with Holistics.
Kata.ai makes conversational AI solutions. Kata.ai uses Holistics to process over 9 million messages a day in order to develop better chatbot AI models, improving delivery of customer analytics and internal product analysis.