Learn Holistics by Doing

1. Open Ask AI.
2. Type your question in plain language.
3. Review the suggested chart or dashboard.
4. Open the related report to explore further.

1. Open the conversation.
2. Copy the share link.
3. Send it to teammates inside your company.

Conversations are retained for a limited time, so save important charts to a dashboard.

1. Open the chart or AI result.
2. Open the AI side panel.
3. Ask your follow-up question.
4. Read the explanation.

1. Open a dashboard.
2. Select the widgets you care about.
3. Ask AI to summarize them.
4. Review the summary.

1. List your company terms, metrics, and recommended dashboards.
2. Share them with your data team.
3. The data team builds context files.
4. Ask AI questions and refine over time.

This is direction-of-travel; confirm what's available today with your data team.

1. Identify a repeated workflow or question.
2. Describe what the AI skill should help with.
3. Share examples with your data team to build and govern it.
4. Help test whether the skill produces useful results.

1. Identify the internal AI interface you want answers in.
2. Ask your data or IT team whether Holistics can be connected.
3. Define what types of questions to support.
4. Test responses with governed data access.

1. Review the AI-generated chart.
2. Hover or click to inspect values.
3. Open the report.
4. Filter or drill into the data.

1. Open a dashboard or report.
2. Add or edit a filter.
3. Pick the field and value.
4. Apply and review the result.

1. Open a dashboard with cross-filtering enabled.
2. Click a value or segment in any chart.
3. Watch the other charts filter to match.
4. Click again to clear the cross-filter.

Cross-filtering is turned on by your data team when building the dashboard.

1. Open a report in exploration mode.
2. Add a top/bottom N filter on the metric.
3. Set N and the ranking direction.
4. Apply and review the ranked result.

1. Click a metric or chart segment.
2. Choose a drill-down dimension.
3. Review the breakdown.
4. Keep drilling as needed.

1. Click the metric or chart element.
2. Choose "view underlying data".
3. Inspect the record-level table.
4. Export only if permitted.

1. Click the metric, row, or record.
2. Pick the drill-through destination.
3. Continue analysis in the destination dashboard.

This usually requires your data team to set up the workflow first.

1. Open the report.
2. Enter exploration mode.
3. Add or remove fields.
4. Save to your personal workspace if useful.

1. Open a report in exploration mode.
2. Ask AI to create a calculated field.
3. Review and apply it.
4. Save the report if useful.

1. Open a report in exploration mode.
2. Open the Calculation Builder from the dataset fields panel, visualization settings, or a table.
3. Pick a calculation — sum, average, count, running total, or a conditional metric.
4. Apply it, then save the report if useful.

New calculation types include Concat, Date difference, Date add, Case when, and Rank, so you can work with text, dates, and rankings too. You can switch between the GUI and Formula (AQL) view at any time, and view the generated AQL to learn the language as you go.

1. Open the Calculation Builder on your report.
2. Choose an arithmetic operation (+, −, ×, ÷).
3. Pick the two fields or metrics to combine, for example Revenue − Cost for gross profit.
4. Apply and review the new metric.

Arithmetic calculations can be composed with existing metrics, or converted to AQL for further customization.

1. Open a report in exploration mode.
2. Click the metric you want to analyze.
3. Choose period-over-period comparison.
4. Select the comparison period.

1. Open a report in exploration mode.
2. Click the metric.
3. Choose running total.
4. Pick the dimension to accumulate across.

1. Open a report in exploration mode.
2. Click the metric.
3. Choose a moving calculation, such as a moving average.
4. Review the smoothed trend.

1. Open a report in exploration mode.
2. Click the metric.
3. Choose percent of total.
4. Review the updated calculation.

1. Open a chart in exploration mode.
2. Open the analytic functions menu.
3. Add a trend line.
4. Pick the trend line type if needed.

1. Open a chart in exploration mode.
2. Open the analytic functions menu.
3. Add a reference line.
4. Set the value or field it should mark.

1. Open a report in exploration mode.
2. Add a filter condition.
3. Group conditions together.
4. Combine AND and OR logic, then apply.

1. Finish your exploration.
2. Click save.
3. Choose your personal workspace.
4. Name the report clearly.

1. Open the report.
2. Click export.
3. Choose CSV or Excel.
4. Download the file.

Export permissions may be controlled by your data team.

1. Open a canvas dashboard.
2. #
3. Drag components anywhere on the canvas.
4. Place filters where they make sense, not just at the top.

Unlike fixed dashboards, a canvas dashboard lets you position filters anywhere on the page, not only across the top.

1. Open the dashboard settings panel.
2. Set the layout and grid options.
3. Adjust zoom and responsive behavior.
4. Save your settings.

1. Pick a chart type from the chart selector.
2. Open the Configure panel to set fields and options.
3. Use the toolbar for Analyze, Ask AI, filters, and sort.
4. Run to preview your result.

1. Open the report.
2. Choose conditional formatting.
3. Define the threshold.
4. Pick the style and save.

1. Open a table visualization's style settings.
2. Turn on text wrapping for headers or cells.
3. Set a custom label to rename a field.
4. Save the styling.

1. Select the chart or table.
2. Open its style settings.
3. Change colors, fonts, and borders.
4. Save your changes.

1. Open a report and add a custom chart.
2. Paste or adapt a visualization spec.
3. Map your fields into the chart.
4. Save it to your dashboard.

Adding a custom chart may need your data team's help. For inspiration, browse the Vega-Lite example gallery to see how flexible the presentation can be.

1. Browse the template gallery for a starting point.
2. Add a Visualization block and choose the Markdown type.
3. Map your data fields into the template.
4. Adjust the design to taste.

Tip — ask AI to generate the block design for you. Browse the template gallery to get started.

1. Open the Theme Builder Sandbox.
2. Pick a pre-built theme, generate one with AI, or start from scratch.
3. Customize colors, spacing, and layout in the live GUI editor.
4. Copy the generated theme into Holistics, or send it to your data team to apply.

1. Pick the metric to monitor.
2. Define the alert condition or threshold.
3. Choose the channel (email, Slack, or webhook).
4. Ask your data team to set it up.

1. Pick the report or dashboard to send.
2. Choose the delivery schedule.
3. List the recipients and channel.
4. Ask your data team to set it up.

1. Open the saved report.
2. Click share.
3. Choose users or groups.
4. Confirm the access settings.

Check with your data team if you are unsure whether a report should be shared broadly.

1. Open a report and enter exploration mode.
2. Add, edit, or remove fields and filters. The URL updates as you go.
3. Copy the URL straight from your browser.
4. Send it to a teammate so they open the same view.

The link respects permissions, so teammates only see it if they already have access to the underlying data. Handy for collaboration, getting a second opinion, or troubleshooting a number together.

1. Pick the report or dashboard to share.
2. Define the external audience.
3. Decide on password protection and expiry.
4. Ask your data team to create the link.

1. Pick the report or record where the action should appear.
2. Describe the action users should trigger.
3. Name the destination system or workflow.
4. Ask your data team to set it up.