Holistics is a comprehensive self-service business intelligence (BI) platform designed to help businesses make data-driven decisions with ease and efficiency. Here’s a detailed overview of what the product does and its key features:
What Holistics Does
Holistics is tailored to enable business users to access and analyze data independently, without relying heavily on data teams. It streamlines the process of managing, analyzing, and accessing data, allowing for the creation of end-to-end business intelligence capabilities. The platform is designed to reduce the workload of data teams by automating routine tasks and providing a self-service environment for non-technical users.
Key Features and Functionality
Data Integration and Automation
Holistics allows for the integration of data from various sources, including databases, Google Sheets, Excel, and CSV files. It automates the process of syncing production data into the reporting database, eliminating the need for custom scripts. Users can upload spreadsheets into database tables using a simple drag-and-drop interface and map and filter data using JSON configurations.
Data Visualization and Dashboards
The platform offers a powerful chart library with customizable visualizations, from simple line charts to advanced cohort charts. Users can create interactive dashboards that provide a high-level view of key business metrics. These dashboards support advanced filters, drill-downs, and cross-filtering, enabling users to slice and dice data in various ways.
Metrics Sheets and KPIs
Holistics allows users to build fully automated, single-view metrics sheets for different departments such as Marketing, Sales, Operations, and Partnerships. These metrics can be sliced by daily, weekly, monthly, or quarterly periods, and users can set up predefined filters that can be reused across multiple reports and dashboards.
Data Modeling and Analytics
The platform features a semantic modeling layer where data teams can define business metrics and analytics logic once and reuse them across multiple reports. This ensures consistency in reporting and reduces redundancy. Users can build data models that reflect their company’s business logic, enhance them with custom dimensions and measures, and perform self-serve analytics using drag-and-drop data exploration modules.
SQL Workspace and Ad-Hoc Analysis
Holistics includes an interactive SQL editor with advanced auto-completion features, allowing SQL analysts to write and run queries intuitively. Users can abstract duplicate SQL snippets into query templates and reuse them across multiple reports. The platform also supports ad-hoc analysis and the execution of SQL queries for immediate insights.
User Access Control and Security
The platform provides robust user access control, allowing administrators to manage access to data sources and reports at the report, row, and column levels. It ensures that sensitive data columns are only accessible to authorized users and supports single sign-on (SSO) and additional security layers.
Automated Reporting and Alerts
Holistics enables the automation of report delivery via email, including charts, data tables, and Excel/CSV attachments. Users can schedule reports to be sent to different stakeholders, each receiving a customized set of data. The platform also offers automated alerts and notifications based on predefined conditions, keeping users informed about data irregularities.
Embedded Analytics and Sharing
The platform allows users to embed Holistics dashboards directly into their web applications for customer viewing. Reports can be shared via shareable links, and users can export reports in Excel and CSV formats. This facilitates easy data sharing with both internal teams and external stakeholders.
Timezone Handling and Cross-Filtering
Holistics intelligently handles timezone differences, adjusting data displays according to the user’s timezone. It also supports cross-filtering and drill-through functionalities, enabling users to deep-dive into data and compare metrics across different time periods.
In summary, Holistics is a powerful BI platform that simplifies data analysis, visualization, and reporting, making it an invaluable tool for businesses seeking to enhance their data-driven decision-making capabilities.
