Holistics - Short Review

Research Tools

Holistics is a comprehensive self-service business intelligence (BI) platform designed to empower businesses to make data-driven decisions with ease and efficiency. Here’s an overview of what the product does and its key features:

What Holistics Does

Holistics is tailored to help businesses manage, analyze, and access their data in a unified and intuitive manner. It enables data teams to define and maintain business metrics, datasets, and reports, while allowing non-technical business users to self-serve their data needs without relying on complex SQL queries.

Key Features and Functionality



Data Modeling Layer (DML)

Holistics features a robust Data Modeling Layer that allows data teams to define and control data models directly within the platform. This ensures consistent data definitions across the organization, minimizing the need for repeated SQL writing and ensuring that changes to business logic are reflected automatically across all related reports.

Automated Reporting

The platform offers advanced automation capabilities, allowing reports to be scheduled to run at specified intervals. This ensures that stakeholders always have access to the latest data without manual intervention. Automated email reports can be set up to deliver data to business users and external stakeholders, complete with charts, data tables, and Excel/CSV attachments.

Self-Service BI

Holistics provides user-friendly interfaces that enable non-technical users to explore data, build dashboards, and generate reports without needing to write complex SQL queries. Business users can build their own reports using simple, visual report builders and interact with data on dashboards with advanced filtering, drilling down, and cross-filtering capabilities.

Seamless Integrations

The platform integrates smoothly with a variety of data sources, including SQL databases, cloud storage, and APIs. This makes it easier to consolidate the data landscape within a single platform. Holistics also supports automated data transfer to tools like Google Sheets.

Customizable Visualizations and Dashboards

Holistics offers a powerful chart library with strong customizations, allowing users to quickly express their data ideas and bring up actionable insights. Users can build interactive dashboards and narrative reports by freely adding and arranging visualizations, filters, and texts on a blank canvas.

Advanced Filters and Drilldowns

The platform includes advanced filters and drilldown capabilities, enabling users to slice and dice data, dig deeper, or filter into particular sets of data. Predefined filters can be set up to be reused across multiple reports and dashboards.

User Access Control and Security

Holistics provides tight control over how data is shared at the report, row, and column levels. This ensures that different users only see data specific to their restricted permission groups, enhancing data security and compliance.

Data Alerts and Notifications

The platform offers automated data alerts and notifications, allowing users to be notified when data changes based on advanced conditions. This feature helps in real-time monitoring and decision-making.

SQL Workspace and Analytics as Code

Holistics includes an SQL Workspace designed for SQL analysts, where writing SQL and running analysis is more intuitive. The platform also supports analytics as code, allowing data teams to define analytics logic using a code-based analytics language, check it into Git, and perform code reviews before deployment.

Support and Community

Holistics provides dedicated support and frequent updates to ensure a smooth user experience. While it is a commercial product, it offers significant value through its unified platform and ease of use. In summary, Holistics is a powerful BI platform that streamlines data management, analysis, and reporting, making it an invaluable tool for businesses seeking to enhance their data-driven decision-making capabilities.

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