Product Versions

This document aims to give an overview of all active product versions in Holistics. Our latest version is Holistics 3.0 which evolves around the Data Modeling Layer, emphasizing on maintainability, reusability, and scalability of an analytics tool. It not only gives data teams more control on their analytics stack but also enables self-service exploration for non-technical teams.

Why did Holistics decide to make a move to version 3.0?

Since we realized that creating reports directly from SQL can cause report sprawl scenario. Although they are seemingly quick and easy to generate, SQL-based reports are non-reusable and hard to manage, especially when your team has to deal with a huge amount of data. That's why we came up with version 3.0. As we mentioned above, the core value of our latest version is Data Modeling Layer:

• If you are a Data Analyst, our semantic layer can help you match your organization’s physical data with business logic, build reusable Data Models for future complex analyses and reports, or share them with the business teams to explore.
• If you are a non-technical person with keen eyes for numbers, you might want to explore data yourself without relying too much on data analysts, but are still intimidated by SQL. In that case, our Datasets and Explore Data feature will be most useful for you.

How many versions are there in Holistics?

In brief, there are four different versions with different :

• Version 2.0: This version requires you strong technical knowledge since all reports are built directly from scratch by using SQL.
• Version 2.5: A combination of 2.0 and 3.0 where you can both keep the old way to create reports from SQL and experience our Data Modeling Layer.
• Version 2.7: A more stable and upgraded version than Holistics 2.5, where 2.0 and 3.0 features are used and managed separately. Hence, it provides 2.0 customers a clearer migration path to 3.0 version.
• Version 3.0

To differentiate these four versions in details, please take a glance at the following table:

Item	Description	Version 2.0	Version 2.5	Version 2.7	Version 3.0
Data Modeling Layer	A real-time semantic layer above the database that centralizes all data components and logics of an organization.	Not supported	Supported	Supported	Supported
Data Import / Transform		Managed via Data Manager	Managed via Data Manager and Data Modeling	Managed via Data Manager and Data Modeling Able to convert a import/transform to a data model	Managed via Data Modeling
Data Exploration		Not supported	Supported	Supported	Supported
Metric Sheet	An overview sheet of multiple metrics: - Metric Sheet 2.0: Older version of metric sheet - Metric Sheet 3.0 (coming soon): The latest version which is closely integrated to dashboard	Metric Sheet 2.0	Metric Sheet 2.0	Metric Sheet 2.0 Metric Sheet 3.0	Metric Sheet 3.0
Report	SQL Report (Report 2.0): Created directly from a query, normally requiring strong SQL skill. Dataset Report (Report 3.0): Created by dragging and dropping fields, easily performed by non-tech users.	SQL Report	SQL Report Dataset Report	SQL Report Dataset Report	Dataset Report
Dashboard	Dashboard 2.0: Older dashboard version with basic functions; mostly compatible with SQL Report. Dashboard 3.0: The latest version of Holistics dashboard with new invented functions; best use for Dataset Report	Dashboard 2.0	Dashboard 2.0 Note: If a dashboard 2.0 stores a report 3.0, this report cannot be applied filter due to the version conflict	Dashboard 2.0 Dashboard 3.0	Dashboard 3.0
Filter	Filter 2.0: Used in dashboard 2.0 Filter 3.0: Used in dashboard 3.0 Note: For reports that aren’t in the same version with dashboard, filters can’t apply on it	Filter 2.0	Filter 2.0	Filter 2.0 Filter 3.0	Filter 3.0
Standalone Report	Users can save tables/charts as independent reports	Supported	Supported	Only supported for SQL Reports Dataset Reports have to be stored in a dashboard	All reports have to be stored in a dashboard
User Role	All roles in Holistics: - Admin: Those who have full control over resources and management - Analyst: Those who can create and edit reports/dashboards - Explorer: Can view and explore reports, dashboards, dataset that are shared with them - Viewer: Those who can only view reports, dashboards that are shared with them	Admin Analyst Viewer / Business User	Admin Analyst Explorer (Optional) Viewer	Admin Analyst Explorer Viewer	Admin Analyst Explorer Viewer

How do I check my product version?

If you signed up after 18 February 2020, you mostly are on our latest version 3.0. However, to check it again, please click on Help button at the top right corner and you'll find your product version at the last row.

My company is using Holistics version 2.0 / 2.5 / 2.7, how can we upgrade to Holistics 3.0?

If your team is using our old versions and would like to experience our latest product version, please contact us via email [email protected].