How to Use Holistics

Getting started with Holistics

With Holistics, you'll be able to create insightful reports and dashboards using your data without needing extensive technical skills. This guide will help you connect your data sources and build your first report in just a few minutes.

Step 1: Sign up and set up

1. Visit Holistics and click on the "Get Started Free" button.
2. Fill in your details to create an account. Verify your email if prompted.
3. Once logged in, you'll be taken to the dashboard. Click on “Data Sources” in the left sidebar to connect your data warehouse.

Step 2: Your first report

1. After connecting your data source, click on “Reports” in the left sidebar.
2. Click the “New Report” button at the top-right corner.
3. Select the data source you want to use.
4. In the report builder, drag and drop the fields you want to analyse from the left panel.
5. Use the “Filters” section to narrow down your data as needed.
6. Click “Save” at the top-right corner, give your report a name, and hit “Save” again.

Step 3: Get better results

1. To create reusable metrics, navigate to “Metrics” in the left sidebar.
2. Click “New Metric” and define your metric using the code editor.
3. Make sure to name your metric clearly, so you can easily find it later.
4. When building reports, you can now find your saved metrics in the left panel, making it easier to generate consistent reports.

Pro tip

Create a template report for your most common analyses. This way, you can quickly duplicate and modify it for different datasets, saving you time on report creation.

Common mistake to avoid

Avoid skipping the metric definition step. Defining your metrics upfront allows you to maintain consistency across reports and prevents confusion later when interpreting data.