# Ask the Community **URL:** https://community.holistics.io/c/ask/16.md [Latest](https://community.holistics.io/latest.md) · [Categories](https://community.holistics.io/categories.md) · [Tags](https://community.holistics.io/tags.md) --- ## [How to share context between Claude (for Holistics local dev) and Holistics AI?](https://community.holistics.io/t/how-to-share-context-between-claude-for-holistics-local-dev-and-holistics-ai/2742)
**Author:** [@dacou](https://community.holistics.io/u/dacou)\ **Replies:** 2\ **Last updated:** [August 13, 2026, 4:30pm UTC](https://community.holistics.io/t/how-to-share-context-between-claude-for-holistics-local-dev-and-holistics-ai/2742 "2026-08-13T16:30:36Z")
Hi, We would like to mix local dev with Claude Code and online dev with holistics AI to benefit from each tool capabilities and I would like to share context between those tools. With Claude, we can create shared conte… --- ## [Limit datasets accessible to Holistics AI](https://community.holistics.io/t/limit-datasets-accessible-to-holistics-ai/2627)
**Author:** [@dacou](https://community.holistics.io/u/dacou)\ **Replies:** 5\ **Last updated:** [August 13, 2026, 4:29pm UTC](https://community.holistics.io/t/limit-datasets-accessible-to-holistics-ai/2627 "2026-08-13T16:29:34Z")
Hi, is it possible to limit the content Holistics AI can work on to a curated list of “mature” datasets and dashboards ? --- ## [KPI Metric progress bar](https://community.holistics.io/t/kpi-metric-progress-bar/2737)
**Author:** [@ctang](https://community.holistics.io/u/ctang)\ **Replies:** 5\ **Last updated:** [August 3, 2026, 8:49am UTC](https://community.holistics.io/t/kpi-metric-progress-bar/2737 "2026-08-03T08:49:52Z")
Is there a way to round the percentage on the progress bar? Can the block background color be set based on percentage, i.e. green when positive, and red when negative? --- ## [SFTP Export using .txt](https://community.holistics.io/t/sftp-export-using-txt/2706)
**Author:** [@Hamza\_Rashed1](https://community.holistics.io/u/Hamza_Rashed1)\ **Replies:** 3\ **Last updated:** [May 8, 2026, 5:29am UTC](https://community.holistics.io/t/sftp-export-using-txt/2706 "2026-05-08T05:29:37Z")
Hello Team, Kindly can you let me know how to use .txt files as an output export from SFTP? Currently in Holistics I only find 2 files format (Excel & CSV) Can you please let me know if we have an txt option? Than… --- ## [Test data alert execution fails](https://community.holistics.io/t/test-data-alert-execution-fails/2704)
**Author:** [@Vivek\_Rathi](https://community.holistics.io/u/Vivek_Rathi)\ **Replies:** 3\ **Last updated:** [May 8, 2026, 8:31am UTC](https://community.holistics.io/t/test-data-alert-execution-fails/2704 "2026-05-08T08:31:26Z")
I am doing similar to this in my python code to execute test data alert curl -s -X POST -H "X-Holistics-Key: $HOLISTICS\_API\_KEY" -H "Content-Type: application/json" -d @alert\_1099511668341.json https://us.holist… --- ## [Custom metadata in webhook payload from Data Alert](https://community.holistics.io/t/custom-metadata-in-webhook-payload-from-data-alert/2698)
**Author:** [@Man\_Nguyen](https://community.holistics.io/u/Man_Nguyen)\ **Replies:** 3\ **Last updated:** [April 23, 2026, 11:02am UTC](https://community.holistics.io/t/custom-metadata-in-webhook-payload-from-data-alert/2698 "2026-04-23T11:02:10Z")
Hi team, Are we able to add metadata to webhook payload from Data Alert? Currently, the metadata in webhook payload not really useful to me and I have to find some workarounds to attach useful data inside. Thanks --- ## [Default a canvas dashboard filter to user\_attribute value](https://community.holistics.io/t/default-a-canvas-dashboard-filter-to-user-attribute-value/2533)
**Author:** [@stonematt](https://community.holistics.io/u/stonematt)\ **Replies:** 10\ **Last updated:** [April 6, 2026, 11:06am UTC](https://community.holistics.io/t/default-a-canvas-dashboard-filter-to-user-attribute-value/2533 "2026-04-06T11:06:31Z")
I have a dashboard that filter teams by coordinators. When a coordinator opens the dashboard, I want it to default to “my teams”. I’m trying to do it w/ user attributes like this (these filters are reusable library blo… --- ## [Feature Inquiry and Enhancement Request – Export & Reporting Capabilities](https://community.holistics.io/t/feature-inquiry-and-enhancement-request-export-reporting-capabilities/2666)
**Author:** [@Hamza\_Rashed1](https://community.holistics.io/u/Hamza_Rashed1)\ **Replies:** 3\ **Last updated:** [March 30, 2026, 10:15am UTC](https://community.holistics.io/t/feature-inquiry-and-enhancement-request-export-reporting-capabilities/2666 "2026-03-30T10:15:04Z")
Dear Team, I hope you’re doing well. First, I’d like to say that Holistics has been a great tool for us so far, and we truly appreciate its capabilities. However, there are a few areas where my team is currently facing… --- ## [ClickHouse databases flattened as “All tables” in SQL Editor](https://community.holistics.io/t/clickhouse-databases-flattened-as-all-tables-in-sql-editor/2653)
**Author:** [@Dawei](https://community.holistics.io/u/Dawei)\ **Replies:** 1\ **Last updated:** [March 16, 2026, 3:22am UTC](https://community.holistics.io/t/clickhouse-databases-flattened-as-all-tables-in-sql-editor/2653 "2026-03-16T03:22:07Z")
Hi, When connecting ClickHouse to Holistics, the SQL Editor shows all tables under “(All tables)” instead of grouping them by database. However, in ClickHouse we actually have multiple databases, and queries like this … --- ## [Export multi pivot tables in 1 excel sheet](https://community.holistics.io/t/export-multi-pivot-tables-in-1-excel-sheet/2646)
**Author:** [@Hamza\_Rashed1](https://community.holistics.io/u/Hamza_Rashed1)\ **Replies:** 5\ **Last updated:** [March 15, 2026, 4:10am UTC](https://community.holistics.io/t/export-multi-pivot-tables-in-1-excel-sheet/2646 "2026-03-15T04:10:42Z")
Hello Team, I have created a Canvas Dashboard. After that I’ve created 3 pivot tables. When I exported the Dashboard as an excel the result was like each pivot table in separate sheet/tab in the result excel file. Actu… --- ## [Email Data Alert - Sender's email](https://community.holistics.io/t/email-data-alert-senders-email/2638)
**Author:** [@Man\_Nguyen](https://community.holistics.io/u/Man_Nguyen)\ **Replies:** 3\ **Last updated:** [March 11, 2026, 3:52am UTC](https://community.holistics.io/t/email-data-alert-senders-email/2638 "2026-03-11T03:52:31Z")
Hi team, What is the sender’s email when the email data alert is fired? I am going to create an email data alert but curious how the sender’s email look like Regards. --- ## [Dimensionalize always at one dimension and conditional on the inclusion of a second dimension in the query](https://community.holistics.io/t/dimensionalize-always-at-one-dimension-and-conditional-on-the-inclusion-of-a-second-dimension-in-the-query/2645)
**Author:** [@anya.conti](https://community.holistics.io/u/anya.conti)\ **Replies:** 5\ **Last updated:** [March 11, 2026, 3:14am UTC](https://community.holistics.io/t/dimensionalize-always-at-one-dimension-and-conditional-on-the-inclusion-of-a-second-dimension-in-the-query/2645 "2026-03-11T03:14:16Z")
I’m wondering if there’s a way to dimensionalize an AQL field so that its: Always at the granularity of dimension A Only at the granularity of dimensions B or C if they are included in the final table query (similar to… --- ## [Scheduled Send Failure Notifications](https://community.holistics.io/t/scheduled-send-failure-notifications/2156)
**Author:** [@anya.conti](https://community.holistics.io/u/anya.conti)\ **Replies:** 6\ **Last updated:** [December 10, 2025, 3:08pm UTC](https://community.holistics.io/t/scheduled-send-failure-notifications/2156 "2025-12-10T15:08:39Z")
We know there’s a way for certain email addresses to get notified of ALL scheduled send failures. We’d love to be able to limit it to only failures for specific schedules. Is this possible? If not, then I’d like to ma… --- ## [AML syntax to add an item to an array?](https://community.holistics.io/t/aml-syntax-to-add-an-item-to-an-array/2561)
**Author:** [@dacou](https://community.holistics.io/u/dacou)\ **Replies:** 13\ **Last updated:** [November 25, 2025, 2:25pm UTC](https://community.holistics.io/t/aml-syntax-to-add-an-item-to-an-array/2561 "2025-11-25T14:25:11Z")
Hi, we are trying to make use of the AML extend feature on a dataset. We would like to add a model to the derived dataset. Is it possible ? Something like : Dataset derived\_ds = base\_ds.extend({ models: add(base\_ds.m… --- ## [Condition Group reference to Custom Measure](https://community.holistics.io/t/condition-group-reference-to-custom-measure/2578)
**Author:** [@Becca\_Perry](https://community.holistics.io/u/Becca_Perry)\ **Replies:** 1\ **Last updated:** [November 25, 2025, 4:29am UTC](https://community.holistics.io/t/condition-group-reference-to-custom-measure/2578 "2025-11-25T04:29:26Z")
I’m trying to use a condition group, \[A or (B and C)\] but the field I want to reference in “C” is a custom measure. I’m not seeing my custom measure when I search for it. Is this known that custom measures can be used in… --- ## [Open Semantic Interchange initiative](https://community.holistics.io/t/open-semantic-interchange-initiative/2559)
**Author:** [@Ian\_McLaren](https://community.holistics.io/u/Ian_McLaren)\ **Replies:** 2\ **Last updated:** [October 20, 2025, 9:02am UTC](https://community.holistics.io/t/open-semantic-interchange-initiative/2559 "2025-10-20T09:02:03Z")
I’m curious about the new Open Semantic Interchange (OSI) standard that Snowflake, dbt, and a bunch of others recently launched. You know how much we love AMQL here, especially how powerful it is for complex metrics. But… --- ## [Function similar to drill-fields in looker?](https://community.holistics.io/t/function-similar-to-drill-fields-in-looker/2316)
**Author:** [@py1209](https://community.holistics.io/u/py1209)\ **Replies:** 15\ **Last updated:** [October 14, 2025, 3:16am UTC](https://community.holistics.io/t/function-similar-to-drill-fields-in-looker/2316 "2025-10-14T03:16:31Z")
i was wondering if anyone happened to know if holistics supports drill-fields, where if i click on a count measure - it will show the list of counted rows with relevant fields defined in the dimension. --- ## [Merge Two Data Models with Different Data Sources](https://community.holistics.io/t/merge-two-data-models-with-different-data-sources/2373)
**Author:** [@Hamza\_rashed](https://community.holistics.io/u/Hamza_rashed)\ **Replies:** 16\ **Last updated:** [September 12, 2025, 7:55am UTC](https://community.holistics.io/t/merge-two-data-models-with-different-data-sources/2373 "2025-09-12T07:55:29Z")
Hello Team, I have two data models from different sources in Holistics, and I need to merge them into one report for export. Typically, Holistics requires relationships between models for merging, but in my case, I don’… --- ## [Scheduled email reply being sent to dashboard owner - how to change recipient?](https://community.holistics.io/t/scheduled-email-reply-being-sent-to-dashboard-owner-how-to-change-recipient/2528)
**Author:** [@anya.conti](https://community.holistics.io/u/anya.conti)\ **Replies:** 2\ **Last updated:** [August 29, 2025, 2:58pm UTC](https://community.holistics.io/t/scheduled-email-reply-being-sent-to-dashboard-owner-how-to-change-recipient/2528 "2025-08-29T14:58:42Z")
We set up scheduled sends to go to customers. Sometimes they are based off of legacy dashboards and sometimes they are based off of canvas dashboards. Somewhat recently, a customer responded to the scheduled send and i… --- ## [Incremental Persistence Update for Deleted Records?](https://community.holistics.io/t/incremental-persistence-update-for-deleted-records/2510)
**Author:** [@celiasjr](https://community.holistics.io/u/celiasjr)\ **Replies:** 3\ **Last updated:** [July 28, 2025, 5:10am UTC](https://community.holistics.io/t/incremental-persistence-update-for-deleted-records/2510 "2025-07-28T05:10:26Z")
We are successfully using incremental persistence for our postgres collections in Holistics that uses a modifiedAt field to determine if the records should be updated. However, we hard delete records in the participants… --- ## [Forbidden characters in query model](https://community.holistics.io/t/forbidden-characters-in-query-model/2493)
**Author:** [@radema](https://community.holistics.io/u/radema)\ **Replies:** 2\ **Last updated:** [June 27, 2025, 7:52am UTC](https://community.holistics.io/t/forbidden-characters-in-query-model/2493 "2025-06-27T07:52:18Z")
Hi everyone, in our environment we are facing a limitation related to query models which contains filter conditions related to strings with forbidden characters. In our specific case, we need to filter on string like “a… --- ## [What is the correct way to use FullPersistence?](https://community.holistics.io/t/what-is-the-correct-way-to-use-fullpersistence/2495)
**Author:** [@Hamza\_Rashed1](https://community.holistics.io/u/Hamza_Rashed1)\ **Replies:** 1\ **Last updated:** [June 27, 2025, 4:35am UTC](https://community.holistics.io/t/what-is-the-correct-way-to-use-fullpersistence/2495 "2025-06-27T04:35:25Z")
Hello Team, I have a report that include a lot of calculations and statements. I’m using MySQL and I tried to use like WITH statement but still the report is very large and heavy and needs a lot of time to run. I have … --- ## [Git repo migration from github to gitlab](https://community.holistics.io/t/git-repo-migration-from-github-to-gitlab/2487)
**Author:** [@dacou](https://community.holistics.io/u/dacou)\ **Replies:** 4\ **Last updated:** [June 20, 2025, 5:10pm UTC](https://community.holistics.io/t/git-repo-migration-from-github-to-gitlab/2487 "2025-06-20T17:10:17Z")
We want to migrate our current holistics repository from github to gitlab. What actions should we undertake to ensure the migration is secure and smooth ? Thanks in advance, Damien --- ## [Enable\_dashboard\_export issue](https://community.holistics.io/t/enable-dashboard-export-issue/2471)
**Author:** [@anya.conti](https://community.holistics.io/u/anya.conti)\ **Replies:** 2\ **Last updated:** [June 10, 2025, 3:09pm UTC](https://community.holistics.io/t/enable-dashboard-export-issue/2471 "2025-06-10T15:09:54Z")
We recently got a notification from our customers that users were unable to download the embedded dashboards. Previously, they had been able to download them as a PDF, PNG, or excel file, but now all 3 are disabled. Wh… --- ## [Embedded permission management & RLS](https://community.holistics.io/t/embedded-permission-management-rls/2058)
**Author:** [@anya.conti](https://community.holistics.io/u/anya.conti)\ **Replies:** 10\ **Last updated:** [May 27, 2025, 9:05pm UTC](https://community.holistics.io/t/embedded-permission-management-rls/2058 "2025-05-27T21:05:26Z")
Our embed set-up relies on permissions settings to ensure that each user sees the right data. Because permissions are specific to a dataset, it requires one of the following: Before showing users the embed iframe, we … --- ## [Unlimited rows in the report](https://community.holistics.io/t/unlimited-rows-in-the-report/2458)
**Author:** [@Hamza\_Rashed1](https://community.holistics.io/u/Hamza_Rashed1)\ **Replies:** 1\ **Last updated:** [May 21, 2025, 7:45am UTC](https://community.holistics.io/t/unlimited-rows-in-the-report/2458 "2025-05-21T07:45:58Z")
Hello Team, I have a questions please … Can we have a million of rows in the same report? I don’t have an example yet but let’s say I have a data model but the result of this data model is more than 5000000 records. Is… --- ## [Holistics API Row Limit](https://community.holistics.io/t/holistics-api-row-limit/2462)
**Author:** [@Apinewbie](https://community.holistics.io/u/Apinewbie)\ **Replies:** 1\ **Last updated:** [May 16, 2025, 3:43am UTC](https://community.holistics.io/t/holistics-api-row-limit/2462 "2025-05-16T03:43:00Z")
Hi All, I am setting up the API to help integrate data into a different place. The report currently has a limit of 1 million rows but I need it to download more. Does anyone know if it is possible to adjust the row lim… --- ## [Period comparison with filter on fiscal year](https://community.holistics.io/t/period-comparison-with-filter-on-fiscal-year/2450)
**Author:** [@dacou](https://community.holistics.io/u/dacou)\ **Replies:** 1\ **Last updated:** [May 5, 2025, 3:12am UTC](https://community.holistics.io/t/period-comparison-with-filter-on-fiscal-year/2450 "2025-05-05T03:12:19Z")
Hi, I have created current month, last month and same month last year metrics and I’m trying to show these metrics for every month of the current fiscal year but Holistics reacts in a strange way. Could you tell me what … --- ## [Client Dashboards](https://community.holistics.io/t/client-dashboards/2359)
**Author:** [@celiasjr](https://community.holistics.io/u/celiasjr)\ **Replies:** 13\ **Last updated:** [May 2, 2025, 8:59am UTC](https://community.holistics.io/t/client-dashboards/2359 "2025-05-02T08:59:07Z")
We have created a master client dashboard for internal use only and are using AML extend to create individual versions for our client teams to view. I’ve looked in the docs and while I see how to select filters if the d… --- ## [Show all fields in Custom Data View](https://community.holistics.io/t/show-all-fields-in-custom-data-view/2447)
**Author:** [@chinh.dm](https://community.holistics.io/u/chinh.dm)\ **Replies:** 1\ **Last updated:** [April 25, 2025, 4:16am UTC](https://community.holistics.io/t/show-all-fields-in-custom-data-view/2447 "2025-04-25T04:16:26Z")
I want to create a view for my dataset. To add custom field, I need to manually type its name like this: view { model public\_dashboard\_widgets { field id field dashboard\_id field tenant\_id f… [Next page](https://community.holistics.io/c/ask/16.md?page=1)