# Helical Insight

> Open source unified BI platform with AI conversational analytics, pixel-perfect paginated reports, interactive dashboards, SSO, embedding, and multi-tenancy — all features free in the Community Edition.

Helical Insight is an open source, self-hosted Business Intelligence platform licensed under AGPL-3.0 and available on GitHub. It positions itself as a unified BI solution covering all three generations of analytics — traditional paginated reporting, interactive dashboards, and AI-powered conversational analytics — without locking any capability behind a paid tier.

## What It Is

Helical Insight is a Java/React web application that organizations deploy on-premises or in the cloud to build reports, dashboards, and AI-driven analytics on top of virtually any data source. The platform's Community Edition ships with every feature included: SSO, embedding, multi-tenancy, row-level security, white labeling, and the Instant BI AI module. The project's homepage describes this as "Every Feature. Free Forever. No Exceptions." The latest release is v7.0.0, published July 30, 2026.

## Core Modules

The platform is organized into three main functional areas:

- **Instant BI (AI Analytics):** A natural-language query interface backed by an agentic semantic layer. Business users can ask questions like "show me sales of last quarter" and the system generates SQL automatically. The module supports bring-your-own-LLM configuration and is built on Python, Flask, LangChain, and LangGraph.
- **Canned Reports (Pixel-Perfect Reporting):** A browser-based designer for paginated, printer-friendly documents — invoices, P&L statements, balance sheets, MIS reports, and regulatory filings — comparable to Crystal Reports or SSRS.
- **Interactive Dashboards:** A drag-and-drop dashboard designer with drill-down, drill-through, inter-panel communication, KPI widgets, maps, pivot tables, and custom JavaScript visualizations.

## Data Source Connectivity

Helical Insight connects to a wide range of data sources through native connectors, JDBC, REST APIs, and flat-file uploads. Supported categories include:

- **RDBMS:** MySQL, PostgreSQL, Oracle, SQL Server, IBM DB2, SAP HANA, MariaDB, SQLite
- **Big Data & Analytics:** Google BigQuery, Amazon Redshift, Snowflake, Apache Hive, ClickHouse, Databricks, Presto, Trino
- **Flat Files & Cloud Storage:** CSV, Excel, JSON, Parquet, Google Sheets, AWS S3, Azure Blob Storage, Cloudflare R2
- **NoSQL:** MongoDB, Elasticsearch, Amazon DynamoDB, CockroachDB, DuckDB

Users can also upload custom JDBC drivers to connect to any additional database.

## Enterprise Security and Embedding

The platform includes row-wise, column-wise, and table-wise data security based on logged-in user context. SSO is supported via JWT, OAuth 2.0, Okta, Keycloak, ADFS, CAS, LDAP, and custom token-based methods. Multi-tenancy is enforced at the organization level, with a Superadmin managing roles and data isolation across tenants. Dynamic database switching allows the same report or dashboard to connect to different databases based on the logged-in user or organization, enabling SaaS-style embedded analytics deployments. Embedding is supported via iFrame, object tag, embed tag, and REST APIs.

## Deployment and Architecture

The backend is a Java/Spring/Hibernate application packaged as a WAR file (Tomcat), the frontend is React 17 with Redux and Ant Design, and Instant BI is a separate Python/Flask service. The repository provides Docker Compose configurations for zero-configuration product runs and developer setups. Deployment targets include Windows, Linux, Docker, Kubernetes, cloud, on-premises, and hybrid environments. Performance features include caching, pagination, load balancing, in-memory processing, and clustering.

## Update: v7.0.0 (July 2026)

The latest release, v7.0.0, was published on July 30, 2026. This version introduces the agentic semantic layer for Instant BI, documented under "Instant BI: AI-Powered Analytics Version 7.0 Onwards" in the official guide. The release also formalizes the three-component architecture (server, client, ib) with dedicated setup scripts and Docker Compose workflows for both end users and contributors. The GitHub repository shows active CI via GitHub Actions and ongoing community contributions.

## Features
- AI-powered conversational analytics (Instant BI)
- Agentic semantic layer with BYO-LLM support
- Pixel-perfect paginated canned reports
- Interactive dashboards with drill-down and drill-through
- Self-service drag-and-drop report builder
- Embedded analytics via iFrame, object tag, and REST API
- Single Sign-On (JWT, OAuth 2.0, Okta, Keycloak, ADFS, CAS, LDAP)
- Multi-tenancy with organization-level data isolation
- Row-level, column-level, and table-level data security
- White labeling (logos, themes, colors, URLs)
- Dynamic database switching per user or organization
- Email scheduling and report bursting
- Export to PDF, Excel, CSV, Word, HTML, JSON, XML
- JDBC connectivity to virtually any database
- Custom JDBC driver upload
- Caching, pagination, load balancing, and clustering
- Custom JavaScript visualizations via Visualization Framework (VF)
- Geographical maps
- Localization support
- Docker and Kubernetes deployment
- REST API for automation and extension
- Custom workflow engine (Helical Workflow)
- Community forum and professional services

## Integrations
MySQL, PostgreSQL, Oracle Database, Microsoft SQL Server, IBM DB2, SAP HANA, MariaDB, SQLite, Google BigQuery, Amazon Redshift, Snowflake, Apache Hive, ClickHouse, Databricks, Presto, Trino, MongoDB, Elasticsearch, Amazon DynamoDB, CockroachDB, DuckDB, Google Sheets, AWS S3, Azure Blob Storage, Cloudflare R2, CSV, Excel, JSON, Parquet, Okta, Keycloak, Active Directory / ADFS, CAS, LDAP, Docker, Kubernetes, LangChain, LangGraph

## Platforms
WINDOWS, MACOS, LINUX, IOS, WEB, API, VSC_EXTENSION, JETBRAINS_PLUGIN, CLI

## Pricing
Open Source

## Version
v7.0.0

## Links
- Website: https://www.helicalinsight.com/
- Documentation: https://www.helicalinsight.com/guide/
- Repository: https://github.com/helicalinsight/helicalinsight
- EveryDev.ai: https://www.everydev.ai/tools/helical-insight