Changelog

New updates and improvements to Orion.

2.1.0

Slides & Dashboard Editing Improvements

Improvements

  • Iterating on slide decks and dashboards is now faster and more reliable with improved editing capabilities
  • Performance improvements made to Knowledge Base for high-volume folder and page structures

2.0.2

Knowledge Base Import Improvements

Improvements

  • Knowledge Base pages imported from GitHub now include Word documents (.docx) alongside markdown and text files
  • Bug Fix: tables in Notion pages are now correctly converted when importing to Knowledge Base pages
  • The AI assistant now accurately describes notebook UI interactions like viewing charts fullscreen or downloading them
  • Looker queries in Metrics and Workflows now work reliably with slug-based references

2.0.0

Orion 2.0: Notebook Analysis, Pinned Metrics, Launchbooks, Dark Mode & More

Notebook Analysis

The wait is over — literally. Orion now performs comprehensive data analysis directly in chat. Ask a question, and Orion queries your connected sources, extracts the data, and executes code in a live notebook panel alongside the chat. You see every step as it happens: each extraction, each cell, each chart. Redirect at any point, interrupt long-running operations, or dig deeper into a specific finding without leaving the thread.

This replaces the old model where comprehensive analysis meant kicking off a background job and waiting 20-30 minutes for results. Now the conversation is the workspace – with the same accuracy and reliability as before.

When you're ready to generate a deliverable, Orion has already been pre-building it in the background during the analysis — so your report, slides, or dashboard build even faster.

You can also export any notebook as a .py script or .ipynb Jupyter file, and download extracted datasets as CSV — so your work is always portable. If you have existing analyses from Deep Analysis, you can migrate any of them into a live notebook with a single click and pick up where the original left off.

Two new live data connectors are now available for enriching analysis: connect a Weather source (no API key required) or to our provided News API, and Orion will pull real-time weather conditions and news context directly into your notebook.

Pinned Metrics

Track the KPIs that matter most by pinning them directly to your project. Create a metric tile by asking Orion in chat. Metrics support a range of formats: single numbers, currency values, percentages, and full data tables with rich chart visualizations including bar, pie, heatmap, scatter, stacked, and combo charts.

Pinned metrics appear at the top of your project and are always visible to Orion's context — so when you ask "what's my revenue this week?" Orion answers instantly without making an extra query. Each metric has a detail view showing historical values over time, a run schedule, visibility controls (private, shared, or published), and health status tracking.

Interactive Dashboards

When you complete an analysis, you can ask Orion to produce beautiful, interactive, and fully customizable dashboards – in addition to the existing report and slides options.

Any output — dashboard, slides, or report — can now be published to a custom share URL and sent to your team. Set a human-readable slug (e.g. /share/q4-marketing-summary), and anyone with project access can view the published artifact without needing the original conversation. When paired with Launchbooks, published outputs update automatically on the schedule you set.

Scheduled Notebooks

Once you've iterated on an analysis and landed on a workflow you trust, save the notebook to re-run on a scheduled basis and deliver results in your preferred format — a weekly slide deck, a daily report to your inbox, or a dashboard that refreshes on demand.

Subscribe to any saved notebook to receive email notifications when new outputs are ready. This closes the loop between exploration and automation: start in chat, iterate until the analysis is right, then set it and forget it.

Knowledge Base Supports GitHub, Confluence, and Notion

You can now connect GitHub, Confluence, and Notion directly to your Knowledge Base and import pages using a built-in file browser. Choose Read & Write to bring content in as a fully editable page, or Link & Sync to keep it automatically updated from the source. Synced pages display a sync badge in the editor and a manual sync button for pulling in changes on demand.

This means your technical docs, product specs, runbooks, and company wikis can flow directly into Orion's context without manual copy-paste — keeping the knowledge Orion draws on current with the source of truth.

Dark Mode

Orion now fully supports dark mode across the entire product. Every surface — chat, the Analysis Notebook, data extraction cards, dashboards, slides, reports, the Knowledge Base editor, and all chart types — adapts to your system preference or a manual toggle in settings. Charts update reactively when you switch themes, so your visualizations always look right whether you're working in light or dark.

Multimodal Document Support

You can now upload JPEG and PNG images directly in chat alongside documents. Orion can view images and graphics and incorporate what it sees into the analysis context — useful for sharing screenshots, charts from external tools, design mockups, or any visual data you want Orion to reason about.

Improvements

  • Orion can now read, summarize, and answer questions about previously published reports, slide decks, and dashboards when you reference them by name in chat
  • Slides and dashboard generation now show a live progress counter during creation so you know exactly where things stand
  • Data analysis is more reliable — Orion inspects dataset structure before beginning analysis, reducing errors from mismatched column types or unexpected formats
  • Numbers in reports, slides, and dashboards now format correctly as currency, percentages, or counts based on the data type
  • Viewer accounts can now access Knowledge Base pages in chat (scoped to project)
  • Project Instructions have been deprecated in favor of the Knowledge Base, which is now the unified home for all persistent project context
  • Removing a data source now automatically clears it from all associated projects, preventing stale references in subsequent conversations

1.2.9

Chat Notifications and dbt Cloud Integration

Browser Chat Notifications

You can now opt-in to receive helpful browser notifications (with sound) when Orion finishes responding in chat, even if you've switched to a different tab.

dbt Cloud Integration

Connect your dbt Cloud environment directly to your workspace by providing your account credentials and environment ID. Your dbt model metadata syncs automatically, giving you instant access to your production dbt definitions alongside your other data sources.

Improvements

  • Memories can now be reliably deleted directly from the chat card
  • Fixed Wiki file uploads that caused silent failures
  • PowerPoint presentation exports now work reliably across all browsers
  • Shared Projects now appears as the default tab

1.2.3

Knowledge Base for Centralized Company Context

Knowledge Base (Company Wiki)

Create a shared Knowledge Base within Orion to centralize company context, documentation, and institutional knowledge. With a built-in Markdown editor, author and maintain Wiki-style pages that boost conversation and analysis quality.

As you work, Orion can suggest improvements, make direct edits to Wiki pages, and help evolve your Knowledge Base over time, turning it into a living source of truth that gets smarter with every conversation.

Improvements

  • dbt GitHub integrations now sync faster by downloading repository data more efficiently, reducing sync times especially for projects with many models
  • Datasource metadata is now reliably refreshed during daily updates, ensuring you always have current information from Looker, Snowflake, BigQuery, Postgres, and Power BI datasources

1.2.1

Evergreen Deep Analysis Tasks and Reliability Improvements

Evergreen Deep Analysis with Relative Dates

Deep Analysis tasks now properly preserve relative date ranges like "yesterday" and "last month". When you rerun or schedule these analyses, they automatically use current data instead of relying on static date ranges. This makes it even easier to set any analysis on a recurring schedule.

Improvements

  • Large Databricks query results are now processed more efficiently, enabling the system to handle datasets of any size without memory constraints
  • Scheduled Deep Analysis tasks now start immediately instead of experiencing a 30-second delay
  • Improved validation for Databricks SQL queries that are used in Deep Analysis
  • Memory management in shared conversations is more secure, with delete buttons properly hidden in the "shared" view
  • Databricks datasource configuration now displays "Warehouse HTTP Path" instead of "HTTP Path" to more clearly indicate the required field

1.2.0

Databricks Integration, News & Weather Data, Chat Improvements

Databricks Integration

You can now connect Databricks as a data source in Orion—both for Deep Analysis tasks and quick queries in Chat. Combine data from Databricks with your other connected sources (like BigQuery, Snowflake, or PostgreSQL) to get answers that span your entire data stack.

Project Memory Management

Manage memories directly within your project settings with a dedicated Memories tab. Search memories by name or content, filter by user, and delete memories you no longer need.

Memory-Aware Query Construction

Orion now searches memories formed within a project before constructing data source queries, applying previously learned information about field naming conventions and filter values. This reduces mistakes and ensures consistent query patterns across your analysis work.

News & Weather Data for Analysis

When analyzing unexpected patterns in your data, Orion can now search news articles and historical weather data to identify external factors that may explain anomalies—such as severe weather events, labor strikes, supply chain disruptions, or regulatory changes that impacted your operations.

Contact sales to get News & Weather data access enabled for your team.

Improvements

  • The core Chat service is now up to ~3x faster – meaning quicker responses, lightning-fast queries, and less friction when chatting with Orion
  • Weather data integration now supports forecast accuracy analysis by comparing predictions against actual outcomes
  • Resolved an issue that prevented users from sharing & copying chat conversations

1.1.16

Slide Deck Export Enhancements

Export Slides as PDF

You can now export Orion’s generated slide decks as PDFs for fast sharing. The PDF format preserves fonts, colors, styling, and layout with a clean 16:9 aspect ratio, making it easy to share presentations across different platforms.

Improved PowerPoint Export

PowerPoint exports are now faster and more reliable, with better support for complex styling including custom fonts, gradients, and rich text formatting. All exported slides remain fully editable in PowerPoint so you can make adjustments after download.

Improvements

  • Enhanced font rendering across different slide sizes and presentation types
  • Improved background color extraction and styling preservation in exported files

1.1.15

Improved Memory Controls & Bug Fixes

Improved Memory Control in Deep Analysis

During deep analysis setup, you can now see the memories that influence the analysis instructions and insight report formatting.

Each memory displays with a delete option, allowing you to remove context that no longer applies to your analysis. When you remove a memory, Orion automatically updates your analysis instructions to reflect the change.

Data Processing Bug Fixes

A bug was identified that could cause SQL queries used in Deep Analysis to use unintended LIMIT clauses, ultimately restricting the data available for analysis.

This fix ensures unintentional LIMIT clauses are removed during Deep Analysis so that the full (applicable) dataset is loaded for accurate results.

Project Deletion Fixes

When you delete a project, all associated memories and user notifications are now properly removed from the system. Similarly, when a user is removed from a project, their analysis notifications for that project are automatically disassociated, preventing outdated notifications from appearing.

Improvements

  • Internal bug fixes and system improvements

1.1.10

Interactive Questions and Data Scope Awareness

Interactive Clarifying Questions

Setting up comprehensive, high quality analyses is now faster and more intuitive with multiple-choice clarifying questions.

When Orion needs more information to scope your analysis, you'll see structured options (A/B/C/D style) that you can answer with a simple click, or provide your own custom response when needed. This streamlines the setup process and helps ensure your analysis is properly scoped from the start.

Data Scope Awareness Badges

SQL query results now display visual indicators when they contain data-limiting constraints like LIMIT clauses, date ranges, or sampling.

These badges appear in the query header and expand to show detailed constraint information, preventing you from misinterpreting partial results as complete datasets. For example, you'll immediately see if results are limited to 30 rows or filtered to a specific date range, helping you draw accurate conclusions from your data when Orion provides quick answers.

Snowflake Query Auto-Fix Support

SQL query validation and auto-fix functionality now works with Snowflake datasources, not just BigQuery. When a query returns zero rows, Orion can automatically suggest and apply fixes to help you get meaningful results.

1.1.9

SQL Query Recovery, Report Table Bug Fixes

Automatic SQL Query Recovery

Queries that return zero rows due to incorrect filter values now automatically recover. The system extracts the filter conditions from your query, looks up the actual values in your database, and intelligently rewrites the query with corrected values using fuzzy matching. This eliminates silent failures when filter values don't exactly match your data.

Insight Report Improvements

This release fixes a bug that occasionally removed mixed value columns in some report tables during the final validation and QA. Reports now load the correct tables even when your dataset contains tables with overlapping names or mixed value columns.

Improvements

  • (Bug Fix) Footnote citations with numbered and bulleted lists now render correctly in report tooltips
  • Insight reflection automation now only analyzes insights you have explicitly approved
  • (Bug Fix) "Source" button in highlight tooltip now properly includes insight context when auto-sending messages

1.1.8

Multi-Datasource Support, White Labeling, and Chat Experience Enhancements

Multiple Datasource Instances Per Project

You can now connect multiple instances of the same datasource type or combine different data sources within a single project.

Configure separate production and development Snowflake environments, multiple Looker instances, or mix BigQuery with Snowflake to analyze data across your entire stack. Each instance gets a human-readable alias (like "Production Warehouse" or "Marketing Analytics") that appears in chat, making it clear which datasource you're working with at any time.

Orion will query and analyze across enabled data sources and surface any discrepancies or insights across your data infrastructure.

Slide Generation (Beta)

Generate presentation-ready slide decks directly from your insights. Simply ask Orion to create slides from an analysis, and it will produce an HTML slide deck with navigation controls and professional formatting. You can preview slides in-browser with fullscreen mode and export to PowerPoint format when ready to share.

White-Label Branding

Enterprise customers can now customize Orion with their company branding. Upload custom logos for light and dark modes, configure brand colors, and set company icons that appear throughout the interface and in PDF exports. Contact our team to enable white-label features for your organization.

Improvements

  • Tools now group automatically when multiple tools run in sequence, reducing visual clutter in chat
  • User profile avatars can now be uploaded and display throughout the interface with automatic fallback to initials
  • BigQuery configuration now supports location specification for datasets outside the US region
  • Insight retrieval tool displays metadata including title, creation date, creator, and direct links
  • Sidebar maintains alphabetical project order with auto-scroll to active project instead of reordering
  • Tool components maintain their expanded state during streaming responses
  • Fixed scheduling reliability issues that caused errors when rapidly updating recurring analyses

1.1.7

Project Sharing, Intelligent Notifications

Project Sharing with Role-Based Access

Projects are now private by default and can be shared with specific team members. When creating or managing projects, you can invite users and assign them roles—Admins have full control, Analysts can create and edit analyses, and Viewers have read-only access.

This gives you granular control over who can see and work with your data while maintaining security and proper access boundaries.

Intelligent Email Notifications

Recurring analyses now use leverage Orion's internal context and memory to determine when to notify you. The system analyzes each insight and only sends emails when something meaningful has changed, automatically suppressing notifications when results remain stable.

You'll see warnings before Orion decides to limit certain notifications, and each notification includes a summary explaining what changed, reducing inbox clutter while ensuring you never miss important updates.

These settings are configurable from the analysis scheduling controls.

Clone Projects

Create copies of existing projects with a single click from the project menu. You can optionally copy all members, files. and settings from the original project, making it easy to set up similar projects for different teams or use cases without manual configuration.

Improvements

  • Chat deletion now requires confirmation to prevent accidental loss of conversations
  • Insight version dropdown in chat lets you quickly switch between different analysis results
  • Real-time activity window shows what's happening while analyses are running
  • Failed suggested insights are hidden from the Recent Analysis tab for a cleaner interface
  • Project duplication runs background imports for faster response times

1.1.3

Smarter Recent Activity Sorting

Smart Filter for Recent Activity Tab

Your Recent Activity tab now prioritizes actively executing analyses, surfacing them to the top of your list for better visibility. Analyses are intelligently sorted by execution status first, then by most recent execution time, ensuring you always see what's currently running and what you've worked on most recently.

Improvements

  • Fixed model availability issues for foundational AI models

1.1.2

Project-Level Citation Controls and Organization Improvements

Hide Source Citations in Insights

You can now control whether source citations appear in your insights at the project level. Access this new setting in your project's Insight Settings to toggle citation visibility on or off based on your team's preferences. This is particularly useful when sharing insights with stakeholders who prefer cleaner reports without technical attribution details.

Improved UI for Orion's Autonomous Analysis

Autonomous analyses (created and ran fully by Orion on it's own) now display a "Suggested" badge with an Orion avatar to distinguish them from manually created work.

Improvements

  • Projects in the sidebar are now sorted alphabetically for easier navigation.
  • Security patches applied across multiple system components
  • Simplified assignment settings dialog by removing deprecated configuration options

1.1.1

Improved Scheduling and Project-Level Looker Filter Controls

Enhanced Scheduling System

Recurring analyses now use a more reliable scheduling system with more robust timezone support. This improvement addresses a bug where scheduled analyses would occasionally fail to run on the set schedule.

Looker "Always Filter" Rules

Enforce project-level data filters that automatically apply to all Looker queries (for Looker enabled projects only).

Admins can create rules like "always filter customer = Pepsi" to ensure that Orion only accesses authorized data without requiring users to specify filters manually.

Improvements

  • Security patch applied to the memory system
  • Chart visualizations flickering bug – charts no longer re-render while typing in chat
  • Reduced background cleanup operations by 90%, resulting in faster response times
  • Orphaned footnote markers no longer appear in final reports
  • Database performance optimizations for better overall system responsiveness

1.0.4

Data Lineage Viewer and In-Product Notifications

Data Lineage Viewer

Understand exactly where your insights come from with the new lineage viewer. Track the complete data flow from your original datasource through analysis steps to final reports, with inline SQL and Python code formatting for technical transparency. This makes it easier to verify analytical work and understand the transformation steps behind every claim.

Ask Questions about Data Lineage in Chat

You can now get in-depth explanations on exactly how Orion extracted, analyzed, and derived the data presented in the final insight. Simply highlight a portion of text and click the "Source" button to get an answer in the chat, including the queries and code snippets used.

In-Product Changelog Notifications

Stay up to date with new features without leaving the product. Changelog notifications now appear directly in the interface when new updates are available, with persistent tracking so you won't see the same notification twice. Updates are managed centrally and display contextually based on where you are in the product.

Improvements

  • Backend infrastructure now supports timezone-aware scheduled tasks with configurable cron expressions
  • Unified multi-tenant identifier system for improved data organization
  • Snowflake queries now include safer division handling and improved JSON field filtering

0.0.3

Shareable Conversations, Chat Interruption, and Timezone Intelligence

Shareable Chat Conversations

Share your chat conversations with teammates using shareable links. When someone opens your shared conversation, they can create their own copy and continue the analysis in a new direction—perfect for collaborative exploration where different team members want to investigate different angles.

Chat Interruption

Stop in-progress responses at any time and immediately send a new message. No more waiting for lengthy responses to complete when you realize you need to clarify or redirect your question.

Timezone-Aware Responses

Orion now understands your local time zone and uses it to provide more accurate guidance on data availability and temporal context. When you ask about "today's data" or "this week's metrics," responses now reflect what those time periods are relative to your timezone.

Improvements

  • Snowflake datasource setup now supports private key file upload instead of copy-paste for easier configuration
  • File selection dialogs now include a clear button to quickly remove selected files
  • Enhanced data lineage tracking with new endpoints for viewing claim provenance