Changelog

New updates and improvements to Orion.

3.6.5

Reliability and Usability Improvements Across Dashboards, Data Sources, and Chat

Improvements

  • dbt Cloud settings now accept the access URL exactly as copied from dbt Cloud, prompt for a new API token when the URL changes, and clearly show why a refresh failed instead of reporting success
  • SSO settings no longer show a Default Provider switch that had no effect
  • Pivot tables now refresh cleanly across changing dates and categories without leaving behind empty columns, while preserving existing styling, zero values, and source totals
  • Editing a dashboard in chat now correctly shows "Updating dashboard..." instead of "Creating dashboard..."
  • Orion does a better job choosing where to keep reusable context, reducing redundant save suggestions and surfacing conflicts when wiki text disagrees with governed metric definitions

3.4.27

Faster Dashboards & Metric Improvements

Improvements

  • Interactive dashboards with many cards now update much faster when you change a filter, and stay responsive when multiple people use them at the same time
  • Opening a metric and saving a chart or setting from its detail panel no longer clears the metric from the page address, so refreshing or sharing the link still opens the same metric

3.4.26

Project Management from Claude via MCP

Manage Projects Directly from Claude

Orion's MCP server now lets you create projects, edit project names and descriptions, and turn knowledge base pages on or off, all without leaving Claude or another MCP client. This means you can set up a project end to end from the tools you already use, rather than switching over to Orion first.

Improvements

  • The "What should we do next?" buttons now disappear as soon as you send another message.
  • Dashboards stay visible in chat when Orion declines to make a requested edit, instead of disappearing.
  • Creating or running an Analysis Notebook now correctly updates its project in the Recent list, while templates no longer clutter it.
  • Chat replies no longer show a leftover assumptions section when the "Ask before making assumptions" setting is turned off.

3.4.24

Notebook and Search Reliability Improvements

Improvements

  • The Analysis Notebook now correctly displays your latest saved code after a chat reconnect instead of showing outdated content.
  • Requests to edit a specific numbered notebook cell now update that cell directly instead of mistakenly adding a new one.
  • Connected AI assistants can now list your recent conversations without first having to select a project.

3.4.13

Data Source Pause Visibility and Platform Refinements

See the Impact Before Disabling a Data Source

Admins can now see exactly which metrics, notebooks, workflows, and knowledge base pages depend on a data source before turning it off, thanks to a confirmation prompt and a new Impact tab on each data source page.

Once a data source is disabled, affected dashboards and schedules clearly show a paused state, including an amber notice linking back to the data source and a "Disabled" badge with the date it stopped refreshing. Everything resumes automatically, with the badges and notices clearing on their own, once an admin re-enables the data source.

Improvements

  • BigQuery datasource errors now explain when the required API isn't enabled for your workspace instead of showing a generic connection error
  • New projects open directly in chat, and the former Catalog Views settings are now simply called Views
  • Room conversations stay steady during busy discussions and only scroll when you're already caught up, with the typing indicator staying put above the input
  • The shared dashboard and report header is simpler, with less-used actions tucked into a More menu
  • Large metric results load with bounded previews and column profiles while keeping full datasets available for use across notebooks, dashboards, chat, and other metrics

3.4.11

Flexible Email Digest Scheduling

Daily, Weekly, and Monthly Digest Schedules

You can now choose how often you receive email digests, selecting daily, weekly, or monthly delivery to match your preferred pace of staying updated. This gives you more control over how often you're notified of changes, so you can keep up with fast-moving workspaces or get a more condensed periodic summary.

Improvements

  • Email digest summaries are now more accurate and better highlight the changes that matter most.
  • Links to knowledge base pages created or edited by Orion now open the correct page.

3.4.10

Iceberg and Delta Table Connections, Plus Platform Refinements

Connect Iceberg and Delta Tables

You can now connect read-only Iceberg tables hosted on S3, GCS, or Azure, as well as Delta tables on S3, directly from the connection UI when enabled for your workspace. This opens up a new class of data sources for teams already working with these table formats in their data lake, without needing a separate ingestion step.

Improvements

  • Disable and Delete for a data source now live in a dedicated menu next to its name, and deleting requires typing the source name to prevent accidental removal
  • The typing indicator in rooms no longer covers the Analysis Notebook card above the chat input
  • Suggested analyses on the project home now show their full title, explain why they appeared in plain language, and start the right conversation when you click Discuss analysis
  • Typing your own answer to a clarifying question now clearly replaces the suggested default option
  • Project admins can remove a catalog view they added to a project as long as nothing in that project still depends on it
  • You now get an inbox notification that takes you straight to a project when someone shares it with you
  • Asking about the date range of timestamp columns stored as numbers now returns the correct first and last day on the first try

3.4.8

Interactive Charts and Smarter Dashboards

Interactive Charts, Everywhere

Charts across the product are now interactive and easier to build. Ask Orion in chat to chart something and it designs the chart from your data; table metrics now open on the table itself, where you can add a chart from suggested types, preview it, and save it.

Charts in chat and in findings cards can now be hovered, resized, and expanded, and you can always see the data behind them.

Curated Dashboard Chart Library

Dashboards are now built from a curated chart library, giving you more reliable charts and totals, maps for geographic data, and custom chart cards that still respond to your filters. Building a new dashboard card is also simpler now, with a clear Build it or Not yet choice on the plan card.

Guided Datasource Disable and Restore

Before disabling a data source, you can now review exactly what will be paused and browse the affected items, then re-enable the source again directly from the same place. This takes the guesswork out of turning datasources off and on.

Improvements

  • Saving a schedule from a metric's detail panel on the Metrics Catalog page now works correctly
  • Anyone allowed to edit a metric can now generate and refresh its "What Orion Understands" diagram
  • Buttons just above the message box, like a dashboard's Expand button, now respond reliably to clicks even when the scroll-to-bottom arrow is showing
  • Creating a new Knowledge Base page or folder from the right-click menu no longer gets interrupted before you can type a name
  • Views that take several minutes to run now finish successfully instead of getting stuck at "Not yet executed," and failed views now show an error message
  • Looker migrations now include dashboards you add by URL even if they have no recent usage, and the migration summary explains when one can't be fetched
  • Chats that previously could stall and cause later messages to fail now recover automatically

3.3.0

Metrics Catalog SQL Queries and Always-On Deliverable Rooms

SQL Passthrough Metrics in the Catalog

Tenant admins can now create table metrics directly in the Metrics Catalog by selecting a data source and writing a SQL query. Each metric returns the query results unchanged and can be added to projects when ready to run, giving your team a faster path to custom metrics without waiting on engineering support for simple cases.

Deliverable Rooms Now Listen by Default

The chat attached to a scheduled report or dashboard now replies to your questions directly, without requiring you to start each message with @orion. This makes it much faster to ask follow-up questions about a deliverable you are already looking at.

Improvements

  • Chats can now be deleted reliably even while Orion is still responding
  • The Context panel now shows which scheduled workflow produced a dashboard, with a link to its schedule and run history
  • Knowledge Base pages now consistently show the Metrics Catalog link across all tabs
  • Answering Orion's checkpoint questions through API, MCP, or CLI clients now works reliably
  • Dashboard header date ranges on recurring workflows now update accurately with each run and applied filters
  • Charts plotting values by month now render correctly even when the underlying data stores the month as text
  • Warp Drive answers more questions directly by rewriting unsupported claims instead of always asking for a deeper analysis
  • Long-running analyses no longer lose their notebook environment partway through a response
  • You can now ask Orion to remove any dashboard card, including header and narrative cards
  • You can now ask Orion to edit a slide deck or report produced by a workflow, and your changes are saved as a new copy without altering the original
  • Lens comparisons with no prior-period data now show a clear message instead of a generic error
  • Looker explores that rename their base view now resolve fields correctly in the semantic layer
  • Databricks usage and lineage tracking can now be enabled by admins for Full Resync collection
  • Metrics found in search or your email digest now open directly instead of landing on the project homepage
  • Filter dropdowns now stay fully on screen and scroll correctly, even in fullscreen dashboard views
  • Data sources with a working connection but a failed schema refresh now show as Degraded with a clear explanation, instead of appearing Healthy

3.2.29

Datasource Health Reporting and Memory Refinement

Datasource Connection Health Reporting

Data source settings can now report whether a connection is healthy, degraded, unhealthy, or not yet checked. When credentials, permissions, configuration, or provider availability cause a problem, you receive clear guidance instead of generic error messages. This makes it much easier to diagnose and fix connection issues without guesswork.

Improvements

  • Memory suggestions now focus on stated ongoing habits instead of offering to remember one-off settings you gave for a single request

3.2.24

Knowledge Base Improvements

Improvements

  • Knowledge base page navigation sidebar now identifies pages synced from GitHub, Confluence, or Notion, making it easier to track where your content originates.

3.2.22

Dashboard Editing and Google Sheets Extraction Improvements

Improvements

  • Google Sheets data extraction now supports responses up to 256 MiB, allowing you to work with larger datasets.
  • Dashboard card addition and removal now preserves layout styling, preventing cards from becoming unstyled or misaligned.
  • Dashboard saves in the editor no longer conflict with concurrent chat edits, ensuring your layout changes are reliably persisted.

3.2.12

Interactive Dashboard Lineage

Interactive Dashboard Lineage and Source Tracing

Explore your dashboard lineage as an interactive star map and trace any chart or metric back to its original data source. Navigate across report tabs, inspect the transformations behind each card, and replay the complete path from your dashboard through all intermediate steps to the underlying data.

Improvements

  • Dashboard generation is now more reliable, with resolved issues around calculated columns, sort references, and table styling.
  • Table rows and heatmap data now display correctly in hidden dashboard tabs and with numeric axes.

3.2.11

Warp Drive: Lightning-fast Answers for Your Team

Warp Drive for Project-Approved Content

Project owners can turn on Warp Drive so Orion answers exclusively from the project's approved content, with noticeably faster response times.

When a question needs deeper analysis, one click enters Full Analysis and stays there until you choose Warp Drive again. An answer Orion could not verify displays as an in-line draft, for a clear distinction between answers derived from approved sources and unverified ones.

Improvements

  • Room response mode now displays as a pill in the message box so everyone knows whether Orion is listening or only replies to @orion before they send.
  • A response that stops partway now continues on its own within about 30 seconds in the tab you asked from.
  • When you invite colleagues into an existing chat with Orion, Orion keeps taking part in the conversation instead of switching to reply-only mode.
  • Follow-up questions now stay in your chosen analysis mode (Warp Drive or Full Analysis) until you switch back.
  • Dashboard builds now reuse finished design steps when retrying after a failure, making retries noticeably faster.
  • Dashboard builds no longer fail with "Dashboard not saved" when a table is sorted by a non-existent column; the sort is corrected or removed during design.

3.2.5

Dashboard Generation Progress Improvements

Dashboard Generation Progress

Dashboard creation now shows live progress as Orion builds content, generates visualizations, and assembles the final dashboard. You can watch each stage of the generation process in real time, giving you visibility into what's being built and when it will be ready.

Improvements

  • Dashboard generation now follows uploaded templates more faithfully, including embedded artwork and chart styling
  • Existing dashboards retain their share identity when attached to and refreshed by a workflow

3.2.3

BigQuery Usage Intelligence

BigQuery Full Resync with Warehouse Usage

BigQuery Full Resync now refreshes both schema and warehouse usage together in a single operation. When usage-history access requires additional permissions, you receive clear guidance on how to restore access without the connection being marked as broken.

Scheduled BigQuery Usage Intelligence

BigQuery usage intelligence can now refresh automatically on a schedule and report setup issues independently. This means your warehouse usage data stays current without requiring manual intervention, and permission issues are surfaced clearly so you can address them at your convenience.

3.0.15

Browser Notification Previews

Improvements

  • Browser notifications now include a preview of Orion's response so you can see what was said while away from the tab.

3.0.12

Split View for Dashboards, Auto-Updating Commentary, and Improved Forecast Recommendations

Split View for Dashboard and Notebook with Inspect

You can now open a dashboard and the analysis notebook side by side, then use Inspect to click a tile and see which query it came from and how it was rolled up. This makes it easy to understand the mechanics behind any dashboard metric without switching between windows.

Auto-Updating Dashboard Commentary

Dashboard text cards now rewrite automatically whenever you rerun the underlying notebook, keeping your narrative commentary synchronized with the fresh data. Older dashboards with hardcoded numbers self-heal on the next refresh, upgrading their text to match the live numbers so your commentary always stays accurate.

Improvements

  • Dashboards can now use Google Fonts for custom typography, enabling richer visual design.
  • Assumptions in the Context panel now display in full without truncation, so you can see complete methodology notes at a glance.
  • Forecast recommendations now require sufficient history and a measurable baseline, reducing misleading work suggestions.

3.0.8

Editable Queries, Bridged Slack Conversations, and Notification Delivery Visibility

Edit and Re-run Data Extraction Queries

You can now edit the SQL behind a data extraction directly in the Analysis Notebook panel. Orion reviews the change, pulls the data again, and re-runs your notebook so every chart and number below reflects the new query. Perfect for refining a query on the fly without leaving your analysis.

Bridged Slack Conversations Stay in Sync

When you ask Orion a question from the web and it has a linked Slack thread, Orion's answer now appears in that thread as well. Both sides of the conversation read the same messages in the same order, so no one misses context.

Notification Delivery Visibility

Workflow runs now show each place a notification was sent and whether it arrived. A message that failed to reach one Slack channel is visible instead of hidden behind a single status, making it easy to spot delivery issues at a glance.

Improvements

• Chat is significantly more responsive in long conversations and during notebook analysis, with virtual scrolling that renders only visible portions of the transcript.

• Notebook cell output no longer reprocesses repeatedly while a turn is streaming, and tables no longer rebuild themselves on every update.

• Workflow diagrams now display Slack and webhook delivery channels instead of showing "No recipients".

• Chat no longer stops unexpectedly when Orion deploys during a response; partial answers are preserved with a note inviting you to continue.

• Conversations that stopped responding after Orion looked up additional tools mid-answer now work again without any action from you.

• Live views reconnect immediately during deploys instead of waiting up to 30 seconds, and deploys finish faster overall.

• Questions about Delta Lake data no longer stall; you can now explore values, check date ranges, and run ad-hoc queries against Delta Lake sources reliably.

• BigQuery datasources whose tables live in a different project from the one they bill to now work correctly instead of failing with permissions errors.

• Orion now incorporates more of the surrounding channel conversation when answering in Slack threads.

• Fixed an issue where two people replying in the same Slack thread could be answered by different Orion workspaces; now resolves consistently to the correct workspace.

• Memory saving now works again after being broken in the last release.

3.0.7

Slack Rooms Bridge and Deployment Resilience

Improvements

  • Replies in Orion Slack threads now join the same room you see on the web, keeping conversations unified across platforms.
  • Messages sent in an Orion room now appear in its linked Slack thread, enabling seamless two-way communication.

3.0.5

Chat Performance and Stability Improvements

Improvements

  • Typing in the chat box is now more responsive, particularly when composing long messages or using @-mentions.
  • Tables in chat responses no longer flicker while streaming, providing a smoother viewing experience.
  • Chat is significantly more responsive during notebook analysis sessions.

3.0.3

Conversations as a Deliverable and Schema Filtering Improvements

Conversations as a Deliverable

When you open a discussion room from a workflow's published report, you now land directly on the analysis with the chat beside it. You can see who else is in the room and address Orion directly within the conversation, making it easy to ask follow-up questions and explore the data together without switching between windows.

Improvements

  • Slack workflow notifications now include full context about why they were sent, which workflow and run produced them, and which reports they include.
  • On Snowflake, tables shown as enabled in a project's schema settings are no longer refused at query time due to case-sensitivity mismatches.

3.0.2

Shareable Portals

Shareable Portals

Share your dashboards and reports outside Orion in three ways: a public link that anyone with the URL can access, a protected link secured by a password or sign-in through your identity provider, and an embed that renders Orion content directly inside your own website.

Each link can be given an expiry date and revoked individually, and the Share button shows you every way your content is currently reachable.

Improvements

  • Knowledge base pages you lock or mark human-only are no longer overwritten by Orion's nightly knowledge base updates.
  • After you connect or re-sync a LookML repository, table descriptions and join paths reach Orion immediately instead of waiting for the next daily sync.

2.16.11

dbt and LookML Integration: Descriptions, Joins, and Full Augmentation Visibility

dbt Descriptions in Schema Explorer

Table and column descriptions from your dbt project now appear directly in the schema explorer, labeled dbt and ranked above warehouse-native descriptions because these are the definitions Orion's agents read when answering your questions.

Interactive Count Tiles on LookML Panel

Count tiles on a data source's LookML panel are now interactive. Select any count to see exactly which views, dimensions, measures, or descriptions are behind it, with anything that did not come across listed first and the findings that explain each gap in the same place.

LookML Joins in Schema Tab

The Schema tab now shows join paths taken from a data source's own LookML for warehouses with a LookML repository connected. Orion uses these declared joins when writing SQL, so it no longer has to guess how tables relate on a warehouse that declares no foreign keys. Each path is marked "declared" because the warehouse has not verified them.

Full Augmentation Inventory

The Augmentation tab now shows exactly what Orion extracted from a connected LookML repository: how many views, dimensions, measures, and descriptions it could match to real warehouse tables, and which ones it could not. Anything Orion cannot match is listed with the file it came from, so you can spot gaps instead of discovering them in an answer. Orion never modifies your LookML.

Column Descriptions from LookML

Column descriptions written in a data source's LookML now appear in Orion for warehouses with a LookML repository connected. Orion uses them when writing SQL, and warehouse-provided descriptions are never replaced.

Improvements

  • Context panel now cites dbt and LookML description sources and quotes the descriptions Orion used when answering
  • Context panel now shows which file LookML or dbt join definitions came from, displaying the join both ways: the SQL Orion ran and the definition in your file, with direct links to the file
  • dbt metadata tools now report what they read to the context panel when Orion explores your dbt project's models, columns, lineage, or declared foreign keys
  • Orion now recognizes which columns your LookML declares as primary keys and tracks whether a column description came from LookML or the warehouse
  • Long-running conversations and rooms compact context more reliably