What's new

DataGenie release notes - every release in reverse chronological order, with the full per-feature walkthroughs and a queryable timeline.

Every release pushes DataGenie in one of three directions: sharper Autonomous Insights, deeper Hyper Connected coverage, or stronger Responsible AI.

5.3.1 Patch - Security Fixes, Reports, Briefs and Wisdom

A security patch for 5.3 that fixes a set of vulnerabilities across the platform. It also brings Reports that fill the real-world Excel templates your team already uses, report previews that go through, Briefs that fetch the metrics behind their Top Stories and map Turkish provinces and districts, Wisdom and Briefs that keep answering when a connected tool is down, and Explorer search that finds every dimension value.

Security

  • Updated certifi to remove the compromised emSign root CAs (GHSA-6q48-6c7w-9gw2).
  • Updated Pillow to 13.0 to fix image-parsing memory corruption and a Ghostscript injection (CVE-2026-112398, CVE-2026-112403, CVE-2026-96639, CVE-2026-112900).
  • Hardened JWT and OAuth token validation by updating PyJWT, Authlib and joserfc to fix signature forgery, key confusion and empty-key flaws (CVE-2026-102268, CVE-2026-96760, CVE-2026-114616, CVE-2026-119283).
  • Fixed denial-of-service and resource exhaustion issues in aiohttp, Tornado, dnspython, msgpack and pypdf (CVE-2026-111066, CVE-2026-82397, CVE-2026-114605, CVE-2026-114613, CVE-2026-119203).
  • Tightened session and origin checks in the MCP service by updating the MCP SDK and fastmcp (CVE-2026-52869, CVE-2026-59950).
  • Fixed a path-traversal file write in nbconvert and an XSS and an authorization bypass in Jupyter Server (CVE-2026-114140, CVE-2026-44727, CVE-2026-114135).
  • Updated build tooling (virtualenv, setuptools, filelock, Black) to fix command-injection and lock-hijack issues.

Reports in Briefs

 Real-world Excel templates - upload the dashboard-style workbooks your team actually uses, with KPI tiles, several tables on one sheet and a column for each day of the month, and DataGenie fills them with live data. Your layout, formatting and charts stay exactly as you designed them.

 Previews go through - report previews that used to fail every time now succeed. When something can't be filled, the preview tells you why instead of showing "Please try again".

 Long sessions keep your work - building a report from a large template no longer loses your work after 15 minutes.

Metrics in Briefs

A Brief can now go one step past its Top Stories and fetch the metric values behind them.

 Top Stories first, then the numbers - the Brief starts from the Top Stories at a high-level dimension. For the stories it identifies, it then fetches the metrics one level down, split by a finer dimension and sorted from largest to smallest.

Briefs

 Consistent citations - citations in a Brief now show the same way every time. Raw citation text no longer appears in the briefing.

 Maps of Turkey - Briefs can show results on maps of Turkish provinces and districts.

Wisdom

 Answers even when a connected tool is down - if one data source or connected tool can't be reached, Wisdom and Briefs still give you an answer, with a short note on what couldn't be reached.

Explorer

 Search every dimension value - dimension value search used to look through only the first 500 loaded values, so anything past 500 couldn't be found. It now finds every value.

Product Analytics

 DataGenie MCP usage - Product Analytics now records how your team uses the DataGenie MCP: which tools are called, how often, by whom and with what result.

Under the hood

 Services recover after a restart - if the platform restarted before sign-in was ready, Briefs and Wisdom could stop working until the services were restarted by hand. They now recover on their own.

Conversational Reports and Wisdom Enhancements

Briefs now build Reports: drop in the Excel template your team fills by hand, describe it in chat, and DataGenie maps every column, writes the SQL, adds data checks and delivers the same workbook on a schedule, with full lineage for every run. Wisdom notebooks become documents you write in, rework and share. Plus access that follows your directory groups, and per-person data masking.

Release 5.3 turns the Excel report your team rebuilds by hand into a scheduled report you can trace back to its source, just by describing it in chat. Wisdom notebooks become documents you write in, rework and hand to a colleague. And for admins, Directory Group Sync keeps access in line with your company directory, while Dynamic Data Masking lets your database decide what each person may see.

Highlights

Reports, built by chat

Attach your Excel template, describe the report, and DataGenie builds it, schedules it and traces every number.

Notebooks you write in

Notes, comments, stars, reruns that keep the old answer, branching and view-only sharing.

Access from your directory

Map a directory group once, and people get the right access at their very first sign-in.

Masking per person

DataGenie tells your database who is asking, so each person sees only what they are cleared for.


New Features

Conversational Reports

A brief now comes in two kinds. Insights research your question afresh on every run. Reports fill the Excel workbook your team already uses, on a schedule, the same way every time. Open New brief, choose Automate a report my team builds today, attach your template and describe it in plain words; the agent builds the report and shows its work.

Built from your template
Each sheet gets a role, and your formulas and cover pages stay intact.
Every column mapped
See each column's source table, SQL and confidence, and correct any of them.
Data checks that act
Warn rules flag rows with reasons; Block rules stop a bad run.
Edit in chat, publish when ready
Changes wait in a working copy until you click Update.
Schedule and deliver
Hourly to monthly, the next three runs, pause any time, workbook by email.
Lineage for every run
Every query, every column traced to its source, and the exact script that ran.

The Briefs home now filters by All, Insights or Reports, and report cards show headline numbers, flagged rows, Download and Open workbook.

Briefs on your own schedule

Every brief, Insights or Reports, can now run on a schedule of its own, separate from when its data refreshes. In Schedule, choose After each data refresh, or choose At set times and pick the days, the time and the time zone. Your data can refresh every hour while the brief arrives once a day, or refresh daily while the brief lands as a weekly summary.

The Schedule step of a brief - two triggers, After each data refresh or At set times, with Hourly, Daily, Weekly and Monthly runs, days of the week, a time of day, a time zone and a Pause runs switch

Two triggers
After each data refresh, or At set times on the days and time you pick.
Hourly to monthly
Choose the days of the week (Monday to Friday by default), a time of day and a time zone.
One view instead of many
Read one consolidated brief rather than working through a stack of hourly ones.
Pause any time
Stop scheduled runs and keep your settings for when you turn them back on.

A catch-up for every shift

Data refreshes every hour. A brief at 11:00 India time shows the team starting its day the last 12 hours in one view, and a second at 19:00 does the same for the team starting its day in the US.

A weekly summary on Monday

Data refreshes every day. A brief every Monday morning brings the past week together in one consolidated view.


Enhancements

Wisdom enhancements

A Wisdom notebook is now something you write in, rework and hand over. Add notes between your questions, discuss an answer with your team, rerun without losing the answer you had, and share the finished notebook with exactly the people who need it.

Notes

Headings, lists and formatting between any two questions.

Comments

Discuss any answer in a thread and @mention a colleague.

Stars and hidden questions

Star what matters, show starred only, hide what you don't need.

Reruns that keep the old answer

Say what went wrong, rerun, and keep the better of two answers.

Branch to a new notebook

Explore an idea from any question without touching the original.

Share, link and export

View-only sharing, links to any question or note, and a PDF copy.


Security and access

Directory Group Sync

Access can now follow the groups you already manage in your company directory, such as Active Directory, Entra or Okta behind single sign-on. Map a directory group to a DataGenie user group once on the new Directory Sync page, and people join it at their next sign-in.

One mapping per group
The user group's roles decide what its members can do.
Access from the first sign-in
A new person in a mapped group is created already in the group.
Hand-made access is kept
The sync never removes what an admin added; anyone in no mapped group gets no access until an admin adds them.
Off by default
One setting turns it on; with it off, nothing changes.

Dynamic Data Masking

Your database can now mask sensitive data per person, even though DataGenie connects with one service account. An admin sets Session SQL on a raw dataset, and DataGenie runs it before every Wisdom query, as the person who is asking. Your database's own masking policy decides what each person sees.

Off until you turn it on
Every raw dataset gets a Session SQL switch that starts off.
Templates and safe variables
Start from a template; values are always passed as bind values.
Test before you save
Run it on the source as you before anyone else is affected.
Fails safe
If Session SQL fails, the query does not run.

Under the hood

 Security & vulnerability fixes - fixed a critical remote code execution issue (Node2Shell, CVE-2026-111497) in the image and Wisdom services, a critical certifi issue across all services, and other dependency vulnerabilities, with updated obfuscation tooling.

 Azure managed identities - the platform, including Airflow, Spark on Kubernetes, storage and Azure OpenAI, can now run on Azure managed identities with no service principal. Off by default.

 Spark on Kubernetes - runs as a node pool in the same cluster with a managed identity, and picks up rotated credentials without a restart.

 Steadier start-up - core services wait until sign-in (Keycloak) is fully ready, and a background service no longer fails to start when Azure login fails.

 Safer upgrades - an upgrade stops early if a Spark component is missing, instead of finishing half-deployed.

 Web push keys - created once and kept across upgrades, with an optional override.

DataGenie, Inside Your AI Agent

DataGenie now works inside the AI agent you already use: the new DataGenie MCP server brings Briefs, the Knowledge Center and Wisdom into Claude Code, Codex and other MCP agents, running as you with your own permissions. A sharper Native Explorer and a rebuilt Product Analytics, plus reliability and security fixes under the hood.

Release 5.2 brings DataGenie to where you already work. The new DataGenie MCP server connects your AI agent to DataGenie, so you can create and run Briefs, teach Wisdom through the Knowledge Center, and ask Wisdom questions from your terminal or chat, always as yourself and with the access you already have. The Native Explorer gains new ways to read a KPI, and a rebuilt Product Analytics shows exactly how your team uses DataGenie.

Highlights

DataGenie, inside your agent

Connect Claude Code, Codex or another MCP agent once, then work with Briefs, the Knowledge Center and Wisdom in plain language.

Runs as you, nothing more

Every call uses your own DataGenie login and permissions. You approve access once, and your password never goes into the agent.

A sharper Native Explorer

Summary stats on every chart, a flagged-points rail, a Normalised view, a table view and shareable views.

Product Analytics, rebuilt

See who is active and engaged, how each area and feature is used, and every captured event in one log.


New Features

DataGenie MCP

DataGenie now works inside the AI agent you already use. Connect Claude Code, Codex or another MCP-compatible agent to DataGenie once, sign in with your own DataGenie login, and just ask: create a Brief and run it, share it with your team, add a skill to the Knowledge Center, or put a question to Wisdom and get a cited answer back, all without leaving your terminal or chat.

Every call runs as you. Your agent sees only the datasets, Briefs and notebooks your DataGenie permissions already allow, you approve its access once on a DataGenie consent screen, and your password is never typed into the agent.

Connect once
Add DataGenie as an MCP server, sign in through your usual DataGenie login (SSO included), and click Allow.
Briefs from your agent
List, read, create, schedule, share and run Briefs, and read any run's full report with its citations.
Teach the Knowledge Center
Create and update skills (and their Python scripts), domain knowledge and business events, search and read documents, and review what Wisdom remembers about you.
Ask Wisdom
Ask a question on a dataset or continue a notebook, get the answer with its follow-ups, and send feedback on it.
Your permissions, unchanged
Every tool runs as you, against the same access rules as the DataGenie app. Remove a user and their agent access stops too.
Asks before it deletes
Deleting a Brief, a Knowledge Center item or a notebook asks for confirmation first.

To connect from Claude Code, add the server with your DataGenie address, then run /mcp, pick datagenie and sign in:

claude mcp add --transport http datagenie https://your-company.datagenie.ai/api/mcp-service/mcp

DataGenie MCP works the other way around from MCP connections in the Knowledge Center: those let Wisdom call out to other tools, while DataGenie MCP lets your agent call DataGenie.


Enhancements

Native Explorer

The Explorer picks up a set of new ways to read a KPI. Every chart now sums itself up above the curve, anomalies get a list of their own, and any view can be compared on one scale, flipped to a table, or shared as a link.

Summary on every chart
The latest value, the change and the peak sit right above the curve.
Flagged-points rail
Every anomaly in view, with its Safe Zone and severity, in one list.
Normalised view
Compare KPIs in very different units by their shape, on one scale.
Table view
Switch any chart to a newest-first table of actual, predicted and severity.
Synced crosshair
Hover one break-out chart and every other one follows.
Shareable views
Every selection lives in the link, ready to bookmark or share.

Product Analytics, rebuilt

Product Analytics has been rebuilt to show how your team really uses DataGenie: who is active, which areas and features they rely on, and what they do on each screen. Open it from the tools menu in the left rail; it is available to anyone who can manage users.

One set of controls
Date range, whose activity counts, and UTC or local time, across every tab.
Overview at a glance
Active and engaged people, stickiness and sign-ins, plus when people work.
A page per area
How Wisdom, Briefs, the Knowledge Center and more are used, feature by feature.
Around 40 named features
Who used each feature in the range, with a drill-down for every one.
A full Event Log
Every captured action, newest first, filterable and expandable.

Under the hood

 Security & vulnerability fixes - broad security and vulnerability fixes across the platform.

 Steadier processing on Kubernetes - fixes to Spark jobs running on Kubernetes for more reliable data processing.

 Better handling of Postgres timeouts - slow database calls are handled more gracefully, so processing recovers instead of stalling.

Conversational Dashboards, and Data It Understands on Its Own

A release built on trust: new Conversational Dashboards you build and refine just by asking, a Query Engine that profiles your data and works out how its tables connect on its own, a rebuilt Configuration experience, and answers that cite the exact row or document behind every number.

Release 5.1 builds on the new DataGenie and leans into trust. Conversational Dashboards let you assemble a live, shareable dashboard just by asking for it, then refine it in plain language. The new Query Engine points at your data and works out what every table means and how they connect, all on its own and all editable. Configuration is rebuilt around a clearer access model, Wisdom now cites the exact row or document behind every number, and Wisdom itself is faster and sharper.

Highlights

Conversational Dashboards

Build a live dashboard just by asking, refine it in plain language, then share it or export the whole thing to PDF.

A Query Engine that reads your data

Point DataGenie at a source and it profiles every table and works out how they connect, with confidence scores and plain-language guidance.

Configuration, rebuilt

Redesigned Users, Roles, Groups and Tenants plus a new Access Matrix, with every field you rely on today carried over.

Answers cited to the row

Every grounded answer shows its Sources and deep-links to the exact table row or document page behind each figure.


New Features

Conversational Dashboards

Ask for a dashboard and DataGenie builds it. Describe the view you want in plain language and it assembles the right widgets - charts, tables, maps, and scorecards - into one live dashboard you keep refining by conversation. When it's ready, share it with the people who need it or download the whole thing as a PDF.

Build it by asking
Describe the dashboard you want and DataGenie assembles the widgets, no manual setup to get started.
A mix of widget types
Charts, tables, maps, and scorecards in one coherent, live view.
Export to PDF
Download the whole dashboard, charts and all, as a shareable PDF.
Share with control
Share a dashboard like a Brief - people see it in their list and open it with the access they're granted.

Query Engine

Point your data at DataGenie and it does the groundwork for you. The Query Engine profiles your source in depth - reading each table and describing, in plain language, what it holds, what a single row represents, and what every column means, with real sample values. It works out how your tables connect, scores each relationship's confidence, and explains in plain words how to join them. And all of it is yours to edit.

Automatic data profiling
Connect a source and DataGenie reads it - tables, columns, and sample values - and describes each in plain language.
Relationships, worked out for you
It detects how tables connect and tells you how to use each join, in plain words.
Confidence on every link
Each relationship carries a confidence score you can see and filter, so a weak join is flagged rather than applied silently.
History tables join correctly
A table that keeps a row per version - a price list, a changing segment - joins on its time window, so the right version lines up.
Always yours to edit
Edit any description or relationship, or add your own - your tribal knowledge stays with the data.

Configuration, rebuilt

Configuration has been rebuilt from the ground up. Users, Roles and Permissions, User Groups, and Tenant Management are all redesigned, joined by a new Access Matrix that shows who can do what at a glance. Underneath, a user group is now a true role-holder rather than a distribution list, so access is modelled the way you already think about it. Every field you rely on today is still here.

Users, Roles, and Groups
Redesigned screens for Users, Roles and Permissions, and User Groups.
A new Access Matrix
See who can do what across the product in a single view.
Groups that hold roles
A user group now carries roles directly, so permissions follow the group.
Tenant Management
Manage tenants from a cleaner, redesigned screen.
Nothing lost
Every field and control you have today carries over - the rebuild adds clarity, not gaps.

Enhancements

Sources you can click

Every answer that draws on your documents now shows exactly where it came from. A Sources panel lists each document behind the answer, and one click opens it in the Knowledge Center at the right place. Citations are now claim-level, so a figure pulled from a table is cited as that table row, not just the file it lived in.

A Sources panel on every answer
Document-grounded answers list their sources inline.
One click to the source
Each citation deep-links into the Knowledge Center with the document open.
Cited to the claim
A number is cited as the exact table row it came from, not just the document.

Docufeeder - documents Wisdom learns

The Documents library now learns from everything you put in it. Drop SOPs, specs, playbooks, or glossaries into a dataset's Knowledge library - a single file or a whole folder - and Docufeeder reads each one page by page, works out what it covers and what it can answer, and builds a map of the corpus as a whole. Wisdom answers from those documents and cites them, and the library stays current as you add or remove files.

Files or whole folders
Add documents to a dataset's Knowledge library one at a time or a folder at once.
Read page by page
Docufeeder extracts each document's exact content and writes an understanding of what it covers.
A map of the corpus
It builds a picture of the whole library, so Wisdom knows what it can and can't answer.
Always current
Add or remove files and the corpus map and the answers follow.

Notebooks respect dataset access

Wisdom notebooks now follow the dataset permissions you already set. You'll only see notebooks for the datasets you're allowed to work with, so a notebook can't surface data outside your reach.

 Scoped to what you can see - a notebook for a dataset you don't have access to no longer appears in your list.

 Access you already set, honored - notebooks follow each dataset's existing permissions.

Sharper Wisdom

Wisdom is faster and more dependable. Answers return with noticeably lower latency, a batch of output regressions are resolved, and charts now line up more closely with the answer they illustrate.

Lower latency
Answers come back faster across the board.
Output regressions resolved
Fixes for inconsistent anomaly severity, KPI-attribution formatting, and scorecard rendering.
Charts that match the answer
Wisdom picks visuals that line up more closely with what it's telling you.

Under the hood

 Security & vulnerability fixes - broad security and vulnerability fixes across the platform.

5.0.2 Patch - Anomaly Detection Seasonality Fix

A fix for Anomaly Detection: in some deployment environments a forecast could flatten out and miss a metric's weekly and seasonal rhythm, which weakened anomaly signals and the Top Stories built on them. Seasonality is now modeled correctly, so predictions and anomalies are accurate again.

Anomaly Detection

In some deployment environments, DataGenie's Anomaly Detection could produce a flat forecast that ignored a metric's natural weekly and seasonal pattern. The baseline still looked smooth and reported a healthy accuracy, so it was easy to miss, but with the seasonal signal gone, normal ups and downs were measured against the wrong baseline, producing weaker or misleading anomalies and Top Stories on the affected datasets. The cause was a low-level timing-unit mismatch inside the forecasting engine that shrank the seasonal calculation until the recurring weekly wave all but disappeared.

 Seasonality is modeled correctly again - forecasts once again follow the weekly and seasonal shape of your data, so the predicted baseline tracks how each metric really behaves.

 Accurate anomalies and Top Stories - with the seasonal signal restored, deviations are scored against the right baseline, so the anomalies you see and the stories built on them are trustworthy again.

 A safeguard so it can't recur silently - a built-in check now flags the underlying condition if it ever reappears, so the same issue can't slip through unnoticed on a new environment.

5.0.1 Patch - Briefs, Wisdom & Dataset Fixes

A maintenance release for 5.0: Briefs render cleanly again, Wisdom picks the right visuals and cites its sources reliably, hiding a dataset is back in your hands, and the platform is hardened with SSO and security fixes.

Briefs

 Geo maps render - geographic breakdowns in a Brief now display correctly. The map section that could show up blank is fixed.

 Clean, aligned layout - charts no longer overlap, tables align, and metric hover cards sit where they belong instead of clipping or collapsing.

 Run intent is visible - you can now see the intent behind each Brief run, surfaced right alongside its results.

Wisdom

 The right visual, not a table - Wisdom renders the best chart for an answer instead of defaulting to a table when a chart is the clearer fit.

 Every value on a chart switch - switching a table to a bar or pie chart now plots the full set of values, not just a chosen few.

 Reliable, clickable citations - every answer shows where its numbers came from, and each source links back, across all notebooks.

Datasets

 Hiding a dataset is your call - datasets no longer move to hidden without your consent. Hide one to declutter the dataset selector while keeping full access to it, so HyperConnected joins on the Nirvana algorithm are unaffected.

Under the hood

 Security & vulnerability fixes - broad security and vulnerability fixes across the platform.

 SSO sign-in - resolved an SSO sign-in issue for a smoother, more reliable login.

Experience the New DataGenie

A comprehensive redesign - an all-new Briefs, Wisdom, and Knowledge Center in one calm workspace behind a single, simplified navigation, a new Documents library that grounds Wisdom's answers, and a light or dark theme you choose. Nothing was removed: every classic screen is one click away.

Release 5.0 is a redesign that runs end to end. Briefs, Wisdom, and the Knowledge Center now share one calm, focused workspace behind a single, simplified navigation - the three things you reach for most are up front, and everything else tucks neatly into one More menu. The Knowledge Center gains Documents, a per-dataset library of the reference material Wisdom reads to answer the questions your numbers alone can't. And the whole product now comes in light or dark - your choice, remembered. Nothing was taken away: your classic screens all still live one click away.

Highlights

One simple navigation

Briefs, Wisdom, the Knowledge Center, and Explorer are front and center. Datasets, Configuration, Top Stories, and more fold into a single More menu.

Light or dark, your call

Switch the whole experience between light and dark from your account menu - DataGenie remembers your choice.

Documents, a new corpus

Upload SOPs, spec books, and decks per dataset. Wisdom reads them to ground procedural answers the numbers alone can't give.

Redesigned, end to end

An all-new Wisdom, a date-grouped Briefs feed, and a rebuilt Knowledge Center - every surface redesigned around how you actually work.


The new Briefs

Briefs is rebuilt around a calm, newest-first feed. Set the questions you care about once, and DataGenie keeps watching - each new briefing arrives at the top, grouped by day, with a one-line takeaway and who it's shared with, so you can scan the whole picture in seconds.

Open a briefing and it reads like a real report: a headline takeaway in a sentence, the movement called out in context, the visuals behind it, a full run history, and a one-click Download as PDF.

A Briefs detail view - an in-a-sentence takeaway, prose with highlighted movements, run history, and a Download as PDF action


Wisdom, reimagined

Wisdom has been redesigned again - a calmer, more focused home built around a single question box. Start from the box or a suggested prompt, pick your dataset, type / to reach your Cognitive Skills, and pick up any past notebook right where you left it - with Notebooks and Memory always a tap away.

Every answer, one document

Ask in plain language and Wisdom answers as one coherent document that builds in front of you - a short takeaway first, then the fewest, best visuals that explain it, and a plain-language note on how it was worked out. You can follow its reasoning inline, reshape any view without re-asking, and tap a suggested follow-up to go deeper.

A Wisdom answer as one document - a reasoning trace, an in-a-nutshell takeaway, a titled chart with a Chart Type control, a ranked table, and suggested follow-ups

Takeaway first
An in-a-nutshell summary leads every answer, before the visuals.
See the reasoning
Expand how Wisdom analyzed the question - the steps, the data it fetched, the checks it ran.
Reshape any view
Swap the chart or describe the view you want, without asking again.
Notebooks & Memory
Your work saves as notebooks, and Wisdom remembers how you like to analyze.

The new Knowledge Center

The Knowledge Center - the business knowledge and reasoning Wisdom draws on - has been fully redesigned: a calmer, clearer home for everything that keeps Wisdom's answers accurate and grounded in how your business works. Every section is rebuilt - Skills, Business Events, Domain Knowledge, and Memories - and there's a brand-new one, Documents.

Five kinds of knowledge, one place

Every kind of knowledge Wisdom draws on now lives in one calm, scannable place - each rebuilt in the new design.

Cognitive Skills
Reusable reasoning for recurring questions - enable, search, and run them, and now attach a Python artifact a skill runs to build a richer, custom report.
Business Events
The promotions, launches, and incidents that explain a spike or a dip, so a change is never a mystery.
Domain Knowledge
Your definitions and business rules - how a KPI is defined, what a segment means - applied to every answer.
Documents
New - a library of your reference material that Wisdom reads and cites.
Memories
The durable preferences Wisdom learns about how you analyze, private to you and editable.

Cognitive Skills - a new capability

Cognitive Skills can now run an attached Python artifact to build their report. Upload your own script and a skill produces a full, custom workbook - going beyond written instructions to exactly the output you want. As the skill editor puts it: "Optional - attach a python artifact this Skill runs to build its report. Without one, the Skill runs on its written instructions alone."

The Attached Code Artifact section in a Cognitive Skill - an optional Python artifact the skill runs to build a richer, custom report

Documents - a new capability

Documents is new. It's the reference material behind a dataset - SOPs, spec books, work instructions, decks - that Wisdom reads and grounds its answers in, so the questions your numbers alone can't answer still get a real, cited answer.

The new Documents section in the Knowledge Center - a per-dataset library with Upload files and Upload folder, Files and Processed views, and Wisdom reading the corpus

Upload files or folders
Add PDFs, docs, decks, and more - scoped to one dataset at a time.
Read and processed
Watch each document move from uploaded to processed, ready for Wisdom to use.
Grounded, cited answers
Wisdom cites the document behind a procedural answer, so it's never a black box.
Scoped to a dataset
Each dataset has its own corpus - documents stay with the data they belong to.

Find your way around

The navigation is simpler on purpose. The left rail now leads with the places you spend your time - Briefs, Wisdom, the Knowledge Center, and Explorer, which sits right below the Knowledge Center - while everything else lives in a single More menu, one click away and never in the way.

Open More and you'll find your familiar screens exactly where you'd expect:

Datasets
Your connected datasets and their setup.
Configuration
Users, roles, and access - the classic settings screens.
Guided Onboarding
The step-by-step setup guide, whenever you need it.
Top Stories
Your autonomous daily stories, unchanged.
Product Analytics
Usage and adoption analytics.

The redesigned navigation - Briefs, Wisdom, Knowledge Center, and Explorer in the rail, with the More menu holding Datasets, Configuration, Guided Onboarding, Top Stories, and Product Analytics


Light or dark, your call

DataGenie now comes in a light and a dark theme. Choose one from your account menu under Appearance - Light, Dark, or match your System - and it's remembered across the whole product, every screen.

The redesigned Wisdom home in the light theme

The same Wisdom home in the dark theme, with the Appearance switch open in the account menu


Also in 5.0

Beyond the redesign, 5.0 sharpens what DataGenie does under the hood.

Exact, code-backed answers
Wisdom now runs calculations like churn and set differences in code instead of estimating them - so the numbers are exact, every time.
Download any answer as CSV
Export the table behind any Wisdom answer to CSV in one click, straight from the answer card.
Sharper anomaly detection
Anomaly detection now recognizes weekly and seasonal patterns, so recurring cycles are no longer mis-flagged - only genuine deviations surface.
Faster anomaly runs
Anomaly-detection jobs run roughly 2.4x faster, with identical results - fresher insights at lower cost.
Smarter access controls
Access to a composite dataset now extends to its child datasets automatically, and you can pin, hide, and surface datasets to declutter every picker.
Install as a desktop app
Install DataGenie as a desktop app for a native-like experience, and the interface now adapts cleanly across screen sizes.

Everything you had, still here

This is a redesign, not a removal. Top Stories, Guided Onboarding, Datasets, Configuration, and Product Analytics are all exactly where they were in capability - now gathered under the More menu so the everyday workspace stays clean. Open More anytime to jump straight to any of them.

The New Wisdom

An all-new DataGenie experience - a redesigned, unified home and navigation - with the rebuilt Wisdom at its center: every answer as one streamed, brief-grade document, plus native forecasting and scenario planning.

Release 4.17 introduces an all-new DataGenie experience - a redesigned, unified home that leads with your Top Stories, a single launcher across Briefs, Wisdom, GO, and the Knowledge Center, and cleaner navigation throughout. It's opt-in: turn it on when you're ready, and switch back to Classic anytime. At its center is the rebuilt Wisdom - ask in plain language and get one coherent, brief-grade answer, with forecasting and scenario planning now native and every figure kept deterministic: your raw data never reaches a language model.

Highlights

An All-New Experience

A redesigned, unified DataGenie - a cleaner home that leads with your Top Stories, and one launcher across Briefs, Wisdom, GO, and the Knowledge Center. Opt in when you're ready; switch back to Classic anytime.

Answers as One Document

Every answer streams in as one brief-grade document - a takeaway first, then the fewest, best visuals that explain it.

Reshape Any Answer

Change how a result is shown without re-asking - swap the chart, describe the view, combine, or revert.

Forecasts & Scenarios, Native

Forecasting and what-if scenario planning are built into Wisdom, on real history with the engine's own confidence band.


The all-new DataGenie

DataGenie has a brand-new look and flow. The experience is unified behind a single launcher - Briefs, Wisdom, GO, the Knowledge Center, and your Datasets, one tap away - with a redesigned home that puts your Top Stories front and center and cleaner navigation across the product. It's opt-in: turn on the new experience when you're ready, and switch back to Classic anytime.

The all-new DataGenie - launching the redesigned, unified experience: the New Experience launcher, then the redesigned Wisdom home

The New Wisdom

A redesigned Wisdom home

Wisdom's home has been rebuilt from the ground up - cleaner, calmer, and built around a single question box, with your notebooks and memories a tap away. Start from the box or a suggested prompt, type / to reach your skills and data, and pick up any past notebook right where you left it. The previous Wisdom home is fully retired and no longer available - the redesign replaces it.

Your question front and center, with starter prompts, your notebooks, and the new Memory tab all a tap away.

The redesigned Wisdom home - a single question box front and center, with starter prompts and recent notebooks below

The previous Wisdom home, now retired and no longer available.

The previous Wisdom home, before the redesign


Answers as one document

Ask in plain language and Wisdom answers as one coherent document that builds in front of you - a takeaway up top, then the handful of visuals and tight prose that explain it. The old split between an Explanation tab and a Visualization tab is gone.

An answer assembles itself from typed sections, each chosen to fit the question:


Reshape any answer

Every data-bearing section carries a quiet toolbar - fix the view in place instead of asking again.

Swap the chart

Switch between compatible chart types instantly - line, bar, pie, and more.

Describe the view

Type "make it a pie" or "show the top 10 only" and Wisdom re-renders it.

Combine sections

Merge two sections into one overlaid view to compare them directly.

Revert anytime

Return to the original whenever you like - your view is remembered on reload.


Ask naturally

Typo-tolerant
Misspelled or near-miss dimension values are resolved automatically.
Inline clarification
When a question is genuinely ambiguous, Wisdom asks with tappable options instead of guessing.
Suggested follow-ups
Every answer ends with a few smart next questions - one tap to go deeper.
Notebooks
Your work is saved as notebooks you can reopen, restored to their full state.

Wisdom remembers

A new Memories tab joins Skills, Business Events, and Domain Knowledge in the Knowledge Center. As you work, Wisdom picks up the durable things about how you analyze - the metrics you care about, the dimensions you slice by, how you like answers framed - and uses them to make every answer more relevant. Each memory is learned from your own sessions, private to you, and yours to review, edit, or remove.

The new Memories tab in the Knowledge Center - the preferences Wisdom has learned about how you analyze, private to you and editable


Forecasting & scenario planning

Forecasting and what-if scenario planning are native to the new Wisdom, rebuilt on the new agent.

Forecasting

Project a metric forward with the engine's own confidence band, over real history - never a number the model made up.

Scenario planning

Adjust a driver in plain language - "traffic up 20%" - and compare each what-if against the baseline, colored by business impact.

Project a metric forward with the engine's own confidence band, over real history.

A Wisdom forecast of weekly Total Revenue - the actual history, the projected tail, and the engine's ±σ confidence band

Adjust a driver in plain language and compare the scenario against the baseline.

The same forecast with a what-if scenario overlaid - sessions up 20% and Conversion Rate down 5%, compared against the baseline


More accurate by default

Right units
A KPI's unit comes from your catalog and domain knowledge - never a guessed currency on an unlabeled number.
Honest comparisons
A KPI tile shows an expected value or a "vs plan" delta only when there's a real one - no misleading zero.
Right windows for derived KPIs
Rates and ratios resolve to the period where every component actually has data.
Ranking that means what you said
"Top 5" limits to five; "all" fetches the whole dimension.

Cognitive Skills, in the flow

Your dataset's Cognitive Skills are first-class in Wisdom - type / to see and run them, right from the question box.

The / menu in Wisdom listing the dataset's Cognitive Skills, each ready to run instantly


Export

Take your work with you - export an answer, or the data behind it, to a file.

A large country-level Total Revenue ranking in Wisdom, offered as a downloadable CSV - the full 224-row list, one click away


Genie+, the earlier version of Wisdom, is now deprecated - the rebuilt Wisdom replaces it.

Under the Hood

Responsible AI, preserved
Every figure is produced by DataGenie's deterministic services - your raw data is never sent to a language model, with a persistent signal that confirms it.
DataGenie over MCP
Insights, Knowledge Center, Metrics, and Anomaly Detection are now exposed as MCP tools honoring each user's permissions - the fabric the new Wisdom runs on, and a secure path for approved external agents.
Wisdom, rearchitected
A multi-step specialist pipeline became one autonomous agent that owns the whole question - understanding it, fetching and verifying the data, then writing the answer; conversations persist as notebooks.

User Groups, Verifiable Briefs & Sharper Detection

Share to a whole team in one step, trace every brief insight back to its source, and get more accurate anomaly detection on hourly data.

Release 4.16 makes it effortless to get insights to everyone who needs them - define a team once with User Groups and share to all of them in a single step. Briefs become verifiable and fiscal-aware: every insight now links straight back to the Top Story, collection, or metric behind it, and briefs align to your fiscal calendar. Anomaly Detection gets sharper on hourly data, and access control is now enforced consistently across every endpoint.

Highlights

User Groups

Define a team once and share to everyone at once - pick a group as a recipient on any Top Story, Brief, or IOE alert.

Brief Enhancement · Verify

Every insight in a brief now deep-links back to the exact Top Story, a scoped collection, or the metric in Explorer.

Brief Enhancement · Fiscal

Datasets on a fiscal calendar get Briefs aligned to the true fiscal-period window - no mental translation from calendar months.

Sharper Hourly Detection

Anomaly detection now models hour-of-day seasonality, materially cutting false anomalies on hourly data.


New Features

User Groups

Sharing used to mean adding people one at a time. Now you can define a named user group once - with its members - and pick that group as a recipient anywhere you share: a Top Story, a Brief (share-by-mail or scheduled), or an IOE alert. "Share to Finance Team" replaces typing out every teammate's address.

Groups resolve to their current members at send time, so your shares and alerts stay in sync with the team automatically - add someone to a group and they start receiving; remove them and they stop, with nothing to re-edit. Groups appear right alongside individuals in the recipient picker, and you can mix the two freely - a person named both directly and through a group still receives just once.

Share to a whole team

Pick a group as a recipient on any Top Story, Brief, or IOE alert - no more selecting people one by one.

Always in sync

Email a Brief or Top Story, or send an IOE alert, and the group resolves to its current members at that moment - add or remove someone and the next send just follows, with nothing to re-edit.


Enhancements

Brief Enhancement

Briefs already hand you the few movements worth knowing, written in plain business language. This release makes them prove their work. Every insight in a brief now links straight back to the Top Stories behind it - open the exact deep-dive, a scoped collection, or the metric in Explorer in one click, so a reader can verify and explore the evidence instead of taking the narrative on trust. And if your dataset runs on a fiscal calendar, Briefs now speak in your fiscal periods too.

Every citation in a brief is now a deep-link to its source, and a new primary-first Underlying Top Stories rail surfaces the stories behind the narrative up front. Click an insight to open the exact Top Stories deep-dive, jump to a scoped collection of the related stories, or plot the metric in Explorer - each opens in a new tab, scoped to precisely what the brief was talking about. Aggregate or unresolvable points stay as plain text, so there are no dead links to chase. This applies to every brief.

A brief citation on hover, offering to open its source in Top Stories or in Explorer

For datasets configured with a fiscal calendar, Briefs now analyze the exact fiscal-period window - for example P03 FY14 - instead of a calendar month. The aggregation window, the headline, and the supporting charts all line up with the periods your business actually reports on, and fiscal notation reads consistently across the brief's title, body, and rail. Alignment is automatic per dataset - and datasets that run on calendar months are unaffected, with Briefs working exactly as before.

A Brief on a fiscal-calendar dataset, analyzing the P03 FY2014 period instead of a calendar month

Verify in one click

On every brief, each citation and the new Underlying Top Stories rail deep-link to the exact source story, a scoped collection, or the metric in Explorer.

Speaks your periods

Datasets with a fiscal calendar get Briefs aligned to the true fiscal-period window - no mental translation from calendar months.

Anomaly Detection - Sharper on Hourly Data

Anomaly detection now recognizes recurring hour-of-day patterns on hourly and other high-frequency data instead of mistaking them for anomalies - so you get materially fewer false alarms and cleaner Top Stories. Daily and lower-frequency datasets are unaffected.

Access Control - Enforced on Every Endpoint

DataGenie now applies a single, consistent authorization policy across every API endpoint, so users only ever reach the datasets and actions their role permits. Access is verified at the platform layer on every request, closing the gap where a standard account could reach administrative paths or data it wasn't entitled to - with no change to how you assign roles and permissions today.

Briefs, Product Analytics & Deviation Mode

An always-on analyst, a usage dashboard, and sharper deviation analysis.

Release 4.15 introduces Briefs - an always-on analyst that watches your data and writes you the few insights worth knowing - alongside Deviation Mode improvements in Contribution Analysis and a refreshed Wisdom experience.

Highlights

Briefs

Describe what matters once, and get a scheduled, self-writing analyst brief that surfaces only the insights worth knowing.

Product Analytics

A consolidated view of how DataGenie is used - logins, active users, stickiness, and feature-level engagement at a glance.

Deviation Mode

Deviation Mode in Contribution Analysis is sharper - contributors now sorted by deviation %, with a clearer actual/predicted/deviation tooltip.

Wisdom UX Refresh

A searchable grid of notebook cards on the Wisdom home, plus a new in-notebook Index to jump between prompts.


New Features

Briefs

Briefs is DataGenie's always-on analyst. You describe what you want watched once, in plain language - the metric, the period, and what "worth your attention" means to you - and DataGenie writes you a concise, business-language brief on the schedule you choose.

Each brief reads every anomaly across your data for that period, filters out the noise, and consolidates the handful of movements that actually matter into a single clear narrative: the headline in one sentence and a "so what," then the few drivers behind it - by channel, region, tier, or product. Every brief is grounded in your dataset's domain knowledge, cites the underlying Top Stories, and is delivered both in your feed and over email - so you get the answer without ever opening a dashboard.

It turns DataGenie from "here is all your data, go find the problem" into "here is the problem, already found and explained."

Plain-language intent

Describe what matters once, in plain words. No filters, presets, or dashboards to build.

Signal over noise

Consolidates many anomaly stories into the few high-signal insights, ranked by business impact.

Grounded & explainable

Built on your dataset's domain knowledge, with citations back to the source Top Stories.

In-app & email, on your cadence

Delivered to your feed and inbox on the schedule you choose. Follow and curate the briefs you care about.

Product Analytics

Product Analytics gives a consolidated view of how DataGenie is being used - logins and active users, session and stickiness trends, and engagement across features like Briefs, Top Stories, and Wisdom. It surfaces adoption patterns at a glance, from daily activity to which capabilities get the most use.

Product Analytics Logins & Activity overview - total logins, active users, stickiness, and activity heatmap


Enhancements

Deviation Mode in Contribution Analysis

Deviation Mode in Contribution Analysis is now sharper and easier to read. When you switch to Deviation %, contributors are sorted by deviation percentage - the values that strayed furthest from their predicted baseline come first - and the view is streamlined to focus on the contributors that actually moved.

A simpler tooltip shows each value's actual, predicted, and deviation % at a glance, so you can read how far it diverged from expectation without digging. These refinements apply across both contribution views.

Contribution Analysis in Deviation % mode, with contributors ranked by deviation

Deviation-based contributors in Contribution Analysis, shaded and ranked by deviation

Wisdom UX Enhancements

Wisdom gets a refreshed, less-cluttered interface - the same capabilities, easier to navigate. Finding past work and moving around a long answer are both faster.

Your saved notebooks now appear as a full-page grid of cards on the Wisdom home - each showing the question, a short summary, and when it was last updated. Search by name or sort by Recent to find past work quickly, in place of the old narrow sidebar list.

Wisdom home showing saved notebooks as a searchable grid of cards

Open a notebook and the new Index panel lists every prompt in that session down the left, with search - so you can jump straight to any question in a long, multi-turn notebook instead of scrolling. Collapse it any time to give the answer full width.

New Wisdom notebook Index panel listing the prompts in an open notebook


Under the Hood

  • Security hardening - Completed a broad dependency and container base-image security sweep across our backend services, resolving the large majority of known vulnerabilities and tightening image hardening. A small set of remaining items is tied to an upcoming platform framework upgrade and is tracked for the next cycle.

Knowledge Center, Wisdom MCP & Bring Your Own Yhat

Knowledge Center becomes top-level; Wisdom speaks MCP; bring your own forecast baseline.

Release 4.14 promotes the Knowledge Center to a top-level feature, adds MCP support and conversational improvements to Wisdom, introduces Bring Your Own Yhat (BYOY) for custom anomaly detection baselines, and brings tabular data views to Explorer - alongside on-demand email sharing for Top Stories.

Highlights

Knowledge Center

A unified home for Skills, Business Events, and Domain Knowledge - now a top-level feature powering Wisdom and Smart Mode.

Wisdom MCP & Enhancements

MCP protocol support, improved follow-up handling, and smarter time period resolution.

Bring Your Own Yhat (BYOY)

Use your own budget or forecast as the anomaly detection baseline instead of a DataGenie-trained model.

Explorer Table View

Toggle line chart widgets to a tabular format with actual and predicted values side-by-side.

IOE Adhoc

Select specific Top Stories and email them on demand - no scheduled alert required.


Knowledge Center

The Knowledge Center is now a top-level feature in DataGenie, consolidating the business knowledge and reasoning that Wisdom relies on to produce accurate, explainable answers. It contains three tabs - Skills, Business Events, and Domain Knowledge.

Previously, Domain Knowledge lived inside Wisdom. It has now been elevated alongside Skills and Business Events into a unified Knowledge Center - making business context available not just to Wisdom but across Smart Mode and other platform features.

Skills capture reusable reasoning for recurring business situations. Each skill is created per dataset and includes a name, description, enable/disable toggle, and skill inputs - detailed instructions that shape how Wisdom answers analytical questions.

When enabled, Wisdom follows the skill's logic for related queries. When disabled, Wisdom gives generic answers. Use the toggle to validate: ask the same question with the skill on and off, and compare outputs.

Knowledge Center Skills tab showing cognitive skills grid with enable/disable toggles

Business Events let you capture promotions, campaigns, and key milestones tied to your dataset. When Wisdom analyzes KPI movements, it uses these events as context - so instead of unexplained spikes or drops, you get answers like "Revenue rose 18% this week, aligned with the Summer Sale Campaign."

Create events with a name, date range, and description per dataset. Open-ended events (no end date) mark ongoing or live promotions. Enable or disable events to control what Wisdom considers in its analysis. View events in Calendar or List format across datasets.

Knowledge Center Business Events calendar view with Holiday Season and Black Friday events

Domain Knowledge captures business-specific definitions, assumptions, and nuances that Wisdom cannot infer on its own. Entries are scoped per dataset and controlled via an enable/disable toggle.

This context is fed directly to the Wisdom LLM and is used by both Wisdom for answering queries and Smart Mode for Hero KPI selection - ensuring explanations and prioritization are grounded in how your business actually works.

Knowledge Center Domain Knowledge tab with dataset-scoped entries and guidance panel

Wisdom MCP & Enhancements

Wisdom now supports the Model Context Protocol (MCP), enabling integration with MCP-compatible clients and tools. External systems can connect to Wisdom's analytical capabilities through a standardized protocol, making DataGenie insights accessible from any MCP-enabled environment.

Wisdom now handles follow-up questions more reliably, maintaining better context across multi-turn exchanges and producing more relevant answers when you ask clarifying or drill-down questions.

Wisdom now resolves time period references in natural language queries - such as "last quarter", "this month", or "past 30 days" - more accurately, ensuring it fetches and analyzes data for the correct date ranges.

Bring Your Own Yhat (BYOY)

You can now configure a BYOY AD Group and assign KPIs to it. For these KPIs, anomalies and Top Stories are generated against your own budget or forecast (y_hat) instead of a DataGenie-trained model - the standard band and anomaly logic runs on top of your numbers.

The plan aggregation can be sourced from a different dataset than the actuals, giving you full flexibility to compare performance against your own planning data.

Custom Baseline

Use your own budget, forecast, or plan as the prediction baseline - DataGenie's anomaly detection logic runs on top of your numbers.

Cross-Dataset Sourcing

Source plan aggregation from a different dataset than the actuals, enabling flexible budget-to-actual comparisons.

Explorer - Table View with Predictions

Explorer now lets you view line chart widgets in a tabular format, giving you a structured row-and-column view of the same data shown on the chart. The table view includes prediction data alongside actual values, so you can review forecasted numbers in context with historical data.

The standard chart view displays KPI trends with prediction bands, anomaly markers, and severity indicators across the full time range.

Explorer chart view showing Total Revenue with prediction bands and anomaly markers

Toggle to Table view for a structured breakdown with columns for timestamp, dimension, KPI name, actual values, predicted values, severity, Z score, and bounds - all in one scannable format.

Explorer table view showing actual and predicted values with severity and bounds columns

Exact Values

Charts are great for trend spotting - tables are essential when you need exact numeric values across periods.

Predictions in Context

Actual and predicted values appear side-by-side in tabular form, making comparison and analysis faster.

Toggle between Chart View and Table View using the view-switcher control on each widget. Data and selections are preserved when switching views.

Configurable Top N / Bottom N

Previously, dimension value selection in Explorer was limited to preset Top 10 and Bottom 10 options. You can now enter any custom number for Top N and Bottom N, giving you finer control over which dimension values to analyze.

Explorer dimension selector with configurable Top N and Bottom N values

IOE Adhoc Support

You can now select specific Top Stories and send them via email on demand - without configuring a scheduled alert.

Select stories

Click Send Top Stories in Mail from the Top Stories page. Story cards display selection checkboxes - pick the stories you want to share. The button updates to show your selection count.

Top Stories page with stories selected and Email these 4 stories button

Configure and send

Click the button to open the email dialog. Enter an alert name, add recipients, and click Send Email.

Send Top Stories via Email dialog with alert name and recipient fields

Recipients receive insights

Recipients get a branded DataGenie email with full story narratives, deviation summaries, and supporting charts - ready to act on.

DataGenie branded email with insight summaries and visual story cards

Under the Hood

  • MongoDB on Kubernetes - MongoDB now runs within the Kubernetes cluster, improving deployment consistency and operational management.

Filter Preset UX, Metrics Top N & Wisdom Dimension Values

Targeted UX and accuracy improvements.

Patch release with three targeted improvements: filter preset descriptions now always visible, Top N metric queries optimized, and Wisdom now captures full dimension value lists instead of truncating.

Filter Preset description - always visible

Previously, the description for a Filter Preset was only shown on hover. It is now displayed persistently so users immediately understand what each preset is designed to capture without needing to interact first.

Filter Preset description always visible

Metrics Top N optimization

The MongoDB aggregation pipeline for overall-granularity metrics fetching has been optimized, significantly reducing query latency for Top N metric requests across large datasets.

Wisdom - full dimension value enumeration

When answering questions that involve dimension values, Wisdom previously truncated long value lists with a dotted format or showed values as missing when there were many options. Wisdom now captures and surfaces all dimension values in full, ensuring complete and accurate responses to dimension-level queries.

AD Previous Periods Average - Configurable Min Window

More resilient rolling-average predictions on sparse data.

The Previous Periods Average model now has a Min Periods parameter that controls the minimum number of data points needed in a window before a rolling average is calculated.

Previously, the model required the window to be fully populated - if even one point was missing, the prediction for that period was skipped entirely and returned as null. With Min Periods, you can set a lower threshold so the model still produces a prediction even when the window is partially filled, making anomaly detection more resilient on sparse or early-stage data.

Previous Periods Average model configuration showing Min Periods field

Dynamic Visualizations, KPI Attribution & Anomaly Detection

Context-aware Wisdom visuals, a KPI Attribution waterfall, and steadier derived-KPI detection.

Release 4.13 delivers a more adaptive Wisdom experience with context-aware visualizations and direct dashboard publishing, a new waterfall view for KPI attribution, and more reliable anomaly detection for derived metrics - along with targeted improvements to Filter Presets, Business Events, and overall platform performance.

Highlights

Wisdom Dynamic UI

Wisdom now surfaces context-aware visuals - scorecards, trends, comparisons - and lets users add them directly to dashboards.

KPI Attribution Waterfall

A new waterfall view breaks down which factors drove KPI movement, with positive and negative contributors separated clearly.

Filter Preset Thresholds

Filter Presets now support min/max thresholds against actual and predicted KPI values to surface more targeted anomalies.

Derived KPI Anomaly Detection

Strengthened validation at the component level produces more reliable anomaly signals for calculated business metrics.


Wisdom Dynamic UI and Add to Dashboard

Wisdom now adapts its visual output based on the user's question, dataset context, and response result. Instead of a single fixed default chart, it can surface more suitable visuals - scorecards, comparison charts, trend charts, funnel views, and other analytical layouts - matched to the nature of the answer.

Users can also add any generated visual directly to a dashboard, turning conversational insights into reusable dashboard components without leaving the Wisdom interface.

Wisdom selects the most appropriate chart type based on the question asked, the structure of the dataset, and the shape of the result - rather than defaulting to a single view.

Any visual generated in a Wisdom conversation can be added directly to an existing dashboard with a single action - turning conversational analysis into a persistent, shareable component.

KPI Attribution Waterfall

KPI Attribution now includes a waterfall-style view that breaks down KPI movement by contributing factors. Positive and negative contributors are clearly separated, giving users a fast visual read on what drove a metric up or down. Attribution output is also surfaced in analysis flows where applicable.

Positive Contributors

Factors that drove KPI growth are displayed above the baseline, sized by their relative contribution.

Negative Contributors

Factors that dragged performance are shown below the baseline, making trade-offs immediately visible.

Filter Preset Enhancements

Filter Presets now support min/max threshold filtering against actual KPI performance, predicted baseline behavior, or both. Teams can reduce noisy Top Stories and focus on anomalies that better match their analytical intent.

Filter Preset min/max threshold for predicted values

Filter Presets now include readable descriptions. Users can document what each preset is designed to capture, improving discoverability, reuse, and collaboration across teams.

Filter Preset descriptions

Improved Anomaly Detection for Derived KPIs

Anomaly Detection has been improved for Derived KPIs - rates, ratios, and percentage-based metrics calculated from multiple underlying component KPIs. Prediction quality for these metrics depends on both component-level forecasts and how those forecasts are combined.

This release strengthens validation at the component level and across derived KPI outputs, producing more stable and trustworthy anomaly signals for calculated business metrics.

KPI Min/Max Boundary Support

KPI configuration now supports optional minimum and maximum value boundaries. Users can define valid KPI ranges while setting up or editing a KPI, with presets such as unconstrained, positive values only, negative values only, and 0-1 ranges.

This improves consistency for bounded KPIs such as rates, percentages, and ratios, and supports more reliable downstream analysis across stories, anomaly detection, and attribution views.

KPI min/max boundary configuration

Business Events

Business Events has been updated with expanded configuration options and improved display. Users can document key events - campaigns, holidays, launches, operational milestones - with richer configuration and a cleaner presentation within the Knowledge Center.

Business Events updated view

Explorer Enhancements

Minor usability and experience improvements across Explorer for a smoother KPI, dimension, and metric trend analysis workflow.

Explorer enhancements

Bug fixes

Dashboard Fixes

Several dashboard stability and display issues have been resolved to improve reliability.

QuickLook Fixes

QuickLook behavior has been improved for a more consistent preview experience.

Under the Hood

We've optimized our MongoDB pipeline to significantly reduce memory utilization - you may notice snappier query performance, especially on large datasets.

Dual Timezone, Fiscal Calendar & Platform Enhancements

Decoupled timezones, native fiscal calendars, a revamped Dashboards experience, and Scenario Planning.

Release 4.12 brings dual-timezone support, native fiscal calendars, a meaningfully upgraded Dashboards experience, and powerful new Wisdom capabilities - Scenario Planning and Business Events - that make insight consumption richer and more contextual.

Highlights

Dual Timezone Support

Decouple ingestion and business-reporting timezones for accurate, DST-safe metric processing.

Fiscal Calendar

Analyze metrics using fiscal periods and quarters (4-4-5, 4-5-4) aligned to financial reporting.

Scenario Planning

Simulate future outcomes by adjusting drivers and comparing against baseline forecasts.

Business Events

Capture real-world context so Wisdom explains anomalies with recorded causes - not invented ones.


Dual Timezone Support

DataGenie now supports configuring two separate timezones per dataset - one for how raw data is ingested, and one for how business metrics are reported.

Previously, all data was processed in a single timezone, which could cause misalignment between when data arrives and how it maps to business reporting periods. With this update, teams can define an Ingestion Timezone (matching the source data) and an Aggregation Timezone (matching business reporting), ensuring metrics are always accurate regardless of where data originates.

Ingestion Timezone

Defines the timezone of raw source data. Used for efficient filtering when reading data.

Aggregation Timezone

Defines the timezone used for business reporting. All metrics, stories, and KPIs are computed in this timezone.

Changing timezone settings on an existing dataset will trigger a full reprocessing of historical data to ensure consistency. Existing datasets default to UTC for both timezones with no change in behavior unless explicitly configured.

Fiscal Period & Quarter Support

DataGenie now supports fiscal calendars, enabling analysis aligned with business-defined reporting structures. Users can work with fiscal periods and fiscal quarters (such as 4-4-5 or 4-5-4), ensuring consistent comparisons and alignment with financial reporting across all views.


Dashboard Improvements

The dashboard has been significantly improved with better stability, a more refined interface, and a smarter QuickLook experience.

The QuickLook selector now automatically scrolls to the active dashboard, and switching dashboards no longer overrides your default - you can explicitly set or remove it via the selector popup. The same behavior applies to Top Stories filter presets. Dashboards currently set as QuickLook are protected from accidental deletion.

General improvements include fixes to the time period display in the dashboard header, cleaner widget behavior, and a refreshed design across selector popups throughout the homepage and Top Stories.

Revamped dashboard experience with QuickLook selector enhancements

Scenario Planning (Forecast & Regression)

Scenario Planning lets users simulate future outcomes by adjusting key business drivers and instantly seeing their projected impact on KPIs.

Instead of relying only on a baseline forecast, users can test what-if scenarios - such as changes in conversion rate, traffic, or bounce rate. Each scenario is recalculated in real time and compared against the baseline, helping teams evaluate trade-offs and identify the most effective levers before making decisions.

Driver Adjustments

Adjust individual business drivers and instantly see their projected effect on target KPIs.

Baseline Comparison

Each scenario is overlaid against the baseline forecast for a clear before/after view.

Business Events

Business Events introduces a structured way to capture real-world context directly within the platform. Users can document key events - promotions, campaigns, operational disruptions, strategic changes - that may influence data trends.

Events can be scoped to a specific dataset and viewed in either a calendar or list format. Each event captures a name, start and end date, and a description of the business context. Wisdom uses these events to better connect observed trends to real-world causes, improving the accuracy and relevance of its explanations.

Create Events

Log promotions, campaigns, or disruptions with a name, date range, description, and optional dataset scope.

Calendar & List Views

Visualize events over time in a calendar view, or manage them in a structured list format.

Business Events calendar view

IOE Delta Processing

Users can now control whether alerts surface only newly processed date periods or also include reprocessed historical dates.

By default, alerts show only new delta periods, reducing noise and keeping focus on what is actually new. Additional improvements include timezone awareness and fiscal calendar support for subject date handling, along with a fix for a fallback plain-text message that was incorrectly appearing in alert emails.

Multi AD - Import / Export Support

Users can now export AD Group configurations from an existing dataset and import them into a new or existing dataset. Anomaly detection models and configurations can be reused without manual setup, improving consistency and reducing onboarding effort across datasets.

Wisdom Enhancements

Wisdom now understands fiscal calendars and allows users to ask questions and run forecasts aligned to fiscal periods. It automatically maps fiscal months, quarters, and years to the correct date ranges, ensuring analysis and projections match business reporting structures.

The question input area has been refreshed with a cleaner, more focused interface for natural language queries.

A new Hide / Show Charts toggle lets users instantly collapse or expand all visualizations - including bar charts, plot lines, and KPI attributions - generated within the Magic Behind the Scenes section.

Wisdom question-box UI

KPI Handling

User-defined KPI limits (upper and lower bounds) are now consistently applied across Explorer, stories, and metric calculations. This ensures uniform behavior across all views and improves reliability of KPI interpretation.

KPI bounds example

Users can now define a KPI type - percentage, currency, or numeric. The selected type is reflected explicitly throughout the UI:

  • Percentage KPIs display with %
  • Currency KPIs display the appropriate symbol
  • Numeric KPIs remain plain

KPI type selection

Bug fixes

KPI Attribution Consistency

Fixed inconsistencies in contribution bars and value mapping to ensure accurate attribution representation across the tree view.

General Stability Fixes

Improvements across anomaly detection behavior and metric consistency to reduce edge-case failures.

Root Story Depth Handling

Relaxed root-story depth rules at lower depths.

Root story generation rules are now relaxed at lower depths. Previously, root stories were always restricted to Configured Depth - 1. The -1 rule now applies only when the configured depth is strictly greater than 2.

  • Depths 1-2 - root stories generate up to the exact configured depth
  • Depths 3+ - root stories generate up to Configured Depth - 1

Advanced Detection & Deeper Explainability

Multi-baseline detection, tree-based attribution, and reliability across long-horizon data.

Multi-baseline anomaly detection, tree-based attribution for derived KPIs, and reliability improvements that make detection more stable across long-horizon datasets.

Highlights

Multi Yhat (Multi AD Groups)

Configure multiple detection groups per dataset, compare baselines, and surface insights independently per group.

KPI Attribution

Tree-based attribution for derived KPIs with actual, predicted, deviation values, and SQL visibility.

Seasonality Enhancements

Improved weekly, monthly, and quarterly detection plus better zero-value handling.

Nirvana Dataset Isolation

Dedicated Nirvana tab with inherited default AD Groups for consistent multi-source detection.


Multi Yhat (Multi AD Groups)

Multi Yhat introduces the ability to configure and manage multiple anomaly detection groups per dataset. This gives business users the flexibility to define their own baseline models alongside DataGenie's built-in anomaly detection and surface insights separately for each group.

Multiple AD Groups per Dataset

Configure and manage multiple AD groups with custom models and parameters per dataset.

Custom Default Models

Define any AD group as the default baseline used across Top Stories and Deep Dive.

Explorer Integration

Compare trends and predictions across multiple Yhat lines directly within Explorer.

Nirvana Support

Nirvana datasets automatically inherit default AD groups from their component datasets.

Configuring AD Groups

Users can configure AD groups both during dataset creation and when editing an existing dataset. The configuration screen lets you select or create a custom AD model, define its parameters, and mark one group as the default.

Prediction Preview with ADAAS

ADAAS now supports group-based prediction, enabling prediction previews in the configuration screen for each Multi Yhat group.

Multi Yhat configuration and analysis workflow

Insight Segmentation by AD Group

Insights are surfaced separately for each AD group across Top Stories, Deep Dive, and Explorer. Each group maintains its own prediction baseline, ensuring accurate anomaly detection and ranking.


KPI Attribution

KPI Attribution introduces a visual and analytical workflow to understand how derived KPIs are constructed and what drives their movement.

Any derived KPI can be expanded into a hierarchical tree showing all contributing metrics. Each node displays attribution value, attribution percentage, and severity, so you can see how each component KPI contributes to the overall change.

KPI Attribution tree view showing contributor breakdown

Derived KPIs in the left panel display dropdown controls to explore child KPIs inline, enabling seamless navigation without leaving the Deep Dive context.

Expandable KPI sidebar with inline child drill-down

Each KPI node exposes its underlying SQL expression, enabling analysts to validate logic and trace KPI derivation paths end-to-end.

SQL expression visibility per KPI node

KPI Attribution remains synchronized with the selected KPI across all Deep Dive tabs, ensuring consistent attribution insights during analysis.


Seasonality & Zero Handling

Anomaly Detection models now include enhanced seasonality detection for higher granularities - weekly, monthly, and quarterly time series - increasing model stability and anomaly accuracy across long-horizon datasets.

Improved zero-value handling ensures that AD models do not learn from structural zero values. This prevents distorted baselines and improves detection accuracy in datasets where zero values represent non-operational or inactive periods.

Nirvana Dataset Experience

Nirvana datasets now appear exclusively under the Nirvana tab in the dataset listing page. This improves discoverability and ensures clearer dataset categorization for Nirvana-enabled workflows.

Dedicated Nirvana tab on the dataset listing page

Bug fixes

Bounds for Data Quality KPIs

Data quality KPIs are now bounded by default. Count metrics have a lower bound of 0, and sub-population metrics are bounded between 0 and 100.

Notebook Rerun Option

The rerun option is no longer shown for newly created notebooks, preventing unintended executions before the notebook has run.

Dataset Table Search Fix

Resolved an issue where search within the dataset listing table was not returning accurate results.

Nirvana Dataset Listing

Nirvana datasets now appear only under the Nirvana tab, ensuring accurate categorization across the dataset listing page.

Smarter Onboarding & Insight Precision

Conversational dataset onboarding with GO, sharper change analysis, and steadier detection.

The biggest update yet to the onboarding and analysis engine - GO makes dataset onboarding conversational, Change Analysis gets sharper, and anomaly detection handles sparse and seasonal series better.

Highlights

GO (Guided Onboarding)

Sample → context → blueprint, with image upload support.

Contributor Sorting

Sort by % deviation in addition to % contribution for Change Analysis.

Deep Dive Extended History

Longer KPI history available in-place without leaving the story view.

AD Reliability

Monthly seasonality, stable runs, and fewer false anomalies on sparse series.


GO (Guided Onboarding)

GO is the fastest way to onboard a dataset into DataGenie. It removes the guesswork from onboarding and gets you to "insights-ready" significantly faster.

Sample

Drop in a lightweight data sample to begin the process.

Uploading a data sample to GO

Context

Add business context, including screenshots, to provide richer information.

GO business-context upload step

Blueprint

GO walks you through the key inputs step-by-step, then produces a downloadable onboarding blueprint in JSON format.

GO blueprint JSON output

Image Upload Support

Users can upload images during GO to provide richer context for onboarding.

GO image upload support

Improved Question Box UI

A cleaner, more guided input experience while interacting with the GO flow.

Improved GO question-box UI


Enhancements

Contributor Sorting for Change Analysis - For non-rollable KPIs, contributors can now be sorted by % deviation in addition to % contribution, helping users prioritize contributors by the largest deviations first.

Contributors sorted by percent deviation

Top Stories Overview - Added a vertical marker for the current period to make extended-history trends easier to interpret.

Vertical marker indicating the current period

KPI Cards - Missing Values - KPI cards now handle null or empty values more gracefully, reducing confusing or misleading KPI tiles.

KPI card with graceful null value handling

Deep Dive - Extended History - Deep Dive now shows a longer historical window for KPI timeseries. Review trends over time without leaving the story view.

Deep Dive with extended historical window

Readability Improvements

  • Quarterly Display: Quarterly datasets now display as "Q1 2019" instead of a date like "Jan 01 2019".
  • Consistent Labels: Granularity-aware axis labels are more consistent across daily, weekly, and quarterly views.

Quarterly display and consistent axis labels


AD Reliability

  • Monthly Seasonality - Trackers with clear monthly patterns are better handled so seasonality is captured more reliably. Better baseline fit and reduced missed pattern-driven behavior.
  • Run Reliability - AD jobs are more robust in cases where predictions or sigma were intermittently null. Fixes a root cause that led to empty prediction patches.
  • Sparse Series Handling - AD is now less sensitive to imputation side-effects on sparse trackers with occasional spikes, reducing false anomalies.

Fixes

Root Story Output

When no View Filter is applied, only impacted KPIs are shown and blank-value KPIs are excluded.

Derived KPI Metrics

Metrics fetching now returns correct results for derived KPIs across multiple granularities.

Weekly Alignment

Weekly start-day alignment is now consistent to prevent mismatched week periods in insights.

Dimension Edits

Display Name edits now persist correctly and no longer disappear during the configuration flow.

Dashboard Reliability - Dashboard deletion no longer fails due to backend exceptions or constraints.

Other changes

  • Platform improvements - Improved caching and storage behavior for Airflow and insights reliability.
  • Resource allocation - Increased resources for Insights and Metrics services to reduce failures under load.
  • Stability - Improved Airflow pod restart stability and updated runtime components.
  • Databricks support - Added support for configurable cluster allocation strategies for Databricks workloads.

Smarter Stories & Stronger Reliability

Smart Mode relevance for Top Stories, broader IOE controls, and reliability fixes.

Sharper Top Stories relevance via Smart Mode, broader IOE controls, and reliability improvements that keep insights fresh and stable.

Highlights

Smart Mode

Wisdom decides KPI ordering, highlights a Hero KPI, and groups Relevant vs Other KPIs for faster scanning.

IOE Upgrades

Alert toggle, authorized dataset selection, refreshed templates, batch mode, and a no-stories fallback.

Impact Score Alignment

Ranking adapts to KPIs selected in View Filter; Business KPI weightage removed for simpler behavior.

Clearer Explainability

Fallback when drivers are missing; richer contributor tooltips with deviation context.


Smart Mode (Wisdom) for Top Stories

Smart Mode changes how KPIs are presented inside each Top Story card so users can scan faster and focus on what matters first.

  • Smart Mode OFF - KPI ordering follows Impact Score ordering logic.
  • Smart Mode ON - Wisdom decides KPI order using severity, business impact, and domain knowledge.

Smart Mode toggle in Top Stories

Hero KPI

The most important KPI becomes the Hero KPI.

Hero KPI highlighted at the top of a story card

Relevant KPIs

KPIs strongly related to the Hero KPI appear under Relevant KPIs.

Relevant KPIs grouped under the Hero KPI

Other KPIs

Less significant or loosely related KPIs are grouped under Other KPIs.

Behavior change - In Smart Mode, story cards show all KPIs and the View Filter is not honored, because Smart Mode decides what to show and in what order.

Smart Mode bypasses View Filter behavior


Enhancements

Alert channel toggle UI - Alerts can be paused/resumed without deleting the alert.

IOE alert channel pause/resume toggle

Authorized dataset selector integration - Alert setup uses the platform dataset selector so users can configure alerts only for datasets they're authorized to access.

Authorized dataset selector in IOE alert setup

Updated alert templates - Email templates refreshed for cleaner layout and readability.

Refreshed IOE email template layout

"No Stories" friendly fallback - If no stories are detected for the window, the email shows a friendly "all quiet" state instead of looking blank.

Friendly no-stories fallback in IOE email

IOE batch mode for regular periods - IOE runs in batch mode for regular scheduled periods to reduce missed insights due to timing gaps.

Impact Score sorting aligned to selected KPIs - Top Stories can be sorted by Impact Score based on KPIs selected in the View Filter. As KPI scope changes, the feed recalculates and reorders automatically.

Top Stories sorted by Impact Score

Impact Score update - Business KPI weightage removed - The Business KPI weightage control has been removed to simplify the experience and reduce confusing behavior.

Impact Score control with Business KPI weightage removed

Fallback state when drivers aren't available - When driver dimensions aren't present, the UI shows a clear fallback message instead of a blank/confusing state.

Fallback message when drivers are unavailable

Contributor tooltip shows deviation (root vs contributor) - Tooltips now surface clearer deviation comparisons to speed up investigation without leaving the view.

Contributor tooltip showing root-vs-contributor deviation

Deprecated auto-save removed - Background auto-save/sync is removed. Sync is now intentional (not silent).

Wisdom Knowledge Base sync controls

Integrated "Clear Cache" - Adds a Clear Cache action so users can manually refresh the AI's understanding when needed.

Preset: implicit Visibility enabled when Impact/MinMax applied - When a preset applies Impact or Min/Max (Limit) for a KPI, the system implicitly enables Visibility for that KPI so it can't be accidentally hidden.

Filter Preset implicitly enabling KPI visibility

Min/Max (Limit) uses predicted values - Limit filters inside presets evaluate against predicted baselines for more forward-looking anomaly discovery.

Discrete points handling in line graphs - Sparse series render isolated points using dot markers to avoid "missing"-looking charts.

Line graph rendering isolated points as dot markers

Deep Dive cleanup: "What Next?" removed - The "What Next?" section is removed to keep Deep Dive focused on analysis and reduce UI noise.

Deep Dive UI with What Next section removed


Bug fixes

Overview KPI persistence

Selecting a new metric in Deep Dive no longer changes the primary KPI in Overview. Overview stays locked to the original insight while exploration continues.

Last period ingestion fix

Time-filtering no longer excludes the final time bucket. Top Stories now processes the latest hour/day correctly.

Daily datasets: seasonality improvements

Better weekly seasonality detection for daily datasets.

Quarterly datasets: model and overfitting fix

Improved models for low-sample quarterly series and fixed tracker overfitting so anomalies aren't missed.

IOE dataset permission enforcement

Users can no longer configure or view alerts for unauthorized datasets (enforced via dataset selector).

IOE dataset permission enforcement UI

Stable screenshot capture

Email screenshots are captured only after the page fully renders, reducing blank or partial screenshots.

Stable email screenshot capture

Other changes

  • Automatic database patches (DGRM client) - DGRM client can auto-install required DB scripts/delta versions during releases to reduce manual patching.
  • Ingress class name configurable - Previously defaulted to NGINX; now controlled via an environment variable to match the environment's ingress class.
  • Insights Service cache volume - Cache no longer resets on pod restarts/deployments, reducing warm-up after releases.
  • Pipeline/Airflow - When older periods are recomputed and values change, the pipeline clears insights cache so stories refresh and reflect the latest values.

On this page

SecurityReports in BriefsMetrics in BriefsBriefsWisdomExplorerProduct AnalyticsUnder the hoodHighlightsNew FeaturesConversational ReportsBriefs on your own scheduleEnhancementsWisdom enhancementsSecurity and accessDirectory Group SyncDynamic Data MaskingUnder the hoodHighlightsNew FeaturesDataGenie MCPEnhancementsNative ExplorerProduct Analytics, rebuiltUnder the hoodHighlightsNew FeaturesConversational DashboardsQuery EngineConfiguration, rebuiltEnhancementsSources you can clickDocufeeder - documents Wisdom learnsNotebooks respect dataset accessSharper WisdomUnder the hoodAnomaly DetectionBriefsWisdomDatasetsUnder the hoodHighlightsThe new BriefsWisdom, reimaginedEvery answer, one documentThe new Knowledge CenterFive kinds of knowledge, one placeCognitive Skills - a new capabilityDocuments - a new capabilityFind your way aroundLight or dark, your callAlso in 5.0Everything you had, still hereHighlightsThe all-new DataGenieThe New WisdomA redesigned Wisdom homeAnswers as one documentReshape any answerAsk naturallyWisdom remembersForecasting & scenario planningMore accurate by defaultCognitive Skills, in the flowExportUnder the HoodHighlightsNew FeaturesUser GroupsEnhancementsBrief EnhancementAnomaly Detection - Sharper on Hourly DataAccess Control - Enforced on Every EndpointHighlightsNew FeaturesBriefsProduct AnalyticsEnhancementsDeviation Mode in Contribution AnalysisWisdom UX EnhancementsUnder the HoodHighlightsKnowledge CenterWisdom MCP & EnhancementsBring Your Own Yhat (BYOY)Explorer - Table View with PredictionsConfigurable Top N / Bottom NIOE Adhoc SupportUnder the HoodFilter Preset description - always visibleMetrics Top N optimizationWisdom - full dimension value enumerationHighlightsWisdom Dynamic UI and Add to DashboardKPI Attribution WaterfallFilter Preset EnhancementsImproved Anomaly Detection for Derived KPIsKPI Min/Max Boundary SupportBusiness EventsExplorer EnhancementsBug fixesUnder the HoodHighlightsDual Timezone SupportFiscal Period & Quarter SupportDashboard ImprovementsScenario Planning (Forecast & Regression)Business EventsIOE Delta ProcessingMulti AD - Import / Export SupportWisdom EnhancementsKPI HandlingBug fixesHighlightsMulti Yhat (Multi AD Groups)Configuring AD GroupsPrediction Preview with ADAASInsight Segmentation by AD GroupKPI AttributionSeasonality & Zero HandlingNirvana Dataset ExperienceBug fixesHighlightsGO (Guided Onboarding)EnhancementsAD ReliabilityFixesOther changesHighlightsSmart Mode (Wisdom) for Top StoriesEnhancementsBug fixesOther changes
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