Changelog

• Month-over-month comparisons out of the box – Zebra AI can now automatically generate month-to-month comparisons, enabling meaningful trend analysis even when multiple years of historical data are not available.

• Custom dimension sorting based on another column – Sort categories using values from another metric or column (for example ranking products by margin or contribution), enabling clearer financial analysis.

• Collapsible chat messages in Stories – Keep your narrative focused by collapsing intermediate analysis steps while preserving the reasoning behind results.
• Edit or remove the last chat message – Quickly refine the latest step in your analysis without restarting the conversation.

Improvements

• Various bug fixes and stability improvements across the chat and story experience.

• Fiscal year support – Define a custom fiscal year start month in the data configuration step. All time-based analyses, filters and visuals automatically respect your fiscal calendar by default.

• Custom sorting by user intent – The AI agent can now sort results according to your instructions (for example ranking products by revenue, or revenue growth compared to a different period, ascending/descending etc.).

Improvements

• Improved PowerPoint export – Multiple stability improvements and the ability to export two visuals per slide for more compact presentations.
• Multiple stability improvements & minor bugfixes

• Two-level hierarchies in tables – Analyze hierarchical structures such as Region → Country, Category → Product, or financial account groups → individual accounts, making it easier to explore both operational and financial breakdowns directly in Zebra BI Tables.

• Grand total row – Tables now automatically show a clear grand total for easier interpretation.
• Editable dashboard headlines – Customize the main message of your dashboard to highlight key insights.
• Dashboard refresh – Quickly refresh dashboards when underlying data changes.
• Story copying – Duplicate an existing story to reuse analysis or create variations.

Improvements

• Smarter data upload validation – The upload experience now surfaces potential data issues earlier and provides clearer guidance when cleaning datasets.

• UI connection support for non-Premium Power BI datasets – Connect to standard Power BI datasets and select columns Zebra AI should analyze using the friendly selection UI.
• Exports within Microsoft Fabric added – Easily export results and dashboards to Excel and PowerPoint as part of Zebra AI for Fabric.

• Miscellaneous:
  • Improved AI reasoning and more structured analytical outputs.
  • Minor UI fixes and stability improvements.

• Introducing Zebra AI for Fabric – Run Zebra AI analysis directly within Microsoft Fabric environments.
  • Zebra AI for Fabric additinoally supports OneLake Warehouse connections

• Improved handling of datasets with partial-year data, ensuring accurate comparisons and time-based insights.
• Miscellaneous:
  • Reduced latency for faster responses.
  • Mobile UI fixes and several minor usability improvements.

• Introducing the Chat Agent:
  • The chat experience has been greatly improved in terms of reasoning ability and UX.
  • The chat thinks, performs sequential analyses and builds visualizations in multiple turns before returning the final answer, allowing it to perform more complex and deeper analysis.
• Better dashboards for Financial statements!
  • When you connect financial data — P&Ls, cash flows or balance sheets — Zebra AI will automatically recognize it and build a waterfall chart with inverts and results set to the appropriate accounts.
  • Limitation: only flat (one-level) statements currently supported.

• Added two new SQL connectors:
  • Databricks: personal access token authentication.
  • Snowflake: username/password authentication.

• Miscellaneous:
  • Reworked UI: new light & dark theme, new dialogs & custom styling experience
  • Many stability and responsiveness improvements.

• Added option to connect a SQL database to Zebra AI!
  • Microsoft SQL Server, PostgreSQL and MySQL connections are currently supported.
  • Azure access token (SQL Server) and username / password authentication (all 3 connections) supported.
  • Data retrieval limited to 10 million values per query.

• Miscellaneous:
  • Increased connection timeout limit, your session will now remain active for up to 6 hours.
  • Improved server stability.
  • Reduced dead clicks on some actions and added minor improvements to UX.
  • Fixed bugs related to edge cases in data model causing spurious errors.
  • Improved data cleaning AI.

• Added Zebra BI Tables to Zebra AI
  • From now on, Zebra BI Tables are used by default to represent structural data breakdowns.
  • Tables bring in a lot of new functionality to Zebra AI:
    • Top N + Others
    • Sorting by any chosen column
    • Quick column calculations
    • Row formulas
    • And much more!
  • Current limitations:
    • Up to 2 measures may be added to Values field
    • Up to 1 measure may be added to Previous Year / Plan / Forecast fields respectively
    • Row and column hierarchies (groups) are not yet supported
    • Some formatting settings, found in Zebra BI Tables for Power BI, are not yet supported in Zebra AI
  • The visual may be switched from Zebra BI Tables to Zebra BI Charts at any time via the visual settings.

• Added AI Data Cleaning Agent
  • For file data uploads, AI will now automatically detect & resolve issues related to data format requirements for Zebra AI.

• Miscellaneous:
  • Improved PPT export slides to include headers, margins & filter context
  • Added AI suggestion button to Power BI connection screen (XMLA)
  • Minor UX/UI improvements across the application
  • Many bugfixes of edge cases & improvements related to stability and data operations

• Introduced MTD/YTD switch on dashboard

• Visual data field configuration added
  • The dimensions and measures displayed on a chart can be edited by clicking on the wheel icon
  • The scenarios (Actuals / Previous Year/ Forecast / Plan) can also be altered

• Story exports to PowerPoint now support dynamic Zebra BI for Office visuals:

• Many minor bug fixes & stability improvements.

• Introduced new ways of customizing charts on your dashboard:
  • Change chart settings through the on-hover menu or remove charts from your dashboard
  • Add new charts to an existing dashboard

• Story exports to Excel now display dynamic Zebra BI for Office visuals

• An AI agent automatically recommends columns to use when connecting a Power BI dataset.
• Bug fixes & miscellaneous:
  • Fix a bug where measures were not available when connecting to Power BI datasets with visual connector.
  • Various minor improvements to drawn visualizations.
  • Improved stability & fixed numerous edge cases in data model.