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Research: edit documents in place, review suggestions, and save templates

Reports and workbooks in the Research panel can now be edited directly, compared version to version, commented on, branded and saved as templates. Workbooks show their charts, and PowerPoint is a new output.

1.34.0

What changed

  • Edit in place. Change a workbook cell from its formula bar, or the text of a report block, right in the panel. Older versions are read-only; restore one to edit it.
  • Point at what to change. Select a block or a range of cells and a chip appears above the message box, so your next question is about exactly that part.
  • See what changed. A Changes tab compares two versions: the figures that moved first, then everything else. Name a version, or restore an earlier one; restoring adds a new version and deletes nothing.
  • Review the assistant's edits. A Suggestions tab lists proposed changes with their reasons, to accept or reject. Undo this change takes back the assistant's newest version while it is still the current one.
  • Comments. Comment on a block, a range or the whole document, and resolve comments when they are done.
  • Alternatives without losing the original. A variant links back to the document it came from, and the original lists its variants.
  • Files on the chat, not a property. Files you attach stay with the conversation and are listed under Sources, where you can link one to a property or import a spreadsheet as a workbook. A document whose source has changed shows Out of date with a Refresh button.
  • Branding and templates. Admins set your workspace's report branding in Settings. Save any document as a template, then start a new chat from it with New from template.
  • Charts and PowerPoint. Workbook charts appear above their sheet, each with a Show data table. Research can also build PowerPoint decks.

Editing, comments and opening documents are free; questions and builds use credits.