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Vena Spring 2026 Release 

The Spring ’26 release brings AI-powered planning, querying, and operational modeling directly into Excel—helping finance teams move faster with less complexity. Build plans from prompts, get the exact data you need without MQL, and enrich decisions with connected operational data—all within a single, governed workflow.

Join us at Excelerate Finance Fest 2026 on Tuesday, May 12th, led by product experts for a detailed walkthrough of these innovations.

Read on to learn more about this release.

Microsoft, Fabric, and Vena logos connected by swirling lines on a green gradient background.

Feature Spotlight

Planning Agent: Planning, Instantly — Powered by AI in Excel  

GENERALLY AVAILABLE 

The Planning Agent brings AI-powered planning directly into Excel, turning natural language prompts into dynamic, driver-based plans in seconds.

Build budgets, forecasts, and scenarios without formulas, manual mappings, or fragmented setup. Powered by Vena Copilot and CubeFLEX™, it unifies planning and analysis in one seamless workflow.

Unlike traditional approaches that require managing drivers across sheets, duplicating logic across templates, or manually applying spreads, the Planning Agent automates it all from a single prompt — directly in Excel.

Move from idea to fully built plan in seconds, with governed, connected data at the core.

Screenshot of Vena's Planning Agent
Screenshot of Vena's Query Agent

Query Agent: Get the Exact Data You Need — No MQL Skill Required

GENERALLY AVAILABLE  

The Query Agent removes the complexity of writing MQL by turning plain-English requests into syntax-ready queries in seconds.

Simply describe the data you need, and Query Agent generates accurate MQL expressions with the correct hierarchy references — ready to copy and use across Vena. No manual lookups, no syntax errors, no steep learning curve.

Built to support how teams actually work, Query Agent is available when and where you need it, helping finance teams move faster, stay self-sufficient, and unlock more value from Vena’s advanced capabilities.

By eliminating one of the biggest barriers to adoption, it accelerates everyday workflows and makes powerful features more accessible to every user.

Smarter, More Reliable AI — Built for Real Finance Complexity  

GENERALLY AVAILABLE

The latest Vena Copilot updates deliver more accurate, transparent, and dependable AI for real-world finance. With a deeper understanding of your data model, improved calculations, and clearer feedback, teams can trust results and move faster with confidence.

Most importantly, users can now see exactly what Copilot interpreted, edit it, and resubmit instantly — eliminating guesswork and ensuring no more dead ends.

And Reporting Agent is now available to all Vena Copilot users in the Ad Hoc tool—at no additional cost.

A screenshot of Vena Copilot chat
FY26Q4 Winter Release Operations Tables

Model Operational Data — Directly in Excel

OPEN BETA  

Operational Tables unlock a new level of planning flexibility by enabling teams to create, manage, and use relational data directly within Excel.

Capture granular, contextual data that doesn’t belong in CubeFLEX™ models — while keeping it governed, centralized, and connected in Vena.

Combine operational tables with CubeFLEX™ data in a single view, apply shared drivers, and enrich plans with real business context — driving deeper analysis, more detailed planning, and faster, more confident decisions.

Visualize Operations Data in Power BI Desktop

OPEN BETA

Seamlessly push Operational Table data into Power BI to transform detailed inputs into dynamic dashboards and visual analytics. Bridge the gap between planning and reporting with a unified, end-to-end view of your business.

Reach out to your Account Manager to learn more.

Power BI window showing Navigator dialog with an Operational Table (
  1. Closed Beta

    MCP Server

    Connect AI directly to your Vena data in Excel—turning real-time, governed data into action with seamless read and write-back capabilities. Work with the AI tools your teams already use to analyze real-time actuals and plans, build models, and update forecasts and scenarios in one seamless flow. No disconnected spreadsheets—just governed, live data powering smarter decisions.

    Visual representation of Vena's MCP server, connecting various AI tools directly to Vena data in Excel

     

Want to Learn More?

To learn even more about the Summer ‘25 Release, check out the What’s New Article in the Vena Knowledge Base.