Planning Analytics

IBM Planning Analytics Newsletter - October 2020

By Robert VAUTOUR posted Wed October 14, 2020 12:09 PM


New IBM Planning Analytics capabilities, start leveraging them today!
The fall release of the Planning Analytics Workspace (SC57), the most significant update to the product ever, is now available to install. This is for local installation; a SaaS (Cloud) update is coming soon with the release of SC58.

New charting and visualization in Books!
Books in Planning Analytics Workspace SC57 has a series of new capabilities, including new charting and visualizations. Waterfall, bullet charts, and multiple-column/line charts are a few of the new options.

Predictive forecasting!
Algorithmic forecasting is also new to Planning Analytics Workspace SC57. The algorithmic forecasting feature is the first step in a series of artificial intelligence (AI) capabilities we're introducing to simplify the use of Planning Analytics. Predictive forecasting uses historical time-series data to create forecast data.

Administration page changes!
The Planning Analytics Workspace Administration page has been reorganized to provide greater insight into your environment and to simplify access to administrative tasks. The Administration page now includes several task-specific tiles like the Databases tile where it provides insight into the health of your databases. The Users and Groups tile lets you know how many users are assigned to each role and the number of groups that are defined.

TM1 Web New User Experience!
IBM Planning Analytics TM1 Web was refreshed on September 21 to provide a more consistent experience with other IBM products. A new login page and simplified icons throughout TM1 Web are the most prominent changes.

IBM Planning Analytics is now available for both cloud and local deployments.


Webinar: Planning Analytics Workspace now has a new look since 2.0.57. Join us to get a first-hand look at these new capabilities and learn how to design sophisticated planning forms, reports and dashboards. Oct 29

Webinar: With our new Planning Analytics Workspace Release 2.0.57, we'll introduce you to the concept of predictive forecasting, its importance and how it helps improve forecast accuracy. Nov 5

Webinar: Join Brendan Austin, LPA's Director of Financial Performance Management, as he discusses the latest release of IBM Planning Analytics. Nov 5

User Group: Join Octane Solutions Planning Analytics User Group Tips & Tricks session. Their focus will be visualization in Planning Analytics for Microsoft Excel. Nov 10

Webinar: Ask Me Anything about IBM Planning Analytics hosted by Offering Management. Nov 12

New look and feel!
Planning Analytics Workspace has adopted a new 'lighter' design just like other IBM products. When you first log in, a new landing page will provide you more than a content list, it also includes 'call to action' tiles for guiding users.

Guided planning!
With Planning Analytics Workspace 2.0.57, we have also added a new guided planning capability. Guided planning enables budget and planning managers to create plans that contain multiple stages, and steps within each stage. After creating the plan, planning managers can invite participants to the plan and assign them to specific steps.

Organize your planning interfaces as Applications!
With Planning Analytics Workspace 2.0.57, you can now organize your content into Applications and place them as entry points right on the Welcome page. Applications provide a way to bring content from several folders together in a way that reflects their business purpose.

Ask for help in the cognitive Learn pane!
You can now click the Help icon  and ask a question. The cognitive help tailors your help experience based on where you are in the product and finds only the answers that are relevant to your user role. You can also find the latest videos, blogs, and documentation.

IBM Planning Analytics Workspace Release 2.0.57 is now available for download on Fix Central.

IBM Planning Analytics for Microsoft Excel Release 57 is now available for cloud and local deployments.

IBM Planning Analytics Workspace 2.0.57 new features are described here.
Cloud Corner
Read up on everything Cloud Clients need to know about moving to the Planning Analytics Workspace New Experience

Get help managing users in an integrated environment for Cognos Analytics on Cloud and Planning Analytics on Cloud with SSO (Single Sign-On). This integration now allows users to seamlessly move between Cognos Analytics and Planning Analytics.
Tech Corner

Lots of clients make use of Input Forms. At times, it can be tedious to clear previously entered data and refresh with new data. Octane Software Solutions shares their input form for clearing and retrieval of data technique.

Virtual Event: Data and AI Virtual Forum is focused on helping you trust your data and AI outcomes. Our September Virtual Forum, we hosted a panel discussion with Aberdeen Research and QueBIT to learn how clients are driving trust with IBM Planning Analytics solutions. You can catch the replay.

Gartner Peer Review Survey

We'd love your feedback and would appreciate your product review to help others considering IBM Planning Analytics. 

Review IBM Planning Analytics here!
On-premises Corner

Considerations for upgrading to Planning Analytics Workspace 2.0.57.
Users should be aware of considerations before upgrading to the new experience Planning Analytics Workspace 2.0.57. Important: there is no way to revert to a prior version of Planning Analytics Workspace Classic.

After installing or upgrading Planning Analytics to version or greater, when opening all applications in Planning Analytics Workspace and if they load empty views with no error message, this article will help to resolve.

Upgrading IBM Cognos TM1 to Planning Analytics Local or Cloud? To facilitate the upgrade process for customers who are still using TM1 or if you're planning on moving to Planning Analytics on cloud the attached documents describe the process. For assistance you can also contact us at or
Recommended Videos

This video provides a brief introduction to the new user experience introduced in Planning Analytics Workspace 2.0.57.

Learn how to create cohesive report designs by using visualization properties in Planning Analytics 2.0.57.

Learn how to create a visualization by either converting an exploration view or by creating a visualization from scratch in Planning Analytics 2.0.57.

This video is intended to help get started with creating a simple book in Planning Analytics Workspace 2.0.57. It will show how to start with a blank book, rename a tab, add an image, add text, add data and then reformat a visualization.

You can now use forecasting in Planning Analytics Workspace 2.0.57 to discover and model trend, seasonality, and time dependence in data.

After you have previewed the forecasting results, you can see how forecast based on actuals is done in Planning Analytics Workspace 2.0.57.


Subscribe to this newsletter.
Subscribe to IBM Cognos Analytics  newsletter

NOTE: Would you like to contribute to our Newsletters? If so, please forward your content to us at


IBM Data & AI Idea Portal

Support Portal 

Support Guide

Fix Lists for Planning Analytics Workspace and Planning Analytics for Microsoft Excel

IBM User Experience Program

Copyright © 2020 IBM

Join us on:  
Linkedin  Twitter
Subscribe to Newsletter