Planning Analytics

IBM Planning Analytics Newsletter - November 2020

By Robert VAUTOUR posted Mon November 16, 2020 03:10 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 containing these new capabilities is now available with Planning Analytics Workspace SC58.

New charting and visualization in Books!
Books in Planning Analytics Workspace SC58 (local install=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 SC58 (local install=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 SC58 (local install=SC57) 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.


Virtual Event: Join IBM for Emerge with Resiliency 2020. Whether you're spending time reconciling spreadsheets or using a more advanced tool for planning and analytics, this event will help you learn about the latest IBM analytics software that takes advantage of AI and Natural Language Processing. Nov 18

User Group: Octane Software Solutions will explore 5 key features from the latest Planning Analytics Workspace release with real world examples. Dec 8

Webinar: Ask Me Anything about IBM Planning Analytics hosted by Offering Management. Dec 10

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 2.0.58 (local install=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 2.0.58 (local install=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 2.0.59 will soon be arriving! View its  fix list and download info. View its new features.

IBM Planning Analytics for Microsoft Excel Release 59 is now available for download.

IBM Planning Analytics Spreadsheet (formally TM1Web) Services Release 59 is now available for download.
Cloud Corner
It is finally here!! Planning Analytics as a data source is now available in Cognos Analytics on Demand.

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

Learn how to integrate IBM SPSS Modeler and IBM Planning Analytics to create more accurate forecasts. Download this step-by-step tutorial - Better Forecasting with IBM Planning Analytics and IBM SPSS Modeler.
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.

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 Resources

This video provides a brief introduction to the new user experience introduced in Planning Analytics Workspace 2.0.58 (local install=2.0.57).

Learn how to create cohesive report designs by using visualization properties in Planning Analytics 2.0.58 (local install=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 2.0.58 (local install=2.0.57).

This video is intended to help get started with creating a simple book in Planning Analytics Workspace 2.0.58 (local install=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 2.0.58 (local install 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 2.0.58 (local install=2.0.57)                   .

Case Study: Robertson Group accountants were spending most of their time entering data manually from multiple data sources. This resulted in challenges with version control, duplication of work and data accuracy. See how Spitfire Analytics Limited used IBM Planning Analytics on IBM Cloud to unify multiple data sources and automate complex reporting.


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