Planning Analytics

Written by Jim Naff, IBM TM1/Planning Analytics Finance Systems Manager at Coursera

Recently, I developed a prototype solution to streamline financial data analysis, combining IBM TM1 REST API, ChatGPT’s API, and Planning Analytics Workspace (PAW) into a seamless user experience. Initially, I built a similar application using Google Sheets, even writing an article to showcase its functionality. However, I realized that performing this analysis directly within PAW would provide a far superior experience for users, integrating the analysis more naturally with their financial workflows. This project allows users to analyze data with a single click, leveraging automation and AI to provide insights instantly. Here’s how it works

I put together a very simple PAW canvas. It contains the following components:

• Cube View: At the top of the screen, a wide view displays the data.
• Prompt Input Field: An input field is below the cube view where users can store a well-crafted prompt to request specific insights.
• "Get Analysis" Button: This button initiates the analysis process with a single click.
• Results Field: A results field dynamically displays the analysis generated by ChatGPT.

Read Jim's article on LinkedIn here.