IBM Planning Analytics
Transform your business planning
Transform your business operations with IBM Planning Analytics. Enhance productivity, agile and innovation through intelligent workflows and automation technologies.
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What is Planning Analytics?
IBM Planning Analytics (previously known as IBM Planning Analytics TM1) is a complete planning and analytics solution, it is built upon the proven TM1 in-memory online analytical processing (OLAP) technology and is a fast, easy to use and offers a flexible solution to planning, budgeting, forecasting and performance management.
Planning Analytics is deployable in the cloud (MS Azure, Amazon AWS and IBM Cloud) or on-premise, interfaces with Excel and web apps, and helps business leaders build connected processes, which with their speed, flexibility and ease of use. It allows previously separate functions to work together irrespective of usual limitations. This powerful solution enables true linking of key business drivers to financial KPIs, with automation features to increase efficiency.
Read more on Benefits, Solutions, Integration and Features.
Licensing Options
Planning Analytics 2.1 is available either on cloud or on-premise, with a range of options depending on the size of the implementation and the number of users.
User-based licences are controlled via roles, please see these listed below.
| License role | Description |
| Administrator | Administrators have all the rights of a modeller, plus the following ability:
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| Modeller | Modellers have the rights of an analyst plus the following abilities:
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| Analyst | Analysts have the rights of a consumer, plus the following abilities:
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| Consumer |
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Planning Analytics is also available on Capacity-based Licensing (based on computing power or data volume) and Subscription Licensing (typically used for cloud-based deployments, offering scalability and predictable costs).
Please contact us for pricing, we may be able to negotiate better terms through our IBM relationship.
Solutions Offered by IBM Planning Analytics
Spreadsheet based budgeting and forecasting can be very manual, with multiple versions that need to be controlled, signed off and consolidated, before it can be reviewed as a whole. Planning Analytics keeps control of these process flows and can even keep the existing spreadsheet interfaces that your users are familiar with while providing connectivity and flexibility to link operational planning to financial budgeting.
Driver-based planning, made possible by the speed of calculation, allows the opportunity to reduce costs by understanding the effect different scenarios can have on the cost base through good business modelling practices, allowing resources to be managed more effectively and delivering better utilisation of assets including people, vehicles and facilities.
Integration with IBM software solutions
IBM Planning Analytics can be integrated with other IBM software solutions including:
- IBM Cognos Business Intelligence
Planning Analytics data can be accessed and displayed in Cognos BI tools like Report Studio, Query Studio and Cognos Workspace. It also integrates with Cognos BI for authentication, reporting and real-time data sharing. - IBM Analytics Tools
This integration is built in with other IBM Analytics tools, providing seamless data flow and unified reporting. - TurboIntegrator
TurboIntegrator supports ODBC connections to relational databases and can import/export data to/from various sources, letting you manipulate Planning Analytics data and metadata when you define a process. - IBM Cognos Analysis for Microsoft Excel
Allows users to analyse Planning Analytics data directly in Microsoft Excel.
Product Features
Core features
- In-memory OLAP engine built on TM1 for high-speed multidimensional data analysis.
- Real-time reporting gives users instant insights from live data from multiple sources like SAP BW, Oracle Hyperion and others.
- Personal Sandbox environments allow users to model unlimited “What-if” scenarios.
- Predictive insights using AI-driven forecasting and trend analysis.
User experience
- IBM Planning Analytics Workspace (PAW) – customisable dashboards, visualisations and reports.
- Mobile and web access – the ability to control the environment across devices.
- Planning Analytics for Excel (PAfE) – the Excel add-in, allowing users to interact with the TM1 engine from within their familiar spreadsheet interface, providing the ability to write back to TM1.
Planning and analytics
- Fine-grained data analysis using the advanced in-memory TM1 calculation engine, revolutionises how you analyze multidimensional data, covering both historical and future-oriented data sets enabling detailed plans to be stored at cascading levels, offering flexibility, automation, and alignment techniques for budgets
- Dynamic planning models support rolling forecasts, driver-based planning, KPI monitoring, profitability analysis and score-carding with sophisticated performance metrics.
- Advanced visualisation tools give clear, interactive dashboards to communicate insights effectively.
- Workflow management to help with the development and planning, including tools for approvals, locking steps and organising plans into workflows.
- Built in AI forecasting puts the power of AI algorithmic forecasting in the hands of everyday users—even those without data science skills—to enhance the speed and accuracy of your forecasts.
Deployment options
- Flexible deployment with scalable deployment options on-premise, on cloud (Amazon AWS, MS Azure, and IBM Cloud) or hybrid environments to keep pace with even the largest of enterprise.
To learn more about the “What-If” analysis scenarios, take a look at this insightful video below:
What Are The Benefits of IBM Planning Analytics?
IBM Planning Analytics offers the following benefits:
- Faster decisions – Planning Analytics enables your organisation to have a single source of truth, with built-in integration to a range of leading software from SAP, Oracle and other IBM Analytics tools. Shorter cycles enable your organisation to react to opportunities and threats as they happen, and build more confidence in your processes.
- Efficient Collaboration – With the integrated workflow features, co-ordinating budgetary participation is easier and more efficient, creating the opportunity to align top- down budgeting, with bottom- up planning.
- Agile Planning – What- if scenarios allow users to explore the effects of multiple versions in their own sandbox environments. Fast re-planning allows all participants to keep up and to pull together to achieve your business goals.
Planning Analytics Training and Resources
We offer training on the latest version of Planning Analytics. A selection of courses is listed below. See the full list of Planning Analytics courses.
| Course | Course Code | Duration | Level | Description |
| IBM Planning Analytics: Design and Develop Models in Architect (v2.1) | P8361 | 5 days | Advanced | This course is designed to teach modellers how to build a complete model using the Architect tool. Through a series of lectures and hands-on exercises, students will learn how to set up and verify dimensions, cubes, and views, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customise drill paths, convert currencies, model for different fiscal requirements, and deploy applications to the web. |
| IBM Planning Analytics: Design and Develop Models in Performance Modeller (v2.1) | P8352 | 5 days | Intermediate | Design and Develop Models in Performance Modeller (v2.1) will teach students how to build a model using the Performance Modeller tool. Through a series of lectures and hands-on exercises, students will learn how to create and customise dimensions and cubes, import and link data, and build and maintain applications. |
Product Versions & Support
Below is a summary of earlier versions of Planning Analytics and Cognos TM1 tools.
| Date | Version | Comment |
| March 2024 | IBM Planning Analytics 2.1 | The current version of IBM Planning Analytics |
| December 2016 | IBM Planning Analytics 2.0 | IBM rebranded Cognos TM1
This version is out of support from 30 October 2025 |
| 2014 | IBM Cognos TM1 10.2.2 | TM1 Architect and TM1 Perspectives now 64-bit
This version is out of support from 30th Sept 2019 |
| 2013 | IBM Cognos TM1 10.2 | TM1 Scorecarding, Improvement to Cognos Analytics for Excel CAFE |
| 2012 | IBM Cognos TM1 10.1 | Performance Modeller, visual tools for modelling, Cognos Insight features |
| 2009 | IBM Cognos TM1 9.5 | TM1 Contributor user experience, with improved workflow features, personal what-if scenarios, personal hierarchies |
| 2008 | IBM Cognos TM1 9.4 | Featured integration to IBM Cognos 8 BI |
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