IBM TM1, Agentic AI & Finance Transformation Insights

TM1 v11 on-prem has served organizations well for years. It’s fast, flexible, and trusted. But the expectations around enterprise platforms have changed. Today, leadership teams want lower risk, predictable costs, and systems that evolve without constant reinvestment. That’s where Planning Analytics SaaS on AWS fits in—not as a new planning engine, but as a better way to run one. You Stop Running Infrastructure With on-prem TM1, you’re not just running a planning system—you’re running servers, storage, backups, patches, and disaster recovery. Even when nothing breaks, there’s ongoing effort ...

If you’re a TM1 professional and have been near the finance or FP&A world lately, you’ve probably heard the buzzword of the season: Agentic AI. It sounds fancy and must have wondered why suddenly everyone is talking about it, but honestly, it’s just AI that doesn’t sit around waiting for you to poke it. It does things — proactively and automatically. And when you mix that with platforms like IBM Planning Analytics / TM1, things start getting interesting. So… What Exactly Is Agentic AI? Imagine if your TM1 rules, processes, and chores had a brain. Not just “if X then Y”, but something that ...

Today, we’re excited to explore a game-changing function that enhances the versatility of your Planning Analytics platform. Imagine a tool that not only streamlines your data processes but also connects your Planning Analytics seamlessly with external systems. This innovation allows you to execute HTTP requests directly within your TurboIntegrator (TI) processes, transforming your Planning Analytics into an integral part of your interconnected ecosystem. Join us as we delve into the possibilities this function brings and how it can elevate your data management strategies to new heights. Why ...

Planning Analytics Workspace (PAW) offers a robust suite of visualizations, enabling users to create rich and compelling reports and dashboards with remarkable flexibility. However, even with these capabilities, you may occasionally encounter requirements that push the limits of what PAW provides out of the box. One such scenario I encountered was the need to create a column chart comparing Actual vs Budget variance. The twist? Any negative variance should be highlighted with a red bar, while positive variance should be displayed in green, as shown below: PAW’s default settings don't ...

In this blog post, we will showcase the process of exposing the transaction logging on Planning Analytics (PA) V12 on AWS to the users. Currently, in Planning Analytics there is no user interface (UI) option to access transaction logs directly from Planning Analytics Workspace. However, there is a workaround to expose transactions to a host server and access the logs. By following these steps, you can successfully access transaction logged in Planning Analytics V12 on AWS using REST API. Step 1: Creating an API Key in Planning Analytics Workspace The first step in this process is to create an ...

In this blog post, I aim to demonstrate a simple yet effective technique to display the members returned by a set as a list in Excel. This serves as a quick and efficient method for analysing the results from your static or MDX-based sets. This approach offers an alternative to using the TM1ELLIST function in Planning Analytics for Excel (PAfE), which also returns an array of members based on MDX expression or a set. However, the TM1ELLIST function requires the user to manually enter the formula to view the results and it does not support hierarchies. When you add a SUBNM or TM1Set function ...

One of the standout features of Planning Analytics Workspace (PAW) is its ability to create calculations in the Exploration view. This feature empowers users to perform advanced calculations without the need for technical expertise. Whether you're using PAW or PAfE (Planning Analytics for Excel), the Exploration view offers a range of powerful capabilities. The Exploration view supports a variety of functions, such as aggregations, mathematical operations, conditional logic, and custom calculations. This means you have the flexibility to perform complex calculations tailored to your specific ...

When business users inquire about Planning Analytics for Excel (PAfE) or TM1 Perspectives, I often resort to the widely recognized phrase 'Excel on steroids' to effectively convey its true power and potential. PAfE acts as a dynamic complement to their existing Excel skills, bridging the functional gaps between the two tools to boost productivity significantly. Rather than replacing Excel, PAfE expands its capabilities, empowering users to delve deeper into analysis and unlock untapped opportunities. This professional alliance between PAfE and Excel helps businesses leverage their existing ...

With the introduction of hierarchies in IBM Planning Analytics, a new level of data analysis capability has been unlocked. This is by far one of the most significant enhancements to the Planning Analytics suite as far as the flexibility and usability of the application is concerned. Benefits of LEAVES Hierarchy One particular useful hierarchy is the LEAVES hierarchy. It offers several benefits beyond data analysis. One that stands out is that it is a “zero-maintenance” hierarchy as it automatically adds leaf level members as they are added in other hierarchies. It can also be used as a master ...

If you’re tired of manually updating your reports every time you need to add a new column in your Dynamic Reports, you're not alone. It can be time-consuming and tedious - not to mention frustrating - to have to constantly tweak and adjust your reports as your data changes. Luckily, there’s a way to make your life easier: Dynamizing Dynamic Reports. By using a hack to make your reports’ columns as dynamic as the rows, you can free up time and energy for other tasks - and make sure your reports are always up-to-date. Read on to learn how to make your reports more dynamic and efficient! The ...

Amin Mohammad, the IBM Planning Analytics Practice Lead at Octane Solutions, is taking you through his top 12 capabilities of Planning Analytics, in 2023. These are his personal favorites and there could be more than what he is covering. He has decided to divide his list into PAFe and PAW, as they have their own unique capabilities, and to highlight them separately. Planning Analytics for Excel (PAfE) 1. Support for alternate hierarchies in TM1 Web and PAfE Starting with TM1 Set function, which has finally opened the option to use alternate hierarchies in TM1 web. it contains nine arguments ...

Have all the data but not the full picture ? Business Intelligence is not a software application but rather concept of accelerating and improving decision making; optimizing internal business processes; increasing operational efficiency; driving new revenues; and gaining competitive advantages over business rivals. BI systems should help companies identify market trends and spot business problems that need to be addressed. It encompasses displaying historical data as well as new data as its generated from source systems enabling analysis to support both tactical and strategic decision making ...