Use AI to interact with books using natural language

The new Planning Analytics AI assistant lets you perform a wide variety of actions on books using simple natural language commands.

The initial release of Planning Analytics AI assistant supports English only. The Planning Analytics AI assistant is available only when working directly in a book. The assistant is not available when you open a book from a plan or application, nor is it available from a modeling workbench.

Important: Planning Analytics AI assistant requires a separate license purchase, it is not included in a standard Planning Analytics Workspace license. To purchase a license, contact your IBM sales representative or go directly to your IBM account.

To use the assistant, open a book and click the Planning Analytics AI assistant icon on the toolbar, right next to your user name.

Type a natural language command or instruction in the Planning Analytics AI assistant. There are no hard and fast rules about how you issue a command, as long as the command includes a single action that you want to perform and (in most cases) the subject of the action. For example, if you want to swap the rows and columns in an exploration, all of these commands will work:

  • swap rows and columns
  • switch rows
  • exchange rows and columns
  • swap (notice there is no subject specified here)

To reuse a previous command from the current session, place the cursor in the Planning Analytics AI assistant text entry box, then use the Up and Down keyboard keys to cycle through recent commands. When the desired command is in the text box, press Enter to use the command.

Some commands require that an object or widget on a book be selected before typing the command, others require that the book be in Edit mode before the command can be executed. When your command is ambiguous or cannot be completed in the current context, Planning Analytics AI assistant prompts you for clarification.

For example, if you try to convert an exploration to a chart, the assistant notifies you that you must be in Edit mode to perform this action.

Assistant message indicating that you must be in edit mode

Similarly, if you are in edit mode and command "convert exploration to chart" (a somewhat ambiguous request), the assistant prompts you to specify which type of chart you want and then completes your request.

Assistant message indicating that you must be in edit mode
Tip: If your command includes a reference to a specific object or artifact, it's helpful to enclose the item name in double quotes. This helps Planning Analytics AI assistant determine your intent and identify the item you want to work with.

Of course, you're not limited to creating charts. You can use Planning Analytics AI assistant to change the configuration of a view, open a view on a different database, open a dimension or set, perform member calculations, suppress zeroes, and more.

Remember, a command specifies a single action; you can't issue a compound command to perform multiple actions. For example, the command "open the Revenue cube and suppress zeroes" won't work.

Here's a cheat sheet to help you start using Planning Analytics AI assistant. It shows all the actions that you can perform with the assistant.

Notice that there are multiple ways to express most commands. The assistant recognizes synonyms for most actions, so you're not limited to one specific command construct. Experiment with commands, knowing that the assistant will prompt for clarification if a command is ambiguous.

Action Definition of action Command examples Needs object/widget selected?
Select database Set the search context for the Open actions in the book

Select database 24Retail and Planning Sample

Work with "Planning Sample"

Set "24Retail" as database

Show databases Display the databases currently being searched

What is my search context?

What is the current db?

Open Open one of these Planning Analytics objects:
  • Cube (default view)
  • Exploration (view)
  • Dimension
  • Hierarchy
  • Set

Open dim "Org"

Open "Asset Life" view

Show the "Marketing" set

Edit the "Employee" hierarchy

Hide Hide a member(s) from rows or columns

Hide "Jan", "Feb"

Don't show the "Overhead" member


Keep Keep only the specified member(s) on the view

Keep "Jan", "Feb"

Members to keep: "Washington", "California"

Unhide all Display all hidden members

Unhide all

Show all rows

Uncover columns
Switch visualization Switch the visualization to a different type

Switch to pie chart for "sales"

Convert to chart

Switch to exploration

Summarize all Create a calculation of all rows or columns

Calculate average on rows

Show sum on columns

Aggregate rows as "MyTotal"

Perform member calculation

Perform calculations on specified members

The supported calculations are:
  • Average
  • Minimum
  • Maximum
  • Median
  • Aggregate
  • Rank
  • Absolute value

Calculate average for members "Jan", "Feb"

Create maximum for members "Q1", "Q2"

Calculate minimum for members "Q1", "Q2"

Copy Copy the selected widget



Swap Swap rows and columns in a view



Flip rows and columns

Suppress zeroes Suppress zeroes on the view

Suppress zeroes on rows

Hide 0 rows

Remove cols with value 0

Display zeroes Display zeroes previously suppressed

Display zeroes on rows

Show 0 rows

Display zeroes on rows

Cancel Cancel the current operation



Move Move a dimension/hierarchy to a slot in a view

Move "Version" to rows

Transfer "Channel" to bench

Relocate "Model" to columns

Refresh Refresh a view


Reload view

Sort Sort the rows or columns

Sort cols by "Month" desc

Arrange row "Iberia" by column asc

Sort row "Chile" asc

Slice Switch the context of a view to a specific member

Slice on "Canada"

Change context to "Budget"

Create sandbox Create a sandbox

Create sandbox "prev_2024"


Switch to sandbox Switch to an existing sandbox

Switch to "Base" sandbox

Change sandbox to "MyProjections"

Expand Expand a consolidation

Expand "Total year"

Drill "Canada"

Collapse Collapse a consolidation Collapse "Total year" Yes