Use AI-driven impact analysis on explorations to identify key drivers

Use Impact analysis on an exploration to determine the impact of data fields on each other as well as identify and quantify relationships across the data. Generative AI interprets and summarized the analysis to describe the direct and indirect impact of the data fields on each other, as well as any dependencies and relationships between them.

The initial release of Impact analysis is available only in Planning Analytics Workspace Cloud and in English only.

Important: The Impact analysis feature is part of the Planning Analytics AI assistant add-on, which 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 start an Impact analysis, click an exploration in a book. Then, click AI operations in the toolbar and select Impact analysis.

To run the analysis, the exploration must have a minimum of two rows and six columns. The feature considers only the first 120 columns in the exploration for the analysis.

The completed analysis results in a Bubble chart, which visually depicts the relationships between the data fields, along with an AI-generated summary of the analysis.

Impact analysis chart with summary

You can hover over a bubble to see the data field name and its direct and indirect impact values. You can also click the labels in the legend to show or hide the related bubbles in the chart.

When you click a bubble in the chart, the related section under Relative impact analysis expands to display the relative contribution of data fields on the selected data. The Relative impact analysis quantifies the degree of association between two data fields so that you can view the data that drives or influences the selected data.

For more information, see Impact analysis.