Getting started with Planning Analytics

With the Planning Analytics service, you can identify and understand patterns and relationships in your business data.

Within the Planning Analytics service, Planning Analytics Workspace is a web-based interface that provides full modeling, reporting, planning, and administrative capabilities.

In addition to Planning Analytics Workspace, the Planning Analytics service provides access to these additional Planning Analytics components.

  • Planning Analytics for Microsoft Excel is an Excel-based tool that you can use to build sophisticated reports in a familiar spreadsheet environment. Reports that you author in Planning Analytics for Microsoft Excel can be published as a websheet in Planning Analytics Workspace.
  • TM1 Database 12 (formerly Planning Analytics Engine) is a Planning Analytics database that runs as a service, which you use to manage all your Planning Analytics databases through a single service endpoint. You can run individual databases in High Availability mode to manage multiple replicas of the database in parallel and change the number of replicas of each database without any downtime.

    For more information, see Getting started with TM1 Database 12.

Checking whether the service is installed

An administrator must install Planning Analytics.

To check whether the service is installed:

  1. From the navigation menu, select Services > Services catalog.
  2. Search for Planning Analytics.

If the service is installed and ready to use, the tile in the catalog shows Ready to use.

If the service is installed but no service instances have been created, the tile in the catalog shows Ready to provision.

Important: Even if the service is Ready to use, you must be added to a service instance to use the service.

Accessing the service

Pop-out Planning Analytics is a pop-out service. You can access the service from the Service > Service instances page.
Restriction: The Service > Service instances page is not available in the IBM Software Hub experience. If you are logged in as an IBM Software Hub administrator, you must switch to a different experience before you can access the page.

To open Planning Analytics from IBM Software Hub, complete the following steps:

  1. From the Service > Service instances page, locate the planning-analytics-app instance.
  2. From the action menu for the instance, click Open.

    Planning Analytics opens in a separate browser tab for you to use.

Learn more

To learn more about Planning Analytics, see IBM Planning Analytics documentation.