Planning Analytics Assistant

Now with agentic capabilities built with watsonx Orchestrate
Animation of planning analytics highlighting watsonx assistant

From insight to intelligent action

IBM® Planning Analytics Assistant lets users interact with data in natural language. With new agentic capabilities via watsonx Orchestrate® the Assistant evolves from a responder to an active orchestrator.

Users can automate tasks, trigger workflows and collaborate across systems using planning data and security. The Assistant becomes a hands-on ally in execution, making planning more dynamic, responsive, and intelligent.

 Discover the solution
Plan faster with natural language

Run analysis by using everyday language—no coding or complex formulas needed. The Assistant simplifies access to data and insights, helping teams move faster.
Automate the routine, focus on what matters

Offload repetitive tasks like month-end close, data updates or model refreshes. With built-in automation, users save time and reduce manual effort.
Power your enterprise with agentic workflows

Build custom agents that reflect how your team works, incorporating your models, your logic and your knowledge.
Make smarter decisions in less time

Real-time insights, personalized recommendations and scenario comparisons at your fingertips. The Assistant helps teams respond with confidence in rapidly changing conditions.

Newly launched feature

Extend the power of Planning Analytics Assistant with agentic execution integration using IBM WatsonX Orchestrate.

This integration with IBM WatsonX Orchestrate empowers users to move from insights to action. With natural language prompts, users can trigger workflows, automate approvals and sync downstream systems. This feature brings agility and automation into everyday planning and decision-making.
 Take an interactive tour Get more done with IBM Planning Analytics AI Assistant
See it in action
Myth vs. Facts #01 Myth: “It’s just another assistant.”

Fact: Assistants advise. This allows you to execute tasks — with agents, on your terms.

 #02 Myth: “We already automate workflows.”

Fact: Rules-based automation is static. Agentic orchestration adapts and evolves.

 #03 Myth: “It’s too technical.”

Fact: Built for business users—with governance IT can trust.

Features

Planning Analytics AI Assistant UI dashboard screenshot features with data explorer showcased
Natural language querying

Accessing the right data quickly is crucial. Imagine simply saying, "Show me last year’s revenue for mobile phones," and instantly getting a detailed view. No more time wasted on manual searches—just the business model you need, right when you need it.
Planning Analytics AI Assistant UI dashboard screenshot feature with impact analysis shown
Impact analysis

Scan data views for associations across dimensions

  • Linear
  • Kernel PCA
  • Generate a summary in natural language to help clarify the analysis
Planning Analytics AI Assistant UI dashboard screenshot features with cell explanation showcased
Explain Cell

Extract the model logic on any cell in any crosstab. Understand the underlying reasoning, validate data accuracy, and effectively communicate the model logic.
Planning Analytics AI Assistant features UI dashboard screenshot with chart insights showcased
Chart insights

Get detailed explanations of outliers and key drivers in your plans through natural language.
Planning Analytics AI Assistant UI dashboard screenshot features with data explorer showcased
Natural language querying

Accessing the right data quickly is crucial. Imagine simply saying, "Show me last year’s revenue for mobile phones," and instantly getting a detailed view. No more time wasted on manual searches—just the business model you need, right when you need it.
Planning Analytics AI Assistant UI dashboard screenshot feature with impact analysis shown
Impact analysis

Scan data views for associations across dimensions

  • Linear
  • Kernel PCA
  • Generate a summary in natural language to help clarify the analysis
Planning Analytics AI Assistant UI dashboard screenshot features with cell explanation showcased
Explain Cell

Extract the model logic on any cell in any crosstab. Understand the underlying reasoning, validate data accuracy, and effectively communicate the model logic.
Planning Analytics AI Assistant features UI dashboard screenshot with chart insights showcased
Chart insights

Get detailed explanations of outliers and key drivers in your plans through natural language.
Upcoming features 
Multi-language support

Available in French, Spanish, German and Japanese.
Product Knowledge Assistant

Receive guidance and tips to maximize usage and adoption.
Forecast insights

Simplify your understanding of Turbo Integrator (TI) processes with natural language explanations. Easily understand what the code is doing.
Take the next step

Discover how you can take your planning analytics processes to the next level.

 Book a live demo Try it free
More ways to explore Pricing Documentation Resources Partners Community IBM Planning Analytics as a Service on AWS