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Overview

IBM Planning Analytics

IBM Planning Analytics combines the multidimensional TM1 engine, Planning Analytics Workspace and Planning Analytics for Microsoft Excel to make budgeting, forecasting, simulation and reporting more reliable. AEXIS helps you define a realistic path between Planning Analytics Local and IBM cloud offerings, understand the differences between TM1 Database 11 and 12, and evolve your models without disrupting critical finance and operational processes.

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Manage complex planning models without losing operational control

Business benefits

Business benefits

Multidimensional TM1 engine

Calculation and write-back

Model rules, allocations, consolidation and detailed scenarios in a governed in-memory database.

Planning Analytics Workspace

Web experience

Deliver input views, analysis, dashboards and workflows suited to finance and business users.

Planning Analytics for Excel

Governed Excel

Keep Excel presentation flexibility with centralised, current and secured data in TM1.

Local or cloud platform

Controlled roadmap

Evolve v11 or prepare TM1 Database 12 according to your constraints, use cases and operating strategy.

Platform choices

Choose the right architecture and user experience

Planning Analytics is more than a budgeting tool. Its value comes from combining a TM1 engine built for detailed multidimensional models, interfaces suited to different users and an architecture that can evolve. The right choice therefore depends on business use cases, database generation and deployment model.

Your priorityMove beyond disconnected files
Planning Analytics responseA TM1 model centralises data, calculation rules, security and versions while PAfE keeps Excel contribution available.
Day-to-day valueTeams work from one governed foundation instead of manually consolidating dozens of workbooks.
Your prioritySimulate before deciding
Planning Analytics responseIn-memory cubes recalculate price, volume, workforce, capacity or currency assumptions across connected models.
Day-to-day valueFinance and business teams compare scenarios using the same rules instead of rebuilding every analysis.
Your priorityKeep Excel without its silos
Planning Analytics responsePlanning Analytics for Microsoft Excel combines familiar layouts and formulas with live TM1 data and write-back.
Day-to-day valueAdoption remains progressive for advanced Excel users while data stays controlled on the server.
Your priorityChoose a sustainable technical path
Planning Analytics responsePlanning Analytics Local 2.1 remains based on TM1 v11, while TM1 Database 12 is offered on Planning Analytics as a Service and IBM Cloud Pak Software Hub.
Day-to-day valueMigration becomes a tested architecture decision rather than a database upgrade treated as routine maintenance.
Your priorityExtend planning to business teams
Planning Analytics responsePlanning Analytics Workspace provides web views, dashboards, input, analysis and administration around TM1 models.
Day-to-day valueEach role gets an appropriate experience without duplicating business logic across several tools.
Use cases

One platform for decisions that depend on each other

The same foundation can connect financial and operational planning. The objective is not to add screens, but to share assumptions, reference data and calculation rules.

Budget, forecast and management reporting

Build income statement, balance sheet and cash-flow plans with explicit assumptions and controlled contribution cycles.

  • Comparable versions and scenarios
  • Automated consolidation and allocations
  • Variance analysis at the right level of detail
Sales, margin and demand

Connect volume, price, mix, promotions, capacity and cost to assess commercial and operational impacts.

  • Shared forecasts across functions
  • Price-volume-mix simulation
  • Forward-looking margin visibility
Workforce and personnel costs

Plan positions, recruitment, compensation and movements using consistent enterprise assumptions.

  • Workforce plan connected to budget
  • Organisation scenarios
  • Recalculated financial impacts

Evolve Planning Analytics without weakening existing processes

  1. 01 — Assess
    Versions, models and dependencies

    Identify TM1, PAW, PAfE and TM1 Web builds, volumes, rules, integrations, Excel usage and availability constraints.

  2. 02 — Decide
    Local, cloud and v11 or v12 target

    Compare operations, security, high availability and migration requirements before defining the target architecture.

  3. 03 — Modernise
    Prioritise business value

    Secure critical models, simplify processing, modernise PAW and PAfE journeys and establish a sustainable release process.

AEXIS works across TM1 models and business rules as well as architecture, performance, interfaces and adoption. This combined perspective prevents a purely technical modernisation that leaves everyday user issues unresolved.

IBM Planning AnalyticsIBM — TM1 Database 12IBM — Local 2.1 component versions
Capabilities

Features and scope

Benefits of Planning Analytics

Multidimensional modelling

Detail and aggregation

The TM1 engine combines dimensions, hierarchies, rules and calculations to represent real business mechanics.

Connected models

Finance and operations

Commercial, workforce and operational assumptions feed financial statements without intermediate re-entry.

Complementary interfaces

PAW, PAfE and web

Adapt the experience to contributors, analysts, controllers, administrators and decision-makers.

Governance and security

One shared foundation

Centralise permissions, rules, data and versions instead of distributing them across user files.

Planning Analytics assessment

Your Planning Analytics environment deserves a clear roadmap

Are you preparing a migration, an upgrade or the modernisation of a business-critical model? We start from your real architecture and use cases to identify priority decisions, without imposing a target before the assessment.

Clarify the target

Local or cloud, TM1 v11 or Database 12, PAW and PAfE: separate requirements, risks and opportunities.

Secure what matters

Assess the models, rules, processes, interfaces and dependencies supporting critical operations.

Prioritise value

Select improvements that genuinely reduce manual work and make planning easier for teams.

Frequently Asked Questions about IBM Planning Analytics

IBM Planning Analytics distinguishes itself through:

• Flexible multidimensional modelling with the TM1 engine

• Planning Analytics Workspace for web use cases

• Planning Analytics for Microsoft Excel for spreadsheet use cases

• Real-time processing capabilities for large data volumes

• Simplified collaboration across all business users

Planning Analytics is particularly well suited for organizations that want to secure and accelerate their budgeting, forecasting, and simulation processes.

Here is what the solution brings in concrete terms:

• You keep the flexibility of Excel while eliminating risks of versioning and human error.

• All your business rules are centralized within a single, secure platform.

• Your budgeting cycles become faster (no more Excel copies, no more manual consolidation).

• You can instantly simulate different scenarios (best/worst case, volumes, pricing, staffing, etc.).

• You build a maintainable model whose rules, interfaces and processing can evolve through controlled releases.

AEXIS guides you step by step to transform your current processes into a reliable, secure, and collaborative system.

Duration depends on the number of processes, data sources, calculation rules, interfaces and migration requirements. AEXIS starts with a verifiable scope, divides the target into business increments and secures a useful first perimeter before extending the platform.

Planning Analytics does not necessarily require teams to abandon Excel. Planning Analytics for Microsoft Excel connects reports and input forms to TM1, keeping a familiar interface while centralising data, permissions and rules.

Prerequisites depend on the target. Planning Analytics Local 2.1 and TM1 v11 require a sized architecture and coordinated operation of TM1 Server, PAW, PAfE and Spreadsheet Services. TM1 Database 12 is available on Planning Analytics as a Service and IBM Cloud Pak Software Hub. Audit versions, models, authentication and integrations before migrating.

Our support includes:

• Analysis of your current planning processes

• Design and development of custom models

• Comprehensive team training

• Post-implementation support and continuous optimization

• Application maintenance services to ensure longevity

Last updated on Jul 17, 2026

IBM Planning Analytics