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IBM Planning Analytics Tips & Tricks

Use the Planning Analytics AI Assistant for Smarter Data Analysis

 

March 10, 2026

By Lee Lazarow

Have you used Planning Analytics’ new AI functionality to analyze your existing models?  Maybe you have a chart that you want to get insights on, or maybe you have a set of data where you want to define outliers.  All this functionality can be performed by simply clicking on the AI button within PAW:

For more details on these items, please watch our most recent webinar about Planning Analytics’ AI functionality.

But did you know that you can also use the Planning Analytics assistant to “speak” to your model?  You can access the assistance by clicking on the icon in the top ribbon:

Once clicked, a window will appear that will allow you to interact with the model using natural language functionality.  You can use statements such as:

  • Tell me about this chart
  • Show me outliers in this dataset

This approach gives you a great deal of flexibility when using PAW. You can use your mouse, your standard keyboard, or even voice commands to reference various functions in your Planning Analytics environment.

Revelwood is an IBM Gold Business Partner with more than 30 years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. We focus on solutions for the Office of Finance and have partnered with clients of all sizes across all industries to optimize, enhance and expand their use of Planning Analytics. Revelwood’s Planning Analytics team consists of PA experts with decades of experience, and we have been recognized via awards including  IBM Champion status.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

The Fastest Way to Copy a Worksheet in Excel

How to Remove Duplicate Elements from an Existing Subset in Planning Analytics Workspace

How to Create Picklists in Planning Analytics Workspace

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