What’s New in Planning Analytics Workspace 2.1.3 (96)

What’s New in Planning Analytics Workspace 2.1.3 (96)
Written by Mike Bernaiche, June 7th, 2024

This is it, one of the major updates I mentioned in my last blog, The Future of IBM Planning Analytics - Lodestar Solutions. Planning Analytics Workspace 2.1.3 (96) has some big updates including the new Planning Analytics AI Assistant. This is a game changer for the Planning Analytics community and I’m very excited about this release.  Keep reading to explore everything in Planning Analytics Workspace 2.1.3 (96).

Books and Reporting

Planning Analytics AI Assistant - With the new Planning Analytics AI assistant, you can use simple natural language commands to do many different actions on books. Enter a natural language command or instruction in the Planning Analytics AI assistant. You don't need to follow any strict rules when you give a command if the command has one action that you want to do and (usually) the object of the action.

To see a cheat sheet of commands and options. Use AI to interact with books using natural language - IBM Documentation

Important Note – Planning Analytics AI Assistant required a separate license purchase; it is not included in the standard workspace license.  Please reach out to me at services@lodestarsolutions.com to discuss your options.

Planning Analytics AI Assistant

Include Unnamed Members for Set Consolidations - You can now create a set consolidation with both named and unnamed members of a set. Before, you could only use named members that already existed for set consolidations.

Freeze Row Header Column Widths – This stops the row header columns from adjusting widths when you increase or decrease consolidation on the rows. The width is fixed for any hierarchies or row header columns that are added to the report.

New Click Options on Action Buttons

New Click Options on Action Buttons in PA 2.1.3

Modeling

Create Users in Planning Analytics Local - You can now create users in a Planning Analytics Local database using the Users and groups editor. To open the Users and groups editor on a modeling workbench, right-click a database in the Databases tree, and then click Manage users and groups.

Create Users in Planning Analytics Local in PA 2.1.3

Enhanced Auto Complete and Validation in Rules Creator - A more advanced auto-complete feature recognizes the necessary elements of a rule statement and shows the appropriate elements for you to choose when you press CTRL+SPACE in the rules editor.

You can also click the Validate business rules icon to check your rules thoroughly. This checks your rules the same way as saving a rule does and goes beyond the syntax checking and validation that happens while making a rule.

Administration

See Snapshot Sources in Workspace Administration - You can view the version of Planning Analytics Workspace that was used to create a snapshot in IBM Planning Analytics Workspace Administration. This feature lets you find out which snapshots are outdated.

See Snapshot Sources in Workspace Administration in PA 2.1.3

Depreciation Notices

End of Support for Planning Analytics Workspace Local on Red Hat Linux 7 – Support ends in June 2024.

End of Support for Planning Analytics Workspace Local on Windows Server 2016 – Support ends in 2024.

Important Links

Everything in Planning Analytics Workspace 2.1.3 (96) - 2.1.3 - What's new, May 30, 2024 - IBM Documentation

Important Reasons to Start Upgrade Discussion - End of Support for Planning Analytics 2.0.9 - Lodestar Solutions

The Future of Planning Analytics - The Future of IBM Planning Analytics - Lodestar Solutions

The Power of OKRs, Metrics, and KPIs in Achieving Organizational Success - The Power of OKRs, Metrics, and KPIs in Achieving Organizational Success - Lodestar Solutions

Summary

In conclusion, Planning Analytics Workspace 2.1.3 (96) introduces several exciting new features and updates, including the Planning Analytics AI assistant, which allows users to interact with books using natural language commands. Other enhancements include the ability to create set consolidations with unnamed members, freeze row header column widths, and use new click options on action buttons. Additionally, users can now create users in Planning Analytics Local, use a more advanced auto-complete feature in the rules creator, and view the version of Planning Analytics Workspace used to create a snapshot in the administration console. It is important to note that support for Planning Analytics Workspace Local on Red Hat Linux 7 and Windows Server 2016 will end in June 2024 and 2024, respectively.

Reach out to me at services@lodestarsolutions.com to discuss the AI Assistant and upgrading to the latest version of Planning Analytics.

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