• Version: 2.0.102 (v11) / 2.1.9 (v12)
• Released: March 19, 2025

While this update may seem modest on the surface, it includes some seriously useful features for analysts, model builders, and end users alike. From AI-driven exploration summaries to subtle yet impactful UX enhancements, this version is all about making things clearer, faster, and more intelligent.

Here’s a quick overview of what’s new and why it matters for a few key features.

Planning Analytics can now write summaries for you.

This new feature generates a downloadable PDF based on a selected cube view. It includes:

• An executive summary
• Impact analysis (what drives the numbers)
• Anomaly detection (what stands out)

Ideal for execs and analysts who want quick insights without manual analysis, this is one of the most practical uses of AI we’ve seen in Planning Analytics so far.

When using an action button to switch between books, you can now choose to automatically refresh the destination book — ensuring users always see the most up-to-date data.

If context-passing is enabled, synced filters or widgets are preserved, so navigation remains smooth and consistent.

You can now set maximum and minimum values for ad-hoc forecasts (univariate or multivariate), helping keep results within realistic business limits. This is especially useful when working with operational targets or known constraints.

You can now import data or dimension members directly from an ODBC source, not just text files.

That means you can:

• Automate more of your data workflows without needing CSVs
• Pull data from systems like SQL Server or Oracle
• Load master data or transactional data into Planning Analytics

What’s New in Books and Reporting

0:21 AI-Generated Exploration Analysis (Cloud only)
0:55 Websheet Enhancements
1:13 Hide Row and Column Headers in a View
1:33 Refresh Target Book on Navigation Using an Action Button
2:01 Zebra Striping Option Moved to Format Manager
2:14 Set Maximum and Minimum Forecast Values

What’s new in Plans and Applications

2:47 Search and Filter

What’s new in Modelling

3:08 Websheet Enhancements
3:41 Missing Attributes Control Cubes
4:08 Import Data or Members from an ODBC Source

This version introduces AI driven analysis, enhanced websheet functionality, and improved forecasting capabilities for IBM Planning Analytics Workspace 2.0.102 also known as 2.1.9 released on March 19, 2025. Let’s explore the new features.

What’s new in Books and Reporting.

Planning Analytics Workspace can now write reports for you. With the new AI Powered Exploration Analysis, you can generate a downloadable PDF that explains what’s happening in your data, including an executive summary, impact analysis, and outlier detection. Just pick a view and let the AI summarise key insights, associations and anything unusual that stands out. To use AI Generated Exploration Analysis the Planning Analytics AI Assistance add on is needed.

Websheets just got easier to use and manage. Here’s what’s improved. You can now view a websheet’s folder location by going to Properties. Double clicking a web sheet in the database tree drops it directly into your canvas. Switch one websheet for another by dragging and dropping it over the sheet you want to replace.

In this version, you can hide row and column headers from the Dimension tiles context menu or the Fields panel. This will not trigger the view to refresh, so everything stays quick and undisturbed. This is a fantastic addition when designing presentation reports where layout is as crucial as the data.

When you set up an action button to navigate between books, there’s now an option to automatically refresh the destination book even when the book is already open. This guarantees your users will always see the latest data without needing to refresh themselves, and if you’re using context parsing, those will carry over into the refresh book. This is a great way to ensure seamless, accurate navigation across multi page dashboards.

The zebra striping option has been relocated to the data section of the Formats manager, ensuring that all formatting options are conveniently housed in one area.

If you are using ad hoc forecasting like univariate or multivariate, you can now set upper and lower limits on the predicted values. This is especially useful when you want to prevent unrealistic forecast spikes or need to align forecasts with known business restraints, e.g. production caps or revenue ceiling. This is a subtle but powerful way to keep forecasts realistic, credible and tailored to your environment.

What’s new in Plans and Applications.

Managing large applications and plans just got easier. You can now search and filter tasks or sections directly while editing. No more scrolling through long lists to find what you are after. Just type a keyword or apply filters to quickly zero in on the section or task you want to update.

What’s new in Modelling.

Websheets now have visibility settings so you can control who sees what. Set web sheets to public or private, depending on whether they should be shared across the business or kept internal. Manage access at the folder level to ensure that only the right teams can view or edit sensitive or in progress work. These enhancements are especially valuable in larger organisations where multiple teams work on different models or reporting packages. It helps maintain good governance while supporting smooth collaboration.

Have you ever tried to update attributes only to find something wasn’t working and had no idea why? Now, when a required attribute control cube is missing like for a dimension cube process or chore, Planning analytics will display a clear message explaining what’s wrong. No more mystery troubleshooting. This small update goes a long way in reducing frustration and speeding up model maintenance.

Planning Analytics Workspace can import data directly from ODBC sources, not just limited text files. This means you can pull data from operational databases like SQL Server or Oracle. It’s a major update for teams looking to automate data integration or streamline ETL pipelines.

That’s the last feature for planning analytics workspace 2.0.102.