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IBM Planning Analytics Release 2.0.96

Posted by Chad Harvey on May 28, 2024

IBM will soon release IBM Planning Analytics update 2.0.96. Below is a summary of the updates included:

What's New in Books and Reporting?

Use AI to interact with books using natural language.

The new Planning Analytics AI assistant lets you perform a wide variety of actions on books using simple natural language commands.

The initial release of Planning Analytics AI assistant supports English only. The Planning Analytics AI assistant is available only on books; it's not accessible from a modeling workbench.

To use the assistant, open a book then click the Planning Analytics AI assistant icon on the toolbar, right next to your user name.

Use unnamed members in set consolidations.

A set consolidation can now be based on named and unnamed set members.

Previously, set consolidations could be based only on existing, named set members.

Lock row header column widths.

You can now lock the width of row header columns in Planning Analytics Workspace. This prevents the row header columns from changing widths when you expand or collapse consolidation on the rows. The width is locked for any hierarchies or row header columns that are added to the report.

Additional click options on an action button.

You can configure the behavior of an action button when it is clicked again while already running a process.

In previous versions of Planning Analytics Workspace, clicking an action button when it was already running a process canceled the process.

Starting with Planning Analytics Workspace 2.0.96, you can configure the additional click behavior for an action button

Show and hide format area.

You can now show and hide format areas in Universal Reports and Dynamic Reports in Planning Analytics Workspace web sheets.

There are two new buttons on the toolbar that allow you to show and hide the Universal Reports format area and the Dynamic Reports format area.

What's New in Modeling?

Create users in a Planning Analytics Local database.

You can now create individual 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.

The Users and groups editor toolbar now includes a Create new user icon.

Localize objects on your database with the Localization editor.

A new Localization editor makes it easier to localize the names of cubes, dimensions, members, processes, and chores on your Planning Analytics Workspace database.

The Localization editor is available from the modeling workbench.

Use improved auto-complete and validation to simplify rules creation.

An improved auto-complete feature better identifies the required components of a rule statement and presents the relevant components for selection when you press CTRL+SPACE in the rules editor.

Additionally, you can now click the Validate business rules icon  to fully validate your rules. This performs a validation that is equivalent to that which is performed when you save a rule and exceeds the real-time syntax checking and validation that occurs while creating a rule.

Schedule chores using Daylight Saving Time (DST).

The chore editor now includes the DST Sensitive option on the Schedule tab.

When the DST Sensitive checkbox is selected (default), the chore time is automatically updated when Daylight Saving Time (DST) starts or ends for the region in which the Planning Analytics database is located.

Preview a location data source in the process editor.

In previous versions of Planning Analytics Workspace, a preview of a location data source could not be examined while creating or editing a process in the process editor.

You can now preview a location source in the process editor. Click Preview after you specify the location to review the structure of the data source. 

What's New in Administration?

View the version of Planning Analytics Workspace for a Lifecycle Management snapshot.

In Planning Analytics Administration, you can see the version of Planning Analytics Workspace that a snapshot was created in.

This feature allows you to identify which snapshots are older. The version of Planning Analytics Workspace appears beside the snapshot name in the snapshot list.

Deprecation Notices

The following deprecation notices are applicable to Planning Analytics Workspace 2.0.96.

End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)

Support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 will end in June 2024. This coincides with Red Hat's announced end of maintenance support for Red Hat Enterprise Linux 7.

For more information, see

End of support for Planning Analytics Workspace Local on Windows Server 2016 (Local only)

Support for Planning Analytics Workspace Local on Windows Server 2016 will end in 2024.

This is in accordance with Microsoft's announced end of Mainstream Support for Windows Server 2016 as of January 11, 2022. For more information, see

Planning Analytics Workspace Local versions 2.0.74 and later are supported on Windows Server 2019.

To Learn More

For more details, you can read the initial IBM announcement at

If you have questions or need some help planning to adopt these changes for your platform, we’re happy to discuss. You can reach us any time at

Topics: IBM Planning Analytics, IBM PA Workspace, IBM PA for Excel