IBM Cognos Analytics vs. IBM Planning Analytics

Overall, I rate Cognos 8/10 because it is a mature, capable platform for governed enterprise reporting, scheduled reporting, dashboards, and complex Finance data, but I would rate it higher if it offered a simpler self-service experience, more flexible visualization and drill-through capabilities, and stronger AI-assisted analysis.

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Overall, I rate IBM Planning Analytics 8/10 because it provides substantial value for complex, repeatable enterprise Finance planning and analysis. I would rate it even higher with a simpler business-user experience, easier model maintenance and troubleshooting, stronger data integration, and more AI-driven capabilities to automatically identify and explain financial variances.

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• Enterprise reporting - Create, customise, and run reports on sales trends, consumer sentiment, etc.
• Dashboard creation and data exploration & analysis - Using drag and drop feature to create ad-hoc visualisation. Additionally, using AI powered natural language query feature for data analysis and dashboard input (formation of pie, bar, line charts). It's useful for no-technical person to put queries around the spreadsheet data to get quick answers.
• Building insights for accurate decision making - Package reports with data backed insights for stakeholders in pdf, and Excel format to support business ad-hoc cases, forecasting and strategic recommendations on relevant asks.

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• Certain accounts (Sales (incl. Sales Reductions), SG&A) are loaded centrally based on ERP data, reducing manual input and potential errors
• While some accounts (mainly resources, PCOS, variances and OOIE) will continue to be filled manually into IBM Planning Analytics. This shift will allow for a more integrated approach to data management
• The central sales tool for all scenarios (ACT, CF, CFM, and BP), offering both a consolidated overview as well as detailed data for non‑consolidated entities or total entity sales (including internal sales). The system provides all key sales KPIs, including growth rates
• Web-based workflow to support controllers with the MBR (Monthly Business Report) creation and submission

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• IBM Cognos Analytics enables customer data segmentation, which is essential for marketing, improving and streamlining purchasing behavior and preferences. This helps companies create more targeted and effective marketing campaigns.
• Our clients Through data analysis, we can identify and observe trends in the behavior of other clients, allowing us to anticipate needs and adjust strategies to avoid consequences.

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• sometimes it is hard to produce pixel perfect reports from the Web UI. I know it is not made for this, but still, it'll be great
• getting in e.g. an Excel file just by drag and drop, and the AI should "understand" what the data is all around

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For an existing solution, renewing licenses does provide a good return on investment. Additionally, while rolling out scorecards and dashboards with little adhoc capabilities, to end users, cognos is very easily scalable. It also allows to create a solution that has a mix of OLAP and relational data-sources, which is a limitation with other tools. Synchronizing with existing security setup is easy too.

Since IBM Cognos Express is suitable only for medium data warehouse environment, we are not sure if this tool solves the long term need as the business keeps growing rapidly. So its a 50/50 ratio to renew Express license. But having said that, the components of IBM Cognos Express are also available in other Cognos BI suites like Cognos 10.x version. So we will probably upgrade our environment to IBM Cognos 10.x which comes with more new features.

We have a strong user base (3500 users) that are highly utilizing this tool. Basic users are able to consume content within the applied security model. We have a set of advanced users that really push the limits of Cognos with Report and Query Studio. These users have created a lot of personal content and stored it in 'My Reports'. Users enjoy this flexibility.

IBM Planning Analytics is generally good in terms of functionalities. It can be used reduce time for budget planning, resource planning, demand forecasting, etc. The performance of IBM Planning Analytics is acceptable, but user interface can be improved. It would be good to see new features that allow users to customise the dashboard.

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Reports can typically be viewed through any browser that can access the server, so the availability is ultimately up to what the company utilizing it is comfortable with allowing, though report development tends to be more picky about browsers and settings as mentioned above. It also has an optional iPad app and general mobile browsing support, but dashboards lack the mobile compatibility. What keeps it from getting a higher score is the desktop tools that are vital to the development process. The compatibility with only Windows when the server has a wide range of compatibility can be a real sore point for a company that outfits its employees exclusively with Mac or Linux machines. Of course, if they are planning on outsourcing the development anyways, it's a rather moot point

Overall no major complaints but it doesn't handle DMR (Dimensionally Modeled for Relational) very well. DMR modelling is a capability that IBM Cognos Framework Manager provides allowing you to specify dimensional information for relational metadata and allows for OLAP-style queries. However, the capability is not very efficient and, for example, if I'm using only 2 columns on a 20-column model, the software is not smart enough to exclude 18 columns and the query side gets progressively larger and larger until it's effectively unusable.

Why is their web application not working as fast as you think it should? They never know, and it is always a a bunch of shots in the dark to find out. Trying to download software from them is like trying to find a book at the library before computers were invented.

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IBM support has been very quick to respond and handle the very few issues we've had. We've had a third-party who partners with IBM to be our consulting team which has helped greatly reduce the need for us to contact IBM directly. I highly recommend researching and selecting a well-respected partner to help with an implementation as well as ongoing support as needed.

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Onsite training provided by IBM Cognos was effective and as expected. They did not perform training with our data which was a bit difficult for our end-users.

The online courses they offer are thorough and presented in such a way that someone who isn't already familiar with the general design methodologies used in this field will be capable of making a good design. The training environments are provided as a fully self contained virtual machine with everything needed already to create the environments. We've had some persisting issues with the environments becoming unavailable, but support has been responsive when these issues arise and straightening them out for us

Make sure that any custom tables that you have, are built into your metadata packages. You can still access them via SQL queries in Cognos, but it is much easier to have them as a part of the available metadata packages.

Four years ago, when we were looking at which BI platform to use, we thought about Tableau and Microsoft Power BI. Tableau's data visualisation is great, and Power BI's self-service features and seamless integration with the Microsoft ecosystem are also impressive. For our use case, which included highly controlled financial reporting, paginated output, and messy Framework Manager metadata models and outputs, there was no question that Cognos Analytics was a step up

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For strong technical teams and flexibility IBM Planning Analytics is the way to go. For quicker adoption and less technical teams Anaplan is the best option. If consolidation, financials, and moving from legacy tools are main focus than OneStream will be a really good choice. If deeply invested into SAP already than the SAP BPC will be the best fit to maintain the investment.

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We rate IBM Cognos Analytics a 9 out of 10 for overall scalability. The platform handles large numbers of users, reports, and analytical workloads very reliably. We have experienced strong performance even in demanding enterprise environments with substantial data volumes. Its architecture provides sufficient flexibility to scale resources according to demand, making it well suited for large, business-critical deployments.

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it's built for large enterprise rollouts to many users, with on-premises, cloud and hybrid options. The query service is mature and uses caching, and governance and security hold up at scale.

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• The platform can be pretty pricey.
• Convoluted contracts and they fine you for any breach during audits.
• Things are changed between releases without any warning and break.
• It is second to none at being able to customize list and crosstab type reports.
• You can easily set up a report to be emailed out every day and even have it export the report to a shared folder.
• On-prem environments can be scaled up pretty much as much as you would like.

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• Automate direct data connections to multiple data sources
• One secured version of the the truth (for data and formulas)
• Ability to scale to much more detailed planning with option to create predictive forecasts at detail
• Business user friendly with powerful Excel integration
• Very flexible and powerful modeling, can handle custom modeling needs at scale
• Can make the same data available across finance and ops, but at the level of details and timeline that makes sense for them

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info