IBM Planning Analytics vs. Tableau Server

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
IBM Planning Analytics
Score 8.3 out of 10
N/A
IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With its calculation engine, this enterprise performance management solution is designed to help users move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Use it to unify data sources into one single repository, enabling users to build…
$825
per month 5 users
Tableau Server
Score 8.2 out of 10
N/A
Tableau Server allows Tableau Desktop users to publish dashboards to a central server to be shared across their organizations. The product is designed to facilitate collaboration across the organization. It can be deployed on a server in the data center, or it can be deployed on a public cloud.
$12
Per User Per Month
Pricing
IBM Planning AnalyticsTableau Server
Editions & Modules
Essentials
$825
per month 5 users
Standard
$1,650
per month 10 users
Viewer
$12.00
Per User Per Month
Explorer
$35.00
Per User Per Month
Creator
$70.00
Per User Per Month
Offerings
Pricing Offerings
IBM Planning AnalyticsTableau Server
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
IBM Planning AnalyticsTableau Server
Top Pros
Top Cons
Features
IBM Planning AnalyticsTableau Server
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
IBM Planning Analytics
8.8
81 Ratings
10% above category average
Tableau Server
9.3
95 Ratings
13% above category average
Pixel Perfect reports8.372 Ratings9.129 Ratings
Customizable dashboards9.381 Ratings9.494 Ratings
Report Formatting Templates8.976 Ratings9.381 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
IBM Planning Analytics
8.8
86 Ratings
6% above category average
Tableau Server
8.9
95 Ratings
9% above category average
Drill-down analysis9.384 Ratings8.795 Ratings
Formatting capabilities9.385 Ratings8.593 Ratings
Integration with R or other statistical packages7.565 Ratings8.959 Ratings
Report sharing and collaboration8.982 Ratings9.589 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
IBM Planning Analytics
8.3
84 Ratings
2% above category average
Tableau Server
7.9
91 Ratings
6% below category average
Publish to Web7.879 Ratings9.685 Ratings
Publish to PDF9.378 Ratings9.384 Ratings
Report Versioning8.378 Ratings8.270 Ratings
Report Delivery Scheduling7.669 Ratings7.677 Ratings
Delivery to Remote Servers00 Ratings5.19 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
IBM Planning Analytics
7.9
84 Ratings
4% above category average
Tableau Server
8.5
90 Ratings
5% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)9.384 Ratings8.886 Ratings
Location Analytics / Geographic Visualization8.179 Ratings8.885 Ratings
Predictive Analytics7.675 Ratings7.864 Ratings
Pattern Recognition and Data Mining6.89 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
IBM Planning Analytics
9.1
87 Ratings
5% above category average
Tableau Server
7.5
95 Ratings
14% below category average
Multi-User Support (named login)9.685 Ratings7.593 Ratings
Role-Based Security Model9.586 Ratings7.590 Ratings
Multiple Access Permission Levels (Create, Read, Delete)9.687 Ratings7.592 Ratings
Report-Level Access Control8.712 Ratings00 Ratings
Single Sign-On (SSO)8.281 Ratings7.562 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
IBM Planning Analytics
7.4
77 Ratings
8% below category average
Tableau Server
7.7
79 Ratings
3% below category average
Responsive Design for Web Access7.476 Ratings7.377 Ratings
Mobile Application6.941 Ratings7.261 Ratings
Dashboard / Report / Visualization Interactivity on Mobile6.950 Ratings7.968 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
IBM Planning Analytics
9.3
91 Ratings
11% above category average
Tableau Server
-
Ratings
Long-term financial planning9.589 Ratings00 Ratings
Financial budgeting9.591 Ratings00 Ratings
Forecasting9.591 Ratings00 Ratings
Scenario modeling9.590 Ratings00 Ratings
Management reporting8.790 Ratings00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
IBM Planning Analytics
8.5
85 Ratings
6% above category average
Tableau Server
-
Ratings
Financial data consolidation9.381 Ratings00 Ratings
Journal entries and reports8.376 Ratings00 Ratings
Multi-currency management8.875 Ratings00 Ratings
Intercompany Eliminations7.575 Ratings00 Ratings
Minority Ownership6.768 Ratings00 Ratings
Local and consolidated reporting9.578 Ratings00 Ratings
Detailed Audit Trails9.280 Ratings00 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
IBM Planning Analytics
8.7
86 Ratings
6% above category average
Tableau Server
-
Ratings
Financial Statement Reporting9.482 Ratings00 Ratings
Management Reporting8.883 Ratings00 Ratings
Excel-based Reporting9.585 Ratings00 Ratings
Automated board and financial reporting8.875 Ratings00 Ratings
XBRL support for regulatory filing6.854 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
IBM Planning Analytics
9.1
87 Ratings
12% above category average
Tableau Server
-
Ratings
Personalized dashboards9.386 Ratings00 Ratings
Color-coded scorecards9.382 Ratings00 Ratings
KPIs9.385 Ratings00 Ratings
Cost and profitability analysis9.485 Ratings00 Ratings
Key Performance Indicator setting9.484 Ratings00 Ratings
Benchmarking with external data7.958 Ratings00 Ratings
Integration
Comparison of Integration features of Product A and Product B
IBM Planning Analytics
8.8
87 Ratings
6% above category average
Tableau Server
-
Ratings
Flat file integration8.984 Ratings00 Ratings
Excel data integration9.585 Ratings00 Ratings
Direct links to 3rd-party data sources8.177 Ratings00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
IBM Planning Analytics
-
Ratings
Tableau Server
7.2
46 Ratings
10% below category average
REST API00 Ratings9.040 Ratings
Javascript API00 Ratings9.137 Ratings
iFrames00 Ratings9.140 Ratings
Java API00 Ratings5.57 Ratings
Themeable User Interface (UI)00 Ratings6.19 Ratings
Customizable Platform (Open Source)00 Ratings4.67 Ratings
Best Alternatives
IBM Planning AnalyticsTableau Server
Small Businesses

No answers on this topic

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Score 8.9 out of 10
Medium-sized Companies
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Score 9.6 out of 10
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Score 9.9 out of 10
Enterprises
Oracle Fusion Cloud ERP
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All AlternativesView all alternativesView all alternatives
User Ratings
IBM Planning AnalyticsTableau Server
Likelihood to Recommend
9.5
(97 ratings)
7.2
(111 ratings)
Likelihood to Renew
9.1
(5 ratings)
10.0
(20 ratings)
Usability
8.2
(62 ratings)
5.4
(17 ratings)
Availability
-
(0 ratings)
9.0
(9 ratings)
Performance
-
(0 ratings)
8.1
(8 ratings)
Support Rating
9.3
(87 ratings)
3.3
(18 ratings)
In-Person Training
-
(0 ratings)
8.0
(4 ratings)
Online Training
-
(0 ratings)
9.0
(9 ratings)
Implementation Rating
-
(0 ratings)
9.1
(13 ratings)
Configurability
-
(0 ratings)
8.0
(1 ratings)
Product Scalability
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
IBM Planning AnalyticsTableau Server
Likelihood to Recommend
IBM
I would be likely to recommend IBM Planning Analytics, particularly in scenarios where comprehensive financial and operational planning is essential. For instance, in our construction company, it is awesome for optimizing resource allocation across multiple projects, creating detailed project budgets, and conducting risk analysis to mitigate project uncertainties.
Read full review
Tableau
Tableau Server is well suited for a data warehouse build and handling big data. Tableau data aggregation, transformation, clustering capability is powerful and easy to implement. The choice of charts and visualisation tools is outstanding. Customisation and dynamic data visualisation capability is superb. The user interface takes some time getting used to.
Read full review
Pros
IBM
  • Forecasting after taking into account seasonal trends and exceptional transactions
  • Unlike spreadsheets, there is no fear of an user making changes to the mastercopy accidentally. Each user gets his or her own workspace to analyze.
  • For entities operating in multiple countries, connects seamlessly with IBM Cognos Controller for taking into account variation in currencies
Read full review
Tableau
  • It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
  • Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
  • Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server
Read full review
Cons
IBM
  • IBM Planning Analytics was an upgrade from an older version of TM1 that is experiencing some growing pains, some functionality is harder to reach than it has been in the past
  • It is easy to learn as a surface user with created reports, but it does require some technical skills to make advanced calculations and reports if there is no reliable consultant available, much like Excel
Read full review
Tableau
  • Tableau Server has had some issue handling some of our larger data sets. Our extract refreshes fail intermittently with no obvious error that we can fix
  • Tableau Server has been hard to work with before they launched their new Rest API, which is also a little tricky to work with
Read full review
Likelihood to Renew
IBM
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.
Read full review
Tableau
It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.
Read full review
Usability
IBM
For developers, admins and end users looking for flexibility, IBM Planning Analytics would rate very highly on usability. For example, a developer has access to a highly performant built-in ETL (Extract Translate Load) tool and scripting language called Turbo Integrator that can (among other things) bring in data via flat file or direct connection from many data sources, move data around Planning Analytics, perform batch calculations, export to files or other data stores. In the rare situation where limitations are encountered there is a well documented REST API. Admins and end users benefit from the intuitive PAW (Workspace) interface as well as the rich Excel integration through Planning Analytics for Excel (PAfE). Since flexibility inherently comes with a little more complexity, so an organization with simple and "cookie-cutter" requirements may rate Planning Analytics a little lower.
Read full review
Tableau
Tableau Server is unbeatable at creating easy to use, interactive dashboards for busy executives. The software also saves time for the busy analyst that is tired of always using Excel. Tableau Server is a head and shoulders improvement over Excel.
Read full review
Reliability and Availability
IBM
No answers on this topic
Tableau
Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues
Read full review
Performance
IBM
No answers on this topic
Tableau
While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.
Read full review
Support Rating
IBM
Although I find the IBM Planning analytics documentation quite time consuming, their support with email and call is something i can term as very considerate and patient, I have had few calls about the features and how i would want to implement them within my projects, and the teams have been super helpful to resolve my issues
Read full review
Tableau
We have consistently had highly satisfactory results every time we've reached out for help. Our contractor, used for Tableau server maintenance and dashboard development is very technically skilled. When he hits a roadblock on how to do something with Tableau, the support staff have provided timely and useful guidance. He frequently compares it to Cognos and says that while Cognos has capabilities Tableau doesn't, the bottom line value for us is a no-brainer
Read full review
In-Person Training
IBM
No answers on this topic
Tableau
In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.
Read full review
Online Training
IBM
No answers on this topic
Tableau
The Tableau website is full of videos that you can follow at your own pace. As a very small company with a Tableau install, access to these free resources was incredibly useful to allowing me to implement Tableau to its potential in a reasonable and proportionate manner.
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Implementation Rating
IBM
No answers on this topic
Tableau
Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either
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Alternatives Considered
IBM
Anaplan does not handle sparsity; this is very problematic for large volume data sets (many 0's). There also are limitations to the number of dimensions that can be used in a module. If more dimensions are required, then separate modules need to be built and intertwined. IBM PA does not have these limitations.
Read full review
Tableau
Today, if my shop is largely Microsoft-centric, I would be hard pressed to choose a product other than Power BI. Tableau was the visualization leader for years, but Microsoft has caught up with them in many areas, and surpassed them in some. Its ability to source, transform, and model data is superior to Tableau. Tableau still has the lead in some visualizations, but Power BI's rise is evidenced by its ever-increasing position in the leadership section of the Gartner Magic Quadrant.
Read full review
Return on Investment
IBM
  • One of the advantage is on its ability to ease budget and planning
  • Secondly,the fact that it allows for forecasting means based on such insights means that organisations are able to prepare for future eventualities
  • Thirdly, since it can accommodate data from multiple sources means that one is able to carry out best business practices like planning.
Read full review
Tableau
  • Tableau does take dedicated FTE to create and analyze the data. It's too complex (and powerful) a product not to have someone dedicated to developing with it.
  • There are some significant setup for the server product.
  • Once sever setup is complete, it's largely "fire and forget" until an update is necessary. The server update process is cumbersome.
Read full review
ScreenShots

IBM Planning Analytics Screenshots

Screenshot of Workflow managementScreenshot of Income statementScreenshot of Margin analysisScreenshot of Metrics managementScreenshot of Income statementScreenshot of Expense analysis

Tableau Server Screenshots

Screenshot of Tableau Server interface and administration view 1.Screenshot of Tableau Server interface and administration view 2.Screenshot of Tableau Server permissions view.Screenshot of Tableau Services Manager (TSM) view 1.Screenshot of Tableau Services Manager (TSM) view 2.