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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IBM Planning Analytics

    Score8.5 out of 10
    N/AIBM 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

    Microsoft 365

    Score8.7 out of 10
    N/AMicrosoft 365 (formerly Office 365) is a Microsoft Cloud subscription service that includes Microsoft Office products (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access). The software can be installed across multiple devices and ensures that users always have the most up-to-date version of the included Office applications.

    $5

    Per User Per Month

    Pricing
    IBM Planning AnalyticsMicrosoft 365
    Editions & Modules
    Essentials
    $825
    per month 5 users
    Standard
    $1,650
    per month 10 users
    Business Basic
    $5.00
    Per User Per Month
    Individual
    $5.84
    *Per Month
    Business - Apps
    $8.25
    Per User Per Month
    Enterprise - F3
    $10.00
    Per User Per Month
    Business Standard
    $12.50
    Per User Per Month
    Business Premium
    $20.00
    Per User Per Month
    Enterprise - E3
    $32.00
    Per User Per Month
    Enterprise - E5
    $57.00
    Per User Per Month
    Offerings
    Pricing Offerings
    IBM Planning AnalyticsMicrosoft 365
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details—*When billed annually.
    More Pricing Information
    Community Pulse
    IBM Planning AnalyticsMicrosoft 365
    Considered Both Products
    IBM
    Chose IBM Planning Analytics
    In our organization, we chose IBM Planning Analytics because, in our opinion, IBM Planning Analytics has more features
    Incentivized
    Chose IBM Planning Analytics
    It includes Oracle Cloud EPM Planning, Anaplan, and Adaptive Insight before deciding to choose IBM Planning Analytics. We selected Planning Analytics because of its work with complicated and many area models, the capability to work with big amounts of data, and compatibility …
    Incentivized
    Chose IBM Planning Analytics
    IBM PA is like having pivot tables on steroids. Possibilities are endless.
    Incentivized
    Chose IBM Planning Analytics
    IBM Planning Analytics is easier to use and setup for me. Easier to make reports. Works fast
    Incentivized
    Chose IBM Planning Analytics
    We have usually been using workflow planning and budgets in Excel Sheets and doing it manually through the collaboration of financial personnel and Smart Cities Consultant. Now, thanks to the IBM Plannin Analytics tool, we can obtain a theoretical and automated planning, so we …
    Incentivized
    Chose IBM Planning Analytics
    IBM Planning Analytics is by far a much better product than Anaplan. The user interface is much easier to use.
    Incentivized
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    128 Answers
    96%
    Would buy again
    195 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    114 Answers
    97%
    Delivers good value for the price
    179 Answers
    Happy with the feature set
    97%
    Happy with the feature set
    125 Answers
    98%
    Happy with the feature set
    198 Answers
    Lived up to sales and marketing promises
    97%
    Lived up to sales and marketing promises
    89 Answers
    94%
    Lived up to sales and marketing promises
    134 Answers
    Implementation went as expected
    93%
    Implementation went as expected
    104 Answers
    95%
    Implementation went as expected
    142 Answers
    Features
    IBM Planning AnalyticsMicrosoft 365
    BI Standard Reporting
    Comparison of BI Standard Reporting features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    7.6
    116 Ratings
    1% above category average
    Microsoft 365
    -
    Ratings
    Pixel Perfect reports7.6102 Ratings00 Ratings
    Customizable dashboards7.7116 Ratings00 Ratings
    Report Formatting Templates7.5109 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    3% above category average
    Microsoft 365
    -
    Ratings
    Drill-down analysis8.5119 Ratings00 Ratings
    Formatting capabilities7.9120 Ratings00 Ratings
    Integration with R or other statistical packages7.992 Ratings00 Ratings
    Report sharing and collaboration7.8118 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.1
    116 Ratings
    2% above category average
    Microsoft 365
    -
    Ratings
    Publish to Web7.9109 Ratings00 Ratings
    Publish to PDF8.2109 Ratings00 Ratings
    Report Versioning8.3106 Ratings00 Ratings
    Report Delivery Scheduling8.298 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    7.5
    117 Ratings
    2% above category average
    Microsoft 365
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.1117 Ratings00 Ratings
    Location Analytics / Geographic Visualization7.7109 Ratings00 Ratings
    Predictive Analytics7.8107 Ratings00 Ratings
    Pattern Recognition and Data Mining6.638 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    5% below category average
    Microsoft 365
    -
    Ratings
    Multi-User Support (named login)8.1120 Ratings00 Ratings
    Role-Based Security Model7.7121 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.0122 Ratings00 Ratings
    Report-Level Access Control7.549 Ratings00 Ratings
    Single Sign-On (SSO)8.4114 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    7.6
    105 Ratings
    4% above category average
    Microsoft 365
    -
    Ratings
    Responsive Design for Web Access7.7102 Ratings00 Ratings
    Mobile Application7.666 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.676 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.4
    131 Ratings
    4% above category average
    Microsoft 365
    -
    Ratings
    Long-term financial planning8.0127 Ratings00 Ratings
    Financial budgeting8.4130 Ratings00 Ratings
    Forecasting8.7130 Ratings00 Ratings
    Scenario modeling8.6129 Ratings00 Ratings
    Management reporting8.6129 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.5
    122 Ratings
    9% above category average
    Microsoft 365
    -
    Ratings
    Financial data consolidation9.1118 Ratings00 Ratings
    Journal entries and reports9.2108 Ratings00 Ratings
    Multi-currency management8.5110 Ratings00 Ratings
    Intercompany Eliminations8.4107 Ratings00 Ratings
    Minority Ownership8.6101 Ratings00 Ratings
    Local and consolidated reporting7.8114 Ratings00 Ratings
    Detailed Audit Trails8.1115 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.8
    123 Ratings
    8% above category average
    Microsoft 365
    -
    Ratings
    Financial Statement Reporting8.2119 Ratings00 Ratings
    Management Reporting8.7120 Ratings00 Ratings
    Excel-based Reporting9.4122 Ratings00 Ratings
    Automated board and financial reporting9.1111 Ratings00 Ratings
    XBRL support for regulatory filing8.680 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.4
    125 Ratings
    11% above category average
    Microsoft 365
    -
    Ratings
    Personalized dashboards8.7124 Ratings00 Ratings
    Color-coded scorecards8.4119 Ratings00 Ratings
    KPIs8.1122 Ratings00 Ratings
    Cost and profitability analysis8.2120 Ratings00 Ratings
    Key Performance Indicator setting8.5119 Ratings00 Ratings
    Benchmarking with external data8.590 Ratings00 Ratings
    Integration
    Comparison of Integration features of IBM Planning Analytics and Microsoft 365
    Feature
    IBM Planning Analytics
    8.7
    123 Ratings
    7% above category average
    Microsoft 365
    -
    Ratings
    Flat file integration8.7120 Ratings00 Ratings
    Excel data integration9.0120 Ratings00 Ratings
    Direct links to 3rd-party data sources8.6112 Ratings00 Ratings
    Best Alternatives
    IBM Planning AnalyticsMicrosoft 365
    Small Businesses
    No answers on this topic
    Google Workspace
    Score9.1 out of 10
    Medium-sized Companies
    Centage
    Score9.4 out of 10
    Google Workspace
    Score9.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Microsoft 365 Business Premium
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    IBM Planning AnalyticsMicrosoft 365
    Likelihood to Recommend
    8.0
    (132 ratings)
    8.4
    (262 ratings)
    Likelihood to Renew
    9.1
    (5 ratings)
    9.5
    (6 ratings)
    Usability
    7.8
    (69 ratings)
    8.7
    (30 ratings)
    Support Rating
    7.3
    (93 ratings)
    8.9
    (54 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (2 ratings)
    Data Sharing and Collaboration
    9.0
    (3 ratings)
    -
    (0 ratings)
    Data Sources
    9.0
    (3 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    IBM Planning AnalyticsMicrosoft 365
    Likelihood to Recommend
    IBM
    Ideal for large organization with complex multi-dimensional data, large budgets and dedicated administrator support. The performance of the TM1 data base is unmatched. The PAW and PAX options providing planners to work in both Excel and workspace environment. Higher Implementation efforts due to the greenfield implementations. Visualization features are not up to the mark.
    Incentivized
    Read full review
    Microsoft
    Microsoft 365 would be well suited for medium to large enterprises. This is where there are several hundreds or thousands of people. Since most everyone has used one of the applications the learning curve would be reduced. Another reason would be the ability to implement security measures to prevent access to sensitive data. This could justify the cost of an Enterprise license.
    Incentivized
    Read full review
    Pros
    IBM
    • Handle very large data volumes.
    • Scale to a large number of users.
    • Not having to compromise on business complexity.
    • It can be run by business users.
    • Availability of highly qualified consultants to support businesses.
    • REST API allows for an open eco system and a variety of solutions to extend the product.
    • Vast integration possibilities.
    • AI-infused engine with IBM Watson.
    Incentivized
    Read full review
    Microsoft
    • Chat with teams and the integrations with the other apps, and many more smaller ones, like to-dos, news, and the recent Outlook integration.
    • Easy embedding on SharePoint to broadcast all the content created in the different tools.
    • The office package is still robust with the good things from the past and new additions.
    Incentivized
    Read full review
    Cons
    IBM
    • 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
    Incentivized
    Read full review
    Microsoft
    • Slack is 1000x better than teams. Why put a 250 limit on a chat? Our company hasn't moved fully to channels and it's making us lose transparency. Plus, the teams channels we do have nobody is going to. 90% loss in visibility and engagement.
    • Teams for web meetings. I think the UI/UX should match Zoom which is the standard for all our customers. They don't like it when we use Teams.
    • Chats and Channels need to somehow be on one screen automatically without having to choose that view because majority of our company hasn't opened Teams Channels and only stays in chats.
    Incentivized
    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
    Microsoft
    There are many features of Office that we cannot replicate in any other tool. Plus people know it already. It's not going away anytime soon.
    Incentivized
    Read full review
    Usability
    IBM
    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.
    Incentivized
    Read full review
    Microsoft
    Microsoft 365 is the gold standard for performing project tasks in a professional environment, enabling the quick transfer and exchange of files and ideas for team members who work locally and remotely. Its suite of tools is familiar and has evolved to being cloud based, allowing for files to be updated in real time from near and far.
    Incentivized
    Read full review
    Support Rating
    IBM
    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.
    Incentivized
    Read full review
    Microsoft
    Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.
    Incentivized
    Read full review
    Implementation Rating
    IBM
    No answers on this topic
    Microsoft
    Everything works and I use it all the time.
    Incentivized
    Read full review
    Alternatives Considered
    IBM
    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.
    Incentivized
    Read full review
    Microsoft
    Its very user-friendly, collaborative and efficient that boosts productivity using cloud tools. their security is strong and it provides data protection. There are regular updates that shields us from attackers too. It offers a wealth of learning resources, including tutorials, help articles and video guide to help users make the most of the application and personally upgrade their skills.
    Read full review
    Return on Investment
    IBM
    • 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
    Incentivized
    Read full review
    Microsoft
    • We have a lot of nonprofit users, so they have a good ROI.
    • I like the constant updates without having to purchase the software repeatedly.
    • I used to purchase each Office (insert year here) often, so the software was up to date and had the newest options and connectors. I think my return on investment would have been much better if Microsoft had updated those versions to keep them current; after all, we did pay for them.
    • Microsoft 365's offering a monthly fee or a discount for a year helps, and you can look at it as a free backup if you have everything set to back up to One Drive. (Cloud-based document filing you can access anywhere ( with an internet connection)—you Can't beat that!)
    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