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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 BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    Pricing
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    Editions & Modules
    Essentials
    $825
    per month 5 users
    Standard
    $1,650
    per month 10 users
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    Offerings
    Pricing Offerings
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    Free Trial
    YesNo
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    Considered Both Products
    IBM
    Chose IBM Planning Analytics
    Microsoft BI's strength is in dashboarding, whereas IBM Planning Analytics outshines it with its capabilities in budgeting, forecasting, consolidations, scenario modeling and performance.
    Incentivized
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    128 Answers
    100%
    Would buy again
    15 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    114 Answers
    100%
    Delivers good value for the price
    15 Answers
    Happy with the feature set
    97%
    Happy with the feature set
    125 Answers
    100%
    Happy with the feature set
    15 Answers
    Lived up to sales and marketing promises
    97%
    Lived up to sales and marketing promises
    89 Answers
    100%
    Lived up to sales and marketing promises
    13 Answers
    Implementation went as expected
    93%
    Implementation went as expected
    104 Answers
    100%
    Implementation went as expected
    11 Answers
    Features
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    BI Standard Reporting
    Comparison of BI Standard Reporting features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    7.6
    116 Ratings
    1% above category average
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    Pixel Perfect reports7.6102 Ratings8.546 Ratings
    Customizable dashboards7.7116 Ratings9.653 Ratings
    Report Formatting Templates7.5109 Ratings8.951 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    3% above category average
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    Drill-down analysis8.5119 Ratings8.548 Ratings
    Formatting capabilities7.9120 Ratings8.253 Ratings
    Integration with R or other statistical packages7.992 Ratings8.342 Ratings
    Report sharing and collaboration7.8118 Ratings8.953 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    8.1
    116 Ratings
    2% above category average
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    Publish to Web7.9109 Ratings9.348 Ratings
    Publish to PDF8.2109 Ratings9.148 Ratings
    Report Versioning8.3106 Ratings7.444 Ratings
    Report Delivery Scheduling8.298 Ratings8.547 Ratings
    Delivery to Remote Servers00 Ratings8.426 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    7.5
    117 Ratings
    2% above category average
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.1117 Ratings9.651 Ratings
    Location Analytics / Geographic Visualization7.7109 Ratings8.748 Ratings
    Predictive Analytics7.8107 Ratings7.845 Ratings
    Pattern Recognition and Data Mining6.638 Ratings8.76 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    5% below category average
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    Multi-User Support (named login)8.1120 Ratings9.449 Ratings
    Role-Based Security Model7.7121 Ratings9.347 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.0122 Ratings8.949 Ratings
    Report-Level Access Control7.549 Ratings9.36 Ratings
    Single Sign-On (SSO)8.4114 Ratings9.431 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    7.6
    105 Ratings
    4% above category average
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    3% above category average
    Responsive Design for Web Access7.7102 Ratings8.239 Ratings
    Mobile Application7.666 Ratings8.030 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.676 Ratings7.839 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    8.4
    131 Ratings
    4% above category average
    Microsoft BI (MSBI)
    -
    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 BI (MSBI)
    Feature
    IBM Planning Analytics
    8.5
    122 Ratings
    9% above category average
    Microsoft BI (MSBI)
    -
    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 BI (MSBI)
    Feature
    IBM Planning Analytics
    8.8
    123 Ratings
    8% above category average
    Microsoft BI (MSBI)
    -
    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 BI (MSBI)
    Feature
    IBM Planning Analytics
    8.4
    125 Ratings
    11% above category average
    Microsoft BI (MSBI)
    -
    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 BI (MSBI)
    Feature
    IBM Planning Analytics
    8.7
    123 Ratings
    7% above category average
    Microsoft BI (MSBI)
    -
    Ratings
    Flat file integration8.7120 Ratings00 Ratings
    Excel data integration9.0120 Ratings00 Ratings
    Direct links to 3rd-party data sources8.6112 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of IBM Planning Analytics and Microsoft BI (MSBI)
    Feature
    IBM Planning Analytics
    -
    Ratings
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    REST API00 Ratings9.221 Ratings
    Javascript API00 Ratings8.821 Ratings
    iFrames00 Ratings8.820 Ratings
    Java API00 Ratings8.718 Ratings
    Themeable User Interface (UI)00 Ratings8.021 Ratings
    Customizable Platform (Open Source)00 Ratings7.319 Ratings
    Best Alternatives
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    Centage
    Score9.4 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    Likelihood to Recommend
    8.0
    (132 ratings)
    8.9
    (77 ratings)
    Likelihood to Renew
    9.1
    (5 ratings)
    8.0
    (25 ratings)
    Usability
    7.8
    (69 ratings)
    8.9
    (19 ratings)
    Availability
    -
    (0 ratings)
    9.5
    (2 ratings)
    Performance
    -
    (0 ratings)
    7.0
    (2 ratings)
    Support Rating
    7.3
    (93 ratings)
    8.9
    (15 ratings)
    In-Person Training
    -
    (0 ratings)
    6.9
    (3 ratings)
    Online Training
    -
    (0 ratings)
    8.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.6
    (7 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Data Sharing and Collaboration
    9.0
    (3 ratings)
    8.5
    (42 ratings)
    Data Sources
    9.0
    (3 ratings)
    8.4
    (41 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    IBM Planning AnalyticsMicrosoft BI (MSBI)
    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 BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
    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
    • Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
    • Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
    • Transfer of data from one application to another via Excel and comparison of data attributes between applications
    • Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.
    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
    • MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
    • It would be a lot better if it is a little low on cost.
    • it needs to create opportunities little more than they do regarding customization of some very unique visualization effects
    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
    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    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
    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Incentivized
    Read full review
    Reliability and Availability
    IBM
    No answers on this topic
    Microsoft
    The product has been reliable.
    Read full review
    Performance
    IBM
    No answers on this topic
    Microsoft
    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
    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
    MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
    Incentivized
    Read full review
    In-Person Training
    IBM
    No answers on this topic
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review
    Online Training
    IBM
    No answers on this topic
    Microsoft
    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
    Read full review
    Implementation Rating
    IBM
    No answers on this topic
    Microsoft
    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
    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
    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    Incentivized
    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
    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Incentivized
    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