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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

    Pentaho

    Score6 out of 10
    N/APentaho is a suite of open source business intelligence and analytics products, now offered and supported by Hitachi Data Systems since the June 2015 acquisition.N/A
    Pricing
    IBM Planning AnalyticsPentaho
    Editions & Modules
    Essentials
    $825
    per month 5 users
    Standard
    $1,650
    per month 10 users
    No answers on this topic
    Offerings
    Pricing Offerings
    IBM Planning AnalyticsPentaho
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    IBM Planning AnalyticsPentaho
    Considered Both Products
    IBM
    No answer on this topic
    Hitachi Vantara
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    128 Answers
    100%
    Would buy again
    5 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    114 Answers
    100%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    97%
    Happy with the feature set
    125 Answers
    100%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    97%
    Lived up to sales and marketing promises
    89 Answers
    No answers on this topic
    Implementation went as expected
    93%
    Implementation went as expected
    104 Answers
    80%
    Implementation went as expected
    4 Answers
    Features
    IBM Planning AnalyticsPentaho
    BI Standard Reporting
    Comparison of BI Standard Reporting features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    7.6
    116 Ratings
    1% above category average
    Pentaho
    9.0
    20 Ratings
    10% above category average
    Pixel Perfect reports7.6102 Ratings8.618 Ratings
    Customizable dashboards7.7116 Ratings9.918 Ratings
    Report Formatting Templates7.5109 Ratings8.718 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    3% above category average
    Pentaho
    8.7
    19 Ratings
    8% above category average
    Drill-down analysis8.5119 Ratings7.618 Ratings
    Formatting capabilities7.9120 Ratings8.319 Ratings
    Integration with R or other statistical packages7.992 Ratings9.312 Ratings
    Report sharing and collaboration7.8118 Ratings9.717 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    8.1
    116 Ratings
    2% above category average
    Pentaho
    9.7
    20 Ratings
    17% above category average
    Publish to Web7.9109 Ratings9.618 Ratings
    Publish to PDF8.2109 Ratings9.819 Ratings
    Report Versioning8.3106 Ratings9.713 Ratings
    Report Delivery Scheduling8.298 Ratings9.917 Ratings
    Delivery to Remote Servers00 Ratings9.310 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    7.5
    117 Ratings
    2% above category average
    Pentaho
    8.1
    17 Ratings
    1% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.1117 Ratings7.916 Ratings
    Location Analytics / Geographic Visualization7.7109 Ratings8.216 Ratings
    Predictive Analytics7.8107 Ratings8.314 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 Pentaho
    Feature
    IBM Planning Analytics
    8.0
    122 Ratings
    5% below category average
    Pentaho
    9.1
    20 Ratings
    7% above category average
    Multi-User Support (named login)8.1120 Ratings9.320 Ratings
    Role-Based Security Model7.7121 Ratings9.619 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.0122 Ratings9.918 Ratings
    Report-Level Access Control7.549 Ratings00 Ratings
    Single Sign-On (SSO)8.4114 Ratings7.610 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    7.6
    105 Ratings
    4% above category average
    Pentaho
    8.3
    11 Ratings
    7% above category average
    Responsive Design for Web Access7.7102 Ratings9.710 Ratings
    Mobile Application7.666 Ratings6.97 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.676 Ratings8.711 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of IBM Planning Analytics and Pentaho
    Feature
    IBM Planning Analytics
    8.4
    131 Ratings
    4% above category average
    Pentaho
    -
    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 Pentaho
    Feature
    IBM Planning Analytics
    8.5
    122 Ratings
    9% above category average
    Pentaho
    -
    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 Pentaho
    Feature
    IBM Planning Analytics
    8.8
    123 Ratings
    8% above category average
    Pentaho
    -
    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 Pentaho
    Feature
    IBM Planning Analytics
    8.4
    125 Ratings
    11% above category average
    Pentaho
    -
    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 Pentaho
    Feature
    IBM Planning Analytics
    8.7
    123 Ratings
    7% above category average
    Pentaho
    -
    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 Pentaho
    Feature
    IBM Planning Analytics
    -
    Ratings
    Pentaho
    8.6
    10 Ratings
    10% above category average
    REST API00 Ratings8.310 Ratings
    Javascript API00 Ratings9.09 Ratings
    iFrames00 Ratings7.39 Ratings
    Java API00 Ratings8.79 Ratings
    Themeable User Interface (UI)00 Ratings8.910 Ratings
    Customizable Platform (Open Source)00 Ratings9.610 Ratings
    Best Alternatives
    IBM Planning AnalyticsPentaho
    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 AnalyticsPentaho
    Likelihood to Recommend
    8.0
    (132 ratings)
    9.1
    (31 ratings)
    Likelihood to Renew
    9.1
    (5 ratings)
    8.8
    (11 ratings)
    Usability
    7.8
    (69 ratings)
    9.3
    (6 ratings)
    Support Rating
    7.3
    (93 ratings)
    9.3
    (7 ratings)
    Online Training
    -
    (0 ratings)
    9.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    5.0
    (1 ratings)
    Data Sharing and Collaboration
    9.0
    (3 ratings)
    8.4
    (16 ratings)
    Data Sources
    9.0
    (3 ratings)
    8.6
    (16 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    IBM Planning AnalyticsPentaho
    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
    Hitachi Vantara
    Pentaho is very well suited to perform data extraction & data mining from various cloud storage & transform that data using various available data models. However, the software struggles when it comes to visualizing the extracted data in an appealing manner & can be difficult for end-users to get an understanding of data tables created using those models.
    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
    Hitachi Vantara
    • Integrate and synchronize with big data easily
    • Import data from any sources and different databases
    • Managing data in on-premise, hybrid and cloud environments.
    • Compatibility and flexibility of the platform with any type of scenario and any business or industry
    • Various tools in the software suite to transformation of data
    • Simple interface appearance and creative UI graphics
    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
    Hitachi Vantara
    • I think the relative obscurity of the tool is a downside, not as many developers, consultants or peers you can tap into.
    • Lack of a solid user community held us back, looking at Power BI and Qlik, they have huge user communities that help each other out. Would have liked that here.
    • Smaller company means smaller sales force, and the lack of a local presence made it hard to only interact online with the account rep. Other companies have someone local who often stops by with pre-sales developers to just pitch in free of charge when they have time.
    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
    Hitachi Vantara
    I will use Pentaho until I find a better tool with a better, easier to use report designer client. For now, Pentaho has been the most powerful reporting tool for our clients because of its ability to connect to Odoo, integrate in Odoo (reports are accessible in Odoo) and the flexibility in report design and parameter integration
    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
    Hitachi Vantara
    The Pentaho tools are designed so you can start playing around on your own. Of course, you will need guidance at some point, but the training teams are good at guiding new users, and the online documentation is usually pretty up-to-date.
    Some of the tools, such as the Pentaho Data Integration tool and the Pentaho Server, are pretty self-explanatory. The other tools maybe are not so quickly and obvious to use, but again, with some documentation and some customer support, you can find your way around them.
    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
    Hitachi Vantara
    They were responsive to our questions when we raised issues. They gave us workarounds when required. They were quite knowledgeable when it came to issue analysis and providing fixes. They were forthright in informing us if a bug was not due for release soon.
    Incentivized
    Read full review
    Online Training
    IBM
    No answers on this topic
    Hitachi Vantara
    Course Taken: DI1000 Pentaho Data Integration Fundamentals Setup A week before your class started, the instructor will start sending out class material and lab setup instructions. This is helpful so that you understand how the environment is laid out and can start reviewing the content. Ultimately it saved about a 1/2 day trying to setup with 10 other people online which was great! The Course The 3-day course was laid out like many other technical classes with 15-30 minutes instruction and 15-60 minutes of lab exercises. The instructor was very knowledgeable with the functionality from version to version and answered questions as we went along. I was amazed at some of the functionality that was available that I was not using at the time and quickly implemented changes to many existing transformations and jobs. The novice users seemed to catch on quickly and more experienced users explained how some of the functionality was used in their home environments. Towards the end there was enough time so that we were able to ask very directed questions about our own environments. Overall, I really found the class to be informative and deliver enough information to be dangerous. My skills improved and I was able to design better and efficient transformations for the HIE. Course Description: https://training.pentaho.com/instructor-led-training/pentaho-data-integration-fundamentals-di1000
    Read full review
    Implementation Rating
    IBM
    No answers on this topic
    Hitachi Vantara
    Get the right people in before starting implementation. Start small and build as you go approach is time consuming and involves lot of rework. Evangalize within the organization the capabilities and limitations equally so that correct delivery expectations are set. Set expectations with the Customer that the tool cannot replace proprietary software in terms of stability/usability and that timelines could change given the new ness of the product.
    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
    Hitachi Vantara
    Since the Pentaho platform offers a range of broad functionality across data preparation and advanced analytics, it also can be easily integrated to support many data sources and machine-learning frameworks. Based on that fact, we selected Pentaho to be used in our internal department. It also supports many of our BI use cases as required by company management or the business user. Last but not least, the Pentaho license is cheaper than their competitor.
    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
    Hitachi Vantara
    • Pentaho has improved our overall business process.
    • Pentaho has helped the Managers and Directors to analyze the numbers going up and down from time to time.
    • We have a started a big project using Pentaho that is going to include all the business processes in the organization.
    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