Introducing Intelligent Planning

With this release, we introduce intelligent planning for anomaly detection and outlier reporting. This enables you to quickly identify outliers by general ledger accounts in standard sheets. This also enables you to compare the machine learning predictions against your plans and budgets to analyze and create more robust and accurate models.

Watch the video:
6m 19s

See Steps: Set Up Intelligent Planning and FAQ: Intelligent Planning.

Machine Learning Prediction Version

Release: 2020-09-11

You can now enable machine learning for anomaly detection and outlier reporting.

Note: To enable this functionality, you must:

Create a forecast version with the name AIML-FORECAST, which holds the predictive values, and then

Submit a support ticket to request anomaly detection and outlier reporting.

See Create Prediction Versions for Intelligent Planning.

Anomaly Detection in Sheets

Release: 2020-09-11

To enable you to detect outliers and unexpected data, we deliver a new Detect Anomalies button on standard sheets. When you use the button, we compare this data against the predictions:

General ledger and custom account data.

Standard sheets.

Plan versions.

Web sheets, not Excel Interface for Planning sheets.

If a value falls outside of the predicted range, we highlight the cell to alert you to a possible anomaly.

Note: We don't detect anomalies for individual splits, or rollups for time, levels, or dimension.

See Detect Anomalies in Sheets.

Outlier Reporting

Release: 2020-09-11

We now enable you to quickly analyze variances between your plan data and the predicted version. You can create a matrix report with the prediction version and 1 or more plan versions. You can also use report calculations to display the variance and then define your own outliers with conditional formatting.

See Steps: Build Outlier Reports.