Anaplan Analyst is a native Anaplan artificial intelligence (AI) tool. Ask Anaplan Analyst natural-language questions about your Anaplan models to produce live insights, visualizations, and links to relevant dashboards. With connected, context-aware conversational AI, Anaplan Analyst rapidly finds answers from your business data. 

Anaplan Analysts can be configured and managed by an AI administrator in Agent Studio. 

Note: Anaplan Analyst is an entitled service and requires a separate subscription. Your Customer Success Business Partner can help you with this.

Analysts for Anaplan applications

Analysts for Anaplan applications are pre-built analysts for Anaplan supply chain, workforce, sales, and finance applications: 

  • Supply Chain Analyst
  • Workforce Analyst
  • Sales Analyst
  • Finance Analyst

Custom Analyst for custom applications

You can create tailored AI-powered analysts for any custom model or use case with Agent Studio.

Get started

Note: Anaplan Analysts adheres to your model's access control settings. This means that you can only view or manage data via Anaplan Analyst if you have access to it. Changes to selective access settings take effect the next time your data syncs. Role-based access updates when a model role changes. 

To get started with Anaplan Analyst:

  1. Select on the upper right of the page.
  2. Select a suggested question or enter a question in the search field at the bottom.
    Suggested questions can be configured in Agent Studio by an AI administrator.
  3. Select or press Enter on your keyboard.
    Your answer displays in the panel. 
  4. You can ask Anaplan Analyst follow-up questions, or start a new conversation by selecting New at the top of the panel.

In addition to your answer, Anaplan Analyst generates a list of relevant pages. Select a page to open it in a new tab. 

Use the toolbar above the question field to:

  • Explore available data
  • Create a task
  • Check sources for this response
  • Start a new conversation

Explore available data 

Select Explore available data to see a list of data sources configured for your analyst. Data sources are configured in Agent Studio by an AI administrator.

Create task 

Select Create task to create a task.

  1. Enter the task name in the Title field, describe the task in the Task instructions field, and select Next.
  2. Use the Assign to dropdown to select a user, then select Next.
  3. Set the format, either a specific date or no due date.
  4. Set the day and time.
  5. Use the dropdown to set the time zone.
  6. Select Create task, and then select Done.

The task assignee will be notified in Anaplan and via email. 

Check sources for this response 

Select Check sources for this response to see the workspace, model, module, line item, and dimension your answer was generated from. 

Start a new conversation

Select to start a new conversation.

Use this option when:

  • You ask about a new topic, or ask about something that's not a follow-up to your previous question.
  • Anaplan Analyst doesn't answer your question as you expect.