Integrating IBM Planning Analytics and Promptly's GPT API's for AI-Powered Insights in Google Sheets

In the realm of analytics and AI, integrating different technologies to leverage their combined strengths could be a game-changer. I recently embarked on a project that seamlessly combines IBM Planning Analytics Rest API's capabilities with Promptly's GPT AI engine, all within the familiar interface of Google Sheets. This integration allows users to analyze data and generate AI-driven insights effortlessly. Here's a step-by-step guide on how I achieved this.

Step 1: Select a Cube in Google Sheets

Data is purposely masked

The first step involves choosing a specific cube from IBM Planning Analytics. In Google Sheets, I used a simple script to create a dropdown menu listing all available cubes. Selecting a cube prompts the script to communicate with the IBM Planning Analytics REST API to fetch its views for the next step.

Step 2: Select a View of the Cube

Data is purposely masked

Once a cube is chosen, the next task is to pick a particular view. This selection is vital as it narrows down the data for analysis. The script in Google Sheets offers another dropdown for this purpose, making the selection process straightforward.

Step 3: Data Retrieval in the Same Format as the View

Data is purposely masked

Once a view is selected, the view's data then is retrieved via the IBM Planning Analytics REST API. The beauty of this integration is that the data appears in Google Sheets in the exact same format as defined in the view, including all dimensions and measures. This process ensures that the user works with a familiar data structure, making analysis more intuitive.

Step 4: Type in a Meaningful Prompt for Promptly's AI Engine

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With the data ready, the interaction with Promptly's AI engine begins. In a designated cell, I enter a prompt relevant to the data. This prompt could be a query or a request for a specific analysis, tailored to the data’s context.

Step 5: Click on the Submit Button

Entering the prompt is followed by clicking a custom "Submit" button, scripted in Google Sheets. This action sends the view data along with the prompt to Promptly's GPT API. The integration is designed for efficiency and security, ensuring seamless communication between Google Sheets and Promptly.

Step 6: Promptly Returns an Insightful Response

Data is purposely masked

The final step is where Promptly's GPT AI engine processes the prompt and returns an insightful response. The response, generated based on the AI's analysis of the prompt and the underlying data, appears directly in Google Sheets.

Conclusion

This integration exemplifies the power of combining different technological solutions to create a more powerful tool. By leveraging IBM Planning Analytics' Rest API and Promptly's GPT AI capabilities, all within the accessibility of Google Sheets, I was able to create an application that is not only powerful in its analytical capabilities but also user-friendly and accessible to a broad range of users. Hopefully, this project demonstrates the immense potential of AI in transforming data analysis and decision-making processes in businesses.

Christoph Hein

Managing Director at Intito | Expert in Finance & Sustainability Planning | TM1 Fanboy | Advocate for a Sustainable Future

1 年

Very cool! Thanks for sharing this use case for #tm1.

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Grace Hencey

Senior Business Intelligence Engineer at Tractor Supply Co

1 年

That’s awesome!

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