Session 1: AIssisted™ Planning
Lesson 5 – Planning

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What will you learn:

  • Annual planning

  • Top down planning

  • Bottom up planning

  • Get familiar with these planning reports

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Welcome to Jedox Business Solutions, an add-on course designed to cover the Professional and Expert-level curriculum (300 and 400-level courses) as outlined by the Jedox Academy. Here you will learn how to use Jedox for your company’s business intelligence and corporate performance management needs with guidance provided by the Head of Academy, Thomas Arampatzis, among other experts, and Online Education Consultant, Sabrina Sebens.

This lesson gives you insights into the first reports included the AIsissted™ Planning package. Peter Strohm first demonstrates the planning process with a regional forecast report, explaining how the algorithms can save time by comparing the planning data to the AI’s prediction. The prediction also shows upper and lower boundaries. He continues through annual, top down, and bottom up planning, and finishes off with a quick overview report that is of interest to controllers, among others.

  • Course Type

    Business Solutions

  • Duration

    12:31 min
  • Language


  • Speaker

    Peter Strohm
    Sabrina Sebens

Learn More

Get familiar with Jedox as a platform by watching our Platform Basics course, where you can learn how to create ad-hoc reports, customized reports, and set up data models among other things. Don’t forget that you can try out Jedox for yourself for free with a 14-day Cloud trial or for 30 days with a standard trial, and check out the Jedox Blog for some great practical examples and our user documentation resource at the Jedox Knowledge Base.

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