Trend Analysis helps users to explore trends and seasonality across hierarchy members (leaf and rollups) in Dynamic Reports. This feature allows users to see a report’s current and future data trends, even when a cell hasn't been flagged as a Signal by the Predict Engine. This ensures users can analyze data contextually, with or without Signal flags, in a consistent and intuitive UI.
For users with Planful AI Analyst enabled, Trend Analysis includes an Explain option to view AI-generated forecast explanations.
Users can access Trend Analysis from:
How to Access Trend Analysis in Reports
Navigate to Reports.
Open the desired Dynamic Report from the list.
Right-click on the desired cell and select Trend Analysis.
The Trend Analysis screen displays.
You can view the following features:
Projected Future Trends and seasonal patterns for any hierarchy members (Leaf or Roll-up) for both Signal or non-Signal cells
AI projections, visually differentiated with:
Solid lines for actuals
Dotted lines for projections (current and future fiscal years)
Note:
The trend analysis will not show for the following line types:
Header line
Excel line
Row title
Variance type
Calculated Members
Hierarchy Members with insufficient historical data
Click the Chart Only toggle to view the data table grid below the chart.
Click Explain to generate AI forecast explanations describing how values were predicted, including:
Key historical trends.
Recognizable seasonal or repetitive patterns.
Missing data periods or significant anomalies.
How these factors contributed to the final forecasted value.
Note:
The Explain option is applicable only to Planful AI Analyst users.
How to Access Trend Analysis via Planful AI Analyst Assistant
Click Planful AI on the top toolbar.
In the Analyst mode, ask a Predict-related question.
In the results table, right-click on any data.
Select Prediction Context.
In the Trend Analysis window, click Explain to view the AI forecast explanations.
The AI forecast explanations displays in the Planful AI Summary drawer.