Plan Directly on Your Semantic Models on Microsoft Fabric

Learn how to work with Intelligence Sheet in Microsoft Fabric Plan. Explore the report layout, customize visuals, manage themes and interactions, configure comments and security, and switch seamlessly between editing and reading modes to build interactive reports.

See how Microsoft Fabric simplifies Master Data Management with PowerTable in Microsoft Fabric Planning. Import data from CSV or Excel, configure approvals and workflows, apply formulas and conditional formatting, manage data quality, and collaborate with built-in governance all within a connected, no-code data management experience.

Explore the PowerTable interface and learn how to create and manage no-code data apps, configure approvals and workflows, automate business processes, apply access controls, collaborate with comments and bookmarks, and manage enterprise data in a unified experience.

See how Microsoft Fabric simplifies P&L forecasting with connected planning. Create budgets and forecasts from historical data, simulate scenarios, collaborate across teams, and manage allocations with a code-free planning experience.

Master multidimensional planning and allocation in Microsoft Fabric with this hands-on session on Fabric Plan Cube, where real-world use cases like expense allocation, chart of accounts allocation, forecast allocation, and gross margin calculation are demonstrated using Cube in Fabric Plan. Learn how to build multidimensional planning models, handle related and unrelated dimensions without coding, perform bidirectional allocations, allocate OPEX across products and channels, create gross margin calculations using reference measures, and connect Power BI semantic models to Fabric Plan. This session also covers practical implementation steps including setup connections, planning sheets, allocation logic, and spread/distribution techniques for enterprise FP&A and planning workflows.

What if your data platform could not only analyze the past but also plan the future? In this session, we introduce Planning in Microsoft Fabric—a powerful new workload that brings end-to-end enterprise planning directly into the Fabric ecosystem. Fully integrated with OneLake, Power BI, and Fabric IQ, this capability enables teams to build revenue plans, run scenario analysis, collaborate in real time, and write back plans seamlessly to the data layer. With built-in security, auditability, and no per-seat licensing, Planning in Fabric transforms how organizations forecast, experiment, and align on business goals—unlocking a new level of intelligence for AI-driven decision-making.

AI innovation is accelerating, and intelligent agents are becoming embedded in everyday workflows—from command lines to team collaboration. In this keynote, discover how Microsoft Fabric is powering this shift with a unified data estate that brings together operational, real-time, and analytical data. Learn how Fabric enables better context engineering for agents to reason, act, and deliver real business value. Explore the latest advancements, including the Database Hub, Fabric IQ with business-ready ontology models, expanded data integration capabilities, and new planning workloads for enterprise performance management. Get a preview of what’s next for data and operations agents as Fabric continues to evolve as a complete data platform for the AI era.

Writeback - one of the most requested capabilities in the Power BI community—is now native in Microsoft Fabric with the introduction of Fabric Plan Item in Fabric IQ. In this session, Gopal Krishnamurthy and Reid Havens walk through how native writeback works in Fabric Planning—from building planning apps on semantic models and enabling stakeholder collaboration, to writing inputs back into Fabric SQL and governing data with PowerTable’s live writeback. They also cover variance commentary and intelligent writeback using Intelligence Sheets, making this a must-watch for FP&A, operations teams, and BI developers looking to move beyond spreadsheets and build enterprise-grade planning solutions directly in Fabric.

Discover how Microsoft Fabric Planning is revolutionizing Enterprise Performance Management within the Power BI ecosystem. This session explores native write-back capabilities, multi-dimensional forecasting, and seamless master data management-empowering FP&A teams to transition from disconnected spreadsheets to a unified, secure data platform.

Learn how to set up and configure Fabric Planning from start to finish in this step-by-step tutorial. This video covers tenant settings, semantic model connections, RLS behavior, SQL connections, viewer access, and optional writeback configuration in Microsoft Fabric Planning. Discover how to enable collaboration, manage permissions, and ensure seamless planning workflows for your organization.