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9. Data Writeback

9.1. Core Writeback Capabilities9.2. Destination Configuration9.3. Writeback Configuration9.4. Security and Permissions9.5. Writeback Logs

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8. Scenario planning

8.1. Create and configure a Scenario8.2. Bidirectional Simulations and Bulk Edit8.3. Compare Scenarios8.4. Scenarios in Tree layout

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7. Optimizer Solver in Fabric Planning

7.1. Optimizer Solver for Target-based Goal Seek7.2. Optimizer Solver for Direction-based Goal Seek

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6. What-if simulations

Use this guide to explore data writeback in Plan. Explore core writeback capabilities, configure and manage multiple destinations, choose from different configurations for writeback and set writeback permissions. Finally, view detailed logs for each instance of writeback.

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5. Forecasts, rolling forecasts & statistical forecasts

Use this guide to learn how to create scenarios, and configure scenario settings and security. Leverage bidirectional simulations and bulk edit to instantly understand impact, and compare scenarios with automated variance values. Finally, create scenarios and explore simulations in tree layout to understand how each scenario affects the entire value chain.

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4. Top-down allocations

Explore easy top-down allocations across business and date hierarchies using trends and weights. Set data validation rules including rules for upper and lower bounds for values and locking rules. Leverage multi-dimension allocation using the Cube feature to break values down across multiple dimensions, and stream allocation values in real-time across multiple sheets.

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3. Entering plans and budgets

Dive into the no-code interface to learn how to input data fields including formula, number, text, and list fields, and create simulation fields to enter plans and budgets. Learn to create a forecast with automated period close, extend the forecast time period to create a rolling forecast, and explore statistical forecast capabilities.

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2. Creating your first planning app

Kickstart your Plan journey by creating and configuring your first planning app. Build a Planning sheet, explore the interface and understand basic interactions including choosing layouts, managing hierarchies, and sorting. Learn the basics of creating forecasts and writing your data to different destinations.

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1. A quick introduction to Plan

Use this guide to understand what Plan is, and explore how its core capabilities can help you accelerate AI readiness by integrating planning, analytics and data apps on a single platform.

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Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

Get Lumel Brochure

Enhance your BI, analytics and xP&A use cases with our no-code Data App suite for Power BI.
Download now
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