Learn how to set up Microsoft Fabric Plan session types in the Fabric admin portal. This video shows how to enable the Planner and Stakeholder persona upgrades in tenant settings, scope them to your organization or specific security groups, turn on the oversubscription warning, and create your first Plan item.
Learn how Microsoft Fabric Plan assigns Planner, Stakeholder, and Viewer personas automatically based on what each user does. See what each persona can do across Planning, PowerTable, and Intelligence, which actions upgrade a session, and how a Stakeholder session covers most reporting and data app work. Every session starts as a Viewer and lasts 30 days.
Configure the Facet Filter in SuperFilter to create dynamic, categorized filtering experiences in Power BI. Learn how to customize filter styles, search and ranking options, saved filters, conditional formatting, and more for faster data exploration.
Create interactive Gantt charts Fabric Plan by using PowerTable to visualize project timelines, manage tasks, and track schedules more effectively. Learn how to import Excel data with PowerTable, configure a Gantt layout, customize labels and task bars, and update schedules directly from the timeline.
Learn how to configure approval workflows and commenting in Fabric Planning. This video covers approval setup, Teams notifications, row-level approvers, approval status management, comment collaboration, and security settings for streamlined planning workflows.
Learn how to configure task hierarchies in PowerTable Gantt. This video covers both supported hierarchy types - ID & Parent ID and Multiple Column Hierarchy - along with organizing tasks, managing subtasks, and navigating project structures with ease.
Learn how to create, compare, and manage project baselines in PowerTable Gantt. This video demonstrates how to create new baselines, compare project schedules over time, restore or manage existing baselines, and use baseline-derived columns to track schedule variance and measure project progress.
Learn how to create, manage, and customize milestones in PowerTable. This video covers creating milestone tasks, converting existing tasks into milestones, displaying multiple milestones for a single task, and customizing milestone icons, colors, and images to better track key project deadlines, approvals, and review checkpoints.
See how Microsoft Fabric Plan enables governed SQL writeback for enterprise planning. Configure writeback destinations, control data formats and filters, automate writeback, validate data, manage multiple scenarios, and handle schema changes with ease.
Learn how to build rolling forecasts in Microsoft Fabric Planning by combining manual planning with statistical forecasting. See how forecast versions are managed, how actuals are incorporated into future forecast cycles while preserving previous versions, and how forecasts remain continuously updated as new actuals becomes available.
