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Using Forms and Automations in Microsoft Fabric

Discover how Microsoft Fabric Planning streamlines asset management with forms and automation. This demo shows how to capture employee requests through forms, automatically update records, and trigger workflows that connect across Fabric SQL tables.

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Setting up access controls

See how Microsoft Fabric Planning strengthens data management with access controls and approval workflows. This demo shows how to restrict edits at row and column level, define rules for updates and deletes, and configure multi-level approvals to safeguard data quality.

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Setting up a time tracker

See how Microsoft Fabric Planning streamlines employee time tracking with flexible data structures and intuitive layouts. This demo shows two setup methods—using a single time entries table or a split time sheets and entries model—both enhanced with crosstab layouts for easier navigation, entry, and analysis.

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Resource assignments and delivery review

See how Microsoft Fabric streamlines task assignments, approvals, and automated status updates. This demo shows how to manage workloads in resource view, submit structured approval requests, and configure automation rules to handle status transitions without manual effort.

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Project Scheduling with Gantt view

See how Microsoft Fabric makes project and task management interactive and connected to your data. This demo shows how to configure Gantt layouts, update timelines, manage dependencies, track baselines, and highlight risks with conditional formatting.

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Manage reference data for planning app 

Discover how Microsoft Fabric Planning integrates reference data management into revenue planning. In this demo, we configure a 2026 territory plan using Direct Lake semantic models, enrich dimensions with customer type and subregion via PowerTable, and write updates back to Fabric SQL.

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An Asset Tracking Data App

See how Fabric Planning transforms a simple asset tracking spreadsheet into a collaborative data app. This demo walks through uploading data into a Fabric SQL database, configuring lookups, rendering images, adding formula columns, and applying conditional formatting—all without writing code

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