Learn how to configure and use the Crosstab Layout in PowerTable on Fabric Plan to simplify data entry and reporting. This video covers crosstab prerequisites, pivoting data by dates or lookup fields, configuring layouts, entering and aggregating data, managing header record tables, and setting up approval workflows for structured planning processes.
Learn how to create and share custom forms in PowerTable for Microsoft Fabric Plan. This video shows how to build and customize forms, organize fields, manage access and sharing, collect responses directly in a Fabric SQL database, and use forms for seamless data entry within Power Table.
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.
Learn how to add notes and comments in Intelligence Sheet within Microsoft Fabric Planning. This video covers chart and matrix annotations, threaded comments with @mentions, task assignments, Teams notifications, filter context, and collaboration features that streamline report reviews and decision-making
Learn how to use lookup columns in PowerTable for Microsoft Fabric Planning to display related data, replace IDs with meaningful values, and simplify data entry. Discover how to configure lookups, apply dynamic filters, and build hierarchical dropdowns for a more intuitive planning experience.
See how PowerTable in Microsoft Fabric Planning automates business processes with event-driven workflows. Learn how to build automations using triggers, actions, conditional logic, loops, and database operations to streamline manual tasks across your Fabric SQL database.
Learn how to configure Approval workflows in PowerTable for Fabric Planning. Set up flat, rule-based, and multi-level approvals, manage review requests, track approvals, and control data writeback with a complete approval lifecycle.
Learn how to use Explore Model in Fabric Planning to interactively analyze your semantic model. Explore data with grid and tree views, intelligent filters, Pareto analysis, drill-through, reusable presets, and shareable bookmarks—without creating reports or modifying your semantic model.
Learn how Fabric Planning reconciles revenue, cost, and marketing planned at different levels of detail into a single product-level profitability view. Using multi-dimensional allocation, this demo shows how higher-level assumptions are automatically allocated down to the product level, enabling accurate profitability analysis without manual allocations or model changes.
