Explore filtering in Fabric Plan to quickly narrow planning data, create focused views, and apply advanced conditions across connected sheets. Learn how filter context enables separate, dimension-specific forecasts on the same planning sheet.
Create roll-up columns in PowerTable to aggregate data from related tables and bring summarized values into a parent table. Learn how to apply filters, calculate aggregated values, and use roll-up columns to build dynamic calculations in Fabric Plan.
Configure Summary Bar in the Resource Layout to visualize planned workload, actual effort, and resource performance in one place. Customize metrics, apply conditional formatting, and track resource utilization with automatically aggregated values across different timescales.
Explore Bidirectional cube planning in Fabric Plan to keep data synchronized across different planning grains. Push top-down changes from higher-level plans to detailed dimensions and automatically roll detailed updates back up, keeping forecasts aligned across planning levels without manual reconciliation.
Build High-Volume Connected Planning with PowerTable by creating detailed, product-level forecasts at scale, reviewing and updating them through Crosstab, and rolling them up to higher planning levels. Apply high-level forecast overrides while keeping detailed forecasts intact and maintaining a single source of truth.
Learn how to build a P&L hierarchy using Row Model in Microsoft Fabric Plan. Create connected financial models with data source, formula, aggregate, and input rows, automate rollups, simulate changes, apply conditional formatting, collaborate through comments, and analyze trends with detailed views.
Learn how to create and use relation columns in PowerTable for Microsoft Fabric Plan. This video shows how to connect related tables, apply conditions to filter records, and drill through from parent records to their related details.
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.
