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.
Learn how to add custom columns and calculations directly in Microsoft Fabric Intelligence Sheet without modifying your Power BI semantic model. Create time intelligence measures, financial calculations, moving sum analysis, planning-sheet-driven measures, and data input columns, then reorder and manage them from a centralized interface—all without DAX or model changes.
Learn how to insert and manage rows in Microsoft Fabric Intelligence Sheet without modifying your semantic model. Create template rows, custom calculations, percentage contribution, and data input rows, then manage, reorder, and update them from a single place.
Learn how to consolidate planning data across multiple regions, granularities, and currencies in Microsoft Fabric Planning. Connect regional plans with live exchange rates using InfoBridge to automatically convert local currencies into a unified global plan in a single functional currency.
