Analyze, plan, and compare sales across categories with a powerful multi-trellis variance workflow in Fabric Plan. This walkthrough shows how to build dynamic planning scenarios, simulate assumptions, and transform them into clear, scalable visual analysis using the Intelligence Sheet. From structured layouts to clutter-free design and consistent scaling, learn how to turn complex data into intuitive, decision-ready insights.
Learn how Lumel Plan helps finance teams create IBCScompliant P&L variance reports with live data and governed metrics. This demo shows how to link semantic models, apply waterfall charts, calculate variances, and refine visuals for clarity and precision.
Watch how Fabric Plans’ intelligence sheet helps finance teams build professional income statements in minutes. This demo shows how to connect governed data, apply financial templates, format according to IBCS standards, and calculate key profitability metrics—all within a structured matrix visual.
Learn how to export fully formatted financial and paginated reports from Intelligence Sheets in Microsoft Fabric Planning. In this video, we demonstrate how to configure pagination, apply conditional formatting, and export reports to Excel, PDF, and CSV while preserving layouts, hierarchies, expand/collapse controls, page breaks, headers, footers, and formatting. Built directly on top of Power BI semantic models, Microsoft Fabric Planning enables finance and operations teams to create distribution-ready reports without data duplication, ensuring what you see on the Intelligence Sheet is exactly what gets delivered.
Discover how to create paginated reports in Microsoft Fabric Planning using Intelligence Sheets. This session explores how to build matrix-based reports with interactive filters, configure row and column-based pagination, introduce custom page breaks, and personalize headers and footers with logos, slicer breadcrumbs, timestamps, and pagination details. Learn how to blend actuals, plans, and forecasts in a single report and generate pixel-perfect, export-ready reports natively within Microsoft Fabric Planning.
Learn how Microsoft Fabric Planning seamlessly integrates planning data with reporting and analytics. In this video, we demonstrate how targets captured in Planning Sheets can be combined with actuals from Power BI semantic models inside Intelligence Sheets to create live management reports. You'll see how InfoBridge is used to model and transform planning data, how planning and actuals can be analyzed side by side, and how updates made in Planning Sheets are instantly reflected in reports without writeback tables, manual data movement, or complex integrations. This unified planning and reporting experience enables organizations to move from planning to insights in real time.
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.
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.
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.
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.
