Learn how to build boardroom-ready P&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll see how finance teams can create fully formatted financial reports with custom calculation rows, manual input rows, hierarchical grouping, approvals, comments, and collaboration features—all without rebuilding reports in Excel. Discover how to add metrics such as Gross Margin %, Earnings Per Share (EPS), and Shares Outstanding, organize financial statements with drag-and-drop flexibility, collaborate through comments and approvals, and export reports to Excel and PDF while preserving formatting and hierarchies. Intelligence Sheets combines the flexibility of spreadsheets with the governance of semantic models to streamline financial reporting and analysis.
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.
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.
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 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.
Discover the fundamentals of Intelligence Sheets in Fabric Planning and learn how to build interactive dashboards directly on top of semantic models. In this Intelligence 101 session, we walk through connecting to a semantic model, creating reports from scratch, leveraging a rich library of visualizations, KPIs, matrices, filters, and collaboration features, and combining planning data with analytics for integrated insights. See how business users can quickly create powerful, interactive dashboards with advanced analysis, commentary, and customization capabilities - all within a unified planning and reporting experience.
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.
Learn how to set up and configure Fabric Planning from start to finish in this step-by-step tutorial. This video covers tenant settings, semantic model connections, RLS behavior, SQL connections, viewer access, and optional writeback configuration in Microsoft Fabric Planning. Discover how to enable collaboration, manage permissions, and ensure seamless planning workflows for your organization.
Discover how Microsoft Fabric evolves from analytics into an intelligent execution platform. With planning embedded in Fabric IQ, enterprises can move from static dashboards to goal-driven operations—using connected planning, driver-based models, and what-if analysis to power AI-driven, forward-looking decisions.
See how Microsoft Fabric transforms revenue planning into a connected, collaborative process. In this demo, a Chief Sales Officer builds a $19B plan for 2026 directly on the semantic model—applying growth rates by category, simulating scenarios, locking targets, and collaborating with colleagues through comments and notifications.
