Learn how to set up Microsoft Fabric Plan session types in the Fabric admin portal. This video shows how to enable the Planner and Stakeholder persona upgrades in tenant settings, scope them to your organization or specific security groups, turn on the oversubscription warning, and create your first Plan item.
Learn how Microsoft Fabric Plan assigns Planner, Stakeholder, and Viewer personas automatically based on what each user does. See what each persona can do across Planning, PowerTable, and Intelligence, which actions upgrade a session, and how a Stakeholder session covers most reporting and data app work. Every session starts as a Viewer and lasts 30 days.
Learn how to configure approval workflows and commenting in Fabric Planning. This video covers approval setup, Teams notifications, row-level approvers, approval status management, comment collaboration, and security settings for streamlined planning workflows.
See how Microsoft Fabric Plan enables governed SQL writeback for enterprise planning. Configure writeback destinations, control data formats and filters, automate writeback, validate data, manage multiple scenarios, and handle schema changes with ease.
Learn how to build rolling forecasts in Microsoft Fabric Planning by combining manual planning with statistical forecasting. See how forecast versions are managed, how actuals are incorporated into future forecast cycles while preserving previous versions, and how forecasts remain continuously updated as new actuals becomes available.
See how Microsoft Fabric Planning enables collaborative, top-down and bottom-up planning using live data from your Fabric semantic model. Learn how to create enterprise plans, allocate targets, model scenarios, collaborate with stakeholders, and write plans back to Fabric SQL—all within a unified planning experience.
Explore Superfilter, a unified filtering visual for Microsoft Fabric Planning. Combine calendar, facet, hierarchy, treemap, measure filtering, advanced search, KPI variance, saved filters, ranking, and play axis to cross-filter connected visuals for faster, more intuitive data exploration.
Learn how to work with Intelligence Sheet in Microsoft Fabric Plan. Explore the report layout, customize visuals, manage themes and interactions, configure comments and security, and switch seamlessly between editing and reading modes to build interactive reports.
See how Microsoft Fabric simplifies IBCS-compliant reporting with Intelligence Sheet. Build executive dashboards on your Power BI semantic model using standardized charts, KPI cards, variance analysis, and one-click IBCS themes for consistent business reporting.
Build a Box Plot on top of Power BI Semantic Models using Fabric Plans Intelligence Sheets to analyze data distributions without rebuilding your data model. In this video, you'll learn how to create a presentation-ready box plot, configure quartiles, median, whiskers, and Plan/Prior Year reference markers, connect it to a matrix for interactive cross-filtering, and build a single dashboard that combines distribution analysis with detailed performance insights - all powered directly by your Power BI semantic model.
