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Planning 104 - Collaboration & Approval Workflow

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.

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Planning 103 - Writeback

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.

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Planning 102 - Forecasting

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.

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Planning 101 – Getting Started with Planning Sheets

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.

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Getting Started with Superfilter

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.

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Intelligence 300 - Intelligence Sheet Interface Overview

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.

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Build IBCS Compliant Reports in Microsoft Fabric

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.

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Box Plot on Power BI Semantic Models

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.

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PowerTable - Getting started with a CSV/ Excel File

See how Microsoft Fabric simplifies Master Data Management with PowerTable in Microsoft Fabric Planning. Import data from CSV or Excel, configure approvals and workflows, apply formulas and conditional formatting, manage data quality, and collaborate with built-in governance all within a connected, no-code data management experience.

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PowerTable Introduction & Walkthrough

Explore the PowerTable interface and learn how to create and manage no-code data apps, configure approvals and workflows, automate business processes, apply access controls, collaborate with comments and bookmarks, and manage enterprise data in a unified experience.

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Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

Get Lumel Brochure

Enhance your BI, analytics and xP&A use cases with our no-code Data App suite for Power BI.
Download now
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