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.
Learn how to secure and govern planning workflows in Microsoft Fabric with Fabric Planning. In this walkthrough, we explore how teams can configure role-based access for data input, scenarios, comments, and writeback permissions while ensuring every update is fully traceable through audit logs. From restricting sensitive planning scenarios to assigning approvers for database commits, the demo shows how Fabric Planning helps organizations maintain control, accountability, and transparency across collaborative sales planning processes. We also cover how audit tracking captures every change — including who made it, what changed, and when — making governance and compliance effortless for enterprise planning teams.
See how Microsoft Fabric Planning strengthens data management with access controls and approval workflows. This demo shows how to restrict edits at row and column level, define rules for updates and deletes, and configure multi-level approvals to safeguard data quality.
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 advanced formatting in Microsoft Fabric Planning's Intelligence Sheet transforms a basic matrix into an interactive performance report. Learn how to improve readability with hierarchy and number formatting, surface key insights using filters and conditional formatting, and leverage data bars, indicators, color scales, sparklines, and bullet charts to analyze sales, gross profit, costs, and units directly within the matrix.
Learn how to build an Asset Management Executive Dashboard in Microsoft Fabric Planning. This video demonstrates how to use Power Tables to manage asset data and relationships, and Intelligence Sheets to create interactive dashboards with KPI cards, charts, and embedded operational data. You'll also see how real-time updates keep dashboards synchronized with the underlying data.
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.
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.
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.
