Discover how to create executive-ready KPI cards using Intelligence Sheets. Configure actuals, plans, and variances in a single visual, add sparklines to highlight trends, customize formatting, create trellis layouts, and enhance your KPI cards with icons for clear, impactful dashboards.
Learn how to use Bookmarks in Microsoft Fabric Planning to create more interactive and personalized reporting experiences. In this video, you'll see how to save report states, capture visual-level changes, spotlight charts, build interactive tooltips, create bookmark navigation, present reports using Bookmark View, and enable readers to create and share their own private bookmarks. Discover how bookmarks can simplify navigation and enhance report interactivity in Microsoft Fabric Planning.
Explore how Lumel Intelligence sheet makes project dashboards more intuitive and actionable. This demo shows how to configure Gantt charts with tasks, milestones, dependencies, and progress tracking, then enhance the layout with KPI cards, formatting, and clean visuals
Watch how Lumel Plan’s intelligence sheet helps marketing teams visualize user journeys with Sankey charts. This demo shows how to map page flows, customize colors for traffic sources, and highlight conversion patterns with clear, datadriven storytelling.
This demo shows how to build and navigate a retail performance report using Microsoft Fabric Planning, covering five years of sales data. It walks through an executive summary with key metrics and context, followed by an explorer view where revenue, cost, and profit trends highlight shifts like margin pressure. You’ll see how to compare year-over-year performance, break down revenue and margin by category and segment, and drill into product-level details. With interactive features like filtering, lasso selection, and scatter plots, the report makes it easier to examine performance, identify gaps, and analyze products from different angles.
Take your cash flow planning further with scenario analysis in Fabric Planning. In this demo, see how to simulate real-world financial decisions by adjusting key assumptions like investment levels and accounts receivable, using 2026 as a baseline. Learn how to create a sandbox scenario, compare actuals, forecasts, and simulations side by side, and instantly visualize the impact on KPIs like cash conversion and reinvestment ratios. This walkthrough shows how to test strategies, optimize working capital, and make confident, data-driven decisions—all within a single, integrated planning and analytics environment.
Learn how to build and forecast a cash flow statement using Fabric Planning in a fully integrated environment. In this demo, see how to create a planning layer on top of your semantic model, add a 2027 forecast series, and dynamically plan values without relying on spreadsheets. Watch how your updates instantly reflect in a waterfall chart, enabling real-time analysis of operating, investing, and financing activities—so you can make faster, data-driven financial decisions without refreshes or manual effort.
Explore how Lumel Plan makes KPI cards more powerful with multilevel insights. This demo shows how to build a layered KPI card that combines headline metrics, contextual text, comparison charts, and trend lines—all in one visual.
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.
