Learn how to build a P&L hierarchy using Row Model in Microsoft Fabric Plan. Create connected financial models with data source, formula, aggregate, and input rows, automate rollups, simulate changes, apply conditional formatting, collaborate through comments, and analyze trends with detailed views.
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.
Learn how Fabric Planning reconciles revenue, cost, and marketing planned at different levels of detail into a single product-level profitability view. Using multi-dimensional allocation, this demo shows how higher-level assumptions are automatically allocated down to the product level, enabling accurate profitability analysis without manual allocations or model changes.
Learn how to consolidate planning data across multiple regions, granularities, and currencies in Microsoft Fabric Planning. Connect regional plans with live exchange rates using InfoBridge to automatically convert local currencies into a unified global plan in a single functional currency.
See how Microsoft Fabric simplifies P&L forecasting with connected planning. Create budgets and forecasts from historical data, simulate scenarios, collaborate across teams, and manage allocations with a code-free planning experience.
Master multidimensional planning and allocation in Microsoft Fabric with this hands-on session on Fabric Plan Cube, where real-world use cases like expense allocation, chart of accounts allocation, forecast allocation, and gross margin calculation are demonstrated using Cube in Fabric Plan. Learn how to build multidimensional planning models, handle related and unrelated dimensions without coding, perform bidirectional allocations, allocate OPEX across products and channels, create gross margin calculations using reference measures, and connect Power BI semantic models to Fabric Plan. This session also covers practical implementation steps including setup connections, planning sheets, allocation logic, and spread/distribution techniques for enterprise FP&A and planning workflows.
Move beyond guesswork and optimize your profit with precision. In this quick walkthrough, learn how to set up a direction-based optimizer by defining your objective, selecting key variables, and applying practical constraints. See how instantly simulated outputs help you arrive at the most optimal profit forecast- faster, smarter, and more effectively.
