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Calendar Setup and Overview

Learn how to use the Calendar Layout in PowerTable to visualize project schedules, manage task timelines, and identify potential risks with a clear calendar-based view.

In this step-by-step tutorial, you’ll learn how to transform project task data into a calendar view that shows what’s planned each month, week, or day. Explore how to configure calendar fields, view task details, adjust task durations, manage overlapping tasks, and use conditional formatting to highlight potential concerns.

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Kanban Setup and Key Features Overview

Learn how to use the Kanban Layout in PowerTable to visualize project tasks, monitor progress, identify bottlenecks, and manage workflows more effectively.
In this step-by-step tutorial, you’ll learn how to transform a flat task list into a visual Kanban board, organize tasks by stage, and identify where work is getting stuck. Using the Kanban Layout, you can customize task cards, group work by different fields, move tasks between stages, and highlight potential risks through conditional formatting.

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Get Started with Resource Layout

Learn how to configure and use the Resource Layout in PowerTable to manage resource assignments, schedule tasks, and customize your project planning view.

In this step-by-step tutorial, you’ll learn how to set up your first Resource Layout after establishing a database connection and loading your data into PowerTable. The Resource Layout helps you view tasks by resource, adjust task schedules, assign unassigned tasks, and create new tasks directly within the layout.

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Setting Up Multi-Select Relationship Columns

Set up a Multi-Select Relationship Column in PowerTable to display multiple linked values from a related table. Learn how to connect products, bridge tables, and sales reps, and keep relationship data synced automatically in Fabric Plan.

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Setting Up Roll Up Columns in PowerTable

Create roll-up columns in PowerTable to aggregate data from related tables and bring summarized values into a parent table. Learn how to apply filters, calculate aggregated values, and use roll-up columns to build dynamic calculations in Fabric Plan.

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Summary Bar Configuration in Resource Layout

Configure Summary Bar in the Resource Layout to visualize planned workload, actual effort, and resource performance in one place. Customize metrics, apply conditional formatting, and track resource utilization with automatically aggregated values across different timescales.

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Get Started with Gantt Layout

Create interactive Gantt charts Fabric Plan by using PowerTable to visualize project timelines, manage tasks, and track schedules more effectively. Learn how to import Excel data with PowerTable, configure a Gantt layout, customize labels and task bars, and update schedules directly from the timeline.

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Setting up Relation columns in PowerTable

Learn how to create and use relation columns in PowerTable for Microsoft Fabric Plan. This video shows how to connect related tables, apply conditions to filter records, and drill through from parent records to their related details.

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Working with Crosstab Layout in PowerTable

Learn how to configure and use the Crosstab Layout in PowerTable on Fabric Plan to simplify data entry and reporting. This video covers crosstab prerequisites, pivoting data by dates or lookup fields, configuring layouts, entering and aggregating data, managing header record tables, and setting up approval workflows for structured planning processes.

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Setting up Forms in Powertable

Learn how to create and share custom forms in PowerTable for Microsoft Fabric Plan. This video shows how to build and customize forms, organize fields, manage access and sharing, collect responses directly in a Fabric SQL database, and use forms for seamless data entry within Power Table.

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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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