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.
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.
See how Microsoft Fabric streamlines task assignments, approvals, and automated status updates. This demo shows how to manage workloads in resource view, submit structured approval requests, and configure automation rules to handle status transitions without manual effort.
See how Microsoft Fabric makes project and task management interactive and connected to your data. This demo shows how to configure Gantt layouts, update timelines, manage dependencies, track baselines, and highlight risks with conditional formatting.
See how Microsoft Fabric Planning streamlines employee time tracking with flexible data structures and intuitive layouts. This demo shows two setup methods—using a single time entries table or a split time sheets and entries model—both enhanced with crosstab layouts for easier navigation, entry, and analysis.
See how Fabric Planning transforms a simple asset tracking spreadsheet into a collaborative data app. This demo walks through uploading data into a Fabric SQL database, configuring lookups, rendering images, adding formula columns, and applying conditional formatting—all without writing code
Discover how Microsoft Fabric Planning integrates reference data management into revenue planning. In this demo, we configure a 2026 territory plan using Direct Lake semantic models, enrich dimensions with customer type and subregion via PowerTable, and write updates back to Fabric SQL.
