Explore pivot views and Optimizer in Fabric Plan to create focused planning views across different levels of a hierarchy while keeping updates synchronized across the same underlying data. Set a planned gross profit target, define variables and constraints, and let Optimizer identify the right combination to achieve the target without manual trial and error.
Explore Bidirectional cube planning in Fabric Plan to keep data synchronized across different planning grains. Push top-down changes from higher-level plans to detailed dimensions and automatically roll detailed updates back up, keeping forecasts aligned across planning levels without manual reconciliation.
Build High-Volume Connected Planning with PowerTable by creating detailed, product-level forecasts at scale, reviewing and updating them through Crosstab, and rolling them up to higher planning levels. Apply high-level forecast overrides while keeping detailed forecasts intact and maintaining a single source of truth.
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.
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.
