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Microsoft Fabric Planning

A guided path from first look to first plan. Self-paced videos, setup guides, and live webinars for building planning, forecasting, allocation, and workflow-driven processes directly on your semantic models in Microsoft Fabric.
6 recorded sessions, 60 minutes each
No coding required
Watch on your own schedule
· Watch

Start with the overview videos

Recorded 60-minute sessions covering what Fabric Planning is, where it sits in Microsoft Fabric, and what you can build with it. Watch the onboarding session first.
All Videos
start here
6:25

Microsoft Fabric Planning Onboarding - Access and Setup

Learn how to set up and configure Fabric Planning from start to finish in this step-by-step tutorial. This video covers tenant settings, semantic model connections, RLS behavior, SQL connections, viewer access, and optional writeback configuration in Microsoft Fabric Planning.
1:14:41

Fabric Planning: What, So What, and Now What?

Cross-module
3:59

Fabric Planning Overview #1

Planning
3:16

Planning 101 – Getting Started with Planning Sheets

Planning
6:47

PowerTable - Getting started with a CSV/ Excel File

Powertable
4:58

Intelligence 300 - Intelligence Sheet Interface Overview

intelligence 
· Set up

Enable the workload in your tenant

One guide takes you from a fresh Fabric tenant to a working Planning environment.
https://lumel.com/wp-content/uploads/getting-started-fabric-planning.pdf
Setup guide · PDF

Getting Started with Fabric Planning

Prerequisites, capacity, and the first-run walkthrough for the Planning workload.
Tenant and capacity prerequisites
Connecting to your semantic model
Creating your first plan
Open guide
· Build

User guides - build your first data app

Seven short guides, in the order you will need them. Tick each one off as you go - your progress is saved on this device.
Full documentation
lumel-getting-started-field-column-settings-scaled
Column Settings
Field types, formatting, validation, and defaults.
Open guide
lumel-getting-started-manage-access-scaled
CRUD Operations
Create, read, update, and delete records safely.
Open guide
lumel-getting-started-crud-operations-scaled
Manage Access
Roles, sub-roles, and row-level permissions.
Open guide
lumel-getting-started-approvals-scaled
Approvals
Submission, review, and multi-stage sign-off workflows.
Open guide
lumel-getting-started-automation-scaled
Automation
Scheduled refreshes, triggers, and notifications.
Open guide
lumel-getting-started-audit-change-history-scaled
Audit & Change History
Full traceability of who changed what, and when.
Open guide
· Go deeper

Webinar replays

Recorded videos covering what Fabric Planning is, where it sits in Microsoft Fabric, and what you can build with it. Watch the onboarding session first.
All Webinars
Start here

Microsoft Fabric Planning – An Introduction (LIVE DEMO)

Join us for a live demo of Fabric Planning as we explore no-code planning, PowerTable-powered data management, and integrated reporting-all designed to simplify and scale modern business planning.
Watch replay
PowerTable

Fabric Planning: Introducing PowerTable for Data Management

Turn your data into action with PowerTable in Microsoft Fabric Planning. Build no-code applications with seamless data entry and live writeback. Automate workflows, approvals, and cross-table processes effortlessly. Manage projects and ensure governance with audit-ready, scalable solutions.
Watch replay
Integrated Intelligence

Integrated Intelligence - An Introduction

Explore how Microsoft Fabric Intelligence Sheet transforms planning data into powerful financial reports and interactive dashboards.
Watch replay
· Get help

Stuck somewhere?

Read the docs
Full product documentation, release notes, and reference material for every capability.
Browse documentation
Talk to an expert
Bring your own use case and we'll show you how it maps onto Fabric Planning.
Request a demo

Request a demo

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

Request a demo

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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