FABRIC PLAN: HOW-TO GUIDES

Plan Directly on Your Semantic Models on Microsoft Fabric

Your semantic models already encode your business logic, hierarchies, and measures. Lumel plans directly on top of them. Your first plan goes live in minutes, not months.

Featured Video

5:35

Microsoft FabCon Keynote (Amir Netz, CTO of Microsoft Fabric)

Microsoft Announcements

What if your data platform could not only analyze the past but also plan the future? In this session, we introduce Planning in Microsoft Fabric—a powerful new workload that brings end-to-end enterprise planning directly into the Fabric ecosystem. Fully integrated with OneLake, Power BI, and Fabric IQ, this capability enables teams to build revenue plans, run scenario analysis, collaborate in real time, and write back plans seamlessly to the data layer. With built-in security, auditability, and no per-seat licensing, Planning in Fabric transforms how organizations forecast, experiment, and align on business goals—unlocking a new level of intelligence for AI-driven decision-making.

Featured Video

1:37

Fabric for the AI Era - FabCon (Satya Nadella, Chairman and CEO at Microsoft)

Microsoft Announcements

AI innovation is accelerating, and intelligent agents are becoming embedded in everyday workflows—from command lines to team collaboration. In this keynote, discover how Microsoft Fabric is powering this shift with a unified data estate that brings together operational, real-time, and analytical data. Learn how Fabric enables better context engineering for agents to reason, act, and deliver real business value. Explore the latest advancements, including the Database Hub, Fabric IQ with business-ready ontology models, expanded data integration capabilities, and new planning workloads for enterprise performance management. Get a preview of what’s next for data and operations agents as Fabric continues to evolve as a complete data platform for the AI era.

Featured Video

1:51:54

Writeback with Fabric Planning: How to Get Started

Live stream

Writeback - one of the most requested capabilities in the Power BI community—is now native in Microsoft Fabric with the introduction of Fabric Plan Item in Fabric IQ. In this session, Gopal Krishnamurthy and Reid Havens walk through how native writeback works in Fabric Planning—from building planning apps on semantic models and enabling stakeholder collaboration, to writing inputs back into Fabric SQL and governing data with PowerTable’s live writeback. They also cover variance commentary and intelligent writeback using Intelligence Sheets, making this a must-watch for FP&A, operations teams, and BI developers looking to move beyond spreadsheets and build enterprise-grade planning solutions directly in Fabric.

Featured Video

1:14:41

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

Live stream

Discover how Microsoft Fabric Planning is revolutionizing Enterprise Performance Management within the Power BI ecosystem. This session explores native write-back capabilities, multi-dimensional forecasting, and seamless master data management-empowering FP&A teams to transition from disconnected spreadsheets to a unified, secure data platform.

Planning

2. Creating your first planning app

2.1. Create a Plan app and connect to a semantic model
2.2. Build your first Planning sheet
2.3. Explore the interface
2.4. Basic interactions
2.5. Create a Forecast
2.6. Write back and save your data

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Planning

3. Entering plans and budgets

3.1. Data input basics
3.2. Plans calculated using formula columns
3.3. Incremental and zero-based budgeting using number columns
3.4. Row-level comments using text columns
3.5. Budget approval status using an inserted list column
3.6. Checkbox columns to show final approval
3.7. Approver column by inserting names
3.8. Approval deadlines using a date column
3.9. Inserting audit logs
3.10. Summary: When to use what

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Planning

4. Top-down allocations

4.1. Allocating across hierarchies by trends and weights
4.2. Setting minimum and maximum bounds
4.3. Locking Rules
4.4. Multi-dimensional allocations

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Planning

8. Scenario planning

8.1. Create and configure a Scenario
8.2. Bidirectional Simulations and Bulk Edit
8.3. Compare Scenarios
8.4. Scenarios in Tree layout

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Planning

9. Data Writeback

9.1. Core Writeback Capabilities
9.2. Destination Configuration
9.3. Writeback Configuration
9.4. Security and Permissions
9.5. Writeback Logs

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