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Microsoft Fabric Planning

Microsoft Announcements on Fabric Planning , Video Tutorials, Demos, Live Webinar Events for Getting Started, Planning Sheets, PowerTable, Intelligence using Power BI Semantic Models and Fabric IQ with Fabric Plan Artifact.

Featured Video

5:35

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

Cross-module

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)

Cross-module

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

Cross-module

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?

Cross-module

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.

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23 videos • ~14 hrs
Planning
Forecasting, writeback, scenario planning, and model operations.
12 videos • ~7 hrs
PowerTable
Apps, workflows, forms, and data collection experiences.
18 videos • ~11 hrs
Intelligence
Reporting, dashboards, exports, and KPI storytelling.
14 videos • ~8 hrs
Cross-Module
Platform onboarding, integration, governance, and end-to-end flows.
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  • Get Started (20)
  • Feature Overview (32)
  • How-To (6)
  • Integration (2)
  • Deep-dive (4)
  • Security (2)
  • Use Case (15)
  • Live stream (2)
22 videos
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Planning

6:25

Microsoft Fabric Planning Onboarding - Access and Setup

BeginnerGet Started

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...

Planning

4:31

Planning 101 – Getting Started with Planning Sheets

BeginnerGet Started

See how Microsoft Fabric Planning enables collaborative, top-down and bottom-up planning using live data from your Fabric semantic model. Learn how to create enterprise plans, allocate...

Planning

4:37

Planning 102 - Forecasting

BeginnerGet Started

Learn how to build rolling forecasts in Microsoft Fabric Planning by combining manual planning with statistical forecasting. See how forecast versions are managed, how actuals are...

Planning

4:59

Planning 103 - Writeback

BeginnerGet Started

See how Microsoft Fabric Plan enables governed SQL writeback for enterprise planning. Configure writeback destinations, control data formats and filters, automate writeback, validate data, manage multiple...

Planning

2:53

Planning 104 - Collaboration & Approval Workflow

BeginnerGet Started

Learn how to configure approval workflows and commenting in Fabric Planning. This video covers approval setup, Teams notifications, row-level approvers, approval status management, comment collaboration, and...

Planning

3:59

Fabric Planning Overview #1

BeginnerGet Started

See how Microsoft Fabric transforms revenue planning into a connected, collaborative process. In this demo, a Chief Sales Officer builds a $19B plan for 2026 directly...

Planning

3:16

Fabric Planning Overview #2

BeginnerGet Started

Discover how Microsoft Fabric evolves from analytics into an intelligent execution platform. With planning embedded in Fabric IQ, enterprises can move from static dashboards to goal-driven...

Planning

5:19

Row Model: From Flat Rows to a Hierarchical P&L, Board-Ready in Minutes

IntermediateFeature Overview

Learn how to build a P&L hierarchy using Row Model in Microsoft Fabric Plan. Create connected financial models with data source, formula, aggregate, and input rows,...

Planning

2:28

Quick Statistical Forecasting in Microsoft Fabric

IntermediateFeature Overview

Build a statistically sound forecast in minutes using Microsoft Fabric Planning. Starting with actuals, this walkthrough shows how to generate dynamic forecasts across your business hierarchy,...

Planning

2:25

Auto forecasting for multi season time series

IntermediateFeature Overview

Discover how Microsoft Fabric enables precise revenue forecasting with auto forecast. Build planning apps, run bottom-up and top-down simulations, and refine forecasts across dimensions—turning actuals into...

Planning

2:38

Multi dimensional cube planning #1

IntermediateFeature Overview

See how revenue planning becomes seamless across multiple business contexts with Microsoft Fabric. In this walkthrough, we create a revenue plan measure, distribute values using last...

Planning

2:02

Multi dimensional cube planning #2

IntermediateFeature Overview

See how Microsoft Fabric streamlines revenue planning across business contexts. Create and distribute plans using last year’s actuals, simulate adjustments across apps, and keep updates consistent—from...

Planning

1:13

Setting up a target-based 'Optimizer'

IntermediateFeature Overview

Optimize your profit forecast with ease using multivariate goal-seeking. In this walkthrough, we demonstrate how to move beyond manual adjustments and leverage an optimizer to reach...

Planning

0:58

Optimizer for Direction Based Simulations in Microsoft Fabric

IntermediateFeature Overview

Move beyond guesswork and optimize your profit with precision. In this quick walkthrough, learn how to set up a direction-based optimizer by defining your objective, selecting...

Planning

2:33

Build an Annual Budget in Minutes with Microsoft Fabric

IntermediateUse Case

Build a complete annual budget in minutes with Microsoft Fabric Planning. This demo shows how to connect to your semantic model, use prior-year data to project...

Planning

3:29

Currency Translation & Multi-Granularity Consolidation in Microsoft Fabric

IntermediateUse Case

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...

Planning

3: 01

Planning at Varying Granularity to Product Profitability

IntermediateUse Case

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...

Planning

2:04

Bidirectional Cube Planning in Fabric Plan

IntermediateUse Case

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...

Planning

3:54

Pivot & Optimizer: Flexible Views, Optimal Outcomes

IntermediateUse Case

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...

Planning

01:07:39

Multi-Dimensional CUBE for Planning and Allocations

AdvancedDeep-diveUse Case

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...

Resources :

Download semantic modal (.pbix)

Planning

47:07

Build a P&L Forecast in Microsoft Fabric

AdvancedDeep-diveUse Case

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...

Resources :

Download semantic model (.pbix)
22 videos

PowerTable

6: 47

PowerTable - Getting started with a CSV/ Excel File

BeginnerGet Started

See how Microsoft Fabric simplifies Master Data Management with PowerTable in Microsoft Fabric Planning. Import data from CSV or Excel, configure approvals and workflows, apply formulas...

PowerTable

5:40

PowerTable Introduction & Walkthrough

BeginnerGet Started

Explore the PowerTable interface and learn how to create and manage no-code data apps, configure approvals and workflows, automate business processes, apply access controls, collaborate with...

PowerTable

4:59

An Asset Tracking Data App

IntermediateUse Case

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,...

PowerTable

4:13

Setting up a time tracker

IntermediateUse Case

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...

PowerTable

2:18

Project Scheduling with Gantt view

IntermediateUse Case

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...

PowerTable

2:51

Resource assignments and delivery review

IntermediateUse Case

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,...

PowerTable

2:34

Get Started with Gantt Layout

BeginnerHow-To

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...

Resources :

Download Dataset

PowerTable

1:42

Milestone configuration in Gantt Layout

BeginnerHow-To

Learn how to create, manage, and customize milestones in PowerTable. This video covers creating milestone tasks, converting existing tasks into milestones, displaying multiple milestones for a...

PowerTable

1:45

Setting up Hierarchy Structure in Gantt Layout

BeginnerHow-To

Learn how to configure task hierarchies in PowerTable Gantt. This video covers both supported hierarchy types - ID & Parent ID and Multiple Column Hierarchy -...

PowerTable

1:42

Manage Baseline in Gantt Layout

BeginnerHow-To

Learn how to create, compare, and manage project baselines in PowerTable Gantt. This video demonstrates how to create new baselines, compare project schedules over time, restore...

PowerTable

2:20

Summary Bar Configuration in Resource Layout

IntermediateHow-To

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...

PowerTable

1:58

Manage reference data for planning app 

IntermediateUse Case

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,...

PowerTable

2:08

Manage Slowly Changing Dimensions (SCD Type 2) with PowerTable

IntermediateFeature Overview

Learn how to configure SCD Type 2 tables in PowerTable with Microsoft Fabric SQL. Automate history tracking, record versioning, active records, and surrogate key management in...

PowerTable

4:26

Using Forms and Automations in Microsoft Fabric

IntermediateFeature Overview

Discover how Microsoft Fabric Planning streamlines asset management with forms and automation. This demo shows how to capture employee requests through forms, automatically update records, and...

PowerTable

5:09

Setting Up SCD Type 2 & Type 3 in PowerTable

IntermediateFeature Overview

Learn how to configure SCD Type 2 and Type 3 in PowerTable for Microsoft Fabric SQL Database. Explore the prerequisites, setup, and configuration for both approaches,...

PowerTable

5:53

Setting Up Approval Workflows in PowerTable

IntermediateFeature Overview

Learn how to configure Approval workflows in PowerTable for Fabric Planning. Set up flat, rule-based, and multi-level approvals, manage review requests, track approvals, and control data...

PowerTable

7:45

Setting Up Automations in PowerTable

IntermediateFeature Overview

See how PowerTable in Microsoft Fabric Planning automates business processes with event-driven workflows. Learn how to build automations using triggers, actions, conditional logic, loops, and database...

PowerTable

5:07

Lookup Columns in PowerTable

IntermediateFeature Overview

Learn how to use lookup columns in PowerTable for Microsoft Fabric Planning to display related data, replace IDs with meaningful values, and simplify data entry. Discover...

PowerTable

4:06

Setting up Forms in Powertable

IntermediateFeature Overview

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...

PowerTable

1:59

Setting up Relation columns in PowerTable

IntermediateFeature Overview

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...

PowerTable

2:11

Setting Up Roll Up Columns in PowerTable

IntermediateFeature Overview

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...

PowerTable

11:44

Working with Crosstab Layout in PowerTable

AdvancedHow-To

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...

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Intelligence

4:58

Intelligence 300 - Intelligence Sheet Interface Overview

BeginnerGet Started

Learn how to work with Intelligence Sheet in Microsoft Fabric Plan. Explore the report layout, customize visuals, manage themes and interactions, configure comments and security, and...

Intelligence

3:58

Intelligence 301 - Building Interactive Dashboards

BeginnerGet Started

Discover the fundamentals of Intelligence Sheets in Fabric Planning and learn how to build interactive dashboards directly on top of semantic models. In this Intelligence 101...

Intelligence

05:10

Intelligence 302 - Reporting

BeginnerGet Started

Learn how to build boardroom-ready P&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll...

Intelligence

3:09

Intelligence 303 - Advanced Formatting

BeginnerGet Started

Discover how advanced formatting in Microsoft Fabric Planning's Intelligence Sheet transforms a basic matrix into an interactive performance report. Learn how to improve readability with hierarchy...

Intelligence

3:02

Box Plot on Power BI Semantic Models

BeginnerGet Started

Build a Box Plot on top of Power BI Semantic Models using Fabric Plans Intelligence Sheets to analyze data distributions without rebuilding your data model. In...

Intelligence

4:44

Build IBCS Compliant Reports in Microsoft Fabric

BeginnerGet Started

See how Microsoft Fabric simplifies IBCS-compliant reporting with Intelligence Sheet. Build executive dashboards on your Power BI semantic model using standardized charts, KPI cards, variance analysis,...

Intelligence

5:37

Getting Started with Superfilter

BeginnerGet Started

Explore Superfilter, a unified filtering visual for Microsoft Fabric Planning. Combine calendar, facet, hierarchy, treemap, measure filtering, advanced search, KPI variance, saved filters, ranking, and play...

Intelligence

2:47

Collaborative Commentary and Annotations in Microsoft Fabric Planning

BeginnerFeature Overview

Learn how to add notes and comments in Intelligence Sheet within Microsoft Fabric Planning. This video covers chart and matrix annotations, threaded comments with @mentions, task...

Intelligence

2:48

Paginated Reports in Microsoft Fabric Planning

IntermediateFeature Overview

Discover how to create paginated reports in Microsoft Fabric Planning using Intelligence Sheets. This session explores how to build matrix-based reports with interactive filters, configure row...

Intelligence

03:22

Fully Formatted Exports to Excel & PDF in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to export fully formatted financial and paginated reports from Intelligence Sheets in Microsoft Fabric Planning. In this video, we demonstrate how to configure pagination,...

Intelligence

2: 24

Build a KPI Card

IntermediateFeature Overview

Discover how to create executive-ready KPI cards using Intelligence Sheets. Configure actuals, plans, and variances in a single visual, add sparklines to highlight trends, customize formatting,...

Intelligence

4:21

Financial Reporting

IntermediateFeature Overview

Watch how Fabric Plans’ intelligence sheet helps finance teams build professional income statements in minutes. This demo shows how to connect governed data, apply financial templates,...

Intelligence

2:56

Performance reporting and variance analysis

IntermediateFeature Overview

Learn how Lumel Plan helps finance teams create IBCScompliant P&L variance reports with live data and governed metrics. This demo shows how to link semantic models,...

Intelligence

3:11

Multi Trellis Variance Analysis in Microsoft Fabric

IntermediateFeature Overview

Analyze, plan, and compare sales across categories with a powerful multi-trellis variance workflow in Fabric Plan. This walkthrough shows how to build dynamic planning scenarios, simulate...

Intelligence

2:25

Multi level financial KPI Cards

IntermediateFeature Overview

Explore how Lumel Plan makes KPI cards more powerful with multilevel insights. This demo shows how to build a layered KPI card that combines headline metrics,...

Intelligence

2:56

Bookmarks in Intelligence

IntermediateFeature Overview

Learn how to use Bookmarks in Microsoft Fabric Planning to create more interactive and personalized reporting experiences. In this video, you'll see how to save report...

Intelligence

3:04

Retail Performance Dashboard in Microsoft Fabric

IntermediateFeature Overview

This demo shows how to build and navigate a retail performance report using Microsoft Fabric Planning, covering five years of sales data. It walks through an...

Intelligence

2:08

Customer journey analysis with sankey chart

IntermediateFeature Overview

Watch how Lumel Plan’s intelligence sheet helps marketing teams visualize user journeys with Sankey charts. This demo shows how to map page flows, customize colors for...

Intelligence

2:23

Project management dashboard

IntermediateFeature Overview

Explore how Lumel Intelligence sheet makes project dashboards more intuitive and actionable. This demo shows how to configure Gantt charts with tasks, milestones, dependencies, and progress...

Intelligence

2:17

Insert and Manage Rows in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to insert and manage rows in Microsoft Fabric Intelligence Sheet without modifying your semantic model. Create template rows, custom calculations, percentage contribution, and data...

Intelligence

3: 36

Insert and Manage Columns in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to add custom columns and calculations directly in Microsoft Fabric Intelligence Sheet without modifying your Power BI semantic model. Create time intelligence measures, financial...

Intelligence

5:09

Inside Explore Model in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to use Explore Model in Fabric Planning to interactively analyze your semantic model. Explore data with grid and tree views, intelligent filters, Pareto analysis,...

Intelligence

3:02

Part 1: Building a Live Cash Flow Forecast

AdvancedDeep-diveUse Case

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...

Intelligence

2:51

Part 2: Cash Flow Planning & Scenario Simulation

AdvancedDeep-diveUse Case

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...

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Cross-module

05:10

Intelligence 304 - Planning Integration

BeginnerGet StartedIntegration

Learn how Microsoft Fabric Planning seamlessly integrates planning data with reporting and analytics. In this video, we demonstrate how targets captured in Planning Sheets can be...

Cross-module

4:16

Intelligence 305 - PowerTable Integration

BeginnerGet Started

Learn how to build an Asset Management Executive Dashboard in Microsoft Fabric Planning. This video demonstrates how to use Power Tables to manage asset data and...

Cross-module

2:58

Security and Audit in Fabric Planning

BeginnerGet StartedSecurity

Learn how to secure and govern planning workflows in Microsoft Fabric with Fabric Planning. In this walkthrough, we explore how teams can configure role-based access for...

Cross-module

3:36

Setting up access controls

BeginnerGet StartedSecurity

See how Microsoft Fabric Planning strengthens data management with access controls and approval workflows. This demo shows how to restrict edits at row and column level,...

Cross-module

1:37

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

BeginnerMicrosoft 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...

Cross-module

5:35

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

BeginnerMicrosoft 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...

Cross-module

1:14:41

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

BeginnerLive 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...

Cross-module

1:51:54

Writeback with Fabric Planning: How to Get Started

BeginnerLive 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...

Cross-module

3:06

Parameters in Fabric Plan

IntermediateFeature Overview

See how Microsoft Fabric Planning uses parameters to bring flexibility to planning and reporting. Configure global and page-level parameters, apply financial assumptions, drive conditional formatting, and...

Cross-module

4:15

High-Volume Connected Planning with PowerTable

AdvancedIntegrationUse Case

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...

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How this library is organized
By module
Planning, PowerTable, and Intelligence are the three product areas; Cross-Module covers onboarding, integration, and security topics that span all three.
By level
Beginner, Intermediate, and Advanced reflect the depth of the content, not necessarily the order you need to watch it in.
By Type
Types of videos like Use Case, Deep Dive, and Webinar Highlight describe the style of each session.
Related resources
Product Documentation
Setup guides, admin references, and technical architecture notes.
Sample Workbook
Demo model for budgeting, writeback, and scenario walkthroughs.
Implementation Slides
Packaged decks for enablement, sales engineering, and onboarding.
Suggested next steps
Start with onboarding
Begin with the cross-module setup sequence before advanced modeling videos.
Move to role-specific paths
Choose Planning, PowerTable, or Intelligence based on your implementation role.

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Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

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Enhance your BI, analytics and xP&A use cases with our no-code Data App suite for Power BI.
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