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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.

71
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4
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6+
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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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22 videos

Planning

6:42

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

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

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

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

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

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 model (.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)

Planning

1: 47

Build a P&L Forecast in Fabric Planning: User Story- Scenario Planning

AdvancedWebinar Highlight

Discover how Microsoft Fabric supports agile scenario planning. Build upside, downside, and balanced forecast scenarios, simulate the financial impact of changes in revenue and expenses, compare...

Watch full webinar

Planning

1: 20

Build a P&L Forecast in Fabric Planning: User Story- Bottom-Up Planning

AdvancedWebinar Highlight

See how Microsoft Fabric supports dynamic bottom-up planning. This demo shows how planners can lock critical assumptions, make granular adjustments to expense forecasts, and instantly see...

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Planning

3:03

Build P&L Forecast in Fabric Planning: User Story- Forecasting with PREDICT

AdvancedWebinar Highlight

See how Microsoft Fabric brings intelligent forecasting to financial planning. By leveraging historical data, multi-seasonality analysis, confidence ranges, and automated prediction capabilities, planners can generate forecasts...

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Planning

1:38

Vision and Ontology in Microsoft Fabric Planning

AdvancedWebinar Highlight

Learn how Microsoft Fabric Planning brings together years of innovation in planning, reporting, writeback, and advanced analytics into a single integrated platform. Built on capabilities refined...

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Planning

1:38

Security and Governance in Microsoft Fabric Planning

AdvancedWebinar Highlight

Explore how Microsoft Fabric delivers enterprise-grade security for planning and writeback applications. By inheriting Power BI row-level security and Fabric workspace permissions, while adding granular controls...

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Planning

5:05

Choose the Right Implementation Approach in Fabric Planning

AdvancedWebinar Highlight

Learn how Microsoft Fabric Planning supports multiple implementation approaches to meet different planning requirements and levels of complexity. From self-service semantic model planning and low-code measure...

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Planning

9:07

Expense Allocation in Microsoft Fabric Planning

AdvancedWebinar Highlight

Learn how Microsoft Fabric’s Cube engine enables intelligent multi- dimensional allocations across unrelated dimensions. By combining semantic models, drag-and-drop configuration, and automated breakdown management, organizations can...

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Planning

9:35

Target Allocation in Microsoft Fabric Planning

AdvancedWebinar Highlight

see how Microsoft Fabric enables connected, multi-level target planning with a single source of truth. By leveraging cube forecasts and multi-dimensional breakdowns, organizations can create targets...

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Planning

9:53

Allocation of Chart of Accounts in Fabric Planning

AdvancedWebinar Highlight

Discover how Microsoft Fabric Planning simplifies complex P&L modeling by combining hierarchical financial structures with Cube-based allocations. This session explores how to build P&L models across...

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Planning

5:40

Direction-Based Optimization in Microsoft Fabric Planning

AdvancedWebinar Highlight

Explore direction-based optimization in Microsoft Fabric Planning. Learn how to maximize profitability by defining objectives, applying constraints, and optimizing planning drivers with built-in solver capabilities.

Planning

3:21

Target-Based Optimization in Microsoft Fabric Planning

AdvancedWebinar Highlight

Explore how Microsoft Fabric helps planners achieve target outcomes with Optimizer Solver. Define business constraints, set a target profit, and identify the optimal combination of planning...

Planning

4:08

Rule-Based Optimization in Microsoft Fabric Planning

AdvancedWebinar Highlight

See how Microsoft Fabric enables Rule-Based optimization for smarter planning. Lock selected values with advanced allocation rules, maximize forecast margins within defined constraints, and ensure Optimizer...

Planning

4:29

Scenario-Driven Optimization in Microsoft Fabric Planning

AdvancedWebinar Highlight

See how Microsoft Fabric Planning combines scenario planning with optimization to make better planning decisions. Create and compare multiple scenarios, simulate what-if outcomes using Optimizer, apply...

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

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,...

Intelligence

3:58

Intelligence 301

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

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

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...

Intelligence

1:22

Commenting and collaboration in Microsoft Fabric Planning

AdvancedWebinar Highlight

Discover how Microsoft Fabric enables collaborative planning through integrated commentary and writeback capabilities. Add comments at the row, column, or cell level, engage stakeholders through threaded...

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Intelligence

2:29

Dashboarding in Fabric Planning with 100+charts

AdvancedWebinar Highlight

Discover how Microsoft Fabric extends analytics beyond traditional Power BI visualizations. With over 100 advanced charts, including Marimekko, Sankey, Gantt, and waterfall visualizations, organizations can analyze...

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Intelligence

00:45

IBCS Standardized reports and visualisations in Fabric Planning

AdvancedWebinar Highlight

Discover how Microsoft Fabric simplifies business reporting with IBCS-certified visualizations. Built on industry-recognized best practices, these visuals provide one-click access to standardized business templates, enabling consistent...

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Intelligence

2:04

Build dashboards with KPI Cards in Fabric Planning

AdvancedWebinar Highlight

See how Microsoft Fabric elevates KPI reporting with intelligent, highly customizable KPI cards. Combine metrics, comparisons, sparklines, bullet charts, gauges, and text elements within a single...

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Intelligence

1:54

Ad-hoc Analysis and data exploration within Microsoft Fabric Plan

AdvancedWebinar Highlight

 Learn how Microsoft Fabric enables Ad-hoc Analysis directly on top of your semantic model. Using drag-and-drop exploration, interactive filtering, and reusable views, teams can uncover insights...

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videos

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

2:30

PowerTable Integration in Microsoft Fabric Planning

AdvancedIntegrationWebinar Highlight

See how Microsoft Fabric combines PowerTable and Planning Sheet integration to support granular operational planning at scale. Organizations can plan at detailed levels such as employees,...

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videos
Results not found !
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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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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