Learn Planning in Fabric IQ

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 on the semantic model—applying growth rates by category, simulating...

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 operations—using connected planning, driver-based models, and what-if analysis to...

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 year’s actuals, and simulate adjustments across five planning apps....

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 a target profit of $50M. By defining variables and...

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, configuring lookups, rendering images, adding formula columns, and applying...

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, enrich dimensions with customer type and subregion via PowerTable,...

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...

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 table or a split time sheets and entries model—both...

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, define rules for updates and deletes, and configure multi-level...

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, contextual text, comparison charts, and trend lines—all in one...

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, apply waterfall charts, calculate variances, and refine visuals for...

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 traffic sources, and highlight conversion patterns with clear, datadriven...

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 tracking, then enhance the layout with KPI cards, formatting,...

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, format according to IBCS standards, and calculate key profitability...

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...

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 key variables, and applying practical constraints. See how instantly...

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 assumptions, and transform them into clear, scalable visual analysis...

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, apply seasonality, confidence levels, and growth factors, and evaluate...

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 2026 revenue and profit, apply inputs across hierarchies, and...