Three Ways to Create Planning Models in Microsoft Fabric

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Duration

1 hour 4mins 26 secs

Speakers

Kunal Jethwa Senior Product Consultant

Short Description

Learn three tailored model-building approaches that simplify, streamline, and scale planning processes without coding, enabling smarter financial and strategic decision-making across your organization.

This webinar is designed to show how different roles within a planning function can leverage the Lumel EPM Workload directly within Microsoft Fabric to build robust planning models. We understand that a one-size-fits-all approach to build planning models doesn't work, which is why we'll showcase three distinct model-building methodologies tailored to specific user personas, catering to their unique experience levels and technical skillsets.

What You'll Learn

We will step through the model-creation process for three key personas:

For the Functional Manager (Spreadsheet-Centric): See how the individual who knows the business best—but is most comfortable working in a spreadsheet—can easily create and manage planning models without creating any DAX measure.
For the Business Analyst (The Fabric Explorer): Discover streamlined methods for business analysts who are decently savvy with Power BI and Fabric to connect business knowledge with data-driven insights. This segment will focus on the use of Native measures (via DAX), Visual measures (via Workload), Model integration, logic development, and model refinement within the Lumel EPM environment.
For the Techno-Functional Expert (The Power User): Explore the advanced features available to experts who have a strong grip on both business functions and the technical platform. We'll demonstrate how to build complex, sophisticated, driver-based planning models, and enable functional teams with powerful decision-making user-interface -- without even writing a single line of code.

By the end of this session, you'll clearly understand how Lumel EPM Workload democratizes planning, empowering every user—regardless of their technical background—to contribute effectively to the organization's strategic and financial modeling process within the unified Microsoft Fabric platform. Join us to find the model-building path that's right for you!

📂 Access the Webinar Dataset
Download the Power BI (.pbix) and source data files (.csv/.xlsx) that will be used in the session here: Download Dataset (ZIP)

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