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Upcoming Webinars

Modern Allocation Techniques for Enterprise Planning on Microsoft Fabric 

Tuesday Nov 18, 2025 at 10 AM CT
Speaker: Kunal Jethwa Senior Product Consultant

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In today's complex business landscape, accurately determining the true profitability of products, geography, and business segments is paramount for strategic decision-making. Enterprise Performance Management (EPM) solutions are foundational to this process, and at their core are the automated processes of allocations and distributions 

About This Webinar 

Join us for an in-depth webinar as we showcase the power and flexibility of Lumel EPM’s Advanced Allocations capability running seamlessly on the unified, data-rich platform of Microsoft Fabric. This session is designed to elevate the driver-based modeling practices beyond basic, static methodologies. 

Key Takeaways & Hands-On Exercise 

We will dive deep into the essential elements that govern a robust allocation process: Controls and Rules. 

Attendees will gain a comprehensive understanding of how Lumel EPM on Microsoft Fabric empowers users to build, manage, and audit sophisticated allocation models. The session will feature a practical exercise demonstrating the creation of various Allocation Controls essential for maintaining data integrity and precision: 

  • Locking Controls: Static Driver measure which is not supposed to be changed by any user 
  • Distribution Controls: Trend (Weights) of a Driver Measure being used for allocation 
  • Min-Max Controls: Threshold (Limits) assigned to Driver Measure being used for allocation 

By leveraging the scalable and integrated environment of Microsoft Fabric, Lumel EPM not only performs these complex calculations at speed but also seamlessly integrates the results with the dependent planning models. No coding at all. 

What makes the modern allocation feature more special, is the ability to bring controls and rules by dimensional contexts including time dimension 

Don’t miss this opportunity to see how Lumel EPM on Microsoft Fabric turns advanced allocation from a manual, error-prone task into a core, controlled, and automated strategic asset. Unlock the true picture of EPM.

 

Who should attend? 

  • Finance Managers 
  • FP&A Managers 
  • Finance Analysts 
  • Business Analysts 
  • Power BI Analysts 
  • Power BI Developers 
  • Power BI Consultants 
  • EPM Consultants 
  • Solution Architects 
  • Principal Consultants 

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