Microsoft Fabric is redefining modern data analytics, and effective planning is the key to unlocking its full potential. Join us for a deep-dive, hands-on webinar where we will demystify the Top 10 Essential Planning Methods and demonstrate exactly how to implement them within the unified environment of Microsoft Fabric.
We will cover critical techniques for comprehensive and integrated business planning:
- Forecasting: Using historical data to extrapolate future outcomes.
- Top-down Planning: Setting high-level targets based on organizational strategy and cascading them down to multiple hierarchies.
- Bottom-up Planning: Building a budget or plan from individual functional inputs to roll up into a complete organizational view.
- Zero-based Planning: Justifying every expense and activity as if the budget were starting from zero.
- Goal Seek Analysis: A powerful technique to back-calculate the required inputs (e.g., Revenue & Cost) needed to achieve a specific financial target (e.g., Profit Margin).
- Allocations & Distributions: Methods for spreading aggregated costs or revenues accurately across various dimensions (e.g., products, regions).
- Rule-based Allocations: Automating complex allocation logics using predefined business rules.
- Scenario Planning: Modeling and analyzing multiple 'What-if' outcomes to prepare for market volatility.
- Integrated Planning: Harmonizing planning across the enterprise by linking Revenue Plans with Financials.
- Driver-based Planning: Connecting core business activities (drivers) directly to their associated financial outputs.
Empower your teams to plan proactively, respond faster, and make decisions supported by unified, trusted data—right inside Microsoft Fabric.
Who should attend this?
- Production Planners
- Finance Controllers
- Finance Managers
- FP&A Managers
- Finance Analysts
- Business Analysts
- Power BI Analysts
- Power BI Developers
- Power BI Consultants
- EPM Consultants
- Solution Architects
- Principal Consultants
