Ten guided exercises that take you from an empty Fabric workspace to a working planning environment — budgeting, statistical forecasting, scenarios, PowerTable, and Intelligence Sheet reporting.
Fabric Plan is Microsoft Fabric's native enterprise planning workload - connected to your semantic models and designed to replace disconnected spreadsheet-based planning workflows. This training takes you from an empty Fabric workspace to a working planning environment across ten hands-on exercises. By the end of this training you will be able to:
By the end of this training, you will be able to:
Set up a Fabric Plan environment from scratch and build a Plan app ready for input and collaboration
Set top-down targets, build a bottom-up sales plan, and optimize against a profit target
Create and maintain a rolling forecast as periods close, and commit it to a Fabric SQL database
Build structured P&L models using Measure Model and Row Model
Consolidate plans built at different dimensional grains into a single profitability view
Build governed data management apps with PowerTable and Intelligence Sheet dashboards
Prerequisites & environment setup
Before starting, ensure your environment meets the requirements below. Some items may require your Fabric admin to act on your behalf.
The training datasets are available to signed-in community members. Sign in to download the .pbix files, the Excel source and the report assets used across all ten exercises.
Sign in to access the training files
6 files across 3 bundles. A community account is free.
These three areas affect how planning sheets behave. Worth reviewing as you work through the exercises or before applying what you have learned to your own environment.
Semantic modeling
How your semantic model is structured directly affects the quality of your planning sheets — measure naming, relationships, and RLS all matter.
Planning sheets use the date hierarchy from your semantic model to structure columns. Getting the date table configuration right before you start avoids issues that are difficult to fix later.
If your organization uses a non-January fiscal year, configure this before building planning sheets — it cannot easily be changed after data has been entered.
