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Fabric Planning Gallery

Browse and download real screens from Planning, Data Management, and Integrated Intelligence - every one built natively in Microsoft Fabric.
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FP&A starter set
Budget, forecast, variance
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Scale past 1.2M cells
Approvals & workflow
Data Management in action
Board-ready reporting
iBCS and executive views
start learning
22 videos

Intelligence

4:58

Intelligence 300 - Intelligence Sheet Interface Overview

BeginnerGet Started

Learn how to work with Intelligence Sheet in Microsoft Fabric Plan. Explore the report layout, customize visuals, manage themes and interactions, configure comments and security, and...

Intelligence

3:58

Intelligence 301 - Building Interactive Dashboards

BeginnerGet Started

Discover the fundamentals of Intelligence Sheets in Fabric Planning and learn how to build interactive dashboards directly on top of semantic models. In this Intelligence 101...

Intelligence

05:10

Intelligence 302 - Reporting

BeginnerGet Started

Learn how to build boardroom-ready P&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll...

Intelligence

3:09

Intelligence 303 - Advanced Formatting

BeginnerGet Started

Discover how advanced formatting in Microsoft Fabric Planning's Intelligence Sheet transforms a basic matrix into an interactive performance report. Learn how to improve readability with hierarchy...

Intelligence

3:02

Box Plot on Power BI Semantic Models

BeginnerGet Started

Build a Box Plot on top of Power BI Semantic Models using Fabric Plans Intelligence Sheets to analyze data distributions without rebuilding your data model. In...

Intelligence

4:44

Build IBCS Compliant Reports in Microsoft Fabric

BeginnerGet Started

See how Microsoft Fabric simplifies IBCS-compliant reporting with Intelligence Sheet. Build executive dashboards on your Power BI semantic model using standardized charts, KPI cards, variance analysis,...

Intelligence

5:37

Getting Started with Superfilter

BeginnerGet Started

Explore Superfilter, a unified filtering visual for Microsoft Fabric Planning. Combine calendar, facet, hierarchy, treemap, measure filtering, advanced search, KPI variance, saved filters, ranking, and play...

Intelligence

2:47

Collaborative Commentary and Annotations in Microsoft Fabric Planning

BeginnerFeature Overview

Learn how to add notes and comments in Intelligence Sheet within Microsoft Fabric Planning. This video covers chart and matrix annotations, threaded comments with @mentions, task...

Intelligence

2:48

Paginated Reports in Microsoft Fabric Planning

IntermediateFeature Overview

Discover how to create paginated reports in Microsoft Fabric Planning using Intelligence Sheets. This session explores how to build matrix-based reports with interactive filters, configure row...

Intelligence

03:22

Fully Formatted Exports to Excel & PDF in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to export fully formatted financial and paginated reports from Intelligence Sheets in Microsoft Fabric Planning. In this video, we demonstrate how to configure pagination,...

Intelligence

2: 24

Build a KPI Card

IntermediateFeature Overview

Discover how to create executive-ready KPI cards using Intelligence Sheets. Configure actuals, plans, and variances in a single visual, add sparklines to highlight trends, customize formatting,...

Intelligence

4:21

Financial Reporting

IntermediateFeature Overview

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,...

Intelligence

2:56

Performance reporting and variance analysis

IntermediateFeature Overview

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,...

Intelligence

3:11

Multi Trellis Variance Analysis in Microsoft Fabric

IntermediateFeature Overview

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...

Intelligence

2:25

Multi level financial KPI Cards

IntermediateFeature Overview

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,...

Intelligence

2:56

Bookmarks in Intelligence

IntermediateFeature Overview

Learn how to use Bookmarks in Microsoft Fabric Planning to create more interactive and personalized reporting experiences. In this video, you'll see how to save report...

Intelligence

3:04

Retail Performance Dashboard in Microsoft Fabric

IntermediateFeature Overview

This demo shows how to build and navigate a retail performance report using Microsoft Fabric Planning, covering five years of sales data. It walks through an...

Intelligence

2:08

Customer journey analysis with sankey chart

IntermediateFeature Overview

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...

Intelligence

2:23

Project management dashboard

IntermediateFeature Overview

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...

Intelligence

2:17

Insert and Manage Rows in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to insert and manage rows in Microsoft Fabric Intelligence Sheet without modifying your semantic model. Create template rows, custom calculations, percentage contribution, and data...

Intelligence

3: 36

Insert and Manage Columns in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to add custom columns and calculations directly in Microsoft Fabric Intelligence Sheet without modifying your Power BI semantic model. Create time intelligence measures, financial...

Intelligence

5:09

Inside Explore Model in Microsoft Fabric Planning

IntermediateFeature Overview

Learn how to use Explore Model in Fabric Planning to interactively analyze your semantic model. Explore data with grid and tree views, intelligent filters, Pareto analysis,...

Intelligence

3:02

Part 1: Building a Live Cash Flow Forecast

AdvancedDeep-diveUse Case

Learn how to build and forecast a cash flow statement using Fabric Planning in a fully integrated environment. In this demo, see how to create a...

Intelligence

2:51

Part 2: Cash Flow Planning & Scenario Simulation

AdvancedDeep-diveUse Case

Take your cash flow planning further with scenario analysis in Fabric Planning. In this demo, see how to simulate real-world financial decisions by adjusting key assumptions...

22 videos

IBCS Financial Performance & Variance Analysis in Microsoft Fabric Plan

IntelligenceDashboardFinanceRetail & Consumer GoodsSales & MarketingComparisonFinancial AnalysisIBCSPerformance AnalysisTime IntelligenceVariance Analysis

IBCS-standard financial reporting in Microsoft Fabric Plan Intelligence Sheet showing Actual vs Plan and Prior Year performance, revenue, COGS, gross profit, EBITDA, EBIT, net profit, operating...

Pharmaceutical Revenue Forecast & Sales Performance Analysis in Microsoft Fabric Plan

IntelligenceHealthcareManufacturing & Supply ChainForecastPerformance AnalysisSales PerformanceVariance Analysis

Pharmaceutical sales forecasting and commercial performance analysis in Microsoft Fabric Plan Intelligence Sheet showing Actual vs Plan revenue, forecast variance, YoY sales growth, units sold, ASP,...

Revenue Performance & Profitability Analysis in Microsoft Fabric Plan

IntelligenceDashboardRetail & Consumer GoodsRevenue AnalysisSales Performance

Microsoft Fabric Plan Intelligence Sheet for revenue performance and profitability analysis, featuring executive KPIs, year-over-year revenue trends, revenue-to-net-profit analysis, product and category performance, customer segmentation, regional...

Gantt Chart Product Launch Timeline, Milestone & Readiness Tracker in Microsoft Fabric Plan

IntelligenceGanttTechnologyProject Management

SaaS new product launch project management dashboard in Microsoft Fabric Plan Intelligence Sheet showing Gantt chart timeline and milestones, discovery and planning phases, development progress, task...

Consumer Product Analytics Dashboard for Mobile & Electronics in Fabric Plan Intelligence Sheet

IntelligenceDashboardFinanceRetail & Consumer GoodsSales & MarketingSales Performance Performance Analysis

A Mobile and Electronics Consumer Product Analytics dashboard built with Microsoft Fabric Planning Intelligence Sheet, helping retail teams track sales performance, understand brand and product trends,...

Supplier Performance & Procurement Analytics Dashboard in Microsoft Fabric Planning

IntelligenceDashboardManufacturing & Supply Chain

A Supplier Performance Analytics dashboard built in Microsoft Fabric Planning Intelligence Sheet to help supply chain teams evaluate supplier performance by tracking revenue, order volume, lead...

IBCS Healthcare Patient, Clinical & Financial Analytics Dashboard in Microsoft Fabric Planning

IntelligenceDashboardHealthcareIBCSPerformance Analysis

An IBCS Standerd Healthcare Analytics dashboard built in Microsoft Fabric Planning Intelligence Sheet that provides a connected view of patient and hospital performance, helping healthcare teams...

All-in-One Advanced Filtering with Super Filter in Microsoft Fabric Planning

IntelligenceBusiness Intelligence & AnalyticsFilter

An all-in-one advanced filtering showcase built with Super Filter in Microsoft Fabric Planning, bringing date and calendar filtering, facet and measure filters, advanced search, hierarchy filtering,...

IBCS Variance Dashboard for Business Unit Performance

IntelligenceDashboardFinancial ServicesTechnologyComparisonFinancial AnalysisForecastPerformance AnalysisProject ManagementRevenue AnalysisSales PerformanceTime Intelligence

A complete IBCS-compliant management dashboard built on a Power BI semantic model using Intelligence Sheet in Microsoft Fabric Plan. Features KPI cards, Matrix with inline bullet...

IBCS Financial Performance & Variance Analysis in Microsoft Fabric Plan

IntelligenceDashboardFinanceRetail & Consumer GoodsSales & MarketingComparisonFinancial AnalysisIBCSPerformance AnalysisTime IntelligenceVariance Analysis

IBCS-standard financial reporting in Microsoft Fabric Plan Intelligence Sheet showing Actual vs Plan and Prior Year performance, revenue, COGS, gross profit, EBITDA, EBIT, net profit, operating...

Pharmaceutical Revenue Forecast & Sales Performance Analysis in Microsoft Fabric Plan

IntelligenceHealthcareManufacturing & Supply ChainForecastPerformance AnalysisSales PerformanceVariance Analysis

Pharmaceutical sales forecasting and commercial performance analysis in Microsoft Fabric Plan Intelligence Sheet showing Actual vs Plan revenue, forecast variance, YoY sales growth, units sold, ASP,...

Revenue Performance & Profitability Analysis in Microsoft Fabric Plan

IntelligenceDashboardRetail & Consumer GoodsRevenue AnalysisSales Performance

Microsoft Fabric Plan Intelligence Sheet for revenue performance and profitability analysis, featuring executive KPIs, year-over-year revenue trends, revenue-to-net-profit analysis, product and category performance, customer segmentation, regional...

Gantt Chart Product Launch Timeline, Milestone & Readiness Tracker in Microsoft Fabric Plan

IntelligenceGanttTechnologyProject Management

SaaS new product launch project management dashboard in Microsoft Fabric Plan Intelligence Sheet showing Gantt chart timeline and milestones, discovery and planning phases, development progress, task...

Consumer Product Analytics Dashboard for Mobile & Electronics in Fabric Plan Intelligence Sheet

IntelligenceDashboardFinanceRetail & Consumer GoodsSales & MarketingSales Performance Performance Analysis

A Mobile and Electronics Consumer Product Analytics dashboard built with Microsoft Fabric Planning Intelligence Sheet, helping retail teams track sales performance, understand brand and product trends,...

Supplier Performance & Procurement Analytics Dashboard in Microsoft Fabric Planning

IntelligenceDashboardManufacturing & Supply Chain

A Supplier Performance Analytics dashboard built in Microsoft Fabric Planning Intelligence Sheet to help supply chain teams evaluate supplier performance by tracking revenue, order volume, lead...

IBCS Healthcare Patient, Clinical & Financial Analytics Dashboard in Microsoft Fabric Planning

IntelligenceDashboardHealthcareIBCSPerformance Analysis

An IBCS Standerd Healthcare Analytics dashboard built in Microsoft Fabric Planning Intelligence Sheet that provides a connected view of patient and hospital performance, helping healthcare teams...

All-in-One Advanced Filtering with Super Filter in Microsoft Fabric Planning

IntelligenceBusiness Intelligence & AnalyticsFilter

An all-in-one advanced filtering showcase built with Super Filter in Microsoft Fabric Planning, bringing date and calendar filtering, facet and measure filters, advanced search, hierarchy filtering,...

IBCS Variance Dashboard for Business Unit Performance

IntelligenceDashboardFinancial ServicesTechnologyComparisonFinancial AnalysisForecastPerformance AnalysisProject ManagementRevenue AnalysisSales PerformanceTime Intelligence

A complete IBCS-compliant management dashboard built on a Power BI semantic model using Intelligence Sheet in Microsoft Fabric Plan. Features KPI cards, Matrix with inline bullet...

 
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PowerTable

6: 47

PowerTable - Getting started with a CSV/ Excel File

BeginnerGet Started

See how Microsoft Fabric simplifies Master Data Management with PowerTable in Microsoft Fabric Planning. Import data from CSV or Excel, configure approvals and workflows, apply formulas...

PowerTable

5:40

PowerTable Introduction & Walkthrough

BeginnerGet Started

Explore the PowerTable interface and learn how to create and manage no-code data apps, configure approvals and workflows, automate business processes, apply access controls, collaborate with...

PowerTable

4:59

An Asset Tracking Data App

IntermediateUse Case

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,...

PowerTable

4:13

Setting up a time tracker

IntermediateUse Case

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...

PowerTable

2:18

Project Scheduling with Gantt view

IntermediateUse Case

See how Microsoft Fabric makes project and task management interactive and connected to your data. This demo shows how to configure Gantt layouts, update timelines, manage...

PowerTable

2:51

Resource assignments and delivery review

IntermediateUse Case

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,...

PowerTable

2:34

Get Started with Gantt Layout

how-toBeginner

Create interactive Gantt charts Fabric Plan by using PowerTable to visualize project timelines, manage tasks, and track schedules more effectively. Learn how to import Excel data...

Resources :

PowerTable

1:42

Milestone configuration in Gantt Layout

how-toBeginner

Learn how to create, manage, and customize milestones in PowerTable. This video covers creating milestone tasks, converting existing tasks into milestones, displaying multiple milestones for a...

PowerTable

1:45

Setting up Hierarchy Structure in Gantt Layout

how-toBeginner

Learn how to configure task hierarchies in PowerTable Gantt. This video covers both supported hierarchy types - ID & Parent ID and Multiple Column Hierarchy -...

PowerTable

1:42

Manage Baseline in Gantt Layout

how-toBeginner

Learn how to create, compare, and manage project baselines in PowerTable Gantt. This video demonstrates how to create new baselines, compare project schedules over time, restore...

PowerTable

2:20

Summary Bar Configuration in Resource Layout

how-toIntermediate

Configure Summary Bar in the Resource Layout to visualize planned workload, actual effort, and resource performance in one place. Customize metrics, apply conditional formatting, and track...

PowerTable

1:58

Manage reference data for planning app 

IntermediateUse Case

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,...

PowerTable

2:08

Manage Slowly Changing Dimensions (SCD Type 2) with PowerTable

IntermediateFeature Overview

Learn how to configure SCD Type 2 tables in PowerTable with Microsoft Fabric SQL. Automate history tracking, record versioning, active records, and surrogate key management in...

PowerTable

4:26

Using Forms and Automations in Microsoft Fabric

IntermediateFeature Overview

Discover how Microsoft Fabric Planning streamlines asset management with forms and automation. This demo shows how to capture employee requests through forms, automatically update records, and...

PowerTable

5:09

Setting Up SCD Type 2 & Type 3 in PowerTable

IntermediateFeature Overview

Learn how to configure SCD Type 2 and Type 3 in PowerTable for Microsoft Fabric SQL Database. Explore the prerequisites, setup, and configuration for both approaches,...

PowerTable

5:53

Setting Up Approval Workflows in PowerTable

IntermediateFeature Overview

Learn how to configure Approval workflows in PowerTable for Fabric Planning. Set up flat, rule-based, and multi-level approvals, manage review requests, track approvals, and control data...

PowerTable

7:45

Setting Up Automations in PowerTable

IntermediateFeature Overview

See how PowerTable in Microsoft Fabric Planning automates business processes with event-driven workflows. Learn how to build automations using triggers, actions, conditional logic, loops, and database...

PowerTable

5:07

Lookup Columns in PowerTable

IntermediateFeature Overview

Learn how to use lookup columns in PowerTable for Microsoft Fabric Planning to display related data, replace IDs with meaningful values, and simplify data entry. Discover...

PowerTable

4:06

Setting up Forms in Powertable

IntermediateFeature Overview

Learn how to create and share custom forms in PowerTable for Microsoft Fabric Plan. This video shows how to build and customize forms, organize fields, manage...

PowerTable

1:59

Setting up Relation columns in PowerTable

IntermediateFeature Overview

Learn how to create and use relation columns in PowerTable for Microsoft Fabric Plan. This video shows how to connect related tables, apply conditions to filter...

PowerTable

2:11

Setting Up Roll Up Columns in PowerTable

IntermediateFeature Overview

Create roll-up columns in PowerTable to aggregate data from related tables and bring summarized values into a parent table. Learn how to apply filters, calculate aggregated...

PowerTable

11:44

Working with Crosstab Layout in PowerTable

how-toAdvanced

Learn how to configure and use the Crosstab Layout in PowerTable on Fabric Plan to simplify data entry and reporting. This video covers crosstab prerequisites, pivoting...

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