DOCUMENTATION

Fabric Planning Documentation

The Fabric Planning documentation covers planning, PowerTable and Intelligence Sheets in Microsoft Fabric: concepts, step-by-step how-tos, tutorials and formula reference. Find what you need, then get back to your plan.

Start with the overview

New to Fabric Planning? Start here

Understand the product

What Fabric Planning is and how its parts fit together.

What is Fabric Planning?

Check the prerequisites

Workspace, capacity and permissions you need before you start.

Prerequisites

Connect a database

Set up the connection your plans write back to.

Create a database connection

Create your first planning sheet

Build a planning sheet on a semantic model.

Create a planning sheet

Explore the Fabric Planning documentation

Pick the part of Fabric Planning you're working in. Each section has concepts, how-tos and reference.

Planning Sheets

Build planning apps on your semantic models: measures, rows, forecasts, scenarios and writeback.

Measure model and row model Forecast data Analyze outcomes with scenarios Persist data with writeback Connected planning with Infobridge

Browse Planning Sheets

PowerTable Sheets

Edit and write back tabular data, with approvals, access control and audit logs.

Create a table app Configure an approval workflow Set up row and column access control Configure layouts Automate workflows

Browse PowerTable Sheets

Intelligence Sheets

Report on, analyze and explain your plans with Intelligence Sheets.

Build financial reports Build a dashboard Apply IBCS formats Retain report data with writeback Intelligence FAQ

Browse Intelligence Sheets

Planning tutorials

End-to-end walkthroughs, from your first planning sheet to a P&L in Intelligence Sheets.

Introduction to Fabric Planning Create a rolling forecast
Build a P&L hierarchy with the measure model Build a P&L Intelligence Sheet

See all tutorials

Resources

Billing, roles, limits and troubleshooting: what you need before you go live.

Billing and usage User roles and access Known limitations Error codes and resolutions CI/CD for Fabric Planning

Browse Resources

Look up a formula function

Planning Sheets formulas cover math, text, dates, time intelligence, lookups and scripting.
Each function has its own reference page.

Σ Formulas and Functions overview Math functions Text functions Date functions Time intelligence Logical functions Conditional statements Lookup functions Statistical functions Scripting functions Measures and column selection

PowerTable formulas and functions

Prefer to learn by doing?

Hands-on Labs

Ten guided exercises with real datasets, from an empty workspace to a working planning environment.

Start the labs

Skills Hub

Short video episodes, one task each.

Start watching

Compare the two paths

Can't find what you need?

Ask other planners in the forums, and mention the docs page you were on. If something is missing from the product, suggest it in Ideas.

Ask in the forums

Suggest an idea

Planning in Microsoft Fabric on Microsoft Learn

Enterprise planning, integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co-engineered with Lumel.

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This community is operated independently by Lumel. Nothing on this site constitutes a representation or warranty by Microsoft.