How-tos

Forecast data to predict future trendsForecast data to predict future trends Forecasting capabilities in the Planning sheet enable organizations to move beyond static annual plans and adopt…Commenting and collaborationCommenting and collaboration Commenting and collaboration features enable you to add contextual discussions directly within the planning sheets. Use these capabilities with…Extend Planning sheet with data inputExtend Planning sheet with data input Data input rows and columns enable authors to extend the Planning sheet by entering values directly…Multidimensional planning and forecastingMultidimensional planning and forecasting Analyze planning outcomes with scenariosAnalyze planning outcomes with scenarios Scenarios allow you to create multiple planning versions within a Planning sheet to evaluate different business outcomes.…BookmarksBookmarks Bookmarks in Planning sheets allow you to save and revisit specific report states. These states can include filters, sorting, layouts, hierarchy…Exports in the Planning sheetExports in the Planning sheet Planning sheet allows you to export reports to PDF and Excel while preserving formatting, layout, and data…PivotPivot Pivot data lets you reorganize row dimensions to create alternate views of your data without changing the underlying dataset. Each pivot…LayoutsLayouts Layout options control how data is structured and displayed in the report. You can configure both table layouts and measure layouts…Conditional formattingConditional formatting Conditional formatting allows you to apply dynamic formatting to data in the planning sheet based on specified conditions, thresholds, or…Persist data with WritebackPersist data with Writeback Writeback saves data from a Planning sheet to external data destinations such as databases, cloud data warehouses, and…Basic formattingBasic formatting Once you have chosen the layouts and/or templates, it is time to apply some basic formatting to the report. In…Adding business logic and formulasAdding business logic and formulas In previous sections, we looked at the basic interactions and settings for displaying information available in Plan.…Use row modelsUse row models Optimize overviewOptimize overview Use Optimize to find the input values needed to reach a target KPI, like revenue, margin, or cash, and to…Configure approval workflowsConfigure approval workflows Approval workflows manage changes made to planning data by routing updates through one or more approval levels. When multiple…Measure-based modellingMeasure-based modelling Measure modeling is used to organize the measures defined in a semantic model into a hierarchical structure that reflects business…Manage security in planningManage security in planning Use Security in the planning sheet to control access to planning sheets and planning features by assigning users…

Enterprise planning, Integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co Engineered with Lumel.

BUILT ON