Bottom-up Planning

Bottom-Up Planning for Business Hierarchies in Fabric Planning#

Bottom-up planning helps your organization create accurate, data-driven plans by capturing planning values at the most detailed level of the business hierarchy. You can create or update planning values at a lower hierarchy level, and the planning model automatically consolidates those values into higher-level summaries. This approach gives decision-makers visibility into organizational performance.

Use bottom-up planning to leverage operational insights, improve forecast accuracy, and create reliable plans that reflect real business activities across the enterprise.

How bottom-up planning works#

Bottom-up planning follows a structured process:

1. Create or update planning values at detailed hierarchy levels.
2. Evaluate the planning hierarchy.
3. Aggregate planning values to parent hierarchy members.
4. Review, refine, and finalize the consolidated planning results.

The planning model automatically rolls up planning values through the hierarchy to produce accurate summary-level plans.

Why use bottom-up planning?#

Bottom-up planning helps your organization:

• Build plans using detailed operational data.
• Improve forecast accuracy with business-level insights.
• Automatically consolidate planning values across the hierarchy.
• Reduce manual aggregation and consolidation effort.
• Increase confidence in planning decisions through detailed analysis.
• Create reliable enterprise-wide plans from operational inputs.

Common business scenarios#

Use bottom-up planning to:

• Forecast sales by product, customer, or region.
• Plan departmental expenses and operating costs.
• Estimate demand by warehouse or distribution center.
• Plan production across manufacturing locations.
• Create workforce and resource plans by team or department.
• Consolidate detailed planning data into enterprise-wide plans.

Key capabilities#

Bottom-up planning enables you to:

• Create plans at detailed hierarchy levels.
• Aggregate planning values automatically.
• Consolidate operational plans into higher-level summaries.
• Analyze planning results at both detailed and summary levels.
• Review and refine consolidated planning values before finalizing the plan.

Key takeaway#

Bottom-up planning transforms detailed operational inputs into accurate, consolidated plans by automatically aggregating planning values throughout the business hierarchy. Think of bottom-up planning as ‘many to one’ aggregation.