How-tos

Measure and row-based planningMeasure and row-based planning 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…Collabration and exportCollabration and export 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.…Pivot dataPivot data Pivot data lets you reorganize row dimensions to create alternate views of your data without changing the underlying dataset. Each…Format and displayFormat and display Basic formattingBasic formatting Once you have chosen the layouts and/or templates, it is time to apply some basic formatting to the report. In…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…Connected planningConnected planning Plan comes with Infobridge, a no-code data integration, preparation, and transformation engine, transforming it into an advanced real-time collaborative and…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.

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