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Plan
Prerequisites for Plan
Known Limitations in Plan (Preview)
Row-level security (RLS) behavior in Plan
Roles in Fabric Plan
Disaster recovery for Plan
Planning sheets
How-tos
Create and share a cloud connection for a semantic model
Creating a Planning Sheet
Create a database connection for collaboration
Forecast data to predict future trends
Create multi-dimensional forecasts
Manage rolling forecasts
Generate forecasts from statistical data
Extend planning beyond source data periods
Edit forecast settings
Allocate deficits to meet targets
Commenting and collaboration
Notes in Commenting and Collaboration
Extend Planning sheet with data input
Plan across multiple dimensions with cubes
Analyze planning outcomes with scenarios
Bookmarks
Exports in the Planning sheet
Pivot
Layouts
Conditional formatting
Create rules in Conditional Formatting
Format by Rules (If conditions) in conditional formatting
Format by Color scale conditional formatting
Format by classification conditional formatting
Quick formatting options
Manage Rules
Persist data with Writeback
Writeback in Plan
General Settings
Data Settings
Destination Settings
Configure advanced settings
Configure writeback destinations
View Logs
Enable writeback in reading mode
FAQs on Writeback
Basic formatting
Number formatting
Cell, header & value formatting
Total and Subtotals
Adding business logic and formulas
Edit cells
Rows
Insert data input rows
Insert template rows
Insert formula rows
Insert blank rows
Insert forecast rows
Measures and Columns
Insert data input columns
Number
Dropdown
Text, checkbox & date
Person
Insert Formula columns
Manage inserted rows
Manage inserted measures & columns
Manage aggregation
Row aggregation
Driver Model
Configure row properties in the model
Create a model using Model Builder
Create templates for reusable row structures
Create a driver-based model
Tree view
Visualize the model using the tree layout
Optimize overview
Maximize or minimize a target value
Optimize input values to meet a target
Formula syntax
Conditional statements
IF
IFNA
AVERAGEIF
COUNTIF
SUMIF
FILTERIF
SWITCH
Logical functions
AND
OR
NOT
XOR
IN
ISBLANK
ISNUMBER
ISREFEXIST
Math functions
ABS
AVERAGE
AVERAGEEXNEG
AVERAGEEXZERO
AVERAGEEXZERONEG
CEILING
COUNT
DIVIDE
EVEN
EXP
ODD
FLOOR
INDEXOF
LARGE
LOG
MAX
MIN
MOD
MROUND
NUMBERVALUE
PCT
POWER
PRODUCT
RAND
RANDBETWEEN
ROUND
ROUNDDOWN
ROUNDUP
SORT
SUBTRACT
SUM
SMALL
SQRT
PMT
Text formatting functions
CONCATENATE
CONCATALL
HYPERLINK
LEFT
LOWER
MID
PROPER
REPLACE
REPT
RIGHT
TEXT
TRIM
UPPER
VALUE
LEN
Date functions
DATEADD
DATEDIFF
DAY
DATE
DATE.FORMAT
SOWEEK
SOMONTH
SOQTR
SOYEAR
EOWEEK
EOMONTH
EOQTR
EOYEAR
NETWORKDAYS
ADDDAYS
ADDWEEKS
ADDMONTHS
ADDQTRS
ADDYEARS
FROM_EXCELDATE
MONTH
DATE.NOW
PERIOD_RANGE
TO_EXCELDATE
YEAR
Time intelligence functions
AGGREGATE
FILTER
COLUMN_PERIOD
LASTNDAY
LASTNMONTH
LASTNQTR
LASTNYEAR
MONTHPERIOD
MOVINGAVERAGE
MOVINGSUM
MTD
NEXTNDAY
NEXTNMONTH
NEXTNQTR
NEXTNYEAR
QTD
QTRPERIOD
SHIFT
TOTALYTD
TOTALQTD
TOTALMTD
VALUEAT
YEARPERIOD
YTD
Other operators
Identifiers
CLOSEDPERIOD
COLUMN.DATE
COLUMN.PARENT
COLUMNS
CURRENT_PERIOD
DESCENDANTS
FORECAST.CLOSED_END
FORECAST.CLOSED_START
FORECAST.OPEN_END
FORECAST.OPEN_START
GROUP INDEX
HAS
HAS_ALL
HAS_SOME
LEAVES
LEVEL
LOGGEDIN_EMAIL
LOGGEDIN_NAME
MATCH
MAXDATE
MEMBERS
MINDATE
RELATIVE
RELATIVE_COLUMN
ROW.PARENT
ROW.LABEL
Scripting functions
DISPLAYTOAST
EXPORT
LAYOUT
OPENFILTER
OPENKPIEXPLORER
OPENMANAGECOLUMN
OPENSEARCH
OPENTOPN
SENDMAIL
SETCFRULE
SETCOLUMNSORT
SETFILTER
SETFILTERBYINDEX
SETFONTSIZE
SETFOOTER
SETHEADER
SETLOCK
SETMEASURETITLE
SETMAXDECIMALPRECISION
SETPAGINATION
SETSCALING
SETSEMANTICFORMATTING
SETSTATUSBAR
SETVALUE
SETVISIBILITY
SHOWBETWEENPERIOD
SHOWCLOSEDFORECAST
SHOWMEASUREBETWEENPERIOD
TOPN
DISPLAY SETTINGS
SETBLANKLABEL
SETSUPPRESSZEROS
SETRAGGEDHIERARCHY
SEPARATOR
SETCOMBINECOLUMNHEADER
SEMANTICFORMAT
SHOWNULLAS
SHOWZEROAS
SINGLECHILD
Statistical Functions
MEDIAN
MODE
MODESNGL
RANKEQ
RANKAVG
QUARTILEINC
QUARTILEEXC
VARS
VARP
STDEVS
STDEVP
PERCENTILEINC
PERCENTILEEXC
NORMDIST
NORMSDIST
NORMINV
NORMSINV
PERCENTRANKINC
PERCENTRANKEXC
Miscellaneous functions
FETCH
LOOKUP
Measure/Column selection functions
GETCOLBETWEENPERIODS
GETMEASURE
SELECT
SELECT_BYINDEX
Troubleshoot
PowerTable sheets
Concepts
Relation column (Master-detail relationship)
Layouts
Gantt chart
Slowly changing dimensions
Automation
How-tos
Build a no-code table app with PowerTable
Connect PowerTable sheet to a semantic model
Connect to a Database
Enter Data Manually
Data management
Edit and Bulk-edit data
Preview Changes
Insert, import, duplicate, and delete rows
Add Columns - Overview
Add visual column overview
Multi-select relationship column
Reference Column
Relation Column
Rollup column
Button Column
Attachment Column
Add Database Column
Add Formula Column
Configure column properties
General
Display
Lookup and relation
Set up row and column access control
Manage Columns
Change column widths
Configure layouts
Hierarchy
Crosstab
Gantt
Resource
Calendar
Kanban
Create data entry forms
Approval flow
Configure approval workflow
Review changes in PowerTable approval workflow
Create automation
Collaborative Commenting
View all comments & track changes
Assign users & task status
Export powertable sheet
Conditional Formatting
Audit log
Create slowly changing dimensions
Explore and organize data
Filter data
Group rows
Appearance settings
Reference
Supported column and input types
Supported file types for attachment
Intelligence sheets
How-tos
Get started with Intelligence sheets
Get started with reporting
Apply conditional formatting
Showcase data points in charts
Highlight tabular data with conditional formatting
Create rules
Build financial reports
Collaborate on reports with comments
Pagination and formatting for reports
Export high-quality PDF & Excel reports
Visualize simulations, budgets, and forecasts
Plan projects with Gantt charts
Retain report data with Writeback
Build multi-measure charts
Use themes for consistent color schemes
Ranking data
Sorting data
Filter data
Add date filters
Create a filter panel
Add a treemap filter
Add a hierarchy filter
Build a dashboard
Apply IBCS formats
Column and bar charts
Waterfall charts
Area and line charts
Scatter and bubble charts
Small multiples
Table templates
Visualization library
Sankey chart
Boxplot
Multi axis chart
Slope graph
Network graph
Compare data with small multiples
Infobridge
Concepts
Connected planning
How-tos
Create a bridge to integrate and transform plans
Consolidate data between sheets
Import data into a bridge
Manage query operations
Query transformations
Append
Join
Duplicate
Writeback transformed data from InfoBridge
4. Manage sources
6. Insert measure from bridge
7. Manage Integration of Plan items
8. Manage Bridges
9. Data transformations
Pivot table
Group by
Add Column
Pivot column
Rename column
Find and Replace
Remove measure
Filter rows
Sort
Text functions
Unnest
Round
Extract Comments
Import and export
10. Integrating forecasts
11. Collaborative adjustments
Infobridge sheets in Plan (preview)
Plan
Prerequisites for Plan
Known Limitations in Plan (Preview)
Row-level security (RLS) behavior in Plan
Roles in Fabric Plan
Disaster recovery for Plan
Planning sheets
How-tos
Create and share a cloud connection for a semantic model
Creating a Planning Sheet
Create a database connection for collaboration
Forecast data to predict future trends
Create multi-dimensional forecasts
Manage rolling forecasts
Generate forecasts from statistical data
Extend planning beyond source data periods
Edit forecast settings
Allocate deficits to meet targets
Commenting and collaboration
Notes in Commenting and Collaboration
Extend Planning sheet with data input
Plan across multiple dimensions with cubes
Analyze planning outcomes with scenarios
Bookmarks
Exports in the Planning sheet
Pivot
Layouts
Conditional formatting
Create rules in Conditional Formatting
Format by Rules (If conditions) in conditional formatting
Format by Color scale conditional formatting
Format by classification conditional formatting
Quick formatting options
Manage Rules
Persist data with Writeback
Writeback in Plan
General Settings
Data Settings
Destination Settings
Configure advanced settings
Configure writeback destinations
View Logs
Enable writeback in reading mode
FAQs on Writeback
Basic formatting
Number formatting
Cell, header & value formatting
Total and Subtotals
Adding business logic and formulas
Edit cells
Rows
Insert data input rows
Insert template rows
Insert formula rows
Insert blank rows
Insert forecast rows
Measures and Columns
Insert data input columns
Number
Dropdown
Text, checkbox & date
Person
Insert Formula columns
Manage inserted rows
Manage inserted measures & columns
Manage aggregation
Row aggregation
Driver Model
Configure row properties in the model
Create a model using Model Builder
Create templates for reusable row structures
Create a driver-based model
Tree view
Visualize the model using the tree layout
Optimize overview
Maximize or minimize a target value
Optimize input values to meet a target
Formula syntax
Conditional statements
IF
IFNA
AVERAGEIF
COUNTIF
SUMIF
FILTERIF
SWITCH
Logical functions
AND
OR
NOT
XOR
IN
ISBLANK
ISNUMBER
ISREFEXIST
Math functions
ABS
AVERAGE
AVERAGEEXNEG
AVERAGEEXZERO
AVERAGEEXZERONEG
CEILING
COUNT
DIVIDE
EVEN
EXP
ODD
FLOOR
INDEXOF
LARGE
LOG
MAX
MIN
MOD
MROUND
NUMBERVALUE
PCT
POWER
PRODUCT
RAND
RANDBETWEEN
ROUND
ROUNDDOWN
ROUNDUP
SORT
SUBTRACT
SUM
SMALL
SQRT
PMT
Text formatting functions
CONCATENATE
CONCATALL
HYPERLINK
LEFT
LOWER
MID
PROPER
REPLACE
REPT
RIGHT
TEXT
TRIM
UPPER
VALUE
LEN
Date functions
DATEADD
DATEDIFF
DAY
DATE
DATE.FORMAT
SOWEEK
SOMONTH
SOQTR
SOYEAR
EOWEEK
EOMONTH
EOQTR
EOYEAR
NETWORKDAYS
ADDDAYS
ADDWEEKS
ADDMONTHS
ADDQTRS
ADDYEARS
FROM_EXCELDATE
MONTH
DATE.NOW
PERIOD_RANGE
TO_EXCELDATE
YEAR
Time intelligence functions
AGGREGATE
FILTER
COLUMN_PERIOD
LASTNDAY
LASTNMONTH
LASTNQTR
LASTNYEAR
MONTHPERIOD
MOVINGAVERAGE
MOVINGSUM
MTD
NEXTNDAY
NEXTNMONTH
NEXTNQTR
NEXTNYEAR
QTD
QTRPERIOD
SHIFT
TOTALYTD
TOTALQTD
TOTALMTD
VALUEAT
YEARPERIOD
YTD
Other operators
Identifiers
CLOSEDPERIOD
COLUMN.DATE
COLUMN.PARENT
COLUMNS
CURRENT_PERIOD
DESCENDANTS
FORECAST.CLOSED_END
FORECAST.CLOSED_START
FORECAST.OPEN_END
FORECAST.OPEN_START
GROUP INDEX
HAS
HAS_ALL
HAS_SOME
LEAVES
LEVEL
LOGGEDIN_EMAIL
LOGGEDIN_NAME
MATCH
MAXDATE
MEMBERS
MINDATE
RELATIVE
RELATIVE_COLUMN
ROW.PARENT
ROW.LABEL
Scripting functions
DISPLAYTOAST
EXPORT
LAYOUT
OPENFILTER
OPENKPIEXPLORER
OPENMANAGECOLUMN
OPENSEARCH
OPENTOPN
SENDMAIL
SETCFRULE
SETCOLUMNSORT
SETFILTER
SETFILTERBYINDEX
SETFONTSIZE
SETFOOTER
SETHEADER
SETLOCK
SETMEASURETITLE
SETMAXDECIMALPRECISION
SETPAGINATION
SETSCALING
SETSEMANTICFORMATTING
SETSTATUSBAR
SETVALUE
SETVISIBILITY
SHOWBETWEENPERIOD
SHOWCLOSEDFORECAST
SHOWMEASUREBETWEENPERIOD
TOPN
DISPLAY SETTINGS
SETBLANKLABEL
SETSUPPRESSZEROS
SETRAGGEDHIERARCHY
SEPARATOR
SETCOMBINECOLUMNHEADER
SEMANTICFORMAT
SHOWNULLAS
SHOWZEROAS
SINGLECHILD
Statistical Functions
MEDIAN
MODE
MODESNGL
RANKEQ
RANKAVG
QUARTILEINC
QUARTILEEXC
VARS
VARP
STDEVS
STDEVP
PERCENTILEINC
PERCENTILEEXC
NORMDIST
NORMSDIST
NORMINV
NORMSINV
PERCENTRANKINC
PERCENTRANKEXC
Miscellaneous functions
FETCH
LOOKUP
Measure/Column selection functions
GETCOLBETWEENPERIODS
GETMEASURE
SELECT
SELECT_BYINDEX
Troubleshoot
PowerTable sheets
Concepts
Relation column (Master-detail relationship)
Layouts
Gantt chart
Slowly changing dimensions
Automation
How-tos
Build a no-code table app with PowerTable
Connect PowerTable sheet to a semantic model
Connect to a Database
Enter Data Manually
Data management
Edit and Bulk-edit data
Preview Changes
Insert, import, duplicate, and delete rows
Add Columns - Overview
Add visual column overview
Multi-select relationship column
Reference Column
Relation Column
Rollup column
Button Column
Attachment Column
Add Database Column
Add Formula Column
Configure column properties
General
Display
Lookup and relation
Set up row and column access control
Manage Columns
Change column widths
Configure layouts
Hierarchy
Crosstab
Gantt
Resource
Calendar
Kanban
Create data entry forms
Approval flow
Configure approval workflow
Review changes in PowerTable approval workflow
Create automation
Collaborative Commenting
View all comments & track changes
Assign users & task status
Export powertable sheet
Conditional Formatting
Audit log
Create slowly changing dimensions
Explore and organize data
Filter data
Group rows
Appearance settings
Reference
Supported column and input types
Supported file types for attachment
Intelligence sheets
How-tos
Get started with Intelligence sheets
Get started with reporting
Apply conditional formatting
Showcase data points in charts
Highlight tabular data with conditional formatting
Create rules
Build financial reports
Collaborate on reports with comments
Pagination and formatting for reports
Export high-quality PDF & Excel reports
Visualize simulations, budgets, and forecasts
Plan projects with Gantt charts
Retain report data with Writeback
Build multi-measure charts
Use themes for consistent color schemes
Ranking data
Sorting data
Filter data
Add date filters
Create a filter panel
Add a treemap filter
Add a hierarchy filter
Build a dashboard
Apply IBCS formats
Column and bar charts
Waterfall charts
Area and line charts
Scatter and bubble charts
Small multiples
Table templates
Visualization library
Sankey chart
Boxplot
Multi axis chart
Slope graph
Network graph
Compare data with small multiples
Infobridge
Concepts
Connected planning
How-tos
Create a bridge to integrate and transform plans
Consolidate data between sheets
Import data into a bridge
Manage query operations
Query transformations
Append
Join
Duplicate
Writeback transformed data from InfoBridge
4. Manage sources
6. Insert measure from bridge
7. Manage Integration of Plan items
8. Manage Bridges
9. Data transformations
Pivot table
Group by
Add Column
Pivot column
Rename column
Find and Replace
Remove measure
Filter rows
Sort
Text functions
Unnest
Round
Extract Comments
Import and export
10. Integrating forecasts
11. Collaborative adjustments
Infobridge sheets in Plan (preview)
Plan
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Infobridge
/
Concepts
Concepts
Connected planning
Connected planning Business planning and reporting often span multiple planning, PowerTable, and intelligence sheets, with each sheet capturing data at a different…
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Connected planning
Enterprise planning, Integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co Engineered with Lumel.
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