COMMUNITY · FORUMS

Community forums

Ask questions, share patterns, and learn from finance and ops teams planning natively on Microsoft Fabric.

Community

Announcements

Official news, product release notes, and important updates from the Fabric Plan team. Subscribe to stay informed.

8 Topics
26 Replies
General Discussion

Off-topic conversations, industry news, and anything on your mind related to planning and analytics in Microsoft Fabric.

8 Topics
9 Replies
Introductions

New to the community? Tell us who you are, what you do, and what brought you to Fabric Plan.

10 Topics
12 Replies
Show & Tell

Share dashboards, planning models, and workflows you've built. Inspire others and get feedback from the community.

8 Topics
7 Replies

Connected Planning

Enterprise Deployment & Governance

Workspace architecture, capacity sizing, RLS, disaster recovery, Git integration, and scaling Fabric Plan across an organisation.

2 Topics
3 Replies
OneLake & External Sources

OneLake shortcuts, mirroring, and integrating external sources — Snowflake, Databricks, SAP, BigQuery — into connected plans.

2 Topics
3 Replies
Semantic Model Integration

Connecting Plan to Power BI and Fabric semantic models — shared connections, Direct Lake, RLS inheritance, and model design for planning.

3 Topics
6 Replies
Use Cases & Industry Stories

Real-world connected planning stories across finance, retail, manufacturing, healthcare, and more.

4 Topics
0 Replies

Help & Support

Bugs & Issues

Report unexpected behaviour, errors, and edge cases. Include your Fabric Plan version and reproduction steps.

5 Topics
3 Replies
Feature Requests

Suggest and discuss feature improvements for Planning, Intelligence, and PowerTable. The product team reads every post.

5 Topics
5 Replies
Getting Started

New to Fabric Plan? Ask setup questions, navigate licensing, understand roles, and find orientation resources.

5 Topics
3 Replies

Intelligence

Dashboards & Charts

Building interactive dashboards with 100+ chart types, KPI cards, matrices, themes, and layout techniques.

3 Topics
3 Replies
Financial Reporting

P&L statements, balance sheets, cash flow reports, IBCS standards, sign conventions, and formatted exports to Excel and PDF.

4 Topics
3 Replies
Intelligence Sheets

Getting started with Intelligence sheets — semantic model connection, planning data integration, paginated reports, and exports.

4 Topics
1 Replies
Variance Analysis

Budget vs actuals, waterfall bridge charts, price-volume-mix decomposition, multi-trellis layouts, and RAG indicators.

4 Topics
3 Replies

Planning

Budgeting & Allocations

Top-down, bottom-up, and driver-based budgeting. Cost centre allocations, seasonal weighting, and version management.

10 Topics
9 Replies
Forecasting & Rolling Forecasts

Rolling forecasts, reforecasts, statistical projections, seasonality, and forecast accuracy measurement.

6 Topics
6 Replies
Planning Sheets

Building, structuring, and managing Planning sheets — inputs, hierarchies, drivers, layout, and performance.

10 Topics
3 Replies
Scenarios & What-If Analysis

Creating, comparing, and locking scenarios. Sliders, goal seek, sensitivity analysis, and side-by-side comparisons.

5 Topics
0 Replies
Writeback & Destinations

Configuring writeback to Fabric SQL, Snowflake, Databricks, and other destinations. Logs, data settings, and troubleshooting.

3 Topics
3 Replies

PowerTable

Approval Workflows & Automation

Multi-level approval workflows, automation triggers, cascading updates, Teams notifications, and no-code workflow design.

3 Topics
3 Replies
Building Data Apps

Designing and building data applications — from product catalogues and trackers to project pipelines and reference data apps.

5 Topics
3 Replies
Columns & Formulas

Visual columns, formula columns, reference columns, database columns, Excel-like formulas, and lookup patterns.

2 Topics
6 Replies
Forms & Data Entry

Creating data entry forms, controlling field visibility and ordering, conditional fields, and collecting structured input.

1 Topics
0 Replies
Row & Column Access Control

Row-level and column-level security in PowerTable — user roles, identity-based row filters, and governance patterns.

2 Topics
0 Replies

Community

Announcements

Official news, product release notes, and important updates from the Fabric Plan team. Subscribe to stay informed.

8 Topics
26 Replies
General Discussion

Off-topic conversations, industry news, and anything on your mind related to planning and analytics in Microsoft Fabric.

8 Topics
9 Replies
Introductions

New to the community? Tell us who you are, what you do, and what brought you to Fabric Plan.

10 Topics
12 Replies
Show & Tell

Share dashboards, planning models, and workflows you've built. Inspire others and get feedback from the community.

8 Topics
7 Replies

Connected Planning

Enterprise Deployment & Governance

Workspace architecture, capacity sizing, RLS, disaster recovery, Git integration, and scaling Fabric Plan across an organisation.

2 Topics
3 Replies
OneLake & External Sources

OneLake shortcuts, mirroring, and integrating external sources — Snowflake, Databricks, SAP, BigQuery — into connected plans.

2 Topics
3 Replies
Semantic Model Integration

Connecting Plan to Power BI and Fabric semantic models — shared connections, Direct Lake, RLS inheritance, and model design for planning.

3 Topics
6 Replies
Use Cases & Industry Stories

Real-world connected planning stories across finance, retail, manufacturing, healthcare, and more.

4 Topics
0 Replies

Help & Support

Bugs & Issues

Report unexpected behaviour, errors, and edge cases. Include your Fabric Plan version and reproduction steps.

5 Topics
3 Replies
Feature Requests

Suggest and discuss feature improvements for Planning, Intelligence, and PowerTable. The product team reads every post.

5 Topics
5 Replies
Getting Started

New to Fabric Plan? Ask setup questions, navigate licensing, understand roles, and find orientation resources.

5 Topics
3 Replies

Intelligence

Dashboards & Charts

Building interactive dashboards with 100+ chart types, KPI cards, matrices, themes, and layout techniques.

3 Topics
3 Replies
Financial Reporting

P&L statements, balance sheets, cash flow reports, IBCS standards, sign conventions, and formatted exports to Excel and PDF.

4 Topics
3 Replies
Intelligence Sheets

Getting started with Intelligence sheets — semantic model connection, planning data integration, paginated reports, and exports.

4 Topics
1 Replies
Variance Analysis

Budget vs actuals, waterfall bridge charts, price-volume-mix decomposition, multi-trellis layouts, and RAG indicators.

4 Topics
3 Replies

Planning

Budgeting & Allocations

Top-down, bottom-up, and driver-based budgeting. Cost centre allocations, seasonal weighting, and version management.

10 Topics
9 Replies
Forecasting & Rolling Forecasts

Rolling forecasts, reforecasts, statistical projections, seasonality, and forecast accuracy measurement.

6 Topics
6 Replies
Planning Sheets

Building, structuring, and managing Planning sheets — inputs, hierarchies, drivers, layout, and performance.

10 Topics
3 Replies
Scenarios & What-If Analysis

Creating, comparing, and locking scenarios. Sliders, goal seek, sensitivity analysis, and side-by-side comparisons.

5 Topics
0 Replies
Writeback & Destinations

Configuring writeback to Fabric SQL, Snowflake, Databricks, and other destinations. Logs, data settings, and troubleshooting.

3 Topics
3 Replies

PowerTable

Approval Workflows & Automation

Multi-level approval workflows, automation triggers, cascading updates, Teams notifications, and no-code workflow design.

3 Topics
3 Replies
Building Data Apps

Designing and building data applications — from product catalogues and trackers to project pipelines and reference data apps.

5 Topics
3 Replies
Columns & Formulas

Visual columns, formula columns, reference columns, database columns, Excel-like formulas, and lookup patterns.

2 Topics
6 Replies
Forms & Data Entry

Creating data entry forms, controlling field visibility and ordering, conditional fields, and collecting structured input.

1 Topics
0 Replies
Row & Column Access Control

Row-level and column-level security in PowerTable — user roles, identity-based row filters, and governance patterns.

2 Topics
0 Replies
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