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Plan directly on your semantic models on Microsoft Fabric.

Your semantic models already encode your business logic, hierarchies, and measures. Fabric Planning plans directly on top of them — your first plan goes live in minutes, not months.
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Planning

2. Creating your first planning app

2.1. Create a Plan app and connect to a semantic model
2.2. Build your first Planning sheet
2.3. Explore the interface
2.4. Basic interactions
2.5. Create a Forecast
2.6. Write back and save your data

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Planning

3. Entering plans and budgets

3.1. Data input basics
3.2. Plans calculated using formula columns
3.3. Incremental and zero-based budgeting using number columns
3.4. Row-level comments using text columns
3.5. Budget approval status using an inserted list column
3.6. Checkbox columns to show final approval
3.7. Approver column by inserting names
3.8. Approval deadlines using a date column
3.9. Inserting audit logs
3.10. Summary: When to use what

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Planning

4. Top-down allocations

4.1. Allocating across hierarchies by trends and weights
4.2. Setting minimum and maximum bounds
4.3. Locking Rules
4.4. Multi-dimensional allocations

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Planning

8. Scenario planning

8.1. Create and configure a Scenario
8.2. Bidirectional Simulations and Bulk Edit
8.3. Compare Scenarios
8.4. Scenarios in Tree layout

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Planning

9. Data Writeback

9.1. Core Writeback Capabilities
9.2. Destination Configuration
9.3. Writeback Configuration
9.4. Security and Permissions
9.5. Writeback Logs

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