New Videos - Fabric Plan | Community for Enterprise Planners

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PlanningBeginnerGet Started

Microsoft Fabric Planning Onboarding - Access and Setup

Learn how to set up and configure Fabric Planning from start to finish in this step-by-step tutorial. This video covers...

1:37

Cross-ModuleBeginnerMicrosoft AnnouncementsFeatured

Fabric for the AI Era - FabCon (Satya Nadella, Chairman and CEO at Microsoft)

AI innovation is accelerating, and intelligent agents are becoming embedded in everyday workflows—from command lines to team collaboration. In this...

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Cross-ModuleBeginnerMicrosoft AnnouncementsFeatured

Microsoft FabCon Keynote (Amir Netz, CTO of Microsoft Fabric)

What if your data platform could not only analyze the past but also plan the future? In this session, we...

1:14:41

Cross-ModuleBeginnerLive streamFeatured

Fabric Planning: What, So What, and Now What?

Discover how Microsoft Fabric Planning is revolutionizing Enterprise Performance Management within the Power BI ecosystem. This session explores native write-back...

1:51:54

Cross-ModuleBeginnerLive streamFeatured

Writeback with Fabric Planning: How to Get Started

Writeback - one of the most requested capabilities in the Power BI community—is now native in Microsoft Fabric with the...

4:31

PlanningBeginnerGet Started

Planning 101 – Getting Started with Planning Sheets

See how Microsoft Fabric Planning enables collaborative, top-down and bottom-up planning using live data from your Fabric semantic model. Learn...

4:37

PlanningBeginnerGet Started

Planning 102 - Forecasting

Learn how to build rolling forecasts in Microsoft Fabric Planning by combining manual planning with statistical forecasting. See how forecast...

4:59

PlanningBeginnerGet Started

Planning 103 - Writeback

See how Microsoft Fabric Plan enables governed SQL writeback for enterprise planning. Configure writeback destinations, control data formats and filters,...

2:53

PlanningBeginnerGet Started

Planning 104 - Collaboration & Approval Workflow

Learn how to configure approval workflows and commenting in Fabric Planning. This video covers approval setup, Teams notifications, row-level approvers,...

3:59

PlanningBeginnerGet Started

Fabric Planning Overview #1

See how Microsoft Fabric transforms revenue planning into a connected, collaborative process. In this demo, a Chief Sales Officer builds...

3:16

PlanningBeginnerGet Started

Fabric Planning Overview #2

Discover how Microsoft Fabric evolves from analytics into an intelligent execution platform. With planning embedded in Fabric IQ, enterprises can...

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PlanningIntermediateFeature Overview

Row Model: From Flat Rows to a Hierarchical P&L, Board-Ready in Minutes

Learn how to build a P&L hierarchy using Row Model in Microsoft Fabric Plan. Create connected financial models with data...

2:28

PlanningIntermediateFeature Overview

Quick Statistical Forecasting in Microsoft Fabric

Build a statistically sound forecast in minutes using Microsoft Fabric Planning. Starting with actuals, this walkthrough shows how to generate...

2:25

PlanningIntermediateFeature Overview

Auto forecasting for multi season time series

Discover how Microsoft Fabric enables precise revenue forecasting with auto forecast. Build planning apps, run bottom-up and top-down simulations, and...

2:38

PlanningIntermediateFeature Overview

Multi dimensional cube planning #1

See how revenue planning becomes seamless across multiple business contexts with Microsoft Fabric. In this walkthrough, we create a revenue...

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PlanningIntermediateFeature Overview

Multi dimensional cube planning #2

See how Microsoft Fabric streamlines revenue planning across business contexts. Create and distribute plans using last year’s actuals, simulate adjustments...

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PlanningIntermediateFeature Overview

Setting up a target-based 'Optimizer'

Optimize your profit forecast with ease using multivariate goal-seeking. In this walkthrough, we demonstrate how to move beyond manual adjustments...

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PlanningIntermediateFeature Overview

Optimizer for Direction Based Simulations in Microsoft Fabric

Move beyond guesswork and optimize your profit with precision. In this quick walkthrough, learn how to set up a direction-based...

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PlanningIntermediateUse Case

Build an Annual Budget in Minutes with Microsoft Fabric

Build a complete annual budget in minutes with Microsoft Fabric Planning. This demo shows how to connect to your semantic...

3:29

PlanningIntermediateUse Case

Currency Translation & Multi-Granularity Consolidation in Microsoft Fabric

Learn how to consolidate planning data across multiple regions, granularities, and currencies in Microsoft Fabric Planning. Connect regional plans with...

3: 01

PlanningIntermediateUse Case

Planning at Varying Granularity to Product Profitability

Learn how Fabric Planning reconciles revenue, cost, and marketing planned at different levels of detail into a single product-level profitability...

2:04

PlanningIntermediateUse Case

Bidirectional Cube Planning in Fabric Plan

Explore Bidirectional cube planning in Fabric Plan to keep data synchronized across different planning grains. Push top-down changes from higher-level...

3:54

PlanningIntermediateUse Case

Pivot & Optimizer: Flexible Views, Optimal Outcomes

Explore pivot views and Optimizer in Fabric Plan to create focused planning views across different levels of a hierarchy while...

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PlanningAdvancedDeep-diveUse Case

Resources :

Multi-Dimensional CUBE for Planning and Allocations

Master multidimensional planning and allocation in Microsoft Fabric with this hands-on session on Fabric Plan Cube, where real-world use cases...

47:07

PlanningAdvancedDeep-diveUse Case

Resources :

Build a P&L Forecast in Microsoft Fabric

See how Microsoft Fabric simplifies P&L forecasting with connected planning. Create budgets and forecasts from historical data, simulate scenarios, collaborate...

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PowertableBeginnerGet Started

PowerTable - Getting started with a CSV/ Excel File

See how Microsoft Fabric simplifies Master Data Management with PowerTable in Microsoft Fabric Planning. Import data from CSV or Excel,...

5:40

PowertableBeginnerGet Started

PowerTable Introduction & Walkthrough

Explore the PowerTable interface and learn how to create and manage no-code data apps, configure approvals and workflows, automate business...

4:59

PowertableIntermediateUse Case

An Asset Tracking Data App

See how Fabric Planning transforms a simple asset tracking spreadsheet into a collaborative data app. This demo walks through uploading...

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PowertableIntermediateUse Case

Setting up a time tracker

See how Microsoft Fabric Planning streamlines employee time tracking with flexible data structures and intuitive layouts. This demo shows two...

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PowertableIntermediateUse Case

Project Scheduling with Gantt view

See how Microsoft Fabric makes project and task management interactive and connected to your data. This demo shows how to...

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PowertableIntermediateUse Case

Resource assignments and delivery review

See how Microsoft Fabric streamlines task assignments, approvals, and automated status updates. This demo shows how to manage workloads in...

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how-toPowertableBeginner

Resources :

Get Started with Gantt Layout

Create interactive Gantt charts Fabric Plan by using PowerTable to visualize project timelines, manage tasks, and track schedules more effectively....

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how-toPowertableBeginner

Milestone configuration in Gantt Layout

Learn how to create, manage, and customize milestones in PowerTable. This video covers creating milestone tasks, converting existing tasks into...

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how-toPowertableBeginner

Setting up Hierarchy Structure in Gantt Layout

Learn how to configure task hierarchies in PowerTable Gantt. This video covers both supported hierarchy types - ID & Parent...

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how-toPowertableBeginner

Manage Baseline in Gantt Layout

Learn how to create, compare, and manage project baselines in PowerTable Gantt. This video demonstrates how to create new baselines,...

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how-toPowertableIntermediate

Summary Bar Configuration in Resource Layout

Configure Summary Bar in the Resource Layout to visualize planned workload, actual effort, and resource performance in one place. Customize...

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PowertableIntermediateUse Case

Manage reference data for planning app

Discover how Microsoft Fabric Planning integrates reference data management into revenue planning. In this demo, we configure a 2026 territory...

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PowertableIntermediateFeature Overview

Manage Slowly Changing Dimensions (SCD Type 2) with PowerTable

Learn how to configure SCD Type 2 tables in PowerTable with Microsoft Fabric SQL. Automate history tracking, record versioning, active...

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PowertableIntermediateFeature Overview

Using Forms and Automations in Microsoft Fabric

Discover how Microsoft Fabric Planning streamlines asset management with forms and automation. This demo shows how to capture employee requests...

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PowertableIntermediateFeature Overview

Setting Up SCD Type 2 & Type 3 in PowerTable

Learn how to configure SCD Type 2 and Type 3 in PowerTable for Microsoft Fabric SQL Database. Explore the prerequisites,...

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PowertableIntermediateFeature Overview

Setting Up Approval Workflows in PowerTable

Learn how to configure Approval workflows in PowerTable for Fabric Planning. Set up flat, rule-based, and multi-level approvals, manage review...

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PowertableIntermediateFeature Overview

Setting Up Automations in PowerTable

See how PowerTable in Microsoft Fabric Planning automates business processes with event-driven workflows. Learn how to build automations using triggers,...

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PowertableIntermediateFeature Overview

Lookup Columns in PowerTable

Learn how to use lookup columns in PowerTable for Microsoft Fabric Planning to display related data, replace IDs with meaningful...

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PowertableIntermediateFeature Overview

Setting up Forms in Powertable

Learn how to create and share custom forms in PowerTable for Microsoft Fabric Plan. This video shows how to build...

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PowertableIntermediateFeature Overview

Setting up Relation columns in PowerTable

Learn how to create and use relation columns in PowerTable for Microsoft Fabric Plan. This video shows how to connect...

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PowertableIntermediateFeature Overview

Setting Up Roll Up Columns in PowerTable

Create roll-up columns in PowerTable to aggregate data from related tables and bring summarized values into a parent table. Learn...

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how-toPowertableAdvanced

Working with Crosstab Layout in PowerTable

Learn how to configure and use the Crosstab Layout in PowerTable on Fabric Plan to simplify data entry and reporting....