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Fabric Planning: auto-populate monthly weight from a Single Select phasing type

Started by vdmt · 2 weeks, 3 days ago · 1 reply · 84 views
vdmt Participant
2 weeks, 3 days ago

We are implementing annual-to-month phasing in a Microsoft Fabric planning sheet. A semantic-model reference table (REF_PHASING_TYPE) contains phasing types (for example, Evenly, Quarterly, and Bi-monthly) and their weight for each month.

PhaseTxt is configured as a Single Select input sourced from REF_PHASING_TYPE. We need each monthly weight column (for example, July) to be derived automatically from the row's selected PhaseTxt value so it can be used in a subsequent calculation against the annual amount.

We attempted to configure July-SingleSelect as another Single Select lookup to the reference table. However, after selecting PhaseTxt, the July value is not automatically populated; it still requires a separate user selection.

Question: In Fabric Planning, can a column automatically return the corresponding value from a semantic-model reference table based on another Single Select column in the same row? If so, should this be implemented using an On Change Formula, a calculated/formula column, or another supported lookup pattern rather than a second Single Select input?

This is the plan sheet:

PhaseTxt input field:

July-SingleSelect field type:

Our Phase table looks like:

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1 Reply
Chandra Vadana Rajamohan
Senior Product Specialist · Lumel Technologies · 1 week, 3 days ago

Hi,

Auto-populating monthly weight columns based on a selected phasing type is achievable using PowerTable, and the approach you've outlined is the right foundation.

However, the specific method you've tried (a second Single Select lookup) won't cascade automatically on its own, which is why you're still having to select July manually. We're currently looking into whether this can be made to work the way you've set it up, or whether a different mechanism would be the cleaner path here.

We'll follow up on this thread once we've confirmed the best approach for your setup. Thanks for the detailed description. It is a well-structured use case, and we want to make sure we point you in the right direction.

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