Recommended learning path for a finance team new to Fabric Plan?

Started by François Leblond · 1 year, 2 months ago · 3 replies · 1 view

François Leblond Participant

1 year, 2 months ago

I'm putting together an onboarding curriculum for 25 finance staff who have never used Fabric Plan. Most are comfortable with Excel. None have Power BI experience. Where do I start?

3 Replies

Sort

Priya Ramaswamy

Head of Financial Planning & Analysis · Nexa Retail Group · 1 year, 5 months ago

Hands-on practice in a sandbox with sample data is essential before they touch real numbers. The sample semantic model in the user guide is perfect for this.

Up

0

Raj Subramaniam

Microsoft Fabric Consultant · CloudBridge Solutions · 1 year, 5 months ago

Start with the Fabric Planning Overview video and the Introduction to Plan doc. Then the user guide sections on creating a planning app, basic interactions, and writeback. Aim for three one-hour sessions before asking them to touch a live plan.

Up

0

Ayesha Okonkwo

Corporate Finance Manager · Meridian Bank · 1 year, 5 months ago

Also worth separating the curriculum: Planners (who enter data) have a simpler learning path than Plan Designers (who build the sheets). Don't overwhelm your data-entry users with model configuration concepts.

Up

0