Planning · Season 1
The end-to-end first run. Stand up a Plan work item, point it at a semantic model, and build a Planning app people can actually type into, measures, notes, comments, formatting and roll-ups included.
Duration 2:39Episode 1
Every planning app in Microsoft Fabric lives inside a Plan work item, and this episode creates your first one. Before you can, two switches have to be on: Fabric IQ enabled for your tenant, and the Plan work item itself enabled by your tenant admin.…
Duration 1:48Episode 2
A Plan work item is empty until you point it at data, and in Microsoft Fabric that means connecting your semantic model through a DMTS connection. This episode covers both routes: picking a DMTS connection that already exists in your workspace, or creating one from…
Duration 3:46Episode 3
Time to build the planning app itself - the sheet your planners will work in. Starting from a blank canvas, this episode walks through the Data pane, the Fields pane and the Fabric SQL database connection that makes the app collaborative. Then the build: six…
Duration 2:21Episode 4
Everything so far has been read-only. This episode makes the sheet writable. A measure from the semantic model is a native measure; anything created inside the planning app is a visual measure - and the first one we build is a data input measure, Revenue…
Duration 3:12Episode 5
If you have spent years writing formulas across cell ranges in a spreadsheet, this episode is the reset. We add Product Selling Price from the semantic model, then create a formula measure called Units Actual - Revenue Actual divided by Product Selling Price - set…
Duration 2:16Episode 6
Not everything in a planning sheet is a number that changes every month. Owners, dates, statuses and names belong to the row, not the time period - and that is what a visual column is for. We tidy the view first (column grand total off,…
Duration 2:03Episode 7
A number without its reasoning is a number nobody trusts. Notes are where the assumption behind the figure goes, and there are two ways to use them: attached to a single selected cell with formatted free text, or as a dedicated notes column that stores…
Duration 2:51Episode 8
Notes record what you were thinking. Comments are how you get someone else to act. This episode adds a cell-level comment, shows why an untagged comment notifies nobody, then tags a user - and with Teams notification toggled on in settings, the mention lands directly…
Duration 3:19Episode 9
The numeric values of your measures can be aggregated directly inside the Planning Sheet. This episode pulls Selling Price in as a column from the Products table rather than a DAX measure, forces it from Average to Sum, and shows why the number immediately looks…
Duration 3:24Episode 10
The model is right - now make it readable. The closing episode of Season 1 clears what is no longer needed, hides the header, and adds a dollar sign to Revenue Plan through prefix and suffix insertion. Then into the Format tab and the extended…
Planning · Season 2
Intelligence
PowerTable
