Fabric Planning (PowerTable): Extending Planning Models with Forward-Looking Reference Data

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Duration
57:14
Speakers
Eric Hood Director - COE
Short Description
Learn how to extend your Fabric Planning models with forward-looking reference data using PowerTable. In this live session, you'll see how to create new products, categories, and other planning dimensions without code, bring them into an existing planning model, and maintain enterprise governance with security, approvals, and audit history.

Most ERP and master data systems are built to capture what's already happened, not what's coming next. A new product, a new category, or another forward-looking assumption rarely has a home there, which leaves you with no clean way to plan against it.

This session is a live walkthrough of PowerTable, the no-code data management layer in Fabric Planning, and how to create and manage this kind of reference data yourself. You'll see us stand up a brand-new product or category in PowerTable, then bring it directly into an existing Fabric Planning model so you can forecast against it immediately.

A few things we'll cover:

  • Why forward-looking data like a new product or category doesn't fit cleanly into ERP or master data systems
  • Standing up new reference data in PowerTable during the session
  • Bringing that data into an existing Fabric Planning model, with the same security, approval workflows, and audit history the rest of the model already relies on

Walk away with a clear playbook for extending your own Fabric Planning models with the reference data your forecasts actually depend on: adding a new product, category, or missing hierarchy level yourself, without waiting on IT, while keeping the governance your model already has in place.

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