IQMicrosoft Fabric IQ · Planning

Plan where your data lives.

Planning in Fabric IQ is Microsoft's enterprise planning capability, built into Microsoft Fabric and co-engineered with Lumel, the makers of Inforiver. Budgets, forecasts and scenarios now live on the same semantic models as your reporting. Our Inforiver and Enterprise Performance Management experience is your speed to value.

Generally availablePart of the Microsoft Fabric SKU · create it as a Plan item in your workspace
  1. 01Plans that write back
  2. 02Planning sheets
  3. 03Scenarios & what-if
  4. 04Intelligence & variance
01

Plans that write back

Planning results are written back automatically to a SQL database in Fabric, so plans and actuals sit side by side on the same governed platform.

  • Results land in a SQL database in Fabric
  • Goals, plans and actuals on shared semantic models
  • The same security and access controls as your data
  • No separate planning tool to reconcile
02

Planning sheets

Budgets, forecasts and scenarios in a familiar, Excel-like sheet: define the assumptions and inputs, and the outcomes calculate themselves.

  • Budgeting and forecasting in one place
  • No-code and low-code for finance teams
  • PowerTable sheets for planning at scale
  • Infobridge keeps data aligned across systems
03

Scenarios & what-if

Model the alternatives before you commit: change a driver and see what the plan does, with historical data, real-time signals and projections together.

  • Scenario modelling and what-if analysis
  • Built on the same trusted business logic
  • Historical, real-time and forward-looking together
  • An AI-ready foundation for decisions
04

Intelligence & variance

Intelligence sheets turn planning data into insight, with automated variance analysis that shows where you are against plan and why.

  • Automated variance analysis
  • Trends and forward-looking implications
  • Integrated reporting over plans and actuals
  • Governed inside Fabric
Plans that write backFabric IQ · Plan
RegionQ1Q2Q3 plan
North1,1201,1801,240
East9801,0101,0601,145
West1,3401,2951,320
South860905930
Maria Raised East after the new distributor deal.
Written back to the SQL database in Fabric
SQL database in FabricOneLakeSemantic model
FY27 budget · top-down$12.0MPlanning sheet
JanFebMarAprMayJun Products520540610590640700 Services310300300330345360 Licences180185190195205210
+4.2% vs actualsRolling forecast
Scenario B · price +3.0%$436.4M
Price
Revenue$427M+6.1%
Margin39.2%−1.4 pts
North
East
West
East −18% vs plan in Q3 Supplier delay; recovered in Q4.
Variance vs plan

What's in Planning in Fabric IQ

Four parts, one governed platform.

Planning brings planning, data management and reporting into a single suite inside Microsoft Fabric, so there's no separate planning tool or spreadsheet workflow to keep in sync.

  1. 01

    Planning sheets

    Budgets, forecasts and scenario models in a familiar, spreadsheet-like experience.

  2. 02

    PowerTable sheets

    Structured planning at scale, aligned with your Fabric data structures and semantic models.

  3. 03

    Intelligence sheets

    Insights and automated variance analysis over planning data: variances, trends, implications.

  4. 04

    Infobridge

    Connects and integrates data across systems, so plans stay aligned with Fabric workloads and sources.

Source: Microsoft Learn, What is planning in Fabric?

Try it yourself

Slide a driver. Watch the plan move.

This is the idea behind scenario modelling, in miniature. In Planning in Fabric IQ it runs on your own semantic model, and the results are written back to Fabric.

What-if · FY27 revenue plan$0.0M±0.0% vs plan
Try it

Plan Scenario Illustrative data

Why obviEnce for planning in Fabric

“Customers choose us when compromise is not an option.”

Planning in Fabric IQ was co-engineered with Lumel, the makers of Inforiver, and our Inforiver planning and forecasting expertise, with extensive Enterprise Performance Management experience, carries straight over to Fabric.

Planning season is coming

Move your plan into Fabric.