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
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.
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.
01
Planning sheets
Budgets, forecasts and scenario models in a familiar, spreadsheet-like experience.
02
PowerTable sheets
Structured planning at scale, aligned with your Fabric data structures and semantic models.
03
Intelligence sheets
Insights and automated variance analysis over planning data: variances, trends, implications.
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.