Partner Skilling Catalog

PSC

End-to-end enterprise Planning in Fabric IQIn Build

Attend this workshop to discover how Plan in Microsoft Fabric enables organizations to create, manage, and analyze plans such as budgets, forecasts, and scenarios within the governed platform used for data, analytics, and AI. Gain hands-on experience with Planning sheets, PowerTable sheets, and Intelligence sheets to model business scenarios, automate workflows, manage structured planning processes, and generate analytical insights.

8 hours(Suggested: 2 days, 4h/day)TechnicalProject ReadyHands-on Labs

MS Course ID: 02008

Last Updated: Aug 31, 2026

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Target Audience

Business Analyst, Business User, Data Engineer, Solution Architects

Pre-requisites

Prior knowledge of Microsoft Fabric, Ontologies on Microsoft Fabric

Related Certifications

DP-600

DP-700

Course Syllabus

Modules

Module 1: Plan in Microsoft Fabric
• Core components of Plan in Microsoft Fabric
• Plan in Microsoft Fabric: Implementation approach
Module 2: Budgeting, forecasting and modeling with Planning sheets
• Create a Planning sheet
• Measure Model, Row Model and Cubes
• Forecasting and Reforecasting algorithms
• Approval workflows in Fabric Plan
• Collaboration, export and connected plan

90 mins

Lecture

Hands-on labs

• Plan, calculate and optimize Planning sheets in Microsoft Fabric
• Forecasting and Writeback with Planning sheets in Microsoft Fabric
• Build and configure Measure Model and Row Model in Planning sheets
• Multi-dimensional Planning in Microsoft Fabric

150 mins

Lab

Modules

Module 3: Structured planning at scale with PowerTable sheets
• Create and configure PowerTable sheets
• Slowly Changing Dimensions (SCD) in PowerTable sheets
• Reduce repetitive tasks with Automation in PowerTable sheets
• Plan and track project work with Gantt layout
Module 4: Analytical insights and automated variance analysis with Intelligence sheets
• Build and customize dashboards with Intelligence sheets
• Apply IBCS formats to Intelligence sheets
• Build financial reports with Intelligence sheets
• Create pagination reports with Intelligence sheets
• Infobridge in Fabric Plan
Module 5: Administration, security & audit in Fabric Planning
• Roles, billing and capacity usage in Fabric Plan
• Row-level security (RLS) in Fabric Plan
• Audit logs in Fabric Plan
• Best practices and troubleshooting

120 mins

Lecture

Hands-on labs

• Asset management with PowerTable sheets in Fabric Plan
• Set up approvals, access controls and automations with PowerTable sheets
• Build an interactive Enterprise Dashboard with Intelligence sheets
• Planning sheet, PowerTable sheet and Canvas Integration

120 mins

Lab

What You'll Learn

Understand core concepts and best practices

Hands-on experience with real-world scenarios

Learn from certified Microsoft experts

Prepare for relevant certifications

Access to lab environments

Post-training support and resources

Course Details

Duration: 8 hours
Level: Intermediate
Role: Technical
Readiness Stage: Project Ready
Audience Segment: Enterprise, SMB
FY27 Key Workload (Core): Fabric + Data + Foundry + MS IQ
Course Stage: In Build
Available on: Oct 31, 2026
Hands-on Labs: Yes
Labs Platform: Skillable