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the Modern Data Stack.

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Upcoming Webinar · LIVE Q&A

Fabric Planning: Top 10 Planning Methods on Microsoft Fabric

Mon, Sep 14, 2026
10 AM CT

zoom · recording included

Featuring

Kunal Jethwa

Kunal Jethwa

Senior Product Consultant

About this webinar

Are you ready to transform your business planning from guesswork to a data-driven competitive advantage?

Microsoft Fabric is redefining modern data analytics, and effective planning is the key to unlocking its full potential. Join us for a deep-dive, hands-on webinar where we will demystify the Top 10 Essential Planning Methods and demonstrate exactly how to implement them within the unified environment of Microsoft Fabric.

We will cover critical techniques for comprehensive and integrated business planning:

  1. Forecasting: Using historical data to extrapolate future outcomes.
  2. Top-down Planning: Setting high-level targets based on organizational strategy and cascading them down to multiple hierarchies.
  3. Bottom-up Planning: Building a budget or plan from individual functional inputs to roll up into a complete organizational view.
  4. Zero-based Planning: Justifying every expense and activity as if the budget were starting from zero.
  5. Goal Seek Analysis: A powerful technique to back-calculate the required inputs (e.g., Revenue & Cost) needed to achieve a specific financial target (e.g., Profit Margin).
  6. Allocations & Distributions: Methods for spreading aggregated costs or revenues accurately across various reporting dimensions (e.g., products, regions).
  7. Rule-based Allocations: Automating complex allocation logics using predefined business rules.
  8. Scenario Planning: Modeling and analyzing multiple 'What-if' outcomes to prepare for market volatility.
  9. Integrated Planning: Harmonizing planning across the enterprise by linking Revenue Plans with Financials.
  10. Driver-based Planning: Connecting core business activities (drivers) directly to their associated financial outputs.

Don't just report the past - plan the future with confidence on Microsoft Fabric.

Register Today!