Fabric Planning

Fabric Planning offers a unified suite for Planning, Business Intelligence, and Data Management on Microsoft Fabric. It empowers business users to streamline their planning, forecasting, and reporting workflows; improve decision-making; instantly create apps based on semantic models; and maximize the value of their Power BI investments.

The platform is designed for business users and features a no-code, self-service architecture.

Key capabilities and components:

Lumel Planning

• Self-service planning, budgeting, and forecasting designed for business users

• 100% coverage for all planning methods, including top-down/bottom-up plans, ad-hoc plans, simulations, scenarios, rolling forecasts, and driver-based plans

• Collaborative planning with advanced data writeback and commenting

• Practical and streamlined no-code integrated planning

Lumel Intelligence

• Supports ad-hoc analysis, exploration, paginated reports, and visualization use cases

• Seamless no-code integration with Lumel Planning & Data Apps

• Intuitive filtering & navigation experiences

• Advanced scheduling & broadcasting

• Includes 100+ Charts, KPI Cards, Table, Matrix & SuperFilter

Lumel Data Apps

• Migrate your spreadsheet, other databases, and custom apps to Fabric

• Manage reference data supporting your planning and reporting applications

• No-code automation, approvals, workflow,s and governance

• Streamline project and task management

Getting Started Guide

Prerequistes

• Microsoft Office 365 Credentials

• Tenant Access

• Paid or Trial Fabric Capacity

• Workload Settings

• Access to Workspace

Setup Guide

1. Log on to Microsoft Fabric by typing in the URL, https://app.fabric.microsoft.com/ in the address bar. You can also type in https://app.powerbi.com.

2. Add Lumel EPM workload from Workloads in the left navigation panel.

3. Add assigned workload capacities under Add workload to capacity.

4. Continue to view the permissions and Accept to grant the requested permissions, to activate your 15-day free trial.

5. Create a New Workspace on Fabric capacity and start working.