Getting Started

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. Kindly note that this link may vary in your Fabric environment.

Prerequisites

Before setting up Plan, you need to create your individual DMT connections for connecting with a Fabric SQL database and Power BI Semantic Model.

You also need to create a Fabric SQL database in your workspace. This database stores your Plan report’s metadata.

1. Create a Database connection

1. Go to Settings > Manage connections and gateways.

2. Select New.

3. Select Cloud.

4. Enter a Database Connection name.

5. In Connection type, select SQL database in fabric.

6. Set the Authentication method to OAuth 2.0.

7. Select Edit credentials, and then sign in with your Microsoft account.

8. Select Create to create the connection.

You can share the created connection and manage the user permissions.

2. Create a connection for the Semantic Model

1. Go to Settings > Manage connections and gateways. 

2. Select New. 

3. Select Cloud. 

4. Enter a Connection name. 

5. In Connection type, select Power BI Semantic Model. 

6. Set the Authentication method to OAuth 2.0. 

7. Select Edit credentials and then sign in with your Microsoft account. 

8. Click Create to create the connection. 

1. This connection will be used to connect to your semantic models when you create a plan.

Create a SQL connection within the workspace

1. Go to the required Workspace

2. Add New item and select SQL database.

1. Give a name to your database and create it

Create Planning Sheet

1. Go to your Workspace

2. Create a New Folder

3. Add New Item > Plan(Preview)

1. Give a name to your planning sheet and create it

1. Connect to an existing connection created using the above steps.

1. Select and Add the database to store your items.

1. Get your data from the Semantic model or Excel/CSV then create a planning sheet or vice versa.

1. Here we will show case Creating a Planning sheet and connecting it to a semantic model.

2. Click Add and Connect to your semantic model connection.

1. Choose and Add the required semantic model.

1. Add semantic model data into your fields, and your first planning sheet is created.