Set up Guide

Planning Sheet

A planning sheet is a structured workspace in Plan that allows users to enter, update, and analyze planning data across defined business dimensions such as time, department, account, or product. Planning sheets provide a controlled environment for budgeting, forecasting, and scenario analysis while ensuring that planning data follows organizational rules and governance policies.

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

Core Capabilities

• 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 with InfoBridge

• Structured data entry in planning sheets allow users to enter and update planning data directly within a structured grid.

• Hierarchical data aggregation allows users to enter data at a detailed level, where totals automatically aggregate across higher levels of the hierarchy, allowing teams to review summarized results in real time.

• Built-in validation rules help ensure that planning data meet

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.

Create a SQL connection within 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.