Plan

Transform Planning, Reporting and Decision-Making

Organizations today operate in a world driven by data, yet critical business processes like planning, reporting, and analytics often remain disconnected. Teams rely on spreadsheets for planning, separate tools for reporting, and dashboards that provide only partial visibility into business performance.

Plan Eliminates this Fragmentation

Microsoft Fabric provides Plan, a unified enterprise platform that combines collaborative planning, enterprise reporting, data integration and analytical intelligence into a single connected experience. It enables organizations to work from a consistent and trusted data foundation, allowing business users to seamlessly plan, analyze, and report without switching between multiple tools.

By bringing together the full decision workflow, Plan helps organizations move faster from data to insights and from insights to action.

A Unified Platform for Business Decisions

Plan enables you to connect every stage of the data-to-decision lifecycle, within one integrated platform in Microsoft Fabric.

With Plan, organizations can:

Core Pillar	Key Features
Manage and Govern Data	Integrate data from multiple enterprise systems into a unified model Manage master and reference data to maintain consistency across planning and reporting processes Schedule automatic data refresh to ensure reports use the latest data in infobridge Write back updates directly to data sources or preferred data destinations to keep plans and reports aligned
Plan and Report with Confidence	Build collaborative budgets, forecasts and operational plans Create and compare planning scenarios to evaluate business outcomes Generate structured financial and operational reports Track performance using variance analysis and comparisons Plan and track projects using Gantt charts to align timelines with operational plans
Explore and Analyze Insights	Analyze business performance through interactive analytics Explore data using drill-down and dynamic filtering Identify trends and patterns to support data-driven decisions
Visualize and Collaborate	Create interactive dashboards with charts, tables and KPIs Present insights through structured analytical views Assign tasks and collaborate seamlessly through threaded discussions Add comments and notes by mentioning users for faster decision alignment Streamline decision-making through approval workflows for governed collaboration

Core Components of Plan

Plan brings together four powerful components that support the complete business data workflow from data integration to planning, reporting, and analytical exploration.

Each component is designed to solve a critical business need while working seamlessly within the unified Plan ecosystem.

1. Planning

Planning Sheet is a collaborative workspace built for modern business planning and forecasting. Designed with a no-code, self-service architecture, it enables business users to create and manage budgeting, forecasting, and operational plans without relying on spreadsheets or technical expertise, while maintaining structured and governed planning processes.

Highlights

• Create multi-dimensional planning templates for flexible planning models

• Support top-down and bottom-up planning across teams and departments

• Enable real-time collaboration and data writeback for synchronized updates

• Build driver-based models and scenario planning to evaluate business outcomes

• Manage hierarchical planning structures across organizational units

• Generate rolling forecasts to keep plans aligned with changing business needs

2. Intelligence

Intelligence from Microsoft Fabric enables you to create interactive dashboards, analytical reports, and data visualizations through a no-code, self-service analytics experience. It empowers business users to explore data, uncover insights and present findings using rich visuals, KPI tracking and intuitive data exploration tools.

Highlights

• Explore data through ad-hoc analysis, drill-downs and dynamic filtering

• Leverage rich visual components including charts, KPI cards, tables and matrices

• Monitor performance using KPI tracking and trend analysis

• Communicate insights with storyboards, annotations and contextual comments

• Automate delivery through report scheduling and broadcasting

3. PowerTable

PowerTable is an enterprise-grade master and reference data management workspace designed to create structured financial and operational reports on trusted business data in Microsoft Fabric. It enables teams to build scalable tabular reports, analyze hierarchical data, and manage reporting workflows within a governed and collaborative environment.

Highlights

• Create structured financial and operational reports with advanced calculations and formatting

• Analyze hierarchical data with drill-down, variance analysis and comparisons

• Manage and update data directly to the database without writing complex queries

• Interact with tables through multi-user editing, dynamic filters and expandable views

• Enable controlled data input and writeback for preserving data integrity

• Manage tasks and timelines using Gantt charts and workflow approvals

• Automate repetitive tasks such as scheduling and cascading table updates

• Structured data entry through forms

4. Infobridge

InfoBridge provides a unified data integration and preparation layer that connects enterprise data with planning, reporting and analytics workflows. It enables organizations to ingest, transform and prepare data from multiple sources, ensuring a trusted and consistent data foundation for business decision-making.

Highlights

• Connect multiple enterprise data sources into a unified data model

• Perform data ingestion, transformation and preparation workflows

• Build scalable dataflows for planning, reporting and analytics

• Maintain consistent and trusted datasets across business processes

• Schedule data refresh and synchronization to keep insights up to date

• Enable governed data access and integration across teams

Why Organizations Choose Plan

Plan helps organizations streamline planning, reporting and analytics while working on a single trusted data foundation. It provides an end-to-end solution for business data needs, enabling teams to collaborate, analyze insights and make faster decisions.

• Accelerate planning cycles and reduce manual processes

• Deliver executive-ready reports from live, governed data

• Discover deeper insights through integrated analytics

• Enable seamless collaboration across teams and departments

• Unify workflows on a platform where planning, reporting and analytics converge

The result is a smarter, faster and more connected approach to data-driven decision-making.