Planning & Writeback on Top of Semantic Models

Description

Unlock hidden ROI by turning your existing semantic layer into a full planning engine. This innovation eliminates duplicate EPM systems, unifies actuals and plans, and delivers real-time, governed insights. By activating write-back directly to Fabric, organizations cut cost, boost agility, and transform planning into a seamless extension of analytics.

Key Takeaways

• Reuse Fabric Assets
• Planning on Semantic Layers:
• Built on Microsoft Fabric, Enterprise AI-ready
• From simple input to enterprise-wide planning
• Bonus: Data Applications

My Notes

Action Items

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Resources & Links

Slides

Enterprise Planning in
Microsoft Fabric
Planning & Writeback on Top of Semantic Models
Dr. Liran Edelist
Chief Customer Officer
What is Enterprise Planning
Enterprise planning connects sales, finance, and operations around the same data.
Sales Forecasting
FP&A Planning
Reporting & Governance
Target setting, top-down planning,
Annual budget, planning models,
Financial reporting, variance analysis,
price × quantity, GP
rolling forecasts
comments, approvals
AI Integration
S&OP
AI forecasts with human adjustments
Demand planning, supply planning,
and approvals
inventory optimization
& Many More….
Risks of the Common Approach
Many organizations still rely on legacy EPM planning tools, which create:
Data Silos
Complex Integrations
When planning is separated from analytics (data platforms)
Between data sources and legacy system
Outdated Technologies
Vendor Lock-In
Cube-based architectures
Through proprietary platforms and contracts
Result: slow, disconnected planning processes.
The Opportunity: Planning in Fabric
Unleash the potential of planning directly on top of your data platform.
Reuse Fabric Assets
Plan Where the Data Resides
Familiar Ecosystem
Semantic models, lakehouses,
warehouses
No data duplication, no new ETL/ELT
Same environment as Power BI and Fabric
Seamless AI Integration
Usage-Based Model
Modern Architecture
With Fabric IQ
Aligned with actual consumption
Secured data processing with Fabric
Did you know? There are over 30 million semantic models
Demo
Getting Started with Native Data Entry & Writeback
The Art of Planning
Proper enterprise planning requires more than data entry It requires a combination of dedicated functions and process-oriented features.
We will cover:
Target setting & cascading
Approvals
Forecasting
Evaluating scenarios
Business logics and drivers
Integrated planning
Target Setting
A 'CFO Dream' – Instant cascading of business targets
Top-Down
Planning
From
leadership
down
through the
organization
Multidimensional
Allocation
Bottom-Up
Adjustments
Targets
distributed
across
dimensions
using
allocation
keys
Teams refine
and submit
their
numbers
upward for
approval
Demo
Target Setting & Approval
Rolling Forecast
Simplifying most common planning need
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Actual
Budget
Forecast March
Forecast April
Closed Period
Out of the box:
Short (Current Year) and Long Range
Closed Period (Month)
Hybrid (Blended) Version
And…
What-if scenarios (for each forecast version)
Demo
Rolling Forecast & Scenarios
Modelling with Business Logic
Zero-Based
Simple Business Drivers
Start from scratch with every budget cycle
Driver-based formulas – P x Q, GP%
Time Intelligence & Rolling
Value Driver Tree
Renewal, inventory, cashflow, etc.
Visual, comprehensive strategic models
Demo
Business Logic – Drivers, Rules, Tree
The Power of Integrated Planning
Integrated planning is a holistic, process-oriented approach for data and planning:
Connecting business planning
models*
Advanced interactive reporting
Fin. reports, dashboards, KPIs
Data applications
Projects, timesheets, contracts
Master Data management
Dimensions, members, hierarchies
*A few examples:
Salary Planning →
Relevant P&L accounts
Target Setting →
Customer Planning
Demand Planning →
Supply Planning
Demo
Integrated Planning & Data Management with PowerTable
Key Takeaways
• Planning on Semantic Layers:
✓One Platform
✓One Dataset
✓One Planning Experience
• Built on Microsoft Fabric, Enterprise AI-ready
• From simple input to enterprise-wide planning
• Bonus: Data Applications
✓Reference Data Management
✓Interactive Reporting
Ready to start?
Visit the
Planning Booth
www.Lumel.com
Dr. Liran Edelist
drliranedelist
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