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Planning in Microsoft Fabric IQ

Turn Data into Decisions - Faster, Smarter, and with Confidence.
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Plan, analyse, and act - all in one platform.

Move beyond static reports and disconnected spreadsheets. With Microsoft Fabric IQ Planning, organisations can create budgets, forecasts, and what-if scenarios directly on top of their enterprise data. By unifying planning and analytics in a single platform, teams gain real-time visibility into performance, leverage AI-driven insights, and make faster, more informed decisions with confidence.
Book a Fabric IQ Planning Consultation
Planning in Microsoft Fabric IQ
Most organisations have modernised their analytics - but planning hasn’t kept up.

You can:
  • Report on historical performance in Power BI
  • Access real-time operational data
  • Leverage AI and advanced analytics.
But when it comes to planning, you’re still dealing with:
  • Spreadsheets and manual processes
  • Disconnected planning tools
  • Version control issues and data silos
  • Plans that quickly fall out of sync with reality.
Microsoft highlights that this disconnect forces leaders to make decisions using fragmented context and outdated assumptions.
Book a Fabric IQ Planning Consultation
Planning in Microsoft Fabric IQ

The Solution: Planning in Microsoft Fabric IQ

Microsoft Fabric IQ introduces a native enterprise planning capability, bringing budgeting, forecasting, and scenario modelling into the same governed environment as your data and analytics.

Unlike traditional tools, there’s:
  • No data exports
  • No duplication of logic
  • No reconciliation headaches
Instead, planning becomes a natural extension of your analytics. Plan where your data lives, align business goals with real-time performance, and enable faster, more confident decisions.
Book a Fabric IQ Planning Consultation

What Makes Fabric IQ Planning Different

A Single source of truth

Planning is built on Power BI semantic models, ensuring consistency between actuals, forecasts, and targets.

End-to-End Planning

Create and manage budgets, forecasts, strategic plans, and what-if scenarios without relying on external tools or spreadsheets.

Real-Time Write-Back

Write planning inputs directly into Fabric SQL, enabling instant analysis and reporting.

Scenario Modelling & Forecasting

Run dynamic what-if scenarios and test assumptions to guide strategic decisions.

Continuous Planning (Not Static Cycles)

Move beyond monthly or quarterly planning to adaptive, real-time planning driven by live data.

AI-Powered Decision Intelligence 

Combine historical data, real-time signals, and future projections to enable AI-generated insights.

Planning in Microsoft Fabric IQ

From Insight to Action: Closing the Gap

Traditional architectures separate:
  • Analytics (what happened)
  • Planning (what should happen).
Fabric IQ eliminates this divide.

You get a closed-loop data-to-decision capability:
  1. Analyse performance
  2. Plan future outcomes
  3. Execute and monitor
  4. Continuously optimise.
This is how organisations move from reporting → forecasting → action.
Book a Fabric IQ Planning Consultation
Planning in Microsoft Fabric IQ

Why It Matters for Australian Organisations

In today’s environment, businesses must:
  • Respond quickly to market changes
  • Improve forecasting accuracy
  • Align finance, operations, and strategy
  • Enable AI-driven decision-making.
Fabric IQ Planning delivers:
  • Faster planning cycles
  • Reduced manual effort
  • Improved governance and auditability
  • Greater organisational alignment.
Book a Fabric IQ Planning Consultation
Planning in Microsoft Fabric IQ

How Tridant Delivers Value

At Tridant, we specialise in helping organisations unlock the full potential of Microsoft Fabric.
 
Our approach:
  1. Assess: Evaluate your current processes, tools, and data landscape
  2. Design: Build a unified planning architecture aligned to Fabric IQ
  3. Implement: Deploy planning models and write-back capabilities
  4. Optimise: Enable forecasting, modelling, and AI-driven insights.
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Use Cases

FP&A

  • Budgeting and forecasting
  • Variance analysis
  • Rolling forecasts.

Sales & Revenue Planning

  • Pipeline forecasting
  • Territory planning
  • Revenue scenario modelling.

Operational Planning

  • Workforce planning
  • Demand forecasting
  • Supply chain optimisation.
Planning in Microsoft Fabric IQ

Built for Business Users and IT

Fabric IQ Planning delivers the best of both worlds:
  • Business-friendly interfaces (familiar, spreadsheet-like experience)
  • Enterprise-grade governance and scalability
This enables collaboration across finance, operations, and leadership—without compromising control.
Book a Fabric IQ Planning Consultation
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Ready to Modernise Your Planning?

Stop managing spreadsheets. Start driving decisions.

Book a Fabric IQ Planning Consultation with one of our Fabric planning experts to take the first step towards confident data-driven decisions.

Frequently Asked Questions

How can Fabric IQ Planning improve forecast accuracy?

Fabric IQ Planning connects budgeting and forecasting directly to your enterprise data in Microsoft Fabric, reducing manual data movement and ensuring decisions are based on the most current information available. This enables more accurate forecasts and faster responses to changing business conditions.

How quickly can organisations get started?

Implementation timelines vary depending on complexity and business requirements. With the right planning framework and data foundations already in place, organisations can begin delivering value significantly faster than traditional enterprise planning solutions.

Can Fabric IQ Planning help reduce planning technology costs?

Yes, by bringing planning, reporting, analytics and AI together within Microsoft Fabric, organisations can reduce reliance on disconnected planning tools, duplicate data stores and complex integrations, helping lower overall platform complexity and cost.

Can we model different business scenarios?

Yes, Fabric IQ Planning allows organisations to test multiple scenarios and assumptions, helping leaders evaluate potential risks, opportunities and outcomes before making significant business decisions.

Why are organisations choosing planning within Microsoft Fabric?

Many organisations are looking to consolidate analytics, reporting and planning into a single platform. By bringing planning directly into Microsoft Fabric, businesses can reduce technology sprawl, simplify governance and create a more integrated decision-making environment.

Do we need to purchase a separate planning platform?

Planning in Fabric IQ is being introduced as part of Microsoft Fabric, allowing organisations to explore planning capabilities within their broader data and analytics strategy rather than procuring a standalone planning application.

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