Intuitively perform planning, budgeting and forecasting through an editable table interface

Using Plan Tab, you can:

  • Create a new plan/budget based on an existing data series

  • Create a new plan from scratch (Zero-based Budgeting)

  • Plan continuously by creating a rolling forecast

  • Perform Time Series Forecasting

  • Update an existing plan/forecast by leveraging various allocation methods

Take a look at the Plan tab below

In the Power BI service, the plan tab is available only in the Editing view.

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