For the complete documentation index, see llms.txt. This page is also available as Markdown.

Plan

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

Plan Tab

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

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