{"id":1985,"date":"2024-12-04T08:00:00","date_gmt":"2024-12-04T16:00:00","guid":{"rendered":""},"modified":"2025-03-26T10:07:05","modified_gmt":"2025-03-26T17:07:05","slug":"planning-in-microsoft-fabric-a-shared-vision-through-collaboration-with-lumel","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/microsoft-fabric\/blog\/2024\/12\/04\/planning-in-microsoft-fabric-a-shared-vision-through-collaboration-with-lumel\/","title":{"rendered":"Planning in Microsoft Fabric: A shared vision through collaboration with Lumel\u00a0"},"content":{"rendered":"\n

In today\u2019s rapidly evolving business environment, organizations face a common challenge: planning processes are often isolated from their Business Intelligence (BI) and reporting systems. This disconnect introduces inefficiencies, data silos, and a lack of agility in decision-making. <\/p>\n\n\n\n

Consider this: over 97% of Fortune 500 companies rely on Microsoft Power BI and many of these organizations seek to enhance Power BI’s capabilities by extending it for planning and Hybrid Transactional\/Analytical Processing (HTAP) workloads. However, traditional approaches to planning and reporting exacerbate silos: <\/p>\n\n\n\n

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  1. Historical insights feeding future plans:<\/strong> Organizations rely on historical performance data to inform future plans. This process requires transferring actual transactional data into separate planning systems, adding time and complexity. <\/li>\n<\/ol>\n\n\n\n
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    1. From planning back to reporting: <\/strong>Once budgets and forecasts are finalized, they must be reloaded into Power BI for variance analysis and performance reporting\u2014a tedious and redundant process. <\/li>\n<\/ol>\n\n\n\n

      Planning is rarely a one-time exercise. It evolves through multiple iterations, scenarios, and assumptions, requiring inputs from diverse teams, departments, and geographies. This fragmented approach necessitates back-and-forth data orchestration, creating inefficiencies and compounding the issue of data silos. <\/p>\n\n\n\n

      Craig Schiff, Founder and CEO of BPM Partners, summarized it perfectly: \u201cPlanning solutions fully integrated with existing BI software is an underserved area that is growing in importance.\u201d <\/p>\n\n\n\n

      Microsoft\u2019s vision for planning <\/h2>\n\n\n\n

      At Microsoft, our vision is clear: eliminate silos and empower organizations to plan and report seamlessly within a unified platform\u2014Microsoft Fabric<\/a>. <\/p>\n\n\n\n

      With Fabric, enterprises no longer need to replicate data into separate software as a service (SaaS) or legacy planning systems. Instead, users can build plans and forecasts directly on top of the semantic models in Power BI, ensuring immediate availability for reporting and analysis across Fabric. <\/p>\n\n\n\n

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      Begin your free trial with Microsoft Fabric.<\/a><\/div>\n<\/div>\n\n\n\n

      Microsoft Fabric and Lumel: partnering for success <\/h2>\n\n\n\n

      We are excited to announce a deep collaboration with Lumel<\/a> that brings Enterprise Performance Management (EPM) for planning applications to Power BI and Microsoft Fabric. <\/p>\n\n\n\n

      Lumel\u2019s no-code, self-service EPM solution enables business users to create sophisticated planning and reporting applications within Power BI, tightly integrated with Fabric. This approach delivers: <\/p>\n\n\n\n