Planning in Power BI: Budgeting, Forecasting, and Comments Explained

Описание: In this video, we show how planning works directly inside Power BI using native slicers, charts, KPI cards, and visuals. You see how budgets and forecasts are compared to assigned targets, with clear visibility into variances at cost center and country level.

We walk through how users plan and forecast inside Power BI while staying in the same reports used for analysis. This includes adding comments directly to planning data, linked to the exact dimensions in context, such as cost center, country, and planning version. This makes it easier to explain numbers, document assumptions, and collaborate without leaving Power BI.

The video also demonstrates how allocation and spreading work in Power BI planning. You will see how totals can be adjusted and distributed based on last year actuals, multi-year averages, or even splits. We also show how locking values keeps approved numbers fixed while remaining amounts are automatically reallocated.

All planning, forecasting, and commenting happens directly in Power BI, using the same filters, slicers, and visuals finance teams already rely on.

Learn more about planning, budgeting, and forecasting in Power BI with Aimplan:
https://aimplan.com