Roles in Fabric Plan
Planning roles or personas provide control over the operations that users can perform on planning sheets. Roles are flexible and assigned dynamically based on user actions. For instance, if a viewer enters a comment, their persona will automatically be upgraded to stakeholder. Roles adapt in real time based on how users contribute, without requiring manual role reassignment.
A Planner acts as an author and modeler with administrative privileges and can create planning input structures.
A Stakeholder can collaborate on plans by entering data and writing back values. Stakeholders cannot permanently modify the structure of planning sheets, but they can hide measures or rows and adjust the layout for analysis. These changes are temporary, are not saved, and are not visible to other users.
A Viewer is a consumer with read-only access.
Check the current planning role
The role assigned is displayed at the top of the planning sheet. A session is created when a user performs a planning operation, such as opening a planning sheet. Each session has a fixed duration. If a planning action triggers an upgrade to a higher role, the system creates a new session for the upgraded role.
Select the role to view more information, such as session validity or upgrade options.
When a planning operation triggers a role change, the system displays an upgrade notification before applying the new role.
Fabric planning roles
Formatting and layout
Change the layout.
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Sort, search, filter, rank, and bookmark planning sheets.
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Enable totals and subtotals.
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Number formatting - convert to percentage, change scaling, adjust decimal places.
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Change the font style.
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Change value alignment in cells.
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Enable ruler
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Configure conditional formatting.
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Apply semantic formatting.
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Undo/redo and reset formats, values, notes, header order, and row order.
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Pivot data.
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Add language translations.
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Add page breaks and enable row hilighlights, gridlines, and table outline.
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Data input, forecasting, and what-if analysis
Insert rows.
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Insert calculated and data input columns.
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Enter values and distribute them to lower levels in the dimensional hierarchy.
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Bulk edit values.
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Extend time for data input fields.
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Create and manage forecasts.
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Close periods, reforecast, and distribute deficits.
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Insert simulation measures.
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Create scenarios, update settings, copy to base, bulk edit, select input method, pivot.
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Compare scenarios.
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Use Optimizer.
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Use model builder.
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Create locking, distribution, and min/max rules.
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Writeback and export
Export plans to Excel or PDF files.
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Add and manage destinations.
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Write back and save planning data.
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Enable auto-writeback.
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Select the writeback type, create writeback filters, and rename columns.
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View Writeback logs.
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Export Writeback logs.
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Writeback scenarios and view logs.
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Add destination to writeback scenarios.
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Commenting and collaboration
Add notes.
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Add and assign comments, tag users, and enable the comments column.
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Add report-level comments.
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Edit comments settings.
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Enable the comments pane to view all comments.
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Build planning models
Connect the planning workspace directly to enterprise semantic Models in Power BI/Fabric.
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Browse the organizational semantic model catalog(metadata) natively within the planning interface.
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Create Planning, PowerTable, and Intelligence sheets.
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Visualize planning sheets with Intelligence.
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Import and save data from internal sources such as Planning and PowerTable sheets, as well as external sources such as CSV, Excel, JSON, etc.
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Recommended Fabric workspace role mapping
Fabric workspace roles do not restrict planning personas. The following table shows the recommended mapping between Fabric workspace roles and planning personas.
Viewer
Viewer
Stakeholder
Viewer
Planner
Admin, member, or contributor.
FAQs
Q: Can I manually change my role? Roles are auto-assigned based on user actions. Roles can be upgraded by selecting the role and selecting the upgrade session button.
Q: Can roles be downgraded? No. Role changes occur only as upgrades to higher privilege levels. Downgrades are not supported.
Q: Can roles be shared across capacities? No. Roles are evaluated independently per capacity. Switching capacities can lead to a role change.
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