2 - Prerequisites and Data setup

This article guides you through setting up your data environment so that you can start using Plan (preview).

• A workspace with a Microsoft Fabric-enabled capacity. Use this workspace for all resources you create in the tutorial.

• Required tenant, capacity, and workspace settings for plan (preview) must be enabled on your tenant. For more information about these prerequisites, see Prerequisites for plan (preview).

Data environment set-up

This section of the tutorial contains a sample semantic model that you can download and set up in Microsoft Fabric to quickly get started with plan (preview).

The example scenario for this tutorial is a fictional global retail company called Zava. Zava tracks sales performance across customers, products, territories, countries, regions, and sales representatives using a centralized semantic model.

Download the sample semantic model

Download the .pbix file containing the sample semantic model from here:

42MB

transaction-dataset.pbix

Open

• The model includes transactional sales data in the fact_sales_actuals table and supporting dimensions such as Customers, SKUs, Dates, Countries, Regions, Territories, and Sales Reps.

• It has a measure table with measures such as Revenue, Units Sold, Gross Profit, and PY Revenue.

• In this tutorial, you use this data and these measures to create plans, analyze business performance, and perform various forecasting and planning activities in plan (preview).

Import the Power BI semantic model

1. After downloading the .pbix file, go to the required workspace in Microsoft Fabric and import the .pbix file from your computer.

1. After the import completes, the semantic model becomes available in the workspace.

The semantic model is now ready to connect to a plan (preview) item.

Next steps

Now your sample semantic model is set up in Fabric. Next, create a plan (preview) item and connect to this semantic model to start working on your planning, simulations, and forecast.

To start, go to 3.1 - Create a planning app.