Part 1 : Building a Live Cash Flow Forecast

Learn how to build and forecast a cash flow statement using Fabric Planning in a fully integrated environment. In this demo, see how to create a planning layer on top of your semantic model, add a 2027 forecast series, and dynamically plan values without relying on spreadsheets. Watch how your updates instantly reflect in a waterfall chart, enabling real-time analysis of operating, investing, and financing activities—so you can make faster, data-driven financial decisions without refreshes or manual effort.