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Create a database connection for collaboration in a plan

This article explains how to create a database connection to enable multiuser collaboration on plan items.

This connection is optional and allows other users to comment and collaborate on a plan that you create.

Important

This feature is in preview.

Prerequisites

  • You have a plan item created.
  • You have access to planning sheets.
  • You have permission in the plan item to create and manage connections.

Create a database connection for collaboration

  1. Inside a plan item, select Set up connection.

    Screenshot of database connection setup option for collaboration.

  2. On Select Fabric SQL Connection, select Create Connection. Alternatively, you can select an existing connection and skip the creation steps.

    Screenshot of creation of database connection option for collaboration.

  3. From the Connections credentials dropdown menu, select Create new connection, and then select Create.

    Screenshot of adding a new database connection option for collaboration.

  4. Enter a connection name.

  5. For Authentication kind, select Organizational account.

    Screenshot of adding credentials for the new database connection collaboration.

  6. Select Create.

Now you have a database connection to store collaboration data.

Share the database connection

You can share the created connection and manage the user permissions.

  1. Next to the name of the connection in your Microsoft Fabric workspace, select ..., and then select Manage users.

    Screenshot of managing the users for a SQL database resource.

  2. Edit the permissions and share as needed.

    Screenshot of editing permissions in the Manage users pane.

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