Create drivers and formulas in business performance planning

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, and Copilot.

Enabled for Public preview General availability
Users by admins, makers, or analysts Oct 31, 2024 Oct 31, 2024

Business value

With driver-based planning capabilities, decision-makers can access financial forecasts that tie directly to operational drivers. This connection between financial outcomes and business activities enables more informed and strategic decision-making. By identifying key drivers, you can create powerful calculation logic and methods to easily generate financial outcome scenarios. The feature streamlines the process by eliminating the need for manual setup in Power BI and keeps track of changes to drivers across multiple scenarios.

Feature details

Previously, calculation and modeling were handled directly in Power BI through calculation definition. This feature provides calculation logic and methods within the business performance planning application. It eliminates the need for manual setup of calculations in Power BI and streamlines planning by leveraging key drivers across multiple scenarios.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Load data into Business performance planning using dataflows (docs)