Webinar

How to Streamline Budgeting and Controlling in a Single Environment?

Are you currently preparing next year’s budget and starting to get lost in successive versions of spreadsheets, changes, and reconciliations? Find out how to organize the entire process so you can monitor budget execution and deviations from the plan on an ongoing basis.

Join our webinar, where we’ll show you how to use Planner to create budgets, make changes, and work with data all in one environment.

We’ll take a practical look at the solution’s key features and show you how it can support your day-to-day budget management, help you monitor progress toward your goals, and enable you to respond more quickly to changes.

During the webinar, we will discuss:

  • creating and updating budgets in Planner,
  • entering data directly in the Microsoft Fabric environment,
  • monitoring budget execution and variances,
  • working with different versions and scenarios,
  • practical application of Planner in the budgeting process.

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Leader:

Weronika Zielińska
Weronika Zielińska
Data Engineer

BI Consultant with experience in implementing Business Intelligence projects for clients across various industries. She works with data and Microsoft solutions on a daily basis, supporting companies in creating reports, streamlining analytical processes, and making data-driven decisions.

Michał Pugaczew
Michał Pugaczew
Data Engineer

A data engineer specializing in the backend layer of analytics—data modeling, ETL processes, and architecture in Microsoft Fabric and Azure. He combines his technical expertise with experience in financial controlling to design solutions that support financial processes and business reporting.

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