Erase and Redraw: Real-Time Iterative Budgeting and Forecasting with Translytical Taskflows

Budgeting and forecasting should be iterative, but too often they’re locked into read-only reports. Once numbers are published, changing assumptions, reallocating costs, or testing scenarios becomes slow and manual.

In this session, we’ll look at how Translytical Taskflows make it possible to erase and redraw financial models in real time. You’ll see how write-back, task orchestration, and recalculation work together to support an interactive FP&A process.

We’ll walk through a practical, end-to-end architecture you can apply immediately, covering model design, workflow patterns, commentary capture, and multi-scenario forecasting, with a focus on performance, auditability, and real-world usability.

1. Understand how Translytical Taskflows enable end-to-end write-back and automation for real-time FP&A workflows. 2. Learn a practical architecture for budgeting and forecasting in Fabric, including UDFs, semantic models, and SQL write-back. 3. Build multi-scenario, iterative forecasting processes that finance teams can run without IT intervention.