Powerbi Autonomous Planning Loop

Power BI Autonomous Planning Loop

Use this skill when the user wants planning to run as a recurring control cycle rather than a one-time forecast.

Loop

1. Observe: load actuals, open backlog, forecast outputs, model quality, overrides, and action status.
2. Forecast: run or reuse Invoke-PowerBIAIForecast.ps1.
3. Detect: identify gaps to budget, roll, prior year, and committed actions.
4. Simulate: create target, base, risk, and rescue scenarios.
5. Decide: classify items as trusted, challenge, rescue, de-risk, or advisory.
6. Act: create action records with owner hints, probability, impact, and due date.
7. Learn: compare outcomes to forecast and update trust, bias, and readiness signals.
8. Repeat: preserve a versioned run record for the next cycle.

Required artifacts

• planning-run-log.csv
• planning-gap-detection.csv
• planning-decisions.csv
• planning-learning-events.csv

Guardrails

• Keep every run immutable and timestamped.
• Never overwrite management numbers; store autonomous recommendations separately.
• Stop autonomous action recommendations when readiness is below threshold.