# Powerbi Autonomous Planning Loop

> Use when building or running a closed-loop autonomous Power BI planning cycle that refreshes actuals, forecast, gap detection, scenarios, actions, tracking, learning, and the next plan without changing PBIX files directly.

- Skill: `rweisssieker-xp/powerbi-autonomous-planning-loop` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add rweisssieker-xp/powerbi-autonomous-planning-loop`
- Raw SKILL.md: https://api.skillmd.com/api/skills/rweisssieker-xp/powerbi-autonomous-planning-loop/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: rweisssieker-xp (https://skillmd.com/u/rweisssieker-xp)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/rweisssieker-xp/powerbi-autonomous-planning-loop

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# 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.

