| name | powerbi-autonomous-planning-loop |
| description | 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. |
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
- Observe: load actuals, open backlog, forecast outputs, model quality, overrides, and action status.
- Forecast: run or reuse
Invoke-PowerBIAIForecast.ps1.
- Detect: identify gaps to budget, roll, prior year, and committed actions.
- Simulate: create target, base, risk, and rescue scenarios.
- Decide: classify items as trusted, challenge, rescue, de-risk, or advisory.
- Act: create action records with owner hints, probability, impact, and due date.
- Learn: compare outcomes to forecast and update trust, bias, and readiness signals.
- Repeat: preserve a versioned run record for the next cycle.
Required artifacts
planning-run-log.csvplanning-gap-detection.csvplanning-decisions.csvplanning-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.
