powerbi-autonomous-planning-loop

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

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.