Watch how Fabric Plans’ intelligence sheet helps finance teams build professional income statements in minutes. This demo shows how to connect governed data, apply financial templates, format according to IBCS standards, and calculate key profitability metrics—all within a structured matrix visual.
Learn how to export fully formatted financial and paginated reports from Intelligence Sheets in Microsoft Fabric Planning. In this video, we demonstrate how to configure pagination, apply conditional formatting, and export reports to Excel, PDF, and CSV while preserving layouts, hierarchies, expand/collapse controls, page breaks, headers, footers, and formatting. Built directly on top of Power BI semantic models, Microsoft Fabric Planning enables finance and operations teams to create distribution-ready reports without data duplication, ensuring what you see on the Intelligence Sheet is exactly what gets delivered.
Discover how to create paginated reports in Microsoft Fabric Planning using Intelligence Sheets. This session explores how to build matrix-based reports with interactive filters, configure row and column-based pagination, introduce custom page breaks, and personalize headers and footers with logos, slicer breadcrumbs, timestamps, and pagination details. Learn how to blend actuals, plans, and forecasts in a single report and generate pixel-perfect, export-ready reports natively within Microsoft Fabric Planning.
Discover how advanced formatting in Microsoft Fabric Planning's Intelligence Sheet transforms a basic matrix into an interactive performance report. Learn how to improve readability with hierarchy and number formatting, surface key insights using filters and conditional formatting, and leverage data bars, indicators, color scales, sparklines, and bullet charts to analyze sales, gross profit, costs, and units directly within the matrix.
Learn how to build boardroom-ready P&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll see how finance teams can create fully formatted financial reports with custom calculation rows, manual input rows, hierarchical grouping, approvals, comments, and collaboration features—all without rebuilding reports in Excel. Discover how to add metrics such as Gross Margin %, Earnings Per Share (EPS), and Shares Outstanding, organize financial statements with drag-and-drop flexibility, collaborate through comments and approvals, and export reports to Excel and PDF while preserving formatting and hierarchies. Intelligence Sheets combines the flexibility of spreadsheets with the governance of semantic models to streamline financial reporting and analysis.
Discover the fundamentals of Intelligence Sheets in Fabric Planning and learn how to build interactive dashboards directly on top of semantic models. In this Intelligence 101 session, we walk through connecting to a semantic model, creating reports from scratch, leveraging a rich library of visualizations, KPIs, matrices, filters, and collaboration features, and combining planning data with analytics for integrated insights. See how business users can quickly create powerful, interactive dashboards with advanced analysis, commentary, and customization capabilities - all within a unified planning and reporting experience.
