Join us for a comprehensive one hour introductory webinar on Microsoft Fabric Plan’s Intelligence Sheet, the reporting and dashboarding layer within Microsoft Fabric Plan. This session will focus on how Intelligence Sheet enables users to build highly formatted financial reports and modern dashboards by leveraging plan and forecast data created in Planning Sheets.
We will begin with an overview of Intelligence Sheet, covering data mapping concepts, initial setup, and how it seamlessly connects with Planning and PowerTable sheets to transform planning data into structured and report ready outputs.
From raw planning data to boardroom ready insights, see it all come together in a live demonstration
The live demonstration will focus on core reporting capabilities, with an emphasis on building formatted financial statements, variance reports, and paginated reports. You will explore advanced Matrix and Table features such as flexible layouts, rich formatting, and a powerful calculation engine tailored for financial reporting scenarios.
We will also explore Intelligence Sheet’s extensive visualization capabilities, including access to more than one hundred charts that enable the creation of modern and interactive dashboards. This includes standard charts, IBCS compliant visuals, financial analytical capabilities such as CAGR, deviations, and pareto analysis, along with storytelling charts and KPI cards with ready to use presets.
In addition, the session will showcase unique capabilities such as the built in Gantt chart for project management and SuperFilter, which offers extended filtering and slicing features including Facet filters, Calendar filters with dynamic time dimension switching, hierarchical filters, and more.
To bring everything together, we will walk through a complete build of financial reports and dashboards from start to finish, highlighting best practices for delivering business ready insights on top of planning data.
The webinar will conclude with a discussion on real world business use cases, followed by an open question and answer session.
If your goal is to create pixel perfect financial reports or interactive dashboards using your plan data, all within a single platform, Microsoft Fabric Plan, this session will help you unlock the full potential of Microsoft Fabric Plan’s Intelligence Sheet.
