What's New in the Intelligence Sheet: FabCon Europe 2026 Updates

Fabric Planning was announced at FabCon Atlanta in March 2026 to bring planning, analytics and decision-making together in one place. Finance and business teams often plan in one tool, report in another, and explain the numbers in slide decks and email threads. Each switch takes time, and the context behind the numbers gets lost.

The Intelligence Sheet brings management reporting into the same Plan item where planning happens. Teams connect to their semantic model, build planning models, create budgets and forecasts, and deliver reports in one place.

This release adds IBCS® certification, embedded planning, Intelligence Sheets in organizational apps alongside Power BI, and data-linked annotations, along with enhancements that make reports faster to build and easier to read.

IBCS® certified reporting

Microsoft Fabric Planning is IBCS® CERTIFIED Charts+Tables (International Business Communication Standards). It is also certified to ISO 24896:2026, Notation for business reporting: the certification confirms that business charts and tables in the Intelligence Sheet are designed to the ISO standard. Finance users get a standard visual language they recognize on sight.

• Complete template library: IBCS templates C01–C13 and T01–T05, including multi-tier columns, waterfalls and small multiples.
• One-click themes: strict or flexible themes apply the full notation at once, including scaling, labels and color conventions.
• Consistent across reports: themes keep notation, scaling and color uniform across multiple reports.

IBCS certified charts and tables in the Intelligence Sheet

Embedded Planning grids, PowerTable grids and Forms

Planning grids, PowerTable grids and Forms can now be embedded directly in an Intelligence Sheet, alongside charts, KPIs, and Gantt, Resource, Kanban and Calendar views.

• Embedded elements inherit the report's theme.
• Their fields map automatically, so slicers and Super Filter act on them like any other field.

A PowerTable form, PowerTable grid and planning grid embedded beside KPIs and a chart

What this changes for planning teams

• Plan with context. Contributors enter budgets and forecasts while seeing the actuals, trends and variances behind them, rather than typing into a standalone grid.
• Act where you analyze. A regional manager reviewing a variance chart can correct next quarter's forecast in the grid below it, or edit values directly in Matrix and Table visuals, without switching sheets.
• Keep every view in sync. One filter drives the charts, the planning grid and the records together, so everyone works from the same slice of the same data.
• Connect plans to the work behind them. A capex budget can sit next to its request form and project timeline, or a headcount plan beside the open-positions table.

The report is no longer only the last step in the planning cycle. It is where teams analyze, decide and act.

Intelligence Sheets in organizational apps, alongside Power BI

Intelligence Sheet reports and Planning Sheets can now be added as pages in a Power BI or Fabric organizational app, alongside your existing Power BI reports. Intelligence Sheets and Power BI reports co-exist in the same app, so teams keep using the reports they already have and add planning and IBCS reporting next to them.

• One app link. Users open one app to review Power BI reports, Intelligence Sheet reports and the plan, with navigation curated for each audience.
• Existing access rules apply. The org app's audiences and security rules govern who sees what. No separate share link or direct workspace access is needed.
• Where people already work. Org apps with Intelligence and Planning content render the same way in Microsoft Teams and SharePoint.

Notes, markers and data-linked annotations

Notes, markers and annotations now stay connected to the data and the filter context behind them, so insights can be reviewed, presented and discussed directly in the report.

• Notes with dedicated note panels, for authors who add insights while editing a report.
• Data-linked annotations with a fetch measure, for teams who store insights in the semantic model and bring them onto a visual.
• Marker mode to draw attention to key takeaways while reviewing or presenting.

Notes, marker mode and annotations on a financial performance report

Note: The source draft calls for a GIF of notes and marker mode in action here. Add it once available.

Additional enhancements

Matrix enhancements

Row grouping and reordering, sorting, comments and themes, with better support for blended and non-semantic values.

Images

Add images to the report canvas, and use image URLs and SVGs in charts and KPI visuals.

Variables with actions

List, number, date and date-range variables put assumptions in the reader's hands. Variables drive formulas, formatting and actions, and can be bound per environment through Fabric variable libraries, so the same report points at the right values in test and in production.

Split categories and group measures

Change how data is pivoted in a visual by grouping measures and splitting categories, without changing the source data. For example, show actual, plan and prior year side by side within each period.

Images on the canvas, grouped measures and matrix enhancements

Get started

• Intelligence Sheet documentation
• Microsoft's general availability announcement for Planning in Microsoft Fabric
• Try Microsoft Fabric

Explore more updates

• What's New in Fabric Planning: FabCon Europe 2026 Updates
• What's new with PowerTable

Videos

• Intelligence Sheet introduction
• Build IBCS compliant reports in Microsoft Fabric

For more, visit the video library.