Create a planning sheet

This article describes how to get started with your first planning sheet inside planning in Fabric.

Prerequisites#

Before you set up planning sheets, make sure you have the following prerequisites:

• The overall prerequisites for planning in Fabric, including the required tenant and capacity settings.
• Data in a Power BI semantic model, and a connection to your semantic model.

Create plan item#

1. From your Fabric workspace, select New item > Plan.

2. On New Plan, enter a name for your plan, and then select Create.

Create your planning sheet#

1. In your new plan item, you see options to get your data from the semantic model or from Excel, and to create a planning sheet from it. Alternatively, start with a planning sheet and then connect it to data.

2. Select Planning, enter a name for the new planning sheet, and then select Create.

Add the semantic model connection#

In this section, you add the semantic model connection that you created earlier (see the Prerequisites section). The result of this step is that your planning sheet has access to data in the semantic model.

1. In your new planning sheet, select Add.
2. Under Select a Connection, connect to your semantic model connection.

3. Select the semantic model, and then select Add.

4. Add semantic model data into your fields. Now you have your first planning sheet.

Optional: Connect to a database for collaboration#

If you want to collaborate with others on this planning sheet, create a database connection for your plan item to store comments and other collaboration details. For more information, see Create a database connection for collaboration.