How-tos

Get started with Intelligence sheetsGet started with Intelligence sheets The Intelligence sheet provides a no-code, end-to-end reporting experience that brings all your data visualization needs together…Get started with reportingGet started with reporting Create reports that present data in the format best suited to your audience. Use table visuals to display…Apply conditional formattingApply conditional formatting Build financial reportsBuild financial reports Intelligence sheets include built-in features that make it easy to present financial data in a clear format. You can…Collaborate on reports with commentsCollaborate on reports with comments Comments are collaborative threads that facilitate conversations directly from within your report. The Intelligence sheet provides a…Pagination and formatting for reportsPagination and formatting for reports Legacy enterprise reporting often requires precise control over pagination. Page breaks and page controls ensure content is…Export high-quality PDF & Excel reportsExport high-quality PDF & Excel reports Export reports and dashboards as high-quality files while preserving layout and formatting. Export options allow you…Visualize simulations, budgets, and forecastsVisualize simulations, budgets, and forecasts Plan, forecast, and visualize scenarios on live data sources without duplicating datasets, rebuilding models, or relying on…Monitor project progress with Gantt chartsMonitor project progress with Gantt charts The intelligence sheet includes a best-in-class Gantt chart for Microsoft Fabric that provides a clear, interactive…Retain report data with WritebackRetain report data with Writeback Retain report data with Writeback Write back tabular reports to a data platform of choice, including file…Build multi-measure chartsBuild multi-measure charts Multi-measure charts let you visualize multiple metrics together using the most suitable chart type for each measure. Analyze correlations…Use themes for consistent color schemesUse themes for consistent color schemes Use built-in themes or create custom themes to ensure consistent color schemes across all the elements…Ranking dataRanking data Learn how to create Top N rankings in dashboards to highlight best- and worst-performing metrics Why ranking is essential for…Sorting dataSorting data Sort chart data to control the order in which values appear and improve readability. Use sorting options to reorder data…Filter dataFilter data The Super Filter is an advanced filtering visual that combines multiple filter types into a single, configurable experience. Use it…Build a dashboardBuild a dashboard Build interactive dashboards directly on top of your semantic models using over 100 chart types, tables, matrices, KPI cards,…Apply IBCS formatsApply IBCS formats The intelligence sheet is IBCS-certified, so you can create standardized business reports on top of your semantic models without…Visualization libraryVisualization library Compare data with small multiplesCompare data with small multiples Small multiple or Trellis KPIs and charts allow side-by-side comparisons across dimensions. Spot trends, patterns, and outliers…Context awarenessContext awareness Context awareness means that manually entered content such as comments, notes, headers, and data inputs automatically responds to the current…Switch between reading and editing modesSwitch between reading and editing modes The Intelligence ribbon provides key tools to sync underlying data, annotate report visuals, export high-resolution content,…

Enterprise planning, Integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co Engineered with Lumel.

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