Intelligence sheets in Planning

The intelligence sheets component of planning provides a powerful no-code reporting experience that enables teams to collaboratively build reports, generate fully formatted exports, visualize data, and manage project plans from a single platform in Microsoft Fabric. It couples seamlessly with the planning sheet to provide real-time insights across your plans, budgets, and what-if scenarios.

Intelligence sheets bring single-click, flexible International Business Communication Standards (IBCS) formatting for charts, cards, and tabular reports, with pixel-perfect exports.

With their intuitive, no-code user experience (UX), intelligence sheets enable even casual users to build dashboards and storyboards in minutes. They integrate over 100 charts, Gantt charts, cards, and tables for an end-to-end reporting solution.

Capture additional context by adding annotations to your reports. Intelligence sheets support annotations at both the canvas and data point levels in charts. You can create threaded comments to track action items and tag collaborators using @mentions. You can also write comments back to the database for tracking and reference.

Why use intelligence sheets?#

• Centralized analysis: Consolidate financial, operational, and performance data in a single sheet for easy review.
• Presentation-ready reports: Apply layouts, templates, and formatting to create clear, professional reports.
• Enhanced calculations: Use measures, totals, subtotals, and custom formulas to support advanced analysis.
• Visual insights: Build tables and charts that make trends, patterns, and anomalies easy to identify.
• Compare actuals versus plans: Evaluate performance by comparing actual results with projections or budgets.
• Reusable measures: Import or reuse measures across sheets to maintain consistency and save time.
• Supports decision-making: Provides actionable insights for planning, forecasting, and operational decisions.

Where to use intelligence sheets

Intelligence sheets are used for:

• Reporting and analysis: Create tabular reports to monitor key metrics.
• Financial reporting: Display metrics like revenue, expenses, COGS, and profitability in a clear, structured format.
• Operational insights: Analyze sales, headcount, and other operational metrics across teams or departments.
• Forecasting and planning support: Visualize projections and analyze variances.
• Dashboards and presentations: Use structured layouts, templates, and formatting to create presentation-ready reports for stakeholders.

Key capabilities#

The following table lists the core capabilities of intelligence sheets.