No. You can create multiple Intelligence Sheets within the same Plan app, provided they use the same semantic model.
If you want to use a different semantic model, create a new Plan app that connects to that semantic model.
Yes. Importing a PBIX file creates the following items in the Fabric workspace:
When you create an Intelligence Sheet, you use the semantic model. If you don't need the report, you can delete it.
Yes. You can reuse an existing semantic model connection when connecting a semantic model to a Plan app. You don't need to create a new connection unless you want to use different connection settings.
From the Data pane, select Add Semantic Model, choose the required semantic model, and then select Connect.
Yes. Intelligence Sheets connect directly to an existing semantic model to retrieve measures and dimensions for reporting.
On the Home tab, select New Intelligence Sheet.
From the Visualization pane, select Matrix and add it to the canvas.
Add the required measures, such as Actuals and Plan, to the Values section of the Matrix visual.
Add the Account Hierarchy dimension to Rows and the Time dimension to Columns.
On the Matrix tab, select Templates, and then choose Financial.
The Financial template automatically applies the following formatting:
Yes. Intelligence Sheets support bookmarks that let you save and switch between different report states, including filters, selections, and visual configurations.
Yes. Intelligence Sheets support filters at the following levels:
This allows you to control the data displayed throughout the report.
Yes. Intelligence Sheets provide a wide range of styling options, including:
Yes. You can add and customize shapes and buttons to create interactive and visually appealing reports.
Yes. You can add text boxes anywhere on the canvas and customize them by using:
Yes. Intelligence Sheets support themes to maintain a consistent look and feel across reports.
You can use themes to control:
Yes. You can add and view comments across all supported visuals in an Intelligence Sheet. Users also receive email notifications for new comments, enabling collaborative review and discussion.
Yes. Intelligence Sheets support Edit Interactions, allowing you to control how visuals interact with one another.
You can configure interactions to:
Yes. You can share Intelligence Sheets through Power BI or Microsoft Fabric workspaces. Report access respects the configured user permissions and security settings.
Yes. Intelligence Sheets provide alignment, positioning, and sizing options to help you create pixel-perfect dashboard layouts.
Yes. You can embed Planning and PowerTable visuals within an Intelligence Sheet, allowing you to combine multiple visual types on a single interactive canvas for reporting and analysis.
Yes. You can use measures, calculated measures, and planning data from a Planning Sheet directly in an Intelligence Sheet.
This allows you to combine planning, reporting, and analytics in a single interactive report.
Dragging a hierarchy dimension adds the entire hierarchy in a single action, automatically inserting all hierarchy levels as nested rows. This approach is faster than adding each level individually and preserves the parent-child hierarchy.
The Ragged Hierarchy toggle hides empty or blank child members within a hierarchy and shows only the relevant parent rows. This helps reduce unnecessary gaps in the table and makes the hierarchy easier to read.
Fit to Content widens each column to match its longest value so data isn't truncated. Fit to Header sizes the column to the header label, which can leave long values truncated.
Order doesn't affect the underlying data. The Values data well holds measure columns shown side by side. The order chosen determines the left-to-right column order on the sheet.
