This guide shows how to create a plan app, connect to a semantic model, and build a planning sheet using the sample data from Introduction to plan and environment setup.
Create a plan app#
- From your Fabric workspace, select New item.
- Select Plan to create a new plan app.
- Enter the app Name and select Create.
- Your first plan app opens when it's created.
Set up connection (optional)
To enable viewers of your plan app to collaborate, complete the optional steps in this section.
- Select Set up connection.
- Select a Fabric SQL connection. Choose an existing connection or create a new connection, and then select Connect.
Connect to a semantic model#
Bring in data to your plan app by connecting it to a semantic model. You can use your own semantic model or the sample semantic model from the previous tutorial step.
- Select Semantic Model on the launch screen.
- Select an existing semantic model connection or create a new connection.
- Select the Semantic Model field.
- Select your semantic model from the list and then select Add.
- Select Connect.
- The semantic model tables appear in the Data pane.
Create a new planning sheet#
- You can select Planning, PowerTable, or Intelligence. To create a planning sheet, select Planning.
- Enter the planning sheet name and select Create.
- Your new planning sheet is created.
Build your planning sheet#
The next step is to select and add the required data from the semantic model to your sheet.
- Semantic model data is available in the Data pane after creating the planning sheet.
- Drag and drop the required data from the Data pane to the Fields pane to build the matrix sheet.
- Assign dimensions to Rows and Columns, and assign measures to Values in the Fields pane. The planning sheet is created with assigned dimensions and measures.
- Expand or collapse hierarchies by selecting the Expand/Collapse icon in rows and columns.
Next steps#
Continue to the next getting started guide to explore the plan interface: Explore the Plan Interface.
