INTELLIGENCE SHEETS IN FABRIC IQ

Intelligence Sheets in Microsoft Fabric

Intelligence Sheets in Microsoft Fabric put budgets, forecasts, and actuals in the same report, built directly on your Power BI semantic models and planning sheets. When plans, budgets, forecasts, and reference data live on the same platform as your transactional data, variance analysis is automatic, reports stay current, and your teams spend time on decisions instead of reconciliation.
Chart of Accounts Cost Centers Regions Products P&L Variance Report FY 2025 | $M ACT BUD % Revenue 12.4 11.8 +5.1% COGS 4.9 4.6 -6.5% OpEx 3.1 3.4 -8.8% EBITDA 4.4 3.8 +15.8% Gross Margin 7.5 7.2 +4.2% Actual Budget Semantic Models Planning Data Management Actuals & transactions Budgets & forecasts Reference data & lookups Revenue $12.4M COGS $4.9M OpEx $3.1M Budget $11.8M Forecast $12.1M Scenarios
Intelligence Capabilities

No-code reporting with Intelligence Sheets in Microsoft Fabric

Your teams build reports, track performance, and explore data without IT tickets or consultant dependencies. Every capability below is drag-and-drop and runs natively on Fabric.

Financial Reporting

Drag-and-drop row and column reordering, accounting sign management, calculated rows and columns, and grouped hierarchies. No-code report building designed for finance teams.

Paginated Reporting

Pixel-perfect formatted reports with smart page and section breaks, configurable headers and footers with KPI cards. Covers financial statements, invoices, variance analysis, and operational reports.

Management Reporting

Structured P&L statements, balance sheets, and management reports that combine plan and actual data in a single view, with conditional highlighting, automatic subtotals, and period-over-period comparisons.

Performance Tracking

Monitor KPIs and business metrics across departments, cost centers, and product lines. Spot trends early with period-over-period comparisons and keep leadership informed on what is moving.

Ad-hoc Analysis & Exploration

Drag-and-drop layouts, dynamic pivoting across dimensions, and self-service exploration directly on Fabric data. Business users analyze data without predefined reports or IT dependency.

Advanced Visualization Library

100+ chart types spanning statistical, financial, and project visuals. Covers variance analysis, IBCS reporting, distribution, flow, and composition charts. Supports 30,000+ data points per visual.

Gantt & Project Visualization

Dual Gantt modes for project timelines and resource utilization. Dependency tracking, milestones, planned vs. actual, and baseline tracking for executive-ready project insights.

Storytelling & Annotations

Chart-level annotations that adapt dynamically to filter selections, data stories combining visuals with contextual explanations, and storyboard templates for management presentations.

Formatted Export

Structured Excel export preserving tables, hierarchies, and styling. Pixel-perfect PDF export. Batch export of multiple reports and tabs with interactive elements preserved in Excel.
Collaboration

Discuss performance where data lives

Insights are only useful if teams act on them. Intelligence embeds collaboration directly into your reports so conversations happen in context, not in separate email threads.

Data-Level Comments

Attach comments directly to cells, rows, or measures. Flag an unexpected result or ask a department head to explain a number, right where the data lives.

Threaded Conversations

Start discussions that stay attached to specific data points across report refreshes. @mention stakeholders and get Teams notifications for faster resolution. Institutional knowledge that persists, not buried in lost email threads.

Performance Narratives

Walk leadership through quarterly results with guided storyboards. Combine visuals, commentary, and annotations into a single narrative that your team reviews together, not a deck someone builds offline.
Advanced Visualizations

Enterprise-grade analysis needs visuals with depth

Intelligence Sheets include 100+ visuals, and 50+ of them are advanced types most BI tools don't offer.
Fabric Plan - Intelligence - Sankey
Sankey
Fabric Plan - Intelligence - Radar Chart
Radar
Fabric Plan - Intelligence - Box Plot
Box Plot
Fabric Plan - Intelligence - Network
Network
Fabric Plan - Intelligence - Multi-Axis
Multi Axis
Fabric Plan - Intelligence - Slope
Slope
Fabric Plan - Intelligence - Parallel Coord
Parallel Coord
Fabric Plan - Intelligence - Gantt
Gantt
Fabric Plan - Intelligence - Sunburst
Sunburst
Fabric Plan - Intelligence - Tornado
Tornado
Fabric Plan - Intelligence - Win/Loss
Win/Loss
Fabric Plan - Intelligence - Split Bar
Split Bar
Fabric Plan - Intelligence - Integrated Variance
Integrated Var.
Fabric Plan - Intelligence - Executive Funnel
Exec. Funnel
Fabric Plan - Intelligence - Histogram
Histogram
Fabric Plan - Intelligence - Quadrant
Quadrant
Fabric Plan - Intelligence - Packed Bubble
Packed Bubble
Fabric Plan - Intelligence - Variable Pie
Variable Pie
Fabric Plan - Intelligence - Vertical Gauge
Vertical Gauge
Fabric Plan - Intelligence - Decomposition
Decomposition
Fabric Plan - Intelligence - Polar
Polar
Fabric Plan - Intelligence - Variance Line
Var. Line/Area
Fabric Plan - Intelligence - Base Line
Base Line/Area
Fabric Plan - Intelligence - Dumbbell
Dumbbell
Fabric Plan - Intelligence - Arrow Plot
Arrow Plot
Fabric Plan - Intelligence - Range Plot
Range Plot
Fabric Plan - Intelligence - Dot Plot
Dot Plot
Fabric Plan - Intelligence - Marimekko
4 Marimekko Charts
Fabric Plan - Intelligence - Bullet
7 Bullet Charts
Fabric Plan - Intelligence - Waterfall
20+ Waterfall Charts
The depth of your analysis shouldn’t be limited by the charts your tool can render. Intelligence gives teams the visual vocabulary to present what they actually find, without flattening the insight to fit the format.

The library spans 100+ visuals, with 50+ that most platforms don’t offer.
IBCS Certified

One visual language across every report

When every team formats charts differently, leadership spends meeting time decoding visuals instead of discussing performance. Intelligence is IBCS certified, which means your reports have the option to adopt a single, internationally recognized notation system where actuals, budgets, forecasts, and variances always read the same way.
Consistent notation — solid fills for actuals, outlines for budgets, hatching for forecasts. Every chart speaks the same language regardless of who built it.
Standardized variance display — integrated deviation columns make over- and under-performance visible at a glance without scanning raw numbers.
Board-ready density — compact, information-dense layouts that respect your audience’s time and attention.
+5.1% -3.2% +8.4% +2.1% REVENUE BY QUARTER, ACT VS. BUD ACT VS. BUD BUD % Q1 Q2 Q3 Q4 Actual Budget Positive Negative
Compute-Based Pricing

Pay for what you use, not how many users you have

Traditional per-seat licensing forces you to limit who can build or access your data apps. Compute-based pricing on Fabric removes that constraint.
A report viewer who checks numbers once a month and a finance analyst building variance reports daily are not billed the same. Billing is based on actual usage.
Give every department head, controller, and executive access to reports without adding per-seat licenses.
As reporting adoption grows across your organization, costs scale with actual consumption, not headcount.

See what your Fabric capacity costs

Planning, Intelligence and PowerTable all run on your Fabric capacity. Check SKU pricing for your region, or estimate the capacity your workloads need.

Explore everything on Intelligence

Browse the full library by format, or ask the community a question.
Microsoft, Azure, Copilot, Excel, Fabric IQ, Microsoft Entra, Microsoft Fabric, Microsoft Teams, OneLake, Outlook, Power Automate, Power BI and SharePoint are trademarks of the Microsoft group of companies. IBCS is a registered trademark of IBCS Association. All other trademarks are the property of their respective owners.

This community is operated independently by Lumel. Nothing on this site constitutes a representation or warranty by Microsoft.