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Intelligence 302 - Reporting

Intelligence 302 - Reporting

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Learn how to build boardroom-ready P&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll see how finance teams can create fully formatted financial reports with custom calculation rows, manual input rows, hierarchical grouping, approvals, comments, and collaboration features—all without rebuilding reports in Excel. Discover how to add metrics such as Gross Margin %, Earnings Per Share (EPS), and Shares Outstanding, organize financial statements with drag-and-drop flexibility, collaborate through comments and approvals, and export reports to Excel and PDF while preserving formatting and hierarchies. Intelligence Sheets combines the flexibility of spreadsheets with the governance of semantic models to streamline financial reporting and analysis.

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