# Create Analytics sheet While a Lumel Planning sheet allows for integrated planning, budgeting, forecasting, writebacks, and more, a Lumel BI sheet allows you to visualize, analyze, and report on your data. This section describes the steps to create a BI sheet for your semantic model that [you have connected to.](https://docs.fabricplan.com/create-planning-analytics-and-data-apps/pages/TIz8xPnGj3TbMAA2RgWZ#id-2.-connect-to-a-semantic-model) ## 1. Create a Lumel Intelligence sheet 1. [Create a Plan item](https://docs.fabricplan.com/create-planning-analytics-and-data-apps/pages/TIz8xPnGj3TbMAA2RgWZ#id-1.-create-a-new-epm-item) and [connect to a semantic model](https://docs.fabricplan.com/create-planning-analytics-and-data-apps/pages/TIz8xPnGj3TbMAA2RgWZ#id-2.-connect-to-a-semantic-model) as explained in the previous section. The screen looks as shown below.

2. To create an analytics sheet for the data, click on the '+' icon beside the planning sheet and select **Intelligence.**

3. A pop-up appears. Enter a name and an optional description and click on **Create.**

4. A BI sheet is created as shown, to which you can start adding visualizations and perform analyses.

## 2. Add Visualization & Assign Fields To get started with the report, add the required visualization to the canvas. Lumel BI offers the following visualization options to add: * Lumel Planning Sheet * Charts * KPI cards * Table * Matrix * PowerTable * Super Filter Let's demonstrate by adding a **Matrix** visualization first. 1. Click on **Matrix** to add a matrix visualization to the canvas.

2. You can resize the visualization by clicking and dragging in a corner, as well as reposition it by clicking the gripper icon.

3. To create the visual, drag and drop the necessary data fields from the **Data** pane into the **Visualizations** pane.

You have now created your first BI sheet with a Matrix visualization. Within this visual, you can analyze data, create inline charts, perform conditional formatting, and much more.

4. Click on **Save** to save the BI sheet.

{% hint style="danger" %} Make sure the BI sheet is saved to avoid losing the created visualizations. {% endhint %} ## 3. Adding Other Visualizations Similar to adding Matrix, you can also include other visualizations in the BI sheet. The steps are the same as illustrated above, which involves: 1. Clicking on the required visualization 2. Assigning the required fields The below illustration demonstrates how you can add a chart to the BI sheet.

The Chart visual provides intuitive, context-aware customization options that enable you to interact directly on the charts and adjust settings without having to navigate through complex menus. A Lumel BI sheet can include multiple visualizations as shown below:

BI sheet with Matrix, Chart and SuperFilter

In the next section, we'll discuss how to integrate a Planning sheet into the BI sheet. This allows you to include your simulations, scenarios, forecasts, Infobridge-queried data, and so on in your BI sheet, allowing for more consolidated planning and data analysis. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.fabricplan.com/create-planning-analytics-and-data-apps/create-analytics-sheet.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.