Creating a Planning Sheet

This article describes how to get started with your first Planning sheet in plan.

Prerequisites

Before you set up Planning sheets, make sure you have the following prerequisites:

• Data in a Power BI semantic model, and a connection to your database.

• Data in a Fabric SQL database, and a connection to your semantic model.

Plan in Fabric IQ is now available to organizations worldwide as part of the Microsoft Fabric SKU. New billing meters have also been introduced and are now available for billing.

Note

You can find the required tenant and capacity settings, as well as all other prerequisites, here: Prerequisites for Plan.

Create plan item

1. Start in your Fabric workspace.

2. Create a New item > Plan.

1. Name your plan and create it.

During planning item creation, a Fabric SQL database is automatically created in your workspace. This database stores your plan report's metadata.

You can create a database connection for collaboration. This step is optional and is required only if you want to collaborate. For more information, see Create a database connection for collaboration.

Create a Planning sheet

1. In your new plan item, you see options to get your data from the semantic model or Excel/CSV and create a Planning sheet from it, or to start with a Planning sheet and then connect it to data.

1. Select Planning, Name the new Planning sheet, and Create it.

Connect Planning sheet to a semantic model connection

1. In your new Planning sheet, select Add.

2. Connect to your Fabric SQL connection under Select a Connection.

1. Select the Semantic Model and select Add.

1. Add semantic model data into your fields. Your first Planning sheet is now created.