# Build financial reports

Intelligence sheets include built-in features that make it easy to present financial data in a clear format. You can organize metrics into a structured layout that supports both on-screen analysis and formatted exports.

You can apply custom number formatting and scaling, apply single-click templates, display totals and subtotals, and insert calculations. Together, these capabilities help you create presentation-ready financial reports that support planning, analysis, and decision-making.

This article provides a basic overview of creating financial reports using Intelligence sheets.

#### Format numeric data <a href="#format-numeric-data" id="format-numeric-data"></a>

1. Select the decimal icons in the **Number** section to increase or decrease the number of decimal places displayed. This setting applies to all measures in the report.
2. To adjust decimal places for a specific measure, select the measure and use the increase or decrease decimal buttons.

   <figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FhXUecg9kRjXB5gz8EOSQ%252F2.%2520Decimal%2520places.gif%3Falt%3Dmedia%26token%3Dfade46ee-7607-4eb3-b7da-4c1581712af3&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=207b4c26&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. Select the **Prefix/Suffix** button, then enter the desired prefix or suffix.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FS4IFArcuFCew4CrkkGew%252Fimage.png%3Falt%3Dmedia%26token%3Ded965de7-39f0-45af-a9c0-869e9b5c8be3&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=f448106e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

4. Enable **Semantic Formatting** from **Number Settings** to highlight positive/negative values.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FuEGt98Ld013eNuGoAmUP%252Fimage.png%3Falt%3Dmedia%26token%3Da19e95c8-ca3e-445f-918e-71b97e5b9b85&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=cf66bd6f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### Set number scaling <a href="#set-number-scaling" id="set-number-scaling"></a>

1. Select the **Quick Format** option to set scaling at the report level. This setting applies to all measures.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FyM8tf8uopU1Dp8ojjQh8%252Fimage.png%3Falt%3Dmedia%26token%3Dcccf70cb-5fc1-4494-abb8-169520647707&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=a56b3eb&#x26;sv=2" alt=""><figcaption></figcaption></figure>

2. For measures with mixed granularities, select the measure to set the scaling factor.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252F3nBI0TmdXoSSgkiYsyNG%252Fimage.png%3Falt%3Dmedia%26token%3Dfbdc07d3-ddbd-45ef-a020-09aaf81aedd1&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=43dafc2f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### Apply and customize built-in templates <a href="#apply-and-customize-built-in-templates" id="apply-and-customize-built-in-templates"></a>

Out-of-the-box report templates provide a quick starting point for creating reports. They reduce the time and effort required to build reports from scratch.

1. Select the template you want to apply to the report.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252Ff6iSZyzzOsdVFcZLhb5S%252Fimage.png%3Falt%3Dmedia%26token%3D2a2b731d-ab7d-44d7-ab01-ac8b6cdcd6f4&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=f0613f0&#x26;sv=2" alt=""><figcaption></figcaption></figure>

2. You can customize templates by formatting the header and footer and adding outlines.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FLcP6b7ZxdN8RhpacNMCn%252Fimage.png%3Falt%3Dmedia%26token%3Dbc85be52-5e8d-4d42-899c-313680ec23e1&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=22b34cf4&#x26;sv=2" alt=""><figcaption></figcaption></figure>

3. Enable grid lines from **Display Settings** to clearly demarcate various categories.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FjzsHjN3JkUx0P67aoDxr%252Fimage.png%3Falt%3Dmedia%26token%3D652aa262-f1f4-41d1-866a-8feeaf6898b3&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=987d842a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

4. Turn on **Semantic Formatting** to draw attention to values like negative variances or profits.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FMXSX3UefMhGVFwqoArF6%252Fimage.png%3Falt%3Dmedia%26token%3Dfeee1bc3-338f-4720-8730-b137ac32bcfc&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=b9220b6b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

5. Enable the **Sign in Headers** option to display the overall performance of a row category. When all the values in a particular row are negative, the row is prefixed with a minus sign.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FpvobLBmRiRDyWUN9hUHh%252Fimage.png%3Falt%3Dmedia%26token%3Ddd26cc23-5e4c-426d-bd28-df75f8c99aaf&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=6d0dcc54&#x26;sv=2" alt=""><figcaption></figcaption></figure>

6. Customize the position of row and column subtotals when the report contains hierarchical data.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FsA5ng7B1BG5sDu8hy4Sy%252Fimage.png%3Falt%3Dmedia%26token%3D25f01c3e-267a-4188-82b5-3a9d26bedb91&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=995cfd73&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### Insert calculated columns <a href="#insert-calculated-columns" id="insert-calculated-columns"></a>

1. Select **Insert Formula**.
2. Enter the calculation in the **Formula** window.
3. Press **Ctrl + Space** to open suggestions while writing a formula. This action helps you quickly discover available fields, functions, and syntax. Use the **References** tab to use dimensions and measures in your formula.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FPQYxHlMwLPBcR2WryBhB%252Fimage.png%3Falt%3Dmedia%26token%3D21e7db51-1ef1-4aee-963d-fe0886e9ab99&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=b2265cef&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### Insert data input columns <a href="#insert-data-input-columns" id="insert-data-input-columns"></a>

1. Go to **Insert > Data Input**.
2. Select the data input type, such as checkboxes, dropdowns, and text.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FBNUig44JQ50QC03TZojh%252Fimage.png%3Falt%3Dmedia%26token%3D5a123136-6e93-447e-b8d5-4f05084c67fb&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=341df4c7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### Export reports <a href="#export-reports" id="export-reports"></a>

Select the export icon to create fully formatted Excel and PDF exports for distribution.

<figure><img src="https://inforiver.gitbook.io/fabric-plan-mslearn/~gitbook/image?url=https%3A%2F%2F2715773316-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXaNsuBB3HcAa0WUQhDTv%252Fuploads%252FP9sUFBDYifMM4pTITIlG%252Fimage.png%3Falt%3Dmedia%26token%3D688ea822-d077-418e-825f-0680d40671ff&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=15f5d7c4&#x26;sv=2" alt=""><figcaption></figcaption></figure>


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