# Get started with Intelligence sheets

The *Intelligence sheet* provides a no-code, end-to-end reporting experience that brings all your data visualization needs together on a single platform. This article details the steps to get started with your first Intelligence sheet.

### Create an Intelligence sheet <a href="#create-an-intelligence-sheet" id="create-an-intelligence-sheet"></a>

1. Select **New Intelligence Sheet** or select the Intelligence sheets icon from the landing page. Select the **Blank Canvas** option.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/new-intelligence-sheet.png" alt=""><figcaption></figcaption></figure>
2. Select the icons on the right-hand side of the canvas to open the **Data** and **Visualizations** panes.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/data-visualizations-panes.png" alt=""><figcaption></figcaption></figure>
3. Select a data presentation format (such as **Gantt**, **Matrix**, **KPI**, or **Chart**) from the **Visualizations** pane.

   ![Screenshot of selecting a format from the Visualizations tab.](https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/visualizations-table.png)
4. Assign measures and dimensions to the visual to display it on the canvas.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/dimensions.png" alt=""><figcaption></figcaption></figure>

### Import data from Excel and CSV files <a href="#import-data-from-excel-and-csv-files" id="import-data-from-excel-and-csv-files"></a>

1. Expand the **Queries** section in the **Data** pane.
2. Select **Add**, then choose the upload format (**Excel** or **CSV**).

   ![Screenshot of uploading a query showing Excel and CSV options.](https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/add-queries.png)
3. Select the file for upload, then choose the sheet.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/upload-sheet.png" alt=""><figcaption></figcaption></figure>

### Enable the toolbar <a href="#enable-the-toolbar" id="enable-the-toolbar"></a>

A key feature of the Intelligence sheet is its high level of customization. You can tailor reports to the specific needs of your audience. Each visual includes a dedicated toolbar that provides options for formatting, configuration, and accessing built-in features.

After adding the visual to the canvas and assigning data, hover over the visual and select the arrow icon to enable the toolbar.

### Add charts <a href="#add-charts" id="add-charts"></a>

1. Select the **Charts 100+** visual to add a chart.
2. Use the **Visualization** pane to search for a specific chart type, select an **IBCS** chart, or choose a chart from the **Special charts** section.
3. Select data from the **Data** and **Visualizations** panes to assign dimensions and measures. The chart is rendered in the canvas.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/render-chart.png" alt=""><figcaption></figcaption></figure>

### Create tabular reports <a href="#create-tabular-reports" id="create-tabular-reports"></a>

1. Select the **Matrix** visual and assign row and column dimensions to create matrix tables. Matrix visuals support hierarchical dimensions in rows and columns.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/matrix.png" alt=""><figcaption></figcaption></figure>
2. Select the **Table** visual and assign row dimensions to create flat tables.

   <figure><img src="https://learn.microsoft.com/en-us/fabric/iq/plan/media/intelligence-how-to-get-started/tabular-report.png" alt=""><figcaption></figcaption></figure>


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