# How-tos

- [Get started with Planning sheets](https://docs.fabricplan.com/planning-sheets/how-tos/get-started-with-planning-sheets.md)
- [Create and share a cloud connection for a semantic model](https://docs.fabricplan.com/planning-sheets/how-tos/create-and-share-a-cloud-connection-for-a-semantic-model.md)
- [Create a database connection](https://docs.fabricplan.com/planning-sheets/how-tos/create-a-database-connection.md)
- [Creating a Planning Sheet](https://docs.fabricplan.com/planning-sheets/how-tos/creating-a-planning-sheet.md)
- [Create a database connection for collaboration](https://docs.fabricplan.com/planning-sheets/how-tos/create-a-database-connection-for-collaboration.md)
- [copy of Create a connection for semantic models](https://docs.fabricplan.com/planning-sheets/how-tos/copy-of-create-a-connection-for-semantic-models.md)
- [Create and share a cloud connection for a semantic model-sp](https://docs.fabricplan.com/planning-sheets/how-tos/create-and-share-a-cloud-connection-for-a-semantic-model-sp.md)
- [Forecast data to predict future trends](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends.md)
- [Create multi-dimensional forecasts](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/create-multi-dimensional-forecasts.md)
- [Manage rolling forecasts](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/manage-rolling-forecasts.md)
- [Generate forecasts from statistical data](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/generate-forecasts-from-statistical-data.md)
- [Extend planning beyond source data periods](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/extend-planning-beyond-source-data-periods.md)
- [Edit forecast settings](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/edit-forecast-settings.md)
- [Allocate deficits to meet targets](https://docs.fabricplan.com/planning-sheets/how-tos/forecast-data-to-predict-future-trends/allocate-deficits-to-meet-targets.md)
- [Commenting and collaboration](https://docs.fabricplan.com/planning-sheets/how-tos/commenting-and-collaboration.md)
- [Notes in Commenting and Collaboration](https://docs.fabricplan.com/planning-sheets/how-tos/commenting-and-collaboration/notes-in-commenting-and-collaboration.md)
- [Extend Planning sheet with data input](https://docs.fabricplan.com/planning-sheets/how-tos/extend-planning-sheet-with-data-input.md)
- [Plan across multiple dimensions with cubes](https://docs.fabricplan.com/planning-sheets/how-tos/allocate-values-across-dimensions.md)
- [Analyze planning outcomes with scenarios](https://docs.fabricplan.com/planning-sheets/how-tos/analyze-planning-outcomes-with-scenarios.md)
- [Bookmarks](https://docs.fabricplan.com/planning-sheets/how-tos/bookmarks.md)
- [Exports in the Planning sheet](https://docs.fabricplan.com/planning-sheets/how-tos/exports-in-the-planning-sheet.md)
- [Pivot](https://docs.fabricplan.com/planning-sheets/how-tos/pivot.md)
- [Layouts](https://docs.fabricplan.com/planning-sheets/how-tos/layouts.md)
- [Conditional formatting](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting.md)
- [Create rules in Conditional Formatting](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/create-rules-in-conditional-formatting.md)
- [Format by Rules (If conditions) in conditional formatting](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/create-rules-in-conditional-formatting/format-by-rules-if-conditions-in-conditional-formatting.md)
- [Page 1](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/create-rules-in-conditional-formatting/page-1.md)
- [Format by Color scale conditional formatting](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/create-rules-in-conditional-formatting/format-by-color-scale-conditional-formatting.md)
- [Format by classification conditional formatting](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/create-rules-in-conditional-formatting/format-by-classification-conditional-formatting.md)
- [Quick formatting options](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/quick-formatting-options.md)
- [Manage Rules](https://docs.fabricplan.com/planning-sheets/how-tos/conditional-formatting/manage-rules.md)
- [Test](https://docs.fabricplan.com/planning-sheets/how-tos/test.md)
- [Persist data with Writeback](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback.md)
- [Writeback in Plan](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/writeback-in-plan.md)
- [General Settings](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/general-settings.md)
- [Data Settings](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/data-settings.md)
- [Destination Settings](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/destination-settings.md)
- [Configure advanced settings](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/configure-advanced-settings.md)
- [Configure writeback destinations](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/configure-writeback-destinations.md)
- [View Logs](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/view-logs.md)
- [Enable writeback in reading mode](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/enable-writeback-in-reading-mode.md)
- [FAQs on Writeback](https://docs.fabricplan.com/planning-sheets/how-tos/persist-planning-data-using-writeback/faqs-on-writeback.md)
- [Layout options](https://docs.fabricplan.com/planning-sheets/how-tos/layout-options.md)
- [Basic formatting](https://docs.fabricplan.com/planning-sheets/how-tos/basic-formatting.md)
- [Number formatting](https://docs.fabricplan.com/planning-sheets/how-tos/basic-formatting/number-formatting.md): Plan for Power BI comes prepackaged with intelligent number formatting & scaling recognition capabilities that help display data in a perceptive manner in your table/matrix style reports.
- [Cell, header & value formatting](https://docs.fabricplan.com/planning-sheets/how-tos/basic-formatting/cell-header-and-value-formatting.md)
- [Total and Subtotals](https://docs.fabricplan.com/planning-sheets/how-tos/basic-formatting/total-and-subtotals.md)
- [Adding business logic and formulas](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae.md)
- [Edit cells](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/editing-cells.md)
- [Rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows.md)
- [Insert data input rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows/insert-manual-input-rows.md)
- [Insert template rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows/template-rows.md)
- [Insert formula rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows/insert-calculated-rows.md)
- [Insert blank rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows/insert-blank-rows.md)
- [Insert forecast rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/rows/insert-forecast-rows.md)
- [Measures and Columns](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns.md)
- [Insert data input columns](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns.md)
- [Number](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/insert-manual-input-columns.md)
- [Dropdown](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/dropdown.md)
- [Dropdown options from semantic models](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/dropdown/dropdown-options-from-semantic-models.md)
- [Lookup visuals for dropdowns](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/dropdown/lookup-visuals-for-dropdowns.md)
- [Text, checkbox & date](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/text-checkbox-and-date.md)
- [Person](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/writeback-matrix-features.md)
- [Importing data](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-manual-input-columns/importing-data.md)
- [Insert Formula columns](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/insert-calculated-columns.md)
- [Importing data](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/importing-data.md)
- [Invert sign](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/measures-and-columns/invert-sign.md)
- [Quick formula](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/quick-formula.md)
- [Visual column inside visual measures](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/visual-column-inside-visual-measures.md)
- [Manage inserted rows](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md)
- [Manage inserted measures & columns](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/manage-inserted-rows-and-columns-1.md)
- [Manage aggregation](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/manage-aggregation.md): Custom Measure Aggregations in Semantic Models with Plan
- [Row aggregation](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/manage-aggregation/row-aggregation.md)
- [Pivot data](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/pivot-data.md)
- [Conditional formatting](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting.md): Plan enables intuitive data classification using conditional formatting, allowing users to visually interpret performance at a glance
- [One-click options](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/one-click-options.md)
- [Create rule](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings.md): You can build your own conditional formatting rules from scratch or customize the rules created using the one-click options if your report requires it.
- [Rules (If conditions)](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/rules-if-conditions.md)
- [Color scale & data bars](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/color-scale.md)
- [Classification](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/classification.md): Learn how to use classification-based conditional formatting - such as text, icons, and ratings - to quickly gain insights from your reports.
- [Ranking](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/ranking.md): Plan highlights the top or bottom N ranked values, making it easy to quickly identify the highest- and lowest-performing items.
- [Field Value](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/field-value.md): Learn how to use field value–based conditional formatting to dynamically format your Microsoft Fabric reports using Plan.
- [Bubble Charts](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/bubble-charts.md): In this section, we'll look at bubble charts. Note that you can either create a new rule as shown here or edit the bubble charts inserted using the one-click option explained here.
- [Action Dots](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/create-rule-basic-settings/action-dots.md): Learn how to use Action Dots to visually represent performance for faster, more efficient analysis in Plan.
- [Manage rules](https://docs.fabricplan.com/planning-sheets/how-tos/adding-business-logic-and-formulae/5.-conditional-formatting/manage-rules.md)
- [Planning, Budgeting & Forecasting](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting.md)
- [What-if Analysis & Simulations](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations.md)
- [Scenario](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/scenario.md)
- [Compare Scenarios](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/scenario/compare-scenarios.md)
- [Goal Seek](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/goal-seek.md)
- [Budgeting & Allocations](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/budgeting-and-allocations.md)
- [Allocation Rules and Controls](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/allocation-rules-and-controls.md)
- [Locking Rule](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/allocation-rules-and-controls/locking-rule.md)
- [Distribution rules](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/allocation-rules-and-controls/distribution-rules.md)
- [Min-Max Rule](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/allocation-rules-and-controls/min-max-rule.md)
- [Column aggregation](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/column-aggregation.md)
- [Commenting and Collaboration](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration.md): Collaborate seamlessly with comments and notes
- [Notes](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/notes.md): Annotate data with notes to add descriptive context
- [Comments](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments.md): Discuss data, assign tasks, and track changes using comments
- [Data-level comments](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments/comments.md): Comment on data and collaborate using mentions and replies
- [Assign tasks & monitor progress](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments/comments-1.md): Assign comments as tasks and track their status across stakeholders
- [Filter & track changes](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments/track-changes.md): Filter and track comment activity across the report
- [Report-level comments](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments/report-level-comments.md): Leverage report-level comments to collaborate, assign tasks, and provide an overall summary of the report
- [Comment settings](https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments/comment-settings.md): Configure comment settings to control access, thread behavior, and notifications
- [Exporting reports](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports.md)
- [Export to PDF & Excel](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports/export.md)
- [Export to Excel](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports/export/export-to-excel.md)
- [Export to PDF](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports/export/export-to-pdf.md)
- [Snapshot](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports/snapshot-writeback-matrix-only.md)
- [Comparing snapshots](https://docs.fabricplan.com/planning-sheets/how-tos/10.-exporting-reports/snapshot-writeback-matrix-only/comparing-snapshots.md)
- [Driver Model](https://docs.fabricplan.com/planning-sheets/how-tos/driver-model.md)
- [Configure row properties in the model](https://docs.fabricplan.com/planning-sheets/how-tos/configure-row-properties-in-the-model.md)
- [Create a model using Model Builder](https://docs.fabricplan.com/planning-sheets/how-tos/create-a-model-using-model-builder.md)
- [Create templates for reusable row structures](https://docs.fabricplan.com/planning-sheets/how-tos/create-templates-for-reusable-row-structures.md)
- [Create a driver-based model](https://docs.fabricplan.com/planning-sheets/how-tos/create-a-driver-based-model.md)
- [Tree view](https://docs.fabricplan.com/planning-sheets/how-tos/tree-view.md)
- [Visualize the model using the tree layout](https://docs.fabricplan.com/planning-sheets/how-tos/visualize-the-model-using-the-tree-layout.md)
- [Optimize input values to meet a target](https://docs.fabricplan.com/planning-sheets/how-tos/optimize-input-values-to-meet-a-target.md)


---

# 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/planning-sheets/how-tos.md?ask=<question>
```

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.