# Creating a Planning Sheet

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

### Prerequisites

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

* Data in a [Power BI semantic model](https://learn.microsoft.com/en-us/fabric/data-warehouse/semantic-models), and a [connection to your database](/planning-sheets/how-tos/create-a-database-connection.md).
* Data in a [Fabric SQL database](https://learn.microsoft.com/en-us/fabric/database/sql/overview), and a [connection to your semantic model](/planning-sheets/how-tos/create-and-share-a-cloud-connection-for-a-semantic-model.md).

The preview of plan in Fabric IQ is now accessible to organizations worldwide in Microsoft Fabric as part of the Microsoft Fabric SKU, and new meters have been created. Meters are currently available but are not currently billed.

{% hint style="info" %}

### Note

You can find the required tenant and capacity settings, as well as all other prerequisites, here: [Prerequisites for Plan](/readme/prerequisites-for-plan.md).
{% endhint %}

### Create plan item <a href="#create-plan-item" id="create-plan-item"></a>

1. Start in your Fabric workspace.
2. Create a **New item > Plan (preview)**.

<figure><img src="/files/LCpx6lT0wEtZcWg2TZbR" alt=""><figcaption></figcaption></figure>

3. Name your plan and create it.

<figure><img src="/files/KlnX355S3cig32kZFZYq" alt=""><figcaption></figcaption></figure>

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](https://app.gitbook.com/o/Bi5mNLq31yHE9Ep9vISb/s/Utolck8kt8atqxFPsEBn/~/edit/~/changes/153/planning-sheets/how-tos/create-a-database-connection-for-colloboration).

### Create a Planning sheet <a href="#create-a-planning-sheet-1" id="create-a-planning-sheet-1"></a>

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.

<figure><img src="/files/QPjMiw4M6EK3ux0op0nO" alt=""><figcaption></figcaption></figure>

2. Select **Planning**, **Name** the new Planning sheet, and **Create** it.

<figure><img src="/files/JyCwBY1t2eXF8f5wDsqU" alt=""><figcaption></figcaption></figure>

### Connect Planning sheet to a semantic model connection <a href="#connect-planning-sheet-to-a-dataset" id="connect-planning-sheet-to-a-dataset"></a>

1. In your new Planning sheet, select **Add.**
2. &#x20;Connect to your Fabric SQL connection under **Select a Connection.**

<figure><img src="/files/X0oO3DF9ql5O90inBMq3" alt=""><figcaption></figcaption></figure>

3. Select the Semantic Model and select **Add**.

<figure><img src="/files/3eZDbmljoGZZ3tAz5duA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/78T2HxZpZpu6PcDtOHha" alt=""><figcaption></figcaption></figure>


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