3.1 - Create a planning app

This guide shows how to create a plan app, connect to a semantic model, and build a planning sheet using the sample data from Introduction to plan (preview) and environment setup.

Create a plan app

1. From your Fabric workspace, select New item.

1. Select Plan (preview) to create a new plan app.

1. Enter the app Name and select Create.

1. Your first plan app opens when it's created.

Set up connection (optional)

To enable viewers of your plan app to collaborate, complete the optional steps in this section.

1. Select Set up connection.

1. Select a Fabric SQL connection. Choose an existing connection or create a new connection, and then select Connect.

Connect to a semantic model

Bring in data to your plan app by connecting it to a semantic model. You can use your own semantic model or the sample semantic model from the previous tutorial step.

1. Select Semantic Model on the launch screen.

1. Select an existing semantic model connection or create a new connection.

1. Select the Semantic Model field.

1. Select your semantic model from the list and then select Add.

1. Select Connect.

1. The semantic model tables appear in the Data pane.

Create a new planning sheet

1. You can select Planning, PowerTable, or Intelligence. To create a planning sheet, select Planning.

1. Enter the planning sheet name and select Create.

1. Your new planning sheet is created.

Build your planning sheet

The next step is to select and add the required data from the semantic model to your sheet.

1. Semantic model data is available in the Data pane after creating the planning sheet.

1. Drag and drop the required data from the Data pane to the Fields pane to build the matrix sheet.

1. Assign dimensions to Rows and Columns, and assign measures to Values in the Fields pane. The planning sheet is created with assigned dimensions and measures.

1. Expand or collapse hierarchies by selecting the Expand/Collapse icon in rows and columns.

Next steps

Continue to the next getting started guide to explore the plan interface: Explore the Plan Interface.