> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/user-guide/3-create-your-first-planning-app/3-3-basic-interactions.md).
# 3.3 - Basic interactions
This module guides you through basic interactions in the planning sheet, including how to add sheets, configure layouts, manage hierarchies, and sort and filter data.
### Add planning, intelligence, and powertable sheets
1. Plan offers integrated planning, BI, and data management on a single app. Use the **Home** ribbon to add planning, intelligence, and powertable sheets.
2. Select **New Planning Sheet** to create a new planning sheet.
3. Enter the sheet name and select **Create**.
4. A new planning sheet is created.
5. Select **New PowerTable Sheet** to create a powertable sheet.
6. Enter the powertable sheet name and select **Create**.
7. A powertable sheet is created.
8. Select **New Intelligence Sheet** to create an intelligence sheet.
9. Enter the intelligence sheet name and select **Create**.
10. A new intelligence sheet is created.
11. You can also select **New Page** and choose a sheet type to add more sheets.
### Configure layout options
1. Open the **Planning** ribbon to configure layout options.
2. Select **Layout** > **Hierarchy** to display child rows under parent rows.
3. Select **Table** to display a nonhierarchical table layout.
4. Select **Measures** > **In Rows** to display measures in rows instead of columns.
5. Select **Tree** to configure the tree layout.
6. Select baseline and comparison measures, and then select **Save**.
7. A new **Tree View** ribbon opens. You can now view business hierarchies in tree form.
### Manage hierarchies, totals, and subtotals
1. Select the **Expand/Collapse** icon in row and column headers to expand or collapse hierarchies.
2. Select the gripper menu beside a row header to access advanced expand and collapse actions.
3. Use the **Expand** or **Collapse** dropdowns to expand or collapse descendants, the entire level, or to expand/collapse all.
4. Use the **Totals** dropdown in the **Planning** ribbon to manage total and subtotal display.
5. Configure grand total and subtotal display settings from the dropdowns.
### Sort, reorder, and filter data
1. To reorder items, drag row and column headers with the gripper.
2. To configure sorting, select the gripper menu on the column header.
3. Use the **Sort** dropdown to select a sorting order.
4. Select the arrow on the sorted column to remove sorting.
5. Select the **Filter** icon in the **Planning** ribbon to add and group visual-level filters. First, select **Add New Filter**.
6. Rename the filter, edit filter settings, add filter groups if necessary, and then select **Save**.
7. The filter is applied.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## 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, and the optional `goal` query parameter:
```
GET https://docs.fabricplan.com/user-guide/3-create-your-first-planning-app/3-3-basic-interactions.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
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.