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Fully Formatted Exports to Excel & PDF

Learn how to export fully formatted financial and paginated reports from Intelligence Sheets in Microsoft Fabric Planning. In this video, we demonstrate how to configure pagination, apply conditional formatting, and export reports to Excel, PDF, and CSV while preserving layouts, hierarchies, expand/collapse controls, page breaks, headers, footers, and formatting. Built directly on top of Power BI semantic models, Microsoft Fabric Planning enables finance and operations teams to create distribution-ready reports without data duplication, ensuring what you see on the Intelligence Sheet is exactly what gets delivered.

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