Fully Formatted Exports to Excel & PDF in Microsoft Fabric Planning
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.
About Plan in Microsoft Fabric
Plan is a unified no-code platform in Microsoft Fabric that brings planning, reporting, analytics, and data management into a single environment - built directly on your existing data, with no ETL or duplication. It includes three core capabilities:
1. Planning sheets - collaborative budgets, forecasts, and scenario models with automatic write-back to Fabric SQL
2. Intelligence sheets - interactive dashboards, variance analysis, and KPI tracking connected directly to your planning data
3. PowerTable sheets - master and reference data management, financial reports, and governed approval workflows
📖 Documentation: https://learn.microsoft.com/en-us/fab...
📅 Book a demo: www.lumel.com/book-a-demo