Create a BI sheet

While a Lumel Planning sheet allows for integrated planning, budgeting, forecasting, writebacks, and more, a Lumel BI sheet allows you to visualize, analyze, and report on your data.

This section describes the steps to create a BI sheet for your semantic model that you have connected to.

1. Create a new Lumel BI sheet

1. Create a Lumel EPM item and connect to a semantic model as explained in the previous section. The screen looks as shown below.

Lumel EPM item

1. To create a BI sheet for the data, click on the '+' icon beside the planning sheet and select Modern BI.

Add BI sheet

1. A pop-up appears. Enter a name and an optional description and click on Create.

Create BI sheet

1. A BI sheet is created as shown, to which you can start adding visualizations and perform analyses.

Lumel BI sheet

2. Add Visualization & Assign Fields

To get started with the report, add the required visualization to the canvas. Lumel BI offers the following visualization options to add:

• Lumel Planning Sheet

• Charts

• KPI cards

• Table

• Matrix

• PowerTable

• Super Filter

Let's demonstrate by adding a Matrix visualization first.

1. Click on Matrix to add a matrix visualization to the canvas.

Add Matrix

1. You can resize the visualization by clicking and dragging in a corner, as well as reposition it by clicking the gripper icon.

resize and reposition

1. To create the visual, drag and drop the necessary data fields from the Data pane into the Visualizations pane.

Assign data fields

You have now created your first BI sheet with a Matrix visualization. Within this visual, you can analyze data, create inline charts, perform conditional formatting, and much more.

Working with the Matrix visual

1. Click on Save to save the BI sheet.

Save BI sheet

Make sure the BI sheet is saved to avoid losing the created visualizations.

3. Adding Other Visualizations

Similar to adding Matrix, you can also include other visualizations in the BI sheet. The steps are the same as illustrated above, which involves:

1. Clicking on the required visualization

2. Assigning the required fields

The below illustration demonstrates how you can add a chart to the BI sheet.

Adding Chart

The Chart visual provides intuitive, context-aware customization options that enable you to interact directly on the charts and adjust settings without having to navigate through complex menus.

A Lumel BI sheet can include multiple visualizations as shown below:

BI sheet with Matrix, Chart and SuperFilter

In the next section, we'll discuss how to integrate a Planning sheet into the BI sheet. This allows you to include your simulations, scenarios, forecasts, Infobridge-queried data, and so on in your BI sheet, allowing for more consolidated planning and data analysis.