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Planview Customer Success Center

Analytics and Reporting in Planview Enterprise


The following Analytics & Reporting Content now resides in the Planview Enterprise One area of the Customer Success Centre
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Analytics & Reporting Options 

Analytics and reports in Planview Enterprise One provide insight into your portfolio data to drive decision making.
The different components are targeted at different types of Planview Enterprise One users and different reporting and data analysis use cases.


Portfolio View provides in-application tabular grids, with the flexibility of predefined and user defined column sets, that are used to access and view data and make updates Catalog Image.png Catalog Image.png Customer created dashboards, that support interactive visualization and analysis. Power BI is ideal for users who want to click and drill and explore their data to answer questions and drive to the cause of variances
The FastTrack Analytics are predefined reports used by all our customers, delivering their "day one" reporting needs; Fixed format outputs configurable to match the customer Planview Enterprise One data model and use case Catalog Image.png Catalog Image.png Modeled analysis of Planview data that is processed into cubes and models
Ad-Hoc Analysis Excel Add-In, or Power BI, is used as the analysis and visualization tool
Create simple visualizations on data in Planview portfolios using the Analyze Chart function, Configurable Table Tiles and the Predefined Tiles Catalog Image.png Catalog Image.png The capability that allows the development of customer specific fixed format formats. Custom Reports with Reporting Services is used when exact layout and look and feel are important

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Related Topics

Understand Analytics & Reporting options by Role and browse other related topics


Which Analytics and Reporting tools are best suited for my role and use cases? Where does the data come from and how is it procured and visualized?

Planview Enterprise One provides a number of different Data Sources and Reporting Tools 
Consumers of Planview Enterprise One outputs, reports and analytics have different requirements relating to how they will access, consume and interact with data and information from Planview Enterprise One Catalog Image.png The Report Subscription capability allows a report (RPM Analytics or Custom Report) to be executed automatically based on a specific set of parameters and the resulting report can be emailed as attached export
Following the installation of the Outlook Add-In, users can access Report Tiles, including RPM Analytics and Custom Reports from within Outlook, connecting to their Planview Enterprise One server to execute and view the reports Catalog Image.png Catalog Image.png oData is the mechanism used by Power BI to connect to the Enterprise One database. Customers using other business intelligence tools can use oData to securely access and report on data from their Enterprise One database.

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Explore the topics below to view our rich array of online help, how-to materials, best practices, videos, e-learning relating to analytics and reporting in Planview Enterprise One.

Teach yourself Analytics and Reporting in the Planview Training Academy.