Analytics & Reporting Options
Analytics and reports in Planview Enterprise One – Portfolio and Resource Management provide insight into your portfolio data to drive decision making.
The different components are targeted at different types of Planview Enterprise One – PRM 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.||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 – PRM data model and use case.||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.||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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|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 – PRM provides a number of different Data Sources and Reporting Tools .
|Consumers of Planview Enterprise One – PRM outputs, reports and analytics have different requirements relating to how they will access, consume and interact with data and information from Planview Enterprise One – PRM.||The Report Subscription capability allows a report (FastTrack 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 – PRM server to execute and view the reports.||OData is the mechanism used by Power BI to connect to the Planview Enterprise One – PRM database. Customers using other business intelligence tools can use OData to securely access and report on data from their Planview Enterprise One – PRM 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 – PRM.
Self-paced courses on analytics and reporting are available in the Planview Training Academy.