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Planview Customer Success Center

AgilePlace Training Class: Reporting and Analytics (Power BI)

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Course Description

Reporting and Analytics Training for Planview AgilePlace is an immersive, interactive class that introduces the skills to configure the out-of-the-box reports to meet the reporting needs of the organization.

This course provides an understanding of how to use AgilePlace analytics to further examine and understand the work that’s flowing across your board, key ways to optimize your board and use analytics to help you measure and understand potential problems and improvement opportunities. This will allow you to take full advantage of the AgilePlace out of the box reporting for summarizing AgilePlace board data.

Planview AgilePlace Reporting and Analytics (Power BI) Training Class.pdf

Learning Objectives

At the end of this course students will learn how to:

  • Understand the types of reports available in AgilePlace
  • Use analytics to measure and monitor the flow of value through boards
  • Understand the relationship between reports and board & card design
  • Understand how these relationships influence organizational insights
  • Provide interactive visualizations and business intelligence capabilities with Power BI
  • Simplify raw data into a very easily understandable format with

Learning Level


Comprehensive class with a moderate amount of detailed information.

Proficient product knowledge advised.


This course is ideal for agile teams who want to leverage the Planview AgilePlace analytic capabilities to help them measure process performance, understand waste or inefficiencies and identify bottlenecks.


[#] Half-day Segments Virtual


  • Reports Overview
  • Optimize Board Analytics
  • Editing Board Layouts
  • Create Reports with Power BI
  • Deploy Power BI Reports
  • Tableau Dashboards


  • Participants should be experienced in creating and maintaining boards in AgilePlace
  • Understanding of Kanban Methodology and Lean Agile principles
  • Participants should have some experience in report creation


Private on-site or virtual training is available, email to receive a quote.


Contact us for more information!