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Planview Customer Success Center

IdeaPlace Training Class: Reporting and Dashboards (Power BI)

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Course Description

Reporting and Dashboards (Power BI) Training for Planview IdeaPlace 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 the IdeaPlace embedded visual reporting and insights engine, Power BI. Learn which reports are available , the core activities required to create and modify your reports, as well as how to access and view various types of dashboards. This will allow you to take full advantage of pre-defined reports summarizing and visualizing data from your IdeaPlace application.

Planview IdeaPlace Reporting and Dashboards Training Class.pdf

Learning Objectives

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

  • Understand the types of reports available in IdeaPlace
  • Work with the Management Console to create and manage dashboards and reports
  • Quickly access your data and build meaningful reports
  • Run your report and save, print, or download to a different format 
  • Use OData to query and update data 
  • Provide interactive visualizations and business intelligence capabilities with Power BI
  • Simplify raw data into a very easily understandable format with Tableau dashboards and worksheets
  • Utilize the embedded series of Excel-based reports 

Learning Level


Comprehensive class with a moderate amount of detailed information

Proficient product knowledge advised.


This course is ideal for team members who will be responsible for generating out-of-the-box reports in Planview IdeaPlace to support ideation management programs of all sizes.


2 Half-day Segments Virtual


  • Reports Overview
  • Working with the Management Console
  • OData Queries
  • Create Reports with Power BI
  • Deploy Power BI Reports
  • Excel-based Reports
  • Tableau Dashboards


  • Experienced in creating and maintaining challenges in IdeaPlace
  • Participants should have some experience in report creation


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!