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Portfolios Training Class: Ad-hoc Analysis (Power BI and SSAS)

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Ad-hoc Analysis (Power BI and SSAS) training for Planview Portfolios teaches how organizations can perform dynamic analysis and create interactive reports on projects, resources, and financial data to meet the reporting needs of the organization.

This course provides mastery of online analytical process (OLAP) reporting and interactive navigation capabilities to easily understand current and trend-based business performance, change parameters, and add metrics with the click of a button. Power BI allows non-technical users to create analytics and dashboards by themselves, without the need for technical report development skills or a technical understanding of the data structure. Users can create interactive dashboards with drill down functionality in minutes. This will allow you to quickly provide answers to analytical queries that are multi-dimensional in nature for complex analytical and ad hoc queries.

Ad-hoc Analysis (Power BI and SSAS) in Planview Portfolios.pdf


At the end of this course, you will learn the following skills:

  • Understand Ad-hoc Analysis Concepts and Data Sources (Tabular Models & Column Set Models).
  • Create and Deploy Reports with Power BI.
  • Perform Ad-hoc Analysis using Microsoft Excel.
  • Understand the data elements of the Tabular Models.



Designed for experienced learners seeking a high level of expertise in the subject. It delves into advanced theories, methodologies, and real-world applications, challenging participants to solve complex problems and develop specialized skills.


This course is ideal for advanced administrative users of Planview Portfolios who will be responsible for creating custom reports on behalf of their organization or business unit.


  • Two (2) half-day sessions in a virtual classroom, or one (1) full-day sessions in an onsite classroom. 
  • All instructor-led classes are delivered hands-on in a virtual training environment.


  • Overview of Ad-hoc Analysis
  • Data Sources: Column Set Models, Tabular Models, OData
  • Create Reports with Power BI
  • Deploy Power BI Reports
  • Ad-hoc Analysis with Excel: Download and Analyze Data


  • Intermediate level Planview platform knowledge required.
  • Participants should have a good understanding of different attribute types (alternate structures, fields, sub-total columns, and calculated columns) available in Portfolios
  • Participants should be experienced in maintaining alternate structures and creating and maintaining the report tiles
  • Participants should have some experience in report creation



Contact us for more information!