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Analytics and Reporting

Analytics and 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 Portfolios 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 Portfolios 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 reports. Custom Reports with Reporting Services is used when exact layout and look and feel are important.

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Analytics and Reporting Tool Comparison Matrix

Click to view the Analytics and Reporting Tool Comparison Matrix in order to help determine which reporting tool best suits your organization's requirements. 

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? Analytics_&_Reporting_by_Role_Icon.png Reporting_Tools_&_Data_Sources_Icon.png Where does the data come from and how is it procured and visualized?

Planview Portfolios provides a number of different Data Sources and Reporting Tools .
Consumers of Planview Portfolios outputs, reports and analytics have different requirements relating to how they will access, consume and interact with data and information from Planview Portfolios. Determining_which_Analytics_&_Reporting_Tool_to_Use_Icon.png Catalog Image.png 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 FastTrack Analytics and Custom Reports from within Outlook, connecting to their Planview Portfolios 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 Planview Portfolios database. Customers using other business intelligence tools can use OData to securely access and report on data from their Planview Portfolios 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 Portfolios.


Self-paced courses on analytics and reporting are available in the Planview Training Academy and instructor-led training courses are available in the Planview Enterprise One training catalog.