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Planview Customer Success Center

Enterprise Architecture Training: Report Configuration (Power BI and SSRS)


Course Description

Report Configuration (Power BI and SSRS) training for Planview Enterprise One - Capability and Technology Management (CTM) is an immersive, interactive class that provides a comprehensive overview of the advanced reporting options available in CTM when using Microsoft Report Builder (SSRS) and Microsoft's Power BI.

This one-day course provides the skills needed to define outputs based on additional business requirements, create and deploy reports with Power BI and SSRS, and provide greater value to a wider audience. This will allow you to extend the business value of CTM based on advanced reporting outputs.

Additionally, students will schedule time with their Training Consultant for one-on-one coaching after the classroom learning.


Learning Objectives

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

  • Understand SSRS requirements and installation
  • Understand Power BI requirements and installation
  • Connect to data
  • Create simple reports
  • Upload reports to the server
  • Add reports to a tile
  • Review advanced reporting examples


Planview Enterprise One Report Configuration (Power BI and SSRS) Training Class.pdf


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

Expert product knowledge required. 


Program Level

Advanced (Level 3)

Very technical class with highly detailed topics.

1 days


  • Report Types
  • Creating SSRS Reports
  • Creating Power BI Reports
  • Publishing Reports

Class Duration: 2 Half-day Segments Virtual + 1 Hour Coaching




*Pricing for the Public Training class is $1,400 per person. 

Register for Public Training classes here