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Planview Customer Success Center

IdeaPlace Training: Reporting and Dashboards (Power BI)


Course Description

Reporting and Dashboards (Power BI) Training for Planview Spigit 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 one-day course provides an understanding of Spigit’s new 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 Spigit application.


Learning Objectives

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

  • Understand the types of reports available in Spigit
  • 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 


Planview Spigit Reporting and Dashboards Training Class.pdf


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

Proficient product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day


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


Class Duration: 1 Days On-site, or 2 Half-day Segments Virtual


  • Experienced in creating and maintaining challenges in Spigit

  • Participants should have some experience in report creation



*Pricing for the Public Training class is $1,000 per person. Classes are delivered in Austin and London. 

Register for Public Training classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.