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Planview Customer Success Center

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


Course Description

Ad-hoc Analysis (Power BI, Excel and SSAS) training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that 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 one-day 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.

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 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


Planview Enterprise One Ad-hoc Analysis Training Class.pdf


This class is ideal for advanced administrative users of PRM 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 day


  • 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

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


  • Participants should have a good understanding of different attribute types (alternate structures, fields, sub-total columns, and calculated columns) available in PRM

  • Participants should be experienced in maintaining alternate structures and creating and maintaining the report tiles

  • Complete the Analytics and Reporting self-paced online course

  • Participants should have some experience in report creation



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

Register for Public Training classes here