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Planview Customer Success Center

Power BI and Excel for Ad-hoc Analysis in Enterprise One - Portfolio and Resource Management

Course Description

This course will teach students how organizations can perform dynamic analysis and create interactive reports on projects, resources, and financial data from Planview® Enterprise One - Portfolio and Resource Management (PRM) using Ad-hoc Analysis. Additionally, students will schedule time with their Training Consultant for one-on-one coaching after the classroom learning.

Course Information

Audience: Project Managers, Resource Managers, Data Stewards, Portfolio Managers, Program Managers, Product Owners, Finance Managers, Investment Owners, Analysts, PRM Administrators

Objective:  At the conclusion of this course, the participants will be able 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

Program level: Advanced (Level 3)

Delivery method: Open Enrollment

Length: 2 Half-day Segments Virtual + 1 Hour Coaching

Cost: $1350

Get Ready

Before the class:

 Participants should have some experience in report creation


Phone: 1-800-856-8600