As part of the extensive training offerings from Planview, we are pleased to offer a unique learning opportunity focused on using Microsoft® SQL Server Reporting Services (SSRS) and Report Builder with Planview® Enterprise One - Portfolio and Resource Management (PRM) data and report tiles. This training will provide information and guidance to aid report designers and query designers to successfully create reporting content designed to be displayed on the report tiles within the Enterprise One PRM application. The web-based training content is divided between report development and understanding of the database core tables and schema. Additionally, students will schedule up to 2 hours with an SME from our Global Reporting Services team for one-on-one coaching. These coaching sessions are delivered 30-minutes increments. Coaching hours are designed for assistance in report development after the student has successfully completed the web-based learning. They will be creating reports and queries in their own environment, at their own pace, alongside the reporting SME.
A unique approach to learning, Planview’s Blended Training combines the benefits of working alongside a Planview-certified subject matter expert (SME) with the ease of web-based learning modules providing advanced users more targeted outcomes. Exclusive and focused, self-paced learning modules walk you through the core concepts and can be revisited as often as needed. In addition, a set number of hours are included for one-on-one mentoring with a Planview reporting expert. These coaching hours are used incrementally over a set period of time, allowing you the ability to hone and refine the specific skills required for successful report development.
Audience: Report Builders, Analysts, PRM Administrators
Objectives: After this course, the participants will be able to
- Have a strong foundation of the core tables in Enterprise One PRM
- Understand the Enterprise One PRM core tables, and how to retrieve information for report development
- Understand how to extract other types of relevant data
- Apply Enterprise One PRM data to defined reports to run successfully in report tiles
- Automatically filter the results based on the current entity or portfolio selected by the user
- This course does not teach how to use the Report Builder tool
- This course does not teach how to create queries
Program level: Master (Level 4)
Delivery method: Blended Training
Length: 2 Hours e-Learning Modules + 2 Hours Coaching
This training package includes deep and technical e-learning videos. There are over 40 separate videos on a series of topics detailed below. The videos are broken into two primary categories, report development and Planview Enterprise database tables.
Before the class:
Have existing knowledge or experience in developing reports in SSRS Report Builder or another reporting tool. This course does not teach users how to use the Report Builder tool, it teaches how to apply Planview Enterprise One - Portfolio and Resource Management data to your reports so that it can run successfully in report tiles.
Students should have experience writing SQL statements in a relational database environment (SQL Server, Oracle, MySQL, etc.)
Understanding of the type of information managed by Planview Enterprise One
The coaching is delivered using WebEx for audio communication and to facilitate screen sharing from the SME. Audio connection is available through VoIP or phone dial in. Please be sure to test/install the WebEx application from the calendar invite prior to the start of the class.