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Analytics and Reporting

Analytics and Reporting
This course provides general information on working with reports and report tiles. Administrators can create and share custom and customizable chart or table report tiles that will display on the ribbons for Work, Strategies, Outcomes, and Requests entities. These reports can be configured to open within the Planview Enterprise main window or open in a new window. All users can view and change settings on these reports.

4 Courses

intermediate

  • Reports
    This course provides general information on reports and report tiles, as well as information on some of the more commonly used reports. For more on the use of the Active Lifecycle Steps tile, see the Work Lifecycles class in the Government and Lifecycles course.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Analytics_and_Reporting/Reports

    Reports and Report Tiles
    Information on managing tiles in general and on working with specific report tiles.
    Pages: 3
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  • Power BI
    In this course, you will learn how to set up the connection to use Microsoft Power BI with Planview Enterprise, use Power BI dashboards, and create and modify Power BI tiles. This course covers the Analytics and Reporting capability.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Analytics_and_Reporting/Power_BI

    Power BI Column Set Pull
    Creating interactive analytics on Power BI Desktop by generating datasets using a combination of a Planview Enterprise column set and portfolio.
    Pages: 1
    • Column Set Pull
      Introduces column set pull data sources, which allows users to create interactive analytics in Power BI Desktop by generating datasets using a combination of a Planview Enterprise One column set and portfolio.
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  • Ad-Hoc Analysis (Insight Analytics)
    From this course, you will learn to use the Excel Add-In to connect to the Ad-hoc Analysis cube and create and maintain custom reports using the ad-hoc analysis tool. This course falls under the Analytics and Reporting capability.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Analytics_and_Reporting/Ad-Hoc_Analysis_(Insight_Analytics)

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  • Business Capabilities
    Information on configuring Planview Enterprise for Business Capabilities. For administrators.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Analytics_and_Reporting/Business_Capabilities

    Start Course