This is a unique class only offered as part of Connect!

CLASS OVERVIEW

This course will showcase examples of business-critical reports created with AdaptiveWork's powerful reporting capabilities. Using advanced features such as multi-object reporting, tab-based filters, and formulas, you will learn how to build your own reports to help with data analysis, performance insights, tracking KPIs, and more.

LEARNING OBJECTIVES

At the end of this course, you will be able to:

• Create reports with dynamic filters and visuals
• Build advanced reports using formula columns, time-phased data, and more
• Determine the correct object selection and order for the desired data results
• Design reports that scale for multiple users or teams

AUDIENCE

This class is ideal for users of AdaptiveWork who will be responsible for generating custom reports on behalf of their organization or business unit.

PREREQUISITES

Participants should have a good understanding of the different AdaptiveWork objects and available data.

Back by popular demand, this class highlights the most utilized topics from our top-rated public training class, presented in a single session. Available to attend only at Connect!

CLASS OVERVIEW

Highlights of Ad-hoc Analysis training for Planview Portfolios is an interactive class that teaches how organizations can perform dynamic analysis and create interactive Power BI reports on projects, resources, and financial data to meet the reporting needs of the organization.

This course provides an understanding 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.

LEARNING OBJECTIVES

At the end of this course, you will be able to:

• Understand Ad-hoc Analysis Concepts and Data Sources
• Create and Deploy Reports with Power BI

AUDIENCE

This class is ideal for advanced administrative users of Portfolios who will be responsible for creating custom Power BI reports on behalf of their organization or business unit.

PREREQUISITES

FastTrack Analytics for Planview Portfolios

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

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

Participants should have some experience in report creation.

This class is only available at Connect!

CLASS OVERVIEW

This is an intermediate level class focusing on the more detailed areas of PPM Pro reporting. Hands-on activities will provide you with the opportunity to create more complex reports with better data aligned to the needs of your team and organizational metrics.

LEARNING OBJECTIVES

At the end of this course, you will be able to:

• Create and understand the specialty reports in PPM Pro
• Create and use calculated fields in reports
• Understand more complex reporting options including the use of financial data and resource utilization metrics, as well as incorporate "drill downs" in reporting for more insight into your work
• Understand how filters can be used for more specific reporting options

AUDIENCE

For PPM Pro Report Creators

PREREQUISITES

Participants should have a good understanding of different report types and be experienced in creating and maintaining reports.