Master Power BI with Vista Viewpoint

Transform your construction data into real-time insights.
Join our 5-day, hands-on Power BI Bootcamp designed exclusively for Vista Viewpoint ERP users.

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Turn ERP Complexity into Clarity

Construction and project-based organizations rely heavily on data buried deep within their Vista Viewpoint ERP.
Our specialized Power BI training helps your team extract, model, and visualize this data with confidence — giving executives, project managers, and analysts the clarity they need to make smarter decisions.

Key Highlights

5-Day Bootcamp

Real ERP Data Practice

Small Group

Live Hands-On Sessions

Learn, Build, Deploy, In Just 5 Days

Our signature training program combines foundational knowledge with real-world application.
By the end of the week, participants build a Budget vs Actual Dashboard directly from live Vista Viewpoint data.

Comprehensive Curriculum Structure

Day 1: Foundation & ERP Data Connectivity

● Master the Power BI ecosystem including Desktop, Service, and Mobile applications.
● Understand how Power BI integrates within the broader Microsoft Power Platform.
● Learn to connect to diverse data sources including Excel, CSV, SQL Server, and most importantly, your Viewpoint database.
● We demystify the complexity of ERP systems with 1000+ tables, focusing on key modules: Job Cost, Contracts, AR, AP, Payroll, and Equipment.
● Participants learn when to use Import vs DirectQuery modes for optimal performance with large ERP datasets.

Day 2: Data Preparation & Modeling Excellence

● Transform raw ERP data into analysis-ready datasets using Power Query.
● Master essential techniques including data cleaning, field renaming, and proper data typing.
● Learn ERP-specific strategies like concatenating columns to create unique keys (Company + Job + Phase for job keys, Contract + Co for contract keys).
● Build star schema models with proper relationships between Budget, Actuals, Jobs, and Contracts tables.
● Create reusable date hierarchies and dimension tables that form the foundation of effective reporting.

Day 3: DAX Fundamentals for Financial Analysis

● Understand the critical distinction between calculated columns and measures.
● Master essential DAX functions tailored for construction financial reporting. Build key business measures including:
● Total Budget and Actuals calculations
● Variance analysis (absolute and percentage)
● Cost performance indicators
● Time intelligence for period-over-period comparisons
● Each measure is designed specifically for Vista Viewpoint’s data structure, ensuring accuracy and performance.

Day 4: Visualization Best Practices

● Design impactful Budget vs Actual dashboards using appropriate visualization types.
● Implement interactive elements including slicers for Job, Project Manager, Company, and Date dimensions.
● Create drill-through capabilities for detailed job-level analysis.
● Build executive-level KPI cards alongside detailed matrix reports for comprehensive financial visibility.
● Learn construction industry-specific visualization patterns that resonate with stakeholders.

Day 5: Deployment & Governance

● Publish dashboards to Power BI Service and configure workspace security.
● Establish sharing strategies via apps, Teams, and SharePoint integration.
● Introduction to row-level security concepts ensuring Project Managers see only their relevant jobs.
● Learn best practices for ongoing maintenance and performance monitoring of production dashboards.

Hands-On Learning Experience

Every concept is immediately applied to real scenarios using Vista Viewpoint data. By the end of the training, participants will have built a complete, working dashboard featuring:

Overall budget performance metrics

Job-level variance analysis

Project Manager comparisons

Interactive filters and drill-through reports

Automated data refresh from Vista

Program Details

Duration

5 consecutive days

Session Length

2 hours per day

Schedule

11 AM – 1 PM EST (flexible for global time zones)

Format

Live remote sessions with screen sharing

Class Size

Limited to 10 participants

Resources Provided

Documentation, recordings, and sample datasets

Reserve Your Seat

Post-Training Support

We continue to support your team after the training ends.

7 days of post-training email support

Access to recorded sessions

A library of pre-built construction report templates

Best practice documentation for Power BI + Vista Viewpoint reporting

Who Should Attend?

This training is ideal for professionals who work closely with construction or ERP data:

Financial Analysts and Controllers

Project Managers and Estimators

Business Analysts

IT Professionals and System Integrators

Learning Outcomes

By the end of the bootcamp, participants will confidently:

Connect Power BI with Vista Viewpoint ERP

Transform complex ERP data into business-ready models

Build dashboards for budget, cost, and variance analysis

Apply DAX for construction-specific metrics

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Empower Your Team with Data Confidence

Unlock the full potential of Power BI and Vista Viewpoint ERP.
Turn your construction data into clarity, insight, and results.

Get Started

Join the Bootcamp

Hands-On Learning Experience

Every concept is immediately applied to real scenarios using Vista Viewpoint data.
By the end of the training, participants will have built a complete, working dashboard featuring: