Advanced P6 Reporting in Excel

In this lesson we'll get you up and running fast with P6 data and Excel charts. You'll start by learning to how to install an Excel add-in to help with creating graphs quickly. Then we'll dive into the process of importing data from P6 into Excel and how to prepare it for charting. Lastly, you'll learn how to create simple Budgeted Units histogram.

Want to create some amazing P6 graphs but you're using Excel 2010 or earlier? Don't worry, here are the workarounds you need to make those pretty pictures and charts!

Learn how to manipulate and chart data using Excel's easy drag and drop interface. Practice creating different charts and learn how to create a graph of Total Budgeted Units by Role. You'll also learn how to easily create a Stacked Histogram by Role. Once you get the hang of Excel's charts, you may never go back.

Learn how to reproduce a common Primavera P6 graph from the Activity Usage Profile - the Budgeted, Actual, Remaining Histogram. Learn how to create this histogram to graph either Costs or Units. You'll also learn how to add cumulative trend lines just like in P6. It's like using the graphs in P6, only much better!

Cumulative graph lines don't originate at 0. Adding Data Tables below your graphs. How to plot FTEs or format the graph for total man-power. Making multiple charts from the same data. Working with calculated fields in Excel. Adding Chart Titles.

In Lesson 5, you'll learn how to quickly graph a banana curve consisting of Early Units, Late Units and Earned Value. To graph this type of curve, we'll show you how to first extract data from a P6 baseline. Then we'll take Earned Value data from your current project and pull it all together into a useful graph that looks like a banana.

We all know the Earned Value Management provides us with a realistic progress and performance analysis. In this lesson, you'll graph Earned Value data to create an essential Earned Value Histogram, complete with Actual, Planned and Estimate at Completion Curves.

In lesson 7, we'll take you through 2 more essential Earned Value graphs. First, you'll learn to chart Cost Performance Index vs Schedule Performance Index. And secondly, you'll look at charting Cost Variance vs Schedule Variance. These are graphs that are not possible in P6 alone but take advantage of Excel's calculated fields.