Advanced P6 Reporting in Excel

1
Advanced Primavera P6 Reporting in Excel Course Welcome
1m 25s

The Advanced P6 Reporting in Excel course is going to blow you away by showing you a simple way to create beautiful graphs of Primavera P6 data in Excel. Watch the trailer to find out the complete details.
2
Exporting P6 Data to Excel, Reshaping and Charting
9m 54s

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.
3
Understanding Excel Charting Options
3m 12s

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.
4
Graphing Workarounds for Excel 2010 or earlier
3m 41s

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!
5
Creating a Budgeted vs Actual Costs Histogram
9m 20s

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!
6
Tips & Tricks to Plotting Data in Excel
11m 01s

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.
7
Graphing Banana Curves
8m 47s

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.
8
Earned Value Histogram with S-Curves
10m 50s

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.
9
More Earned Value Graphs
9m 49s

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.
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Exporting P6 Data to Excel, Reshaping and Charting

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.

Advanced P6 Reporting in Excel Exporting P6 Data to Excel, Reshaping and Charting

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Welcome back! This is Trevor Watt. I hope you enjoyed the introduction video and we’re going to continue on here with Lesson 1. The sample project that I’m using in P6 is available below in xer format. Please download and import it into your system.

Where I’m going to start here is some of the issues that are inherent when you copy and paste data from P6 into Excel. So in the example I was showing Planned Budgeting Units over Time. And we’re- got that data from P6 is from the Resource Assignments Module. So as you can see in this module we have a Spreadsheet, essentially on the right and then columns on the left.

So when we select this data, and we copy and we paste it into Excel, it is not in the right format for creating Pivot Tables. It has data running horizontally and then data running vertically. So we need a tool that will convert this into standardized data. And I originally building my own macro to do this conversion but in my research I ran across an Excel add-in that is already developed and available.

This add-in is created by Tableau software. It is usually developed for their own program but good for us it also works for our situation so that the link to this page is available below. The actual link on their page for the tool itself is right here in the right hand side and the instructions how to install it is located below. ...

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