Advanced P6 Reporting in Excel> Exporting P6 Data to Excel, Reshaping and Charting
Exporting P6 Data to Excel, Reshaping and Charting
Duration: 9m 54s
Skill Level: Beginner
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.
This course will revolutionize how you graph Primavera P6 data! In our Advanced P6 Reporting in Excel course, you’ll learn very specific techniques for quickly exporting Primavera P6 Professional data to Excel, reformatting it and creating amazing-looking graphs and charts with only a few clicks! You’ll also learn to create specialized graphs that are only possible in Excel and not in Primavera P6 Professional natively. This course is a must for any planner who has any sort of reporting responsibilities. This course presents graphing methods in Excel 2013 primarily, but if you're using an earlier version of Excel, don't worry, we'll show you the workarounds.
Video: Exporting P6 Data to Excel, Reshaping and Charting
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 i...