Advanced P6 Reporting in Excel> Creating a Budgeted vs Actual Costs Histogram
Creating a Budgeted vs Actual Costs Histogram
Duration: 9m 20s
Skill Level: Beginner
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!
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:Creating a Budgeted vs Actual Costs Histogram
Hello, and welcome back! This is Trevor Watt. Today, we’re going to reproduce this chart which is Budgeted, Actual, and Remaining Cost by Date and Cumulative. And we’re also going to reproduce by Units.
So up until now we’ve been grabbing our data from the Resource Module, Resource Assignments Module, but what we’re going to do today is we’re going to grab the data from the Activity Usage Spreadsheet. And using this sheet actually is going to provide you a bunch more options that aren’t available in the Resource Only Spreadsheet. So as we did before, the first step what we’re going to do is remove our Group and Sort. So go into your Group and Sort settings, delete what’s there and apply. Let’s go in here and go to our columns. I’m going to do here is just remove everything under Activity Name, the stuff we don’t really need. And this collapses this back up. So now we’re on our Activity Spreadsheet we have a bunch more options available. We have Activity Codes, Activity Steps, Earned Value, Financial Period Value, and so far so you can add a bunch of different filters to your graph.
This example we’re going to keep it pretty simple though. I’m just going to select WBS Path and WBS Name, going to apply that. And then I’m going to go in here and touch Spreadsheet Field...