#Excel power query tutorial pdf how to
#Excel power query tutorial pdf update

The resource names apply to both the Cum Budgeted row and the Budgeted row. The first transformation that you want to perform is in Column 1. The transformations that you will add are listed on the right-hand side of the screen. Now open Power Query and use the interface to shape the data into a format that you can use. Power Query will preview the CSV file and parse it into a table format. You will have to go to the folder that you exported the CSV file into from P6. The first step is to go to the Data tab in excel and click on the Get Data option.Д¬lick From Text/CSV.

The big advantage to this technique is that in the future, when you export the CSV file again, you can simply refresh the excel workbook and the data will be updated. The next step is to take the CSV file and convert it into a table format that can be analyzed using a Pivot Table or Pivot Chart. Part Two вЂ“ Importing a CSV File into Excel Using Power Query Set the location for the text file that P6 will export under Output file.Д¬lick Finish, and you now have a saved report that can be run against any project in Primavera P6. To select the format that the report will be exported in, select the ASCII Text File option and just use the default options that P6 uses.

On the Timescale option, set the Date Interval to Month.Д¬lick Run Report. Click on Time Interval Fields and select Cum Budgeted Units and Budgeted Units. The next screen allows you to set the data that you want to see in the time distributed report. Select and add Resource Name as the only column in the report. For this simple report example, we will only set the Columns option. The next screen allows you to set the Columns, Group and Sort, and Filters that you want applied to the report. Using the report generating wizard, make sure to click the Time Distribution Data check mark, then click the Activity Resource and Role Assignments item. This data will be in the same data format that you see when you click the resource assignment screen within Primavera P6.ДЄdd a new report to the Report section of Primavera P6. The first step is to set up the report generating option within Primavera P6 to generate a CSV file that contains the budgeted and budgeted cumulative hours spread over a month interval. Plan Academy has covered many ways to export P6 data to Excel, but this technique is a bit different.

#Excel power query tutorial pdf how to

How to format the data into a report that a project manager can easily understand.

How to use Power Query in Excel to format the CSV file into a format that can be used in a Pivot Table / Pivot Chart.

How to export the resource assignments out of Primavera P6 into a CSV file using the report generating function.

How do you export the data quickly and accurately to Excel every time you get project feedback?Д«efore you do this tutorial, please make sure that your version of Excel is more recent than 2014 and has a Data tab available in the ribbon at the top. You are expecting a lot of changes to the schedule and resource curves due to the project deadlines and resource constraints. This tutorial explains how to use Power Query for the following scenario: You have been asked to export the resource loading data from P6 into Excel to allow a project manager to investigate the resource usage of each work group over time. I have found this feature very valuable in giving the project team a better understanding of the project plan and creating more confidence my role as a project planner. The purpose of this tutorial is to show how the Primavera P6 report generating feature along with Power Query can allow you to quickly and accurately export complex data out of Primavera P6 and create understandable reports for other project members.

The reason this technique is so good for Primavera P6 users is that Primavera P6 is a database system and produces data that is formatted for Power Query. Power Query is designed to transform and shape data into a format that can be organized though a pivot table. Power Query came out as a plug-in for Excel 2014 and is now standard in all post 2014 excel products.

#Excel power query tutorial pdf update

I would update my project schedules in P6 and then spend hours getting all the reports ready.ДЄll this changed when I came across ExcelвЂ™s new data transformation tool Power Query. Around two years ago, I realized that although my role as a project planner was based on my skills in Primavera P6, I was spending a significant amount of my day doing repetitive work in Excel.