{"id":7892,"date":"2019-11-10t02:00:47","date_gmt":"2019-11-10t07:00:47","guid":{"rendered":"\/\/www.deco-dalles.com\/?p=226"},"modified":"2021-09-22t18:27:01","modified_gmt":"2021-09-22t22:27:01","slug":"primavera-p6-excel-export","status":"publish","type":"post","link":"\/\/www.deco-dalles.com\/primavera-p6-excel-export\/","title":{"rendered":"quickly export from primavera p6 to excel"},"content":{"rendered":"
faster is better. \u00a0that should be oracle primavera’s mantra. \u00a0well, in this case it is! exporting primavera p6 data<\/a> to excel could not be faster & easier with this quick tip.<\/p>\n getting primavera p6 activity data into excel is essential. excel’s data crunching, grouping, pivoting<\/a> and filtering is just so much easier to use than primavera p6’s. even generating s-curves<\/a> and graphs is better in excel than in primavera p6. so that’s why you need to know this quick tip for exporting from primavera p6 to excel.<\/p>\n when exporting data to excel from p6<\/a>, it can take a while to choose which columns to export and what filters to use. \u00a0here’s how to export your primavera p6 activities list in less in just a few clicks.<\/p>\n <\/p>\n here are the steps for a super-fast export from p6 to xls.<\/p>\n <\/p>\n go ahead and open your favourite primavera p6 layout<\/a> that has the appropriate columns and filters set already for your export.<\/p>\n <\/p>\n here we’re going to use our favourite layout – classic wbs layout.<\/p>\n <\/p>\n <\/p>\n <\/p>\n here’s the magic! not many people know this trick.<\/strong><\/p>\n right-click on any activity on-screen in p6. \u00a0choose “export to excel” from the right-click menu.<\/p>\n <\/p>\n choose the appropriate folder and save the excel file with your p6 data in it.<\/p>\n <\/p>\n find and open the .xls file.\u00a0 voila! primavera p6 data exported to excel with just few clicks!<\/p>\n <\/p>\n <\/p>\n <\/p>\n i’ve already told you how some filters are ignored when you export p6 data<\/a> to excel the using the file->export method.<\/p>\n but when you use this right-click export to excel tip, if you have a p6 filter on, then only those filtered activities will be exported to excel.<\/p>\n nice, right?<\/p>\n <\/p>\n this is one of those times where a shortcut can save you a significant amount of time<\/a>. using the file -> export<\/strong> avenue to export data to excel can take a some time and a lot of clicking to choose columns, filters and basically setup an reusable excel export template.<\/p>\n the right-click option is definitely faster.<\/p>\n however, if you need to export other primavera data, like relationships, expenses, resource assignments, etc., then you’ll have to use the file -> export<\/strong> command as the right-click command only exports the activities list.<\/p>\n for some reason, the right-click “export to excel” shortcut is only available from the activities screen.<\/p>\n and it’s only available on the right-click menu, not the edit menu…. so you’ll have to practice it a few times until it becomes habit.<\/p>\n <\/p>\nhow to quickly export from primavera p6 to excel<\/h2>\n
step 1 – open an activities layout<\/h3>\n
step 2 – use the “export to excel” right-click shortcut<\/h3>\n
step 3 – save the excel file<\/h3>\n
step 4 – open and edit<\/h3>\n
this shortcut works with p6 filters<\/h3>\n
conclusion<\/h3>\n
things for you to try<\/h2>\n
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what else you should know<\/h2>\n
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