Primavera P6 & Excel Integration with Power BI Dashboard

This module explains how to connect Excel files to Power BI for dynamic reporting and visualization.

This module explains how to connect Primavera P6 project data directly to Power BI for real-time reporting and dashboard development. Learners will understand database connection methods, data import options, and how to structure activities, resources, and cost data within Power BI.

This module explains how to create an S-Curve in both Excel and Power BI using planned and actual cumulative progress data. In Excel, learners will prepare cumulative values using formulas and generate line charts for comparison. In Power BI, they will build measures and create interactive visuals that automatically update with filters and project data changes, enabling dynamic performance tracking for infrastructure projects.

Power Query is a data preparation and transformation tool used in Power BI and Excel to clean, shape, and organize raw data before analysis. It works on the concept of Extract, Transform, and Load (ETL), where data is imported from sources such as Primavera or Excel, transformed through applied steps, and then loaded into the data model.

Power Query allows filtering rows, removing errors, changing data types, merging tables, creating calculated columns, and structuring datasets. Each transformation step is recorded, making the process automatic and repeatable whenever new data is refreshed. This ensures consistent, accurate, and structured data for building reliable dashboards and project performance reports.

This module explains essential data cleaning functions in Power Query Editor. Learners will understand how to split columns based on delimiters (such as date, WBS, or activity codes), replace incorrect or repeated values, and handle errors to ensure clean datasets. The session also covers changing data types (text, number, date) for accurate calculations and reporting. Additionally, participants will learn about Applied Steps, which automatically record each transformation, making the process repeatable and refreshable for consistent project data analysis.

This module explains advanced data transformation techniques in Power Query Editor. Learners will understand how to Append Queries to combine multiple datasets (such as monthly progress files) into one table, and Merge Queries to join related tables like activities and resources using common fields.

The session also covers Group By Column to summarize data (for example, total progress or cost by WBS) and Custom Column creation to perform calculated logic using formulas. These tools help structure Primavera and Excel data effectively before building dashboards in Power BI.

This module explains how to use the Unpivot Column feature in Power Query to transform wide-format data into a structured, analysis-ready format. Learners will understand how to convert multiple date or period columns (such as monthly progress or cost data) into two columns—Attribute and Value—making the data suitable for dashboards and time-based analysis.

Unpivoting is especially useful when preparing Primavera or Excel progress data for S-Curves, trend analysis, and dynamic reporting in Power BI. It ensures proper data modeling and improves visualization flexibility.

This module introduces the concept of data visualization in Power BI and its importance in project performance monitoring. Learners will understand how raw project data is transformed into meaningful visuals such as charts, tables, KPIs, and dashboards. The session explains different types of visuals, when to use them, and how visualization supports better decision-making. By the end, participants will understand how effective visuals help communicate progress, cost, and schedule performance clearly in infrastructure projects.

This module explains how to use stacked bar and stacked column charts in Power BI to compare multiple data categories within a single visual. Learners will understand how to display planned vs actual progress, cost distribution by WBS, or resource allocation across activities. The session covers when to use bar (horizontal comparison) and column (vertical comparison) charts, and how stacking helps visualize contribution of different components to the total project performance.

This module explains how to use Line and Bar charts in Power BI for effective project reporting. Learners will understand how line charts are used to show trends over time, such as cumulative progress or cost growth, while bar charts are used to compare values across categories like WBS, activities, or resources. The session focuses on selecting the right visual to clearly present schedule performance and progress comparison in infrastructure projects.

This module explains how to use Card and Gauge visuals in Power BI to display key performance indicators clearly. Learners will understand how Card visuals highlight single values such as total progress %, SPI, CPI, or total cost. The Gauge visual is used to compare actual performance against targets or benchmarks, such as planned vs achieved progress. These visuals help management quickly assess project health and performance in infrastructure projects.

This module explains how to use different Power BI visuals for effective project reporting. Learners will understand how Tree Maps display hierarchical data like cost or progress distribution by WBS, and how Pie Charts show percentage contribution of categories such as work type or status. The session also covers Table visuals for detailed activity-level data and Matrix visuals for structured, multi-level reporting with totals and subtotals. These visuals help present infrastructure project data clearly and professionally.

This module explains how to create and use a Gantt Chart in Power BI for schedule visualization. Learners will understand how to display activities against time, identify start and finish dates, track progress, and highlight delays. The session focuses on visualizing project timelines, comparing planned vs actual schedules, and monitoring critical activities to support effective decision-making in infrastructure projects.

This module explains how to use the Slicer visual in Power BI to filter and interact with project data dynamically. Learners will understand how to apply slicers based on WBS, activity codes, date ranges, project status, or resource categories. The session focuses on enabling users to quickly analyze specific segments of the project, making dashboards more interactive and user-friendly for infrastructure performance monitoring.

This module explains the difference between creating a Calculated Column and a New Measure in Power BI. Learners will understand that a Calculated Column is used to create row-level data based on formulas, such as deriving activity status or month from a date. A New Measure is used for dynamic calculations like total progress, SPI, CPI, or cumulative values that change based on filters and slicers. The session focuses on when to use each for accurate and efficient project performance reporting.

This module explains the essential Primavera P6 data requirements needed to build an effective Power BI dashboard. Learners will understand the importance of a properly structured WBS, activity codes, baseline data, start and finish dates, progress %, resource and cost loading.

This module explains the importance of Activity Codes in Primavera P6 for structured reporting and dashboard creation in Power BI. Learners will understand how to create and assign activity codes such as location, structure type, discipline, or work category to classify activities effectively. Proper use of activity codes enables filtering, grouping, and performance comparison in Power BI dashboards, allowing clear visualization of progress, cost, and productivity across different project segments in infrastructure projects.

This module explains how to create and use additional activity codes in Primavera P6 to enhance reporting and dashboard flexibility. Learners will understand how extra classifications such as zone, contractor, construction stage, priority, or delay reason can improve data segmentation. Properly structured additional activity codes allow more detailed filtering, comparison, and analysis in Power BI dashboards, enabling deeper insights into progress tracking and performance monitoring in infrastructure projects.

This module explains how to assign resources to activities in Primavera P6 for accurate tracking and dashboard reporting. Learners will understand how to allocate labor, equipment, and material resources, define units and costs, and update actual quantities during execution. Proper resource assignment ensures reliable data for productivity analysis, cost tracking, resource histograms, and performance dashboards in Power BI for infrastructure projects.

This module explains how to create a structured resource table by exporting data from Primavera P6 to Excel for preparing Physical and Cost S-Curves. Learners will understand how to extract budgeted units, actual units, planned cost, actual cost, and time-distributed data. The session focuses on organizing the dataset by activity, resource, and time period to calculate cumulative planned vs actual values, enabling accurate Physical progress and Cost S-Curve preparation for infrastructure project reporting.

This module explains how to export summary-level data from Primavera P6 to Excel. Learners will understand how to group activities by WBS or activity codes, display total planned, actual, and remaining values, and export the summarized view to Excel. The focus is on creating clean, high-level data suitable for progress reporting, S-curves, and management dashboards.

This module explains how to export the Task (Activity) table from Primavera P6 to Excel. Learners will understand how to select required columns such as Activity ID, Activity Name, WBS, Start and Finish dates, Duration, % Complete, and Resource/Cost fields. The session focuses on creating a clean activity-level dataset in Excel for detailed analysis, filtering, and preparation of reports or dashboards for infrastructure project monitoring.

This module explains how to export and structure resource data from Primavera P6 into Excel specifically for quantity-based tracking such as concrete volume, reinforcement weight, and labour hours. Learners will understand how to extract budgeted and actual units, organize the data by activity and resource type, and prepare summary tables. The focus is on creating a clean dataset for productivity analysis, quantity tracking, and preparation of Physical S-Curves and performance reports for infrastructure projects.

This module explains how to export Activity Codes from Primavera P6 into Excel for reporting and dashboard integration. Learners will understand how to include activity code columns (such as location, discipline, structure type, or contractor) in the activity layout before exporting. The focus is on creating a structured Excel dataset where activity codes are properly aligned with Activity ID, enabling easy connection and relationship building in Power BI for filtered and segmented project analysis.

This module explains how to clean and prepare live project data in Power Query Editor before building dashboards. Learners will understand how to remove unnecessary columns, handle blank or error values, correct data types (date, number, text), standardize activity codes, and eliminate duplicate records. The focus is on creating a structured, accurate, and reliable dataset from Primavera and Excel exports to ensure correct calculations, S-curves, and performance analysis in Power BI for infrastructure projects.

This module explains how to export Resource Assignment data from Primavera P6 to Excel. Learners will understand how to extract resource names, activity IDs, budgeted units, actual units, remaining units, and cost details. The focus is on preparing a structured dataset for productivity analysis, resource tracking, cost monitoring, and integration with Power BI dashboards for infrastructure project reporting.

This module explains how to create relationships between multiple tables in Power BI to build a proper data model. Learners will understand how to connect tables using common fields such as Activity ID, WBS, Resource ID, or Date. The session covers one-to-many relationships, primary and foreign keys, and how relationships control data filtering across visuals. A correct table relationship ensures accurate calculations, S-curves, and performance dashboards when working with Primavera and Excel data in infrastructure projects.

This module explains how to create a new project file in Power BI Desktop and set up a professional dashboard layout. Learners will understand how to create and save a Power BI (.pbix) file, configure report pages, and insert a company or project logo for branding. The session focuses on maintaining a clean report structure, consistent formatting, and organized pages to develop professional infrastructure project dashboards suitable for management presentations.

This module explains how to create a KPI Dashboard in Power BI to monitor key project performance indicators. Learners will understand how to design visuals that display metrics such as Planned vs Actual Progress, SPI, CPI, Total Cost, Earned Value, and Milestone Status. The session focuses on using cards, gauges, trend lines, and conditional formatting to clearly highlight project health. The KPI dashboard helps management quickly assess schedule, cost, and performance status in infrastructure projects through interactive and data-driven insights.

This module explains how to compare planned progress with actual progress in a project. Learners will understand how to track baseline targets against achieved values, identify delays or gaps, and monitor overall schedule performance. The focus is on presenting clear comparisons using simple charts and indicators to understand whether the project is on track or behind schedule.

This module explains how to create section-wise quantity KPIs in Power BI to compare planned and actual quantities for different project sections such as zones, stretches, or structures

This module explains how to create and display an S-Curve in a Power BI dashboard to compare Planned vs Actual cumulative progress. Learners will understand how to use time-based data to build cumulative measures and visualize trends through line charts. The session focuses on identifying schedule variance, performance gaps, and overall project progress. The S-Curve dashboard helps management clearly monitor whether the infrastructure project is progressing as per baseline or facing delays.

This module explains how to create Resource and Labour Histograms in Power BI to analyze resource distribution over time. Learners will understand how to display planned and actual resource units (such as concrete, reinforcement, equipment, and labour hours) across weeks or months.

The Resource Histogram helps visualize overall resource demand trends, while the Labour Histogram focuses specifically on manpower allocation and utilization. These visuals support resource planning, workload balancing, and identifying peak demand periods in infrastructure projects.

This module focuses on tracking key structural components of an elevated infrastructure project such as Pile, Pile Cap, Pier, and Pier Cap. Learners will understand how to structure these elements in Primavera using WBS and activity codes for proper monitoring.

The session covers quantity tracking, progress measurement, and section-wise performance analysis for each structural stage. It also explains how to prepare dashboards in Power BI to monitor execution status, planned vs actual quantities, and construction sequencing for these major viaduct components.

This module explains how to create and use a Gantt Chart to visualize project schedules.

This module presents the complete and professionally structured Power BI dashboard developed throughout the course. Learners will see the integrated view of KPI cards, Planned vs Actual progress, S-Curve, Gantt Chart, quantity tracking, and section-wise performance visuals.

The focus is on layout design, alignment, color consistency, logo placement, and user-friendly navigation. By the end, participants will understand how to present a clean, interactive, and management-ready infrastructure project dashboard suitable for review meetings and decision-making.