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Primavera P6 Export To Excel And Color WBS Levels Automatically || How To Color WBS Levels




In this tutorial, let us learn how to Color WBS levels after Primavera P6 Export To Excel.

After exporting activity table from Primavera P6 to Excel, it’s very hard to tell which activity belong to which WBS.

So in this tutorial, let us see how to color WBS levels automatically so we can have a report like in Primavera P6.

This is my sample schedule in primavera,

1. I press Ctrl+A to select entire data and copy the data and then go to Excel sheet and paste it.

2. Add a column left to Activity Id i.e column A and name it as WBS level to show the WBS level for each activity.

3. enter the formula in Cell A2 as = =((FIND(TRIM(B2),B2))-1)/2

4. Hit enter and then apply the same formula to all the cells in column A to see WBS level for each activity.

5. See now, you can view the WBS level for each activity this way easily in Excel after exporting the Primavera P6 Schedule.

And Now let us color the WBS levels.

1. Select the entire Data range.

2. Go to Conditional Formatting and click on New Rule

3. Select Use a formula to determine which cells to format option

4. Type the formula as =and($A1=0,$C1="") (keep the dollar symbol on left side to both the cells). we are adding the Cell C1 reference so as to avoid coloring of the activity level, though the WBS level is being reflected for activities.

5. Select a color for WBS Level 0 Say blue color. Click OK. Click OK again.

6. Now, all those WBS Levels 0 will have the Blue color.

7. Similarly create rules for other WBS Level: 1, 2, 3, 4, 5.....

In this way, finally, you will be generating a colorful report alike Primavera P6 Schedule.

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Comments

  1. Very nice blog and articles. I am realy very happy to visit your blog. Now I am found which I actually want. I check your blog everyday and try to learn something from your blog. Thank you and waiting for your new post.pmp certification in malaysia

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  2. Cordial saludo. He intentado insertar en excel la formula expuesta en el punto 3 "((FIND (TRIM (B2), B2)) - 1) / 2" sin las comillas dobles claro. Me retorna un error de #¡VALOR!...uso Excel en español, por lo tanto las funciones son "((ENCONTRAR(ESPACIOS (B2); B2)) - 1) / 2".

    Que puede estar ocurriendo?

    ReplyDelete
  3. Comentario adicional a mi consulta anterior, separe la formula para estudiarla quedando de la siguiente manera:

    =+ENCONTRAR(" ";B2) (Español)
    =+FIND(" ";B2) (Inglés)

    Tomando un cronograma de ejemplo que trae primavera p6 tomo la primera línea la cual es "EC00515 City Center Office Building Addition" sin las comillas dobles. Contando manualmente son 6 espacios, pero Excel en la formula retorna 8, al cual de acuerdo al resto de tu formula se le resta 1, quedando en 7 y se divide entre 2, lo cual arroja como resultado 3,5. Es esto correcto?...Por qué excel arroja 8 espacios cuando son 6?

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