Forum Discussion
P6 Schedule into PowerBI
I have a project where we are required to injest P6 XER or XML file into PowerBI for reporting
the XER files provide us with almost all the data we need,
but we are missing [Baseline Start Date] & [Baseline End Date]
I cannot find this anywhere in XER or XML, and we would like to avoid csv/excel exports
Where can I naviagte in the XER/XML to find the baseline dates?
Hi be_better
Thank you for reaching out to the Microsoft Fabric Community Forum.
In Primavera P6, when working with XER or XML files, the Baseline Start Date and Baseline End Date are not stored directly in the same tables or elements that hold current project activity dates.
Instead, baseline data in an XER file is stored separately in the PROJWBS, PROJECT, TASK, and most importantly, the TASK and TASKBL (Task Baseline) tables.
This is why you're unable to find these values in your current ingestion into Power BI.
Use XML files to extract Baseline Start Date and Baseline End Date from Primavera P6 XER or XML files for Power BI reporting.
In Power BI, use Get Data > XML to load the file, then in Power Query, navigate to <Project> > <Baseline> > <BaselineProject> > <Task>, filter by <BaselineName> (e.g., Primary Baseline), select <TaskID>, <PlannedStartDate>, and <PlannedFinishDate>, and finally merge this with the live project’s <Task> table on <TaskID> to bring in the baseline dates.
This approach ensures baseline dates are accurately linked to their corresponding tasks without requiring Excel/CSV exports.
If this response resolves your query, please mark it as the Accepted Solution to assist other community members. A Kudos is also appreciated if you found the response helpful.
Additionally, Thank you andrewsommer for responding on this topic.Thank you!
5 Replies
I’m not an expert on Primavera but I’ve found this channel useful before. If you can’t find a video that answers your question I would suggest reaching out to her
Please mark this post as solution if it helps you. Appreciate Kudos.
Hi be_better
Thank you for reaching out to the Microsoft Fabric Community Forum.
In Primavera P6, when working with XER or XML files, the Baseline Start Date and Baseline End Date are not stored directly in the same tables or elements that hold current project activity dates.
Instead, baseline data in an XER file is stored separately in the PROJWBS, PROJECT, TASK, and most importantly, the TASK and TASKBL (Task Baseline) tables.
This is why you're unable to find these values in your current ingestion into Power BI.
Use XML files to extract Baseline Start Date and Baseline End Date from Primavera P6 XER or XML files for Power BI reporting.
In Power BI, use Get Data > XML to load the file, then in Power Query, navigate to <Project> > <Baseline> > <BaselineProject> > <Task>, filter by <BaselineName> (e.g., Primary Baseline), select <TaskID>, <PlannedStartDate>, and <PlannedFinishDate>, and finally merge this with the live project’s <Task> table on <TaskID> to bring in the baseline dates.
This approach ensures baseline dates are accurately linked to their corresponding tasks without requiring Excel/CSV exports.
If this response resolves your query, please mark it as the Accepted Solution to assist other community members. A Kudos is also appreciated if you found the response helpful.
Additionally, Thank you andrewsommer for responding on this topic.Thank you!
Hi be_better
May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.
Thank you.
Hi be_better
We have not received a response from you regarding the query and were following up to check if you have found a resolution from the information provided below. If you find the response helpful, please mark it as the accepted solution and provide kudos, as this will help other members with similar queries.
Thank You!Hi be_better
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.
