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be_better's avatar
be_better
Frequent Visitor
1 year ago
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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] ...
  • v-karpurapud's avatar
    1 year ago

    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!