Product case study

From $29 one-time

EVM DASHBOARDداشبورد EVM

Earned Value reporting from a Primavera export, computed in Excel.

An Excel workbook that reads a P6 export and builds the whole Earned Value picture: SPI, CPI, EAC, VAC and TCPI, cumulative S-curves with the data date marked, and schedule and cost variance broken down by WBS. It runs on Power Query with no add-ins and no macros, and the schedule never leaves the machine.

Product snapshot
Platform
Microsoft Excel 2016+ / 365
Input
P6 activity export — CSV or XLSX
Output
Dashboard, S-curve, WBS variance
Licence
One-time purchase
The product question

Why does Earned Value reporting get rebuilt by hand every single month?

Getting EV out of P6 is clunky, so most planners end up with a private workbook of stacked lookups that only they can operate. It works until the month it does not: one dragged formula, one WBS node that moved, and the number in front of the steering committee is wrong. A report that has been wrong once gets checked forever after, which costs more time than the reporting did.

Key product decisions
01

A workbook, not a service

There is no account, no upload and no server to send a schedule to. That is usually the shortest route through a client’s IT review, and it is the same reason the P6 tools keep the analysis in the browser.

02

The arithmetic is shown, not hidden

Every KPI card carries its own derivation beside it — SPI 0.89 = 7,920 ÷ 8,880. A forecast nobody can audit does not get used, and EAC has more than one accepted definition, so the sheet states which one produced the number.

03

An S-curve needs a time axis the flat export does not have

A single activity export holds one figure per activity as of the data date; there is no time in it to plot against. The workbook takes a P6 resource spread or period snapshots when they exist, and falls back to spreading each activity’s budget across its own dates when they do not — and says on its face which of the three it used.

04

EV and AC stop at the data date

Only the plan continues past it. A curve where all three lines reach the right-hand edge is the most common mistake in EVM reporting: it makes an unfinished project look complete.

Current outcome

Current outcome

An audit-ready Excel workbook that computes SPI, CPI, EAC (using both 1/CPI and composite 0.8·CPI+0.2·SPI methods), VAC, and cumulative S-curves directly from P6 and MSP table exports. Built entirely with native Power Query — zero VBA macros, zero third-party add-ins.

My role

Formula architecture, Power Query M-code data pipeline, Earned Value model design, WBS variance rollup, and spreadsheet interface layout.

Next step

A one-time purchase unlocks the full unlocked .xlsx workbook and sample datasets. Custom column mappings or corporate PMO templates can be tailored upon request.

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