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P6-Reporter - Progress Summary Reports in Tableau

How are you reporting summary progress information on your project? For example, how are you tracking and reporting inspections? Does your team have access to Valve, Exchanger or Piping Summaries in their project reporting dashboards? Provide your team access to easy to digest status reports on progress specifics on your project that are updated using automated snapshots in P6-Reporter (previously EP-datawarehouse). The added information availability is not an extra task that your team needs to spend time on. Once the regular updates to your schedule are completed/reviewed/analyzed, a snapshot of the project is taken. The snapshot process can be automated or you can do it manually if you prefer. The snapshot provides the current information to P6-Reporter dashboard reports. The information the dashboard user views are the latest available from the snapshots. Have regular snapshots of your projects to feed dashboard reports which work to streamline the reporting process. This ensures all team members have access to the most current information with no printing and/or emailing of the reports required for distribution. Previous snapshots are available for easy access if required in P6-Reporter self-serve dashboards; just change the Report date in the drop down menu. Below are some examples of Summary reports displayed in Tableau. Similar reports can be displayed using ODV and Power BI as well.


With P6-Reporter, you can easily view the overall progress and also quickly pick up on areas where there is an issue you need to address. You can tell at a glance if there is missing progress, investigate and address it.

Below are some additional summary report examples. All easily summarize progress for exchanger and piping work as well as relief valves and control valves. In all cases you can easily digest the progress completed, and the reports are very visual indicators of where there may be issues that you need to address immediately.



Exchanger Data Summary/Piping Summary


Relief Valve/Control Valve

Self-serve dashboards provide quick, current, and easy to digest project information while streamlining the reporting process on your project.
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About the Author

Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

Mary Lynn spent many years filling a variety of project controls duties such as planning, scheduling, analyzing, training and continuous improvement in the Aerospace Industry. Since joining Emerald in 2008, she has been a tremendous asset to the Emerald team. She has worked as a lead scheduler for turnarounds, led sessions for review and troubleshooting of scheduling and reporting, created and given custom training courses for clients, and is a sought after Primavera P6 trainer.

Mary Lynn enjoys some very diverse spare time activities. Along with a variety of outdoor activities such as gardening, she also enjoys making life size lawn ornaments for special holidays like Christmas. Mary Lynn is known for her participation in the community as well. You may have seen her walking in fundraisers in Edmonton and Calgary for the Cancer Society.

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