Microsoft Excel stays the go-to possibility for a lot of companies to carry out knowledge calculations and create charts primarily based on the outcomes.
The Gantt chart is a helpful information that isn’t naturally accessible in Excel. Nice for venture administration and milestone monitoring, Gantt charts may help firms higher visualize operations and streamline present processes.
On this piece, we’ll dive into the fundamentals of Gantt charts and discover their advantages, then present a step-by-step information to creating them in Excel, together with some helpful examples. Earlier than lengthy, you’ll be capable to use Excel like a professional.
The Advantages of Gantt Charts
Methods to Create Gantt Charts in Excel
What are Gantt charts?
On the left-hand facet, the Y-axis of the chart lists particular actions. On the prime, the X-axis of the chart exhibits time.
There’s no mounted unit for time — it could possibly be measured in weeks, days, hours, or minutes, relying on the duties you’re monitoring. In Excel, every process will get its personal row.
As you possibly can see within the instance above from Microsoft, process 1 begins at time unit 0 and runs till simply earlier than process 2, which proceeds till process 3 begins.
It’s value noting that duties can overlap — the aim of the Gantt chart isn’t to find out the order of duties however to offer a straightforward approach to see what’s occurring, when, and what number of processes are occurring directly.
The Advantages of Gantt Charts
Gantt charts supply a number of advantages, together with the next.
At-a-Look Mission Development
Gantt charts allow you to see when initiatives started, how far alongside they’re, in the event that they’re reached particular milestones, and in the event that they overlap with different initiatives.
This makes it doable to higher perceive how lengthy processes will take and if concurrent processes could trigger friction.
Actionable Perception
These charts additionally present actionable perception for venture administration employees. As a result of groups can see venture begin dates and timelines at-a-glance, they’ll pinpoint potential bottlenecks and make modifications.
In follow, groups would possibly uncover that three processes are because of begin on the identical day. By staggering begin dates barely, they’ll keep away from doable efficiency points.
Improved Time Administration
Take into account a Gantt chart exhibiting a number of duties with the identical begin date and crew chargeable for them. If left alone, this venture framework might waste time, as one crew is overworked, and others could not have sufficient on their plate.
A greater understanding of what’s occurring, when, and why may help firms enhance their time administration.
Diminished Threat of Useful resource Overload
Initiatives share a pool of finite assets. The extra initiatives occurring concurrently, the larger the useful resource drain and the higher the danger of useful resource overload.
Gantt charts supply a approach to examine course of useful resource wants and make changes that assist maintain initiatives on observe.
Whereas each Gantt chart differs, frequent options embody process, taskbars, and milestones due dates. Charts can also embody sub-task bars or use bar shading to point how far a process has progressed.
Methods to Create Gantt Charts in Excel
Regardless of their usefulness and ubiquity, Gantt charts don’t have a built-in template in Excel. In consequence, customers must both obtain a pre-built Gantt chart or construct their very own.
Right here’s a step-by-step information to making a Gantt chart in Excel.
1. Enter your venture knowledge.
Step one in making a Gantt chart is coming into venture knowledge right into a typical Excel spreadsheet. In our instance, we’ll enter three knowledge columns: Job Title, Begin on Day, and Period. The end result ought to look one thing like this.
2. Make a stacked bar chart.
Subsequent, we’re going to create a stacked bar chart. To do that, choose the information within the Begin on Day column (with the header). Then, beneath “Insert,” choose “Bar Chart”, then “2-D Bar”, then “Stacked Bar” to get this.
3. Enter your length knowledge.
To enter length knowledge:
- Begin by right-clicking on the chart.
- Select “Choose Knowledge.” This can open a “Choose knowledge supply” window containing the “Begin on Day” collection.
- Click on the “Add” Button beneath “Legend entries (collection),” then title your new collection Period.
Now, click on the icon subsequent to the place it says “Sequence values,” which is able to open a brand new “Edit collection” window.
Choose the information out of your Period column (with out the header) and your Begin On Day column, then click on OK to shut the window, and click on OK once more so as to add the collection to your chart.
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4. Add your process descriptions.
Now we’re going so as to add process descriptions. This begins the identical approach because the final step: Proper-click in your chart to open the “Choose knowledge supply” window, then choose “Begin On Day” within the left-hand “Sequence” record.
Subsequent, choose “Edit” on the suitable “Class” record. This can open an “Axis labels” window. Choose the cells in your Job column, then click on OK on the “Axis labels” window, then OK on the “Choose knowledge supply” window.
4. Repair the Order
Lastly, we’re going to repair the order of our duties. To do that, right-click on the record of Duties on the left facet of the chart to open a menu, then click on “Format Axis.” From this menu, beneath “Axis Place,” test the “classes in reverse order” field.
And there you have got it — a custom-built Gantt chart in Excel.
Gantt Chart Examples
Should you desire to obtain an present template, there are a number of Gantt choices within the Microsoft chart templates database. Some nice Gantt examples embody:
Date Monitoring Gantt Chart
This Knowledge Monitoring Gantt chart template is totally customizable with your individual pictures, titles, and textual content. It gives a straightforward approach to observe key duties with out having to construct your Gantt chart from the bottom up.
What we like: This Gantt chart is straightforward and streamlined. It has loads of room for duties, begin dates, and durations that can assist you higher handle duties.
Easy Gantt ChartThis Easy Gantt chart is precisely that: Easy and straightforward to grasp. It can be tailor-made to completely different person teams, comparable to staff, managers, and stakeholders. You may embody images, graphics, or new fonts.
What we like: Along with primary process info, this chart additionally provides the flexibility to interrupt initiatives down by phases (denoted by the different-colored sections) and who’s chargeable for every process.
Agile Gantt Chart
This Agile Gantt chart instance supplies color-code process classes and visible reminders to assist Agile groups meet deadlines.
Given the continuing suggestions loop that underpins Agile methodology, Gantt charts comparable to this are instrumental in process monitoring.
What we like: The colour-coded bars present rapid visible suggestions, whereas the flexibility to shortly publish and share this chart in Excel helps enhance crew collaboration.
Going the Distance with Gantt
Gantt charts are a good way to trace venture schedules and see at-a-glance the place overlaps happen and the place it might be essential to make schedule modifications.
Whereas Microsoft Excel doesn’t include a built-in Gantt generator, you possibly can go the gap with Gantt charts by constructing your individual from scratch with our step-by-step information or downloading an Excel template that allows you to customise knowledge and headings on demand.