Excel Tips Submitted by You [Part 1]

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This week we are celebrating Your Week @ PHD. That means you get to read the excel tips shared by other readers of this blog.

Unhide all the sheets using simple macro by Kat

My single favourite simple macro ever – to fill in the gap that Excel leaves. Unhiding -all- hidden tabs in a workbook at once. I install it in the personal.xls workbook, and save myself hours of clicking.

Sub Unhide_All_Sheets()
 Dim wsSheet As Worksheet 

 For Each wsSheet In ActiveWorkbook.Worksheets 

 wsSheet.Visible = xlSheetVisible 

 Next wsSheet
End Sub

A KPI Dashboard using VBA and Charts by David

After learning a whole lot over the past few months from this site and others (so many I can’t even remember right now – but I will make a list soon of where I found things), I constructed a KPI spreadsheet (see link below).  This spreadsheet allows our institution to create standardized KPI reports for university consumption.

I attempted to keep the colors muted even though I chose school colors (from the publishing guide) for the actual graph.

Features

The chart is dynamically configured in numerous ways.  The user can control the title (via cell entry on left), color of bars (via color of data labels), number format (via number format of the first data cell), and the display and printing of the trend line.  The KPI name comes from the sheet, and the vertical axis is determined based on the data (I find the maximum value and divide by 4).

To-dos

I would like the user to be able to enter new descriptive items via a form with the option to include variables (KPI_Name, KPI_Category, etc.).  I would like the user to be able to include more than one chart on a page (some KPIs actually need to track parts of the whole).

I am sure there are more features I will think of as time goes on but I wanted to let others see this and hopefully be able to incorporate it into their/your own work.  The file is available here: http://dl.getdropbox.com/u/749941/KPIs_PHD.xlsm.  Hopefully I will be starting a blog soon to talk more about what we are doing here with excel and other products.

Using Find Dialog to Solve a Tricky Problem by Christy Lee

Introduction:

On a project I recently worked, we crunched several hundred (about 400) rows of data. The creator of the original document did not have any way to foresee the life this project would take on! So…there was only one field for ‘Name’ which contained the names of the team members for the corresponding step of the overall project.

Challenge:

As the project progressed, an individual may be added to multiple task teams. So, your name might be one of three in four records, one of ten in fifteen records, etc. Also, the team members could be added on the fly…you see how the complications arise quickly! Oh, and the project was run on three continents in four countries….

Each person was responsible for updating their pertinent information. Because of the complexity of that one name cell, filtering and sorting became cumbersome.

Solution:

Hide all rows except for the header row.

Do a search on your name (fortunately, in about three dozen team members, we had no duplicate last names!)

When the search results dialog comes up, select all of the records (select first, shift+select last)

Go to Format>Row>Show.

Whoo Hoo!  There are all (and ONLY) the records that belong to you.

Array Formulas to the Rescue by Rajinikanth

This is the formula to find out Employees first login time and last logout time for the day.

Example : Suppose employee table is starting form Column B

then the table looks like :
Name Code
1001 rajinikanth
1002 srinivas
1003 vardhan

and the Login Data is starting from Column G in a sheet

Array Formulas - User Session Times

Then The formula for First login :

{=1/MAX((B8=$G$7:$G$15)*($H$7:$H$15<>0)*(1/$H$7:$H$15))}

and the formula for Last Logout :

{=MAX(($G$7:$G$15=B7)*($I$7:$I$15))}

A Big Warm Lovely Heartfelt Thank you to Kat, David, Christy and Rajinikanth. You are truly wonderful.

Be a part of the “your week” @ PHD

Come, be part of the your week celebrations at PHD. Click here to submit your excel tips. Your tips will be shared with all our readers during this week (May 11-15, 2009)

PS: If you have already shared your tips and not seeing them in this post, don’t worry. I am posting only a few everyday, so yours will be in the next 3 posts.

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35 Responses to “Quick and easy Gantt chart using Excel [templates]”

  1. "Please share your experiences and ideas using comments"

    For those willing to go VBA, XL can do far more w/Gantt Charts. Compare to PapaGantt. https://sites.google.com/site/beyondexcel/project-updates/papagantt-thebigdaddyofxlganttcharts

    While making PapaGantt was neither quick nor easy, using PapaGantt is both, not just for displaying Gantts, but for scheduling tasks as well.

  2. Stef@n says:

    is it possible to get a xls(m) file ?
    instead of a zip-file with .xml-files ?
    i cannot open it with excel :/
    Regards
    Stef@n

  3. Darren "AusSteelMan" says:

    Thanks very much for this workbook idea.

    To slightly up-scale functionality I added:
    1. conditional format for when the cell value =2 to be red which could be used for critical path or other activity highlighting needs (milestones perhaps)
    2. conditional format for when the cell value =c to be green which could be used for showing activity progress
    3. conditional format for the same range where formula =DATE(YEAR(D$5),MONTH(D$5),DAY(D$5))=TODAY() and set custom to ;;; and cell fill colour to a light blue. This will highlight today down the whole table to allow quick assessment of activity progress to plan. Anything not green upto where the date indicator is shows activity is behind the plan. Opposite for tasks ahead of the plan.
    (There is probably a better way to get the same result but this works for now. If there is please post for us to share.)

    Hope this made enough sense.

    Also, thanks Craig for the link. I'll have a better look soon.

    Regards,
    Darren

  4. Hey Chandoo,

    I actually made one of these for a friend of mine but added an extra level of automation.

    Rather than putting in 1 on all the dates the activity occurs, I added a column for start and end date of each project. Then I used formula along the lines of :

    =IF(AND(DateAtTop >= Start Date, DateAtTop <= End Date),1,"")

    Then used the same conditional formatting where 1 was coloured.

    I thought this was a nice touch, especially if a project lasts for many days.

    Let me know what you think 😉

    Lucas

    P.S. First time I've posted here, love your work btw!

  5. […] via Quick and easy Gantt chart using Excel [templates]. […]

  6. Prahlad Gorur says:

    Excellent, thanks for this tip and expample.
    I had a monthly reporting template very similar to this, but was done in excel which needed more manual inputs.
    I used your exmaple and updated my monthly group reporting plan.
    I further devided the day into 4 quarters to make it easy for us to followup on different tasks.
    Now, I just have to update the start date, and everything gets udpated by itself in fraction of a second.
    Thanks once again. love your daily udpates.

  7. Prajay Kumar says:

    Hi Chandoo,

    Can you guide on preparing an indian version of the captioned sheet. We have saturdays working :-(, and only one day weekly off on sunday.

    Regards-Prajay

  8. Hi Chandoo,very useful post.i need gantt chart for inventory module.

  9. […] Quick and easy Gantt chart using Excel […]

  10. Maria says:

    Hi.

    Really usefull post. I would like to know if i can also include weekends.

    Thank you

  11. Shafeeq says:

    Hi Chandoo, thank you for the great job, I was wondering if you can customize this sheet for Inventory planning purposes?!

    thank you indeed

  12. Leyum says:

    This was so helpful. ive been through about 10 different tutorial type things and this has to be the best so far, helped me out a great deal. and now my boss is happy i can make gantt charts!

    thanks

  13. David says:

    This's a great post, thanks for sharing

  14. Steven says:

    Hi Chandoo,

    Thanks for the excel tutorial. I wanted to make a simple modification, however it will cause issues with the duration part. I created another rule/cell marked 2. For my project I want to show a projected timeline and then an actual timeline. The issue is that the duration is being logged for when I enter 2, which I want to be projected and not actual. Will you please assist in letting me know how I can create a duration for both project and actual on the same line?

    Thank you,
    Steven

  15. Joe says:

    Showing vertical line between every week is very useful for me, I used to do it manually. Thanks so much!!

    But how about, my gantt chart included Saturday & Sunday, and I want to show the vertical line after Sunday, could any expert teach me how to fix it. Thanks again.

  16. Helen N says:

    This was so helpful - thank you! I had a bit of trouble with the end of the week conditional formatting over-writing the filled cells but switching the order of the rules sorted it out. Needed to put together a gantt chart quickly for an important bid at short notice and this was just the job - thanks for taking the time to post it. Much appreciated.

  17. Alina says:

    This is the first time I'm reading a tutorial that actually makes sense 🙂 This is absolutely great, with only one minor issue I can't seem to figure out on my own. How do I include weekends in (or instead of) the Workday formula? Thank you!

  18. […] This template I made myself but I inspired from Chandoo.org. […]

  19. Harrison says:

    Hi,

    Sometimes I must work at weekends - it is possible to modify the dates so that you can include Sat + Sun as well?

    Thanks,
    H

  20. Stuart says:

    Nice gantt chart template chandoo, simple but useful

  21. Kirstin says:

    Thank you so much for this excellent guide! I have adapted this to show scheduled activities at multiple project sites weekly over the course of the year, including active and proposed work. With just a tiny bit of tweaking to your tutorial, I was able to create a chart that suited my needs perfectly!

  22. Somnath says:

    Thank you very much for idea sharing .very innovative workday formula is showing 5 days but i want 6 days , is there any other option plz reply..

  23. Somnath says:

    i got it friends..

    =WORKDAY.INTL(F4,1,11)

    hhhhhh

  24. Cynthia says:

    Hi thanks a lot for the tuto!! It helped me a lot!!
    But can you tell me how can I add a vertical line representing today on it?

    • Hui... says:

      @Cynthia

      Open the template
      Select D7:DS26
      Goto Conditional formatting
      New Rule
      Use a Formula
      =D$5=today()
      then set the format as a Red Right Hand Border only
      Apply
      Do not select stop here for the rule

  25. Muriel says:

    Hi Chandoo,

    I purchased your Project Management templates a month ago and have not had the chance to thank you for the great templates. Thank you!!!!! It has saved me a lot of time creating and re creating templates. Unfortunately, I had to do a lot of customization but it's not that bad. I am now in the process of customizing my GANTT which my boss thinks is too granular. He doesn't want to see a weekly grant. Only the months should be showing. I have researched and researched but to no avail. Do you have any examples I can look at?

  26. Nadine says:

    Hi Chandoo,
    thanks so much for all your tips on Gantt Table.
    I'm actually building one at the moment and want to use the conditional formatting. However, I always get into trouble with that when I have to add new lines. I don't know the final size of my table yet and I eventually also want other people to be able to work with it.
    Conditional formatting tends to "split up" into various "applies to" ranges when you insert a new row or copy and past values from somewhere.
    I'm sure you've come across this issue already... So far I couldn't find a feasible solution to this. I was wondering if you had an idea / suggestion for me?

    Thanks so much!!!
    Nadine

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