Christmas Gift List – Set your budget and track gifts using Excel

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Steven, one of our readers from England sent me a Christmas gift tracker worksheet. I found it pretty cool, so made some minor changes to it and am sharing it with you all so that you can have great time shopping for the holidays.

Christmas Gift List - Set your budget and track gift shopping using excel

Why I found this Christmas Gift List Spreadsheet Cool?

There are probably a million other gift trackers out there, but I liked Steven’s version for few reasons:

  • He used conditional formatting to zebra line the gift-table.
  • He used array formulas to find-out who is receiving the most expensive gift. The formula relies on VLOOKUP coupled with SUBTOTAL so that when you filter the list to see gifts only for certain age group, the formula shows most expensive gift receiver in that group alone. How cool is that 😎
  • He used cell formatting to highlight gifts overshooting budget in RED color.
  • He used SUMPRODUCT liberally to summarize the gift data to show us “how many people got the gifts”, “how many gifts are over the budget”, “how many gifts are under-budget”.

Go ahead and download the workbook. Even if you dont have a huge list of gifts to buy this Christmas (REALLY ?!? You dont have a long list? Can I please, please get that wii?). The workbook is full of excel lessons on conditional formatting, formulas and design.

Download the Christmas Gift List Spreadsheet

Click here to download the file. It is protected to make sure you accidentally erase a formula or something. But there is no password. So go ahead and unlock it to learn something cool.

Thank you Steven,

for your most thoughtful and awesome Christmas gift to our community.

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13 Responses to “Gantt Box Chart Tutorial & Template – Download and Try today”

  1. Oli says:

    Hi Chandoo

    As one of your students I have followed your detailed example through with great success. However, Excel is acting in an unexpected way and I wonder if you could take a look?
    http://cid-95d070c79aef808e.office.live.com/self.aspx/.Public/Gantt%20Box%20Chart.xlsm
    On my version, I have to type 40239 (Which equates to 2 Mar 2010) to get the chart to display 31 May 2010 (which should be 40329)!!??

    Have I done something wrong or is Excel acting up?

    Thx
    Oli
    PS Your example file in 2007 displays correctly.

  2. Dave says:

    Hi,

    I like this idea a lot, but I agree the name is a little drab.

    As an American I may just be seeing things, but to me the combination of lines and bars on your chart looks like a bunch of cricket bats.

    Maybe you could work that into a catchier name. 🙂

    Cheers!

  3. Bob says:

    Here is some code I use to keep the axis synched.
    It may be useful to some of your readers
    It is based on a comment I saw on Daily Dose of Excel.

    Function SynchGanttAxis(Cname, lower, upper)
    'Sets the X min and X max for Category axis

    Application.Volatile

    On Error Resume Next
    '
    'Top Horizontal Axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlCategory, 1)
    .MinimumScale = lower
    .MaximumScale = upper
    End With

    'Bottom Horizontal Axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 2)
    .MinimumScale = lower
    .MaximumScale = upper
    End With

    End Function

    Function SynchVerticalAxis(Cname, lower, upper)
    Application.Volatile
    On Error Resume Next
    ' Excel 2007 only
    'Right hand vertical axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 1)
    .MinimumScale = 0
    .MaximumScale = upper
    End With

    End Function

  4. Chandoo says:

    @Oli.. Can you check your file again.. I see 40329...

    @Dave: Even I saw things.. the bars actually looked like lollipops. How about calling this lollipop chart - now that would be yummy and goes along the tradition of naming charts after eatables (bar, pie, donut...)

    @Bob: Superb stuff... thanks for sharing 🙂

  5. Mike H says:

    Hi Chandoo
    This looks really good and I think it can also be applied to show project phases / milestones.

    Question: Thinking further could this be amended to display a project lifecycle (Idea through to Implementation say 7 phases) on one bar / row? Just imagine 20 projects within a programme all on one chart one bar each showing their respective lifecycle stages i.e. on one page.

    Idea: As the Gantt Box Chart this is quite intensive to set up re formatting etc how about the added extra of once you have completed this to "Save as template" i.e. saves the formatting and layout of the chart as a template so you can apply to future charts. Simple to do and will save the time formatting etc again and again and again.
    Therefore tip: Click on your chart demo and then click on Save As template icon (2007) - edit file name and click on save. Ready to use / apply via Templates in Change Chart Type window.

    Thanks and be very interested if the lifecycle question can be resolved

    Mike

  6. Oli says:

    How embarrassing.

    I was obviously suffering from numerical dyslexia. I was one of those days.

  7. Chandoo says:

    @Mike H: You can easily make this chart to work like a generic project lifecycle plan chart. All you have to do is,

    1. in a separate sheet define the steps of lifecycle and various dates in a table (with 5 columns for each of the projects you have).
    2. now use a control cell to input the project name you want to show in the chart
    3. based on the input, use OFFSET Formulas to get the correct data
    4. Rest is same as the tutorial above

    For more info on the dynamic charting visit http://chandoo.org/wp/tag/dynamic-charts/ and http://chandoo.org/wp?s=OFFSET

  8. Your solution is really smart but in the en Excel isn't meant to do stuff like this. I, as a former PM, always thought is was frustrating that you had to do stuff like this for something simple like a Gantt chart. So I built Tom's Planner. And would like to plug it here. I think it really solves the problem you are trying to solve in the most efficient way. Check out http://www.tomsplanner.com for a free account or play around with the demo.

  9. Lopi says:

    Hi there,
    Chandoo - this is really a very nice and helpfull chart - I adopted it, so I can report a forecast or the delay of a certain task (coming from my role as an auditor for projects).
    One topic I´m currently struggeling with: I do have a project lasting for lets say 12 month. For a management reporting, I want to have kind of snapshot, lets say one month back and 2 month in the future. I tried with the offset formula, but failed. Any idea?
    Thx
    Lopi

  10. [...] Ein viel geliebter Klassiker ist die Erstellung von GANTT-Diagrammen mit Excel. Wir hatten das Thema wiederholt schon hier. Chandoo.org hat sich mal wieder mit einer neuen Variante hervorgetan: Das GANTT-Box-Chart. [...]

  11. David says:

    Hi Chandoo - fantastic xls. One thing I can't figure out how to do is adjust the alignment of the vertical axis. I would like to left align so that I could indent to represent sub tasks. Can that be done? Or is there a better way?

  12. Paul says:

    I've been trying to work out if there's a way to show weekends on the graph. The closest thing I've got is to add them on a secondary axis, but then I haven't been able to keep both axis lined up together! Any ideas?

    Following on from this - is it possible to show things like holidays?

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