Gantt Box Chart Tutorial & Template – Download and Try today

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Gantt Box Chart - An Excel Template & Download

On Firday, we proposed a new chart for showing project plans. I chose an ugly name for it and called it Gantt Box Chart.

Essentially, a gantt box chart is what you get when a gantt chart and box plot go to a bar, get drunk and decide to make out. It shows the project plan like any other gantt chart, and it shows the distribution of activity end dates, like any other box plot.

You can see an example gantt box chart for a fictional software project above.

Today, we will learn how to create a similar chart in Excel. Get a steaming cup of coffee or whatever keeps you going and follow these simple steps to make a gantt box chart.

[Read this post if you want to know what GBC is and how to read it]

1. Set up your data:

Just like any other chart in excel, a gantt box chart too requires well structured data. In our case, we need 5 things.

  1. Activity name
  2. Start Date
  3. Best Case End Date
  4. Realistic (or Plan) End Date
  5. Worst Case End Date

Getting all the 3 variations of End dates can be tricky. But if you are managing projects for long, you might already know how to get these dates. Otherwise, here is one approach, proposed by Joel Spolsky, called as Evidence Based Scheduling that can help you.

We will also need 3 additional helper columns where we need to calculate some numbers so that our gantt box chart can be constructed without resorting to magic wands. These are,

  1. BC: Number of days between Start Date and Best Case End Date
  2. R: Number of days between Best Case End Date and Realistic Date
  3. W: Number of days between Realistic Date and Worst Case End Date

Gantt Box Chart - Source Data

2. Create a Stacked Bar Chart

Add a new stacked bar chart. The series to be stacked are,

  1. Best case end date
  2. R
  3. W

Use the “Activity Name” column for category axis labels.

Now, our chart should look like:

Gantt Box Chart - Stacked Bar Chart

3. Say your favorite curse word and Reverse the categories

Reverse Cateogry Axis Values - Excel Gantt Box ChartOk, time for a minor annoyance. Excel has magically showed the first activity of project at bottom. So, we need to reverse the category axis values before any further.

Just select the category axis, go to format axis (press CTRL+1) and click the little box that says “order reverse in Categories”.

Now, the chart should look like this:

Excel Gantt Box Chart - After reversing category axis values

4. Add Error Bars to Best Case Series

Now, add error bars to the best case series of the chart so that it looks like a line is drawn connecting best case date to start date of each activity. To do that, follow these steps:

  1. Select “best case end date” series.
  2. Add Error Bars (from format ribbon)
  3. Specify the type of error bar as “Negative only”
  4. Select “Custom” for error bar values
  5. Now, point the error bar values to the helper column “BC”
  6. Format the error bar in such a way that no cap is shown and it is thick.

At this point, our gantt box chart should look like this:

Adding Error Bars to Gantt Box Chart

5. Finally, format the chart

Now, our gantt box chart is almost ready. But it is still ugly. We need not hire a Hollywood grade make-up man to beautify this. We just need a few clicks.

  1. Remove legend
  2. Add vertical and horizontal grid lines. Make them subtle.
  3. Change text colors to soothing ones.
  4. Remove fills from all series in stacked bar chart.
  5. Apply borders to 2nd and 3rd series to create a box effect.
  6. Format the date axis,
    1. Adjust the starting point (unfortunately you have to enter the number equivalent of date, like 1-May-2010 as 40299)
    2. Adjust major unit – I used 14 days, you can try something else depending on overall project length.
    3. Set the axis number formatting to d-mmm or mmm or myy or something else that works for you.
  7. Add a chart title

That is all. Our Gantt Box Chart is finally ready. Now, go figure why your project is not on track and do something about it.

Final Gantt Box Chart

Displaying Completed Activities:

The easiest way to show completed activities is to change all 3 end dates to the same date: that of the actual end date. This way, you just see a line when an activity is done and a box when there are variations in end dates.

Of course, you can use another helper column to show a vertical line or a symbol of your choice to denote the end point as well. I leave it to you to figure out that portion.

Download the Gantt Box Chart Template:

I have prepared an excel template for creating Gantt Box Charts quickly. Go ahead and download the version that you want.

Excel 2007+ version | Excel 2003 version

Here is a mirror with both files as a zip. Go on, be awesome 🙂

Share your experiences of using Gantt Box Chart:

If you like this chart and implementing it in one of your projects, do tell me how it went. Or just share your thoughts on this implementation and any suggestions. Go ahead and share.

Templates & Tutorials on Project Management:

Project Management Template Set – Get a copy today

I have made a set of 24 templates that take care of various activities in a project right from planning to time sheets to issues to project status reporting thru dashboards. These templates have been bought by more than 500 project managers all over the world and they are saving hours of time every week using these templates.

Project Management Templates for Excel

Go ahead and a get a copy of my project management templates.

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19 Responses to “How to Distribute Players Between Teams – Evenly”

  1. Roshan Thayyil says:

    An excellent solution, especially for large data sets.

    Another solution without using solver would be to assign the player with the highest score to Team 1, the 2nd to team 2, 3rd to team 3, 4th to team 3, 5th to team 2, 6th to team 1, 7th to team 1 and it continues. This method would end up with a Std Dev of 0.001247219. This works best with a distribution with lower Std Dev for the dataset.

    Full Disclosure: this is not my idea, remember reading something a few years ago. Think it may have been Ozgrid

    • Roshan Thayyil says:

      thinking back I now remember why I read about it. About 10 years back I had to distribute around 300 team members into 25-30 odd teams. Used this method based on their performance scores. I used the method I described to do this and the distribution was pretty fair.

      Solver would have saved me a ton of time though 🙂

  2. I think the issue with you first Solver approach was that you took the absolute value of the sum of team deviations (which should always be zero except for rounding) instead of the sum of the absolute values (which is a reasonable measure of how unbalanced the teams are).

  3. Here's another simple algorithm you could use: you start from the top (with players sorted from high to low), and at each step allocate the next player to whichever team has the smallest total so far. You can implement it dynamically with some formulas so it will update automatically when the data changes.

    If the scores were more widely distributed (so that this might end up with not all teams the same size), you could add a constraint to only pick among the teams which currently have fewest players at each step, or just stop adding to any team when it hits its quota.

    When I tried it on the sample, I got the three teams below, with a STDEV of 0.000942809 (i.e. about half of what Solver got to).

    Team 1: John, Hugo, Tom, Josh, Eric, Zane, Charles, Andrew
    Team 2: Barry, Michael, Kenny, Joe, Xavier, Patrick, Oliver, William
    Team 3: Henry, Steven, Ben, Frank, Kyle, Edward, Cameron, Lachlan

    Thanks for sharing!

    • Ishaan says:

      Hi,
      I was looking at all the solutions and this is closest to what I intended to do. I am dividing a bunch of players into 3 soccer teams. Players availability is also a factor while deciding the teams.
      So the steps the excel needs to do is as follows:
      1) In availability column if "yes" go to next
      2) Equally divide 'Goalkeepers', 'Strikers', 'Defenders' basis their quality
      So the end result gives each 3 teams a balance of players playing at different positions.
      Can this be done on Google spreadsheet with only availability as an input from the user and rest calculates by itself.
      Sorry for asking such a pointed question, but I have been struggling to find a solution for it for sometime now!

      • Robin says:

        Hi Ishaan,

        I am working on a similar problem at the moment, so I am wondering if you ever found a solution and if you are willing to share what you did.

  4. Konrad says:

    Hi everyone, this is a variation of the famous Knapsack Problem https://en.wikipedia.org/wiki/Knapsack_problem.

    I had to use a VBA implementation recently as part of a problem, where we ar trying to allocate teams of an organization into different locations (we are a large company with many different team). The goal was to optimally allocate teams to individual buildings without putting too many teams into one building and not splitting teams apart.
    As we had around 400 teams of different sizes, solver couldn't handle it anymore. Luckily there is a Knapsack algorithm implementation in VBA readily available on the internet :).

    I also went with a heuristic approach first!

  5. Joe Egan says:

    An interesting mathematical solution but what if Eric and Xavier can't stand each other or Patrick is best friends with Steven - the real life problems that effect "even" teams.

    • Hui... says:

      @Joe

      You can add more criteria like
      If Eric and Xavier can't stand each other
      =OR(AND(E15=1,E16=1),AND(F15=1,F16=1),AND(G15=1,G16=1))
      It must be False

      If Patrick is best friends with Steven
      =OR(AND(E5=1,E17=1),AND(F5=1,F17=1),AND(G5=1,G17=1))
      It must be True

      Note that the 2 formulas above are exactly the same
      except for the ranges
      One must be True = Friends
      One must be False = Not Friends

  6. Gustavo Sousa says:

    Nice post Hui!

    I download your workbook and just try to change in options the Precision Restriction from 10E-6 to 10-8 and the Convergence from 10E-4 to 10E-10. The process take almost the same time, but the results was great.

    The standard deviation I got was 0,000471.

    Team 1: John, Tom, Kenny, Frank, Eric, Xavier, Edward, Zane
    Team 2: Steven, Hugo, Ben, Joe, Josh, Oliver, Cameron, William
    Team 3: Barry, Henry, Michael, Kyle, Patrick, Charles, Andrew, Lachlan

  7. Charlie says:

    Great application of Solver! Thanks for the link!

  8. Chuck says:

    Great explanation. Well done... However, I tried with 6 teams of 4 players and solver never did finish.

  9. Akbar says:

    How about vba code for the same data set.
    I have 3 column A B C wherein A has text and B has number Wherein C is blank. And in C1 been the header C2 where I want the name to come evenly distributed the number which is in Column B.
    My Lastcolumn is 1000.

  10. HRMFT says:

    Sorry if I'm being slow here, but how is 'Team Score' calculated? I've gone through the explanation several times but it seems to just appear.

    • Hui... says:

      @Hrmft

      This process uses the Solver Excel addin

      Solver is effectively taking the model and trying different solutions until it gets a solution that meets all the criteria
      Then solver puts the solution into the cell and moves to the next cell

      So yes it appears to "just appear"

  11. Caroline says:

    Hi ! Thank you so much ! Works great 🙂

  12. Jim Cruse says:

    I cannot get the fourth Equation to work in my excel spreadsheet
    You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Thank you.
    Jim

  13. Jim Cruse says:

    I cannot get the fourth Equation of TURE or FALSE statements to work in my excel spreadsheet You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Sorry I left some of it out in the previous question,
    Thank you. Jim

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