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.
- Activity name
- Start Date
- Best Case End Date
- Realistic (or Plan) End Date
- 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,
- BC: Number of days between Start Date and Best Case End Date
- R: Number of days between Best Case End Date and Realistic Date
- W: Number of days between Realistic Date and Worst Case End Date
2. Create a Stacked Bar Chart
Add a new stacked bar chart. The series to be stacked are,
- Best case end date
- R
- W
Use the “Activity Name” column for category axis labels.
Now, our chart should look like:
3. Say your favorite curse word and Reverse the categories
Ok, 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:
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:
- Select “best case end date” series.
- Add Error Bars (from format ribbon)
- Specify the type of error bar as “Negative only”
- Select “Custom” for error bar values
- Now, point the error bar values to the helper column “BC”
- 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:
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.
- Remove legend
- Add vertical and horizontal grid lines. Make them subtle.
- Change text colors to soothing ones.
- Remove fills from all series in stacked bar chart.
- Apply borders to 2nd and 3rd series to create a box effect.
- Format the date axis,
- Adjust the starting point (unfortunately you have to enter the number equivalent of date, like 1-May-2010 as 40299)
- Adjust major unit – I used 14 days, you can try something else depending on overall project length.
- Set the axis number formatting to d-mmm or mmm or myy or something else that works for you.
- 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.
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:
- Excel Gantt Chart Template
- Project Milestones – Timeline Template
- Project Status Dashboard Template
- More resources on using Excel for 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.
Go ahead and a get a copy of my project management templates.
56 Responses to “Creating in-cell bar charts / histograms in excel”
Ay jhakkas!!!
Man, you're on a roll. A true-blue Excel innovator. What you're writing makes me think - why didn't anyone else think of this before?
Now that I've showered all the praises on you, it won't hurt to have a few comments on my blaag 😉
PS. I meant the innovator part.
@Amit ... thanks, I was also curious why this one was not explored, but again, I havent really searched a lot to ensure that I am posting the same ideas again. My intent is to make few people to benefit from this, if that happens I would be happy...
btw, posted a comment on your blaag... hope you are happy now 😀
Don't worry about repeating the ideas in the online world. As long as you are not copying it off anyone else and it is helpful for the readers, it's fine.
PS. the comment does not count.
The idea actually is not a new one :).
Check out MicroCharts
http://www.bonavistasystems.com/
to see how far you can get with font based in-cell charting
[...] can never get tired of in-cell charts, whenever I get sometime, I try to experiment something on them. Here is an idea to design true [...]
[...] Since we can insert any character in to a cell using formula, by installing a custom bar chart / pie font in our computer we can create incell graphs in excel with ease. Click here to see example pie chart, line chart. [...]
Where is the file? I can't seem to locate it. I want to donwload it. Thanks Chandoo!
Found it.
Great job, Chandoo. Love the site - and the fact that you provide downloads to help us (me) learn your secrets faster. I downloaded the font but can't figure out how to add it to my font library... Any hints? Thanks! Keep up the fantastic work.
@Mahqooi: Thank you and welcome to PHD 🙂
This is how you can install a font in a windows machine:
unzip the font files (if needed)
select and copy the font file to clip board by pressing ctrl+c
go to control panel > fonts
paste the file by pressing ctrl +v
repeat this procedure for other font files if any
if you are using mac, just right click on the font file and select install option.
let me know if you have some issues with this.
Hi Chandoo,
is there any mirrors for the bargraph font?
it seems that fontstruct.com is down for maintenance.
thanks!
@Cybsych: I am not sure if they have any mirrors. I will look in to my backup to see if a copy of the font can be located and ping you back. Thanks.
hi Chandoo, fontstruct is back online 😉
BTW, I am wondering about this in-cell chart.
How do I apply an automated conditional formatting to only a bar/point?
For example, the first image in this post, whereby RED = highest, BLUE=lowest.
Chandoo,
I guess this bars only work with positive numbers? so if you a list of costs per month, but one month you have negative cost meaning income due to let's say vendor credits. This incell bar could despict the month with a negative digit. or could it?
hi Chandoo, guess that you missed out my query 😀
is there a way to highlight the MAX and MIN bar based on the actual data (not the normalized)?
@Pedro, for that you need to have another set of characters (may be A-J for 0-9 and K-S for -1 to -9 and then use them to show the bars. It is a bit tricky, but achievable.
@Cybpsych: The highlighting was done manually (As you can see, there is probably no easy way to highlight / change colors of a portion of cell using Conditional formatting etc.). I am sorry, but you need to use someother sparkline technique to achieve this (or, write your own macro)
http://chandoo.org/wp/2008/09/05/microcharting-excel-howto/
thanks chandoo!
I love this simple and quick way of visualization results. I would like to learn more about normalizing values (i.e. the use of linear normalization). Can someone kindly point me in a good direction for this beginner? Much thanks to everyone (especially Chandoo) for the wealth of information provided. Long live the internet age!
@Jason: you can use simple excel formulas to normalize a set of values. If the list of values is in say a1: a10 and you want them to be normalized from 1 to 100, you can do that with a formula like: =A1/max($A$1:$A$10) * 100. Also, you can use the RANK formula to calculate the percentile of any value in the list.
[...] Bar | Sparklines | Pie charts | Bullet Graphs | w/ Conditional [...]
Nifty way to normalize the data....I'll have to take that into account when working with my charts.
One thing I'd like to add, you can eliminate the need for custom fonts with the bar charts by using a REPT function and using a small "g" set to the Webdings font. It's more likely anybody opening the file will have access to that font than the custom one you've provided. (More portability is a good thing 🙂 )
Portability is great.
I don't quite see how the REPT formula and the webding fonts can combine to solve the portability issue.
Mind you, i see that +REPT("g",1) will give you a bar, but we would need several bars of unequal lenght.
Can you elaborate?
Thank you
@Matt: I almost forgot about this comment. Thanks to Pedro for the bump.
As he points, portability is a good idea, but we will not be able to get bars of variable height using webdings font.
We can ofcourse use that along with text rotation and char(10) to create a pseudo incell bars. Here is a tutorial: http://chandoo.org/wp/2008/07/15/incell-bar-charts-revisited/
@Chandoo: Yep, that's exactly what I meant, use your text rotation and char(10) trick with REPT("G",) (then set the font to Webdings) to get your string of bars with variable height.
@Pedro: REPT("g",1) will give you one "g" (or in Webdings a bar of 1 height).
REPT("g",B2) will repeat for the value in B2... 🙂 Use that with Chandoo's take on linear normalizing, and yer all set.
Wingdings with an "n" character would be even more portable, but just doesn't look quite as cool...but pretty much everybody has that font, so it'd be portable.
You may have to adjust the font size in order to get all the bars to show correctly, perhaps some sizing of the row heights as well...
You can fake an incell line chart by using:
REPT(" ",B2-1)&REPT("n",B2)
where B2 is the value in the cell you want as a data point.
Wow, the formatting was horrid, let's elaborate a bit more...
REPT("",-1)&REPT("n",) - would give you a line graph, where could be a reference to each cell you'd like as a data point.
REPT just repeats a text string a number of times, it can be either a hard number (like Pedro's example), or a reference to a value in another cell (more handy). I believe Webdings is a common font in the MS Office suites I'm familiar with (2000 thru 2003), but I'm not sure of 2007's suite.
@Matt A: I am sorry for the formatting mishap. I am afraid of using too many plug ins, but I guess a simple HTML based comment box seems like a good idea now that lot more commenters are typing formulas and vba code in the comment box.
Coming to the formula.. thanks for sharing it. And yes, you are right, webdings is common to Office 2007 too. But even better solution would be to use good old pipe | symbol. When the font is Arial, the pipe character spacing looks optimum and subtle enough to look like an incell histogram / column chart.
After some searching through the character maps in Arial I noticed that there's a box symbol --> ? (created by holding ALT then typing 5595 on the numpad) that would work perfectly as another character to use for column charts. It looks just like the Webdings "g" character.
Is there a way to change the colour of the bars based upon the data. eg. 1-5 = red, 6-7 = amber, 8-10 = Green
@Ben... you can change the color of all bars in a cell using conditional formatting. But selectively changing color of bars inside cell is not possible unless you do it manually or through VBA.
[...] Creating in-cell bar charts / histograms in excel @ Pointy Haired Dilbert Filed under: Stuff [...]
Is this work only for the numbers or will it work for % data also. I tried to do the same for % data, but i didnt get. Pls let me know the formula for % data.
[...] trick is to use Incell Charts. [...]
Hello Chandoo,
I really like this, but I have Office for Mac 2011 and for the life of me I cannot figure out how to see the bargraph as an available font.
I have followed all the instructions for adding a font, but it does not appear. Do you have any suggestions?
Thanks
prb
Thanks. This one was cool and helpful. Can we experiment the same with "in cell" line graph as well? 🙂
Chandoo,
How do you "manually" change the color of the last bar in the series?
Lawrence
@Lawrence
Select the chart
Select the series
Select the last point/column of the series
Ctrl 1 or right click Format Point
Select a color
Hui,
Thanks!
I should have been more descriptive. What I meant to ask was about the in-cell bar graph created with the REPT function described above. How do I get the last REPT (the last bar) to be a different color than the rest?
Lawrence
@Lawrence
You cannot change colors in a cell using formula
You can use either VBA code or do it manually
Select the cell
Copy and paste it as values
Edit the cell F2
using the arrows move to the character you want to color
Shift and select the cell by arrow keying over it
with the characyer selected
Ctrl 1 (Format Cells)
Change the Font Color to suit
It won't be a color change per se...but you can set an IF statement in your REPT formulas for different characters to show as the bars. The characters "c" and "g" in Webdings are both boxes, one is a solid block, the other an outline.
For example, say I wanted to highlight the highest bar in my REPT formulas...my formula to translate the numeric cells A2:A15 to characters would be:
IF(A7=MAX($A$2:$A15),REPT("c",B7),REPT("g",B7))
so if the cell I'm checking (here it happened to be A7), is the highest number...its bar would display differently further along down in the concatenations...
@Hui...THANKS!
@ Matt A... Very cool idea. What formatting do you recommend for the cell? The Webdings "c" hollow box is very faded and hard to read even if bolded and bigger font size is used. If I could just punch it up a bit it would be perfect with 5 "c" columns followed by a single solid "g" column...as in showing the trend in the trailing 6 months of data.
Lawrence
@ Lawrence
Good question...lately I've been using ? (which you get from holding ALT then typing 5595 on the numeric keypad) for most of my bars. Unfortunately the character map doesn't lead me to a differently "shaded" box of the same size. Reason I use this nowadays...it's part of arial font...just a special char map character I can rapidly input w/o any formatting nonsense.
I'll check to see if I can replicate another box of same size that may have different shading using the same method...no luck as of yet.
I've just built the in cell bargraph and was trying to create a pop up window which would display the Monthly Sales for Last 12 months when they click on any of the bargraph cells
[...] Reference:Â http://chandoo.org/wp/2008/05/13/creating-in-cell-bar-charts-histograms-in-excel/ Like this:LikeBe the first to like this. [...]
[...] To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip [...]
Hi, there is a problem with the Bargraph font. On my win7 machine it works perfectly but when I try to install it on my boss's mac it returns an error called " 'Name' Table Structure"
I tried to install on two different macs and the same error resulted. As a result the font does not show up as an option in any program.
Â
Just an FYI. I don't use macs but I know some people do.
Whats up! I just wish to give a huge thumbs up for the good info you might have right here on this post. I can be coming back to your weblog for extra soon.
[...] like .docx, .htaccess etc.) 43. To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip 44. COUNT() only counts number of cells with numbers in them, if you want to count number of cells [...]
Thanks Chandoo for the font!! It works great once installed on my machine, but is there any way (besides printing and scanning the doc) that I can get the graphs to show up on other peoples' machines without going through the font install process? My file has to be sent out to clients that don't have that font installed.
Sarah, Excel doesn't allow embedding of fonts (aside from a workaround using a macro). The font will need to be sent to all who want to view the file. I went through the same question with my boss. I ultimately just installed the font on her computer.
If the data is only to be viewed, and not modified, moved, etc. you can save the file as a pdf. The font can be viewed that way.
Hello every one there is a problem I need auto update summary formula from other sheets data pick please give me sample file and also auto up grate summary sheet format.................
@Joesali
I'd suggest asking this type of question at the Chandoo.org Forums
I'd suggest uploading a sample file also
Hi chandu,
Apart from excel, i need the formula to find bar graph height dynamically when using with log scale, for example for linear graph i would take the maximum value to height of the panel as
(value divided by maxvalue) * height.
Now , i am using a logarithimic graph can you tell me the right formula which fits perfectly.
Thanks in advance
Nice info... Thanks... very hepfull... 🙂
The font does not seem to be available at fontshop. Is there somewhere else to download the bargraph font?
@Amber
Try doing a Google search for Bargraph Font
it returns several possibilities
Is there a way to do this without using bar graph font? We have a financial report to be published to stakeholders and they will not have this font installed, so probably will not be able to view the bar chart as well.