This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.
- What is VBA & Writing your First VBA Macro in Excel
- Understanding Variables, Conditions & Loops in VBA
- Using Cells, Ranges & Other Objects in your Macros
- Putting it all together – Your First VBA Application using Excel
- My Top 10 Tips for Mastering VBA & Excel Macros
In part 4 of our VBA Crash Course, we are going to create our very first VBA application using what we learned so far.
Our first Application – What is it supposed to do anyway?
Remember the “We Are Nuts” example. We are back to it. This time, we will create a daily sales tracker application that makes your job a breeze. But saying words like breeze when defining your next VBA application is a dangerous thing. So lets list down all the things our little Excel VBA workbook should do.
- The current method of using Inputboxes to capture 24 sale values and any reasons for deviation is tedious. So our application should instead process the values from already entered values and ask for reasons (thru inputbox) only when the sales are too low or too high.
- At the end of processing the sales, we want to see a short summary of how we did for the day. Something like this,
- Once we finish viewing the statistics a snapshot of the daily sales & along with summary statistics should be saved to current folder as PDF for later reference.
Designing our first VBA Application – Key Ingredients:
In this section, let us understand how our application should be designed and what goes in to it.
First, let us look at various things our application need to do, in a schematic. This types of diagrams are called as flow charts.
Key Ingredients of our Daily Sales Tracker Application:
Lets look at each area of our application and understand what VBA technique or statement helps us to do it.
- Process one store sale at a time: This is achieved with the FOR EACH statement [Related: What are VBA loops?]
- Capture reasons for deviation: Lets do InputBox() for this
- Calculate Summaries as we go: Some variables to calculate the summaries as we go. And a few IIF() formulas to help us update the values where needed. (PS: IIF is Inline IF Formula)
- Display Summary Statistics: We will use MessageBox() for this.
- Save a snapshot of the report: This is done by Range.ExportAsFixedFormat() method. [Related: understanding cells, ranges & other VBA objects]
Demo of our Daily Sales Tracker VBA Application
Here is a quick demo of our Daily Sales Tracker Application
Download our Daily Sales Tracker VBA Workbook:
Click here to download the Daily Sales Tracker VBA Workbook. Enable macros, enter some values and play with it.
If you just want to examine code, see this page.
What Next – My top 10 tips for using VBA
In final part of our VBA crash course, Learn my top 10 tips for mastering VBA.
If you have not read, please read the first 3 parts of this series,
- Introduction to Excel VBA – What is it & How to write your first VBA Macro.
- Understanding Variables, Conditions & Loops in VBA
- What are Excel VBA Objects and how to use them?
How do you like this VBA Application? How would you enhance it?
This application is one simple example of what you can do with VBA. Learning how to use Excel & VBA can enable you do several more awesome things at your work & life.
Do you like this application? How would you have designed it? Please share your ideas & tips using comments.
Join Our VBA Classes
We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.
13 Responses to “Gantt Box Chart Tutorial & Template – Download and Try today”
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.
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!
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
@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 🙂
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
How embarrassing.
I was obviously suffering from numerical dyslexia. I was one of those days.
@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
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.
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
[...] 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. [...]
[...] [...]
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?
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?