Quick and easy Gantt chart using Excel [templates]

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Gantt charts are a very popular way to visually depict project plans. Today, let us learn how to use Excel to make quick & easy Project Plan Gantt Chart.

This is what we will be creating,

Quick gantt chart using Excel - download template

Step 1: Set up project plan grid

First step is simple.

In a blank worksheet, set up an empty grid like this:

Quick gantt chart - data entry grid explained

Key things to note:

  • Project start date goes in to cell C3
  • Project dates appear from cell D5 & D6 onwards, one day per column.
  • Make the grid as big as you want. I choose 20 activities x 120 days.

Step 2: Fill up dates

Now, lets load the dates in to the plan. The first day of the project is known (it is in cell C3.)

  1. Select D5 and point it to C3 by typing =C3
  2. Set D6 to the same value as D5 by typing = D6
  3. Now, both D5 & D6 contain the same date. (Why 2 dates? You will understand in a minute!)
  4. In next column (E), we want the next working day.
  5. So in E5 type =WORKDAY(D5, 1)
  6. Now, select D5:E5, format them so only DAY portion of date is shown. To do this, press CTRL+1 after selecting them, in Number tab, select Custom and type d, click ok.
  7. Select D6, format it so only the first letter of the month is shown instead of entire date. To do this, set number format code as MMMMM.
  8. Drag E5 sideways for all the dates.
  9. Drag D6 sideways for all the dates.
  10. Our dates are ready!

Here is a demo of all the steps:

Demo of formulas for filling up dates - Quick gantt chart using Excel

Step 3: Enter project plan data

Now that our grid is ready, enter the data. This is simple. Just type 1 whenever an activity is happening on a date. For example, if Activity 1 happens on 18th & 19th of February, type 1 in both cells.

Project plan data - Quick gantt chart template

Step 4: Calculating Duration

This is really simple. In the duration column, select first cell and type =COUNT(D7:DS7)

Note: Make sure you change the cell references based on the number of columns and where your data is!

Drag down the formula to get duration for all activities.

Step 5: Apply conditional formatting

Now that all the plan data is ready, lets tell Excel to highlight all 1’s so that we get a Gantt chart. Quick & Easy!

  1. Select the entire grid (excluding activity names, durations & dates)
  2. Go to Home > Conditional formatting > New rule (Related: Introduction to conditional formatting)
  3. Specify a rule to fill color in all cells with 1.
  4. Also, set cell formatting to ;;; so that the contents (ie 1s) are not visible. (Related: Making cell contents invisible)
  5. See the conditional formatting rule I have used below:

Conditional formatting rule for quick gantt chart - explained

Bonus trick: Visually separate weeks with a border

Since our plan has many weeks, it would be cool to show a vertical line between every week. To do this:

  1. Select the grid again.
  2. Add a new conditional formatting rule
  3. Select the type of rule as “Use a formula…”
  4. Use this formula =WEEKDAY(D$5) = 6
  5. Set up formatting so that right-side vertical border is shown when the rule is met.
  6. You are done!

Conditional formatting rule for highlighting weeks - quick gantt chart in excel

That’s all, our quick Gantt chart is ready

That is all. Your quick project plan is ready. Go ahead and show it off. Use it for an upcoming project and impress your boss.

Download the quick Gantt chart template

Click here to download the template. It contains instructions on how to modify the template. Go ahead and example the formulas, conditional formatting rules to understand more.

How do you like this quick & easy template?

Although I have a lot of complex project plan templates, often I rely something quick & easy like this. It simply works and lets me focus on the project at hand.

What about you? Do you use quick templates like this? Please share your experiences and ideas using comments.

More on Project Management using Excel

Are you a project manager or analyst? Here are a few more examples, templates & resources for you.

If you are a project manager or analyst, you would be working with Gantt charts, status reports, issue trackers & project dashboards every day. If you are tired of creating these from scratch, get my Excel Project Management template pack.

It contains 25+ Excel templates for various needs of project management – right from planning to tracking to reporting. All beautifully designed and easy to customize so that you can be an awesome project manager.

Click here to know more and get your copy today.

 

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12 Responses to “29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]”

  1. Peder Schmedling says:

    Some great contributions here.
    Gotta love the Friday 13th formula 😀

  2. Aires says:

    Great tips from you all! Thanks a lot for sharing! bsamson, particularly you helped me on a terribly annoying task. 🙂

    (BTW, Chandoo, it's not exactly "Find if a range is normally distributed" what my suggestion does. It checks if two proportions are statistically different. I probably gave you a bad explanation on twitter, but it'd be probably better if you fix it here... 🙂 )

  3. John Franco says:

    Great compilation Chandoo

    For the "Clean your text before you lookup"
    =VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0)

    I would like to share a method to convert a number-stored-as-text before you lookup:

    =VLOOKUP(E20+0,F5:G18,2,0)

  4. Chandoo says:

    @Peder, yeah, I loved that formula
    @Aires: Sorry, I misunderstood your formula. Corrected the heading now.
    @John.. that is a cool tip.

  5. Eric Lind says:

    Hey Chandoo,

    That p-value formula is really great for a statistics person like me.

    What a p-value essentially is, is the probability that the results obtained from a statistical test aren't valid. So for example, if my p value is .05, there's a 5% probability that my results are wrong.

    You can play with this if you install the Data Analysis Toolpak (which will perform some statistical tests for you AND provide the P Value.)

    Let's say for example I've got two weeks of data (separated into columns) with the number of hours worked per day. I want to find out if the total number of hours I worked in week two were really all the different than week one.

    Week1 Week2
    10 11
    12 9
    9 10
    7 8
    5 8

    Go to Data > Data Analysis > T-Test Assuming Unequal Variances > OK

    In the Variable 1 Box, select the range of data for week 1.
    In the Variable 2 Box, select the range of data for week 2.
    Check "Labels"
    In the Alpha box, select a value (in percentage terms) for how tolerant you are of error.

    .05 is the general standard; that is to say I am willing to accept a 95% level of confidence that my result is accuarate.

    Select a range output.

    Excel calculates a number of results: Average (mean) for each week's data, etc.

    You'll notice however that there are two P Values; one-tail and two-tail. (one tail tests are for > or .05), the number of hours I worked in week two is statistically equivalent to the number of hours I worked in week one.

    So here’s a way you might want to use this. You put up a new entry on your blog. You think it’s the best entry ever! So you pull your webstats for this week and compare it to last week. You gather data for each week on the length of time a visitor spends on your website. The question you’re trying to prove statistically is whether there’s an average increase in the amount of time spent on your website this week as compared to last week (as a result of your fancy new blog post). You can run the same statistical test I illustrated above to find out. Incidentally, it matters very little to the stat test whether the quantity of visitors differs or not.

    Anyhow, the Data Analysis toolpack doesn't perform a lot of stat tests that folks like me would like to have access to. In those cases I have to either use different software, or write some very complicated mathematical formulas. Having this p-value formula makes my life a LOT easier!

    Thanks!

    Eric~

  6. Balaji OS says:

    Fantastic stuf..One line explanation is cool.
    Thanks to all the contributors

    OS

  7. Locke says:

    Take FirstName, MI, LastName in access (you can fix it to work in excel) capitalize first letter of each and lowercase the rest and add ". " if MI exists then same for last name:
    Full Name: Format(Left([FirstName],1),">") & Format(Right([FirstName]),Len([FirstName])-1),"") & ". ","") & Format(Left([LastName],1),">") & Format(Right([LastName],Len([LastName])-1),"<")

    I teach excel, access, etc etc for a living and i have my access students build this formula one step at a time from the inside out to show how formulas can be made even if it looks complicated. Yes I know I could just do IsNull([MI]) and reverse the order in the Iif() function but the point here is to nest as many functions as possible one by one (also I illustrate how it will fail without the Not() as it is)

  8. Johan says:

    Extract the month from a date
    The easiest formula for this is =MONTH(a1)
    It will return a 1 for January, 2 for February etc.

  9. anjali says:

    if in a column we write the value of total person for eg. 10 if we spent 1.33 paise each person then how we get total amount in next column and the result will in round form plzzzzz solve my problem sir................... thank u

  10. Hui... says:

    @Anjali

    If the value 10 is in B2 and 1.33 paise is in C2 the formula in D2 could be =B2*C2

    If the values are a column of values you can copy the formula down by copy/paste or drag the small black handle at the bottom right corner of cell D2

  11. sajid says:

    kindly share with me new forumulas.

  12. Biswajit Baidya says:

    How to convert a figure like 870.70 into 870 but 871.70 into 880 using excel formula ? Please help.

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