Recently, we discussed about the case of unwieldy data and how we lookup what we want using formulas like SUMIFS. Today, let us learn few more ways to solve the same problem.
First, a re-cap of the problem:
Here is a data-set:
The problem – build a lookup formula
And the problem. Oh, simple. Write a lookup formula to find how many customer walk-ins we have on any given day.
In the previous article, we discussed how to use SUMIFS to solve this problem. There were several amazing & awesome solutions shared by our readers in the comments section too.
Suitable structure spawns simple solutions
Poorly structured is the 2nd biggest problem of analysts. The first one is not enough coffee. That is why there is a dictum in the data analytics world.
Structure is everything
So, we can easily solve our lookup problem, if our data were to magically re-arranged in 2 column fashion – Data & Value.
This transformation can be done in 2 ways:
Option #1: Transforming Data – Using Formulas
We can use data fetching formulas like OFFSET or INDEX to re-arrange data in 2 columns.
Assuming,
- Our 2D data is in a named range data,
- There are running numbers starting with 0 in the cell J5
We can use below formula to fetch first column:
=IFERROR(INDEX(data,2*(INT(J5/7))+1,MOD(J5,7)+1),"")
for the second column, below formula works:
=IFERROR(INDEX(data,2*(INT(J5/7)+1),MOD(J5,7)+1),"")
How does this formula work?
I will explain the formula for first column. Deciphering 2nd column formula is your homework.
Here is the formula again: =IFERROR(INDEX(data,2*(INT(J5/7))+1,MOD(J5,7)+1),"")
Before understanding the formula, let’s take a minute to examine the structure of our raw data.
- Odd rows contain dates
- Even rows contain values
- There are 7 columns in total
- So to get the first date, we need to go to row 1 (first odd number), column 1
- To get the first value, we need to go to row 2 (first even number), column 1
- But to get 8th date, we need to go to row 3(2nd odd number), column 1
- So on
Let’s go from inside out.
2*(INT(J5/7))+1portion: This gives row number (ie odd number). J5 refers to running number and its value is 0. So we get 2*(INT(0/7))+1 = 1- This will be 3 when J5 becomes J12 (ie 8th date)
MOD(J5,7)+1portion: This gives column number. It will result in values 1 thru 7 in a cyclical fashion. Thanks to MOD.INDEX(data, ..., ...)portion: Now that we have both row & column numbers, INDEX formula kicks in and gets the corresponding date.IFERROR(INDEX(...),"")portion: This is to help in case we ran out of all dates & values in our INDEX formula. Read about IFERROR here.
Once you have the formulas for first date & value, simply drag them to get rest of the values.
Option #2: Transforming data – Using VBA
VBA Macros are perfect for scenarios like this. Usually transformation is something you need to do every-time you import data from external systems. So simply write a macro that can do this automatically.
Assuming our data is in the range data and the first cell of our extraction range is startHere, you can use below macro:
Sub rearrangeData()
'takes the values in DATA named range and rearranges them
'from the named cell startHere
Dim cell As Range, i As Long, j As Long, evenRow As Boolean, firstRow As Long
i = 0
j = 0
firstRow = Range("data").Cells(1).Row
For Each cell In Range("data")
evenRow = (cell.Row - firstRow + 1) Mod 2 = 0
If evenRow Then
Range("startHere").Offset(j, 1).Value = cell.Value
j = j + 1
Else
Range("startHere").Offset(i, 0).Value = cell.Value
i = i + 1
End If
Next cell
End Sub
How does this macro work?
Before jumping in to the lines of code and demystifying the logic, Let’s understand what we need to do:
- For each cell of data,
- If it is in odd row, put the cell data in Date column at end
- Else, put the cell data in Value column at end
- Repeat
This is what our code is trying to do.
Let’s examine the For Each loop, as this is the most critical part of our macro.
- For each cell in the range data
- We check if we are in evenRow using simple arithmetic on row numbers
- If we are in evenRow then
- We put the cell value in row j (number of values so far), column 2
- We increment j
- Else
- We put the cell value in row i (number of dates so far), column 1
- We increment i
- Close the IF condition
- We check for next cell in the data range
Advantages of Transformation over SUMIFS approach
Both options for transforming data have few advantages:
- They work with any type of data (unlike SUMIFS, which works only for numeric lookups and has few other issues)
- Once data is restructured, you can do other types of analysis like creating pivot tables, adding extra calculated columns etc. easily.
Download Example Workbook
Click here to download example workbook that shows original SUMIFS solution, both options for transforming data & few other formulas. Play with it to learn more. Check out the code by pressing ALT+F11.
How would you transform data?
My favorite techniques for transforming data are – VBA, formulas, Power Query, pivot tables & SQL. Depending on the situation, time availability, where my data is, I choose one of these options to scrub my data.
What about you? How do you clean up / scrub data like this? Please share you thoughts & tips with us in comments.
Instructions for washing your dirty data
If your work involves scrubbing dirty data, check out below tutorials too:
- Extract numbers from text using VBA and formulas
- Filling blank cells with above values in tables
- Cleaning up in-correctly formatted dates
- Fixing in-correctly formatted phone numbers
- Reverse a list using INDEX formula
- Transpose a table using formulas
35 Responses to “Quick and easy Gantt chart using Excel [templates]”
"Please share your experiences and ideas using comments"
For those willing to go VBA, XL can do far more w/Gantt Charts. Compare to PapaGantt. https://sites.google.com/site/beyondexcel/project-updates/papagantt-thebigdaddyofxlganttcharts
While making PapaGantt was neither quick nor easy, using PapaGantt is both, not just for displaying Gantts, but for scheduling tasks as well.
is it possible to get a xls(m) file ?
instead of a zip-file with .xml-files ?
i cannot open it with excel :/
Regards
Stef@n
@Stef@n
Try saving the file and then open from Excel as opposed to opening directly from the post
Also try this link: http://img.chandoo.org/pm/quick-gantt-chart-template.xlsx
Thanks very much for this workbook idea.
To slightly up-scale functionality I added:
1. conditional format for when the cell value =2 to be red which could be used for critical path or other activity highlighting needs (milestones perhaps)
2. conditional format for when the cell value =c to be green which could be used for showing activity progress
3. conditional format for the same range where formula =DATE(YEAR(D$5),MONTH(D$5),DAY(D$5))=TODAY() and set custom to ;;; and cell fill colour to a light blue. This will highlight today down the whole table to allow quick assessment of activity progress to plan. Anything not green upto where the date indicator is shows activity is behind the plan. Opposite for tasks ahead of the plan.
(There is probably a better way to get the same result but this works for now. If there is please post for us to share.)
Hope this made enough sense.
Also, thanks Craig for the link. I'll have a better look soon.
Regards,
Darren
Hey Chandoo,
I actually made one of these for a friend of mine but added an extra level of automation.
Rather than putting in 1 on all the dates the activity occurs, I added a column for start and end date of each project. Then I used formula along the lines of :
=IF(AND(DateAtTop >= Start Date, DateAtTop <= End Date),1,"")
Then used the same conditional formatting where 1 was coloured.
I thought this was a nice touch, especially if a project lasts for many days.
Let me know what you think 😉
Lucas
P.S. First time I've posted here, love your work btw!
Hi Lucas... welcome to the comments and thanks for your first of many comments.
I like the idea. In fact, it was one of the first Excel tricks I ever learned (to use conditional formatting to automate things like this). See this (written almost 6 years ago)
http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/
and scroll-down to the tip on gantt charts. 🙂
I liked this approach and tried adding it into the Conditional format via Formula = statement. It workd fine with just the AND statement but then I realised you need the "1"'s to calcluate the duration.
I then put the whole IF statemnt in but it hasnt worked. Any thoughts?
Ta
Hi Lucas and Darren,
I tried the conditional formatting but I really don't succeed in getting the solution. Do you have a template of this?
Thanks in advance
Br
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[…] via Quick and easy Gantt chart using Excel [templates]. […]
Excellent, thanks for this tip and expample.
I had a monthly reporting template very similar to this, but was done in excel which needed more manual inputs.
I used your exmaple and updated my monthly group reporting plan.
I further devided the day into 4 quarters to make it easy for us to followup on different tasks.
Now, I just have to update the start date, and everything gets udpated by itself in fraction of a second.
Thanks once again. love your daily udpates.
Wow.. glad to hear that.
Hi Prahlad,
Can you share ur template even i am looking for similar kind of template .where i want day duration ,split in hrs and each task effort represented in hr spent by each resource .
Thanks
savi
Hi Chandoo,
Can you guide on preparing an indian version of the captioned sheet. We have saturdays working :-(, and only one day weekly off on sunday.
Regards-Prajay
Hi Chandoo,very useful post.i need gantt chart for inventory module.
[…] Quick and easy Gantt chart using Excel […]
Hi.
Really usefull post. I would like to know if i can also include weekends.
Thank you
Hi Chandoo, thank you for the great job, I was wondering if you can customize this sheet for Inventory planning purposes?!
thank you indeed
This was so helpful. ive been through about 10 different tutorial type things and this has to be the best so far, helped me out a great deal. and now my boss is happy i can make gantt charts!
thanks
This's a great post, thanks for sharing
Hi Chandoo,
Thanks for the excel tutorial. I wanted to make a simple modification, however it will cause issues with the duration part. I created another rule/cell marked 2. For my project I want to show a projected timeline and then an actual timeline. The issue is that the duration is being logged for when I enter 2, which I want to be projected and not actual. Will you please assist in letting me know how I can create a duration for both project and actual on the same line?
Thank you,
Steven
Showing vertical line between every week is very useful for me, I used to do it manually. Thanks so much!!
But how about, my gantt chart included Saturday & Sunday, and I want to show the vertical line after Sunday, could any expert teach me how to fix it. Thanks again.
This was so helpful - thank you! I had a bit of trouble with the end of the week conditional formatting over-writing the filled cells but switching the order of the rules sorted it out. Needed to put together a gantt chart quickly for an important bid at short notice and this was just the job - thanks for taking the time to post it. Much appreciated.
This is the first time I'm reading a tutorial that actually makes sense 🙂 This is absolutely great, with only one minor issue I can't seem to figure out on my own. How do I include weekends in (or instead of) the Workday formula? Thank you!
[…] This template I made myself but I inspired from Chandoo.org. […]
Hi,
Sometimes I must work at weekends - it is possible to modify the dates so that you can include Sat + Sun as well?
Thanks,
H
Nice gantt chart template chandoo, simple but useful
Thank you so much for this excellent guide! I have adapted this to show scheduled activities at multiple project sites weekly over the course of the year, including active and proposed work. With just a tiny bit of tweaking to your tutorial, I was able to create a chart that suited my needs perfectly!
Thank you very much for idea sharing .very innovative workday formula is showing 5 days but i want 6 days , is there any other option plz reply..
i got it friends..
=WORKDAY.INTL(F4,1,11)
hhhhhh
@Somnath
I also like the structure using =WORKDAY.INTL(F4,1,"0000001")
where each day is a 0 or 1
Hi thanks a lot for the tuto!! It helped me a lot!!
But can you tell me how can I add a vertical line representing today on it?
@Cynthia
Open the template
Select D7:DS26
Goto Conditional formatting
New Rule
Use a Formula
=D$5=today()
then set the format as a Red Right Hand Border only
Apply
Do not select stop here for the rule
Hi Chandoo,
I purchased your Project Management templates a month ago and have not had the chance to thank you for the great templates. Thank you!!!!! It has saved me a lot of time creating and re creating templates. Unfortunately, I had to do a lot of customization but it's not that bad. I am now in the process of customizing my GANTT which my boss thinks is too granular. He doesn't want to see a weekly grant. Only the months should be showing. I have researched and researched but to no avail. Do you have any examples I can look at?
Hi Chandoo,
thanks so much for all your tips on Gantt Table.
I'm actually building one at the moment and want to use the conditional formatting. However, I always get into trouble with that when I have to add new lines. I don't know the final size of my table yet and I eventually also want other people to be able to work with it.
Conditional formatting tends to "split up" into various "applies to" ranges when you insert a new row or copy and past values from somewhere.
I'm sure you've come across this issue already... So far I couldn't find a feasible solution to this. I was wondering if you had an idea / suggestion for me?
Thanks so much!!!
Nadine