With each passing day the amount of information contained in a single spreadsheet, slide, document is growing. Thanks to demanding bosses, clients and colleagues, we are now supposed to provide all the relevant information in as much less space as possible.
This is where micro charting or light weight data exploration has become a rage. The idea of shrinking a chart to fit in side a cell has been catching up with corporates and individuals alike.
In this post, we are going to review 7 of the MS Excel Micro-charting Alternatives so that you have a good idea of finding the right micro charting tool for your purpose.
1. Incell excel charts using REPT() spreadsheet function
Incell charting using REPT() spreadsheet is one of the easiest ways to include some data visualization capabilities to your excel tables without sweat. Click here to learn this technique of drawing incell charts.
Advantages:
- Very easy to implement
- No need to install any VBA or Add-ins
- Suitable for simple data visualizations in tables
Disadvantages:
- You can only make variants of bar charts
- Difficult to format, highlight specific points with out tweaking
- Not suitable for corporate environment where you need lots of visualizations on the tables
2. Incell charts using REPT(), cell formatting and conditional formatting
This technique involves using in-cell charts to prepare the micro chart and then using excel features like cell alignment and conditional formatting to provide additional information, thus making the charts rich. Learn more.
Advantages:
- Moderately easy to implement
- No need for VBA or add-ins
- Suitable for visualizing project plans, sales reports etc.
Disadvantages:
- Conditional formatting has limitation of only 3 conditions / formats
- Not suitable for complex visualizations
3. Resizing regular excel charts to fit inside a cell
By resizing the normal excel charts and removing all the chart labels, axis, background etc. we can get a micro chart effect with all the goodness of regular excel charts.
Advantages:
- Since most of us familiar with regular excel charts, this is an easy to implement technique
- All the chart types are available for micro charting, so you can create spark lines, pie charts, stacked bars etc.
- Easy to format, highlight charts
Disadvantages:
- Not all charts scale elegantly
- Needs a lot of formatting to remove all the chart labels etc.
- Not suitable if you have lots of charts to prepare as maintaining that many charts is painful
4. Using custom fonts / ding bats to create micro charts
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.
Advantages:
- Easy to implement
- Reduces lots of chart maintenance / creation work because of the fonts
- Suitable for simple visualizations
Disadvantages:
- Not shareable since other person need to have the font installed before seeing the spreadsheet
- Not for everyone, since installing fonts is often not possible on office computers
- Not suitable for complex visualizations / dashboards
5. Using Spark lines UDF from Daily dose of excel
If you are planning to get simple spark lines on your spreadsheet cells then Daily dose of Excel’s sparklines UDF can be handy for you. This technique takes a set of numeric values as input and draws a line in the output cell based on the input.
Advantages:
- Moderately easy to implement
- Suitable for instant spark lines
- Makes a good addition to your sales report, project plans etc.
Disadvantages:
- You need to install the User Defined VBA Function in order to get this work
- When sharing the work book with others, they need to enable UDFs / VBA to make this work
- Suitable only when you want spark lines
6. Using a free excel micro charting tool like Spark lines for Excel by Fabrice
Spark lines for Excel is an excellent alternative to make your reports / dashboards look truly professional without spending a penny. This is set of VBA UDFs defined to draw micro bar charts, line charts, bullet charts, reverse bullet charts, Pareto charts, Scale-lines, variance charts and cascade charts. The latest version is available for download on sourceforge.
Advantages:
- Totally free with truly world class micro charting in excel options
- Easy to implement if you know how to install UDFs / excel add-ins
- Suitable for enterprise class dashboards, sales reports
Disadvantages:
- Since this is a free / open source version, any implementation issues will have to be solved by you
- Requires installing UDFs on others computer or enabling VBA before you can share this with them
7. Commercial alternatives like Bonavista micro charts
Of course if you are a heavy user of micro charts and you (your company) needs a totally professional solution for your dashboards then you may want to consider one of the commercial alternatives like Bonavista micro charts.
Since they advertise on my site through Google ads, I am not planning to talk about this any further. But if you have any questions, drop a comment. Andreas, who represents both Xlcubed and Bonavista systems is a frequent commenter here and he would be happy to answer your questions.
So, which one should I use?
If you want a simple incell chart, use one of the REPT() based techniques.
and If you want a full fledged micro charts for you reports / dashboards then start with free excel spark lines and then if needed migrate to one of the commercial alternatives.
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