Of all the charting features in Excel, Sparklines are my absolute favorite. These bite-sized graphs can fit in a cell and show powerful insights. Edward Tufte coined the term sparkline and defined it as,
intense, simple, word-sized graphics
Edward Tufte
Sparklines (often called as micro-charts) add rich visualization capability to tabular data without taking too much space. This page provides a complete tutorial on Excel sparklines along with 5 secret tips.
What is a sparkline?
A Sparkline is a small chart that is aligned with rows of some tabular data and usually shows trend information.
Here is an example of sparklines in a project team status report.
Excel Sparklines Tutorial – 3 steps
Creating sparklines in Excel is very easy. You follow 3 very simple steps to get beautiful sparklines in an instant.
- Select the data from which you want to make a sparkline.
- Go to Insert > Sparkline and select the type of sparkline (you have 3 options – line, column and win-loss chart)
- Specify a target cell where you want the sparkline to be placed
- Optional: Format the sparkline if you want.
Here is a short screen-cast showing you how a sparkline is created.
Types of Sparklines in Excel:
There are 3 basic types of sparklines in Excel 2010. They are,
- Line chart
- Column chart
- Win-loss chart (useful for showing a bunch of wins & losses denoted by 1s and -1s)
Sparkline Formatting and Options – Explored
Whenever you select a cell with sparkline in it, you will find a new ribbon called as “Sparklines – Design” ribbon. This is where all the formatting options for sparklines are included. Some of the key formatting / customization options available are,
- Change the sparkline type – between line, column and win/loss
- Change the source data / target cells of sparkline
- Set different colors for first point, last point, highest & lowest points (applicable for column and line chart types)
- Set axis options (show / hide axis, set min and max value for vertical axis, set axis type to date axis etc.)
- Group / un-group a bunch of sparklines (you can change formatting options, axis settings en-masse when you group sparklines)
- Remove sparklines
Sparklines & Missing Data – How does it work?
- Non-numeric data: If the sparkline source data contains non-numeric data, they are neglected while plotting the sparklines.
- Errors & #NA values: If data has some #NA values, they are neglected
- Blanks: sparkline show blanks as gaps
- Zeros: If data has zeros, zero value is plotted
- Data in hidden rows / columns: If data has some hidden rows / columns, the values are neglected (unless you enable “Show data in hidden cells” option)
Sparklines in Tables & Pivot Tables
You can add sparklines to tables and pivot tables too. Adding them to pivot tables is a bit tricky but adding sparklines to tables is fairly straightforward and scales nicely.
5 Tips to use Sparklines better
Here is a bunch of quick tips & tricks for those of you starting on sparklines.
- You can auto-fill sparklines. Select the first set of values and add a sparkline. Now copy and past sparklines to auto-fill them based on data in adjacent cells.
- Change their size: When you adjust row-height or column-width of the cell containing sparkline, the size of sparkline changes too.
- Juxtapose sparklines with conditional formatting icons to create stunning charts and dashboards.
- If you want to copy a sparkline over to a ppt or document, you can use “copy as picture” option.
- Enable high / low points to highlight important values
Sparklines & Compatibility
Sparklines are available since Excel 2010. They work in desktop and web versions of Excel.
What happens when someone opens a file with sparklines in Excel 2007?
Sparklines don’t show up in if you open the file in older version of Excel (say Excel 2007).
How does Sparklines compare with other alternatives?
Sparklines vs. In-cell Charts
In-cell charts are a powerful and lightweight way to create bite-sized visualizations. The main technique is to use REPT formula to repetitively show a bunch of symbols (usually | symbol) to create a small chart. The advantage of this approach is that they work in any version of Excel. But the dis-advantage is that we can make only few types of charts (bar charts, column charts by rotating cell text, dot plots). Also, incell charts require some knowledge of excel formulas and creativity.
This is where Excel Sparklines shine, as they are very easy to create and maintain.
Sparklines vs. Conditional Formatting
In Excel 2007, MS introduced a bunch of useful Conditional Formatting options like icons, heat maps that effectively create small visualizations of underlying data. These features are further improved in Excel 2010, 2013 and 2016. While conditional formatting based visualizations are easy to implement and scale very well, there are only few options (a bunch of traffic lights, data bars etc.). This could leave you high and dry if you are looking for rich visualization options. these new features require the actual data to be present in underlying cells (which is a head-ache).
Again, sparklines shine as a simpler and easier alternative.
Sparklines vs. Shrinking an actual chart
We can take an actual chart, strip it of all the clothing (remove gridlines, axis, legend, titles, labels etc.) and resize it so that it fits nicely in a cell [example]. This is the easiest and cleanest way to get sparklines in earlier versions of excel. However this approach has one problem. It doesn’t scale. (ie if you want to get 2 sparklines, you need to do twice the work). Of course, we can write some macros to take care of that, but if you are open to macros, you might as well use SfE and save a lot of trouble. But this approach of shrinking a real chart is better as it gives you full power to customize the underlying chart (add multiple series etc.) which is not available in excel sparklines.
Download Excel Sparklines Tutorial Workbook
Click here to download Excel sparklines tutorial workbook. It shows all three kinds of sparklines in a simple dashboard format. Use the data to create your own sparklines to learn more.
Conclusions on Sparklines
The sparklines in Excel is certainly a great step forward in the world of data visualization. It brings ease and consistency to most users who want better visualizations but do not know how to create them. That said, Microsoft hasn’t really introduced any new types of sparklines since 2010. This is disappointing. Ideally few more types of sparklines such as these can help with dataviz.
On a lighter note, Kudos to Office Team at MS for not adding any 3D capabilities to these sparklines. That would have unleashed a fresh dose of chart monsters.
I use sparklines in most of my dashboards and business reports.
What about you? What are your thoughts on sparklines? Have you used them? What is your experience like? Please share your ideas, impressions and tips thru comments.
Additional examples on Sparklines:
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