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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6 Responses to “Nest Egg Calculator using Power BI”

  1. Sandeep Kothari says:

    Wow! What a Powerful article!

  2. ravi says:

    Hello Chandoo Sir

    your file does not work with Excel 2016.
    how can I try my hands on this powerful nest egg file ?

    thanks

    Ravi Santwani

  3. Himanshu Patidar says:

    As always, superb article Chandoo... 🙂

    Just one minor issue:
    While following your steps and replicating this calculator in PowerBI, I found that the Growth Pct Parameters should be set as "Decimal number" not "Whole Number"
    OR
    we have to make corresponding adjustments in the Forecast formulas (i.e. divide by 100) to get accurate results.

    • Chandoo says:

      You are right. I used whole number but modified the auto created harvester measure with /100 at end. Sorry I did not mention it in the tutorial.

  4. FrankT says:

    Instead of
    [Growth Pct 1 Value]/12
    the monthly rate has to be
    (1+[Growth Pct 1 Value])^(1/12)-1

    It's a slight difference but in 30 years the future value will be $100k less.

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