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,
Step 1: Set up project plan grid
First step is simple.
In a blank worksheet, set up an empty grid like this:
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.)
- Select D5 and point it to C3 by typing =C3
- Set D6 to the same value as D5 by typing = D6
- Now, both D5 & D6 contain the same date. (Why 2 dates? You will understand in a minute!)
- In next column (E), we want the next working day.
- So in E5 type =WORKDAY(D5, 1)
- 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.
- 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.
- Drag E5 sideways for all the dates.
- Drag D6 sideways for all the dates.
- Our dates are ready!
Here is a demo of all the steps:
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.
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!
- Select the entire grid (excluding activity names, durations & dates)
- Go to Home > Conditional formatting > New rule (Related: Introduction to conditional formatting)
- Specify a rule to fill color in all cells with 1.
- Also, set cell formatting to ;;; so that the contents (ie 1s) are not visible. (Related: Making cell contents invisible)
- See the conditional formatting rule I have used below:
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:
- Select the grid again.
- Add a new conditional formatting rule
- Select the type of rule as “Use a formula…”
- Use this formula =WEEKDAY(D$5) = 6
- Set up formatting so that right-side vertical border is shown when the rule is met.
- You are done!
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.
- Excel Project Management page – huge collection of tips, resources and downloads.
- Gantt charts using Excel
- Project status dashboard using Excel
- Project Portfolio dashboard using Excel
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.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.