Advanced Gantt chart in Excel with drill-down feature

Ғылым және технология

Learn how to create a multi-level Gantt chart / Project Plan using Microsoft Excel. You can use this to drill-down to an individual module or department activities and see the progress, completion and upcoming items.
For the gantt chart template and more visit:
chandoo.org/wp/drill-down-gan...
ABOUT THE GANTT CHART TEMPLATE
================================
We can use Excel's conditional formatting, slicers and tables to quickly create an automated, interactive project plan (or Gantt chart). In this video, I will show you how to make such a chart from raw project plan data such as module, activities, start date and finish date. We will create the chart that can be filtered by a module (or other things like team, deliverable milestone etc.).
We will be using slicers for the user interaction.
Whenever there is new data or change to project plan, you can refresh the pivot table (shortcut CTRL+ALT+F5) and the gantt chart will be automatically updated.
#GanttCharts #ProjectManagement #MsExcel

Пікірлер: 113

  • @princeharryandmeghanmarkle3314
    @princeharryandmeghanmarkle33143 жыл бұрын

    Learned so much from this, thank you

  • @xbizuk1
    @xbizuk14 жыл бұрын

    Came in at the right time. Loved variety of conditional formatting

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks. Conditional Formatting can do so many wonders.

  • @shanmugavelu953
    @shanmugavelu953 Жыл бұрын

    Hi Chandoo, Thanks for your video. I am good in excel VBA and have done many projects in the past. After coming across your video, I realised excel has got so many builtin functionality and does not need complex VBA to acheive the same result. Good work.

  • @jhonalvarez5620
    @jhonalvarez56204 жыл бұрын

    Thank you very much for the video. It makes my job a lot easier

  • @miltontyotamkwaipo5034
    @miltontyotamkwaipo50343 жыл бұрын

    Your tutorial is very simple with very clear guidance and instructions. Very much appreciated.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks Milton.

  • @nivethamanohar8690
    @nivethamanohar869011 ай бұрын

    Wonderful tips and techniques! Thanks a lot!

  • @MPeixe1107
    @MPeixe11073 жыл бұрын

    Hello from Brazil! Your videos are just great, they help me a lot.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Glad you like them!

  • @rubenpereztorres4
    @rubenpereztorres411 ай бұрын

    Mr. Chandoo, you are really Awsome..!!! Thanks for this help, I've been looking for this explanation and finally is here..!

  • @MrAnandselva
    @MrAnandselva2 жыл бұрын

    Thank you very much for the details. This makes my job a lot easier

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Glad to hear that. All the best.

  • @anv.4614
    @anv.4614 Жыл бұрын

    Thank you so much Chandoo. very good technique.

  • @vijaychauhan5447
    @vijaychauhan54474 жыл бұрын

    Hello Sir I saw your all video. Your all video are very helpful. Thanks

  • @wmfexcel
    @wmfexcel3 жыл бұрын

    Nice use of MEDIAN. Awesome!

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thank you! Cheers!

  • @kaulamatoa
    @kaulamatoa3 жыл бұрын

    Great video, thank you!!!

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Glad you liked it!

  • @jansenstewart
    @jansenstewart3 жыл бұрын

    love the median rule for highlighting cell, very smart and simple calc.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    One of my fav formula tricks too 😀

  • @michibichi2212
    @michibichi22123 жыл бұрын

    awesome. thanks for doing this!

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks Michi...

  • @shyamsubran
    @shyamsubran2 жыл бұрын

    Hai! I am learning a lot from your uploads. Sessions are very descriptive and informative. Started using skills learnt from your videos and getting results. Fan of yours! Thank you and keep posting good sessions.

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Thank you Sh...

  • @anglerweekenderrizalzi3419
    @anglerweekenderrizalzi3419 Жыл бұрын

    thank for the awesome tutorial.....

  • @BikashRoy-pz5ti
    @BikashRoy-pz5ti2 жыл бұрын

    Really its great and helpful, thanks

  • @AndyLoweUTube
    @AndyLoweUTube3 жыл бұрын

    Nice video. There are some nice ideas in here and very clearly explained and demonstrated.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Glad you liked it!

  • @sharmacreatives255
    @sharmacreatives2552 жыл бұрын

    Simply superb sir 🙂

  • @voodmann
    @voodmann Жыл бұрын

    i really like that the date columns in the gantt columns dynamically expand and contract depending on the slice of the data set. do you know of a way to do this with a regular table using the default filters?

  • @shoaibrehman9988
    @shoaibrehman99884 жыл бұрын

    I really like date part in pivot table, overall lot of new things for learning, your all videos are very fruitful. New setup looks goods. Thanks Take Care Shoaib Rehman

  • @chandoo_

    @chandoo_

    4 жыл бұрын

    Glad you like them!

  • @wayneedmondson1065
    @wayneedmondson10654 жыл бұрын

    Hi Chandoo.. very nice chart and technique. Thanks for sharing! Thumbs up!!

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks Wayne...

  • @joseagundis1
    @joseagundis14 жыл бұрын

    All I liked, very well process. Best regards

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks for liking

  • @rachelth1
    @rachelth116 күн бұрын

    @chandoo I love the chart! It works brilliantly....until I tried to incorporate repeating activities (first example is 'Rachel holiday') and for that I would like one line item in the gantt chart with the actual holiday periods highlighted along the timeline - how can we get this view of exact dates and not just the whole time highlighted as a start and end from all of the line items for 'Rachel holiday'?

  • @farhadnasir4759
    @farhadnasir4759 Жыл бұрын

    Really amazing

  • @rizaldyesteban8934
    @rizaldyesteban8934 Жыл бұрын

    Thanks for the video which I learned, but I have a question, for making a gantt chart, how to do format when 1 activity in 2 or more different duration time?

  • @rrajapur
    @rrajapur Жыл бұрын

    Hi, learning a lot from you chandoo. I have a problem in a file of mine. When I put the data in pivot, the data is automatically sorted alphabetically, the original order is lost. How to get the same order when I put it in the pivot table.

  • @tagamag
    @tagamag10 ай бұрын

    By definition, Gantt needs to do much more than just tabulation of work. Take this example. Simple case: There is project task A, task B, and task C. A requires 5 days to complete, B needs 3 days, and C needs 10 days. A and C are independent tasks, while B can be done only when both A and C are complete. Resources P1 and P2 are working on the project. P1 works 0.5 days sometimes, and P2 always works full time. I want to distribute the work so that I can make optimum utilisation of their time and skills. In Gantt: I can put P1 for 10 days on A, so that A gets completed in 5 days (i.e. 10 calendar days, 0.5 working day each). Parallel, I can put P2 on task C. So, C and A both get completed in 10 calendar days = 15 workdays. If I have 6 or more calendar days in hand, I can put P1 on task B, and assign something else to P2, or vice versa. No Excel sheet allows these variations, unless we enter everything manually with arithmetic of work per day per person. These variations are critical for managing any practical work. Even if I am managing my personal work, I should be able to plan a portion of task every day and do multiple tasks in parallel, subject to their interdependency and priorities. Sadly, there is no alternative to Microsoft Project. If anyone has a freeware solution, please reply to this comment.

  • @jessc2064
    @jessc206420 күн бұрын

    Can the gantt chart show a baseline, forecast and actual durations? Can it also show milestones?

  • @xbrito3368
    @xbrito3368 Жыл бұрын

    Is there a way that 'date order' can be switched off so that rows remain in the order entered?

  • @miraclefeliciaadeline6105
    @miraclefeliciaadeline61053 ай бұрын

    I Like you video

  • @iliveinazoofoo
    @iliveinazoofoo6 ай бұрын

    At 15:13 you are fixing the highlighted empty cells by changing the formula. What is the formula? I cannot see and it is not working. I was using " ", Is that correct? You said not equal empty spaces?

  • @wasifabbas8160
    @wasifabbas81602 жыл бұрын

    Hi Your videos are great & beneficial for me specially for learning excel. I am working at this with little amendment as placing date in horizontal as showed in the video. I am trying to dynamic it as date start from minimum date in the start date and go to the end date in the table. Kindly address this issue as i am trying to do it through if condition at start date but as i drag it horizontally, table1 update columns & is not fixing it while if, i drag it vertically, it remain static.

  • @prakashsathyapriya
    @prakashsathyapriya3 жыл бұрын

    Excellent

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thank you so much 😀

  • @timplayer1
    @timplayer12 жыл бұрын

    Can you help me? How can i have a milestone light up in this chart? And is it possible to have like a different groups and then a topic and then the activity of the topic? That people can choose the group and topic in the slicer? Thanks in advance!

  • @JapjeetS
    @JapjeetS3 жыл бұрын

    @chandoo Hello, I got lost at "MIN(data[Start Date])", did you define a start date already in your sheet somewhere?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    We are using Excel tables in this. If you give your table a name, then you can refer to the columns of the table with tablename[column name] notation. That is how I am getting the earliest start date.

  • @melaniem.matute237
    @melaniem.matute2372 жыл бұрын

    Hi! Thanks for sharing the knowledge. I have a question regarding the zebra lines, how can I incorporate them at the Gantt without erasing the 'progress' bars?

  • @beardpower8670

    @beardpower8670

    2 жыл бұрын

    Sorry couldn't help myself, I figured I'd answer your question. Click Conditional Formatting → Manage rules → From there move your zebra line rule to the bottom. Hopefully that helps.

  • @pandharinathjoshi6565
    @pandharinathjoshi65653 жыл бұрын

    Very well sir

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thank you Joshi ji.

  • @harkrishanchinnarasu
    @harkrishanchinnarasu5 ай бұрын

    great work .thanks for your video . is it possible to add time on gantt chart

  • @agrinnovation
    @agrinnovation2 жыл бұрын

    this is very useful. wondering if you have similar video to create Gantt chart by quarters instead of days..

  • @ROOOPSS
    @ROOOPSS Жыл бұрын

    You are a real "Puli" .. I am a mallu.

  • @darshanapatil2920
    @darshanapatil2920Ай бұрын

    Hello Chandoo, Workday function is returning wrong date, returns excess of 2 days. Pls help.

  • @irfansadiq8448
    @irfansadiq84482 жыл бұрын

    Thank You. I have one question how did you move/created the module slicer in the plan sheet, whereas the pivot is on another sheet.

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    I think I explain it in the video. You can make the slicer, cut it and paste it on the other sheet.

  • @mriduyadav8007
    @mriduyadav80078 ай бұрын

    hi. I have made a planned vs actual Gantt chart. but it has a problem, every time I add a new activity, I have to copy planned and actual formula in that whole row. Is there any formula or coding in vba so that formula applied by itself in the row looking/searching for planned or actual keyword? Please tell.

  • @jhonalvarez5620
    @jhonalvarez56204 жыл бұрын

    Once I saw a file in which the cells were compressed and decompressed by means of a character symbol inside a cell, similar to grouping and ungrouping applying schema, with the disadvantage that when applying it, the working field is compressed and is not optimal . I will greatly appreciate your help with this. Greetings from Peru

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Could it be selectable cell technique demoed here - chandoo.org/wp/show-details-on-demand-in-excel/

  • @tahirvlogs1104
    @tahirvlogs11043 жыл бұрын

    How to do a Monthly gantt chart? any idea? I don't want to show days/week in that chart and is this possible to make that automated too?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    You can use =EDATE(previous date, 1) to move the date on top by months.

  • @gururaj267
    @gururaj2679 ай бұрын

    Super one for all, please tell us how to add today's line in Excel also. Thank you

  • @A_Proud_Indian
    @A_Proud_Indian3 жыл бұрын

    Microsoft launches MS project, Chandu oh f off, let me build it in excel

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    😂🤣

  • @marlondayday
    @marlondayday3 жыл бұрын

    What version of excel did you use?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    I am using Excel 365 in this video, but you should be able to apply this on Excel 2013 or above...

  • @riiximbhaanot1818
    @riiximbhaanot18182 жыл бұрын

    Many thanks DEar Chandoo for insighful video. This really saved my day for a client's project plan. One query- How did you bring slicer on Gantt chart sheet from Pivot table?

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    You can make the slicer, cut it (CTRL+X) and paste it anywhere else.

  • @riiximbhaanot1818

    @riiximbhaanot1818

    2 жыл бұрын

    @@chandoo_ Great thankyou for being such a wonderful being 😊. Have a great time 🌼

  • @GAKTomory
    @GAKTomory3 жыл бұрын

    Just getting started, How do I add weekends? I need a full calendar week not just week days?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Refer to this video where I show another method (with weekends ofcourse) - kzread.info/dash/bejne/eIyi262OZtvAlaw.html

  • @alisarfaraz3763
    @alisarfaraz37633 жыл бұрын

    How to use median formula for WEEKLY timeline or MONTHLY time line ?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    You can't use MEDIAN for that. You need a range overlap function. Something like this: chandoo.org/wp/date-overlap-formulas/

  • @alisarfaraz3763

    @alisarfaraz3763

    3 жыл бұрын

    @@chandoo_ its not working for smaller durations within the week but i got a work around .. =IF(MEDIAN(WEEKNUM($B24),WEEKNUM($C24),WEEKNUM(J$8))=WEEKNUM(J$8),"R",0)

  • @saisasidharbagavathula834
    @saisasidharbagavathula8342 жыл бұрын

    How to represent delay in activity in Gantt chart

  • @InsideMyWall
    @InsideMyWall2 жыл бұрын

    I want to prepare a cost forecasting report into a Gantt chart. I have the cost between a duration and i want to allocate the cost monthwise. Kindly make a video on that.

  • @afrinmahaboob6101
    @afrinmahaboob61012 жыл бұрын

    Hi I am Afrin, How can I hide the grand total row in the pivot sheet. I have downloaded your template but could not find the solution. could you please tell me?

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Hi Afrin... Select the Pivot Table Go to Design Ribbon Click on "Grand Totals" and off them for rows & columns.

  • @aslamrangrej2714
    @aslamrangrej27143 жыл бұрын

    I have abbreviations of activity. I want to display it in my chart instead of highlighting. Is there any way ?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    You can use formulas to pull the activity abbreviations. As the cells are narrow, you may not be able to show much though.

  • @fengxu5625
    @fengxu56252 жыл бұрын

    what if the actual is different as plan ? how do it in one view?

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    You can see this page for some ideas - chandoo.org/wp/gantt-charts-project-management/

  • @reshmagola6961
    @reshmagola69613 жыл бұрын

    This video was really helpful! Would you be able to show us or update the template to roll it up to "quarterly" views?

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Thanks Reshma... Good idea. I will make next-level version of this.

  • @reshmagola6961

    @reshmagola6961

    3 жыл бұрын

    @@chandoo_ Thanks so much! I wonder if it could be made for 2021 dates too. :)

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    Certainly.

  • @phamquyen0201
    @phamquyen0201 Жыл бұрын

    Please shoe us how to highlight today?

  • @ronakjangam4238
    @ronakjangam42384 жыл бұрын

    First comment

  • @hanzreyes2854
    @hanzreyes28542 жыл бұрын

    How to make a gantt chart, that the highlighted cells will affected the date start & date end instead. I.e. I need to highlighted cells or move the gantt chart in order to balance the manpower for the project, and in doing so, I need the date start and date end will follow the gantt chart bar or the highlighted cells, and in addition each cells I need the input number of manpower and sum it at the bottom, in doing so I will know how many manpower need in daily basis for a specific project. Thanks.

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Unfortunately, this is not an easy thing to do with Excel. Please use a Project Management software like MS Project or trello

  • @hanzreyes2854

    @hanzreyes2854

    2 жыл бұрын

    @@chandoo_ Luckily one of my friend manage to do it, it completed my excel project management life!!!

  • @VinodNawab
    @VinodNawab3 жыл бұрын

    Excellent. Kindly show us a way to create two parameters on top side bar (from Start Date to End Date you showed there in terms of Month / Date) - we want to show working dates and number of hours per day. This way we should plan scheduling, in which we may enter number of working days per week. A provision to input for any other holiday or OFF also.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    You can easily customize the template to add those feature Vinod. Give it a try. You would need workday.intl formula to enable custom working days situation.

  • @VinodNawab

    @VinodNawab

    3 жыл бұрын

    @@chandoo_ I tried same chart on time frame basis, initially distributed all activities within 24 hrs (planned all to happen in a day, otherwise it was difficult to differentiate 8:00 AM ) but failed.

  • @VinodNawab

    @VinodNawab

    3 жыл бұрын

    @@chandoo_ we used 11/05/2020 8:00 AM as Start Time / End Time format, so look forward to write function for the task bar, as you wrote =MIN(data[Start Date]) in the above video

  • @vikasanand3170
    @vikasanand31703 жыл бұрын

    Very informative video, but half work done. Please guide how to track plan vs actual progress in same format. Will be really very helpfull.

  • @chandoo_

    @chandoo_

    3 жыл бұрын

    You can add another set of conditional formatting rules and that should work. Visit chandoo.org/wp/category/project-management-2/ for some inspiration and ideas.

  • @vikasanand3170

    @vikasanand3170

    3 жыл бұрын

    @@chandoo_ thanks for replying. If possible pls make a video on plan vs actual tracking on gantt chart. It will b helpful for millions of people.

  • @imrantpharma
    @imrantpharma2 жыл бұрын

    Sir How to make that module window for different sheet Plz guide

  • @chakra531
    @chakra5312 жыл бұрын

    please explain the shortcut keys you are suing at each stage. please add it to the captions or modify the video to show the same, without the shortcuts, the whole tutorial is useless to a beginner like me because it cant be reproduced

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Did you somehow miss the word "advanced" in the title? Please watch my begginer Gantt chart tutorial here. kzread.info/dash/bejne/eIyi262OZtvAlaw.html

  • @gulabjamun6897
    @gulabjamun68972 жыл бұрын

    My friend name is also Chandoo

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Say hello to him :)

  • @vijaychauhan5447
    @vijaychauhan54474 жыл бұрын

    One time I send you one comment Can you make grocery items stock report.

  • @chandoo_

    @chandoo_

    4 жыл бұрын

    Good suggestion Vijay... I will create a template like that and share later. Meanwhile, check this generic tracking template and use it - chandoo.org/wp/create-an-excel-tracker/

  • @medicalparasitology3431
    @medicalparasitology34312 жыл бұрын

    Good morning sir, I have a project in excel and i need your help. How can I contact you by telegram?

  • @chandoo_

    @chandoo_

    2 жыл бұрын

    Thanks MP. I am not taking up any consulting work at the moment. I suggest finding some help thru freelancing websites such as upwork or fiverr.

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