How to create a Gantt chart in Excel step by step

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July 28, 2023
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Kevin Stratvert
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How to create a Gantt chart in Excel step by step

TL;DR

Start by listing tasks with start dates and durations, then calculate completion dates using the WORKDAY function to skip weekends. Create a stacked bar chart from the data, hide the first series, and adjust axis in reverse order so the chart matches the task list. Finally tune bounds and formatting for readability and dynamic title updates.

Transcript

Hi everyone, Kevin here. Today, we're going to  look at how you can make a super simple Gantt chart in Excel. A Gantt chart is frequently used  in project management to track how a project is progressing. Let's check out how to do this. Here  I am in Excel, and if you'd like to follow along, I've included a link to this workbook down below  in the ... Read More

Key Insights

  • A Gantt chart is built by combining a start date with a duration for each task.
  • The key to accurate timing is using the WORKDAY function to skip weekends when calculating completion dates.
  • Durations are stored in a dedicated column and drive the length of the bars in the chart.
  • A stacked bar chart is the method used to simulate a Gantt chart in Excel.
  • One series is hidden to reveal only the task duration bars, creating the Gantt effect.
  • Reversing the axis order aligns the chart with the task list for easier reading.
  • Adjusting the axis bounds removes unnecessary gaps at the chart’s start and end.
  • Dynamic chart titles can reflect changes in the underlying data automatically.
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Questions & Answers

Q: How to start making a Gantt chart in Excel from a task list?

Begin with a table that lists each task, its start date, and its duration in days. Use the start date as the baseline and the duration to determine how long each task will run. This data is then used to build a stacked bar chart that visually represents the project timeline.

Q: What Excel function helps exclude weekends when calculating completion dates?

The WORKDAY function is used to compute the completion date by adding the duration to the start date while automatically skipping weekends. This ensures the Gantt chart reflects working days rather than calendar days, improving realism of the project schedule.

Q: How can I convert start dates and durations into a visual Gantt bar?

Create a stacked bar chart using the start dates as the first series and the adjusted lengths as the second series. The stacked bars create the visual timeline, with the second series representing the actual work duration starting from each task’s start date.

Q: Why hide a chart series when making a Gantt chart?

Hiding the first or unwanted series simplifies the chart to show only the visible task duration bars. This technique creates the classic Gantt appearance where the bars indicate work periods and the hidden base dates provide the starting alignment without clutter.

Q: How do you align the chart with the task list order?

Reverse the category axis order in the chart’s axis options. This makes the order of tasks on the chart match the order in the data table, improving readability and ensuring that the top task in the list appears at the top of the chart.

Q: How can I remove the large initial gap in the Gantt chart?

Set the minimum bound of the axis to the first task's start date and the maximum bound to the final end date. This confines the chart to the project window and eliminates unnecessary whitespace before the first task starts.

Q: What tweaks improve readability of the date axis in a Gantt chart?

Format the date axis to your preference, such as rotating or angling the date labels, and adjust the interval to show the desired time unit. Proper formatting makes the timeline easier to read and interpret at a glance.

Q: Can the chart title reflect data changes automatically?

Yes, you can link the chart title to a cell containing the title text. When the cell content changes, the chart title updates automatically, allowing dynamic labeling that stays in sync with the underlying data.

Summary & Key Takeaways

  • The tutorial guides you to build a Gantt chart in Excel by preparing a data table with start dates and durations, then turning it into a stacked bar chart and hiding the non essential portion to reveal the Gantt visualization. It emphasizes aligning data order with the chart and updating the chart title dynamically.

  • The process uses the WORKDAY function to account for weekends, converts dates to numeric values for charting, and applies axis formatting to improve readability. It also covers removing gaps by setting minimum and maximum bounds and adjusting text orientation for clarity.

  • The result is a visually clear Gantt chart created with standard Excel tools, showing task progress relative to a defined start date and duration, without needing a dedicated Gantt feature in Excel.


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