0 Flares Filament.io 0 FlaresA Gantt chart is used to plan and track the progress of a project. Although Excel does not contain a Gantt chart feature (maybe one day), its tabular structure and wealth of tools provide us with the means of creating one.A Gantt chart can be created in many ways to match your requirements.
Using the Excel Gantt Chart TemplateThis Excel Gantt chart template uses fixed scheduling on its tasks and provides a timescale of 1 full year from the project start date. To use the template;. Enter the project start date in cell E1. Enter the ID and name for the tasks of your project. Enter the task’s estimate start dates and durations. Enter the% completion to update the chart with the progress of the project.Download the.Let’s look at what was used to build this Gantt chart in Excel.
A Thermometer ChartA thermometer chart has been used at the top of the sheet. This chart is used to visualise the progress of the project easily. It uses the data stored in cell E4 which calculates percentage completion.See. Freeze PanesThe freeze panes feature is used to ensure that the project overview section and timescale at the top of the sheet, and also the table of task data to the left are both always visible as you navigate around the sheet. Conditional FormattingConditional Formatting has been used extensively in this Excel Gantt chart template to display the task progress, task% completion, non working days and today’s date.There are 5 Conditional Formatting rules in total.
To view the Conditional Formatting rule;. Click the Home tab on the Ribbon. Click the Conditional Formatting button and select Manage Rules. Select This Worksheet from the Show formatting rules for list at the top of the dialog box.Format as TableThe Format as Table table feature found on the Home tab has been applied to range A6:F18. The table will grow automatically has new tasks are entered into the list. The table is named Entry.A table is also used on the non working dates on the holidays sheet to automatically change in height if more holidays are added. Workday FunctionThe Workday function is used to calculate the date a specified number of working days before or after a specified date.This function has been used in the Gantt chart to calculate the finish date of each task. Non working days are entered on the Holidays sheet and included in the calculation.Learn more about.
Hi I’ve been working on putting a Gannt chart together and have a basic format put together which works nicely be very happy to share it with you to look over for some advice.The one you have put together pretty much nails what I’m after however one thing I noticed is that when a task spans over a weekend and you update the completion to 100% the black actual falls 2 days short due to the weekend. Is there a fix to this?I also wanted to ask whether you had any thoughts on how to change the colour of the acticity to represent different stakeholders.
I would like to have say blue for Internal Stakeholders & Red for external is this a possibility?any help advice or tip would be much appreciated.thanksMichael. This is an excellent Excel Gantt chart template. I prefer it to others because it is all on the worksheet, and doesn’t use a bar chart for the representation.However, I also noticed the percent complete does not work across weekends and holidays. The problem is simply that the conditional formatting formula is only counting the duration days for the task and not counting the weekends and holidays. I fixed this by changing the first conditional format formula, substituting the difference in finish date and start date (E-D) (that compensates for weekends and holidays) for the number duration days (C).So, instead of AND(G$6=$D7,($C7.$F7)=1), use AND(G$6=$D7,(($E7-$D7).$F7)=1). Works like a charm! Hi there.I have a few basic questions.
How do i change this so that monday is the first day of the week?Also why does it add so many days to the chart. I say 5 days and it adds them as 7 on sum row and 8 on others? Is it possible to high light certain tasks in a custome colour? Enigma tv server cracking.
Is it possible to add a box that says how many tasks are to be completed that week?Sorry i know this is alot of questions but i really am the most basic of users and find this sheet be very useful for what i need.many thanks. Thank you Alain for your kind words.
In answer to your questions;With the defined name and the table. This is done to make the defined name (holidays) dynamic. I need it to grow automatically if new dates are entered in the list so that the Conditional Formatting rules automatically pick these up.Now there are other ways of achieving this so a Table and defined name is not necessarily the way to go, but it gets the job done.With the Conditional Formatting rule, they must do.
Aslong as we have our mixed reference in there (G$7). CF knows to check the dates of that task for that row only. It is kind of the direction of travel as it compares the criteria. I am looking/using this Gantt chart for the first time. First look says that it is just what I have been looking for. So far, I am also having trouble getting the link to give the updated file to include the correction for the% complete conditional formatting. My copy of the chart only has four rules.
I have added a new rule, but I have not yet worked out the kinks. I have “Use a formula to determine which cells to format” Rule Style selected. This is what I have inserted for the “FORMAT VALUES WHERE THIS FORMULA IS TRUE”:=AND(G$6=$D7,(($E7-$D7).$F7)=1).I am also having trouble with the thermometer percentage bar.
Even when I give the% complete cells(F column) all 100%, the thermometer bar only goes to just under 60%.Thanks in advance. Hi Alan, thanks so much for the chart, it is really going to help me out with my project.I’ve modified it to the needs of my project, but one thing I can’t seem to be able to do is include the weekends as working days. For one one of my tasks i entered 14 days, but it is showing as 20 on the Gantt chart. From what I understand I need to change something to do with the ‘Conditional Formatting Rules’, right? Would it be possible for you to help me with what it is that i need to change, as I’m struggling to understand how the ‘rules’ work and what they mean.
Hi Alan thank you for this template. Couple of questions, looks like some formatting is missing from the template when I down load it. The bar don’t change color based on percentage complete.
Looks like one of your conditional formatting formulas is missing. Can you please verify and correct or email me a copy with that in it.
Secondly I have several projects with many tasks and due dates, is there a way to give each project a tab and have a master tab that has all the tasks and can sort them by due date so I can work on all tasks from one tab? Thanks, cheers! Hi Jay,Sounds like you have an Excel version prior to 2010. The formatting for the% complete references a couple of cells on a different sheet (the calculations one).
Excel could not do this without using a Range Name or something prior to the 2010 version. You will need to copy and paste the data from Calculations to somewhere on the same sheet and modify the formatting references.As for the multiple projects. Almost anything can be done.
First thought is that a macro would be best due to the intensity of the work. Formulas can be used such as VLOOKUP to link it up, my only thoughts are that if there are alot of task this may weigh heavily on the file and slow it down.Alan. Hi AlanI’m having trouble with the percentage completion formatting.
I added new rows and copied the formatting down (columns A-G, from row 12), but the conditional formatting on the right didn’t come up once I’d carried on populating duration, dates, completion, etc.I tried using format painter, which did recognise the start & duration data, but then it didn’t recognise percentage complete and kept the cells blue (not changed to black).Any ideas what I’ve done wrong? I’m using Excel 2010.Thanks. Hi Ads,Sounds good.
You would need to add 12 new Conditional Formatting rules if you want to keep the red dashed todays date indicator. 2 rules for each department.Click anywhere in the area of the task bars and then click the Conditional Formatting button and Manage Conditional Formatting Rules. They would be added here between the black one and the blue ones. Each rule would just be a slight enhancement on the previous rules.For example the current formula for standard blue bar indicator is;=AND(G$6=$E$2,G$6=$D7,G$6=$D7,G$6. Thanks Lis.If you download the original file, click on any cell in the chart area and then click Conditional Formatting and Manage Rules.You will see two rules are used to create the dashed line. One at bottom of the list of rules to create dashed line on cells with no activity and another second from the top to create the dashed line aswell as the blue task bar.Select each in turn and click Edit Rule to see the formula and adapt for your redone template.
The formatting itself you can change if necessary. I just did a red dashed line as left hand border. Hi AlanAwesome Gantt template. I am having a problem though. Why do the the bars lose their CF when you zero out the very first task on row seven? I thought it was something I was doing wrong, but I re-downloaded the template and it still does it. Is there a relationship between the very first task and the ones that follow it?
Sort of like predecessors.In short, if I add days and percent complete to all the tasks, and then put a zero in cell F7, the rest of the rows lose their CF.Any ideas?Regards and great work!Mike. Hi AlanThanks for the reply. Not sure what is doing it. I am using MS Office 2010 if that helps. I downloaded your template again so I had a clean copy, and it happened on that one too. I just can’t pinpoint why it is doing that.
Very strange if you ask me.I have input varying data for Duration and Percent Complete for each of the 12 original tasks. Once they are all filled in, if I either zero out the Duration or zero out the% Complete data from row 7, all the CF’s for% Complete for everything below it gets removed. I am really perplexed. I’d love to send you sample data if possible.ThanksMike. Thanks so much for the great template. After searching, this is such an easy one to use, great and simple ?Just a question, so i am putting in a start date of say 1/06/16 and the end date is 2/06/16 as an example (1st – 2nd of June, 2016), it calculates this as 1 day on the gantt chart colour, but my problem is that i would like it to be inclusive of both dates.
I.e., to say 2 days and also colour in 2 days (those dates mentioned), because the 1st is one day and the 2nd is also another day. We have lots of trainings that are two days for example, but when i put in say 5/7/16 – 6/7/16 it prints the colour out as only 1 day that being the first day (5th) Is there a way to change this with a +1 somewhere? Where can i find the area to change this function / where are the formulas for this?If not, no probs, thanks anyway for the chart, i’ll still use itthanks so much.
Hi Alan – I have been using this for a little while now and is an excellent tool. It is much better than some of the histogram charts often found on the net.
I have wrestled with Project 2010 for a number of years and found it to be too cumbersome (if not buggy) so have decided to use your chart instead. I have added some minor changes such as differentiating between holidays and non-working days. I would like to add a recurring task function for rolling projects but am struggling with that one!
Any ideas?Kevin. A recurring task could be added as individual tasks. Lets assume they recur every Friday. You could enter the first 2 Fridays into different cells one below the other.
Select them both and then copy/fill them down to as many cells as necessary to generate the recurrence pattern. The chart on the right can then run of these.To make it like Project (if you want) you could select the recurring tasks and group them using the button on Data. This will look a bit like Project and their recurring tasks.
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The General Ledger in accounting terms, is a listing of all accounts that are found in the Statement of Financial Position (Balance Sheet) and the Statement of Comprehensive Income (Income Statement) as revised by the International Accounting Standards Board (IASB). This change in account name was made to enhance the presentation of financial information for both in-house and third party users. The General Ledger is also known as the Book of Final Entry, where all accounts are recorded by the use of account names listed in the company’s Chart of Accounts.Postings in the GL should consider the equality of the debits and credits. It is a must that all entries affecting day to day company-related transactions be recorded. The bookkeeping entry rule sees to it that there is a corresponding entry for debit and credit whenever a transaction is recorded.
Both accounts are always equal and balanced, thus adhering to the accounting equation that:Assets = Liabilities + EquityThe accounting equation is the conceptualized truth in the creation of the Statement of Financial Position. The GL may look fairly simple; however, the realities of a company’s complex business structure may also tend to complicate the workings of its financial recording structure. How To Create A General Ledger Template In Excel 2010Whatever business that you’re in, it is important for you to keep track of the operations of the business to know how you are doing. It is oftentimes a numbers game and can be real messy if you use the paper trail in tracking down all income and expenses. The Microsoft Excel Ledgers are customized to fill in these needs. The templates are ready so data entry can be done right away and would be easy to correct and review later on. The basic procedures on how to go about using the templates follow:1.
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Go to Microsoft Excel, open up “Tab” and click on the “New” icon. Then click on “Ledgers” when the template window appears, and click again the “Arrows” button.
Excel does not have an icon for its ledger templates on its Available Templates window, but they have these as part and parcel of their product offerings;2. Upon seeing the different business ledger forms, select the one that is suitable for your requirements. After a few minutes, the downloaded file will appear on the Excel Window;3.
Review the account names used in the template. There may be a need for you to replace them with your own account name, as indicated in your Chart of Accounts;4.
The GL number codes found on the first cell on the left, correspond to the assigned number of the accounts. You will change them using the code numbers assigned to your Chart of Accounts;5. Click on the “enter” key to drag down the cell below the current one. Then change the GL code in accordance with your own account codes.6. The next procedure would be to move to the right portion cell of the GL code. There may be a need for you to change the categories as indicated: to company departments like Marketing, Operations and Human Resources among others; or product lines of the company that matches the GL codes.7.
The “enter” icon is clicked to move the cell where it matches the GL code to its left. Continue to click on the “enter” icon to match the category in the column for every GL code.8. Working along the grid would mean posting transactions for each GL code. Money payments for purchases of equipments and inventory may be posted as well as the budget that has been previously set up for this expense. The money remaining after the purchases have been made would also be indicated in the grid.9. The process would depend entirely on the template that are used and may be auto completed for the user. There is need to complete each GL row depending on the number of transactions that you need to record.10.
Check on the topmost position of the GL where you need to write down the name of the company, the type of ledger that is prepared, and the period covered of the financial statement. Lastly click on “File” and select “Save as” to save it under your file name. Click “file” to save the work. Where To Download Free General Ledger Excel Template–. The latest version of Microsoft Office 365 that includes programs like Excel, Word, PowerPoint and more can be subscribed free for one month. The features are available for five (5) PC’s or Macs6 and up to five (5) mobile devices.–.
The software can be easily downloaded from the Microsoft Office site which consist of four in one GL template. The features include budgets, monthly expense itemization, as well as a template for charitable organizations. This software can be easily modified and be used with Excel 2007 and higher.–, a site where you can upload the templates by industry, functional area and application types.
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