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Gantt Chart Help

  1. #1
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    Gantt Chart Help

    TIA for the help


    I am using a premade Gantt Chart to track training that will be done for the year. I made some changes to it but I have a couple things that I cannot figure out and in need of help if possible.

    1. I would like to remove the weekend days from it if possible or maybe only highlight Monday - Friday
    2. When I input time in a box, it does not scroll like the date and day does on the top
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    Last edited by kpromero; 04-17-2019 at 02:50 PM.

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    Re: Gantt Chart Help

    #1 just needs some amended formula's to the header row and 1st of month
    see attached how it can be done


    #2 dont understand the request

    just need to remember because your inputting directly into the table (rather than using a formula to draw information into table)
    any attempts to shift the headers will result in incorrect data
    that is why the highlighting works but the data will suffer misalignment
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    Re: Gantt Chart Help

    Quote Originally Posted by humdingaling View Post
    #1 just needs some amended formula's to the header row and 1st of month
    see attached how it can be done


    #2 dont understand the request

    just need to remember because your inputting directly into the table (rather than using a formula to draw information into table)
    any attempts to shift the headers will result in incorrect data
    that is why the highlighting works but the data will suffer misalignment
    Thanks for solving #1 humdingaling, appreiciate it very much. Looks like the CF is not coloring the amount of days completely 4/22 did not highlight blue

    my thoughts on #2 is to have a rolling calendar that shows the associates that were trained that year to have history to go back on. Some will be in training for 12 weeks max. I wanted to have a start date and end date goal and below that an actual to show if the person is on track or not due to possibly not training on a day they were suppose to or not the full day also. Example: goal was set today to start training for 7:30 but person only got trained for 4:00 so now they are not meeting the goal deadline. Hope this makes sense
    Last edited by kpromero; 04-18-2019 at 08:36 AM.

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    Re: Gantt Chart Help

    #1
    did not alter the CF conditions, didn't really look into it
    it was working based on the old data set

    amend CF
    Green
    =AND($C8="Actual",J$5>=$F8,J$5<=$G8)
    Apply to =$J$8:$BM$39

    Blue
    =AND($C8="Goal",J$5>=$F8,J$5<=$G8)
    Apply to =$J$8:$BM$39

    Grey
    =AND(LEN($C8)=0,J$5>=$F8,J$5<=$G8)
    Apply to =$J$8:$BM$39

    Data bar
    apply to =$E$8:$E$39

    all is fixed on v2 file

    PS you need to be very careful when doing cut and paste with spreadsheets full of conditional formats, it can get out of hand very quickly

    Re:#2
    sorry still dont get it,
    the way i generally see scroll bar being implemented in this type of sheets is to increment the dates back and forth...generally skipping 1 month at time rather than 1 day in your example

    however you seems to be commenting on TIME (like half day or hours used within a day)
    which really doesn't seem to fit the use of scroll bar

    it also complicates how the CF would color the square (potentially color half a square is half days hours is used??) and generally how the whole sheet even calculates

    the whole basis of your current setup is full days, to break it down into hours. you will have to reconfigure the whole sheet work in hours instead and that would be a rather large job to do
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    Re: Gantt Chart Help

    Thanks again humdingaling for everything. I started working on another sheet and changed up a little from this one.


    Sorry for not explaining good enough and maybe Excel is not advanced enough to do what I am expecting. As I input hours in the cells under that day I was hoping as I changed lets say months, it would clear what was there. If I went back to the previous month, the information would show again.
    Last edited by kpromero; 04-24-2019 at 11:05 AM.

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    Re: Gantt Chart Help

    This is a newer version I am working on


    For the month of January, I have hours inputted in cells and also the days highlighted from the CF set up. When I change the month to February, the cells highlighted from the CF go away but the hours I inputted stay. I was hoping that would go away also but if I decided to go back to January, the information would be there again like the CF highlighted cells do
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    Last edited by kpromero; 04-24-2019 at 11:06 AM.

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    Re: Gantt Chart Help

    hhmmm your newest version doesn't take any of the CF fixes i added in, instead resorting back to v1 CF

    i guess words i mentioned about inputting directly into table didn't quite make sense to you in previous posts
    see attached example of what i said instead, it should be apparent really quickly
    i selected FEB on the drop down.. select back to Jan and/or March to see the thing in action

    ps side note
    if goal is 6 hours and actual is 6 hours, the CF bar will show as 100% ...this makes sense to me

    however your progress formula seems to be doing % out of total hours in day
    ie if number of days = 3 ...to get 100% (in formula) would be do 21 hours (3 x 7hours)

    i am not sure if this is what you want...
    pps shouldn't Goal always be 100%? more than 100% of goal means the goal is wrong?

    also i change your total formula down the bottom to something easier to manage
    replacing your multiple cell references to 2 single sumif formula
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    Quote Originally Posted by humdingaling View Post
    hhmmm your newest version doesn't take any of the CF fixes i added in, instead resorting back to v1 CF

    i guess words i mentioned about inputting directly into table didn't quite make sense to you in previous posts
    see attached example of what i said instead, it should be apparent really quickly
    i selected FEB on the drop down.. select back to Jan and/or March to see the thing in action

    ps side note
    if goal is 6 hours and actual is 6 hours, the CF bar will show as 100% ...this makes sense to me

    however your progress formula seems to be doing % out of total hours in day
    ie if number of days = 3 ...to get 100% (in formula) would be do 21 hours (3 x 7hours)

    i am not sure if this is what you want...
    pps shouldn't Goal always be 100%? more than 100% of goal means the goal is wrong?

    also i change your total formula down the bottom to something easier to manage
    replacing your multiple cell references to 2 single sumif formula

    Thanks again for everything. I made changes you suggested to the CF after already posting on here. Workday is 7 hours and I added a hrs per day since the trainer will be working with multiple people at different times and each person may only get a couple hrs a day if that makes sense. I am not at work and on a mac so I will check it out later but wanted to thank you again for teaching me new things in excel.

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    Re: Gantt Chart Help

    Humdingaling, you are awesome and a true master of excel. This is very close to what I was imagining. Not sure how you actually achieved but I am ecstatic about.

    I made a change and added an hours per day training column. Since the person will possibly not get trained a full 7 hours a day due to the trainer having to spend time with others also during the day, I figured this would be best to solve for it. so if the trainer was suppose to train a person for 2 hours and only actually trained for 1 hour, I can see that they are an hour behind and would have to either add another day to do so.

    How can all these formulas be protected so no one deletes them behind the scenes but still able to input where need be?

    Thanks again and appreciate all your hard work on this.
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    Re: Gantt Chart Help

    kind words
    just paying it forward, giving back to the community whom helped me learn much about Excel

    well if you are going to set Number of hours per day you can actually just make the data entry a whole lot easier

    ie GOAL = 2 hr per day
    then you make the table automatically fill in 2 hrs for each day that falls into date range
    this will mean that goal is ALWAYS 100% ...which is should be imo
    having a goal with 111% does not make sense

    then it will make the data entry for ACTUAL even easier

    How can all these formulas be protected so no one deletes them behind the scenes but still able to input where need be?
    Worksheet Protection
    hhmmm this is probably better served by a guide as there a few steps which pictures will be easier to see

    https://www.excel-easy.com/examples/protect-sheet.html
    you can start from here but i recommend the whole guide

    i protected the journal sheet tab but with no password
    just click review tab and click protect sheet to unprotect
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    Re: Gantt Chart Help

    Thats the problem though. It depends on how much time the trainer can spend daily per person. It may be 2 hours or less than or more than 2 hours also.

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    Re: Gantt Chart Help

    i suppose that can be the difference between GOAL and ACTUAL?

    anyways just throwing it up there and things you can do/try

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    Re: Gantt Chart Help

    Quote Originally Posted by humdingaling View Post
    i suppose that can be the difference between GOAL and ACTUAL?

    anyways just throwing it up there and things you can do/try
    Hey humdingaling, sorry I was not clear, but I would need to be able to input time in the cells where a formula you created is set for goals possibly and also actual.

    I am guessing I have to input the information on the data sheet also to capture the time.

    get an #n/a result for actual when I type information and the actual cells are not completely filled out
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    Last edited by kpromero; 05-02-2019 at 03:34 PM.

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    Re: Gantt Chart Help

    humdingaling, only thing I cannot figure out is how to remove the #N/A on sheet so actual can start working.
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    Re: Gantt Chart Help

    change the formula to insert 0 when no matches are found

    Formula for K17
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    ps in case your thinking it
    Inserting public holidays (or just days off in general) into the mix is possible but it will take up complexity another notch
    Last edited by humdingaling; 05-05-2019 at 08:03 PM.

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    Re: Gantt Chart Help

    Quote Originally Posted by humdingaling View Post
    change the formula to insert 0 when no matches are found

    Formula for K17
    Please Login or Register  to view this content.
    ps in case your thinking it
    Inserting public holidays (or just days off in general) into the mix is possible but it will take up complexity another notch

    Excellent and Thanks soo much for working with me on this. Everyone loves it soo far. I got false readings where no information was inputted, but I changed the font to white to hide it. I figured to make it easy and if a holiday or vacation day comes up, mor days can be added with a note added to journal with a reason. Is it possible without making this too busy to be able to keep the Goal and Actual percentages as you change months? Right now as I change months, it also loses that information that was recorded.
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    Re: Gantt Chart Help

    Is it possible without making this too busy to be able to keep the Goal and Actual percentages as you change months?
    This depends on how you want it to actually calculate

    right now you are summing the total of what is being shown, so if you move months ...your total changes
    ie if you change month to June = 80 x 2 = 160 (100%)
    however since you have moved to June you cut out half of April and all of May = 90 (56.25%)
    basing on the fact that goal should always be 100%

    Progress formula in G16 can now just be
    Formula: copy to clipboard
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    the other formula for actual is a bit more tricky
    however basically just sumifs based on information in DATA tab
    Formula: copy to clipboard
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    i tweaked your actual formula slightly too...see if it does what you want
    instead of false...it should just come as 0 if you have a line but no actual number and just "" if nothing matches at all
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    Quote Originally Posted by humdingaling View Post
    This depends on how you want it to actually calculate

    right now you are summing the total of what is being shown, so if you move months ...your total changes
    ie if you change month to June = 80 x 2 = 160 (100%)
    however since you have moved to June you cut out half of April and all of May = 90 (56.25%)
    basing on the fact that goal should always be 100%

    Progress formula in G16 can now just be
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    the other formula for actual is a bit more tricky
    however basically just sumifs based on information in DATA tab
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    i tweaked your actual formula slightly too...see if it does what you want
    instead of false...it should just come as 0 if you have a line but no actual number and just "" if nothing matches at all

    Yeah I was looking to try and have it keep the actual percentage even if you switch months and not lose that data. Want to figure out also that if goal is at lets say 3 hours a day but the trainer only trained them for 1 hour that box highlights orange or so as visual that they are falling behind to complete goal. You are truly a master and teaching me a good bit

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    Re: Gantt Chart Help

    not a problem, as long as you are picking up things

    Want to figure out also that if goal is at lets say 3 hours a day but the trainer only trained them for 1 hour that box highlights orange or so as visual that they are falling behind to complete goal
    Where do you want the orange?? on the progress % or per day in the look up section?

    ps avoid quoting the whole post...just quote the bits you want to express
    it keeps the posts cleaner

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    Re: Gantt Chart Help

    Where do you want the orange?? on the progress % or per day in the look up section?


    Both would be awesome if possible and if not, per day I think would work as a visual. Cannot thank you enough for all the time you are spending helping me out.



    Also I just noticed when I protect the sheet, it will not let me use the drop down box.
    Last edited by kpromero; 05-07-2019 at 04:07 PM.

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    Re: Gantt Chart Help

    the cell (A10) which your drop down is linked too is protected
    just unlock that cell and drop down should work

    hmm on progress bar ... its tricky
    but it can be done...under Conditional format formula
    Formula: copy to clipboard
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    applies to
    =$G$16:$G$189

    for the day by day...ill have a look later in the day
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    I did unprotect the drop down but when I protect the sheet it does not work still

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    Re: Gantt Chart Help

    let me expand

    you need to unprotect the CELL which the the drop down is connected to
    in this case it is cell A10
    YgeEkgZ.jpg

    does the new version not work?

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    Re: Gantt Chart Help

    Its working and sorry. Dumb mistake on my part. Thanks for being patient.

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    Re: Gantt Chart Help

    that's not a problem

    i had to do a double take to figure it out myself

    now for your conditional format to highlight orange on the date
    use this formula
    Formula: copy to clipboard
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    apply to
    Formula: copy to clipboard
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    put this as top priority...so orange comes before the Green

    ps...this slows your sheet down a little more now when you change the drop down...
    just because the extra calculations it needs to do

    you can choose to amend your CF formula and only apply to the lines it should ...it should be faster..but thats coding you can try
    it just opted for the easy out (in terms of coding and application)
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    Re: Gantt Chart Help

    This is soo awesome and again I cannot THANK you enough for everything you have done for me humdingaling. I don't know how to repay you for all of this. Very awesome my friend

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    Re: Gantt Chart Help

    not a problem at all

    hope the spreadsheet serves you well

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

    should you hit a speed hump in future, just start another thread
    there are plenty more skilled individuals on this forum whom can help

    the trick is asking the right question

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    Re: Gantt Chart Help

    hope the spreadsheet serves you well

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

    should you hit a speed hump in future, just start another thread
    there are plenty more skilled individuals on this forum whom can help

    the trick is asking the right question [/QUOTE]

    Thanks again and everyone is very pleased with it so far.

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    Re: Gantt Chart Help

    added in column into Data tab for GOAL

    Rejigged how GOAL line works
    it now searches for a match in DATA tab

    if line does not exist...will take the set hr per day
    if it is blank (finds error in lookup)...will take the set hr per day

    only if number is in there it will take the number
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    Re: Gantt Chart Help

    @humdingaling

    Maybe I am not explaining the right way. I would like the Goal line to not changed since I am agreeing to train that person for that amount of time. If I fall behind on the actual, trained less hours on a particular day, and I need extra days to make the 100%, I would like that to show on the calendar. For example, if the end goal date was on 5/29/2019 but I need an extra day to complete the goal on 5/30/2019 to make the actual column show 100% also, I would need the calendar to show this extra day under the "Actual" information on chart.

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    Re: Gantt Chart Help

    This thread is marked as solved - if more help is required, the SOLVED tag should be removed for now.
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