Time plan in excel

Содержание

  1. How to Make a Timeline in Excel Using a Template
  2. How would you like to create your timeline?
  3. Download A Free Excel Timeline Template
  4. Create Your Timeline
  5. How to Make a Timeline in Excel
  6. Choose an Excel Timeline Template
  7. Add Your Information to the Timeline in Excel
  8. Customize the Excel Timeline
  9. Change the Color Palette of the Excel Timeline
  10. Use a Smartsheet Template to Create a Robust Timeline
  11. Select a Project Planning Template in Smartsheet
  12. Add Your Information to the Template
  13. Turn a Smartsheet Template into a Project Timeline
  14. Gain Real-Time Visibility into Timelines and Planning Efforts with Smartsheet

How to Make a Timeline in Excel Using a Template

In this article, you’ll learn how to create a timeline in Excel with step-by-step instructions. We’ve also provided a pre-built timeline template in Excel to save you time.

How would you like to create your timeline?

Time to complete: 3 minutes

Time to complete: 30 minutes

Download A Free Excel Timeline Template

The easiest way to make a timeline in Excel is to use a pre-made template. A Microsoft Excel template is especially useful if you don’t have a lot of experience making a project timeline. All you need to do is enter your project information and dates into a table and the Excel timeline will automatically reflect the changes.

When you add your own dates to the table, the Gantt chart will automatically adjust, but the spacing will be off. There may be a lot of extra white space at the beginning of your chart, with dates that you did not enter. The solution is to adjust the spacing between the dates display at the top of your chart.

  1. Click on a date at the top of your Gantt chart. A box should appear around all the dates.
  2. Right-click and select Format Axis.
  3. In the pop-up box, on the left, select Scale.
  4. Adjust the number in the box labeled Minimum. You will have to add numbers incrementally to the box to adjust the spacing and get it to look the way you would like.

Create Your Timeline

This article will show you how to create a timeline in Excel, using a template in the context of planning a business conference. Hosting a successful business conference can take months of planning and it’s the type of project where a timeline is essential. It involves plenty of moving parts and usually has quite a few stakeholders.

In this scenario, an event planner would start by making a list of tasks. These tasks may include managing a budget, scouting and securing a conference site, hosting speakers, hotel arrangements, conference schedule, and more. With all this information, you can either look at a timeline template in Excel or find a more robust solution to first make a Gantt chart and use that to create a timeline. This tutorial will show you how to do both.

How to Make a Timeline in Excel

First, make a task list to figure out what you want the timeline to show. Maybe you want it to show milestones that are currently in a Gantt chart — if that’s the case, look for an Excel timeline template that only requires inputting milestone data.

Perhaps you want to show how different parts of a particular project appear on a timeline. Then, look for an Excel project timeline template. This will have more fields for you to customize and displays more information on the timeline, like how long it will take for a certain task to get done.

Choose an Excel Timeline Template

Microsoft also offers a few timeline templates in Excel designed to give you a broad overview of your conference planning timeline. The Excel timelines aren’t tied to Gantt chart data, so you’ll be manually inputting your own data in the pre-defined template fields. These aren’t set in stone; you can change names and add fields as needed.

  1. To find an Excel timeline template from Microsoft, open Microsoft Excel and type “Timeline” in the search box and click Enter. Note: this template was found using the latest version of Excel on Windows 8.

  1. Double-click on the Excel Project Timeline template to open the spreadsheet.

Add Your Information to the Timeline in Excel

When the template opens, you will see a pre-formatted Excel spreadsheet with information already filled out in the fields. This content is just a placeholder. At the top of the template is a timeline. Scroll down to see the preformatted chart where you can add conference planning details and due dates. One of the benefits of using an Excel project timeline template is that the formatting is already complete, and all you need to do is customize it.

  1. Click the Project Timeline field (1C) at the top of the spreadsheet and enter your conference name.

  1. Scroll down in the spreadsheet and enter a start date.

Since you’re planning a conference, you’ll want to choose the planning kick-off date. Note: There’s already a formula that picks the start date as the day you started using the event planning template. If you don’t want to use that date, click the cell, delete the formula and add your date. You’ll notice that the preformatted dates for Start and End will change.

  1. Enter the first major task to complete. Add tasks to the Activity column by double-clicking on the field that reads Milestone.

  1. Click the Tab key to navigate to the corresponding Start field and type in the date that you’ll start researching possible conference venues. Click the Tab key again to enter a date in the End field. This should be the date that you’ll want to have picked the venue.

  1. Repeat steps 3 and 4 to complete the remainder of the chart.

Customize the Excel Timeline

Once you have entered all the conference milestones in the chart, you can easily change the look of the timeline. You can change the display of the timeline data and make it more colorful.

If the conference planning timeline extends past a month (and it probably will), you can see more data on the timeline by clicking the arrows in the gray bar next to the Start date box. When you do this, you will scroll through the Excel timeline.

  1. To change the overall chart presentation, click on the chart and gthen click on the box with a paintbrush icon.
  2. A pop-up box will appear displaying different timeline chart styles. Mouse over the formats to see it appear on the timeline. If you see one you like, click it. The timeline will be updated to reflect that style.

Change the Color Palette of the Excel Timeline

  1. Click on the chart.
  2. Click on the paintbrush icon and click Color at the top of the pop-up box.
  3. Mouse over the timeline color to see it appear on the timeline. If you see one you like, click it and the timeline will be updated to reflect that style.

This timeline template only displays the most basic information. It’s great to share with stakeholders and executives to give them a high-level view of tasks required to put on a conference. However, it doesn’t include things like a budget, nor does it display tasks that are being completed on time or who is responsible for each task. If you want to create a more detailed conference planning timeline, consider creating a Gantt chart in Excel.

Use a Smartsheet Template to Create a Robust Timeline

There are a lot of details that go into planning a conference. It’s essential to find a place to keep all that information in one place, where multiple stakeholders can access it.

Smartsheet has quite a few event timeline templates that can help you get started. You can view your data as a task list or as a Gantt chart, giving you a quick view of progress made. You can also add attachments, import contact data, assign tasks, automatically schedule update requests, and collaborate wherever you are, on any device. There’s even a template for an Event Registration Web Form that can help streamline the registration process.

Select a Project Planning Template in Smartsheet

  1. To get started with Smartsheet, login to your account and navigate to the ‘+’ tab on the left side navigation bar, or sign up for a free 30-day trial.

  1. Type “Event Task List” in the Search box and click the magnifying glass icon. You’ll see a few options, but for this example, click on Event Task List with Gantt & Budget and then click the «Use» button in the pop-up window.

  1. Next, name the template, choose where to save it, and click the OK button.

Add Your Information to the Template

A pre-formatted template will open, complete with sections, sub-tasks, sample attachments, progress tracking, and budget formulas. There will also be some sample content for reference.

  1. To delete the yellow box at the top of the template, click on the box, right-click, and select Delete Row.

  1. Double-click the ‘Welcome Event’ cell highlight the existing content, and type in your information.
  2. Double-click the yellow Decorations text, highlight the existing content, and type in your information. This title should be one of the main categories for planning your conference (“Select Venue,” “Recruit Sponsors,” “Registration,” etc).
  3. Click on a blank cell in the Phase column and type in another category. Highlight the entire row, from the Done column through the Started column, click the paint bucket icon, and click yellow. Repeat for as many category rows needed.

  1. Click on the cell under the new category created (in this example, it’s “Event Marketing”) and add a sub-sub-task, such as “Social Media.” Next, click the Indent button in the toolbar to turn the new categories you just created into sub-tasks. Repeat for all new categories.

  1. The Total Budget column will automatically calculate, based on the costs you input into the corresponding columns.
  2. Enter start and due dates for each task in the Due and Started columns. When a part of the project is completed, double-click on the date cell and click the letter strikethrough button on the left-hand toolbar (the button with the “S” with a line through it).
  3. For each row, under the Status column, click the cell and choose a symbol that matches the progress in the drop-down menu. This can be a green check, a yellow exclamation point, or a red ‘X’ mark. This will let you easily view how much of a specific task has been accomplished, or if it is on hold.

  1. Under the Assigned To column, click a cell and select the assignee from the pop-up menu. You can even add contacts who don’t work for the company.

When you assign tasks to people in Smartsheet, their contact information is automatically linked.

  1. To view the data you just entered as a Gantt chart, click on the Gantt View button in the toolbar.

You can customize the appearance of your Gantt chart with just a couple clicks. To change the colors of the task bars:

  1. Right-click on a task bar and select Color Settings.
  2. A color palette will appear, letting you change the color of the bar.
  3. If you want to apply the same color to multiple task bars, click the task bars while holding down the Shift button. This will select all the bars. Then, release the Shift button, right-click on any of the selected bars, and click Color Settings.

Turn a Smartsheet Template into a Project Timeline

You’ve already inputted all your information in Smartsheet and with just a couple clicks, you can create a beautiful timeline to highlight your event planning progress.

Smartsheet is integrated with Office Timeline, a graphical add-on tool for PowerPoint, which allows you to create a professional, attractive visual representation of your project plan.

If you don’t have Office Timeline installed in your PowerPoint app, simply download it for a free trial, install, and restart PowerPoint.

  1. Open PowerPoint and create a new slide.
  2. Click on the Office Timeline Free tab (Note: if you purchased Office Timeline, it will say Office Timeline) and select the drop-down arrow under the New button in the ribbon bar. Highlight Import Data and then click Import from Smartsheet.

  1. Follow the prompts to login to your Smartsheet account. Click on the box next to the Smartsheet project you want to import and click the green circle with a checkmark in it.

Once your project timeline is created, you can customize it even further. You can choose which events you want displayed in the timeline, color-code tasks assigned to specific stakeholders, and add your branding and colors to the layout.

Gain Real-Time Visibility into Timelines and Planning Efforts with Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity — empowering you to get more done.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Источник

We, humans, are visual animals.

In other words, the human brain will find it a lot easier to digest information that’s clearly communicated and displayed. For this reason, the visual component is essential when planning complex projects with many moving pieces.

Well, you’re in the right place to learn precisely how to do just that.

In this blog post, you’ll get a step-by-step process to create a timeline in Excel in three different ways to visually communicate your project’s schedule and create a powerful visual timeline to plan without getting a headache.

  • Create a timeline in Excel using SmartArt Graphics
  • Create a timeline in Excel using Scatter Charts
  • Create a timeline in Excel using Timeline Templates
  • The pros & cons of Excel timelines
  • The alternative

How to create a timeline in Excel using SmartArt? (and for what purpose)

For starters, what are SmartArt graphics?

SmartArt Graphics Timeline In Excel: for what purpose?

Microsoft Excel’s Smart Art feature makes it reasonably straightforward to create a project timeline.

How to create a timeline in Excel using SmartArt?

Now, while SmartArt timelines can be a valuable tool to communicate a project’s roadmap to stakeholders, they are also limited; you can only create simplistic timelines to visualize the milestones of a project.

In short: SmartArt timelines are okay for simple reporting purposes, not to work with.

Create your SmartArt timeline

  1. Open a blank Excel document. Click Insert > SmartArt > Process.

Excel SmartArt menu

  1. Then select Basic Timeline from the Graphic options. You may also choose other graphics templates that suit your needs.

Insert Excel SmartArt timeline

  1. Enter Timeline data either in the provided text box or directly on the timeline.

Excel SmartArt timeline data

  1. Excel also allows you to change the style of a timeline. To do so, simply right-click to change the theme style, fill color, and outline styles.

Excel SmartArt timeline options

And you’re all set. Your simplistic Excel SmartArt timeline should be ready!

If you’re after something more usable than SmartArt, you may be interested in building a scatter chart.

How to Create an Excel Timeline Using a Scatter Chart? (and for what purpose) 

Scatter chart timelines in Excel: for what purpose?

Scatter charts provide a simple way to visualize various data entries over a specific period.

For instance, you could use a scatter chart to visualize the due date for all milestones of a project along with the necessary resources to complete them.

How to create a timeline in Excel using a scatter chart?

This is something that a basic SmartArt timeline couldn’t deliver.

Here again, you can choose from and edit the many charts available in Microsoft Excel to represent a simple project timeline that will suit your needs.

In short: Scatter chart timelines are a viable option to plan elementary projects that don’t require much resourcing.

Create your scatter chart timeline in Excel

This guide is a bit longer, but stick to our steps, and you’ll be fine! — alternatively, feel free to leave a comment below if you’re stuck!

  1. First, open a blank Excel document.
  2. Then, prepare your chart data.

For this chart, we’ll create milestones for a website design project and attribute a due date and an estimated effort for each.

Prepare scatter chart data in Excel

  1. Next, insert a scatter chart from Insert > Charts. Then select the Scatter option.

Insert a scatter chart in Excel

Now, we need to map our prepared data to the chart.

  1. Right-click on the scatter chart. Then click the Select Data option.

Select scatter chart data source

  1. In the dialog that pops up, click on the Add button in the Legend Entries section.
  2. Set the Due Dates range as Series X values, and the Efforts range as the Series Y values.

Select data ranges for creating a timeline using a scatter chart in Excel

  1. Next, make our chart look like a timeline, disable the Primary Vertical AxisChart Title, and Gridlines chart elements.

Scatter chart elements

  1. To display the timeline markers, check the Error Bars option in Chart Elements.

Enable scatter chart error bars

  1. Then to format the error bars, click on Chart Elements > Error bars > More Options.
  2. For horizontal error bars, set the End Style to No Cap and the Error Amount > Percentage to 0%.

Scatter chart horizontal error bar options

  1. For vertical error bars, set the Direction to Minus and the Error Amount > Percentage to 100%.

Scatter chart vertical error bar options

  1. To display the milestone labels, enable Data Labels from Chart Elements > Data Labels. Then click on Data Labels > More Options.

Enable scatter chart data labels

  1. Enable the Value From Cells option and select the range of milestones names from our prepared data. Uncheck the Y Value option.

Add data labels to the scatter timeline in Excel

Hats off to you! You made it! Your Excel timeline using a scatter chart is ready.

Now, if you don’t want to bother creating your own Excel timeline charts from scratch (I can’t blame you there), an alternative is to make your timelines using Excel templates.

Excel timeline templates are readily available in Microsoft Office’s Template Library.

Note that some of these templates will only be available once you purchase a Microsoft Office 365 subscription. However, the vast majority is available free of charge.

In short: use ready Excel templates to create simple project plans to avoid building them yourself.

Let’s look at how to create a timeline in Excel using a template.

Create your timelines with Excel Templates

  1. Download the free “Project timeline with milestones” template from the Office template library.

Download excel timeline template

  1. Open the downloaded template in Excel and update your milestone data in the Project Milestones section. Set the milestone due date, milestone description, the person responsible, and the milestone label position.

Excel timeline template data

As you update your project milestone data, the milestone chart above automatically gets updated.

How to create a timeline in Excel using a template?

This is most likely the fastest way to build a decent timeline on Excel, especially if you don’t want to bother creating one from scratch on your own.

Now, you’ve probably noticed that while Excel makes it possible to create project timelines, it’s not cut for it.

Pros & Cons Of Excel Timelines

As mentioned earlier, a timeline is a powerful visual tool for project managers.

In the early stages of a project, it helps to communicate a project’s roadmap. And in the later stages, it allows project managers to plan and track project schedules and allocate resources.

What makes Excel an interesting project timeline maker…

The most significant advantage of using Microsoft Excel to create a timeline is that it’s easily available: 

  • Anyone with a computer, a smartphone, or a tablet can use Excel. It’s relatively affordable and doesn’t require a beast of a computer to run properly.
  • You probably already have access to it. If you already have access to the MS Office Suite, you won’t need to spend anything extra.
  • Your team is most likely Excel literate (up to a certain degree). If your team members are already comfortable using Excel, you won’t need to spend time training and onboarding them on the tool.
  • You can find a ton of free Excel templates online. Using these templates, it’s reasonably easy to create a timeline in Excel.

… and why you might need something that’s built for project planning and work management

Don’t get me wrong; I love Excel (there’s a reason why I’ve decided to write this step-by-step blog post). And if you are seriously considering using Excel as your project timeline maker, know that I’ve been in your position, and I’d rather tell you why it might drive you crazy.

  • Excel lacks collaborative features. You cannot work with another team member on a project’s schedule unless you both sit right next to each other. As a result, it is tough for distributed teams to plan together.
  • You can’t ensure data integrity. It’s (way too) easy for anyone to wrongly update or delete data from an Excel document, making it hard to keep track of who did what, where, and when.
  • Version soup:Oh shoot, I thought we were working from the Team Planning V12_new.xls?” Team members will eventually work on different versions of Excel spreadsheets. From experience, I know that combining data from these versions can quickly become chaotic.

To sum up, Excel is OK for small and simple projects. You will need something else for anything bigger because Excel timeline templates are too basic and aren’t really teamwork-friendly. 

So, what then? What’s the alternative?

To create project timelines for larger projects, you may want to consider using a project planning tool like Toggl Plan.

Meet Toggl Plan. The best way to create visual project timelines.

Toggl Plan is an easy-to-use SaaS with a drag-and-drop interface that helps those in charge of delivering projects to be on top of their work and capacity planning by providing a clear overview of who’s doing what and when, well ahead of time. 

Consequently, teams can work at capacity and deliver projects on time, without stressing about it.


Create beautiful timelines for complex projects

Excel’s timelines can be helpful – But they are too simplistic and can be darn hard to read. We built Toggl Plan’s timeline to become the only tool you need to plan and visualize your projects.

Create complex project timelines in Toggl Plan

Don’t overwork yourself, or your team.

One of the advantages of planning well ahead of time is to anticipate how much work you and your team can take.

In Toggl Plan, you’ll be able to see how busy everyone is in the blink of an eye, thus making it more convenient to move tasks around and make sure that no one in your team works silly hours.

Manage your team's workloads from the timeline

Collaborate with your teammates

While you can benefit from it as a single user, we actually built Toggl Plan for teams. When working together, you can leave comments, create and assign tasks, move tasks around, adjust how long it took to complete a project, etc. 

In other words, Toggl Plan enables teamwork.

Drag and drop your projects

While Excel is most likely the most comprehensive software out there, it’s not user-friendly. One of the things that I dislike the most about it is the impossibility to drag-and-drop items.

In Toggl Plan, you can simply drag and drop your tasks.

Painless. Fast. Easy.

Long story short, Toggl Plan makes project planning and work management bliss. Now, hold your horse because the best is yet to come. If you’re an individual user, Toggl Plan is free forever. And if you work with a team, you can sign up for a 14-day free trial.

Jitesh Patil

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

Time is on your side when you keep track of your schedule with customizable, easy-to-use Excel schedule templates. Scheduling everything from workday tasks to personal projects in Excel is easy to set up and e-sign to your liking with an intuitive template.

schedule photo

Follow a schedule to stay on top of your life

Design custom schedule templates to help you plan out your year and manage projects for your business. Use Excel to set schedules by the month, day, and even down to the hour. Leave fields for you to add in details of what task you want to complete during the time. Save your schedule template so that you can schedule it with your business partners and employees. Use it in a collaborative effort so that they can add to your schedule when you have availability. Rearrange your schedule during busy seasons, like for annual sales or holiday sales. Create a schedule for your different social media profiles so that your business knows when to post and what to post. Add your brand’s logo to the top of the schedule so that all your internal documentation stays consistent. Follow the schedule so that you’re using your time wisely and effectively.

We have a number of schedule templates and calendars that you can download and edit using Microsoft Excel or OpenOffice. A spreadsheet is a great tool for creating a daily schedule or weekly schedule. It’s not too difficult to create your own schedule from scratch, but like most people, you probably value your time and money, so hopefully our free schedule templates will be just what you need.

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Schedule Templates

Class Schedule
Class Schedule Template

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Work Schedule
Work Schedule Template

This work schedule template is designed to let you print two weeks at a time. Easily modify the template for night shifts or other shifts. Includes mini monthly calendars for convenience in planning.

Lesson Schedule
Lesson Schedule Template

Create a yearly lesson schedule for a class with multiple teachers.

Weekly Reward Chart
Weekly Reward Chart for Children

Download a weekly reward chart for tracking progress on chores, practice, or other tasks.

Weekly Schedule
Weekly Schedule Template

This weekly schedule is a generic version of the class schedule template listed above, but not as complicated as the weekly calendar.

Shift Schedules

Shift Schedule
Shift Schedule Template

This shift schedule template is great for job scheduling, shift scheduling, etc.

Shift Calendar
Shift Calendar

Create a yearly shift calendar for rotating 24-hour shifts. Designed specifically for firefighters.

Employee Schedule
Employee Schedule Template

Create a shift schedule for any number of employees. Simple design for easy customization. Set up for a day and night shift.

Meal Planner
Weekly Meal Planner

These meal planners are great for creating and printing weekly or monthly meal plans. Customize your own list of meals to populate the drop down lists in the planners.

Daily Planner
Daily Planner Template

A printable daily schedule template that lets you create your own daily planner using standard letter-size paper that can be included in your 3-ring binder.

Weekly Planner
Weekly Planner Template

A printable weekly planner page for people who don’t need the detail of the daily planner.

Monthly Planner
Monthly Planner Template

A printable monthly planner page with notes, to-do list, and goals section (not just a calendar).

Yearly Planner Calendar
Planning Calendar

This planning calendar can be used to print a 2-page, 12-month calendar with space below each day to write brief notes.

Family Planner
Weekly Family Planner

A printable weekly family planner template for appointments and meals with lists for to dos, chores, and shopping.

Homework Planner
Homework Planner Template

Get organized. List your assignments and plan your week to get your homework done.

Weekly Student Planner
Weekly Student Planner - by Subject

Keep up with your assignments and other activities using this 2-page student planner with columns for each subject and rows for each week day.

Appointment Book
Appointment Book Template

Print a full year of weekly appointment calendar pages (double-sided) that you can assemble into a book or 3-ring binder.

Bullet Journal Pages
Bullet Journal Pages

Use this template to update calendars and dates then print bullet journal pages in a variety of formats.

Предположим, мы работаем над долгим и сложным проектом, состоящим из нескольких этапов. Задача — наглядно показать всю хронологию работ по проекту, расположив ключевые моменты проекта (вехи, milestones) на оси времени. Примерно вот так:

timeline1.png

В теории управления проектами подобный график обычно называют календарем или временной шкалой проекта (project timeline), хотя я также встречал еще один русскоязычный аналог -«лента времени». В любом случае, главное — не как назвать, а как построить. Поехали…

Шаг 1. Исходные данные

Для построения нам потребуется оформить исходную информацию по вехам проекта в виде следующей таблицы:

timeline2.png

Обратите внимание на два дополнительных служебных столбца:

  • Линия — столбец с одинаковой константой около нуля по всем ячейкам. Даст на графике горизонтальную линию, параллельную оси Х, на которой будут видны узлы — вехи проекта. В принципе, можно было бы использовать и полный ноль, но тогда график совпадает с осью X, что дает проблемы потом с настройкой внешнего вида диаграммы в Excel 2007-2010. Новый Excel 2013 нули воспринимает спокойно.
  • Выноски — невидимые столбцы для поднятия подписей к вехам на заданную (разную) величину, чтобы подписи не накладывались. Значения 1,2,3 и т.д. задают уровень поднятия подписей над осью времени и выбираются произвольно.

Шаг 2. Строим основу

Теперь выделяем в таблице все, кроме первого столбца (т.е. диапазон B1:D13 в нашем примере) и строим обычный плоский график с маркерами на вкладке Вставка — График — График с маркерами (Insert — Chart — Line with markers):

timeline3.png      timeline4.png

Убираем линии сетки, вертикальную и горизонтальную шкалы и легенду. Сделать это можно вручную (выделение мышью и клавиша Delete) или отключив ненужные элементы на вкладке Макет (Layout). В итоге должно получиться следующее:

timeline5.png

Теперь выделите ряд Выноски (т.е. ломаную оранжевую линию) и на вкладке Макет выберите команду Линии — Линии проекции (Layout — Lines — Projection Lines):

timeline6.png

От каждой точки верхнего графика будет опущен перпендикуляр на нижний. В новом Excel 2013 эта опция находится на вкладке Конструктор — Добавить элемент диаграммы (Design — Add Chart Element).

Шаг 3. Добавляем названия этапов

Эта часть будет простой у тех, кто уже осмелился на установку нового Excel 2013 и более сложной у тех, кто еще работает со старыми версиями.

В Excel 2013 все просто. Как я уже писал здесь, он умеет делать подписи к точкам данных просто беря текст из любого заданного пользователем диапазона. Для этого нужно выделить ряд с данными (оранжевый) и на вкладке Конструктор выбрать Добавить элемент диаграммы — Подписи — Дополнительные параметры (Design — Add Chart Element — Data Labels), а затем в появившейся справа панели установить флажок Значения из ячеек (Values from cells) и выделить диапазон A2:A13:

timeline7.png

В версиях Excel 2007-2010 и старше такой возможности нет, но у вас есть два альтернативных варианта:

  1. Добавьте любые подписи к оранжевому графику (значения, например). Затем выделяйте по очереди каждую подпись, ставьте в строке формул знак «равно» и щелкайте по ячейке с названием этапа из столбца А. Текст выделенной подписи будет автоматически браться из выделенной ячейки:

    timeline8.png

  2. При большом количестве этапов первый вариант, конечно, не радует своей «рукопашностью». Поэтому для оптовой вставки подписей из ячеек можно использовать дополнительные надстройки на VBA. В частности, надстройку XYChartLabeler (автор — Rob Bovey, Excel MVP). Скачиваете надстройку, устанавливаете и получаете на вкладке Надстройки (Add-ins) кнопку XY Chart Labeler — Add Chart Labels. После нажатия на нее появляется диалоговое окно, где и можно задать диапазон с данными для подписей на диаграмме:

    timeline9.png

Шаг 4. Прячем линии и наводим блеск

Внесем последние правки, чтобы довести нашу уже почти готовую диаграмму до полного и окончательного шедевра:

  • Выделяем ряд Выноски (оранжевую линию), щелкаем по ней правой кнопкой мыши и выбираем Формат ряда данных (Format Data Series). В открывшемся окне убираем заливку и цвет линий. Оранжевый график, фактически, исчезает из диаграммы — остаются только подписи. Что и требуется.
  • Добавляем подписи-даты к синей оси времени на вкладке Макет — Подписи данных — Дополнительные параметры подписей данных — Имена категорий (Layout — Data Labels — More options — Category names). В этом же диалоговом окне подписи можно расположить под графиком и развернуть на 90 градусов, при желании.

Ссылки по теме

  • График проекта (диаграмма Ганта) в Excel с помощью условного форматирования
  • Видеоурок по созданию графика проекта (диаграммы Ганта) в Excel 2010
  • Новые возможности диаграмм в Microsoft Excel 2013

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