Create a project chart for an excel report

Microsoft Project is a better tool than excel to create a project but in some companies, I don’t have this tool so as a workaround, I created something similar in excel to follow up the project from the initiation until the completion. In fact, it is just a chart showing the progress of each stage of a project.

excel project chart

Following the steps:

  • 1. Creating the chart by selecting the data
    a. Click “insert -> stacked bar”
    excel project chart
  • 2. In the chart
    a. Delete legends and chart title
    excel project chart
    b. Making the “comment” section similar to the “project” column
    excel project chart
    • i. In the chart, select the comment section then right click to select “format axis”
      excel project chart
      1. Select “categories in reverse order”
      excel project chart
      NOTE: if all go well, I will have this:
      excel project chart
    • iii. In the chart, remove the comment section
      excel project chart
    c. Display only duration
    • i. In the chart, select the blue bars then right click to select “shape fill”
      excel project chart
      1. Select “no fill”
      excel project chart
    d. Display the correct date
    • i. In the chart, select the date section then right click to select “format axis”
      excel project chart
      1. Put this number in the “minimum” field
      NOTE: 23.12.2019 = 43822, to know the correct decimal number corresponding to a date, in an empty cell, put the date and format it as “number”
      2. In the “major” field, make sure to have 1
      NOTE: to display 1 day per column
      excel project chart
      3. Scroll down, in the “number -> category”, select “date”
      excel project chart
      NOTE: to show only the date if not, it will show the date + hour and if all go well, I have this:
      excel project chart
    • iii. Select back the date section
      1. Click “orientation -> rotate text up”
      excel project chart
    • iv. Making all fit
      1. Click anywhere in the “pivot area”
      excel project chart
      2. Move the mouse until the middle of the button
      3. Move the button down until to show the full date
      excel project chart

Now that I have my chart, the next step is to align it with my table, so here, it is up to me, I can put bigger the row for the table, make bigger the chart, etc. To make bigger the bars of the chart:

  • 1. Right click on the bar then select “format data series”
    excel project chart
  • 2.In “gap width”:
    a. Reduce the percentage to make bigger
    b. Increase the percentage to make thinner
    excel project chart

What I like to do, it is to put the full sheet with the blank colour and make the chart transparent without outline so when I select the row of the stage 5, for instance, it will highlight the full picture.

excel project chart

Other thing I like to do, it is to put a begin date in a cell and each time I change the start date, by clicking on the update, the chart will update the stages. For that, I have to create a macro and save the file as xlsm. If you are interested, below the VBA code:

excel project chart
excel project chart

Sub test()
' change xxx by the chart name and change B2 by the date cell
With ActiveSheet.ChartObjects("xxx").Chart.Axes(xlValue)
On Error Resume Next
.MinimumScale = Range("B2").Value
End With
End Sub

To know the name of your chart, select your chart and go to “format -> selection pane”.

excel project chart

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