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This blog is part of the Gantt Chart Blog Series from xViz.

Recently we released the Gantt Chart as part of the xViz suit and one of the common requests we got from customers is that they would like to build a sample Gantt chart similar to the ones listed in the previous blog – 5 use-cases for Gantt chart.

I would like to thank all for your constant feedback and ideas to build a better product. There are a lot of different use cases and ways to customize the Gantt chart. In this blog, we are going to focus on how to configure a simple Gantt chart.

 

 

 

You could download the Sample Data for the Gantt chart and follow the 8 simple steps below:

Step 1: Connecting the data to the Chart

For displaying a simple Gantt Chart all we need is the following fields:

  • Task name – Here you can assign single or multiple categories. You can create a hierarchy structure by assigning multiple categories as task name.
  • Actual Start and End Dates – To Display the actual dates for the task
  • Planned Start and End Dates(optional) – To display planned dates for the task
  • Progress – Value to indicate the percentage completion for the task
  • Display Category and Value – To display additional category or value columns to the data gridgantt-chart-configuration-power-bi-step-step-guide

Step 2: Chart properties and Display Category and Measure section

After assigning the data, the next step is to choose the chart type and customize some of its related properties which are as follows:

  • Chart Type and display – Gantt or Gant Resource. In the case of the Gantt chart, one can also customize the Progress bar Display to be either bar or bullet
  • Runtime Zoom option – For end-users to customize the zoom level if required
  • Display category and measure – Set the width and name for each of the additional columns in the data gridgantt-chart-configuration-power-bi-step-step-guide

Step 3: Data Grid

  • Background and Font color, Font style – Apart from styling the data grid items and header, you can also style the parent node independently. Thus, making it stand out from the child nodes in case of a hierarchy.
  • Collapse All node – Collapse or expand nodes to the desired levelgantt-chart-configuration-power-bi-step-step-guide

Step 4: Timeline

The timeline section provides formatting capabilities like font and background color, the font size for each of the header levels along with a bunch of other functionalities which are as follows:

  • Zoom Range – Set the default zoom range at design time for better viewing
  • Reference line – Reference line for today’s date with line styling and text optiongantt-chart-configuration-power-bi-step-step-guide

Step 5: Data Color

The xViz Gantt chart provides several different options to set the color for the taskbars.

  • All – Set a common color for all Parent and child nodes together.
  • Parents – Set the color based on parent nodes. Where each parent nodes can have a different color to indicate a different task type and children nodes take up the parent’s color.
  • Individual – Set the color individually for each taskgantt-chart-configuration-power-bi-step-step-guide

Step 6: Alerting

The Gantt Chart provides 3 different ways of alerting or highlighting an outlier. For this, you would need to set up different rules or conditions which are done using the advanced editor property which is common to all the different alerting types. The different alerting types are as follows:

  • Conditional formatting
  • Status flag
  • Data Grid

gantt-chart-configuration-power-bi-step-step-guide

 

Step 7: Milestone

The Gantt Chart sets milestones automatically based on the data provided with different formatting options like color and shape. Instead of the chart displaying the Milestone automatically, you may also assign a separate filed to do so.

The Marker Type field provides advanced customization options where you can set up different marker shapes and colors based on a category field.gantt-chart-configuration-power-bi-step-step-guide

Step 8: Data Label

By default, the xViz Gantt chart displays the progress value as a data label in case of a simple Gantt and task name in the case of the Gantt resource chart. However, this can be overridden with a different value or category field by assigning the desired value in the data label field in the fields pane tab.

 

To get the latest version of the custom visual, reach out to us here. This blog has been originally published on xViz website. Click here to visit and know more about custom visuals for Microsoft Power BI.

 

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