{"id":24,"date":"2023-01-30T14:59:29","date_gmt":"2023-01-30T13:59:29","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=24"},"modified":"2023-11-24T09:51:00","modified_gmt":"2023-11-24T08:51:00","slug":"gantt-charts-from-planfix-in-excel","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/gantt-charts-from-planfix-in-excel\/","title":{"rendered":"Gantt Charts from Planfix in Excel"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Gantt charts are useful within Planfix because they store all the system’s links between tasks. This means that when tasks are moved or their deadlines are changed on a Planfix Gantt chart, all related tasks are also adjusted.<\/p>\n\n\n\n

\"\"<\/a>
\u0421lick to view full size<\/em><\/figcaption><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Admittedly, we didn’t even consider that someone might need to download a Gantt chart as an Excel file. As is often the case, our users helped us see the situation with fresh eyes.<\/p>\n\n\n\n

<\/div>\n\n\n\n

Why Would I Need a Gantt Chart in Excel<\/strong> if I Have it in Planfix?<\/strong>
<\/h2>\n\n\n\n
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  1. You may want to share the chart with a customer who’s not connected to your Planfix account. <\/li>\n\n\n\n
  2. You may also want to print out the chart, which you can’t currently do from Planfix.<\/li>\n<\/ol>\n\n\n\n
    <\/div>\n\n\n\n

    How Do I Create a Gantt Chart in Excel<\/strong> Using Planfix Data?<\/strong>
    <\/h2>\n\n\n\n

    Here’s a simple two-step process. It looks a bit long, but that’s just because we tried to describe the settings as clearly and with as much detail as possible.<\/p>\n\n\n\n

    <\/div>\n\n\n\n

    Step One:<\/strong>
    Creating a Report for Exporting<\/strong> Data<\/strong> from Planfix to Excel<\/strong>
    <\/h3>\n\n\n\n

    Create a new report based on tasks:<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Add the columns to it that you’ll need for your Gantt chart:<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Set selection parameters and sort by “Start date”:<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    Save and run the report. What we get is a compact table with our results:<\/p>\n\n\n\n

    \"\"<\/a>
    \u0421lick to view full size<\/em><\/figcaption><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Export it to Excel:<\/p>\n\n\n\n

    \"\"<\/a>
    \u0421lick to view full size<\/em><\/figcaption><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    That’s the end of the first step. You now have the data you need in Excel to build the Gantt chart<\/a>, and all you have to do is create it.<\/p>\n\n\n\n

    <\/div>\n\n\n\n

    Step Two:<\/strong>
    Creating the Gantt Chart in Excel<\/strong>
    <\/h3>\n\n\n\n

    To create the chart, you’ll need to download the Gantt chart template<\/a> in Excel.<\/p>\n\n\n\n

    What follows is a simple copy and paste:<\/p>\n\n\n\n