Mini Excel for Gantt Charts

You can edit the data in the Gantt chart using the mini Excel.

To access this mini Excel, click on the button Edit Data in the action bar (Figure 1, “Button Edit Data”).

Alternatively, perform a double-click on the chart.

The mini Excel opens in a separate window.

The first two columns show phases and rows. Here, you can also rename the phases and rows, using the column Name.

In addition, you can add tasks using the following columns. Each task consists of the start date (StartN), the end date (EndN) and the label (LabelN).

You can add as many tasks per row as required. To do so, add columns following the same pattern (StartN, EndN, LabelN).

A task does not necessarily need a label (Figure 2, “Task without Label”).

To add a milestone, leave the start or end date empty. Here, you can also add a label (Figure 3, “Milestone with Label”).

To use the date or time span as the label for tasks, milestones or phase arrows, enter <date> in the label column (Figure 4, “Automatic Date Label for Phase Arrow”).

You can also view and edit your notes areas in the mini Excel.

If you only want to add text, use the columns Notes1 and Notes2 and add text to required cells (Figure 5, “Notes Area with Text”).

To add Harvey Balls, traffic lights or checkboxes to your notes areas, use the columns Notes1Harvey, Notes2Harvey, Notes1Traffic, Notes2Traffic, Notes1Check and Notes2Check (Figure 6, “Notes Area with Status Elements”).

For the Harvey Ball columns, enter percentages (e.g. 50%) into the required cells.

For traffic light columns, enter g for a green traffic light, y for a yellow traffic light and r for a red traffic light.

For checkbox columns, enter 0 for empty checkboxes, 1 for checked checkboxes and 2 for crossed checkboxes.

You can also combine text and status elements or multiple status elements in one notes area by using the respective columns for Notes1 or Notes2.

To remove all redundant columns from the mini Excel, click on the button Gantt in the action bar (Figure 7, “Button Gantt in Mini Excel”).

If your mini Excel contains issues, a note appears in the upper right corner of the mini Excel (Figure 8, “Warning”).

Click on this note to view further information about the issue (Figure 9, “Error List”).

To navigate to the affected cells, click on the cell numbers.