In this blog, you will learn about how to create Gantt chart in Tableau. A Gantt chart is a bar chart widely used in project management to map out a project’s schedule. It visually represents the start and end dates of various tasks, phases, or milestones, making it easier to understand the project’s timeline. Named after its creator Henry Gantt, this chart presents a clear view of task dependencies, project progress, and resource allocation.
Components of a Gantt Chart in Tableau:
- Tasks: These are the activities that must be completed for the project, displayed on the vertical axis.
- Time axis: The horizontal axis shows the timeline, which can be in days, weeks, months, or any relevant time units, depending on the duration of the project.
- Bars: Horizontal bars show the duration of each task. The length of the bars shows the start and end dates, which indicate how long each task will take.
- Milestones: Important events or accomplishments in the project, which are marked by symbols or special markers on the chart.
- Dependencies: Lines or arrows between tasks that show how the completion of one task affects the start of another task.
- Progress: Some Gantt charts show progress within the bars, making it easy to see how much of each task has been completed.
Use Case of Gantt chart in Tableau:
- Project Management: Essential for planning, scheduling, and tracking project activities.
- Event Planning: Outlines tasks such as venue booking, catering, and promotions to ensure everything is on time.
- Product Development: Tracks tasks such as design, development, testing, and launch, coordinating team efforts throughout the project lifecycle.
- Construction Projects: Schedules tasks such as site preparation and building construction, managing the complex sequence of activities.
- Marketing Campaigns: Plans and tracks activities such as content creation and campaign launches to ensure all tasks are timely and aligned.
- Research Projects: Manages tasks such as literature reviews, data collection, and analysis to keep research on track.
Dataset Description
There are six attributes that are included in the dataset that pertain to product sales. These attributes are as follows: Category, Product, Quantity, Unit Price, Total Price, and Profit. These attributes provide insights on the performance and profitability of other things. You can download the dataset from here.
Steps to create Gantt Chart in Tableau
Step 1: Open Tableau
Step 2: Click on Text file to connect with Tableau
You can select other data connecting source type also such as excel, csv, SQL database, cloud database and many more.
Step 3: Browse csv file (or other file format as your need) and click on Open
Step 4: Click on Sheet 1 (Worksheet) to make visual
Step 5: Click on Dropdown with Standard and select Entire View
Step 6: Drag Assigned To and Status to Rows to create gantt chart for both
Step 7: Drag End Date to Columns
Step 8: click on the arrow icon from YEAR(End Date) and select Filter…
Step 9: Unselect from 2024 and click on OK
Step 10: Again, click on the arrow icon from YEAR(End Date) and select Month
Step 11: Drag-n-drop Points over Color and Size; To give color and size to gantt chart
Conclusion:
Gantt charts are an essential tool for managing and scheduling projects because they offer a graphical representation of the activities, deadlines, and dependencies involved in the project. Organizing and managing project operations, monitoring progress, and optimizing resource allocation are all made easier with its assistance. Using Tableau, we are able to generate Gantt charts that are both dynamic and interactive, and they can be integrated into full dashboards. These dashboards provide essential information that can be used to effectively execute projects.
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