Much like my Excel Gantt Chart, this Excel Gantt Chart Summary was built on the same exact principal. I had given up all hope of finding a suitable project summary through countless Google searches, so I just decided to build one on my own. That said, why would I just keep this good one all to myself and not spread the love?

Just like all my other templates, this is no exception. Here is a quick summary and download link if you are just looking to grab the file and run. If you are curious how to build one of these on your own, please, continue reading through the article and i’ll give you a bit of a crash course on how I created this excel gantt summary template.

Excel Gantt Chart Summary Template

Availability: Tested in Microsoft Excel 2007-2013
Features: Project Gantt Summary, Work Stream Summary, Dynamic Charting, Concurrent Milestone Tracking
Functionality: Create up to 8 work stream summaries, with up to 8 milestones per work stream. In addition, not limit to timespan spanning from weeks to multiple years!

Excel Gantt Chart Summary 104.45 KB 8090 downloads

Use this template to provide a timeline summary ...

Creating the Summary Gantt Chart

The Project Gantt Chart Summary Concept

This one really gave me a run for my money when putting it together. I mean, I actually had an easier time putting together the Excel Gantt Chart than I did with this one. With this template, I was determined to build the gantt summary in an excel chart. I had taken the concept of how Excel treats dates/times, which are all serial values, and performed some calculations against those in order to chart the gantt into a bar chart.

So how did I do it? Well without going into just a ton of details (and headaches), I had determined that if I was going to use a chart, I had to use date serial values. Once I figured out the start date in serial terms, I had to allot an amount of items I would let into the chart which in this instance I chose 8 milestone summaries. Next up, I created the work streams simply by replicating the single instance I had already created.

To generate the bars on the charts I had to account for three things.

1. The amount of space I wanted the milestone to take up
2. Determine the amount of “empty” space for where values were, well, empty
3. Set the milestone summary names to the date blocks

For item 1, I determined the start date of the PROJECT (not the task), then calculated the different between the project start date and the start date of the milestone. From there, I did the same thing to determine the end date of the milestone against the start date of the project. Since I was generating numbers such as 49, 78, 163 (all representing days), I when these are plotted they stack against each other in a ‘stacked’ bar chart.

Which leads me to number 2, everything was collapsed because there wasn’t anything to spread it apart. So I calculated the gaps between each of the milestones, as well as the gaps between the project start and first milestone start. As well as calculating the end date of the last milestone against the project end date.

Ok, now that we got pretty little blocks this looked visually stunning, but not very dynamic. I couldn’t put this awesome Excel Gantt Chart Summary and have the milestones on the chart being static. Yuck! So I just simply added data labels to the milestones and set calculations off of the milestone values in the data.

Whew, ok, so I’m going to leave this one up to you all to download and enjoy. Any questions, just shoot me a note below on my comments and I’ll respond as soon as I can. Also, any ideas for improvements? Let me know! Enjoy!