Gantt Chart in Tableau

Jamie Fry
A free video tutorial from Jamie Fry
Principal Analyst Team Lead
4.5 instructor rating • 2 courses • 23,218 students

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Master Course in Tableau 10 & 2020 for Business Intelligence

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09:06:33 of on-demand video • Updated May 2020

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English [Auto] Hello welcome back. So in this lecture we are going to be going over charts now if not done so already. You do need to save your workbook. We are still using the same one from the previous lectures that we've been doing and it might be worth you just tidy tidying it up in case you have any stray worksheets to strutting around which you don't want to keep because they used it we're going to be creating from now on. We're actually going to be putting into a dashboard. So I'd like you to keep your workbook as tidy as possible so please create a new worksheet. Start brewing again chart again. Charts are a great way of visualizing time and what we're going to do is we're going to look at construction projects over time. So if you make sure you've selected you put your list infrastructure kind of diversion to data here. What I want to do is I want you to grab the construction start date and know when to put that into columns. I want you to grab on the pushy number and put that into rows. How do members. And then I want you to grab the program and put that in color. Then what I want to do is I want to change the Year of the construction start date which is currently sitting in columns to be exact date. This changes it from a dimension interim measure and then you can see that profoundly change is the way our chart works. You have to have a measure a date as a measure and columns for a Gantt chart to work on the very last thing we're going to do is pull out your patients days which is what we made you know and calculated fields lecture. This works out the duration of our construction project we're going to pull that into the size what happens there is Tablo looks at the construction start date and then it adds a bar about equal to the number of days of generation. So that bar happens to then and on the end on the construction project and date and that is how we create a simple Gantt chart you can see this is a very large visual because we've got all of the putting numbers or the projects in that was actually to put that to entice you. You'll see that not too useful in this particular case. There has been cases where I have actually done that. I've shown many many many projects in the start and ends because. And obviously coloring it by something which gives it meaning. So in this case program it is quite easy to show very stories and it is quite easy then to show the length and the size of the projects that you are actually undertaking. Something else we can do is we can order this so the projects rather than by putting the number where we can do. So we can have it start the very top project can be the project with the earliest start date and so forth going down to do that we just click on project number on the error here. And then we kick sort. And what were we going to do. Is it going to click filled and we're going to change that to construction start date and we want it to be the minimum we're going to take apply and then we're going to click OK. That gives us a nice curve like say so the realease project is that one that starts on the 22nd of the 11th 2002 OK let's make this a little bit more usable. Let's let's just name that Ganns. And we're going to create a new sheet and we're going to create another gunshot a more usable one. And then we get to make a bit more advanced. We're going to turn it into a bit of a controlled shot. So I want to bring in construction start again into columns. Change it to an exact date and I want you to bring program into colors again and the pushing number into rows and then a way to bring curation back into size. But this time I want you to Peru construction start date into the field to. And I want you to click on years and what I want to see is 2014 and then we're going to set that sort up again. And we are going to order its by the is construction start. Like so brilliant so now that's a lot more usable. I can clearly see the projects going on. In fact I'm actually going to add important title after the number so I can see a little bit more of what's going on there. Fantastic. And you can actually see we have some projects which haven't zero-G ration and that's because they have a construction start day but they don't have an end date. I should also note that if there's any projects which don't have a construction start date they will not appear in this visual. So what am I going to do with these construction start. These these ones have no duration. We're going to bring in and date and what we should do is we should say only relativize so in case you missed that. Then we do that again. Brought an end date. It just clicked next. And then says I'm not doing anything here other than the clicking OK because I have this drop down here this is really showing me relevant values. Now if it's relevant by you that means it has something in the cell is not relevant by you. Essentially it's not going to click OK. And you can see that that change is obvious you just this brilliant so now I can clearly see what going on. When and when these projects overlap However there's more I can do when we're going to add in some reference lines to do that. I'm going to write click down here on the axes and I would not click and reference line. Now what I can do is I can add in bands from the construction start to the construction and however we're going to be missing something here. So I wanted to add in the band and I have a construction start there. I can't select to go to the construction and so the moment all I can do is select to have a minimum my construction start and then again I'm just going to have a band between the start date and the start date. That's not going to show me anything. I need to be able to select my construction and day. So how do I bring that selection in here. How do I reference that. Let me show you how that works. I'm just going to right click here remove that line we need to do. You need to have it within the detail. Mark's card. So if we bring in the construction and date into detail and we also bring in the dummy for cost and date details we're going to use that too. And then that's it. Ditto but that's not quite enough. We also need to change these to measure as well. So I'm going to click and change that exact date and I'm going to click and change this one to the exact date as well. There you go. And that's exactly what we need. If you ever want to reference something in a reference line you have to bring it into detail type here. You have to have it on your mark's card. It's a tablet can reference it. So we can get it right click down here and click Add Reference like and I'm going to click on band and I'm going to click construction start date minimum and then I'm going to click on construction dummy for cost and maximum. OK then what am I going to do. I'm going to remove these labels because they're a bit messy. And I'm going to pitch in a dotted line which I'm going to keep it black for now. And I'm going to keep the fear was like Ray. So what's that telling me. So the personnel and power paint would give me the same results here. First of all if the entire table. Well that's doing is that's basically giving me the very earliest start date all the way to the very latest dummy for cost and change that box per paint is going to do that. Each project now wants this dummy for cost and is it just some fake data I put in. So we have the construction start in the construction end which is real data. However if you want to use a chart like this stretching figure out whether a project is on time or not you can actually put in your forecast and date as well. So what's the green bar showing me the green bar is showing me the plant and the plant. So we're going to start here and we plan on ending here what this gray bar is telling me is the cost overrun that we're going to have. And in some cases we're going to have underrun like this one here or this one down here where it's clear the same ratshit going to finish before we start. That's just my my dummy data. I've put in the wrong the wrong values. I've just put in dummy data there. So this is very useful for actually telling stories and in some cases what you can actually do is you can show progress. So this Barkat actually progress. So instead of generation being the between the starts in the air and data plan then you could actually have this between the start date and the current date which cases bar would be curation. And then you could have the planned date as a reference line. So these gunshots extremely useful when you start bringing reference lines in. You start using them as control charts and that's why I really wanted to leave Gantt chart so this point in the course I don't want to show them early on to show some basic ones. I really wanted to show you how you would end up using them in real life. And the majority of the time you're going to be using reference lines with gunshots. Otherwise they're not too useful while himself. The whole point and Guy tries to aid a decision maker and adding in reference lines helps you do that helps you create the Gantt chart that you want. And in fact in some cases you don't even need to create a Gantt chart using the traditional ways of doing it. You could just use reference lines but take some duration out of size. It removes it completely and in fact all it needs to do then is just leave it like this. I could take program out as well and I've actually I've got there is my my reference lines essentially. So you kind of brought a gunshot which is reference lines. If you wish and I had done that on occasion Well I haven't wanted to use measures so I'm going to rename the sheet as get 20:14 and I'm going to save my workbook and then I'm going to see in the next lecture. I've got one guys.