Timeline v1 Subscriber

Launch Excel Timeline Template

TermsTerms of Use

Use this workbook for your own work but please don't sell

Feel free to study, modify and use this template for your own work, but please don't sell this template for any monetary (or other) gain.

Limitation of Liability - this workbook is for educational purposes

Please remember that I created this template for educational purposes.If you use this template for your business then in no event will I be held liable to you for any damages, including: lost profits lost savings any other damages (direct, indirect, special, incidental or consequential)that arise from using or misusing this template.

If you use this template then you agree to bear all risks and responsibility for the quality and performance of that usage.

But having said all that - please do enjoy and learn from this template. I hope it helps to build up your Excel skills!

Cheers - Victor

2012 Victor Chan. All rights reserved.http://www.launchexcel.com/timelines-in-excelhttp://www.launchexcel.com/timelines-in-excel-bonusPlease do not change, delete or hide these terms of use.

ContentsTimeline Template Contents Page (v1.0)

1. Timeline'The finished timeline - you can use this straight away (copy to new workbook)

2. Data'This worksheet shows the pure data with no chart

3. Chart Series 1'This worksheet shows the XY scatter chart with only one data series "Duration" and no formatting

4. Format series 1'Format the chart X-axis and Y-axis and milestone appearance for the data seies "Duration"

5. Error bars 1'Add vertical X and Y error bars to the "Duration" data series

6. Add Series 2'Add another data series "Completion" to the chart for task completion estimates

7. Format Series 2'Format the milestone markers to the same size and look of the data series "Duration"

8. Error bars 2'Add X error bars to the "Completion" data series, Remove Y error bars

9. Today Line'Add another data series "Today" to show where we are today

10. Chart legends'Enhance the look of the chart legends

Bonus Part 1'Add a third data series "At Risk" to show tasks that are at risk

Bonus Part 2'Format the data series "At Risk" - add X-error bars and remove the "x" shape marker

Bonus Part 3'Add the "At Risk" legend box

This workbook was designed for Excel 2010.Check out more products from Launch ExcelLaunch Excel Online StoreDo you want my step-by-step instructions for creating this timeline?Read my in-depth articles on Launch Excel:Timeline Article 1Timeline Article 2 2012

1. TimelineProject TimelineFor detailed instructions please visit my website:How to copy this timeline into Powerpoint as a pictureDate:Jan-20-2012
Excel Genius: Victor:In your live project timeline, replace the contents of this cell with the formula =TODAY() for today's datehttp://www.launchexcel.com/timelines-in-excel1. Select the chart2. Copy to the clipboard (CTRL + C)3. Fire up your Powerpoint presentation4. Paste special and choose a Picture format

Note about print setup

As there are so many different printersand paper sizes used throughout the worldI have not done much to make sure thetimeline prints out well.

If you want to print out the timelineyou should experiment with your ownprinter settings to find the best layout,

Cheers,Victor

X-axisX-error barX-error barY-error barX-axisX-error barY-error barSeries 1 & 2Series 1Series 2Series 1 & 2Series 3Series 3Series 3PhaseTypeStartDateEventDuration%CompleteCompletionHeight%DelayStartDateAt RiskHeightsTodayTodayJan-20-2012Today00%023Note: these two lines are used to calculate the TODAY lineTodayTodayJan-20-2012Today00%0-23Phase 1PhaseJan-05-2012Phase 11795%16.1520ERROR:#N/APhase 1TaskJan-05-2012Task 1-110100%1015ERROR:#N/APhase 1TaskJan-12-2012Task 1-21090%910ERROR:#N/APhase 2PhaseJan-15-2012Phase 22570%17.5-20ERROR:#N/APhase 2TaskJan-15-2012Task 2-11070%7-15ERROR:#N/APhase 2TaskJan-27-2012Task 2-21070%7-10100%Feb-06-201210-10Phase 2TaskJan-30-2012Task 2-31040%4-570%Feb-09-20127-5Phase 3PhaseFeb-10-2012Phase 32520%520ERROR:#N/APhase 3TaskFeb-10-2012Task 3-11020%21540%Feb-20-2012415Phase 3TaskFeb-20-2012Task 3-21020%210ERROR:#N/APhase 3TaskFeb-25-2012Task 3-3100%05ERROR:#N/APhase 4PhaseMar-02-2012Phase 4180%0-20ERROR:#N/APhase 4TaskMar-02-2012Task 4-1100%0-15ERROR:#N/APhase 4TaskMar-05-2012Task 4-2150%0-10ERROR:#N/A

&Fhttp://www.launchexcel.com/timelines-in-excelPage &P

2. DataProject TimelineThis worksheet shows the pure data with no chart< CONTENTS PAGEDate:Jan-20-2012Get down the details of your project events

X-axisX-error barX-error barY-error barX-axisX-error barY-error barSeries 1 & 2Series 1Series 2Series 1 & 2Series 3Series 3Series 3PhaseTypeStartDateEventDuration%CompleteCompletionHeight%DelayStartDateAt RiskHeightsTodayTodayJan-20-2012Today00%023Note: these two lines are used to calculate the TODAY lineTodayTodayJan-20-2012Today00%0-23Phase 1PhaseJan-05-2012Phase 11795%16.152020Phase 1TaskJan-05-2012Task 1-110100%101520Phase 1TaskJan-10-2012Task 1-21090%91015Phase 2PhaseJan-15-2012Phase 22570%17.5-20-10Phase 2TaskJan-15-2012Task 2-11070%7-15-15Phase 2TaskJan-27-2012Task 2-21070%7-10-15Phase 2TaskJan-30-2012Task 2-31040%4-5-20Phase 3PhaseFeb-10-2012Phase 32520%52020Phase 3TaskFeb-20-2012Task 3-11020%21515Phase 3TaskFeb-20-2012Task 3-21020%21015Phase 3TaskFeb-25-2012Task 3-3100%0510Phase 4PhaseMar-02-2012Phase 4180%0-20-15Phase 4TaskMar-02-2012Task 4-1100%0-15-15Phase 4TaskMar-05-2012Task 4-2150%0-10-20

Timeline XY-chart goes here(delete this text box before adding a chart)

3. Chart Series 1Project TimelineThis worksheet shows the XY scatter chart with only one data series "Duration" and no formatting< CONTENTS PAGEDate:Jan-20-2012Format the event markers to your liking (here I have used Green Diamonds, size 10 pts, no marker line)


4. Format series 1Project TimelineFormat the chart X-axis and Y-axis and milestone appearance for the data seies "Duration"< CONTENTS PAGEDate:Jan-20-2012Hide the Y-axis, hide horizontal guidelines, change the event labels, delete the legend and freeze panes at row 28.


5. Error bars 1Project TimelineAdd vertical X and Y error bars to the "Duration" data series< CONTENTS PAGEFormatting the error bars:Date:Jan-20-2012X-error bars show duration of each task, Y-error bars drop down to the X-axis to show the task start dateGray x-error bars, size 4 pts, solid lines, no end capBlue y-error bars, size 2 pts, dashed lines, no end cap


6. Add Series 2Project TimelineAdd another data series "Completion" to the chart for task completion estimates< CONTENTS PAGEDate:Jan-20-2012


7. Format Series 2Project TimelineFormat the event markers to the same size and look of the data series "Duration" (here Green Diamonds, size 10 pts)< CONTENTS PAGEDate:Jan-20-2012


8. Error bars 2Project TimelineAdd X error bars to the "Completion" data series, Remove Y error bars< CONTENTS PAGEFormatting the x-error bars:Date:Jan-20-2012X-error bars show completion of each task, Y-error bars are not needed because Series 1 & Series 2 start-dates are the sameGreen x-error bars, size 7 pts, solid lines, no end cap


9. Today LineProject TimelineAdd another data series "Today" to show where we are today< CONTENTS PAGEIncrease size of Plot Area:Date:Jan-20-2012Format the Today line to your liking (here I have used Red solid line, size 3 pts and no marker, label "Today" in bold)Adding the today line means there's less vertical spacefor the plot area, so I increased the plot area height


10. Chart legendsProject TimelineEnhance the look of the chart legends< CONTENTS PAGELegend Auto-update (Text box links):Date:Jan-20-2012Select chart then insert two text boxes (1) Duration (2) Completion - position these on the chart where there is spaceBoth text boxes are linked to cells in the data tableso when the cell contents are changed the text boxesare automatically updated.

Grey text box is linked to cell $E$30Green text box is linked to cell $G$30

Change the contents of E30 or G30 and see what happensto the words in the corresponding text box

Using text boxes for your chart legendsgives you flexibility to reposition themwhere you want them to go


Bonus Part 1Project TimelineMake your timeline show tasks that are at risk (part 1)http://www.launchexcel.com/timelines-in-excel-bonus< CONTENTS PAGEStopping zero values from appearing in chartDate:Jan-20-2012Add a third data series "At Risk" to show tasks that are at risk (here you can only see the faint "x" shape marker)When Excel creates a chart from a data seriesit plots all the values given to it even if thosevalues are zero. To stop zero values fromappearing in the chart I used NA() to returnan error that does not show on the chart:

Cell J33 = IF ( I33 > 0, C33 + E33, NA())

If you use either of these formulas:Cell J33 = IF ( I33 > 0, C33 + E33, 0)Cell J33 = IF ( I33 > 0, C33 + E33, "")

You will get this result!!!

X-axisX-error barX-error barY-error barX-axisX-error barY-error barSeries 1 & 2Series 1Series 2Series 1 & 2Series 3Series 3Series 3PhaseTypeStartDateEventDuration%CompleteCompletionHeight%DelayStartDateAt RiskHeightsTodayTodayJan-20-2012Today00%023Note: these two lines are used to calculate the TODAY lineTodayTodayJan-20-2012Today00%0-23Phase 1PhaseJan-05-2012Phase 11795%16.1520ERROR:#N/APhase 1TaskJan-05-2012Task 1-110100%1015ERROR:#N/APhase 1TaskJan-12-2012Task 1-21090%910ERROR:#N/APhase 2PhaseJan-15-2012Phase 22570%17.5-20ERROR:#N/APhase 2TaskJan-15-2012Task 2-11070%7-15ERROR:#N/APhase 2TaskJan-27-2012Task 2-21070%7-1050%Feb-06-20125-10Phase 2TaskJan-30-2012Task 2-31040%4-550%Feb-09-20125-5Phase 3PhaseFeb-10-2012Phase 32520%520ERROR:#N/APhase 3TaskFeb-10-2012Task 3-11020%21525%Feb-20-20122.515Phase 3TaskFeb-20-2012Task 3-21020%210ERROR:#N/APhase 3TaskFeb-25-2012Task 3-3100%05ERROR:#N/APhase 4PhaseMar-02-2012Phase 4180%0-20ERROR:#N/APhase 4TaskMar-02-2012Task 4-1100%0-15ERROR:#N/APhase 4TaskMar-05-2012Task 4-2150%0-10ERROR:#N/A

Bonus Part 2Project TimelineMake your timeline show tasks that are at risk (part 2)http://www.launchexcel.com/timelines-in-excel-bonus< CONTENTS PAGEFormatting the x-error bars:Date:Jan-20-2012Format the data series "At Risk" - add X-error bars and remove the "x" shape markerOrange x-error bars, size 4 pts, solid lines, no end cap


Bonus Part 3Project TimelineMake your timeline show tasks that are at risk (part 3)http://www.launchexcel.com/timelines-in-excel-bonus< CONTENTS PAGEFormatting the chart background:Date:Jan-20-2012Click on the chart and insert the "At Risk" legend box, linked to cell K30Light gray fill for chart and plot areas


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