gantt chart type

13
Gantt chart type On this page you will learn how to configure Gantt chart: Settings Tab Select the chart type Select data series Adjustments Tab Set the table data orientation Set the decimal separator Set the date format Set the worklog settings Set the minimal and maximal values Set the scale step Look Tab Set the height and width of the chart Set colors Align chart Show grid Show/Hide source data Hide chart controls Set the chart title Set axis labels Filter the source table Set dependencies Zoom in Chart Example Rendered Chart

Upload: others

Post on 20-Apr-2022

24 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Gantt chart type

Gantt chart type

On this page you will learn how to configure Gantt chart:

Settings TabSelect the chart typeSelect data series

Adjustments TabSet the table data orientationSet the decimal separatorSet the date formatSet the worklog settingsSet the minimal and maximal valuesSet the scale step

Look TabSet the height and width of the chartSet colorsAlign chartShow gridShow/Hide source dataHide chart controlsSet the chart titleSet axis labelsFilter the source tableSet dependencies

Zoom in Chart

Example

Rendered Chart

Page 2: Gantt chart type

Parameters in Macro Browser

Type Gantt

Labels column P

roject*Phase

Data Tables in Macro Placeholder

Project Phase Start Date

End Date

Completion Ratio

Project One

Planning and Research

01 Jan 2019

30 Jan 2019

95%

Project One

Development

01 Feb 2019

30 Apr 2019

27%

Project One

Testing 01 May 2019

15 May 2019

0%

Project One

Deployment

16 May 2019

22 May 2019

0%

Project Two

Planning and Research

15 Dec 2018

15 Jan 2019

95%

Project Two

Development

16 Jan 2019

15 Apr 2019

27%

Project Two

Testing 16 Apr 2019

21 Apr 2019

0%

Project Two

Deployment

22 Apr 2019

30 Apr 2019

0%

Project Milestone Description of Milestone

Date

Page 3: Gantt chart type

Milestone (a star that isa key event of a particular project)

Project One

RC ompletion of development

7 May 2019 

Project Two

RC ompletion of development

19 Apr 2019 

Event Description of Event

Date

Today today

Demo 1 Release of Demo 1 12 May 2019

Demo 2 Release of Demo 2 27 Apr 2019

Here's the example on alculate how to cthe completion ratio in Table Transformer.

Page 4: Gantt chart type

Event (a verticalline that doesn't belong to any project)Description of MilestoneDescription of Event

Page 5: Gantt chart type

Values column S

tartDate*EndDate*Completion Ratio (the percentage of completed work)Date

*  - Minimum required columns to build the Gantt chart

Page 6: Gantt chart type

1. 2. 3.

4.

1. 2.

3. 4.

5.

1. 2. 3.

4.

Parameters

Settings Tab

Select the chart type

To select the chart type in the page view mode:

Insert the Chart from Table macro.Hover over the chart controls on the right of the table.Locate the  option and select the chart type. The chart will Type   be automatically re-generated.To save the modifications in the macro body, click the cogwheel icon and select Save changes.

To select the chart type in the macro browser:

Switch the page to the edit mode.Insert the Chart from Table macro and paste the table within the macro body.Select the macro and click  .EditLocate the  option in the   tab and select the chart Type  Settingstype.Save the macro and the page.

Select data series

Labels column - the column containing for data values.labels

Values column - the column or columns containing numerical valuesfor chart generation.

To select data series in the page view mode:

Insert the Chart from Table macro.Hover over the chart controls on the right of the table.Locate the and options and Labels column Values columnselect the table columns containing data for chart generation. The chart will be automatically re-generated.

See also a blog post: 5 Tips to Become a Gantt Chart Expert Using Atlassian Confluenceto learn more about the completionratio, events, and milestoneson the Gantt chart.

Page 7: Gantt chart type

4.

1. 2.

3. 4.

5.

1. 2. 3. 4. 5. 6.

1. 2. 3. 4. 5.

6.

1. 2. 3. 4. 5.

6.

To save the modifications in the macro body, click the cogwheel icon and select Save changes.

To select data series in the macro browser:

Switch the page to the edit mode.Insert the Chart from Table macro and paste the table within the macro body.Select the macro and click  .EditLocate in the the Labels column and Values column options

 tab and select the table columns containing data for Settingschart generation.Save the macro and the page.

Adjustments Tab

Set the table data orientation

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the  tab.Adjustments Locate the  option.Table data orientation Select the Vertical or Horizontal option.Save the macro and the page.

Set the decimal separator

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the  tab.Adjustments Locate the   option.Decimal separatorSpecify the correct decimal separator for numeric values in the source table (point or comma).Save the macro and the page.

Set the date format

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the  tab.Adjustments Locate the   option.Date formatSpecify the   for date values in the source correct date formattable.Save the macro and the page.

Page 8: Gantt chart type

1. 2. 3. 4. 5.

a.

b.

c.

d.

e.

f.

g.

6.

1. 2. 3. 4.

5.

Set the worklog settings

Switch the page to the edit mode.Select the macro and click Edit.Switch to the  tab.Adjustments Click the   button.Set worklog settingsIn the opened form, define the worklog parameters, as follows:

Days in week - enter the number of business days in a week.Hours in day - enter the number of working hours in one business day.Time format - select the used time format in worklog values.Week shortening - enter the shortening for the week time unit if you use any language different from English.Day shortening - enter the shortening for the day time unit if you use any language different from English.Hour shortening - enter the shortening for the hour time unit if you use any language different from English.Minute shortening - enter the shortening for the minute time unit if you use any language different from English.

Save the macro and the page.

Set the minimal and maximal values

Minimal value - the minimal value for showing only data values greater than the specified minimal value.

Maximal value - You can specify the maximal value for showing only data values not greater than the specified maximal value.

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the  tab.Adjustments Locate the  and options and set the Minimal Maximal valuevalues.Save the macro and the page.

Set the scale step

If the app detects the incorrect date format in the page view mode it presents you with the note panel where you can enter

. It is saved automatically if it is treated the correct date formatas the correct date format.

Please ensure that the worklog parameters set in the macro are identical to parameters configured in Atlassian JIRA.

Worklog time units in different languages are denoted with different shortenings. Please adjust them according to your JIRA localization settings.

Page 9: Gantt chart type

1. 2. 3. 4.

5.

1. 2. 3. 4. 5. 6.

1. 2. 3. 4. 5. 6.

7.

Scale Step - the required scale step for showing the numeric values in the chart.

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the  tab.Adjustments Locate the appropriate option depending on the chart type and set the scale step.Save the macro and the page.

Look Tab

Set the height and width of the chart

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate the   and   fields.Height WidthEnter the appropriate dimensions of the chart.Save the macro and the page.

Set colors

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate the   button and click it.Select colorsSelect the appropriate colors for each label.To set individual column colors, locate the  optioColor scheme n.Select the   or  option.Multicolor Colors in the table columns 

1.

2. 3. 4.

To set the Height and Width of the chart in the page view mode:

Hover over the chart controls on the right of the table.Locate the   and   fields.Height WidthEnter the appropriate dimensions of the chart.To save the modifications in the macro body, click the cogwheel icon and select Save changes.

to set the height of bars. Add   after the height value /bar

Page 10: Gantt chart type

8.

9.

10.

1. 2. 3. 4. 5.

6.

1. 2. 3. 4. 5.

Select the appropriate colors for each column for the Multicoloroption.Select the corresponding columns with colors for the Colors in

option. You can use colors from or the table columns this listdefine your own HEX code colors.Save the macro and the page.

Align chart

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate the   option.Align chartSelect the appropriate chart alignment, as follows:

LeftCenterRight

Save the macro and the page.

Show grid

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate and enable the   option.Show gridSave the macro and the page.

1.

2.

3.

To set the colors in the page view mode:

Hover over the chart controls on the right of the table.Click the cogwheel icon, locate the opt Select colors ion. Select the or Multicolor Colors in the table

option. Pick the colors or columns with columns colors and click . The chart will be  Applyautomatically re-generated.To save the modifications in the macro body, click the cogwheel icon and select Save changes.

Page 11: Gantt chart type

1. 2. 3.

4.

1. 2. 3. 4. 5.

Show/Hide source data

Switch the page to the edit mode.Select the macro and click  .EditLocate the option and select the appropriate  Source data option, as follows:

Show all contentHide tablesHide all content

Save the macro and the page.

Hide chart controls

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate and enable the   option.Hide chart controlsSave the macro and the page.

1.

2.

3.

To show/hide source data in the page view mode:

Hover over the chart controls on the right of the table.Click the cogwheel icon, select the Show source content, Hide source content (Hide tables, Hide all content) option.To save the modifications in the macro body, click the cogwheel icon and select Save changes.

Page 12: Gantt chart type

1. 2. 3. 4. 5.

1. 2. 3. 4.

5.

1. 2. 3.

1. 2.

3. 4.

Set the chart title

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate the   option and enter the title.Chart titleSave the macro and the page.

Set axis labels

Switch the page to the edit mode.Select the macro and click  .EditSwitch to the   tab.LookLocate the and options and Row axis label Value axis labelenter the labels.Save the macro and the page.

Filter the source table

Select one or more chart columns/sectors/bars.Only the related rows of the source table are displayed.Deselect all the columns/sectors/bars to display the whole source table.

Set dependencies

Open the page with the chart.Click the cogwheel icon and select the  Set dependenciesoption.Locate the arrows between tasks.To save the modifications, click the cogwheel icon and select Save changes.

Page 13: Gantt chart type

1. 2. 3.

1.

Zoom in ChartTo zoom in the chart:

Open the page with the chart you want to zoom in.Hover your mouse pointer over this chart.Hold down Ctrl and rotate the wheel button forward to zoom in the chart.

To navigate across the chart:

Hold down Ctrl (for Windows) or Alt (for MacOS) and drag the mouse pointer across the chart.