04 Dec Create a Gantt Chart in Tableau
A Gantt chart is a type of bar chart that illustrates a project schedule, showing the tasks, dependencies, and timelines for completing a project. It is a useful tool for project management, helping to:
- Visualize the project timeline
- Track progress and deadlines
- Identify dependencies and critical path tasks
- Allocate resources and plan workloads
Here’s an example. Suppose we want to plan a marketing campaign for a new product launch. The campaign consists of the following tasks:
- Week 1-2: Social media setup and content creation
- Week 3-4: Influencer outreach and partnership development
- Week 5-6: Email marketing campaign design and deployment
- Week 7-8: Paid advertising (Google Ads, Facebook Ads)
- Week 9: Launch event planning and execution
- Week 10: Post-launch review and analysis
The Gantt chart would display these tasks as horizontal bars, showing the start and end dates, and dependencies between tasks. This visualization helps the marketing team:
- Plan and schedule tasks
- Identify dependencies and potential roadblocks
- Track progress and stay on schedule
- Allocate resources and assign tasks to team members
Let us see an example to create a Gantt Chart in Tableau:
We have created a new sheet with the name Gantt Chart in the same Tableau project Amit_Tableau.twb.
Go to the Marks card and from the dropdown, click Gantt Bar:
1. Select the Gantt Bar from the Marks pane in Tableau
Now, drag the Order Date from the Dimensions to the Columns Shelf:
2. Set the Order Date field for the columns shelf in Tableau
Drag Sub-Category to the Rows shelf:
3. Set SubCategory field for Rows Shelf in Tableau
Right-click on the Order Date under the Columns Shelf and select Exact Date. The order date will convert into exact dates:
4. Set the Exact Date for the Order Date columns in Tableau
Again right-click on the Order Date and click Filter:
5. Set a Filter for the Column Order Date in Tableau
Select a range of dates, and click Apply, and then OK:
6. Set the Range of Date filter for a column in Tableau
Now, the following is visible:
7. Gantt Chart created in Tableau
Now, drag the Dimension, Ship Mode to the Color in the Marks card.
8. Set a new Color for the Gantt Chart in Tableau
Drag the Measure, Quantity to the Size in the Marks card:
9. Set a different size for the Gannt Chart values in Tableau
Above, the Gantt chart is visible.
Keep the mouse cursor and the details are visible:
10. Keep the mouse cursor to display the details in the Tableau Gantt Chart
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