Timeline Zoom & Planner Data in Davide Bacci’s free Gantt template!
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- Опубліковано 22 лип 2024
- Davide Bacci has kindly updated his open source Gantt chart for Power BI to include a timeline zoom to month and year. Here’s how to put our Planner data in it and change out colors and date formats.
David Bacci’s Github: github.com/PBI-David/Deneb-Sh...
Get Planner data in Power BI: • Get Planner Task Detai...
Gem image attribution to pngtree
Here’s the hex codes for the colors if you want to do a find and replace on them for other colors:
Progress bar fill: #c6ecb5
Progress bar border: #a0d786
Grouping fill: #dceaf7
0:00 Intro
0:45 Importing the template
6:04 Customize colors
8:24 Date format
12:33 Dependencies
14:43 Widen task name column - Наука та технологія
This is just brilliant! And your videos on this control are the best-- so easy to follow and understand. The only thing I can't figure out is how to add an additional col or 2 of data between the task name and the dates. I don't find much info about learning vega enough to be able to get into the weeds like that for this complex a visualization. If I can figure it out, I'll post back, lol. Thanks again for a great series!
Thanks!! What works for me is to just copy the code from one of the other columns, paste it in with a comma, and replace the values. I did this on the 1.0 version here - don't use this exact code because it doesn't have the timeline zoom updates - but you can see where it's going somewhat. I added an assignee column in here, so if you search on "assignee" you can jump to the place where it's referenced: christine-payton.com/how-to-use-david-baccis-gantt-deneb-template/
Thanks, Christine, very useful.
Christine Payton, I really enjoyed watching this, so I hit the like button!
Aw thank you!
Honored to be the 100th like on this video. Very useful
Very good! Thanks, Christine!
Please let me know if you have created a video on how to manage resources, specifically to determine how many hours per week each resource is planned to work and to identify which resources might be overloaded. How would you suggest doing that? Thanks a lot!
Is there anything specific you would like to suggest?
Thanks! Check out premium Planner aka Project for the Web - I did a video on it pretty recently (ua-cam.com/video/PhTwhN7m6Lw/v-deo.html); it has resource planning for hours completed/hours remaining. The data for that goes to Dataverse, so you can use the Dataverse connectors to get it into Power BI. Though it has its own Gantt, so if all you want is the Gantt you don't need to extract it necessarily. 🙂
It's not perfect - I find the math it does to be a bit wonky when you edit the hours fields, but it's your best bet for this type of thing in M365 unless you want to DIY your own app with timesheet records.
Hi Christine
Thanks for the video. Is there anyway to have multiple bars for same task in Gantt chart (Planned Vs Actual)
Not currently
Amazing work, It is possible to modify the gantt for calculate the days for each task based only in the work days ?
Yeah, if you're using a date table or something you can filter out dates. So if you make a measure or calc column that gets the duration you want, you can just slot that in place of the old one, just make sure it's named the same thing.
This is outstanding - thank you for the clear walkthrough! How could I similarly use data from MS Project? Ideally PWA.
If you're in Project for the Web, there are a slew of tables that store the data in Dataverse in the default environment, so you can get to it with the Dataverse connector. It's on my backlog to do a video on it too, just haven't gotten to it yet! Proj Online is distinct, too, that one is with the SP Online List connector
Could you please let us know the best gantt visuals have grouping option with no limit for grouping. Thank you
None of the free ones, that's for sure. For the paid visuals, you might try xviz, which lets you have up to three levels (but not unlimited).
Thanks, Christine, very useful, this solution have some way to show baseline data?
Not really that I’m aware of, perhaps Davide will be willing to put that on his backlog. :)
Hello, first I would like to thank you for the excellent content.
I'm trying a problem and I'm not able to solve it, if you can help me I'll be grateful.
By zooming in on the graph visualizing the days, we can see that on weekends (Saturday and Sunday), it is shaded.
However this shading for me is getting on Sunday and Monday, would you know how to help me to correct this?
Thank you in advance
Answered this here, cross-linking in case someone else has the same question: www.linkedin.com/feed/update/urn:li:activity:7198339576996720641?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7198339576996720641%2C7204854094455287812%29&replyUrn=urn%3Ali%3Acomment%3A%28activity%3A7198339576996720641%2C7206439406449090560%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287204854094455287812%2Curn%3Ali%3Aactivity%3A7198339576996720641%29&dashReplyUrn=urn%3Ali%3Afsd_comment%3A%287206439406449090560%2Curn%3Ali%3Aactivity%3A7198339576996720641%29
Your videos have saved my life. Thank you Christine 😊 I am trying to apply this template for a portfolio planning, but I can’t get the “phases” replaced with project names.
Isn’t possible to do that ? 😢
Thanks!! Hyperbole I hope. I tried it out and it seems to work for me if I just take my project name column and drop it in where the phase field would go and rename it to phase. It looks for the grouping field by the name "phase", so if you wanted to call it something else you'd need to replace the references for that in the JSON. Your tasks all need to be in a single table, though, not sure if yours are or not - if they're not you can append them in PQ.
Is there a way to sort the buckets in the gantt? I've numbered my buckets 01., 02. etc so they'd appear in a certain order but they're all mixed up
Oh you know what, I think it's possibly sorting by the task start date. I think they're assuming traditional project management phases, like you complete all the planning tasks before starting the executing tasks etc. The sort is controlled in the JSON, but it'd take a bit of prodding to figure out how to change it - will put it on my list, but if you figure it out please share. :)
Chat GPT is quite good at modifying chunks of the JSON, if you can figure out where it is with the search tool.
any idea how to customize the order of the phases?
I think it’s alphabetical by default, so super easy way is to just tack a number onto the front to force the sort. Otherwise you can try setting a custom sort order by sorting the bucket column on another column in column settings (so add a second custom column with numeric values and sort on that).
How do I get the new Planner website version? I have it in Teams, but need it online so I can link with Power BI. Looked everywhere and can’t figure it out.
It's the Project app in the app launcher, or if you go to project.microsoft.com you should be able to get there. It's basically rebranded Project for the Web on the browser end right now--
@@bi-omeI’m not sure what you mean. My team and I use Project for larger projects and Planner for lower complex task mgmt. When I go to the Project app launcher, it takes me to the normal Project for Web app, but I’m wondering if there’s a way to get the Planner website version which to my knowledge is only available in Teams right now. My understanding is that the website version is called Planner premium. Since my team uses both Project and Planner (which is annoying to have to use both as is), I have a Power BI reports for both. The Planner report was constructed by following your previous videos on how to get Planner data in PBI. Ultimately, I’m trying to figure out how to create a single PBI report that pulls all Project and Planner data into one report to easily monitor on time milestone completion, etc. as well as get a quick summary of program/project health so I know if we’re on track or not. We’ve been in heaven since the new Planner released in Teams, allowing them to update everything in one place. Similarly, if I had the new Planner website version as well, coupled with your video on how to pull Planner data for all plans, I would then have a PBI report with all Project/Planner easily consolidated in one place. Is this possible?
Do you happen to know if it's possible to set up the "Month" view by default? I'm just looking into it, but I can't seem to figure it out
Probably! I'm not sure how offhand, I'll try pinging Davide and see if he wants to add it onto a possible v3 :)
@@bi-ome thank you for your reply! 😊
How can we change the code to personalize the color of each phase of the project ? Thank you.
That’s what we do in the video. We exchange the default colors for our own colors here - just keep following the same pattern for however many buckets you have using the hex color codes.
@@bi-ome Thank you for your reply. I didn't ask my question correctly. I have already added the status (jalon) of my project on the Gantt, I need to color the task with a specific color for each status (jalon). Example :
"name": "coloursDark",
"value": [
"#DE5320",
"#FFC000",
"#92D050",
"#00B0F0",
"#0070C0",
"#008080",
"#B3B3B3"
],
"on": [
{
"events": {"data": "jalon"},
"update": "[
(datum.jalon == 'En attente d''analyse') ? '#DE5320' :
(datum.jalon == 'Pré-mandat') ? '#FFC000' :
(datum.jalon == 'Mandat') ? '#92D050' :
(datum.jalon == 'Appel d''offres en cours') ? '#00B0F0' :
(datum.jalon == 'Évaluation') ? '#0070C0' :
(datum.jalon == 'Contrat en cours') ? '#008080' :
(datum.jalon == 'En attente de terminaison') ? '#B3B3B3' :
'#000000'
]"
I should have the same condition for the "coloursLight".
Thank you for your help.
@@bi-ome Thank you for your reply. I didn't ask my question correctly. I have already added the status (jalon) of my project on the Gantt, I need to color the task with a specific color for each status (jalon). Example :
"name": "coloursDark",
"value": [
"#DE5320",
"#FFC000",
"#92D050",
"#00B0F0",
"#0070C0",
"#008080",
"#B3B3B3"
],
"on": [
{
"events": {"data": "jalon"},
"update": "datum.jalon === 'En attente d''analyse' ? '#DE5320' :
datum.jalon === 'Pré-mandat' ? '#FFC000' :
datum.jalon === 'Mandat' ? '#92D050' :
datum.jalon === 'Appel d''offres en cours' ? '#00B0F0' :
datum.jalon === 'Évaluation' ? '#0070C0' :
datum.jalon === 'Contrat en cours' ? '#008080' :
datum.jalon === 'En attente de terminaison' ? '#B3B3B3' :
'#000000'"
}
]
Where should have the same condition for the coloursLight. Thank you for your help.
I try it but i'm not able to run it. I think some lines must be change.
🖖
I have noticed that the visual is not scrollable for me, even if lines are no longer visible. Is this a limitation of the visual?
You can scroll, it’s just not with mouse wheel because mouse wheel is the zoom. I think it’s click and drag if I remember to go down. Not at a computer right now to double check but try clicking and dragging :)
Thanks for the tip. Works exactly as described 😊😊
@@bi-ome would it be possible to add a scroll functionality? I think it's currently both pinch and scroll actions are set to zooming, but it'd be nice to change the scroll action to go up and down only and leave the pinch option for zooming.
@@shahriarrayhan2222 Honestly, I would just set the canvas height to about double whatever it is now, set it to fit to width for the view, and then drag the visual so that it takes up most of the height. That will let you scroll up and down with the canvas itself - so similar effect, but takes almost no time at all to set up.
@@bi-ome thanks for the tip! I actually found a better and more dynamic way to handle this. I replaced the height of the canvas from "pbiContainerHeight" to the following: "length(data('tasks'))+length(data('phases')))*(yRowHeight+yRowPadding)"
^ basically, this just calculates the height of the canvas according to how many rows you have displaying the Gantt chart - and the scroll bar dynamically updates as the number of rows in the gantt chart changes (e.g., due to applying filters on the tasks)