Introduction: Power BI Gantt Chart with milestones

Created On
Last Updated On
byMichel Dekker
You are here:

Powerful insight into your planning and milestone performance

The Gantt chart is an excellent tool to visualize your program and project schedules and task dependencies. In the basis, it is a bar chart with tasks or activities on the vertical axis. The horizontal bars show for each task/activity the period between the start and end date (or time). Another important feature of the Gantt chart is that icons can be used to represent milestones: important moments within your project timeline.

The Power Gantt Chart for Power BI allows you to review both tasks/activities and milestones right in your Power BI reports. The Power Gantt Chart supports unlimited number of task/activities, hierarchy levels and milestones.

Key features of the Power Gantt Chart are:

  • Excellent visualization of your program and project schedules: Get a high level overview at first, but dive into details using the collapse/expand buttons. Zoom and scroll into specific periods using the zoom slider;
  • Progress bars: To indicate the progress and status of individual tasks;
  • Unlimited number of tasks, hierarchy levels and milestones: Add as many items as you like to your chart, so you’ll never have to omit any details to your chart;
  • Highly customisable: Add or remove columns, change colors of bars based on your own criteria, or change the date granularity;
  • Formatting options: In line with the options you know from the Power BI Line Chart, so no need to learn a new interface. And of course, theme colors and settings are supported;
  • Improved Tooltip support: Create independent tooltips for tasks and for milestones to show exactly the data you want.

How to use: Build visual

The large number of fields allows you to customize the Power Gantt Chart to exactly suit your needs. However, you don’t need to include them all to get started using the chart. At minimum, you need to specify four of the first five fields: Item, Item Name, Start date and End date. All other fields are optional. The following table shows example values of these fields and the resulting Power Gantt Chart.  

  • Item: each of the rows (projects/phases/tasks/etc.) you want to include requires a unique identifier. The field added here contains the unique identifier.
  • Parent: to create a hierarchy of the items you need to add a field here that refers to the unique identifier of the corresponding parent. A row that has no value (NULL) will be displayed as a top-level element.
  • Item name: add a field here with the descriptive name of each row.
  • Start date: the field you add here will determine where the bar will start. Support for two date-fields (actual, baseline). Make sure this field is a Date or Date/Time field.
  • End date: the field you add here will determine where the bar will end. Support for two date-fields (actual, baseline). Make sure this field is a Date or Date/Time field.
  • Progress: each row in the Power Gantt can display the progress expressed as a fraction (value between 0 and 1) or as a percentage. Include the field containing the progress here to show the progress bar. Please note, make sure to set the summarization of this column to “Don’t summarize”. This prevents items being dropped in case no progress is entered.
  • Additional columns: if needed you can show additional columns on the Power Gantt. These additional columns will be placed between the Item name and the bars. For example, add the owner, the duration of a task or hyperlinks to your overview here.
  • Legend: items can be grouped into categories. If you add a field containing these categories here each of the bars will be colored accordingly. At the top of the Power Gantt a legend will map each of the categories to a color.
  • Label: add a field here to show labels in your task/ project bars.
  • Tooltips: the fields added here will show in the tooltip when the user hovers over a specific bar.
  • Milestone date: the field added here determines the position of the Milestone marker on the Power Gantt.
  • Milestone: add a field here containing a descriptive label of the milestone. This label is visible in the Milestone tooltip
  • Milestone Legend: milestones can be grouped into categories. If you add a field containing these categories here each of the Milestone markers will be colored accordingly. At the top of the Power Gantt a legend will map each of the milestone categories to a color.
  • Milestone tooltips: the fields added here will show in the tooltip when the user hovers over a specific milestone marker.
  • Custom scale date and Custom scale groups: if these fields are left empty, the Year-Month date scale will show up by default.  Use the custom scale date and scale groups fields to add a custom date scale with custom groups. The aggregated hierarchy levels will show the custom hierarchy: anything that groups dates into a grouping, like the weeks of the year, ISO week numbers, Fiscal period, etc. You can add up to 4 categories to the Custom scale groups. Make sure to set to “Don’t summarize” and “Show items with no data”. If you have categories in the Custom scale groups field but no category in the Custom scale date, it will default to a standard Year-Month date scale. See Video Tutorial: how to add a custom date scale.
  • Zoomslider: set dynamically the timeframe shown by default in the zoomslider. Support for two date-fields (start, end). Make sure this field is a Date or Date/Time field.

How to use: Format visual

The Visual specific settings contain cards with formatting properties broken up into subcategories that allow you to change the default behavior of the visual:

  • License: here you can enter your PREMIUM license information to activate the visual with a premium license. These fields are not used for the PER USER license.
  • Grid: these settings allow you to change the formatting of the grid content (excluding the column headers and date scale). The available formatting subcategories are:
    • Vertical gridlines: here you can turn on/off the vertical grid lines and set the grid line Color and Width.
    • Horizontal gridlines: turn on/off the horizontal grid lines and set the grid line Color and Width.
    • Rows: change the Height and Padding between rows.
    • Outline: set the Color and Width of the outline.
    • Style: change the Horizontal alignment (Left, Center Right), Font family, text Size, emphasized text (Bold, Italic, Underline) and Color of the items in the grid (Item and Additional columns).
  • Column headers: headers can be switched off/on and customized. Available subcategories:
    • Outline: add an outline (None, Top only, Bottom only, Left, Right, Top + bottom, Left + right, Frame).
    • Style: set the Font family, text Size, emphasized text (Bold, Italic, Underline), Color and Background color of the column headers. Here you can also enable Text wrap.
  • Columns: format each column in the grid. Options available:
    • Apply settings to: select the column you want to format from the drop-down menu. Enable the option Apply to header to apply also the settings to the column header.
    • Title: rename here the column names.
    • Style: change the Horizontal alignment (Left, Center Right), Font family, text Size, emphasized text (Bold, Italic, Underline), Text color, Background color and Background Transparency of the columns. Here you can also enable Text wrap.
  • Date scale: can be to switched off/on and customized. Available subcategories:
    • Type: here you can change the type of date scale (Year, Year-Quarter, Year-Month, Year-Week). This option is available in standard date scale types. If you have a custom date scale with categories in the fields Custom scale date and Custom scale groups, the Show only groups in custom scale option will show up instead. Here you can enable the Overflow text.
    • Range: set here the Start and End dates to view a date range.
    • Style: set the Font family, text Size and emphasized text (Bold, Italic, Underline). The Color and Background color of the Date scale is set in the Column headers.
    • Today line: show/hide the today line by switching it off/on. Change the Style (solid, dotted, dashed), Color and Width of the line.
  • Legend:  show/hide the legend by clicking the toggle on/off. Available subcategories:
    • Position: here you can set the position of the legend to Top, Bottom, Left, Right, Top Center, Bottom Center, Left Center, Right Center.
    • Title: switch off/on the legend title and rename the Legend Name.
    • Style: change the Font family, text Size, emphasized text (Bold, Italic, Underline) and Color of the legend.
  • Items: here you can change the color of the items (bars) and baseline. If you have added a category to the Legend field, you can set here the color to each category specified in the Legend. If you have a category in the Parent field, by default the option Treat parent as is set to Parent-Child, select Group to show tasks in groups instead. If you have multiple items or tasks that overlap in a single row, enable the Show multiple items option, the Transparency option will also show up, by default set to 60, this will help the end user to distinguish whether there are multiple items overlapping, you can increase/ decrease the opacity. When the Show multiple items option is off and the Treat parent is set to Parent-child, by default the Add transparency option will be on, the children items will be lighter, this option can be switched off. By default all ‘incomplete’ items (Items that do not have a valid start/end date) are filtered. In case of having incomplete parent-child items for which you want to see the parent/child relations enable the Show incomplete items option to show these items in case they are required. Available options depending on your scenario:
    • Default: you can change the Items color (your theme color), set Show multiple items on and change the Transparency and/or set Show incomplete items on.
    • Baseline: if you add a Baseline to the Start and End date fields, you can change the color of the baseline bar (default black) in the Baseline color option. Also change the Items color and set Show multiple items and/or Show incomplete items on; if Show multiple items is on, then a Transparency toggle shows up.
    • Parent-child/Group: if you add a parent task to the Parent category, you can change the Items color, set the Treat parent as Parent-child or Group, set Show multiple items on and change the Transparency, set Show incomplete items on. The Add Transparency option is available if you have a Parent-child.
  • URL icon: this option is only available if you have formatted the URLs as hyperlinks in Power BI Desktop and if you drag and drop the data field to the Additional columns in the Build visual pane. Here you can set the Show URL as Icon option off.
  • Labels: if you add labels to your task/project bars, here you can show/hide all labels by clicking the toggle on/off. Available options: Item Column set this option off to hide the Item Names in front of the Item bars. Enable Overflow text or change the Position (Outside start, Inside start, Center, Inside end, Outside end) of the labels. You can also set the Style (Font family and Size, Bold, Italic, Underline and Font Color) of the labels.
  • Milestones: this option is only available if you add a data field to the Milestone Date. Here you can switch the Fill of the milestone shapes off/on, increase/ decrease the Border width and change the Milestones color and Milestones shape. If you also add a category to the Milestone Legend field, you have the following formatting options:
    • Switch the Fill of the milestone shapes in the legend and grid off/on
    • Increase/ decrease the Border width to set the width of the milestone shapes in the grid.
    • Apply settings to: select the milestone you want to format from the drop-down menu and change the Color and Shape.
  • Progress bar: add a category to the Progress field to see a progress bar within the task/project bars. Change here the Height (thickness) and Color of the progress bar. You can also enable the option Show as Column to take the progress bar outside the Item, and have it as a separate column. If this option is on, you will be able to change the Border color and Color of the ‘progress column’. The progress bar can be also switched off/on.
  • Zoomslider: helps you to easily examine a smaller range of the date/time in the PowerGantt chart without having to use a filter. The zoomslider is added on the chart’s x-axis and can be used for horizontal scrolling. Click and drag endpoints on sliders to adjust the dimensions of the chart, slide both endpoints toward the center. The closer the two endpoints are to each other, the more you zoom in to display shorter, finer segments. Click and hold down the left mouse button on the center section of the zoom bar and then scroll left or right to a particular point. Click on the date label to display and select from the Calendar instead. The zoomslider can also be switched off/on. Available formatting subcategories:
    • Color: to change the color of the zoomslider (endpoints and line).
    • Style: to change the Font family, text Size, emphasized text (Bold, Italic, Underline) and Font color of the zoomslider date labels.

The General settings contain cards that affect the visual container and are consistent across all visual types. Here you can also customize the general Title and Tooltips.

Try it yourself! Experience the Power Gantt Chart by trying it out for free. Click the button below to download the visual.

How to use: Examples

In this section you’ll find a couple of examples to get you started.

1: Only items

Selections work on the entire row. You can select the row by clicking on the bar or any of the fields (item name or additional columns) in the PowerGantt chart.

2: Items & milestones

2.1: Showing stacked milestones

Stacked milestones represented by an asterisk “*” will show up in the bars and in the legend when two or more milestones are finishing together and have the same completion date. The asterisk symbol will help you to quickly identify the items/ projects that have several milestones/ activities ending in the same date. When hovering over the Stacked milestones you get a tooltip where you can see the multiple milestones. You can format the color of the Stacked milestones and both the color and shape of the Milestones.

3: Items with hierarchy

Considerations and Limitations:
The Expand/ Collapse state is persisted in Power BI Desktop and Service in Edit mode so it will scroll back to the top when scrolling down and expanding/ collapsing items or tasks with hierarchy. Power BI Service in View mode DOES NOT scroll back to the top when you collapse or expand a parent-child item.

3.1: Treat parent as parent-child or group

Add a category to the Parent field and use the Treat parent as property to set it to Parent-child or Group. By default items will show as a Parent-child relation (see section 3. Items with hierarchy), select Group to create a group of tasks or items without expand/ collapse.

4: Show multiple items

By default the Show multiple items option is Off and the Gantt chart will show the first item from your dataset.

You can group multiple start and end dates to a single item and switch the Show multiple items option On, under Format your visual > Visual > Items.

If no category is set in the Legend but have multiple items (rows) under the same project with different start/ end dates, you will see different opacities of blue (standard color) with a default transparency of 60%. You can change the Items color in the palette and the Transparency by increasing the number for a lighter opacity or decreasing for a darker opacity.

If a category is set in the Legend, you will get the categories you have added listed under the Items and you will be able to change the colors per item.

5: Add a Baseline

Use a baseline to compare your original timeline with the current timeline of a project. This will help you to identify which tasks performed on time or ahead of schedule and which ones got delayed.

To create a baseline, go to your table and add two columns, one with the Baseline start dates and another with the Baseline end dates.

Then add the current start/ end date and then the baseline start/ end date categories from the Fields panel to the Start date and End date fields in the Visualizations panel.

The black bar below the active taskbar (in blue) represents your baseline. Move the cursor over the bars to see the actual and baseline dates in the tooltip.

Go to the Items in the Format pane to change the Items color and Baseline color.

6: Show Progress as a bar or as a column

Add a progress bar to display how much of the planned activity or goal has been completed in your project. By default the progress bar will be drawn in the item/task bars. Change the Height and Color of the progress bar in the Progress card.

To set a progress bar, go to your table and add a column with the progress values.

Enable the option Show as Column to take the progress bar outside the Item bars, and have the progress bars as a separate column. If this option is on, you will be able to set a Border color and Color.

7: Add hyperlinks (URLs)

Use Power BI Desktop to add hyperlinks (URLs) to a dataset. You can add those hyperlinks to your PowerGantt in either Power BI Desktop or the Power BI service. Then you can display the URL or icon as Additional columns. When report viewers select a link, it opens in another browser page.

  1. Format the URL as hyperlinks in Power BI Desktop.
  2. In Power BI Desktop, if a field with a hyperlink doesn’t already exist in your dataset, add it as a custom column.
  3. In Data view, select the column.
  4. On the Column tools tab, select Data category > Web URL.

After you’ve formatted the URLs as hyperlinks, switch to Report view, click Refresh in the Home tab and add the field that you categorized as a Web URL to the Additional columns in the Build visual pane. By default, Show URL as Icon is enabled. If you don’t want to display a link icon, you can display the URL instead.

  1. Select the visual to make it active.
  2. Select the Format visual to open the Formatting tab.
  3. Under Visual > URL icon > Show URL as Icon, select Off.

 When report viewers click on a URL link or icon, it opens in another browser page.

(Optional) Publish the report from Power BI Desktop to the Power BI service. When you open the report in the Power BI service, the hyperlinks work there, too.

8: Use the Zoomslider

Use the zoomslider to easily examine a smaller range of the date/time in the PowerGantt chart without having to use a filter. The zoomslider is added on the chart’s x-axis and can be used for horizontal scrolling.

  • Click and drag endpoint(s) to adjust the dimensions of the chart.
  • Slide both endpoints toward the center, the closer the two endpoints are to each other, the more you zoom in to display shorter, finer segments.
  • Click and hold down the left mouse button on the center section of the zoom bar and then scroll left or right to a particular point.
  • Click on the date label to display and select from the Calendar instead.

To hide the zoomslider, just go to the formatting pane and toggle off the switch. Here you can also customize the appearance, like the color of the zoomslider and the font, size and color of the date labels.

8.1: Set the timeframe dynamically in the Zoomslider

Add a start and/ or end date in the Zoomslider field. The PowerGantt will take these into account to set the start/ end position(s) of the zoomslider. These fields can be based on a calculation, so this makes it dynamic.

The visual will be refreshed and the zoomslider will be reset to your setting when

  • refreshing
  • changing a filter
  • navigating to a page or navigating through the PowerGantt hierarchy

Considerations and Limitations:
The zoomslider start and/ or end date(s) will be taken from the first data-point (assuming they are both defined).
The date(s) categories mapped in the Zoomslider field need to be a Date (right-click on the category and switch from Date Hierarchy to the date column name).
The date(s) need to be valid date(s) and need to fall within the data-domain of the zoomslider. If this is not the case, they will be ignored.
If no date(s) is set in the Zoomslider field, it will take the domain min/max as a start and end date of the endpoints (default zoomslider).

Example: Adding a dynamic calculation based on date (Today + 30 days) to the zoomslider

  1. Open Power BI Desktop and go to the Table view tab
  2. Add a new column and rename it to for ex. “Today”
  3. Enter the following DAX formula: =Today()
  4. Press Enter to complete the formula
  5. You should now have a new column with the current date
  6. Go to the Report view tab
  7. Set “Today” in the Zoomslider field
  8. Right-click on it and change from Date Hierarchy to Date (select Today)

Hover over image or click to maximize

  1. Add another column and rename it to for ex. “Today+30days”
  2. Enter the following DAX formula: =[Today]+30 and press Enter
  3. You should now have another column with the current date+30 days
  4. Go to the Report view tab
  5. Set “Today+30days” to the Zoomslider field
  6. Right-click on it and change from Date Hierarchy to Date (select Today+30days)
  7. The zoomslider will show the timeframe set.
  8. Save and Publish to the Power BI Service for report viewers to see tasks/ projects in the specified timeframe.

You can also manually add a start and/ or end date to your zoomslider columns in the dataset instead of a calculation.

Hover over image or click to maximize

Set a Custom Scale date

Now every user of the PowerGantt Chart can also define and include their own custom scale date. Adding a custom scale date to your PowerGantt Chart allows you to visualize project timelines and tasks more effectively. A custom scale date provides greater flexibility and precision in representing project schedules because there are unlimited number of custom date/time scales, like: fiscal years, special weeknumbers, AM/PM split of the day, etc..

In Tutorial: Setting up a Custom scale date you will find step-by-step instructions on how to achieve this.

Set Drill Through

Drill through works in the PowerGantt Chart as in any standard Power BI visual.

Drill through in Power BI allows you to explore in visuals additional details related to a specific category. By setting up Drill through, you can define specific fields and go automatically from the main page to another page to show information of the item you drilled from. You can set up drill through in your reports in Power BI Desktop or Service.

See Tutorial: Setting up Drill through for more information.

Sorting

There are a few ways to sort items:

  • Set sorting on a column when creating the report before publishing.
  • Sort by clicking on the column headers.
  • Sort by clicking on the three dots (sort the data using Power BI).

To Sort on column header, click on the small arrow. This arrow in the header indicates that the column is sorted. If the arrow is up the column is sorted in ascending order and if it points down then the column is sorted in descending order. Add other categories to the Additional columns, to sort order on a specific column other than Item Name column.

You can sort by multiple columns to create a sorting sequence. To add more columns to the sort order, select the Shift key while also selecting the column header you would like to add next in the sort order. Then the items in the visual are sorted first by the first category selected (for ex. Item Name) and then by the next category selected from the Additional columns.

If you select Shift and then select the same column a second time, the sort direction (ascending or descending) is changed. If you select Shift and select a column you’ve previously added to the sort order, that column moves to the back of the sort order.

To use the Power BI sorting, select the More options (…) icon in the visual, select Sort descending or Sort ascending, click Sort by > and select the category you want to sort by. The field and order are indicated with a checkmark. By default, it is sorted ascending by Start date.

To clear the Power BI Sort, simply select the More options (…) icon in the visual, select Sort by and select the Column name that is sorted by. This will remove the Sort. If you have applied the Sort by column, select in More options (…) other category than Start Date then click on it again to reset it back to be sorted by Start date.

Considerations and Limitations:

  • Highercase has preference to lowercaser in alphabetical order, for example, “Z” precedes “a”.
  • Digits and punctuation marks has preference to letters.
  • The Legend is always sorted ascending alphabetically.

Legend is sorted ascending alphabetically or numerically. If you would like to see the legend and items in the grid in the same order, do the following:

  1. Add the category you have in the legend also as additional column,
  2. Sort the column,
  3. or use the PBI Sort.

For any questions or remarks about this Visual, please contact us by email at Nova Silva Support, or visit the Community forums. Or just simply experience the Power Gantt Chart by trying it out for free!

Table of Contents