IntroductionAlthough Gantt charts are at the superheroes of visual planning, they sometimes need a sidekick or two. In Ganttic, the reports are the sidekicks. And while regular reporting is a great tool for optimizing and analyzing, it's always good to have something visual to summarize the data as well. That's where visual reporting using charts comes in. Charts are a great addition to your regular reports. They sum up the data to give you the best possible overview of everything that's going on. In Ganttic, it's always about your data and what you want to do with it. You can use the charts to report to upper management. If you are the upper management, you can use the charts to summarize the data and to make financial decisions based on it. As a manager, you can decide if the department or the team can take on a new project. You can see if you need to take on new resources to optimize the workload. You can see where the resources need to be reallocated.
Must-know about this featureCharts are generated using task data. You can group the task data using the fixed fields like project title and busy time or custom data fields you have added. You can change the chart type after selecting the data fields, the time period etc.
Create a Chart
- Click on "REPORTS" icon on the sidebar The will open the list of Reports and Charts.
- Click on "ADD NEW" and then on "Chart" A new tab with the Chart template will open.
- Name your Chart
- Select a type for the Chart You can create a Line Chart, Bar Chart, Stacked Bar Chart and an Area Chart. You can come back to select the Chart type after you have selected the Data Fields to test which Chart type works the best with your data. For example, all of these Charts are created using the same data:
- Choose if the Chart is a private or a public Chart If you choose private, only you are going to see the template you are creating in the list of Charts/Projects.
- Click on "Save" if done Doing so, all the actions will be saved.
Select Values for the Chart
- Open Chart Fields section
- Choose Chart values These are the values that are used for generating the Chart.
- Choose Chart data This is the data that is used for grouping the Chart values. Since all the data is Task-related, you don't have to choose a label here. If you decide not to, all the Task data will be used for generating the Chart with no groupings.
- Click on "Apply" if done Doing so, all the changes will be applied to the Chart.
- Start typing or go by the tags Select the desired data from the list that appears.
- Click on "Apply" once you are done
You can add multiple Filters, and change or delete them later.
Select a Time Period and Interval
- Select one of the fixed time periods These are the most popular time periods for reporting in Ganttic.
- If the fixed time periods don't suit your needs, create a custom one You can do so by selecting a start time and an end time.
- Select a time interval You can choose between a day, a week and a month. The time interval is used for grouping the data. Grouping the data by a week or a month is a good idea for long-term reports.
Saving a Chart Template
- After making all the selection, go back to Chart Settings You'll see all the changes you have made.
- Generate the Chart with different Chart types by clicking on "Show chart" You can skip this step if you are happy with your choice.
- Click on "Save" You have successfully created a Chart template that'll appear in the list of Charts.
Creating a number of different Chart templates is a good way to have a better overview of your resource plan. After you have saved the templates, you can just open one up from the list and click on "Show chart". You'll save time since you don't have to select all the fields etc every time you need to generate a Chart.