AnyGantt Project Management Bundle The Best Gantt, Resource and Timeline Extension Pack for Qlik Sense

Basics

Chart Types

AnyGantt Extension for Qlik provides the following chart types:

  • Project Gantt – a classic hierarchical Gantt chart that schedules projects over periods of time. It can display only one task or milestone in one row.
  • Resource Chart – a Gantt chart that schedules resources (e.g. equipment or employees) over periods of time. It can display multiple periods in one row.
  • Timeline Chart – a visualization of events on an axis in chronological order. It can display both events occupying periods of time and events with zero duration.

This section explains how to create and configure Project Gantt charts.

Other chart types are available via AnyChart Extension and AnyStock Extension.

Downloading and Installing

Qlik Sense Desktop

To install AnyGantt Extension in Qlik Sense Desktop, do the following:

  1. Download AnyGantt Extension for Qlik Sense.
  2. Extract the archive.
  3. Copy the anygantt-4x-project folder to the Extensions directory.
  4. Copy the anygantt-4x-resource folder to Extensions directory.
  5. Copy the anygantt-4x-timeline folder to Extensions directory.

Here is the default location of the Extensions directory: ..\Users\<UserName>\Documents\Qlik\Sense\Extensions.

Qlik Sense Server

To install AnyGantt Extension on a Qlik Sense server,

  1. Download AnyGantt Extension for Qlik Sense.
  2. Launch Extensions on the QMC start page or from the Start drop-down menu to display the overview.
  3. Click Import in the action bar.
  4. The Import extension file dialog opens. Select the AnyGantt-qlik-v4-full-package.zip archive (the one you downloaded).
  5. Leave the password area blank.
  6. Click Open in the file explorer window.
  7. Click Import.
Qlik Sense Cloud

To install AnyGantt Extension in Qlik Sense Cloud, do the following:

  1. Download AnyGantt Extension for Qlik Sense Cloud.
  2. Extract the archive.
  3. Access the management console by adding /console to your tenant address: https://<your tenant address>/console, or by using the navigation link Administration under user profile in the hub.
  4. In the management console, go to the Extensions page.
  5. Click Add.
  6. The Add new extension dialog opens. Select the anygantt-4x-project.zip archive.
  7. Click Open in the file explorer window.
  8. Click Add.
  9. Repeat steps 5–8 with the anygantt-4x-resource.zip archive.
  10. Repeat steps 5–8 with the anygantt-4x-timeline.zip archive.

Overview

The Project Gantt chart is a tool that schedules projects over periods of time. It is possible to show the actual duration, planned duration, and progress of tasks as well as hierarchical relationships and connections between them.

Read Quick Start and Dimensions and Measures to learn how to add a Project Gantt chart and what dimensions and measures to use.

On the left side of the chart, there is a table that displays text information about dimensions and measures. By default, it includes two columns: an index column showing the indexes of rows, and a dimension column showing all dimensions.

On the right, there is the chart area displaying elements: actual bars representing actual durations of tasks, baseline bars representing planned durations, milestones representing events with zero duration, and others.

The available settings of elements include: colors / color by expression, labels, and tooltips. You can also add reference lines and reference ranges, configure the scale, timeline, and toolbar, and set the locale and the starting month of the fiscal year.

Quick Start

This quick tutorial explains how to create a basic Project Gantt chart.

You can also check out a video tutorial: How to Create a Gantt Chart in Qlik Sense.

First of all, add an empty chart to your sheet:

  1. Go to Custom objects > AnyGantt in the assets panel.
  2. Drag an empty AnyGantt Project chart to the sheet.

Then add a dimension representing tasks:

  1. Go to Dimensions in the properties panel.
  2. Click Add dimension and select a dimension.

Finally, add two measures – the start and end dates:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.
  3. Click Add measure and select a measure.
  4. Click the first measure to open its settings and select Actual start from the Map as drop-down menu.
  5. Click the second measure to open its settings and select Actual finish from the Map as drop-down menu.

Please note that you can also create dimensions and measures from fields or add them by clicking buttons on the empty chart.

Dimensions and Measures

Dimensions

To add a dimension, do the following:

  1. Go to Dimensions in the properties panel.
  2. Click Add dimension and select a dimension.

AnyGantt requires only one dimension, which represents tasks. However, it is possible to add multiple dimensions. All dimensions are shown in the dimension column.

Adding multiple dimensions allows grouping tasks and creating a multi-level hierarchy. In this case, AnyGantt displays dimensions in the dimension column hierarchically, as a tree-like structure. Also, it groups actual bars and other elements under dimension bars.

Please keep in mind that you need to arrange dimensions in the correct order, from higher levels to lower ones: just drag them in the properties panel.

You can customize the text displayed in the dimension column:

  1. Go to Dimensions in the properties panel.
  2. Click a dimension to open its settings.
  3. Enter a string value or a string expression in the Dimension column text input box.

For example, you can use numeric identifiers of tasks as a dimension and at the same time display task names in the dimension column. To do that, just enter the name of the field containing task names in the Dimension column text input box. AnyGantt works correctly only with unique identifiers, so using this feature may make sense if task names are not unique, but you still want to display them.

Measures

To add a measure, do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.

You should map the measures you use: see the Mapping section below to learn more.

It is enough to add just one measure – the start date. However, in this case all tasks are shown as milestones. To create actual bars, you need to add a second measure – the end date. Use more measures to create other elements and display additional information in measure columns.

Mapping

You should map the measures you use to make them work correctly.

For example, to map the actual start and finish dates required by actual bars, do the following:

  1. Go to Measures in the properties panel.
  2. Click the first measure to open its settings and select Actual start from the Map as drop-down menu.
  3. Click the second measure to open its settings and select Actual finish from the Map as drop-down menu.

Here is the full list of available mappings and elements they correspond to:

Use Data field (the default mapping) if a measure represents some additional information, and you want to display it only in a measure column.

Table

The table on the left of the chart displays text information.

The index column displays the indexes of rows, the dimension column shows dimensions, and measure columns show measures. The header at the top of the table displays the titles of columns.

It is possible to change the titles and other settings of columns and to customize the appearance of the header and cells of the table.

To disable (or enable) the table,

  1. Go to Appearance > Table > in the properties panel.
  2. Switch the Enabled / Disabled slider.

Index Column

AnyGantt automatically creates the index column when you create a chart. It displays the indexes of rows, and its default title is #.

To open the settings of the index column, Go to Appearance > Table > Index column in the properties panel.

You can disable (or enable) this column, set its numbering mode, and customize its title:

  • To disable or enable, switch the Enabled / Disabled slider.
  • To set the numbering mode, go to Numbering mode and select one of the available options.
  • To set a custom title, enter your text in the Label input box.

The available numbering modes include: Simple numbering (default), Hierarchical numbering, and Expression. The Expression numbering mode requires entering an expression in the Numbering expression input box.

Simple Numbering

Hierarchical Numbering

Numbering by Expression

In this sample, the index column hierarchically displays the IDs of elements:

Pick(Dimensionality(), department_id, department_id & '.'
& project_id,department_id & '.' & project_id & '.' & task_id)
Dimension Column

AnyGantt automatically creates the dimension column when you create a chart. It shows all dimensions, and its default title is Name.

If there are two or more dimensions, AnyGantt displays them hierarchically, as a tree-like structure.

To customize the title of the dimension column,

  1. Go to Appearance > Table > Dimension column in the properties panel.
  2. Enter your text in the Label input box.

You can also customize the text shown in the dimension column – see the dimensions section to learn more.

Measure Columns

It is possible to add columns displaying measures. By default, their titles are measure expressions.

To create a measure column, do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure. (Skip this step if you have already added the measure.)
  3. In the settings of the measure, check the Show as column box.

Do not forget to map the measure if you want to display it also as an element. If you are going to show the measure only in a column, you can keep the default mapping.

To customize the title of a measure column,

  1. Go to Measures in the properties panel.
  2. Click the measure to open its settings and enter you text in the Label input box.

You can also display custom text in a measure column: add a string value or an arbitrary string expression as a measure and show it in a column. It is possible to use HTML and Unicode symbols.

  1. Go to Measures in the properties panel.
  2. Click Add measure and enter a string value or a string expression in the input box.
  3. Check the Show as column box.

In the example below, the first measure column represents just a data field – the progress of tasks. The second one represents a string expression – it shows different text depending on the progress:

If(progress < 0.5, '<font color="red">Low</font>', '<font color="green">Good</font>')

The header at the top of the table displays the titles of its columns. The following sections explain how to customize titles:

You can also configure the background and font of the whole header:
  1. Go to Appearance > Table > Header in the properties panel.
  2. To configure the background, switch the Background slider and use the Fill and Opacity options.
  3. To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

Cells

It is possible configure the height, background fill, and font of table cells.

For example, here the height and font of cells are adjusted:

To configure table cells, go to Appearance > Table > Cells in the properties panel and do the following:

  1. To set the height of rows, use the Rows height option.
  2. To configure the fill, select the fill type from the Fill type drop-down menu and use the available options below.
  3. To configure the font of cells, switch the Font slider and use the Style, Color, Size, and Family options.

Please note that row height and fill settings affect both the table and the area where elements are displayed.

The table below explains the difference between different fill types and lists the settings available for each of them:

Fill Type Description Settings
Solid You can set one color, which is applied to all rows. Background > Fill, Opacity
Hierarchy You can set one color, which is applied only to rows displaying hierarchical dimensions . Background base color > Fill, Opacity
Odd/even You can set two colors: one is applied to odd rows and the other to even rows. Background odd row > Fill, Opacity
Background even row > Fill, Opacity

Solid Fill

Hierarchy Fill

Odd/Even Fill

Elements

Elements are parts of the Project Gantt chart that represent time intervals (corresponding to tasks) as well as information related to them.

Here are the types of elements that are available in AnyGantt Extension for Qlik:

This section explains the difference between the types and how to add them. To learn how to configure elements, read the following sections:

Also, for milestones some special settings are available, as shown in the Settings of Milestones section.

Actual Bars

Actual bars show the actual duration of tasks, while baseline bars represent the planned duration.

To add actual bars, you need to add two measures – the start and end dates. Do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.
  3. Click Add measure and select a measure.
  4. Click the first measure to open its settings and select Actual start from the Map as drop-down menu.
  5. Click the second measure to open its settings and select Actual finish from the Map as drop-down menu.
Milestones

Milestones are elements representing events with zero duration. They require only one measure – the start date.

To add milestones, just add actual bars. If in your data there are items with only start dates, AnyGantt automatically displays them as milestones.

You can also enable previews of milestones on dimension bars.

Dimension Bars

Dimension bars represent groups of tasks. You can group dimension bars under other dimension bars to create a multi-level hierarchy. In addition, dimension bars can display previews of their child milestones.

To add dimension bars, add extra dimensions to the chart:

  1. Go to Dimensions in the properties panel.
  2. Click Add dimension and select a dimension.

Please keep in mind that you need to arrange dimensions in the correct order, from higher levels to lower ones: just drag them in the properties panel.

AnyGantt automatically calculates the duration of each dimension bar from its children. In case you apply aggregation functions to the actual start and actual finish measures, the duration is calculated by these functions.

To disable (or enable) dimension bars,

  1. Go to Appearance > Dimension bars in the properties panel.
  2. Switch the Enabled / Disabled slider.

Groups of tasks will be shown only in the table:

Baseline Bars

Baseline bars show the baseline (planned) duration of tasks.

To add baseline bars, you need to add two measures – the baseline start and end dates. Do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.
  3. Click Add measure and select a measure.
  4. Click the first measure to open its settings and select Baseline start from the Map as drop-down menu.
  5. Click the second measure to open its settings and select Baseline finish from the Map as drop-down menu.
Actual Progress

You can show the actual progress of tasks. AnyGantt displays it as bars placed over actual bars.

To add the actual progress, do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.
  3. In the settings of the measure, select Actual progress from the Map as drop-down menu.

If you add dimension bars to your visualization, they will also have progress bars over them.

AnyGantt automatically calculates the progress of each dimension bar from its children. In case you apply an aggregation function to the actual progress measure, the progress is calculated by this function.

To disable (or enable) progress bars attached to dimension bars,

  1. Go to Appearance > Dimension bars in the properties panel.
  2. Switch the Display progress slider.
Baseline Progress

You can show the baseline (planned) progress of tasks. AnyGantt displays it as bars placed over baseline bars.

To add the baseline progress, do the following:

  1. Go to Measures in the properties panel.
  2. Click Add measure and select a measure.
  3. In the settings of the measure, select Baseline progress from the Map as drop-down menu.
Connectors

Connectors are elements showing the dependencies between tasks.

To add connectors, in your data you should specify the identifiers of predecessor and successor tasks and the type of each connector.

In this table, the first column (Connectors.task_id) contains the IDs of predecessor tasks, the second column (successor_id) contains the IDs of successor tasks, and the third one (connector_type) contains the types of connectors:

Then you need to do the following:

  1. Go to Add-ons > Connectors in the properties panel.
  2. Select Multiple successors or Multiple predecessors from the drop-down menu.
  3. Specify Predecessor(s).
  4. Specify Successor(s).
  5. Specify Type.
  6. Specify the Delimiter you use with multiple successors or predecessors.

There are four connector types:

Type Description
start-start The predecessor must start before the successor can start.
start-finish The predecessor must start before the successor can finish.
finish-start The predecessor must finish before the successor can start.
finish-finish The predecessor must finish before the successor can finish.

Please note that a task can have several predecessors and successors. Also, a task can be at the same time a successor to one task or tasks and a predecessor to another. All these nuances are illustrated below:

Settings of Elements

Colors

You can color elements of the chart as you like. Two options are available: default coloring, which is described in this section, and coloring by expression, described in the section below.

To change the default colors and additional settings of the fill and stroke, go to Appearance > Defaults in the properties panel, click an element you want to adjust, and do the following:

  • To configure the fill, select the fill type from the Fill type drop-down menu and use the available options below.
  • To configure the stroke, use the Stroke, Stroke type, and Thickness options.

All elements except for dimension bars and connectors support the following fill types and settings:

Fill Type Description Settings
Solid You can set one color, which is applied to all elements of the type you are configuring. Color
Opacity
Palette You can select one of the built-in palettes. Elements are colored in the order of their appearance in the chart. Palette selection
Reverse colors
Opacity
Parent-dependent Elements inherit the colors of their parents: baseline progress bars inherit the colors of baseline bars, and other elements inherit the colors of dimension bars (if there are any). Opacity

Here actual bars are colored by a palette, and the fill of milestones is solid:

For dimension bars, these fill types and settings are available:

Fill Type Description Settings
Solid You can set one color, which is applied to all dimension bars. Color
Opacity
Depth level You can select one of the built-in palettes. Dimension bars are colored according to their place in the hierarchy: the first color of the palette is applied to the dimension bars at the top level, the second color is applied to the second level, and so on. Palette selection
Reverse colors
Opacity
Parent-dependent You can select one of the built-in palettes. The dimension bars at the top level of the hierarchy are colored in the order of their appearance in the chart. The dimension bars at the lower levels inherit the colors of their parents. Palette selection
Opacity

In this screenshot, dimension bars are colored by depth level. The fill of actual bars and milestones is parent-dependent: they are colored by the same palette (as dimension bars) according to their depth level.

Here the parent-dependent fill is applied to all elements:

To set the stroke color and thickness of connectors,

  1. Go to Add-ons > Connectors in the properties panel.
  2. Use the Color and Thickness input boxes.

You can use the same input boxes to color connectors by expression.

Color by Expression

You can color elements of the chart as you like. Two options are available: default coloring, which is described above, and coloring by expression, described in this section.

Coloring by expression sets colors using a user-defined expression. When coloring by expression, you can define both what colors to use and which values to use them with, enabling more control over how colors are used in the visualization. For example, you might highlight values of particular interest, or differentiate between values within different value ranges. Coloring by expression can also be used to color a visualization by values not included within a visualization, such as coloring tasks by the country, importance, or RAG.

To color an element by expression, do the following:

  1. Go to Add-Ons > Data settings in the properties panel.
  2. Click Add setting.
  3. Select an element from the first drop-down menu.
  4. Select the Color string option from the second drop-down menu.
  5. Enter an expression in the input box below.

To color dimension bars by expression,

  1. Go to Dimensions in the properties panel.
  2. Click a dimension to open its settings.
  3. Go to Configuration.
  4. Select the Color string option from the drop-down menu.
  5. Enter an expression in the input box below.

To color connectors by expression,

  1. Go to Add-ons > Connectors in the properties panel.
  2. Use the Color and Thickness input boxes.
Examples

Here are a few examples to show what you can do with expressions by color.

Example: Coloring by single measure value

If(progress > 0.5, 'lightgreen', 'lightblue')

In this example, there is a condition. If the progress of tasks is greater than 0.5 (50%), the corresponding actual bars will be colored 'lightgreen', otherwise they will be colored 'lightblue'.

Example: Coloring by multiple measure values

If(Interval(finish_date) - Interval(start_date) > 10, 'lightgreen',
If(Interval(finish_date) - Interval(start_date) > 5, 'lightblue', 'lightgray'))

In this example, there are multiple conditions. If the duration of tasks is greater than 10 days, the corresponding actual bars will be colored 'lightgreen'. If the duration is between 10 and 5 days, the the corresponding actual bars will be colored 'lightblue'. All other actual bars will be colored 'lightgray'.

Start and End Markers

You can enable the start and end markers of any element (except for connectors and milestones) and configure them.

To enable (or disable) start or end markers and access their settings, do the following:

  1. Go to Appearance > Defaults in the properties panel.
  2. Click and element.
  3. Go to Start marker or End marker.
  4. Switch the Disabled / Enabled slider.

To configure markers, do the following:

  • To set the type (shape), select one of the built-in types from the Type drop-down menu.
  • To configure the fill and stroke, use the Fill, Stroke, and Thickness options.
  • To set the size, use the Size option.

Tooltips

Tooltips are text boxes that appear when the user moves the mouse over rows. You can set a custom tooltip text for each element and configure the background and font of all tooltips.

Please note that it is possible to set the tooltip text either as a string value or as an arbitrary string expression. Using expressions allows you to highlight values of particular interest, display values not included within a visualization or results of calculations, and so on.

Also, you can use HTML in tooltips.

To disable (or enable) tooltips, go to Interactivity in the properties panel and switch the Tooltips slider.

To open the settings of tooltips, go to Add-ons > Tooltip settings in the properties panel. Then configure them:

  • To configure the background, switch the Background slider and use the Fill, Opacity, and Border radius options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

Here is how the background and font of tooltips may look like after configuration:

To set the tooltip text of an element, do the following:

  1. Go to Add-ons > Tooltip settings in the properties panel.
  2. Click Add tooltip.
  3. Select an element from the drop-down menu.
  4. Enter a string value or a string expression in the input box below.

Baseline bars do not have separate tooltips. However, if they are enabled, the tooltips of actual bars display additional information – baseline dates. To adjust this text, you should select With baseline bars option (instead of Actual bars) as the element type.

To set the tooltip text of dimension bars (separately for each dimension),

  1. Go to Dimensions in the properties panel.
  2. Click a dimension to open its settings.
  3. Enter a string value or a string expression in the Tooltip text input box.

Here is an example of an expression for configuring the tooltip text of actual bars:

'<b>' & task_name & '</b><br><i>' & employee_name & '</i>' &
'<br><br>Dates: ' & Date(start_date, 'MM.DD') & ' – ' & Date(finish_date, 'MM.DD') &
'<br>Baselines: ' & Date(baseline_start_date, 'MM.DD') & ' – ' & Date(baseline_finish_date, 'MM.DD') &
'<br>Duration: ' & (Interval(finish_date) - Interval(start_date)) & ' days' &
'<br>Progress: ' & progress*100 & '%'

Labels

Labels are text objects displaying additional information about elements. Each element has its own label settings: you can configure the text, position, background, and font.

By default, there are no labels on the chart. To enable them for an element, just set its label text. AnyGantt will display labels in each row where this element appears.

Please note that it is possible to set the label text either as a string value or as an arbitrary string expression. Using expressions allows you to highlight values of particular interest, display values not included within a visualization or results of calculations, and so on.

To add labels to an element, do the following:

  1. Go to Add-ons > Label settings in the properties panel.
  2. Click Add label.
  3. Select an element from the first drop-down menu.
  4. Select the Text option from the second drop-down menu.
  5. Enter a string value or a string expression in the input box below.

Then use the options below to configure the position, background, and font:

  • To set the position, use the Align and Offset options.
  • To configure the background, switch the Background slider and use the Fill, Opacity, Corner type, Border type, and Border radius options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

To enable and configure the labels of dimension bars (separately for each dimension),

  1. Go to Dimensions in the properties panel.
  2. Click a dimension to open its settings.
  3. Go to Label.
  4. Select the Text option from the drop-down menu.
  5. Enter a string value or a string expression in the input box below.
  6. Use the options below to configure the the position, background, and font.

Dimension bars can also display previews of milestones and their labels.

In the example below, the labels of actual bars and milestones have different text, background, and font settings. The labels of milestones display the string value 'Meeting', and the labels of actual bars display the following expression:

progress*100 & '%'

Settings of Milestones

Milestones are elements representing events with zero duration.

As all other elements, milestones have the following settings: Colors, Color by Expression, Tooltips, Labels. They also support some special features: type, size, and previews on dimension bars.

Type and Size

In the Appearance > Defaults > Milestones section of the properties panel, you can adjust the type and size (as well as colors) of milestones.

To set the size, use the Size option.

To set the type, use one of the following options:

Click the "icon" pictogram and select a built-in icon (shape) from the drop-down menu below.
Click the "image" pictogram and enter a link to a custom image in the Image URL input box.

Here is one of the built-in icons:

You can also use a user-defined expression to assign different custom images to different milestones:

  1. Go to Add-Ons > Data settings in the properties panel.
  2. Click Add setting.
  3. Select Milestones from the first drop-down menu.
  4. Select the Image url option from the second drop-down menu.
  5. Enter an expression in the input box below.

In the example below, milestones belonging to different groups are represented by different images. The following expression is used:

If(department_name = 'IT', 'https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-it.jpg',
If(department_name = 'Accounting', 'https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-accounting.jpg',
If (department_name = 'Manufacturing','https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-manufacturing.jpg')))

Previews

You can display previews of milestones on dimension bars. If milestones have labels, it is possible to display previews of labels as well.

To display (or hide) previews, do the following:

  1. Go to Appearance > Defaults > Dimension bars in the properties panel.
  2. Switch the Milestones preview slider.
  3. Switch the Milestones preview labels slider.

In this screenshot, previews of milestones are enabled. As you can see, dimension bars display them in both the expanded and collapsed states:

Here dimension bars display previews of milestones with their labels:

Other Features

Reference Lines

A reference line is a line intersecting the chart area from a given point on the timeline. You can add one or several reference lines to a chart to indicate a certain date or dates. The reference line is only drawn if it falls within the current display range.

Please note that it is possible to specify the value defining the position of a reference line either as a date value or as an arbitrary date expression.

To add a reference line, do the following:

  1. Go to Add-ons > Reference lines in the properties panel.
  2. Click Add reference line.
  3. Enter a date value or a date expression in the Date input box.

Then configure it:

  • To add a text label, enter a text string in the Label input box.
  • To configure the stroke, use the Stroke, Stroke type, and Thickness options.
  • To configure the position of the label, use the Label orientation and Label position options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

Reference Ranges

A reference range is an area intersecting the chart area from a given range of points on the timeline. You can add one or several reference ranges to a chart to indicate a certain period or periods of time. The reference range is only drawn if it falls within the current display range.

Please note that it is possible to specify the values defining the position of a reference range either as date values or as arbitrary date expressions.

To add a reference range, do the following:

  1. Go to Add-ons > Reference range in the properties panel.
  2. Click Add reference range.
  3. Enter a date value or a date expression in the From input box.
  4. Enter a date value or a date expression in the To input box.

Then configure it:

  • To add a text label, enter a text string in the Label input box.
  • To configure the fill, use the Color and Opacity options.
  • To configure the position of the label, use the Label orientation and Label position options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

Scale

AnyGantt Extension operates a scale, which you can configure. It is possible to set the range of dates the chart displays by default as well as the minimum and maximum of the scale.

Please note that you can specify all these dates either as date values or as arbitrary date expressions.

Default Display Range

By default, the chart is zoomed out to the maximum. It can also be zoomed in to a custom range of dates. However, users will be still able to zoom the chart out by using the toolbar – if the minimum and maximum of the scale allow for it.

To set the default display range, do the following:

  1. Go to Appearance > Scale > Display range in the properties panel.
  2. Switch Display range from Auto to Custom.
  3. Enter a date value or a date expression in the From input box.
  4. Enter a date value or a date expression in the To input box.

In the following example, the default display range is set to July 1st and 15th, 2019:

  • Date#('07.01.2019', 'MM.DD.YYYY')
  • Date#('07.15.2019', 'MM.DD.YYYY')

Here is how the chart with these settings looks like by default:

Minimum and Maximum

When you zoom the chart out to the maximum (by using the toolbar), you see the range of dates between the minimum and maximum of the scale. By default, AnyGantt adjusts them to display all elements.

To set the minimum date of the scale,

  1. Go to Appearance > Scale > Minimum in the properties panel.
  2. Switch Minimum from Auto to Custom.
  3. If necessary, check the Soft box to enable the soft mode.
  4. Enter a date value or a date expression in the input box below.

To set the maximum date of the scale,

  1. Go to Appearance > Scale > Maximum in the properties panel.
  2. Switch Maximum from Auto to Custom.
  3. If necessary, check the Soft box to enable the soft mode.
  4. Enter a date value or a date expression in the input box below.

In this example, the minimum is set to 10 days before the earliest actual start date, and the maximum is set to 10 days after the latest actual finish date:

  • Min(start_date) - 10
  • Max(finish_date) + 10

Here is how the chart with this settings looks like when it is zoomed out to the maximum:

Soft Mode

To enable the soft mode, check the Soft box when you set the minimum and maximum of the scale.

The soft mode adjusts the minimum and maximum to elements of the chart. It matters when there are elements or parts of elements earlier than the minimum or later than the maximum.

For example, if you set the minimum to July 1st, 2019 and enable the soft mode, the chart will still show all the elements and parts of elements that are earlier than this date. Enabling the soft mode for both the minimum and maximum ensures that it is always possible to zoom the chart out (by using the toolbar) to see all elements.

Below there is a Gantt chart with the minimum and maximum of the scale set to July 1st and 15th, 2019:

  • Date#('07.01.2019', 'MM.DD.YYYY')
  • Date#('07.15.2019', 'MM.DD.YYYY')

The soft mode is disabled for both the minimum and maximum:

Here is the same chart with the soft mode enabled only for the minimum:

Here the soft mode is enabled only for the maximum:

Timeline

A timeline is a set of rows (levels) above the chart area, where dates are displayed.

The presentation of dates and intervals in the timeline is affected by the fiscal year settings and the locale.

Timeline Levels

By default, there are three levels in the timeline. Each level displays a certain time unit, depending on the current zoom level and the settings of zoom levels. It is possible to configure the appearance of any level or disable it.

To open the settings of a level, do the following:

  1. Go to Appearance > Timeline in the properties panel.
  2. Click Top level / Middle level / Bottom level

You can disable (or enable) a level and configure its font and colors:

  • To disable or enable, switch the Enabled slider.
  • To set the fill color, use the Fill option.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

Zoom Levels

At each zoom level, timeline levels display certain time units. To set them,

  1. Go to Appearance > Timeline in the properties panel.
  2. Click Zoom levels to open the window with settings.
  3. Configure zoom levels.
  4. Click Save and Close.

Here is the window with the default settings of zoom levels:

By default, there are 9 zoom levels. The maximum available number of levels is also 9. In the Zoom levels window, you can delete and duplicate levels by clicking the buttons to the right of them. To restore the default settings, click Restore defaults.

Each zoom level contains the settings of the three timeline levels: Top level, Middle level, and Bottom level. For each timeline level, you can specify a time unit and a number of units.

You should specify the largest time unit for the Top level of the timeline and the smallest unit for the Bottom level. The same logic applies to zoom levels: the first level on the list (marked as Max) is the level displayed when the chart is fully zoomed out, and the timeline displays the largest time units. The last zoom level on the list (Min) is the level displayed when the chart is fully zoomed in, and the timeline displays the smallest time units.

In the example below, there is a chart with only one zoom level:

Fiscal Year

You can set the starting month of the fiscal year. This setting affects only the presentation of dates and intervals in the timeline.

To configure the fiscal year, do the following:

  1. Go to Appearance > Fiscal year in the properties panel.
  2. Select This year / Next year from the first drop-down menu.
  3. Select a month from the second drop-down menu.

Locale

By default, AnyGantt reads the Qlik locale and applies it to date/time formats used in the timeline and tooltips as well as to the labels of the toolbar. You can select another locale:

  1. Go to Appearance > Locale in the properties panel.
  2. Uncheck the Use Qlik locale box.
  3. Select a locale from the drop-down menu.

AnyGantt supports the following locales:

  • Chinese (Peoples Republic of China)
  • Chinese (Taiwan)
  • Dutch (Netherlands)
  • English (United States)
  • French (France)
  • German (Germany)
  • Italian (Italy)
  • Japanese (Japan)
  • Korean (Korea)
  • Polish (Poland)
  • Portuguese (Brazil)
  • Russian (Russia)
  • Spanish (Spain)
  • Swedish (Sweden)
  • Turkish (Turkey)

Here is a Gantt chart with the Chinese locale:

Toolbar

Toolbar is a navigation panel above the chart. It allows users to zoom the chart in and out, collapse or expand rows (if there are hierarchical relationships between them), and print the chart.

To open its settings, go to Appearance > Toolbar in the properties panel.

You can disable (or enable) the toolbar, configure the type and font of its buttons, and select the print formats to be displayed in the Print drop-down menu:

  • To disable or enable, uncheck or check the Enabled box.
  • To set the type of buttons, use the Icons (default), Labels, and Both options.
  • To select print formats, go to Print formats and check the corresponding boxes.
  • To configure the font, switch the Font slider and use the Style, Color, Size, and Family options.

The font style and family settings affect only button labels (if they are enabled). The font size and color affect both labels and icons as well as the Print menu. Also, the text of labels is affected by the locale.

Here is how the the toolbar with different button types looks like:

Icons
Labels
Both

In this screenshot, both labels and icons are enabled, their font adjusted:

Interactivity

By default, the following interactive features are available: selection, snapshots, and tooltips. The mouse wheel is used to vertically scroll the chart, but it can be also used to zoom it.

To disable or enable interactive features, go to Interactivity in the properties panel and switch the following sliders:

  • Selection
  • Snapshots
  • Tooltips
  • Zoom with mouse wheel

Expanding / Collapsing

If there are two or more dimensions, AnyGantt organizes the table and elements hierarchically. By default, the chart is drawn with all rows expanded, showing all levels of the hierarchy.

Users can collapse and expand rows with the help of buttons on the table or toolbar. Also, the chart can be drawn with all rows collapsed.

To expand or collapse rows by default,

  1. Go to Add-ons > Data handling in the properties panel.
  2. Switch the Fully expanded slider.

Calculation Conditions

AnyGantt supports calculation conditions: you can set a condition that needs to be fulfilled (true) for the object to be displayed. If the condition is not fulfilled, a custom message is displayed.

A calculation condition is useful when a chart or table is very big and makes the visualization slow to respond. A calculation condition can then help so that for example an object does not show until the user has filtered the data to a more manageable level by applying selections.

To add a condition, do the following:

  1. Go to Add-ons > Data handling in the properties panel.
  2. Enter an expression in the Calculation condition input box.
  3. Enter a string value or a string expression in the Displayed message input box.

For example, the following expression allows showing the chart only when the user selects less than 20 tasks:

If(Count(task_id) < 20, 1, 0) 

If there are too many tasks, AnyGantt displays this message:

'There are too many tasks (' & Count(task_id) & ').'

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