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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 Chart – a classic hierarchical Gantt chart that schedules projects over periods of time. It can display only one task or milestone in one row.
  • Resource Gantt – a Gantt chart that schedules resources (e.g. equipment or employees) over periods of time. It can display multiple periods and milestones 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 Resource 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. Open a Windows Explorer window and navigate to the Qlik Sense Extensions directory:
    ..\Users\<UserName>\Documents\Qlik\Sense\Extensions.
  4. Copy the anygantt-4x-project folder to the Extensions directory.
  5. Copy the anygantt-4x-resource folder to the Extensions directory.
  6. Copy the anygantt-4x-timeline folder to the Extensions directory.
  7. Relaunch Qlik Sense Desktop.
Qlik Sense Server

To install AnyGantt Extension on a Qlik Sense server,

  1. Download AnyGantt Extension for Qlik Sense.
  2. Open Qlik Management Console (QMC): https://<QPS server name>/qmc
  3. Select Extensions on the QMC start page or from the Start drop-down menu.
  4. Click Import in the action bar.
  5. In the dialog, select the downloaded archive. 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:
    • add /console to your tenant address: https://<your tenant address>/console
    • or use the navigation link Administration under the user profile in the hub
  4. Go to the Extensions page and click Add.
  5. In the dialog, select the archive with the extension in the bundle – for example, anygantt-4x-resource.zip.
  6. Click Add.
  7. Repeat the steps above to add other extensions.
  8. In the Management Console, go to the Content Security Policy section and click Add.
  9. In the dialog, give the Content Security Policy a name – for example, AnyChart.
  10. Type the address of the origin server: qlik.anychart.com
  11. Select the following directives:
    • connect-src
    • font-src
    • img-src
    • script-src
    • style-src
  12. Click Add.

Overview

The Resource Gantt chart is a tool that schedules resources (e.g. equipment or employees) over periods of time. It is possible to display multiple periods and milestones in one row and combine resources into groups.

Read Quick Start and Dimensions and Measures to learn how to add a Resource 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 resources and groups of resources.

On the right side, there is the chart area, which displays elements: periods, representing periods of time; and milestones, representing events with zero duration.

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

An AnyGantt resource gantt chart with labels and a reference line

Quick Start

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

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 Resource chart to the sheet.

Then add two dimensions, one representing resources and the other representing periods and milestones:

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

The dimension representing resources should go first. If you need to rearrange dimensions, just drag them in the properties panel.

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 Start from the Map as drop-down menu.
  5. Click the second measure to open its settings and select 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 on buttons on the empty chart.

A basic resource gantt chart built with AnyGantt for Qlik Sense Extension

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.

The Resource chart requires two dimensions, one representing resources, and the other representing periods and milestones. The dimension representing resources should go first. If you need to rearrange dimensions, just drag them in the properties panel.

The dimension representing resources is shown in the dimension column. The dimension representing periods and milestones is not shown directly.

It is possible to group resources and create a multilevel hierarchy by adding extra dimensions. In this case, the dimension column displays resources and groups of resources, organized as a tree-like structure.

Please keep in mind that you need to arrange hierarchical dimensions in the correct order, from higher levels to lower ones.

A resource gantt chart with hierarchical data

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

A menu for customizing dimensions in AnyGantt for Qlik Sense Extension

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 to learn more.

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

Mapping

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

For example, to map the start and end dates required by periods, do the following:

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

Here is the full list of available mappings and their uses:

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.

The table of a resource gantt chart with custom column titles and two custom 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.

A resource gantt chart with the table enabled and disabled

Index Column

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

The table of a resource gantt chart including the default index column

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

The table of a resource gantt chart including the index column with simple numbering

Hierarchical Numbering

The table of a resource gantt chart including the index column with hierarchical numbering

Numbering by Expression

The table of a resource gantt chart including the index column with numbering by expression

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

Pick(Dimensionality(), continent_id, continent_id & '.'
& country_id, continent_id & '.' & country_id & '.' & server_id)
Dimension Column

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

If there are extra dimensions representing groups of resources, AnyGantt displays them hierarchically, as a tree-like structure.

The table of a resource gantt chart with the dimension column displaying multiple dimensions

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.

The table of a resource gantt chart with two custom measure columns

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 use it for creating periods and milestones. 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 an expression calculating the aggregated duration of stable periods per resource (server):

Interval(Sum({<[status]={'stable'}>}[finish_date])) -
Interval(Sum({<[status]={'stable'}>}[start_date]))

The second column represents a string expression – it shows different text depending on how long servers were stable:

If(Interval(Sum({<[status]={'stable'}>}[finish_date])) -
Interval(Sum({<[status]={'stable'}>}[start_date])) < 20,
'<font color="red">Poor</font>', '<font color="green">Good</font>')

The table of a resource gantt chart with two custom measure columns, on of them representing a calculated expression

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 header. Go to Appearance > Table > Header in the properties panel and do the following:
  • To configure the background, switch the Background and use the Fill slider and Opacity options.
  • To configure the font, switch the Font slider and use the Style, Color, Size, Family, and Shadow options.

The table of a resource gantt chart with the header customized

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:

A resource gantt chart with the height and font of the cells adjusted

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

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

Please note that the fill, height, and stroke 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 the odd rows and the other to the even rows. Background odd row > Fill, Opacity
Background even row > Fill, Opacity

Solid Fill

A resource gantt chart with a solid fill applied to the rows

Hierarchy Fill

A resource gantt chart with a hierarchy fill applied to the rows

Odd/Even Fill

A resource gantt chart with an odd/even fill applied to the rows

Elements

Elements are the parts of the Resource Gantt chart that represent time intervals related to resources.

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 Settings of Elements section.

Periods

Periods show the duration of time intervals.

A resource gantt chart with periods

To add periods, 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 Start from the Map as drop-down menu.
  5. Click the second measure to open its settings and select 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 periods. If in your data there are items with only start dates, AnyGantt automatically displays them as milestones.

It is possible to display multiple milestones in one row.

A resource gantt chart with multiple milestones within each row

Settings of Elements

Colors

You can color periods and milestones 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.

Elements support the following fill types and settings:

Fill Type Description Settings
Solid You can set one color, which is applied to all elements. Color
Opacity
By line You can select one of the built-in palettes. Its colors are applied to the lines (rows) of the chart in the order of their appearance; all elements within a row share the same color. In other words, elements are colored by resource. Palette selection
Reverse colors
Opacity
By item You can select one of the built-in palettes. Items (elements) are colored in the order of their appearance in the lines (rows) of the chart: the first color of the palette is applied to the first elements in each row, the second color is applied to the second elements, and so on. Palette selection
Reverse colors
Opacity
By group You can select one of the built-in palettes. If there are extra dimensions representing groups of resources, the colors of the palette are applied to these groups in the order of their appearance in the chart. All elements within a group share the same color. Palette selection
Reverse colors
Opacity

Fill by Line

A resource gantt chart with the periods colored by line

Fill by Item

A resource gantt chart with the periods colored by item

Fill by Group

A resource gantt chart with the periods colored by group

Color by Expression

You can color periods and milestones 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 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.
Examples

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

Example: Coloring by single measure value

If(status = 'down', 'salmon', 'yellowgreen')

In this example, there is a condition. If the server status is 'down', the corresponding periods will be colored 'salmon', otherwise they will be colored 'yellowgreen'.

A project gantt chart with the periods colored by expression (a single measure value)

Example: Coloring by multiple measure values

If(status = 'down', 'salmon', If(status = 'high load', 'orange', 'yellowgreen'))

In this example, there are multiple conditions. If the server status is 'down', the corresponding periods will be colored 'salmon'. If the server status is 'high load', the corresponding periods will be colored 'orange'. All other periods will be colored 'yellowgreen'.

A resource gantt chart with the periods colored by expression (multiple measure values)

Labels

Labels are text objects displaying additional information about periods and milestones. Each of the two element types has its own label settings: you can configure the text, position, background, font and set the character limit. Also, you can manage overlapped labels.

By default, there are no labels on the chart. To enable them, just set the label text, and AnyGantt will display labels.

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.

Then use the options below to configure labels:

  • 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, Family, and Shadow options.
  • To set the character limit, switch the Character limit slider and enter a number in the input box.

To manage overlapped labels, Go to Add-ons > Label settings in the properties panel and uncheck or check the Hide overlapped box. This settings affects the labels of all element types at once.

In this example, custom font settings were applied to the labels of periods. They display the following expression:

If(status = 'down', Upper(status) & '!')

A resource gantt chart with the periods colored by expression (multiple measure values)

Tooltips

Tooltips are text boxes that appear when the user hovers over elements. You can configure the background and font of tooltips and set a custom tooltip text and character limit separately for periods and milestones.

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.

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:

A resource gantt chart with a tooltip, its backgroud and font adjusted

To set the tooltip text and character limit 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.
  5. Switch the Character limit slider and enter a number in the input box below.
    (This option will be available only after setting the text.)

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

'<b>' & Date(start_date, 'MM.DD') & ' – ' & Date(finish_date, 'MM.DD') &
' (' & (Interval(finish_date) - Interval(start_date)) & ' d)</b>' &
'<br><i>' & Capitalize(status) & '</i>' & 

'<br><br>Server: ' & server_name &
'<br>Location: ' & country_name

A resource gantt chart with a tooltip displaying a custom text

Settings of Periods

Periods support the following features: Colors, Color by Expression, Tooltips, Labels. They also support some special settings, described in the subsections below.

Start and End Markers

You can enable the start and end markers of periods 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 Periods.
  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.

A resource gantt chart with the start and end markers of the periods enabled and customized

Settings of Milestones

Milestones have the following general settings: Colors, Color by Expression, Tooltips, Labels. They also support some special settings, described in the subsections below.

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:

A button in the menu of AnyGantt for Qlik Sense Extension for setting milestones as built-in shapes Click the "icon" pictogram and select a built-in icon (shape) from the drop-down menu.
A button in the menu of AnyGantt for Qlik Sense Extension for setting milestones as custom images 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:

A resource gantt chart with the milestones set as one of the built-in shapes

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.

In the example below, milestones are represented as different images depending on the server status. The following expression is used:

If(status = 'down', 'https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-x.png',
If(status = 'high load', 'https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-arrow-up.png',
If(status = 'stable', 'https://qlik.anychart.com/static/qlik-demo-apps/milestone-icon-arrow-up-in-a-circle.png')))

A resource gantt chart with the milestones set as different custom images

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, Family, and Shadow options.

A resource gantt chart with a reference line enabled and customized

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, Family, and Shadow options.

A resource gantt chart with a reference range enabled and customized

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 (or mouse wheel) – 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:

A resource gantt chart with the default display range of the scale set to custom dates

Minimum and Maximum

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

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.

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.

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:

A resource gantt chart with the minimum and maximum of the scale set to custom dates

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 the 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 10th and 20th, 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:

A resource gantt chart with the minimum and maximum of the scale set to custom dates, the soft mode disabled for both

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

A resource gantt chart with the minimum and maximum of the scale set to custom dates, the soft mode enabled for the minimum

Here the soft mode is enabled only for the maximum:

A resource gantt chart with the minimum and maximum of the scale set to custom dates, the soft mode enabled for the maximum

Gaps

You can add a minimum and a maximum gap – blank spaces to the left and to the right of the space occupied by elements:

  1. Go to Appearance > Scale > Gaps in the properties panel.
  2. Switch Gaps from Auto to Custom.
  3. Select Percents or Pixels from the Unit type drop-down menu.
  4. Use the Minimum gap and Maximum gap options.

Also, please make sure that the Minimum and Maximum sliders above are switched to Auto: the minimum and maximum settings override the settings of gaps.

Here the minimum gap is set to 20% and the maximum to 50%:

A resource gantt chart with scale gaps of different size to the left and to the right of the space occupied by periods

Timeline

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

The timeline of a resource gantt chart

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, Family, and Shadow options.

The timeline of a resource gantt chart with two levels customized and the third level disabled

Zoom Levels

The chart can be zoomed in and out by using the toolbar (or mouse wheel). 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:

The menu of AnyGantt for Qlik Sense Extension 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 on 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:

The menu of AnyGantt for Qlik Sense Extension with custom settings of zoom levels (all levels but one disabled)

A resource gantt chart with only one zoom level enabled

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.

Schedule

It is possible to set and highlight the work schedule: holidays, weekends, working and non-working hours.

The highlight of holidays and weekends is visible when the chart is zoomed in to days. The highlight of working hours is visible when it is zoomed to hours. (Use the toolbar or mouse wheel to zoom the chart in and out.)

To configure holidays, go to Appearance > Schedule > Holidays in the properties panel and do the following:

  • To set holidays, enter your data in the Holiday dates input box.
  • To disable or enable the highlight, switch the Highlight slider.
  • To configure the highlight, use the Color and Opacity options.

You can enter holiday dates as a string, separating them by a comma:

'07.16.2019, 07.17.2019'

You can also use a data field containing holiday dates. Combine them with the Concat() function:

Concat(holiday_date, ',')

To configure weekends, go to Appearance > Schedule > Weekends in the properties panel:

  • To set weekend days, click the buttons representing the days of the week.
  • To disable or enable the highlight, switch the Highlight slider.
  • To configure the highlight, use the Color and Opacity options.

In this screenshot, two different colors highlight the weekend and two holidays:

A resource gantt chart with different colors highlighting the weekend and custom holidays

To configure working hours, go to Appearance > Schedule > Working hours in the properties panel:

  • To set the start of working hours, select a time from the Start drop-down menu.
  • To set the end of working hours, select a time from the End drop-down menu.
  • To disable or enable the highlight of working time, switch the Highlight working time slider.
  • To disable or enable the highlight of non-working time, switch the Highlight non-working time slider.
  • To configure the highlights, use the Color and Opacity options under the sliders.

Here working hours are colored green, and non-working hours are colored gray:

A resource gantt chart with different colors highlighting custom working and non-working hours

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:

A resource 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 The toolbar of a resource gantt chart displaying icons
Labels The toolbar of a resource gantt chart displaying text labels
Both The toolbar of a resource gantt chart displaying icons and text labels

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

A resource gantt chart with the toolbar displaying icons and labels, their font adjusted

Printing

The toolbar at the top of the chart provides the interface for printing.

AnyGantt supports multipage printing and various print formats from A0 to A6. You can also select the landscape or portrait layout and specify the print range (all dates or just the visible dates).

Here is the Print drop-down menu with the available options:

...

...

To select the print formats to be displayed in the menu,

  1. Go to Appearance > Toolbar > Print formats in the properties panel.
  2. Check the corresponding boxes.

Interactivity

By default, the following interactivity 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 these 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 more than two dimensions, AnyGantt organizes the table 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.

A resource gantt chart with the rows expanded and collaped

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 periods:

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

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

'There are too many periods (' & Count(period_id) & ').'

A resource gantt chart with a calculation condition

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