Gantt Charts

A Gantt chart lays your records out as a timeline, one bar per record, positioned by its start and end dates. Use it for project schedules, roadmaps, or any dated list of work.

For choosing the source table and using dynamic filters to automate reports, see the Report Automation guide.

Add a Gantt chart

1. Type / in the editor and choose Gantt Chart. It appears with sample data.
2. Click the chart. The Properties panel shows two tabs: Configuration and Design.

Map your fields

On the Configuration tab:

1. Under Source, pick the Base, the Table, and optionally a View. Each record becomes one task.
2. Under Task fields, map the columns the chart needs:
   • Task name, Start date, and End date are required.
   • % complete is optional and fills the bar to show progress.
   • Tick Treat records with only an end date as milestones to show those records as milestone markers.

You can also add:

• Dependencies: pick a linked field, then choose whether it points to Predecessors or Successors.
• Group by (phases): group tasks under a field, such as Phase.
• Sort tasks: set the task order.
• Columns: choose which columns appear to the left of the timeline (Start date, End date, Duration, Dependencies, % complete, or any field).

Design the timeline

On the Design tab:

• Timeline: set the Granularity (Day, Week, Month, Quarter, or Year). It coarsens automatically if too many columns would fit the page. You can also shade weekends, show a today line, or show milestones only.
• Bars: color bars with a single color or by phase, and show the completion fill, the % label, or the task label beside the bar.
• Layout: set how much width the left columns take. The timeline fills the rest.

note

The editor draws the chart with sample data. Turn on preview to see it built from your real records.