- Timeline Template Excel Mac Download Software
- Free Timeline Template For Excel
- Ms Excel Project Timeline Template
Download Timeline Templates. In order to make sure that you find the project timeline template that you need we have made many different templates available for download. You will find templates that allow you to create very simple timelines quickly and you will find templates which allow you to make technical timelines in excel as well.
This free timeline template gallery was created to help professionals make clear, visually-appealing timelines for high-level presentations. Click on Download to save the desired template as a.pptx slide and edit it in PowerPoint or, where available, select Edit Online to open and update it easily with our web-based timeline maker. Instantly Download Free Marketing Timeline Template, Sample & Example in PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe InDesign (INDD & IDML), Apple Pages, Apple Numbers Format. Available in A4 & US Sizes. Quickly Customize. Easily Editable & Printable.
A timeline is a type of chart which visually shows a series of events in chronological order over a linear timescale. The power of a timeline is that it is graphical, which makes it easy to understand critical milestones, such as the progress of a project schedule. Timelines are particularly powerful for project scheduling or project management when paired with a gantt chart as shown at the end of this article.
Options for making an Excel timeline
Microsoft Excel has a Scatter chart that can be formatted to create a timeline. If you need to create and update a timeline for recurring communications to clients and executives, it will be simpler and faster to create a PowerPoint timeline.
On this page you can see both ways. I will give you step-by-step instructions for making a timeline in Excel by formatting a Scatter chart. I will also show you how to instantly create an executive timeline in PowerPoint by pasting from Excel.
Which tutorial would you like to see?
Instructions for creating an Excel timeline
1. List your key events or dates in an Excel table
List out the key events, important decision points or critical deliverables of your project. These will be called Milestones and they will be used to create a timeline.
In Excel 2007, 2010, 2013 and 2016 create a table out of these Milestones and next to each milestone add the due date of that particular milestone.
To create a timeline in Excel, you will also need to add another column to your table that includes some plotting numbers. Add the new column next to your milestone description column and list out a repetitive sequence of numbers such as 1, 2, 3, 4 or 5, 10, 15, 20 ect. See my example below. Excel will use these plotting points to vary the height of each milestone when plotting them on your timeline template.
For this demonstration I will format the table in the image below into a Scatter chart and then into an Excel timeline. Then I will use it again to make a timeline in PowerPoint.
2. Make a timeline in Excel by setting it up as a Scatter chart
From the timeline worksheet in Excel, click in any blank cell.
Then from the Excel ribbon, select the Insert tab and navigate to the Charts section of the ribbon.
In the Charts section of the ribbon drop down the Scatter or Bubble Chart menu.
Select Scatter which will insert a blank white chart space onto your Excel worksheet.
3. Add Milestone data to your timeline
Right-click the blank white chart and click Select Data to bring up Excel's Select Data Source window.
On the left side of Excel's Data Source window you will see a table named Legend Entries (Series). Click on the Add button to bring up the Edit Series window. Here you add the dates that will make your timeline.
We will enter the dates into the field named Series X values . Click in the Series X values window on the tiny spreadsheet . Then select your range by clicking the first date of your timeline (mine is 5/10/2016) and dragging down to the last date (mine is 1/30/2017).
Staying in the Edit Series window move down to Series Y value. This is where you will enter the plotting numbers you added to your table. Click in the Series Y value window and remove the value that Excel places in the field by default. Then select your range by clicking on the first plotting number of your timeline (mine is 1) and then dragging down to the last plotting number of your timeline (mine is 4).
Now, both Series X and Series Y values should be populated as in the image below.
Click OK and then click OK again to create a scatter chart.
4. Turn you Scatter chart into a timeline
Click on your chart to bring up a set of controls which will be presented to the upper right of your timeline's chart. Click on the Plus button (+) to open the Chart Elements menu.
In the timeline's Chart Elements control box, uncheck Gridlines and Chart Title.
Staying in the Charts Elements control box, hover your mouse over the word Axes (but don't uncheck it) to get an expansion arrow just to the right. Click on the expansion arrow to get additional axis options for your chart. Here you should uncheck Primary VerticalDownload windows 7 parallels mac. but leave Primary Horizontal checked.
Staying in the Charts Elements control box just a little longer, add Data Labels and Error Bars.
Your timeline chart should now look something like this.
5. Now format it so that it looks like a timeline
To make a timeline in Excel, we will need to format the Scatter chart by adding connectors from your milestone points. Right-click on any one of the dates at the bottom of your timeline and select Format Axis to bring up Excel's Format Axis menu.
Drop down the arrow next to the title Axis Options, and select Series 1 X Error Bars.
Under the Error Bar Options menu, click on the paint can icon to reveal the Fill & Line controls. Select No line, which will remove the horizontal lines around each of the plotted milestones on your timeline.
In a similar process, we will also adjust your timeline's Y axis. Again from the timeline, right-click on any one of your timeline's dates at the bottom of the chart and select Format Axis. Drop down the arrow next to the title Axis Options, and select Series 1 Y Error Bars.
From the Vertical Error Bar menu in Excel, set the direction to Minus. Then set the Error Amount to Percentage, and type in 100%. This will make connectors from your timeline's milestones to their respective points on your timeband.
Your Excel timeline should now look something like the picture below.
6. Add titles to your timeline's milestones
You have built a Scatter chart as an Excel timeline. Now we will format it into a proper timeline.
To finish making your timeline, we will add the milestone descriptions. Staying in the Format Axis menu, again drop down the menu arrow next to the title Axis Options. This time choose select Series 1 Data Labels to bring up the Format Data Labels menu.
Click the Label Options icon. Uncheck Y Value, and then put a check next to Value From Cells. This will bring up an Excel data entry window called Data label Range.
In the Select Data Range window you will enter your timeline's milestone descriptions from the timeline table you built in step 1. To do this simply click on the description for the first milestone in your timeline table, (mine is Kick Off), then drag down to the last milestone in your timeline (mine is Sign Off).
Click OK. Your Excel timeline template should finally look more like this now.
7. Styling options for your timeline
Now you can apply some styling choices to get your timeline looking better.
Coloring your timeline's milestone markers.
From your timeline, right-click on any of the milestone points (caps) and select Format Data Series to bring up the Series Options menu.
Select the paint can icon for Fill & Line options and then choose the tab for Marker. You may also need to select Fill to reveal its menu. Then you can choose coloring options for you timeline's milestone markers. In my example, I selected Vary colors by point, which lets Excel pick the milestone colors for my timeline.
Change the vertical connector's transparency.
On your timeline, right-click on any of the vertical connectors that connect your milestones with the timeband below. Select Format Error Bars to bring up the Vertical Error Bar menu. Again select the paint can icon to choose Excel's Line & Fill options. Here you can make formatting adjustments (color, size, style, etc.) to your timeline's connector lines. In my example I set the transparency of the lines to 50%.
Vary the height of each milestone so their descriptions are not overlapping the neighboring milestone.
Remember the repeated sequence of numbers you added to your timeline table in step 1. Well those set the height of each milestone on your timeline. By adjusting these numbers, you can play around with different height positions for each milestone. For example, to optimize my timeline, I used the number sequence, 1, 2, 3, 4, 1, 2, 3, 4.
Trim off the empty space to the left or right of your excel timeline by adjusting its minimum and maximum bounds.
Again right-click on any of the dates below your timeband. Select Format Axis.
Under the heading Bounds, adjusting the Minimum number upward will move your first milestone left on your timeline, closer to the vertical Axis. Likewise, adjusting the Maximum number down will move your last milestone right on your timeline, closer to the right edge of your chart.
Finished, my timeline now looks like this:
Download a pre-built Excel timeline file
Download PowerPoint timeline template file
Make a PowerPoint timeline from Excel
PowerPoint is better suited than Excel for making impressive timelines that clients and executives want to see. Office Timeline is a PowerPoint add-in that instantly makes and updates timelines from Excel.
In the tutorial below, I will demonstrate how to quickly paste the Excel table you created above in Step 1 into PowerPoint using Office Timeline Plus. To begin you will need to install Office Timeline Plus, which will add a timeline creator tab to PowerPoint.
1. Open PowerPoint and paste your table into the Office Timeline wizard
Inside PowerPoint, click on the Office Timeline Plus tab, and then click the New icon.
This will open a gallery where you can choose between various timeline styles, stock templates and even custom templates.
From the gallery, double-click the style or template you wish to use for your timeline to open its preview window and then select Use Template. For this demonstration, I will choose a custom template. If you prefer to import and sync your Excel table, rather than copy-paste, click on the Import button in the preview window.
Copy the milestone dates and descriptions from your Excel table. Copy them all at once, but make sure not to include the column headers.
Now, simply paste the section into PowerPoint by using the Office Timeline Plus Paste button in the upper-right corner of the Data Entry wizard. Make edits if necessary (such as changing milestone shapes and colors or adding and removing items) and click the Create button.
2. Instantly, you will have a new timeline slide in PowerPoint
Depending on the template or style you selected from the gallery, you will have a timeline that looks similar to this:
You can easily customize the timeline further using Office Timeline. In my example above, I added percent complete, removed the Today’s Date marker, changed milestones, adjusted colors, and added tasks to create a Gantt chart. (Learn how to make a Gantt chart manually in Excel or automatically in PowerPoint)
How to make a PowerPoint timeline from Excel in under 60 seconds:
You can also use Office Timeline’s timeline maker to easily build timelines and other similar visuals that you can instantly update and share with executives and teams.
In this article, you’ll learn how to create a timeline in Excel with step-by-step instructions. We’ve also provided a pre-built timeline template in Excel to save you time.
Included on this page, you’ll find a free timeline template for Excel, how to make a timeline in Excel, and how to customize the Excel timeline.
Create Your Timeline
This article will show you how to create a timeline in Excel, using a template in the context of planning a business conference. Hosting a successful business conference can take months of planning and it’s the type of project where a timeline is essential. It involves plenty of moving parts and usually has quite a few stakeholders.
In this scenario, an event planner would start by making a list of tasks. These tasks may include managing a budget, scouting and securing a conference site, hosting speakers, hotel arrangements, conference schedule, and more. With all this information, you can either look at a timeline template in Excel or find a more robust solution to first make a Gantt chart and use that to create a timeline. This tutorial will show you how to do both.
Download A Free Excel Timeline Template
The easiest way to make a timeline in Excel is to use a pre-made template. A Microsoft Excel template is especially useful if you don't have a lot of experience making a project timeline. All you need to do is enter your project information and dates into a table and the Excel timeline will automatically reflect the changes.
When you add your own dates to the table, the Gantt chart will automatically adjust, but the spacing will be off. There may be a lot of extra white space at the beginning of your chart, with dates that you did not enter. The solution is to adjust the spacing between the dates display at the top of your chart.
- Click on a date at the top of your Gantt chart. A box should appear around all the dates.
- Right-click and select Format Axis.
- In the pop-up box, on the left, select Scale.
- Adjust the number in the box labeled Minimum. You will have to add numbers incrementally to the box to adjust the spacing and get it to look the way you would like.
How to Make a Timeline in Excel
First, make a task list to figure out what you want the timeline to show. Maybe you want it to show milestones that are currently in a Gantt chart -- if that’s the case, look for an Excel timeline template that only requires inputting milestone data.
Perhaps you want to show how different parts of a particular project appear on a timeline. Then, look for an Excel project timeline template. This will have more fields for you to customize and displays more information on the timeline, like how long it will take for a certain task to get done.
Choose an Excel Timeline Template
Microsoft also offers a few timeline templates in Excel designed to give you a broad overview of your conference planning timeline. The Excel timelines aren’t tied to Gantt chart data, so you’ll be manually inputting your own data in the pre-defined template fields. These aren’t set in stone; you can change names and add fields as needed.
- To find an Excel timeline template from Microsoft, open Microsoft Excel and type “Timeline” in the search box and click Enter. Note: this template was found using the latest version of Excel on Windows 8.
- Double-click on the Excel Project Timeline template to open the spreadsheet.
Add Your Information to the Timeline in Excel
When the template opens, you will see a pre-formatted Excel spreadsheet with information already filled out in the fields. This content is just a placeholder. At the top of the template is a timeline. Scroll down to see the preformatted chart where you can add conference planning details and due dates. One of the benefits of using an Excel project timeline template is that the formatting is already complete, and all you need to do is customize it.
- Click the Project Timeline field (1C) at the top of the spreadsheet and enter your conference name.
- Scroll down in the spreadsheet and enter a start date.
Since you’re planning a conference, you’ll want to choose the planning kick-off date. Note: There’s already a formula that picks the start date as the day you started using the event planning template. If you don’t want to use that date, click the cell, delete the formula and add your date. You’ll notice that the preformatted dates for Start and End will change.
- Enter the first major task to complete. Add tasks to the Activity column by double-clicking on the field that reads Milestone.
- Click the Tab key to navigate to the corresponding Start field and type in the date that you’ll start researching possible conference venues. Click the Tab key again to enter a date in the End field. This should be the date that you’ll want to have picked the venue.
- Repeat steps 3 and 4 to complete the remainder of the chart.
Customize the Excel Timeline
Once you have entered all the conference milestones in the chart, you can easily change the look of the timeline. You can change the display of the timeline data and make it more colorful.
If the conference planning timeline extends past a month (and it probably will), you can see more data on the timeline by clicking the arrows in the gray bar next to the Start date box. When you do this, you will scroll through the Excel timeline.
- To change the overall chart presentation, click on the chart and gthen click on the box with a paintbrush icon.
- A pop-up box will appear displaying different timeline chart styles. Mouse over the formats to see it appear on the timeline. If you see one you like, click it. The timeline will be updated to reflect that style.
Change the Color Palette of the Excel Timeline
- Click on the chart.
- Click on the paintbrush icon and click Color at the top of the pop-up box.
- Mouse over the timeline color to see it appear on the timeline. If you see one you like, click it and the timeline will be updated to reflect that style.
This timeline template only displays the most basic information. It’s great to share with stakeholders and executives to give them a high-level view of tasks required to put on a conference. However, it doesn’t include things like a budget, nor does it display tasks that are being completed on time or who is responsible for each task. If you want to create a more detailed conference planning timeline, consider creating a Gantt chart in Excel.
Use a Smartsheet Template to Create a Robust Timeline
There are a lot of details that go into planning a conference. It’s essential to find a place to keep all that information in one place, where multiple stakeholders can access it.
Smartsheet has quite a few event timeline templates that can help you get started. You can view your data as a task list or as a Gantt chart, giving you a quick view of progress made. You can also add attachments, import contact data, assign tasks, automatically schedule update requests, and collaborate wherever you are, on any device. There’s even a template for an Event Registration Web Form that can help streamline the registration process.
Select a Project Planning Template in Smartsheet
- To get started with Smartsheet, login to your account and navigate to the '+' tab on the left side navigation bar, or sign up for a free 30-day trial.
- Click Create in the left navigation bar.
- Type “Event” in the Search box and click the magnifying glass icon. You’ll see a few options, but for this example, click on Event Task List with Gantt & Budget and then click on the blue Use Template button in the pop-up window.
- Next, name the template, choose where to save it, and click the OK button.
Add Your Information to the Template
A pre-formatted template will open, complete with sections, sub-tasks, sample attachments, progress tracking, and budget formulas. There will also be some sample content for reference.
- To delete the yellow box at the top of the template, click on the box, right-click, and select Delete Row.
- Double-click the 'Welcome Event' cell highlight the existing content, and type in your information.
- Double-click the yellow Decorations text, highlight the existing content, and type in your information. This title should be one of the main categories for planning your conference (“Select Venue,” “Recruit Sponsors,” “Registration,” etc).
- Click on a blank cell in the Phase column and type in another category. Highlight the entire row, from the Done column through the Started column, click the paint bucket icon, and click yellow. Repeat for as many category rows needed.
- Click on the cell under the new category created (in this example, it’s “Event Marketing”) and add a sub-sub-task, such as “Social Media.” Next, click the Indent button in the toolbar to turn the new categories you just created into sub-tasks. Repeat for all new categories.
- The Total Budget column will automatically calculate, based on the costs you input into the corresponding columns.
- Enter start and due dates for each task in the Due and Started columns. When a part of the project is completed, double-click on the date cell and click the letter strikethrough button on the left-hand toolbar (the button with the “S” with a line through it).
- For each row, under the Status column, click the cell and choose a symbol that matches the progress in the drop-down menu. This can be a green check, a yellow exclamation point, or a red 'X' mark. This will let you easily view how much of a specific task has been accomplished, or if it is on hold.
- Under the Assigned To column, click a cell and select the assignee from the pop-up menu. You can even add contacts who don’t work for the company.
When you assign tasks to people in Smartsheet, their contact information is automatically linked.
- To view the data you just entered as a Gantt chart, click on the Gantt View button in the toolbar.
You can customize the appearance of your Gantt chart with just a couple clicks. To change the colors of the task bars:
- Right-click on a task bar and select Color Settings.
- A color palette will appear, letting you change the color of the bar.
- If you want to apply the same color to multiple task bars, click the task bars while holding down the Shift button. This will select all the bars. Then, release the Shift button, right-click on any of the selected bars, and click Color Settings.
Turn a Smartsheet Template into a Project Timeline
You’ve already inputted all your information in Smartsheet and with just a couple clicks, you can create a beautiful timeline to highlight your event planning progress.
Timeline Template Excel Mac Download Software
Smartsheet is integrated with Office Timeline, a graphical add-on tool for PowerPoint, which allows you to create a professional, attractive visual representation of your project plan.
If you don’t have Office Timeline installed in your PowerPoint app, simply download it for a free trial, install, and restart PowerPoint.
- Open PowerPoint and create a new slide.
- Click on the Office Timeline Free tab (Note: if you purchased Office Timeline, it will say Office Timeline) and select the drop-down arrow under the New button in the ribbon bar. Highlight Import Data and then click Import from Smartsheet.
- Follow the prompts to login to your Smartsheet account. Click on the box next to the Smartsheet project you want to import and click the green circle with a checkmark in it.
Once your project timeline is created, you can customize it even further. You can choose which events you want displayed in the timeline, color-code tasks assigned to specific stakeholders, and add your branding and colors to the layout.
Gain Real-Time Visibility into Timelines and Planning Efforts with Smartsheet
Tracking tasks, documenting deadlines, and staying up-to-date on schedules is important to making sure your day-to-day operations run smoothly. Having the right tool to keep everyone in sync ensures that all projects and processes stay on track and all critical deadlines are met.
Free Timeline Template For Excel
One such tool is Smartsheet, an enterprise work execution platform that is fundamentally changing the way businesses and teams work. Over 74,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and manage key schedules and timelines.
The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy.
Try Smartsheet to discover how you can increase visibility and maximize your planning efforts, today.