If you are trying to create a roadmap in Excel, then you may find this article useful. A roadmap may be helpful to get a clear view of a project summary. So, let’s get into the main article.
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4 Suitable Ways to Create a Roadmap in Excel
Here, we are going to discuss 4 different ways of creating a roadmap in Excel in the following sections. We will show in a roadmap the 4 stages of working procedures for 3 different types of work here. You can modify it as per your necessity.
For creating this article, we have used Microsoft Excel 365 version. However, you can use any other version at your convenience.
Method-1: Using Shapes to Create a Roadmap in Excel
In the following sheet, we will create a Roadmap for ExcelDemy using different shapes of Excel.
Step-01: Insert Shapes
Here, we will insert different shapes.
- Go to the Insert tab >> Shapes dropdown >> Rectangle: Rounded Corners.
Then, we placed this shape in the following place.
- Then, we copied and pasted this shape 3 times and placed them serially in a line.
Now, we have to choose a vertical rectangular shape.
- Go to the Insert tab >> Shapes dropdown >> Rectangle.
- Place the rectangle vertically in the following position.
- Insert the rectangle shape 2 more times in the same line.
Now, we will put rectangular boxes between these shapes.
- Choose the rectangle shape and align it in line with the upper and side shapes.
In this way, we completed the following shapes and aligned them with the upper and side shapes.
For making this roadmap attractive, we will put a different shape for showing the final stage.
- Go to the Insert tab >> Shapes dropdown >> Arrow: Pentagon.
Then, we fixed the position of this shape in the following indicated place.
- Copy and paste the arrow shape in the last two empty spaces aligning in line.
Step-02: Change Colors and Insert Contents
Now, we will change the colors and formatting of the boxes and insert the contents in these boxes.
- Then, we changed the colors of these shapes. You can also change them according to your necessity by selecting the shape and going to the Shape Format tab >> Shape Fill dropdown >> choosing any color.
After changing the colors, we will write down the contents inside the shapes. The first 4 shapes are for indicators of phases.
- Choose the first horizontal shape and type Phase 1.
- Similarly, write down the other phase names for the rest of the cells.
- Write down the first project name; Content Writing in the first vertical box.
- To change its alignment select the text and go to the Home tab >> Orientation group >> Rotate Text Up.
In this way, we have written the other project names for the rest of the vertical boxes.
It’s time to write down the contexts of the works in different phases for different projects between these phases and projects.
For example, in a shape that aligns with Phase 1 and Content Writing, type Search for Keywords.
If you want to change the content color of these boxes, you can do this also.
- Choose the text, right-click, then select the Font Color dropdown and pick a color.
Method-2: Applying SmartArt Graphics to Create a Roadmap in Excel
In this section, we will create a roadmap in the following sheet using SmartArt graphics.
Step-01: Insert SmartArt Grouped List
Here, we will add a grouped list.
- Go to the Insert tab >> Illustrations group >> SmartArt.
Then, Choose a SmartArt Graphic window will appear.
- Choose the All tab, and select Grouped List option.
- Press OK.
In this way, we inserted the following Grouped List.
As we need 2 more columns for our roadmap, we will follow this process.
- Select the list, and go to the SmartArt Design tab >> Add Shape.
In this way, we inserted the following column.
Similarly, another extra column is also inserted.
Now, we will extend our grouped list size due to fitting the contents inside these boxes.
- Select this grouped list, and drag the indicated symbol to the right and down.
In this way, we extended the size of the grouped list.
- To appear on the text pane, select the grouped list, and go to the SmartArt Design tab >> click on Text Pane.
Later, the Text Pane will appear.
Step-02: Insert Text Boxes
As we need three text boxes in a column, we will increase the number of text boxes from 2 to 3.
- Select the 2nd line of the 1st column in the text pane, and press ENTER.
In this way, we entered an extra text box in the first column.
Similarly, add an extra text box for the next 2 columns.
Now, we will enter 3 text boxes in the last newly added shapes.
- Click on the place of the 4th column in the text pane, and press ENTER.
A new shape will be inserted.
- Now, press the TAB key.
Due to pressing the TAB key, the newly added shape has been converted into a text box inside the previous shape.
- Press ENTER twice to add new two text boxes.
Following this process, we successfully added the three text boxes in the 4th column.
Similarly, do the same thing for the last added shape also.
Step-03: Write Down Text Contents
Now, we will put down the text contents in all of the boxes.
- In the first column, we will write down the project names in the first column.
- In the headings of the next 4 columns, we put down the phase numbers serially.
You can change the size of the heading of these phase numbers also.
- Select the text, right-click, and change the Font Size also.
Now, you can also write down the work contents for different phases and projects.
- Type Search for Keywords inside the first text box of the Phase 1 column.
Then, we have written down the rest of the work contents inside all of the boxes for different phases and projects.
To make this grouped list understandable, we will change the shapes of the boxes of the project names.
- Select the boxes of the project names by pressing CTRL, and right-clicking.
- Click on Change Shape, and choose the arrow symbol.
So, the shapes of the first column have been changed.
If you want to change the colors of this grouped list, you can also do this work.
- Select the grouped list, and go to the SmartArt Design tab >> Change Colors dropdown >> pick any style.
Finally, we have completed the following Roadmap for ExcelDemy.
Method-3: Modifying Cell Borders to Create a Roadmap in Excel
In this method, we will form a roadmap by modifying the cells of the following sheet.
First, we will create 4 boxes for different phases.
- Select the 2 rows and 3 columns for creating a box, and then go to the Home tab >> Borders dropdown >> Thick Outside Borders.
For the first phase number, we created the first box.
Similarly, for the next phase numbers, we created the boxes also.
- Vertically selecting 5 rows, we applied the thick outside border.
For writing down the project names, we completed the outline of the boxes.
- For writing down the contents of the works, select the cells up to the intersection point of the first horizontal box and vertical box.
- Apply a thick outside border here.
In this way, we completed the following borders also.
To write down the contents of these boxes we have to merge the cells of each box.
- Select all of the cells of a box and then go to the Home tab >> Alignment dropdown >> Merge & Center.
Later, the merging of the first box is completed.
- Do this process for the rest of the cells also.
- Write down the contents in the boxes and change their font sizes according to your necessity.
Then, we changed the colors of these boxes and the final look of the roadmap is like the following figure.
Method-4: Using Excel Template
You can also use ready-made templates built by Excel for creating your roadmap easily if you have less time.
- Go to the File tab.
- Type Roadmap in the search bar.
Then, different roadmap templates will appear.
- Select your favorite template. Here, we selected the Work plan timeline template.
Next, a new window will appear.
- Click on Create.
Then, you will be taken to a newly created workbook.
- Go to the Work Plan sheet.
- Later, we changed the title of this roadmap, and the name of the activities have been inputted for 4 different phases.
- You can also add the work outputs in the second box.
In this article, we have discussed different ways to create a roadmap in Excel. Hope these methods will help you a lot. If you have any further queries, then leave a comment below.