8. Charting in Excel

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8. Charting in Excel

• J. Stephen Schiavo
• Missouri Southern State University

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Charting in Excel (Chapter 4)

• Types of charts and their application
• Creating simple charts
• Legends Other Features
• Modifying gridlines major axes
• Charting part, but not all, of a sheet

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Types of charts and their application

• Avoid using the wrong kind of chart!
• Line chart shows values over timemonthly sales,
  or patients temperature
• Bar chart compares values of different
  kindWheat production vs. Corn Production
  orCanadian wheat production vs. US

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Types of charts and their application

• Pie chart shows parts of a whole
• Scatter plot to show two variables at
  onceheight and weight of entering freshmen
• Bubble plot to contrast multiple variables from
  multiple observationsProduction capability,
  market share, and profitability for each product

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Creating simple charts

• Select the values, and click on charts
• Step through the prompts, adding titles, etc.
• Create chart on the worksheet, or on a sheet of
  its own
• Include explanatory column and row headings
• Position and size the chart (if on the sheet)

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Legends Other Features

• If you dont really need Legend, delete it
  otherwise, position it out of the way
• Modify Title or other features
• Highlight certain features, and retype

7
Modifying gridlines major axes

• Right-click on gridlines of finished chart
• Modify scale, weight, color
• X crosses at maximum (turns the chart upside
  down bars, for instance, hang down from above.)

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Charting part, but not all, of a sheet

• Select some row(s)
• Holding down CTRL, select titles, or other rows
• With multiple selections highlighted, click the
  chart icon OR
• Right-click on the existing chart, and add more
  rows in Source Data

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Exercise 2 (MS Excel)

• Create a payment and amortization schedule for a
  2,000 loan, at 14.75, paid quarterly (at end of
  Mar, Jun, Sep, Dec) over two years.
• Then chart the declining balance on the same
  sheet.
• Title the chart Loan Schedule (Your Name)and
  print it to turn in

To be done in class but youre welcome to
practice before class.