Getting Started Making Charts

1
Chapter 16

• Getting Started Making Charts

2
Creating an Embedded Chart

• After you create a worksheet, you may want to
  show the information to someone else.
• print the worksheet if you need only numerical
  detail.
• transform information in the worksheet into a
  chart
• a graphical representation of data that makes it
  easy for users to see trends and make comparisons
• An embedded chart is a graphical representation
  of data created within the worksheet instead of
  as a separate worksheet.

3
Identifying Common Chart Types and Features

• You can create a variety of chart types by using
  Excel.
• Chart features include
• titles and labels that explain the graphed data
• enhancements such as gridlines and color that
  improve readability or add visual appeal

4
Identifying Common Chart Types and Features

• Pie chart a circular chart in which each piece
  (wedge) shows a data segment and its relationship
  to the whole
• A pie chart is limited to one data series a set
  of related values that are entered in a row or
  column of the worksheet.

5
Identifying Common Chart Types and Features

• Line chart plots one or more data series as
  connected points along an axis.
• X-axis the horizontal axis of a chart
• Y-axis the vertical axis of a chart

6
Identifying Common Chart Types and Features

• Column chart each data point is reflected in the
  height of its column in relation to the scale
  shown on the Y-axis.
• Columns are grouped along the X-axis.

7
Printing a Chart

• Printing a worksheet and its embedded chart is
  the same as printing a worksheet without charts.
• To print just a chart in Excel without printing
  the entire worksheet
• select the chart by clicking any blank area
  inside the chart
• choose File, Print
• In the Print dialog box, click the Selected Chart
  option button in the Print What area
• Click OK.

8
Using Chart Wizard to Create an Embedded Pie Chart

• To create a chart
• select the data you want to use in the chart
• choose Insert, Chart or click the Chart Wizard
  button on the Standard toolbar
• The Chart Wizard provides step-by-step assistance
  for choosing a chart type and specifying chart
  options.
• It automatically creates the chart from the
  selected data and places it in a frame or box.
• You can then move, size, change or enhance the
  chart.

9
Using the Chart Wizard

• Chart Wizard does a satisfactory job of creating
  a chart, but
• Use Excels customizing and formatting options
  for more demanding jobs
• update a chart by adding and deleting data series
  in its plot area

10
Using Chart Wizard to Create an Embedded Pie Chart
11
Deleting and Resizing a Chart

• To move and resize a chart, use the sizing
  handles at the corners and midpoints of the
  border surrounding the box.
• Drag a handle on the middle of one side of the
  box to change the size horizontally or vertically
• Drag a corner handle to change the vertical and
  horizontal dimensions at the same time.
• If you hold down the shift key while dragging a
  corner handle, you can maintain the original
  proportions of the chart.

12
Comparing Clustered and Stacked Column Charts

• A clustered column chart subtype presents
  multiple data series as side-by-side columns
  (figure 6.11 in your book)
• If you select a stacked column as the charts
  subtype, multiple data series appear as stacked
  components of a single column instead of
  side-by-side columns.
• Use if multiple data series total a meaningful
  number
• i.e. showing the contribution of each revenue
  source to the total revenue.

13
Changing the Chart Type

• Select a chart type that can help you display the
  information in the most dramatic, appropriate,
  and meaningful manner possible.
• After you create a chart, you can change the
  chart type easily.
• You may want to compare different chart types by
  using the same data series.

14
Choosing an Appropriate Chart Type

• You need to know which chart types to select,
  given the nature of the data.
• To learn more about the purpose of one or more
  chart types
• display the Office Assistant
• search the phrase chart types
• select the topic Examples of chart types
• Provides an illustration and description of the
  standard chart types.

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Standard Chart Types

• Area
• Column
• Bar
• Line
• Pie
• Doughnut
• Stock

• XY (scatter)
• Bubble
• Radar
• Surface
• Cone
• Cylinder
• Pyramid

16
Other Ways to Change Chart Types

• You can display the Chart Type dialog box after
  you select the chart you want to change by
• Choose Chart, Chart Type
• Click the Chart Wizard button

17
Other Ways to Change Chart Types

• You can also change a chart to one of 18
  predefined types by using the Chart toolbar.
• Choose View, Toolbars, and select Chart (if the
  toolbar does not automatically display when you
  select a chart)
• The drop-down list for the Chart Type button on
  this toolbar is a 3x6 display of chart icons.
• Click the icon that depicts the type of chart you
  want.

18
Charting Nonadjacent Data Series

• You can select nonadjacent sets of numbers to be
  charted by holding down Ctrl while dragging
  over numbers in the various areas of the
  worksheet.
• Make sure that the sets of numbers selected
  represent the same data series.

19
Modifying Chart Formats

• After you create a chart, you can make changes
  that improve readability or enhance visual
  appeal.
• display dollar signs in front of the numbers in a
  Y-axis scale
• italicize a title
• add a textured background
• change the color of a data series

20
Changing Other Chart Elements

• Practice making changes to four areas in a chart
• Y-axis
• the chart title
• the chart background
• a data series
• Start the change process by positioning the
  pointer on the area and right-clicking.
• Right-clicking on a chart area displays a
  context-sensitive shortcut menu that enables you
  to clear or modify the selected area.

21
Alternatives to Shortcut Menus

• Other ways to access chart dialog boxes and
  modify settings
• Double-clicking a chart area bypasses the Clear
  option and opens the dialog box for formatting
  that area.
• You can also access Chart options from the menu
  bar after you select the entire chart.

22
Ways to View a Chart

• If you scroll through the worksheet to view a
  chart, you can view the cart in its own window
• Select the chart
• Choose View, Chart Window
• You can edit the chart while it is open in the
  window.
• If you select a chart and then click the Print
  Preview button, Excel displays only the chart
  instead of the worksheet data and the chart.
• You can view but not change a chart displayed in
  Print Preview mode.

23
Adding, Reordering and Deleting a Data Series

• Even a relatively small set of data can be
  charted in a variety of ways.
• You can vary the data presented in a chart by
  adding a data series, rearranging the order of
  data series, and deleting a data series.

24
Alternative Ways to Add or Delete Data Series

• The simplest methods to add and delete data
  series from an existing chart
• Add by dragging a selected series and dropping it
  into the chart
• Remove by selecting the charted data series and
  pressing the Delete key.

25
Alternative Ways to Add or Delete Data Series

• You can also add or delete data series from the
  Series tab of the Source Data dialog box.
• Select the chart
• Choose Chart, Source Data and select the Series
  tab
• To add a data series, click the Add button and
  specify the location of the series.
• To delete a data series, select its name in the
  Series list and click the Remove button.

26
Creating and Printing a Combination Chart

• A combination chart includes two or more chart
  types, such as showing one data series as a
  column and another as a line.
• Create a combination chart if the values in the
  data series vary widely or if you want to
  emphasize differences in the data.

27
Customizing Charts

• Can add titles, legends and annotations
• Can use arrows and AutoShapes to emphasize
  certain aspects of the chart.
• Formatting a chart setting the display options
  for each chart element.

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Customizing Charts
Chart Area
Parts of Chart
Legend of Data
Plot Frame
Axis
29
Formatting Chart Elements
Format Data Series dialog box Patterns tab
30
Adding and Deleting Chart Elements
Chart Options dialog box Titles tab
31
Adding and Deleting Chart Elements
Adding titles and a data table
Chart Title
Data Table
32
Adding Draw Objects to a Chart
Adding draw objects to a chart
33
Printing a Separate Chart Sheet
Page Setup dialog box Chart tab
34
Printing a Separate Chart Sheet
Print previewing a chart sheet