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Getting Started Making Charts


Chapter 16 Getting Started Making Charts – PowerPoint PPT presentation

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Title: Getting Started Making Charts

Chapter 16
  • Getting Started Making Charts

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
  • transform information in the worksheet into a
  • 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.

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

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.

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

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.

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.

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
  • 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

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

Using Chart Wizard to Create an Embedded Pie Chart
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.

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
  • i.e. showing the contribution of each revenue
    source to the total revenue.

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.

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.

Standard Chart Types
  • Area
  • Column
  • Bar
  • Line
  • Pie
  • Doughnut
  • Stock
  • XY (scatter)
  • Bubble
  • Radar
  • Surface
  • Cone
  • Cylinder
  • Pyramid

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

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

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
  • Make sure that the sets of numbers selected
    represent the same data series.

Modifying Chart Formats
  • After you create a chart, you can make changes
    that improve readability or enhance visual
  • 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

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.

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.

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
  • 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.

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.

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.

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
  • 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.

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.

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.

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