Tutorial 4: Enhancing a Workbook with Charts and GraphsMicrosoft Excel 2010          ®       ®
Visual Overview                      XPNew Perspectives on Microsoft Excel 2010        2
Chart Elements                       XPNew Perspectives on Microsoft Excel 2010        3
Creating an Excel Chart                          XP      • Charts show trends or relationships in data        that are dif...
Creating an Excel Chart                                XP      • Select chart type that best represents the data         –...
Creating an Excel Chart                      XP      • Three Chart Tools tabs appear on the Ribbon:        Design, Layout,...
Moving a Chart to a Different                  XP      Worksheet      • Move Chart dialog box provides options for        ...
Moving and Resizing Charts                            XP      • Selecting the chart displays a selection box (used to     ...
Designing a Pie Chart                         XP      • Charts include individual elements that can be        formatted (c...
Designing a Pie Chart                            XP      • Choose location of the legend, and format it        using tools...
Formatting Data Labels on a Pie Chart                                          XPNew Perspectives on Microsoft Excel 2010 ...
Changing Pie Slice Colors                           XP      • Use distinct colors to avoid confusion,        especially fo...
Designing a Pie Chart                        XP      • Exploded pie charts         – Move one slice away from the others  ...
Creating a Column Chart                        XP      • Column chart         – Displays values in different categories as...
Column/Bar Charts vs Pie Charts                       XP      • Column/bar charts are superior to pie charts         – For...
Inserting a Column Chart                          XP      •     Select data source      •     Select type of chart to crea...
Inserting a Column Chart             XPNew Perspectives on Microsoft Excel 2010        17
Editing the Axis Scale and Text                    XP      • Range of values (scale) of an axis is based on        values ...
Editing the Axis Scale and Text      XPNew Perspectives on Microsoft Excel 2010        19
Editing the Axis Scale and Text      XPNew Perspectives on Microsoft Excel 2010        20
Formatting the Chart Columns         XP      • Columns usually        have a common        format –        distinguished b...
Communicating Effectively with           XP      Charts      •     Keep it simple      •     Focus on the message      •  ...
Visual Overview                      XPNew Perspectives on Microsoft Excel 2010        23
Charts, Sparklines, and Data Bars XPNew Perspectives on Microsoft Excel 2010     24
Creating a Line Chart                        XP      • Use when data consists of values drawn from        categories that ...
Formatting Date Labels               XP      • Set minimum and        maximum dates to        use in the scale’s        ra...
Formatting Date Labels               XP      • Custom date formats        use combinations of        “m”, “d”, and “y” for...
Setting Label Units                           XP      • Simplify a chart’s appearance by displaying        units of measur...
Overlaying a Chart Legend                           XP      • Makes more space for the plot area      • An overlaid chart ...
Creating a Line Chart                XP      • Adding gridlines      • Adding an axis titleNew Perspectives on Microsoft E...
Editing and Revising Chart Data               XP      • Modify the data range that the chart is based        on (do not di...
Adding a Data Series to an Existing             XP      Chart      • New data series appears in the chart with a        di...
Adding a Data Series to an Existing   XP      ChartNew Perspectives on Microsoft Excel 2010         33
Adding a Data Series to an Existing             XP      Chart      • Understanding the SERIES function      • Can be edite...
Creating a Combination Chart                       XP      • Select a data series in an existing chart      • Apply a new ...
Choosing the Right Chart                                                XP      Chart                            When to U...
Creating a 3-D Chart                 XP      • Provide illusion of        depth and distance      • Adds three spatial    ...
Creating a 3-D Chart                 XPNew Perspectives on Microsoft Excel 2010        38
Adding Sparklines and Data Bars               XP      • Both convey graphical information about        worksheet data with...
Creating Sparklines                           XP      • A mini chart displayed within a worksheet cell      • Compact in s...
Types of Sparklines                  XP      • Line sparkline         – Highlights trends      • Column sparkline         ...
Creating Sparklines                              XP      • Select a data range containing data to graph      • Select a lo...
Creating Sparklines                  XPNew Perspectives on Microsoft Excel 2010        43
Adding and Formatting Sparkline                 XP      Markers      • Can specify only line color and marker color      •...
Adding and Formatting Sparkline      XP      MarkersNew Perspectives on Microsoft Excel 2010        45
Creating Data Bars                                   XP      • Conditional format that adds a horizontal bar to        bac...
Modifying a Data Bar Rule                 XP      • Alter rules of the conditional formatNew Perspectives on Microsoft Exc...
Modifying a Data Bar Rule            XPNew Perspectives on Microsoft Excel 2010        48
Creating a Chart Sheet                        XP      • For detailed charts that need more space to        be seen clearly...
Creating a Chart Sheet               XPNew Perspectives on Microsoft Excel 2010        50
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Tutorial 4 Charts and Graphs

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Pie charts are very useful for comparing values to each other in a data series. Pie charts have five elements that are common to most charts. You can select and format any chart element individually or you can apply a built-in style or chart layout to format all of these elements at once.

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Tutorial 4 Charts and Graphs

  1. 1. Tutorial 4: Enhancing a Workbook with Charts and GraphsMicrosoft Excel 2010 ® ®
  2. 2. Visual Overview XPNew Perspectives on Microsoft Excel 2010 2
  3. 3. Chart Elements XPNew Perspectives on Microsoft Excel 2010 3
  4. 4. Creating an Excel Chart XP • Charts show trends or relationships in data that are difficult to show with numbers • Select a range to use as chart’s data sourceNew Perspectives on Microsoft Excel 2010 4
  5. 5. Creating an Excel Chart XP • Select chart type that best represents the data – Use one of 73 built-in charts organized into 11 categories, or… – Create custom chart types based on built-insNew Perspectives on Microsoft Excel 2010 5
  6. 6. Creating an Excel Chart XP • Three Chart Tools tabs appear on the Ribbon: Design, Layout, and FormatNew Perspectives on Microsoft Excel 2010 6
  7. 7. Moving a Chart to a Different XP Worksheet • Move Chart dialog box provides options for moving chartsNew Perspectives on Microsoft Excel 2010 7
  8. 8. Moving and Resizing Charts XP • Selecting the chart displays a selection box (used to move or resize the object) – To move the chart, drag selection box to new location in worksheet – To resize the chart, drag a sizing handleNew Perspectives on Microsoft Excel 2010 8
  9. 9. Designing a Pie Chart XP • Charts include individual elements that can be formatted (chart area, chart title, plot area, data markers, legend) • Make changes using a built-in style that formats the entire chart or by selecting and formatting an individual element • Use a chart style to apply several formats to the chart at one timeNew Perspectives on Microsoft Excel 2010 9
  10. 10. Designing a Pie Chart XP • Choose location of the legend, and format it using tools on Chart Tools Layout tabNew Perspectives on Microsoft Excel 2010 10
  11. 11. Formatting Data Labels on a Pie Chart XPNew Perspectives on Microsoft Excel 2010 11
  12. 12. Changing Pie Slice Colors XP • Use distinct colors to avoid confusion, especially for adjacent slides • Format each slice rather than entire data series (each slice represents a different value in the series)New Perspectives on Microsoft Excel 2010 12
  13. 13. Designing a Pie Chart XP • Exploded pie charts – Move one slice away from the others – Useful for emphasizing one category above all of the othersNew Perspectives on Microsoft Excel 2010 13
  14. 14. Creating a Column Chart XP • Column chart – Displays values in different categories as columns – Height of each column is based on its value • Bar chart – Column chart turned on its side – Length of each bar is based on its valueNew Perspectives on Microsoft Excel 2010 14
  15. 15. Column/Bar Charts vs Pie Charts XP • Column/bar charts are superior to pie charts – For large number of categories or categories close in value – Easier to compare height or length than area – Can be applied to wider range of data – Can include several data series (pie charts usually show only one data series)New Perspectives on Microsoft Excel 2010 15
  16. 16. Inserting a Column Chart XP • Select data source • Select type of chart to create • Move and resize the chart • Change chart’s design, layout, and format by: – Selecting one of the chart styles, or – Formatting individual chart elementsNew Perspectives on Microsoft Excel 2010 16
  17. 17. Inserting a Column Chart XPNew Perspectives on Microsoft Excel 2010 17
  18. 18. Editing the Axis Scale and Text XP • Range of values (scale) of an axis is based on values in data source • Vertical (value) axis: range of series values • Horizontal (category) axis: category values • Primary and secondary axes can use different scales and labels • Add descriptive axis titles if axis labels are not self-explanatory (default is no titles)New Perspectives on Microsoft Excel 2010 18
  19. 19. Editing the Axis Scale and Text XPNew Perspectives on Microsoft Excel 2010 19
  20. 20. Editing the Axis Scale and Text XPNew Perspectives on Microsoft Excel 2010 20
  21. 21. Formatting the Chart Columns XP • Columns usually have a common format – distinguished by height, not colorNew Perspectives on Microsoft Excel 2010 21
  22. 22. Communicating Effectively with XP Charts • Keep it simple • Focus on the message • Limit the number of data series • Use gridlines in moderation • Choose colors carefully • Limit chart to a few text stylesNew Perspectives on Microsoft Excel 2010 22
  23. 23. Visual Overview XPNew Perspectives on Microsoft Excel 2010 23
  24. 24. Charts, Sparklines, and Data Bars XPNew Perspectives on Microsoft Excel 2010 24
  25. 25. Creating a Line Chart XP • Use when data consists of values drawn from categories that follow a sequential order at evenly spaced intervals • Displays data values using a connected line rather than columns or barsNew Perspectives on Microsoft Excel 2010 25
  26. 26. Formatting Date Labels XP • Set minimum and maximum dates to use in the scale’s range • Set major and minor units as days, months, or years to use for the scale’s intervalNew Perspectives on Microsoft Excel 2010 26
  27. 27. Formatting Date Labels XP • Custom date formats use combinations of “m”, “d”, and “y” for months, days, and years • Number of letters controls how Excel displays the dateNew Perspectives on Microsoft Excel 2010 27
  28. 28. Setting Label Units XP • Simplify a chart’s appearance by displaying units of measure appropriate to data values – Useful when space is at a premium – Example: Display the value 20 to represent 20,000 or 20,000,000 • Apply custom formats to numbers, including adding textNew Perspectives on Microsoft Excel 2010 28
  29. 29. Overlaying a Chart Legend XP • Makes more space for the plot area • An overlaid chart element floats in the chart area and is not fixed to a particular position; can be dragged to a new locationNew Perspectives on Microsoft Excel 2010 29
  30. 30. Creating a Line Chart XP • Adding gridlines • Adding an axis titleNew Perspectives on Microsoft Excel 2010 30
  31. 31. Editing and Revising Chart Data XP • Modify the data range that the chart is based on (do not directly modify data in the chart) • If values/labels in data source are changed, chart automatically updates to show new contentNew Perspectives on Microsoft Excel 2010 31
  32. 32. Adding a Data Series to an Existing XP Chart • New data series appears in the chart with a different set of data markersNew Perspectives on Microsoft Excel 2010 32
  33. 33. Adding a Data Series to an Existing XP ChartNew Perspectives on Microsoft Excel 2010 33
  34. 34. Adding a Data Series to an Existing XP Chart • Understanding the SERIES function • Can be edited within the formula bar to make quick changes to the chart, but the function is tied to an existing chart; it cannot be used within a worksheet cell or referenced from another Excel formulaNew Perspectives on Microsoft Excel 2010 34
  35. 35. Creating a Combination Chart XP • Select a data series in an existing chart • Apply a new chart type to that series, leaving the other data series in its original formatNew Perspectives on Microsoft Excel 2010 35
  36. 36. Choosing the Right Chart XP Chart When to Use Pie charts Small number of categories; easy to distinguish relative sizes of slices Column or Several categories bar chart Line charts Categories follow a sequential order XY scatter To plot two numeric values against one charts another Custom chart Available charts don’t meet your needsNew Perspectives on Microsoft Excel 2010 36
  37. 37. Creating a 3-D Chart XP • Provide illusion of depth and distance • Adds three spatial dimensions: – The x-axis (length) – The y-axis (height) – The z-axis (depth) • Chart’s perspective controls how fast the chart appears to recedeNew Perspectives on Microsoft Excel 2010 37
  38. 38. Creating a 3-D Chart XPNew Perspectives on Microsoft Excel 2010 38
  39. 39. Adding Sparklines and Data Bars XP • Both convey graphical information about worksheet data without occupying a lot of spaceNew Perspectives on Microsoft Excel 2010 39
  40. 40. Creating Sparklines XP • A mini chart displayed within a worksheet cell • Compact in size; doesn’t include chart elements • Goal is to convey maximum amount of graphical information in a very small space • Can be grouped or ungrouped – Grouped sparklines share a common format – Ungrouped sparklines can be formatted individuallyNew Perspectives on Microsoft Excel 2010 40
  41. 41. Types of Sparklines XP • Line sparkline – Highlights trends • Column sparkline – For column charts • Win/Loss sparkline – Highlights positive and negative valuesNew Perspectives on Microsoft Excel 2010 41
  42. 42. Creating Sparklines XP • Select a data range containing data to graph • Select a location range where you want sparklines to appearNew Perspectives on Microsoft Excel 2010 42
  43. 43. Creating Sparklines XPNew Perspectives on Microsoft Excel 2010 43
  44. 44. Adding and Formatting Sparkline XP Markers • Can specify only line color and marker color • Can create line markers for highest value, lowest value, all negative values, first value, and last value • Can create markers for all data points regardless of value or position in data source • Can add an axis to a sparkline – horizontal line that separates positive and negative valuesNew Perspectives on Microsoft Excel 2010 44
  45. 45. Adding and Formatting Sparkline XP MarkersNew Perspectives on Microsoft Excel 2010 45
  46. 46. Creating Data Bars XP • Conditional format that adds a horizontal bar to background of a cell containing a numeric value – Length based on value of each cell in selected range • Dynamic – Lengths of data bars automatically update if cell’s value changesNew Perspectives on Microsoft Excel 2010 46
  47. 47. Modifying a Data Bar Rule XP • Alter rules of the conditional formatNew Perspectives on Microsoft Excel 2010 47
  48. 48. Modifying a Data Bar Rule XPNew Perspectives on Microsoft Excel 2010 48
  49. 49. Creating a Chart Sheet XP • For detailed charts that need more space to be seen clearly or to show a chart without any worksheet text or data • Do not contain worksheet cells for calculating numeric valuesNew Perspectives on Microsoft Excel 2010 49
  50. 50. Creating a Chart Sheet XPNew Perspectives on Microsoft Excel 2010 50
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