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 …

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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  • 1. Tutorial 4: Enhancing a Workbook with Charts and GraphsMicrosoft Excel 2010 ® ®
  • 2. Visual Overview XPNew Perspectives on Microsoft Excel 2010 2
  • 3. Chart Elements XPNew Perspectives on Microsoft Excel 2010 3
  • 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. 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. Creating an Excel Chart XP • Three Chart Tools tabs appear on the Ribbon: Design, Layout, and FormatNew Perspectives on Microsoft Excel 2010 6
  • 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. 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. 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. 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. Formatting Data Labels on a Pie Chart XPNew Perspectives on Microsoft Excel 2010 11
  • 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. 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. 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. 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. 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. Inserting a Column Chart XPNew Perspectives on Microsoft Excel 2010 17
  • 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. Editing the Axis Scale and Text XPNew Perspectives on Microsoft Excel 2010 19
  • 20. Editing the Axis Scale and Text XPNew Perspectives on Microsoft Excel 2010 20
  • 21. Formatting the Chart Columns XP • Columns usually have a common format – distinguished by height, not colorNew Perspectives on Microsoft Excel 2010 21
  • 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. Visual Overview XPNew Perspectives on Microsoft Excel 2010 23
  • 24. Charts, Sparklines, and Data Bars XPNew Perspectives on Microsoft Excel 2010 24
  • 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. 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. 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. 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. 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. Creating a Line Chart XP • Adding gridlines • Adding an axis titleNew Perspectives on Microsoft Excel 2010 30
  • 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. 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. Adding a Data Series to an Existing XP ChartNew Perspectives on Microsoft Excel 2010 33
  • 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. 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. 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. 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. Creating a 3-D Chart XPNew Perspectives on Microsoft Excel 2010 38
  • 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. 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. 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. 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. Creating Sparklines XPNew Perspectives on Microsoft Excel 2010 43
  • 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. Adding and Formatting Sparkline XP MarkersNew Perspectives on Microsoft Excel 2010 45
  • 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. Modifying a Data Bar Rule XP • Alter rules of the conditional formatNew Perspectives on Microsoft Excel 2010 47
  • 48. Modifying a Data Bar Rule XPNew Perspectives on Microsoft Excel 2010 48
  • 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. Creating a Chart Sheet XPNew Perspectives on Microsoft Excel 2010 50