Before you begin: If you already know how to create a chart, take the course “Charts II: Choose the right chart type” at http://office.microsoft.com/training/training.aspx?AssetID=RC011097791033. If you want to know how to customize and enhance charts, take the course “Charts III: Create a professional-looking chart” at http://office.microsoft.com/training/training.aspx?AssetID=RC011185911033. [ Note to trainer: For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
You could easily select another chart type; but in this case, you'd accept the Column type, which is commonly used to compare items and will get your point across. For a quick chart, that's all you do. [ Note to trainer: Steps—presented in either numbered or bulleted lists—are always shown in yellow text.]
Peacock data, for example, is lavender. Data for each salesperson appears in three separate chart columns, one for each month. Cell B2 from the worksheet becomes the January chart column for Peacock; cell C2 becomes the February column for Peacock; and cell D2 becomes the March column for Peacock.
The column titles from the worksheet are now at the bottom of the chart. The titles become the categories in which the values from the worksheet rows are arranged. As you can see at a glance, the chart shows that Suyama sold the most marmalade in January and February, but she had a slump in March, when Peacock did best.
Any changes that you make to the worksheet data are instantly shown in the chart. A chart can also be placed on a separate sheet in a workbook, something you'll see how to do in the next lesson.
[ Note to trainer: With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel 2003, with instructions to guide you. Important: If you don’t have Excel 2003, you won’t be able to access the practice sessions.]
You'll also learn how to add more detail to your chart, such as a chart title, and you'll see other options in the wizard.
The Series in option is so named because the worksheet values used in the chart are called data series . You choose whether to compare and group the series in rows or columns. You can see the result of your choice in the preview on the tab.
The Series tab lets you change without going back to the worksheet, and it also provides a preview of your changes. Note: Deleting or adding a data series on this tab does not alter the data on the worksheet.
The Titles tab in Step 3 of the wizard has boxes for three titles for this chart: one for the chart, at the top, and one for each of the chart axes: vertical and horizontal. After the titles have been entered, they appear in the preview on this tab.
Axes: Hide or display the information shown along the axes. Gridlines: Hide or display the lines that extend across the chart. Legend: Place the chart legend in different locations on the chart. Data Labels: Label the chart with the row and column title for each value and with the numerical values themselves. Be careful—you can easily clutter a chart and make it hard to read. Data Table: Display a table containing all the data used to create the chart. You might do this if you place a chart on a separate sheet in the workbook and want to have the data visible with the chart. That's next. Chart Location: Step 4 of the wizard gives you the option to place the chart As new sheet or As object in . If you choose As new sheet, you can choose a title for it. If you choose As object in, it appears on the same sheet as the worksheet data used in creating it. If you create a chart the quick way by clicking Finish as soon as you see that button in the wizard, the chart is automatically placed As object in .
[ Note to trainer: With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important: If you don’t have Excel 2003, you won’t be able to access the practice sessions.]
Using This Template This Microsoft PowerPoint ® template has training content about using Excel 2003 to express data in charts. It's geared for a corporate trainer to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course “Charts 1: How to create a chart.” Features of the template Title slide: On the very first slide, there are empty brackets over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. They'll play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch , and sometimes the Dissolve effect is used. To alter them, go to the Slide Show menu, click Custom Animation , and work with the options that appear. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).
Microsoft ® Office Excel ® 2003 Training How to create a chart Peace River Distributing presents:
Suppose you wanted to compare salespeople, not to each other, but to themselves, so that you can see their performance over time.
Once again, you’d select the Sir Rodney's Marmalade data, and open the Chart Wizard by clicking the Chart Wizard button .
Decide what to chart How to create a chart
Decide what to chart How to create a chart But this time you’d click the Next button instead of clicking Finish . That click will display the Data Range tab as Step 2 of the Chart Wizard. On the Data Range tab you can change your chart structure.
If Excel grouped by rows and compared by columns, the chart would say something completely different. It would show how each salesperson did, better or worse, month by month, as shown on the right of the picture.
How to create a chart You can choose which comparison to make by selecting either Rows or Columns in the Series in option.
There are more tabs in the Chart Wizard. Each tab includes a preview so that you can see what your chart looks like if you change any of your choices. Various chart types offer different sets of options.