Excel.t04

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Excel.t04

  1. 1. ®Microsoft Office 2010Excel Tutorial 4:Enhancing a Workbookwith Charts and Graphs
  2. 2. XPXPXPObjectives• Create an embedded chart• Create and format a pie chart• Work with chart titles and legends• Create and format a column chartNew Perspectives on Microsoft Excel 2010 2
  3. 3. XPXPXPObjectives• Create and format a line chart• Modify a chart data source• Create and format a combined chart• Create a 3-D chart• Create and format sparklines and data bars• Create a chart sheetNew Perspectives on Microsoft Excel 2010 3
  4. 4. XPXPXPVisual OverviewNew Perspectives on Microsoft Excel 2010 4
  5. 5. XPXPXPChart ElementsNew Perspectives on Microsoft Excel 2010 5
  6. 6. XPXPXPCreating an Excel Chart• Charts show trends or relationships in datathat are difficult to show with numbers• Select a range to use as chart’s data sourceNew Perspectives on Microsoft Excel 2010 6
  7. 7. XPXPXPCreating an Excel Chart• Select chart type that best represents the data– Use one of 73 built-in charts organized into 11categories, or…– Create custom chart types based on built-insNew Perspectives on Microsoft Excel 2010 7
  8. 8. XPXPXPCreating an Excel Chart• Three Chart Tools tabs appear on the Ribbon:Design, Layout, and FormatNew Perspectives on Microsoft Excel 2010 8
  9. 9. XPXPXPMoving a Chart to a DifferentWorksheet• Move Chart dialog box provides options formoving chartsNew Perspectives on Microsoft Excel 2010 9
  10. 10. XPXPXPMoving and Resizing Charts• Selecting the chart displays a selection box (used tomove or resize the object)– To move the chart, drag selection box to newlocation in worksheet– To resize the chart, drag a sizing handleNew Perspectives on Microsoft Excel 2010 10
  11. 11. XPXPXPDesigning a Pie Chart• Charts include individual elements that can beformatted (chart area, chart title, plot area,data markers, legend)• Make changes using a built-in style thatformats the entire chart or by selecting andformatting an individual element• Use a chart style to apply several formats tothe chart at one timeNew Perspectives on Microsoft Excel 2010 11
  12. 12. XPXPXPDesigning a Pie Chart• Choose location of the legend, and format itusing tools on Chart Tools Layout tabNew Perspectives on Microsoft Excel 2010 12
  13. 13. XPXPXPFormatting Data Labels on a Pie ChartNew Perspectives on Microsoft Excel 2010 13
  14. 14. XPXPXPChanging Pie Slice Colors• Use distinct colors to avoid confusion,especially for adjacent slides• Format each slice rather than entire dataseries (each slice represents a different valuein the series)New Perspectives on Microsoft Excel 2010 14
  15. 15. XPXPXPDesigning a Pie Chart• Exploded pie charts–Move one slice away from the others–Useful for emphasizing one category aboveall of the othersNew Perspectives on Microsoft Excel 2010 15
  16. 16. XPXPXPCreating a Column Chart• Column chart–Displays values in different categories ascolumns–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 16
  17. 17. XPXPXPColumn/Bar Charts vs Pie Charts• Column/bar charts are superior to pie charts– For large number of categories or categories closein value– Easier to compare height or length than area– Can be applied to wider range of data– Can include several data series (pie charts usuallyshow only one data series)New Perspectives on Microsoft Excel 2010 17
  18. 18. XPXPXPInserting a Column Chart• 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 18
  19. 19. XPXPXPInserting a Column ChartNew Perspectives on Microsoft Excel 2010 19
  20. 20. XPXPXPEditing the Axis Scale and Text• Range of values (scale) of an axis is based onvalues in data source• Vertical (value) axis: range of series values• Horizontal (category) axis: category values• Primary and secondary axes can use differentscales and labels• Add descriptive axis titles if axis labels are notself-explanatory (default is no titles)New Perspectives on Microsoft Excel 2010 20
  21. 21. XPXPXPEditing the Axis Scale and TextNew Perspectives on Microsoft Excel 2010 21
  22. 22. XPXPXPEditing the Axis Scale and TextNew Perspectives on Microsoft Excel 2010 22
  23. 23. XPXPXPFormatting the Chart Columns• Columns usuallyhave a commonformat –distinguished byheight, not colorNew Perspectives on Microsoft Excel 2010 23
  24. 24. XPXPXPCommunicating Effectively withCharts• 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 24
  25. 25. XPXPXPVisual OverviewNew Perspectives on Microsoft Excel 2010 25
  26. 26. XPXPXPCharts, Sparklines, and Data BarsNew Perspectives on Microsoft Excel 2010 26
  27. 27. XPXPXPCreating a Line Chart• Use when data consists of values drawn fromcategories that follow a sequential order atevenly spaced intervals• Displays data values using a connected linerather than columns or barsNew Perspectives on Microsoft Excel 2010 27
  28. 28. XPXPXPFormatting Date Labels• Set minimum andmaximum dates touse in the scale’srange• Set major and minorunits as days,months, or years touse for the scale’sintervalNew Perspectives on Microsoft Excel 2010 28
  29. 29. XPXPXPFormatting Date Labels• Custom date formatsuse combinations of“m”, “d”, and “y” formonths, days, andyears• Number of letterscontrols how Exceldisplays the dateNew Perspectives on Microsoft Excel 2010 29
  30. 30. XPXPXPSetting Label Units• Simplify a chart’s appearance by displayingunits of measure appropriate to data values–Useful when space is at a premium–Example: Display the value 20 to represent20,000 or 20,000,000• Apply custom formats to numbers, includingadding textNew Perspectives on Microsoft Excel 2010 30
  31. 31. XPXPXPOverlaying a Chart Legend• Makes more space for the plot area• An overlaid chart element floats in the chartarea and is not fixed to a particular position;can be dragged to a new locationNew Perspectives on Microsoft Excel 2010 31
  32. 32. XPXPXPCreating a Line Chart• Adding gridlines• Adding an axis titleNew Perspectives on Microsoft Excel 2010 32
  33. 33. XPXPXPEditing and Revising Chart Data• Modify the data range that the chart is basedon (do not directly modify data in the chart)• If values/labels in data source are changed,chart automatically updates to show newcontentNew Perspectives on Microsoft Excel 2010 33
  34. 34. XPXPXPAdding a Data Series to an ExistingChart• New data series appears in the chart with adifferent set of data markersNew Perspectives on Microsoft Excel 2010 34
  35. 35. XPXPXPAdding a Data Series to an ExistingChartNew Perspectives on Microsoft Excel 2010 35
  36. 36. XPXPXPAdding a Data Series to an ExistingChart• Understanding the SERIES function• Can be edited within the formula bar to makequick changes to the chart, but the function istied to an existing chart; it cannot be usedwithin a worksheet cell or referenced fromanother Excel formulaNew Perspectives on Microsoft Excel 2010 36
  37. 37. XPXPXPCreating a Combination Chart• Select a data series in an existing chart• Apply a new chart type to that series, leavingthe other data series in its original formatNew Perspectives on Microsoft Excel 2010 37
  38. 38. XPXPXPChoosing the Right ChartNew Perspectives on Microsoft Excel 2010 38Chart When to UsePie charts Small number of categories; easy todistinguish relative sizes of slicesColumn orbar chartSeveral categoriesLine charts Categories follow a sequential orderXY scatterchartsTo plot two numeric values against oneanotherCustom chart Available charts don’t meet your needs
  39. 39. XPXPXPCreating a 3-D Chart• Provide illusion ofdepth and distance• Adds three spatialdimensions:– The x-axis (length)– The y-axis (height)– The z-axis (depth)• Chart’s perspectivecontrols how fast thechart appears to recedeNew Perspectives on Microsoft Excel 2010 39
  40. 40. XPXPXPCreating a 3-D ChartNew Perspectives on Microsoft Excel 2010 40
  41. 41. XPXPXPAdding Sparklines and Data Bars• Both convey graphical information aboutworksheet data without occupying a lot ofspaceNew Perspectives on Microsoft Excel 2010 41
  42. 42. XPXPXPCreating Sparklines• A mini chart displayed within a worksheet cell• Compact in size; doesn’t include chartelements• Goal is to convey maximum amount ofgraphical information in a very small space• Can be grouped or ungrouped–Grouped sparklines share a common format–Ungrouped sparklines can be formattedindividuallyNew Perspectives on Microsoft Excel 2010 42
  43. 43. XPXPXPTypes of Sparklines• Line sparkline– Highlights trends• Column sparkline– For column charts• Win/Loss sparkline– Highlights positiveand negative valuesNew Perspectives on Microsoft Excel 2010 43
  44. 44. XPXPXPCreating Sparklines• Select a data range containing data to graph• Select a location range where you wantsparklines to appearNew Perspectives on Microsoft Excel 2010 44
  45. 45. XPXPXPCreating SparklinesNew Perspectives on Microsoft Excel 2010 45
  46. 46. XPXPXPAdding and Formatting SparklineMarkers• 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 pointsregardless of value or position in data source• Can add an axis to a sparkline – horizontal linethat separates positive and negative valuesNew Perspectives on Microsoft Excel 2010 46
  47. 47. XPXPXPAdding and Formatting SparklineMarkersNew Perspectives on Microsoft Excel 2010 47
  48. 48. XPXPXPCreating Data Bars• Conditional format that adds a horizontal bar tobackground 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’svalue changesNew Perspectives on Microsoft Excel 2010 48
  49. 49. XPXPXPModifying a Data Bar Rule• Alter rules of the conditional formatNew Perspectives on Microsoft Excel 2010 49
  50. 50. XPXPXPModifying a Data Bar RuleNew Perspectives on Microsoft Excel 2010 50
  51. 51. XPXPXPCreating a Chart Sheet• For detailed charts that need more space tobe seen clearly or to show a chart without anyworksheet text or data• Do not contain worksheet cells for calculatingnumeric valuesNew Perspectives on Microsoft Excel 2010 51
  52. 52. XPXPXPCreating a Chart SheetNew Perspectives on Microsoft Excel 2010 52

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