This document provides instructions for creating and customizing various types of charts and graphics in Excel, including:
- Creating basic charts from data and customizing their appearance
- Finding trends in data using trendlines
- Summarizing data concisely using sparklines
- Creating dynamic PivotCharts linked to PivotTables
- Using SmartArt to create diagrams for summarizing processes
- Adding shapes, equations and other objects to worksheets
The document covers formatting, styling, ordering and other editing techniques for customizing charts, diagrams and other graphics in Excel.
Pivot Tables and Beyond Data Analysis in Excel 2013 - Course Technology Compu...Cengage Learning
Pivot Tables and Beyond Data Analysis in Excel 2013 - Course Technology Computing Conference
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Excel is sometimes called the most popular "database" in the world, not because it's a database but because it makes data so accessible that users often turn to spreadsheets for data entry. Yet for all that, Excel's tools for data analysis and modeling remain largely untapped by the average user. In this, pivot tables may be the most powerful and least utilized tool for data exploration. In this presentation we'll examine some of the new enhancements to pivot tables introduced in Excel 2013. We'll examine how to set up relationships using the Excel Data Model to summarize information across multiple data tables. And then we'll go beyond, exploring the data modeling and data visualizing tools provided by the PowerPivot and Power View add-ins, interpreting data not just numerically but through visual imagery, charts, and interactive maps.
Pivot Tables and Beyond Data Analysis in Excel 2013 - Course Technology Compu...Cengage Learning
Pivot Tables and Beyond Data Analysis in Excel 2013 - Course Technology Computing Conference
Presenter: Patrick Carey, Cengage Learning Author
Excel is sometimes called the most popular "database" in the world, not because it's a database but because it makes data so accessible that users often turn to spreadsheets for data entry. Yet for all that, Excel's tools for data analysis and modeling remain largely untapped by the average user. In this, pivot tables may be the most powerful and least utilized tool for data exploration. In this presentation we'll examine some of the new enhancements to pivot tables introduced in Excel 2013. We'll examine how to set up relationships using the Excel Data Model to summarize information across multiple data tables. And then we'll go beyond, exploring the data modeling and data visualizing tools provided by the PowerPivot and Power View add-ins, interpreting data not just numerically but through visual imagery, charts, and interactive maps.
From this slideshare, you can get idea of How to work with Pivot Table. Some samples also given in easy manner.
https://www.slideshare.net/secret/duXW8XF3RsY6TX
A Skills Approach Excel 2016 Chapter 7 Exploring Advanced C.docxdaniahendric
A Skills Approach: Excel 2016 Chapter 7: Exploring Advanced Charts
and Graphics
1 | Page Skill Review 7.1 Last Updated 2/9/18
Skill Review 7.1
In this project, you will analyze U.S. population growth over the last 40 years.
Skills needed to complete this project:
• Applying Quick Styles and Other Formatting to Sparklines
• Changing the Sparkline Type
• Adding Markers to Sparklines
• Adding a Data Series to a Chart
• Creating a Combination Chart
• Formatting Other Chart Elements
• Formatting a Data Point or a Data Series
• Creating a Chart Template
• Inserting a Shape
• Applying Quick Styles and Other Formatting to Shapes
• Applying a Chart Template
• Adding and Removing Trendlines
• Forecasting Values on a Trendline
• Changing Trendline Options
1. Open the start file EX2016-SkillReview-7-1. The file will be renamed automatically to include your
name. Change the project file name if directed to do so by your instructor, and save it.
2. If the workbook opens in Protected View, click the Enable Editing button in the Message Bar at the
top of the workbook so you can modify the workbook.
3. Add Sparklines to the data and apply a Quick Style.
a. On the Population Data worksheet, select cells B4:F13.
b. On the Insert tab, in the Sparklines group, click the Column button.
c. In the Create Sparklines dialog, verify that B4:F13 is the Data Range and specify G4:G13 as the Location
Range. Click OK.
d. On the Sparkline Tools Design tab, in the Style group, apply the Dark Blue, Sparkline Style Dark #6 style.
Click the More button to expand the gallery, then click the first style from the right in the fifth row.
4. Change the Sparklines to lines with markers for all data points and highlight the high point marker in a
different color.
a. On the Sparkline Tools Design tab, in the Type group, click the Line button.
b. On the Sparkline Tools Design tab, in the Show group, click the Markers check box.
c. On the Sparkline Tools Design tab, in the Style group, click the Marker Color button, point to High
Point, and select Red (the second color from the left in the row of standard colors).
5. Create a column chart to represent the population data for Dallas and then add a second series to
represent the overall population of the United States.
a. Select cells A3:F3. Press [Ctrl] and click and drag to select cells A12:F12.
Step 1
Download
start file
A Skills Approach: Excel 2016 Chapter 7: Exploring Advanced Charts
and Graphics
2 | Page Skill Review 7.1 Last Updated 2/9/18
b. On the Insert tab, in the Charts group, click the Column or Bar Chart button, and choose Clustered
Column (the first chart type under 2‐D Column).
c. Click and drag the chart to reposition it immediately below the data.
d. On the Chart Tools Design tab, in the Data group, click the Select Data button.
e. In the Legend Entries (Series) box, click the Add button.
f. Click cell A15 to add ...
Blue Lake Sports has locations in several major cities and track.docxmoirarandell
Blue Lake Sports has locations in several major cities and tracks sales by department in each store. For this project, you create a pie chart that shows each store’s share of golf-related sales for the first quarter. You also create a line chart to illustrate week-to-week sales for specific departments in one of the stores and insert sparklines in the data.
[Student Learning Outcomes 3.1, 3.2, 3.3, 3.4, 3.6, 3.8]
File Needed:
BlueLakeSports-03.xlsx
(Available from the
Start File
link.)
Completed Project File Name:
[your name]-BlueLakeSports-03.xlsx
Skills Covered in This Project
Create, size, and position a pie chart object.
Apply a chart style.
Change the chart type.
Add and format chart elements.
Create a line chart sheet.
Apply a chart layout.
Insert and format sparklines in a worksheet.
This image appears when a project instruction has changed to accommodate an update to
Microsoft 365 Apps
. If the instruction does not match your version of Office, try using the alternate instruction instead.
Open the
BlueLakeSports-03
start file. If the workbook opens in
Protected View
, click the
Enable Editing
button so you can modify it. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.
Create a pie chart object.
Select the
Revenue by Department
sheet, select cells
A4:F4
, press
Ctrl
, and select cells
A13:F13
.
Click the
Recommended Charts
button [
Insert
tab,
Charts
group].
Choose
Pie
and click
OK
.
Apply a chart style.
Select the chart object.
Click the
More
button [
Chart Design
tab,
Chart Styles
group].
Click the
More
button [
Chart Tools Design
tab,
Chart Styles
group].
Select
Style 12
.
Size and position a chart object.
Point to the chart object border to display the move pointer.
Drag the chart object so its top-left corner is at cell
A21
.
Point to the bottom right selection handle to display the resize arrow.
Drag the pointer to cell
G36
.
Change the chart type.
Select the pie chart object and click the
Change Chart Type
button [
Chart Design
tab,
Type
group].
Select the pie chart object and click the
Change Chart Type
button [
Chart Tools Design
tab,
Type
group].
Select the
All Charts
tab and choose
Pie
in the left pane.
Choose
3-D Pie
and click
OK
.
Format pie chart elements.
Double-click the pie to open its
Format Data Series
task pane.
Click the
Atlanta
slice to update the pane to the
Format Data Point
task pane. (Rest the pointer on a slice to see its identifying
ScreenTip.
)
Click the
Series Options
button in the
Format Data Series
task pane.
Set the pie explosion percentage at
10%
.
Close the task pane.
Click the chart object border to deselect the
Atlanta
slice.
Add and format chart elements in a pie chart.
Click the
Chart Elements
button in the top-right corner of the chart.
Select th.
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We implement context-sensitive pointer/alias and dataflow analyses on Graspan. An evaluation of these analyses on large codebases such as Linux shows that their Graspan implementations scale to millions of lines of code and are much simpler than their original implementations.
These analyses were used to augment the existing checkers; these augmented checkers found 132 new NULL pointer bugs and 1308 unnecessary NULL tests in Linux 4.4.0-rc5, PostgreSQL 8.3.9, and Apache httpd 2.2.18.
- Accepted in ASPLOS ‘17, Xi’an, China.
- Featured in the tutorial, Systemized Program Analyses: A Big Data Perspective on Static Analysis Scalability, ASPLOS ‘17.
- Invited for presentation at SoCal PLS ‘16.
- Invited for poster presentation at PLDI SRC ‘16.
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2. • In this chapter, you will learn how to
• ✔ Create charts.
• ✔ Customize the appearance of charts.
• ✔ Find trends in your data.
• ✔ Summarize your data by using sparklines.
• ✔ Create dynamic charts by using PivotCharts.
• ✔ Create diagrams by using SmartArt.
• ✔ Create shapes and mathematical equations.
4. Creating Charts:
1. Select the data you
want to summarize visually
and
2. Then on the Insert
tab, in the Charts group
Click the type of chart you
want to create to have Excel
display
the available chart subtypes.
5. Creating Charts: (cont.)
If Excel doesn’t plot your data the way you want it to, you can
change the axis on which Excel plots a data column. The most
common reason for incorrect data plotting is that the column to
be plotted on the horizontal axis contains numerical data instead
of textual data.
6. Creating Charts: (cont.)
You can change which data Excel applies to the vertical axis.
To change:
1. Select the chart
2. On the Design tab, in the Data group, click Select Data to display
the Select Data Source dialog box.
7. Creating Charts: (cont.)
The Year column doesn’t belong in the Legend Entries (Series) pane,
which corresponds to a column chart’s vertical axis.
To remove a column from an axis:
1. Select the column’s name
2. Click Remove.
To add the column to the Horizontal (Category) Axis Labels pane:
1. Click that pane’s Edit button to display the Axis Labels dialog box.
--------------------------------------------
In the Axis Labels dialog box, Click the Collapse Dialog button at the right
edge of the Axis Label Range field, Select the cells to provide the values
for the horizontal axis (not including the column header, if any), click
the Expand Dialog button, and then click OK . Click OK again to close the
Select Data Source dialog box and revise your chart.
8. Creating Charts: (cont.)
After you create your chart, you can change its size to reflect
whether the chart should dominate its worksheet or take on a
role as another informative element on the worksheet.
To resize a chart:
1. Select the chart.
2. Drag one of the handles on the chart’s edges.
To move the chart to a new chart sheet:
1. Select the New Sheet option.
2. Type the new sheet’s name in
the accompanying field.
10. Customizing the Appearance of Charts:
To change a chart’s appearance:
1. Select the chart
2. On the Design tab, click a style in the Chart Styles gallery.
11. Customizing the Appearance of Charts:
When you create a chart by using the tools in the Insert tab’s
Charts group, Excel creates an attractive chart that focuses on
the data. In most cases, the chart has a title, legend (list of data
series displayed in the chart), horizontal lines in the body of the
chart to make it easier to discern individual values, and axis
labels.
• In the Axes group, clicking Gridlines enables you to determine
whether the chart displays horizontal and vertical gridlines
and, if it does, at what value intervals they should appear.
12. Customizing the Appearance of Charts:
In addition to changing your chart’s layout, you can control the
appearance of each element within the chart.
To select a chart element to format:
1. Click that element.
2. If you want to change the formatting of the data series named
Volume in the column chart you created in the previous exercise,
clicking any column in the series selects the entire series.
Any formatting changes you make then apply to every point in the
entire series.
If you want to change a single data point.
1. Select the entire series
2. Click the chart element (for example, a column) that represents
the data point you want to change.
13. Customizing the Appearance of Charts:
You can display a list of the selectable chart elements by:
1. Selecting the chart
2. Then on the Format tab, in the Current Selection group,
clicking the Chart Elements arrow.
3. Then just click the desired chart element to select it.
15. Finding Trends your Data :
1. Right Click on your data “ Chart “
2. Choose add Trendline
16. Finding Trends your Data :
1. On the Layout tab, in the Analysis group click Trendline, then Click on More Trendline
Options
1. Choose the type of trends, example: linear, the other distributions used for scientific
and engineering applications
2. Tell Excel how far ahead to project the data trend , Type the number of years in
forecast area’s, Forward Box
3. Click on Close to add Trendline on the chart.
Result
17. Summarizing your Data by Sparklines :
3 Types of Sparklines :
1. Line; impact versions of the standard line chart
2. Column; impact versions of the standard line chart
3. Win/loss; indicates wither a cell value is positive ( win), negative ( loos) or zero
( a tie)
To create each on you have to :
1. Select the data you want to summarize
2. Insert Tab
3. Sparkline group
4. Click on the type of Sparkline you want
18. Summarizing your Data by Sparklines :
1. Go to Insert Tab
2. In the Sparklines, click
on Line
3. In the Data Range type the range of the cells that contain the data on
which you want to base the sparklines, In the location Range write where
you want the sparklines to be placed
19. Summarizing your Data by Sparklines :
1. Go to Insert Tab
1. In the Sparklines, click
on Column
3. In the Data Range type the range of the cells that contain the data on
which you want to base the sparklines, In the location Range write where
you want the sparklines to be placed
20. 1. Go to Insert Tab
2. In the Sparklines, click
on Win/loss
3. In the Data Range type the range of the cells that contain the data on
which you want to base the sparklines, In the location Range write where
you want the sparklines to be placed
Summarizing your Data by Sparklines :
21. Summarizing your Data by Sparklines :
To clear the Sparklines :
1. Click the cell added in it the Sparkline
2. Click Design contextual tab
3. Group group
4. Click on Clear bottom
OR 1. select the unwanted Sparkline
2. Right Click, click Sparklines
3. select Clear selected Sparkline
22. you can create dynamic charts, or PivotCharts, to reflect
the contents and organization of a PivotTable.
• Just click any cell in a list or Excel table you would use
to create a PivotTable, and then click the Insert tab. In
the Tables group, in the PivotTable list, click PivotChart
to create the chart. To create a PivotChart from an
existing PivotTable, click a cell in the PivotTable, display
the Insert tab and then, in the Charts group, click the
type of chart you want to create. After you complete
either of these procedures, Excel displays a new
PivotChart in your workbook.
23.
24. • Any changes to the PivotTable on which the
PivotChart is based are reflected in the
PivotChart.
For instance, if you click 2006 in the Year list of a
revenue analysis PivotTable and then click OK,
both the PivotTable and the PivotChart will
show only revenues from 2006.
25.
26. • PivotChart has tools you can filter the data in the
PivotChart and PivotTable. Clicking the Year arrow,
clicking (All) in the list that appears, and then clicking
OK will restore the PivotChart to its original
configuration.
• If you ever want to change the chart type of an existing
chart, you can do so by selecting the chart and then, on
the Design tab, in the Type group, clicking Change
Chart Type to display the Change Chart Type dialog
box. When you select the type you want and click OK,
Excel re-creates your chart.
• Important If your data is the wrong type to be
represented by the chart type you select, Excel displays
an error message.
27. • In this exercise, you’ll create a PivotTable and
associated PivotChart, change the underlying
data and update the PivotChart to reflect that
change, change the PivotChart’s type, and then
filter a PivotTable and PivotChart.
• SET UP You need the RevenueAnalysis_start
workbook located in your Chapter10 Moodle
website. Open the RevenueAnalysis_start
workbook, and save it as RevenueAnalysis. Then
follow the steps provided in a file on moodle.
28. • SmartArt summarizes the company’s
processes for the board of directors by
creating diagrams.
• SmartArt. To create a SmartArt graphic, on the
Insert tab, in the Illustrations group, click
SmartArt to display the Choose A SmartArt
Graphic dialog box.
29.
30. • Choose A SmartArt Graphic Clicking All displays every
available SmartArt graphic type. The following table lists
the nine types of diagrams you can create by using the
Choose A SmartArt Graphic dialog box.
31. • Tip Some of the diagram types can be used to
illustrate several types of relationships. Be
sure to examine all your options before you
decide on the type of diagram to use to
illustrate your point.
• After you click the button representing the
type of diagram you want to create, clicking
OK adds the diagram to your worksheet.
32.
33. • Excel displays the SmartArt Tools Design and
Format contextual tabs.
• use the tools on the Design contextual tab to
change the graphic’s layout, style, or color
scheme.
• the Create Graphic group, which is home to tools
you can use to add a shape to theSmartArt
graphic, add text to the graphic, and promote or
demote shapes withinthe graphic.
34.
35. • The Text Pane, located to the left of the SmartArt
graphic, enables you to add text to a shape
without having to click and type within the shape.
• you can move a shape by right-clicking the shape
you want to move and then clicking Cut on the
shortcut menu that appears. To paste the shape
back into the graphic, right-click the shape to the
left of where you want the pasted shape to
appear, and then click Paste.
36. • If you want to add a shape to a SmartArt graphic, to
add a step to a process then on the Design contextual
tab, in the Create Graphic group, click Add Shape, and
then click the option that represents where you want
the new shape to appear in relation to the selected
shape.
• You can edit the graphic’s elements by using the
buttons on the Format contextual tab as well as by
right-clicking the shape and then clicking Format Shape
to display the Format Shape dialog box. If you have
selected the text in a shape, you can use the tools in
the Font group on the Home tab to change the text’s
appearance.
37. • In this exercise, you’ll create an organization
chart, fill in the shapes, delete a shape, add a
• shape, change the layout of the diagram without
changing the information it embodies,
• and change the formatting of one of the diagram
elements.
• SET UP You need the OrgChart_start workbook
located in your Chapter10 Moodle website. Open
the OrgChart_start workbook, and save it as
OrgChart. Then follow the steps provided in a file
on moodle.
38. • You can also augment your worksheets by adding objects
such as geometric shapes, lines, flowchart symbols, and
banners.
• click the Insert tab and then, in the Illustrations group, click
the Shapes button to display the shapes available. When
you click a shape in the gallery, your mouse pointer
changes from a white arrow to a thin black crosshair. To
draw your shape, click anywhere in the worksheet and drag
the mouse pointer until your shape is the size you want.
When you release the mouse button, your shape appears
and Excel displays the Drawing Tools Format contextual tab
on the ribbon.
39. • You can resize a shape by clicking the shape and then dragging one
of the resizing handles around the edge of the shape. Dragging a
handle on a side of the shape lets you drag that side to a new
position; dragging a handle on the corner of the shape lets you
affect height and width simultaneously. If you hold down the Shift
key while you drag a shape’s corner, Excel keeps the shape’s height
and width in proportion as you drag the corner. To rotate a shape,
select the shape and then drag the green circle at the top of the
selection outline in a circle until the shape is in the orientation you
want.
40. • you can use the controls on the Format
contextual tab to change its formatting. To
apply a pre-defined style, click the More
button at the bottom right corner of the
Shape Styles group’s gallery and then click the
style you want to apply. If none of the pre-
defined styles are exactly what you want, you
can use the Shape Fill, Shape Outline, and
Shape Effects buttons’ options to change
those aspects of the shape’s appearance.
41. • If you want to use a shape as a label or header in a
worksheet, you can add text to the shape’s interior. To
do so, select the shape and begin typing; when you’re
done adding text, click outside the shape to deselect it.
You can edit a shape’s text by moving the mouse
pointer over the text. When the mouse pointer is in
position for you to edit the text, it will change from a
white pointer with a four-pointed arrow to a black I-
bar. You can then click the text to start editing it. If you
want to change the text’s appearance, you can use the
commands on the Home tab or on the Mini Toolbar
that appears when you select the text.
42.
43. • You can move a shape within your worksheet by dragging it to a
new position. If your worksheet contains multiple shapes, you can
align and distribute them within the worksheet. Aligning shapes
horizontally means arranging them so they are lined up by their top
edge, bottom edge, or center. Aligning them vertically means they
have the same right edge, left edge, or center. To align a series of
shapes, hold down the Ctrl key and click the shapes you want to
align. Then, on the Format contextual tab, in the Arrange group,
click Align, and then click the alignment option you want.
• Distributing shapes moves the shapes so they have a consistent
horizontal or vertical distance between them. To do so, select three
or more shapes on a worksheet, click the Format contextual tab and
then, in the Arrange group, click Align and then click either
Distribute Horizontally or Distribute Vertically.
44. • If you have multiple shapes on a worksheet, you will
find that Excel arranges them from front to back,
placing newer shapes in front of older shapes.
45. • To change the order of the shapes, select the shape in the back, click the
Format contextual tab, and then, in the Arrange group, click Bring
Forward. When you do, Excel moves the back shape in front of the front
shape. Clicking Send Backward has the opposite effect, moving the
selected shape one layer back in the order. If you click the Bring Forward
button’s arrow, you can choose to bring a shape all the way to the front of
the order; similarly, by clicking the Send Backward button’s arrow, you can
choose to send a shape to the back of the order.
• One other way to work with shapes in Excel is to add mathematical
equations to their interior. As an example, a business analyst might
evaluate Consolidated Messenger’s financial performance using a ratio
that can be expressed using an equation. To add an equation to a shape,
click the shape and then, on the Insert tab, in the Symbols group, click
Equation, and then click the Equation Tools Design contextual tab on the
ribbon to display the new interface for editing equations.
46. • Click any of the controls in the Structures
group to begin creating an equation of that
type. You can fill in the details of a structure
by adding text normally or by adding symbols
from the gallery in the Symbols group.
47. • In this exercise, you’ll create a circle and a
rectangle, change the shapes’ formatting, reorder
the shapes, align the shapes, add text to the
circle, and then add an equation to the rectangle.
• SET UP You need the OrgChart_start workbook
located in your Chapter10 Moodle website. Open
the OrgChart_start workbook, and save it as
OrgChart. Then follow the steps provided in a file
on moodle.
48. • You can use charts to summarize large sets of data in an easy-to-follow visual
format.
• You’re not stuck with the chart you create; if you want to change it, you can.
• If you format many of your charts the same way, creating a chart template can
save
• you a lot of work in the future.
• Adding chart labels and a legend makes your chart much easier to follow.
• If your chart data represents a series of events over time (such as monthly or
• yearly sales), you can use trendline analysis to extrapolate future events based on
the past data.
• With sparklines, which are new in Excel 2010, you can summarize your data in a
compact space, providing valuable context for values in your worksheets.
• With a PivotChart, you can rearrange your chart on the fly, emphasizing different
aspects of the same data without having to create a new chart for each view.
• With Excel, you can quickly create and modify common business and
organizational diagrams, such as organization charts and process diagrams.
• You can create and modify shapes to enhance your workbook’s visual impact.
• The improved equation editing capabilities help Excel 2010 users communicate
their thinking to their colleagues.