Microsoft ® Office Excel 2007 Working with Charts.

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1 Microsoft ® Office Excel 2007 Working with Charts

2 Lesson Objectives use charts create charts change the chart type work with pie charts change the chart layout move and resize charts customize charts create and modify trendlines

3 Creating a Basic Chart Pictorial representation of data in worksheet Select data in worksheet to create chart –Display on same sheet as data, or in its own sheet Each set of data in chart is called series Horizontal line referred to as X-Axis and vertical line is Y-Axis Legend explains meaning of each line in chart To create chart, select cells and on Home tab, in Illustrations group, click Chart

4 Creating a Basic Chart Chart Tools Ribbon displays with chart

5 Changing Chart Types Type of chart to use depends on data Variety of chart types, including 2-D and 3-D To change chart type, double-click chart and then: –Under Chart Tools, on Design tab and in Type group, click Change Chart Type, or –right-click in chart plot area and then click Change Chart Type

6 Working with Pie Charts Useful to display relative sizes (or percentage) of each piece of sum total Can only have one data series Enhance chart by exploding or moving out portion

7 Changing the Chart Layout Choose a different chart layout at any time

8 Moving and Resizing Charts To move chart, drag chart to new location To resize chart, click and drag handles around chart Chart sheets can contain only one chart, and chart cannot be moved –must move or resize entire workbook window Resizing handle

9 Formatting the Legend Legend Options –select where legend to be positioned –for more compact appearance, overlap legend on chart

10 Formatting the Legend Fills –Change color and style of border around legend –Can also change color and pattern of legend background

11 Formatting the Legend Border Color –Change the color and style of the border around the legend.

12 Formatting the Legend Border Styles –Choose border line width, style as well as other style options.

13 Formatting the Legend Shadow –Set and place shadow behind legend

14 Formatting an Axis Horizontal (X) axis at bottom of chart Vertical (Y) axis on left side of chart The axis and axis title are separate, and formatted separately –Each can have different font sizes, fill patterns, displayed or not.

15 Formatting an Axis Axis Options –different options for tick marks and axis labels for tick marks on axis line –shows settings for horizontal or vertical axis

16 Formatting an Axis Number –select number formatting for axis labels –format codes same as Format Cells dialog box

17 Formatting an Axis Fill, Line Color, Line Style Shadow –same as Format Legend dialog box 3-D Format –Create 3-D appearance for axis

18 Formatting an Axis Alignment –Orientation of labels in axis –angled between 90 and -90 degrees, or with letters stacked on top of each other

19 Formatting Title Text Can have chart title, as well as title for each axis Use consistent fonts, colors, and patterns with all chart text Formatting options for titles are to text labels, not the axis labels To change only text, click twice on text –then use keys to insert, delete, and move around text To apply basic formatting: –On Home tab, in Font group, or –click option on Mini toolbar

20 Formatting Data Series Series Overlap –Set distance between each data point in chart Gap Width –Set distance between each group of bars Plot Series On –Choose which axis to scale Other formatting options Pay special attention to how to use color in your charts

21 Formatting Plot and Chart Area Default plot area –light gray color and white chart area –Under Chart Tools, on Layout tab, in Background group, click Plot Area, click More Plot Area Options

22 Adding New Data New data may be added after chart –Under Chart Tools, on Design tab, in Data group click Select Data –Copy new data into clipboard, and then Paste Special into chart –With chart selected, drag boundary of data range on worksheet to include new data

23 Applying QuickStyles to Charts Charts formatted with colors and fill patterns Choose from variety of built-in styles –consistent set of colors and patterns, or –use style you created and saved Under Chart Tools, on Design tab, in Chart Styles group, click style to use

24 Creating a Trendline Common method of analyzing data Can be easily added to existing chart when selected Choice of six types of trendlines –based on different statistical calculation methods Under Chart Tools, on Layout tab, in Analysis group, click Trendline, click More Trendline Options

25 Choosing Trendline Options Select option to forecast beyond time period specified in data Change trendline colors to make chart more readable Under Chart Tools, on Layout tab, in Layout group, click Trendline, More Trendline Options

26 Using the Error Checking Tool Reduces time spent auditing formulas for accuracy If background error checking enabled –Excel displays dark green triangle in upper left corner of cell to indicate if formulas: inconsistent with others in same row or column refer to range but omit cell within or adjacent to range evaluate to error numbers stored as text Trace Error button –Click arrow to display problem identified

27 Lesson Summary use charts create charts change the chart type work with pie charts change the chart layout move and resize charts customize charts create and modify trendlines

28 Review Questions 1.Provide examples of when to use a chart to show the data in the worksheet. 2.Provide examples of when to use a column or bar chart. 3.Provide examples of when to use a pie chart to represent the data. 4.Discuss the advantages and disadvantages of exploding pieces from the pie on a pie chart. 5.Provide examples of how you can change the layout of a chart.

29 Review Questions 6.Provide examples of some chart elements you can adjust in a chart. 7.Provide examples of how you can change the design of a chart. 8.How would you select only two or three rows or columns of data to be included in a chart? 9.Why would you want to include a legend? 10.Why is it important to format the axis and axis titles separately?

30 Review Questions 11.Give an example of why you might need to add or remove a data series from a chart. 12.How can using Quick Styles be helpful with charts? 13.Why would you want to include a trendline in a chart? 14.Give an example of why you might want to change the options for a trendline.