Allisons Excel Lesson Part 4

1
Allisons Excel Lesson (Part 4)

• CGS 2100
• Textbook pages EX 162-205

2
Open the starter file

• If you are at home, please download the
  Fund.xlsx data file from my website.
• If you are at school, read on!
• Open the Start menu
• Go to Programs, choose To Students
• Open CGS 2100 Data Files
• Open 90577-6_Excel
• Open Tutorial.04
• Open Tutorial
• Finally, open Fund.xlsx

3
Select the data source for the assets chart

• Check the Assets sheet tab to make the Assets
  worksheet active.
• Select the range A3B8.

4
Insert a pie chart

• Insert tab Charts group Pie button
• Choose the first pie chart in the 2-D section.
• It should show up in the Assets sheet.

5
Move the chart to the Summary Report worksheet

• Click on the chart somewhere in the whitespace.
• Chart Tools Design tab Move Chart button (its
  on the far right)
• A dialog box shows up.
• Select the Object in radio button
• From the dropdown menu, choose Summary Report
• Click OK. The chart will move to the Summary
  Report worksheet.

6
Move the chart

• You should now be in the Summary Report
  worksheet. Move the pointer to an empty area of
  the selected chart (the whitespace).
• Click and drag the chart so its upper-left corner
  is in cell A13.

7
Resize the chart

• Now move the pointer to the lower-right corner of
  the chart so that your pointer changes to a
  diagonal arrow.
• Click and drag the corner to resize the chart.
  Adjust it so that the bottom-right corner is in
  cell E21.

8
Apply a different chart style

• Click the whitespace of the chart again.
• Chart Tools Design tab Chart styles group
• Use the up and down arrows to look at the
  different chart styles. Pick one you like!
• Heres my choice

9
Change layout

• Click the chart in the whitespace again to make
  sure its selected.
• Chart Tools Design tab Chart Layouts group
• Use the up and down arrows to view the different
  chart layouts. Choose one you like that has a
  legend.
• Heres mine

10
Format chart title

• Click the chart title (Assets)
• Type Allocation of Assets and press ENTER
• Go to the Home tab and change the font size to
  12. You may add other formatting if you like.
• Heres mine (I added some color)

11
Format chart legend

• Click the chart legend.
• Chart Tools Layout tab Labels group Legend
  button Show legend at left
• If you like, you can do additional format
  adjustments by going to Chart Tools Layout tab
  Labels group Legend button More Legend
  Options
• Heres mine (I added an orange fill)

12
Format pie charts data labels

• Click on the pie chart itself.
• Chart Tools Layout tab Labels group Data
  Labels button Outside End
• Unless your pie chart is already formatted this
  way, this will place the data labels outside

13
Fin!

• You should now have a pretty good handle on
  working with charts, and the various methods of
  formatting.
• This is the end of the Excel unit. Were doing
  Access next!
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