Excel Lesson 8 Working with Charts

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Excel Lesson 8Working with Charts

• Microsoft Office 2007 Introductory

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Objectives

• Identify the purpose of charting worksheet data.
• Identify the types of charts.
• Create a chart embedded in a worksheet.
• Move a chart to a chart sheet.
• Choose a chart layout and style.

3
Objectives (continued)

• Display or hide chart elements.
• Format a chart.
• Edit a format chart text.
• Change the chart type.

4
Vocabulary

• Chart style
• Column chart
• Data label
• Data marker
• Data series

• Axis
• Chart
• Chart area
• Chart layout
• Chart sheet

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Vocabulary (continued)

• Pie chart
• Plot area
• Scatter chart
• Selection box
• Sizing handles

• Data source
• Data table
• Embedded chart
• Exploded pie chart
• Legend
• Line chart

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What is a Worksheet Chart?

• A chart is a graphical representation of data.
• Charts make the data in a worksheet easier to
  understand by providing a visual picture of the
  data.

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Comparing Chart Types

• You can create a variety of charts in Excel, each
  working with specific types of data.
• Column chart Uses bars to illustrate values in a
  worksheet, and shows relationships among
  categories.
• Line chart Shows points connected by a line, and
  is ideal for illustrating trends over time.
• Pie chart Shows the relationship of a part to a
  whole. Each part is shown as a slice of the
  pie.
• Scatter chart (XY chart) Shows the relationship
  between two categories of data, one represented
  on the vertical axis, and the other on the
  horizontal axis. The points are not connected.

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Creating Charts

• Selecting Chart Data Chart data, called the data
  source, is stored in a range of cells in the
  worksheet. When you select the data source,
  include the text you want to use as labels. You
  can chart more than one series of data. A data
  series is a group of related information in a
  column or row of a worksheet that is plotted on
  the chart.
• Selecting a Chart Type The next step is to
  select the type of chart you want to create, such
  as a column chart, a pie chart, or a line chart.
  Each type of chart has a variety of subtypes you
  can choose from. The chart types are available on
  the Insert tab in the Charts group.

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Creating Charts (continued)

• Choosing the Chart Location After you select a
  chart type and style, the chart is inserted as an
  embedded chart in the center of the worksheet.
  You can also choose to move the chart to a chart
  sheet, which is a separate sheet in the workbook
  that stores a chart.

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Updating the Data Source

• Charts are closely related to their underlying
  data stored in a worksheet.
• If you need to change the data in the worksheet,
  the chart is automatically updated to reflect the
  new data.
• You switch between a chart sheet and a worksheet
  by clicking the appropriate sheet tab.

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Designing a Chart

• Charts are made up of different parts, or
  elements.

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Designing a Chart (continued)

• Selecting Chart Elements The quickest way to
  select a chart element is to click it with the
  pointer. If you point to an element, a ScreenTip
  displays with its name. A selected chart element
  is surrounded by a selection box. After you
  select a chart element, you can modify it.
• Choosing a Chart Layout and Style You can
  quickly change the look of any chart you created
  by applying a layout and style. A chart layout
  specifies which elements are included in a chart
  and where they are placed. A chart style formats
  the chart based on the colors, fonts, and effects
  associated with the workbooks theme.

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Designing a Chart (continued)

• Arranging Chart Elements You can create a
  specific look for a chart by specifying which
  chart elements appear in the chart and where they
  are located.
• For example, you can choose when and where to
  display the chart title, axis titles, legend,
  data labels, data table, axes, gridlines, and the
  plot area. Select the chart. Then, click the
  Layout tab under Chart Tools on the Ribbon. The
  Labels, Axes, and Background groups contain
  buttons for each element.

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Creating a 3-D Chart

• A pie chart shows the relationship of a part to a
  whole. Each part is shown as a slice of the
  pie. The slices are different colors to
  distinguish each data marker.
• Pie charts, as with many chart types, can be
  either 2-D or 3-D. When you select the chart
  style, click a 3-D chart subtype to create a
  3-D chart.

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Formatting and Modifying a Chart

• Formatting a Chart To make changes to an
  elements fill, border color, alignment, and so
  forth, access the Format dialog box by selecting
  the chart you want to edit. Then, on the Format
  tab under Chart Tools on the Ribbon, in the
  Current Selection group, click the Format
  Selection button.
• Editing and Formatting Chart Text Use the
  standard text formatting tools to make changes to
  the fonts used in the chart.
• Changing the Chart Type On the Design tab, under
  Chart Tools on the Ribbon, in the Type group,
  click the Change Chart Type button. The Change
  Chart Type dialog box appears.

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Summary

• A chart is a graphical representation of data.
  You can create several types of worksheet charts,
  including column, line, pie, and scatter charts.
• Charts can be embedded within a worksheet or
  created on a chart sheet.
• The process for creating a chart is the same for
  all chart types. Select the data for the chart.
  Select a chart type. Move, resize, and format the
  chart as needed.
• Any changes made to a data source automatically
  appear in the chart based on that data.

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Summary (continued)

• Charts are made up of different parts, or
  elements. You can apply a chart layout and a
  chart style to determine which elements appear in
  the chart, where they appear, and how they look.
• You can fine-tune a chart by clicking a chart
  element and then opening its Format dialog box.
  You can also edit and format the chart text,
  using the standard text formatting tools.
• You can change the type of chart in the Change
  Chart Type dialog box.