19- Charts

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191- Why create a chart? Play Video

Creating a chart in Microsoft Office Excel is quick and easy. Excel provides a variety of chart types that you can choose from when you create a chart.

For most charts, such as column and bar charts, you can plot the data that you arrange in rows or columns on a worksheet (worksheet: The primary document that you use in Excel to store and work with data. Also called a spreadsheet. A worksheet consists of cells that are organized into columns and rows; a worksheet is always stored in a workbook.) in a chart. Some chart types, however, such as pie and bubble charts, require a specific data arrangement.

1)    On the worksheet, arrange the data that you want to plot in a chart.

2)    Select the cells that contain the data that you want to use for the chart.

3)    If you select only one cell, Excel automatically plots all cells containing data that directly surround that cell into a chart. If the cells that you want to plot in a chart are not in a continuous range, you can select nonadjacent cells or ranges as long as the selection forms a rectangle. You can also hide the rows or columns that you don’t want to plot in the chart.

5)    On the Insert tab, in the Charts group, do one of the following:

·        Click the chart type, and then click a chart subtype that you want to use.

·        To see all available chart types, click a chart type, and then click All Chart Types to display the Insert Chart dialog box, click the arrows to scroll through all available chart types and chart subtypes, and then clicks the ones that you want to use.

Excel Ribbon Image

6)    A ScreenTip displays the chart type name when you rest the mouse pointer over any chart type or chart subtype.

7)    To quickly create a chart that is based on the default chart type, select the data that you want to use for the chart, and then press ALT+F1 or F11. When you press ALT+F1, the chart is displayed as an embedded chart; when you press F11, the chart is displayed on a separate chart sheet.

8)    If you use a specific chart type frequently when you create a chart, you may want to set that chart type as the default chart type. After you select the chart type and chart subtype in the Insert Chart dialog box, click Set as Default Chart.

9)    When you create a chart, the chart tools become available and the Design, Layout, and Format tabs are displayed. You can use the commands on these tabs to modify the chart so that it presents the data the way that you want. For example, use the Design tab to display the data series by row or by column, make changes to the source data of the chart, change the location of the chart, change the chart type, save a chart as a template, or select predefined layout and formatting options. Use the Layout tab to change the display of chart elements such as chart titles and data labels, use drawing tools, or add text boxes and pictures to the chart. Use the Format tab to add fill colors, change line styles, or apply special effects.

192- 92- 9Creating your chart Play Video

Charts allow you to present information contained in the worksheet in a graphic format. Excel offers many types of charts including: Column, Line, Pie, Bar, Area, Scatter and more.  To view the charts available click the Insert Tab on the Ribbon.

Create a Chart:
To create a chart:

§  Select the cells that contain the data you want to use in the chart

§  Click the Insert tab on the Ribbon

§  Click the type of Chart you want to create

Chart Options Group

 

193- Modifying your chart Play Video

Modify a Chart:
Once you have created a chart you can do several things to modify the chart. 

To move the chart:

§  Click the Chart and Drag it another location on the same worksheet, or

§  Click the Move Chart button on the Design tab

§  Choose the desired location (either a new sheet or a current sheet in the workbook)

Move Chart Button

 

To change the data included in the chart:

§  Click the Chart

§  Click the Select Data button on the Design tab

Change Data Dialog Box

 

To reverse which data are displayed in the rows and columns?

§  Click the Chart

§  Click the Switch Row/Column button on the Design tab

Switch Row/Column Button

 

To modify the labels and titles:

§  Click the Chart

§  On the Layout tab, click the Chart Title or the Data Labels button

§  Change the Title and click Enter

Chart Labels Group

 

Chart Tools:
The Chart Tools appear on the Ribbon when you click on the chart.  The tools are located on three tabs:  Design, Layout, and Format. 

Within the Design tab you can control the chart type, layout, styles, and location.

Chart Design Tools Tab


Within the Layout tab you can control inserting pictures, shapes and text boxes, labels, axes, background, and analysis.

Chart Layouts Tab

 

Within the Format tab you can modify shape styles, word styles and size of the chart.

Chart Format Tab

 

Copy a Chart to Word:

§  Select the chart

§  Click Copy on the Home tab

§  Go to the Word document where you want the chart located

§  Click Paste on the Home tab

Copy Button

 

194- Laying out your chart Play Video

Select a predefined chart layout:

1)    Click the chart that you want to format.

2)    This displays the Chart Tools, adding the Design, Layout, and Format tabs.

3)    On the Design tab, in the Chart Layouts group, click the chart layout that you want to use.

Excel Ribbon Image

When the Excel window is reduced in size, chart layouts will be available in the Quick Layout gallery in the Chart Layouts group.

To see all available layouts, click more Button image .

 

Select a predefined chart style:

1)    Click the chart that you want to format.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2)    On the Design tab, in the Chart Styles group, click the chart style that you want to use.

Excel Ribbon Image

When the Excel window is reduced in size, chart styles will be available in the Chart Quick Styles gallery in the Chart Styles group.

To see all predefined chart styles, click more Button image .

 

Change the layout of chart elements manually:

·     Click the chart, or select the chart element for which you want to change the layout.

     How to select a chart element from a list of chart elements

1)    Click a chart to display the Chart Tools.

2)    On the Format tab, in the Current Selection group, click the arrow next to the Chart Elements box, and then click the chart element that you want.

Excel Ribbon Image

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

·     On the Layout tab, do the one or more of the following:

§  In the Labels group, click the label layout option that you want.

§  In the Axes group, click the axis or gridline option that you want.

§  In the Background group, click the layout option that you want.

The layout options that you select are applied to the element that you have selected. For example, if you have the entire chart selected data labels will be applied to all data series. If you have a single data point selected, data labels will only be applied to the selected data series or data point.

 

Change the style of chart elements manually:

1)    Click the chart.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2)    On the Format tab, in the Current Selection group, click the arrow in the Chart Elements box, and then select the chart element that you want to format.

Excel Ribbon Image

3)    In the Current Selection group, click Format Selection, and then select the formatting options that you want.

v You can also apply a quick style to individual elements, or click Shape Fill, Shape Outline, and Shape Effects in the Shape Quick Styles group on the Format tab, and then select the formatting options that you want.

 

 

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