© Paradigm Publishing, Inc. 1

2 Excel 2013 Level 1 Unit 2Enhancing the Display of Worksheets Chapter 7 Creating Charts and Inserting Formulas

© Paradigm Publishing, Inc. 3 Creating Charts and Inserting Formulas  Create a Chart Create a Chart  Change the Chart Design Change the Chart Design  CHECKPOINT 1 CHECKPOINT 1  Change the Chart Formatting Change the Chart Formatting  Delete a Chart Delete a Chart  Write Formulas with Financial Functions Write Formulas with Financial Functions  Write a Formula with the IF Logical Function Write a Formula with the IF Logical Function  Write IF Formulas Containing Text Write IF Formulas Containing Text  CHECKPOINT 2 CHECKPOINT 2 Quick Links to Presentation Contents

© Paradigm Publishing, Inc. 4 Create a Chart To create a chart: 1.Select cells. 2.Click INSERT tab. 3.Click desired chart button. 4.Click desired chart style at drop-down gallery. Charts group chart styles

© Paradigm Publishing, Inc. 5 Create a Chart - continued continues on next slide…

© Paradigm Publishing, Inc. 6 Create a Chart - continued

© Paradigm Publishing, Inc. 7 Create a Chart - continued To create a recommended chart: 1.Select cells. 2.Click INSERT tab. 3.Click Recommended Charts button. 4.Click OK at Insert Chart dialog box. OR 1.Select cells. 2.Press Alt + F1. Insert Chart dialog box

© Paradigm Publishing, Inc. 8 Create a Chart - continued chart  When you create a chart, the chart is inserted in the same worksheet as the selected cells.

© Paradigm Publishing, Inc. 9 Create a Chart - continued To resize a chart: 1.Select chart. 2.Position mouse pointer on sizing handles for middle or corner of the border. 3.Hold down left mouse button. 4.Drag to desired size. Drag the sizing handle

© Paradigm Publishing, Inc. 10 Create a Chart - continued To move a chart: 1.Select chart. 2.Position mouse pointer on a border. 3.Hold down left mouse button. 4.Drag chart to desired position. Drag the chart

© Paradigm Publishing, Inc. 11 Create a Chart - continued  The cells you select to create the chart are linked to it.  If you need to change the data for a chart, edit the data in the desired cell and the corresponding section of the chart will be automatically updated.  If you add data to cells within the range of cells used for the chart, called the source data, the new data will be included in the chart.

© Paradigm Publishing, Inc. 12 Create a Chart - continued Chart Elements  When you insert a chart in a worksheet, three buttons display at the right side of the chart border:  Chart Elements  Chart Styles  Chart Filters Chart Styles Chart Filters

© Paradigm Publishing, Inc. 13 Create a Chart - continued To print a chart: 1.Select chart. 2.Click FILE tab. 3.Click Print option. 4.At Print backstage area, click Print button. Print button

© Paradigm Publishing, Inc. 14 Change the Chart Design CHART TOOLS DESIGN tab  With options in the CHART TOOLS DESIGN tab, you can add chart elements, change the chart type, specify a different layout or style for the chart, and change the location of the chart so it displays in a separate worksheet.

© Paradigm Publishing, Inc. 15 Change the Chart Design - continued To change a chart style at the Change Chart Type dialog box: 1.Make chart active. 2.Click CHART TOOLS DESIGN tab. 3.Click Change Chart Type button. 4.Click desired chart type. 5.Click desired chart style. 6.Click OK. Change Chart Type dialog box

© Paradigm Publishing, Inc. 16 Change the Chart Design - continued To switch rows and columns: 1.Make chart active. 2.Click CHART TOOLS DESIGN tab. 3.Click Switch Row/Column button. Switch Row/Column button

© Paradigm Publishing, Inc. 17 Change the Chart Design - continued To change the chart layout and style: 1.Make chart active. 2.Click Quick Layout button in Chart Layouts group and then click desired layout. 3.Click More button. 4.Click desired chart style. Chart Layouts group

© Paradigm Publishing, Inc. 18 Change the Chart Design - continued To change the chart location: 1.Make chart active. 2.Click CHART TOOLS DESIGN tab. 3.Click Move Chart button. 4.Click New Sheet option. 5.Click OK. New Sheet option

© Paradigm Publishing, Inc. 19 Change the Chart Design - continued To change the chart location back to the original sheet: 1.Make chart active. 2.Click Move Chart button. 3.At Move Chart dialog box, click down-pointing arrow at right side of Object in option. 4.Select desired sheet. 5.Click OK. Object in option

© Paradigm Publishing, Inc. 20 1)Create a chart with buttons in the Charts group on this tab. a.DATA b.PAGE LAYOUT c.HOME d.INSERT 1)Create a chart with buttons in the Charts group on this tab. a.DATA b.PAGE LAYOUT c.HOME d.INSERT 3)This tab contains options for changing the chart layout and style. a.CHART TOOLS DESIGN b.PAGE LAYOUT c.INSERT d.REVIEW 3)This tab contains options for changing the chart layout and style. a.CHART TOOLS DESIGN b.PAGE LAYOUT c.INSERT d.REVIEW 2)This type of chart shows trends and change over time at even intervals. a.column b.bar c.line d.pie 2)This type of chart shows trends and change over time at even intervals. a.column b.bar c.line d.pie 4)You can use this keyboard shortcut to create a default chart type. a.F1 b.F4 c.F8 d.F11 4)You can use this keyboard shortcut to create a default chart type. a.F1 b.F4 c.F8 d.F11 Next Question Next Slide Answer

© Paradigm Publishing, Inc. 21 Change the Chart Formatting CHART TOOLS FORMAT tab  Customize the formatting of a chart and chart elements with option on the CHART TOOLS FORMAT tab.

© Paradigm Publishing, Inc. 22 Change the Chart Formatting - continued To select a chart element: 1.Make chart active. 2.Click CHART TOOLS FORMAT tab. 3.Click down-pointing arrow at right side of Chart Elements button. 4.At drop-down list, click desired element. Chart Elements button

© Paradigm Publishing, Inc. 23 Change the Chart Formatting - continued To insert a shape: 1.Make chart active. 2.Click CHART TOOLS FORMAT tab. 3.Click More button at right side of shapes. 4.Click desired shape at drop-down list. 5.Click or drag to create shape in chart. shape options

© Paradigm Publishing, Inc. 24 Change the Chart Formatting - continued To display a task pane: 1.Select chart or specific chart element. 2.Click CHART TOOLS FORMAT tab. 3.Click Format Selection button. task pane

© Paradigm Publishing, Inc. 25 Change the Chart Formatting - continued To change chart height and/or width measurements: 1.Make chart active. 2.Click CHART TOOLS FORMAT tab. 3.Insert desired height and/or width with Shape Height and/or Shape Width measurement boxes. Size group

© Paradigm Publishing, Inc. 26 Delete a Chart  Delete a chart created in Excel by clicking once in the chart to select it and then pressing the Delete key.  If you move a chart to a different worksheet in the workbook and then delete the chart, the chart is deleted but not the worksheet.

© Paradigm Publishing, Inc. 27 Write Formulas with Financial Functions PMT Function Arguments palette  The PMT function calculates the payment for a loan based on constant payments and a constant interest rate.  The PMT function contains the arguments Rate, Nper, Pv, Fv, and Type.

© Paradigm Publishing, Inc. 28 Write Formulas with Financial Functions - continued  The FV function calculates the future value of a series of equal payments or an annuity. FV Function Arguments palette

© Paradigm Publishing, Inc. 29 Write a Formula with the IF Logical Function  A question that can be answered with true or false is considered a logical test.  You can use the IF function to create a logical test that performs a particular action if the answer is true (condition met) and another action if the answer is false (condition not met).  For example, an IF function can be used to write a formula that calculates a salesperson’s bonus as 10% if the salesperson sells more than $99,999 worth of product and 0% if he or she does not sell more than $99,999 worth of product. That formula would look like this: =IF(sales>99999,sales*0.1,0).

© Paradigm Publishing, Inc. 30 Write a Formula with the IF Logical Function - continued To write an IF function in the Function Arguments palette: 1.Click FORMULAS tab. 2.Click Logical button. 3.Click IF at drop-down list. 4.Type three arguments in palette. IF Function Arguments palette

© Paradigm Publishing, Inc. 31 Write IF Formulas Containing Text  If you write a formula with an IF function and you want text inserted in a cell rather than a value, you must insert quotation marks around the text.  For example, to write a formula with an IF function that inserts the word PASS in a cell if the average of the new employee quizzes is greater than 79 and inserts the word FAIL if the condition is not met, type =IF(E16>79,"PASS","FAIL").

© Paradigm Publishing, Inc. 32 1)Use this button in the Current Selection group to select a chart element. a.Format Selection b.Chart Elements c.Align d.Shape Effects 1)Use this button in the Current Selection group to select a chart element. a.Format Selection b.Chart Elements c.Align d.Shape Effects 3)This function calculates the future value of a series of equal payments or an annuity. a.MIN b.MAX c.PMT d.FV 3)This function calculates the future value of a series of equal payments or an annuity. a.MIN b.MAX c.PMT d.FV 2)To change the chart height and/or width, use options in this group on the CHART TOOLS FORMAT tab. a.Size b.Arrange c.Current Selection d.Shape Styles 2)To change the chart height and/or width, use options in this group on the CHART TOOLS FORMAT tab. a.Size b.Arrange c.Current Selection d.Shape Styles 4)When writing an IF function, you must insert these around the text you want inserted in a cell. a.periods b.exclamation points c.commas d.quotation marks 4)When writing an IF function, you must insert these around the text you want inserted in a cell. a.periods b.exclamation points c.commas d.quotation marks Next Question Next Slide Answer

© Paradigm Publishing, Inc. 33 Creating Charts and Inserting Formulas Create a chart with data in an Excel worksheet Size, move, edit, format, and delete charts Print a selected chart and print a worksheet containing a chart Change a chart location Insert, move, size, and delete chart elements and shapes Write formulas with the PMT and FV financial functions Write formulas with the IF logical function Summary of Presentation Concepts