C51BR Applications of Spreadsheets 1 Chapter 16 Getting Started Making Charts

C51BR Applications of Spreadsheets2 Creating an Embedded Chart ► After you create a worksheet, you may want to show the information to someone else.  print the worksheet if you need only numerical detail.  transform information in the worksheet into a chart  a graphical representation of data that makes it easy for users to see trends and make comparisons ► An embedded chart is a graphical representation of data created within the worksheet instead of as a separate worksheet.

Identifying Common Chart Types and Features ► You can create a variety of chart types by using Excel. ► Chart features include  titles and labels that explain the graphed data  enhancements such as gridlines and color that improve readability or add visual appeal

Identifying Common Chart Types and Features ► Pie chart: a circular chart in which each piece (wedge) shows a data segment and its relationship to the whole  A pie chart is limited to one data series – a set of related values that are entered in a row or column of the worksheet.

Identifying Common Chart Types and Features ► Line chart: plots one or more data series as connected points along an axis.  X-axis: the horizontal axis of a chart  Y-axis: the vertical axis of a chart

Identifying Common Chart Types and Features ► Column chart: each data point is reflected in the height of its column in relation to the scale shown on the Y-axis.  Columns are grouped along the X-axis.

Printing a Chart ► Printing a worksheet and its embedded chart is the same as printing a worksheet without charts. ► To print just a chart in Excel without printing the entire worksheet  select the chart by clicking any blank area inside the chart  choose File, Print  In the Print dialog box, click the Selected Chart option button in the Print What area  Click OK.

Using Chart Wizard to Create an Embedded Pie Chart ► To create a chart  select the data you want to use in the chart  choose Insert, Chart or click the Chart Wizard button on the Standard toolbar ► The Chart Wizard provides step-by-step assistance for choosing a chart type and specifying chart options.  It automatically creates the chart from the selected data and places it in a frame or box.  You can then move, size, change or enhance the chart.

Using the Chart Wizard ► Chart Wizard does a satisfactory job of creating a chart, but  Use Excel’s customizing and formatting options for more demanding jobs  update a chart by adding and deleting data series in its plot area

C51BR Applications of Spreadsheets10 Using Chart Wizard to Create an Embedded Pie Chart

Deleting and Resizing a Chart ► To move and resize a chart, use the sizing handles at the corners and midpoints of the border surrounding the box.  Drag a handle on the middle of one side of the box to change the size horizontally or vertically  Drag a corner handle to change the vertical and horizontal dimensions at the same time.  If you hold down the shift key while dragging a corner handle, you can maintain the original proportions of the chart.

Comparing Clustered and Stacked Column Charts ► A clustered column chart subtype presents multiple data series as side-by-side columns (figure 6.11 in your book) ► If you select a stacked column as the chart’s subtype, multiple data series appear as stacked components of a single column instead of side-by- side columns.  Use if multiple data series total a meaningful number ► i.e. showing the contribution of each revenue source to the total revenue.

Changing the Chart Type ► Select a chart type that can help you display the information in the most dramatic, appropriate, and meaningful manner possible. ► After you create a chart, you can change the chart type easily. ► You may want to compare different chart types by using the same data series.

Choosing an Appropriate Chart Type ► You need to know which chart types to select, given the nature of the data.  To learn more about the purpose of one or more chart types ► display the Office Assistant ► search the phrase chart types ► select the topic Examples of chart types  Provides an illustration and description of the standard chart types.

Standard Chart Types  Area  Column  Bar  Line  Pie  Doughnut  Stock  XY (scatter)  Bubble  Radar  Surface  Cone  Cylinder  Pyramid

Other Ways to Change Chart Types ► You can display the Chart Type dialog box after you select the chart you want to change by  Choose Chart, Chart Type  Click the Chart Wizard button

Other Ways to Change Chart Types ► You can also change a chart to one of 18 predefined types by using the Chart toolbar.  Choose View, Toolbars, and select Chart (if the toolbar does not automatically display when you select a chart)  The drop-down list for the Chart Type button on this toolbar is a 3x6 display of chart icons.  Click the icon that depicts the type of chart you want.

Charting Nonadjacent Data Series ► You can select nonadjacent sets of numbers to be charted by holding down ‘Ctrl’ while dragging over numbers in the various areas of the worksheet. ► Make sure that the sets of numbers selected represent the same data series.

Modifying Chart Formats ► After you create a chart, you can make changes that improve readability or enhance visual appeal.  display dollar signs in front of the numbers in a Y-axis scale  italicize a title  add a textured background  change the color of a data series

Changing Other Chart Elements ► Practice making changes to four areas in a chart:  Y-axis  the chart title  the chart background  a data series ► Start the change process by positioning the pointer on the area and right-clicking. ► Right-clicking on a chart area displays a context- sensitive shortcut menu that enables you to clear or modify the selected area.

Alternatives to Shortcut Menus ► Other ways to access chart dialog boxes and modify settings:  Double-clicking a chart area bypasses the Clear option and opens the dialog box for formatting that area.  You can also access Chart options from the menu bar after you select the entire chart.

Ways to View a Chart ► If you scroll through the worksheet to view a chart, you can view the cart in its own window:  Select the chart  Choose View, Chart Window  You can edit the chart while it is open in the window. ► If you select a chart and then click the Print Preview button, Excel displays only the chart instead of the worksheet data and the chart. ► You can view but not change a chart displayed in Print Preview mode.

Adding, Reordering and Deleting a Data Series ► Even a relatively small set of data can be charted in a variety of ways. ► You can vary the data presented in a chart by adding a data series, rearranging the order of data series, and deleting a data series.

Alternative Ways to Add or Delete Data Series ► The simplest methods to add and delete data series from an existing chart:  Add by dragging a selected series and dropping it into the chart  Remove by selecting the charted data series and pressing the Delete key.

Alternative Ways to Add or Delete Data Series ► You can also add or delete data series from the Series tab of the Source Data dialog box.  Select the chart  Choose Chart, Source Data and select the Series tab  To add a data series, click the Add button and specify the location of the series.  To delete a data series, select its name in the Series list and click the Remove button.

Creating and Printing a Combination Chart ► A combination chart includes two or more chart types, such as showing one data series as a column and another as a line. ► Create a combination chart if the values in the data series vary widely or if you want to emphasize differences in the data.

Customizing Charts ► Can add titles, legends and annotations ► Can use arrows and AutoShapes to emphasize certain aspects of the chart. ► Formatting a chart = setting the display options for each chart element.

Customizing Charts Parts of Chart Chart Area Plot Frame Legend of Data Axis

Formatting Chart Elements Format Data Series dialog box: Patterns tab

Adding and Deleting Chart Elements Chart Options dialog box: Titles tab

Adding and Deleting Chart Elements Adding titles and a data table Chart Title Data Table

Adding Draw Objects to a Chart Adding draw objects to a chart

Printing a Separate Chart Sheet Page Setup dialog box: Chart tab

Printing a Separate Chart Sheet Print previewing a chart sheet