© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Objectives Create a chart Format a column chart Use different chart types Work with pie charts Enhance chart elements

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 Creating a Chart 1

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Choose a Slide Layout for a Chart Title and Content layout –for a title and chart Two Content layout –title, body text, and chart Click the Insert Chart icon on the content placeholder. Choose the chart you need and click OK. Excel opens displaying a worksheet with sample data.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Edit the Data Source Key new information by overwriting sample data or by deleting sample data and keying your own data. Move around the worksheet by clicking on individual cells. Use,, +, +, and the arrow to navigate. Close the worksheet when data has been entered. From the Chart Tools Design tab, in the Data group, choose the Edit Data button to reopen the worksheet.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Switch Rows/Column Data Select the chart area and notice how the data is grouped. From the Chart Tools Design tab, choose the Switch Row/Column button. Click the Switch Row/Column button again return to the original grouping.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 2 Formatting a Column Chart

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Explore Parts of a Chart Move the pointer over parts of the chart and the ScreenTip will identify that part. From the Chart Tools Format tab, in the Current Selection group, the chart element that is currently selected is displayed.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Change Chart Styles From the Chart Tools Design tab, in the Chart Styles group, click the More button. Move your pointer over several of the style samples that are all shown in theme colors and click to select that style.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Format the Vertical (Value) and Horizontal (Category) Axes With the chart selected, point to one of the numbers on the left side of the chart. When you see the Vertical (Value) Axis ScreenTip, right-click to open the short-cut menu. Using the floating font group to make changes to the text Right-click again to reopen the short-cut menu and choose Format Axis to make changes for the type of numbers and axis options.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Apply Different Chart Layouts Click anywhere within the chart area. From the Chart Tools Design tab, in the Chart Layouts group, click the Quick Layout button. Select a layout and notice the new position of several chart elements.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Change or Remove the Legend Right-click the legend and choose Format Legend to make changes to the legend. Drag the legend to reposition it within the chart area.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Apply or Remove Gridlines Select the chart. From the Chart Tools Layout tab, in the Axes group, click the Gridlines button. –Choose Primary Horizontal Gridlines then Major or Minor Gridlines. –Choose Primary Vertical Gridlines then Major or Minor Gridlines.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 3 Using Different Chart Types

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Switch to Other Chart Types From the Chart Tools Design tab, in the Type group, click the Change Chart Type button to open the Change Chart Type dialog box. Right-click the chart area, then choose Change Chart Type from the short-cut menu.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Add a Secondary Chart Axis Select the chart. Right-click one of the columns and choose Format Data Series from the short-cut menu then choose Series Options. In the Plot Series On area, select Secondary axis then click Close.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Combine Chart Types Select the data series to be changed. Right-click and choose Change Series Chart Type from the short-cut menu then choose the chart type.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Format a Primary and Secondary Axis Select the chart. From the Chart Tools Layout tab, in the Labels group, click the Axis Titles button and choose the Primary Vertical Axis Title and Rotated Title. In the Axis Title text box located on the primary vertical axis, delete the text and key Sales (thousands). The text size of the text box will adjust automatically.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 4 Working with Pie Charts

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Create a Pie Chart From the Insert tab, in the Illustrations group, click the Chart button. Click the Pie category at the left of the dialog box and choose the chart type that you want to use. Click OK. Microsoft Excel opens and displays a sample worksheet so you can revise it with your new numbers.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Add Pie Slice Labels Click one of the pie slices to select the Chart Series data. From the Chart Tools Layout tab, in the Labels group, click the Data Labels button and click More Data Label Options. Click Label Options at the left of the dialog box and make several changes under the Label Contains heading such as Category name and Percentage, deselect Value and Show Leader Lines. Click Close.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Apply 3-D Rotation Select the chart. From the Chart Tools Design tab, in the Type group, click the Change Chart Type button, and select Pie in 3-D. Click OK. From the Chart Tools Layout tab, in the Background group, click the 3-D Rotation button.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 5 Enhancing Chart Elements

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Adding Shapes for Emphasis Shapes can be combined with text or layered in some way to emphasize the point you need to make.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Change Colors in Chart Areas Select one of the columns in a data series. From the Chart Tools Format tab, in the Shape Styles group, click the Shape Fill button. Select a solid or gradient fill color.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Add a Picture Fill Behind Chart With the chart active, from the Chart Tools Layout tab, in the Current Selection group, choose Chart Area from the Chart Elements drop-down list. Click the Format Selection button. Choose Fill at the left of the dialog box; then choose Picture or texture fill and click File under the Insert from heading. Navigate to your files, select your filename, and click Insert. Click Close.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. M I C R O S O F T ® Creating Charts Lesson 6 Summary

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Lesson 6 Summary—1 Charts display numbers in pictorial format. –Charts help people understand the significance of numeric information more easily than viewing a list of numbers. To start a new chart, a sample worksheet appears in Microsoft Excel. –The worksheet contains rows and columns. Key each number or label in a separate cell—the rectangle formed by the intersection of a row and a column. –On the worksheet, labels are in the first row and column. –A data series is a group of data that relates to a common object or category. –Use the Switch Row/Column button to change how a data series is displayed on a chart.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Lesson 6 Summary—2 Many chart types are available including column, bar, area, line, pie, and surface. –Several Content Layouts are suitable for charts. –Use the Chart Elements drop-down list to select specific parts of a chart. –Special fill and border effects, including textures and gradient fills, can be used in charts. –Use the Format Axis dialog box to modify the units, font, and number format of the value axis or secondary value axis. –Axis titles are important, so label carefully to ensure your charts are interpreted correctly.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Lesson 6 Summary—3 A legend is a box showing the colors assigned to each data series. –Customize a chart’s legend by changing the border, background colors, and font attributes. Use a secondary axis when you need to plot two dissimilar types of data on the same chart. –A secondary axis is available only for a 2-D chart type. Proper formatting and labeling on a chart is important when your chart has both a primary and secondary axis.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. Lesson 6 Summary—4 A good way to distinguish between different data types on a single chart is to assign different chart types. A pie chart shows individual values in relation to the sum of all the values. Each value is displayed as a slice of the pie. –A pie chart can show only one data series. –The plot area of a chart is the area containing the actual columns, bars, or pie slices. –Exploding a pie slice emphasizes the slice. –Use the Insert tab to add shapes and text boxes. –Charts can be enhanced by adding pictures, colors, and 3-D effects.