1. McGraw-Hill/Irwin The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. Microsoft Excel 2002 Lab 2 Charting Worksheet Data

2. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 2 McGraw-Hill/Irwin Objectives 1.Select a chart data range. 2.Change the type of chart. 3.Move the chart location. 4.Format chart elements. 5.Add chart titles and move the legend. 6.Create a combination chart. 7.Change worksheet data. 8.Add data labels, text boxes, and arrows. 9.Create, explode, and rotate a pie chart. 10.Apply patterns and color. 11.Size and align a sheet on a page. 12.Add predefined headers and footers. 13.Document, preview and print a workbook.

3. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 3 McGraw-Hill/Irwin Concepts 1.Chart - Visual representation of data that is used to convey information in an easy-to- understand and attractive manner. 2.Chart Elements - Chart elements consist of a number of parts that are used to graphically display the worksheet data. 3.Chart Objects - A graphic object that is created using charting features included in Excel. 4.Group - Because it consists of many separate objects a chart object is a group.

4. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 4 McGraw-Hill/Irwin Concepts 5.Data Label - Data labels provide additional information about a data marker. 6.Text Box -A rectangular object in which you type text. 7.Header and Footer - Lines of text displayed below the top margin or above the bottom margin of each page are called headers and footers.

5. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 5 McGraw-Hill/Irwin Outline Learning About Charts Creating a Single Data Series Chart –Selecting the Data to Chart –Using Chart Wizard –Moving and Sizing a Chart –Changing the Chart Location Creating a Multiple Data Series Chart –Changing the Chart Type –Adding Chart Title –Moving the Legend –Formatting Chart Elements –Changing Orientation

6. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 6 McGraw-Hill/Irwin Outline Creating a New Chart from an Existing Chart –Copying a Chart –Creating Combination Chart –Adding Data Labels –Changing Data Series Fill Colors –Changing Plot Area Colors –Changing Worksheet Data –Adding a Text Box –Adding Arrows

7. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 7 McGraw-Hill/Irwin Outline Creating and Formatting a Pie Chart –Selecting the Pie Chart Data –Formatting the Pie Chart –Exploding and Rotating the Pie –Applying Patterns and Color –Documenting a Workbook

8. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 8 McGraw-Hill/Irwin Outline Preparing the Workbook for Printing –Previewing the Workbook –Sizing the Worksheet –Aligning a Sheet on a Page –Adding Predefined Headers and Footers –Printing the Workbook Lab Review

9. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 9 McGraw-Hill/Irwin LEARNING ABOUT CHARTS

10. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 10 McGraw-Hill/Irwin Visual representation of data that is used to convey information Type of chart depends on data you are charting Includes standard charts and professionally designed built-in custom charts Concept 1: CHART

11. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 11 McGraw-Hill/Irwin EXCEL 2002 STANDARD CHARTS Area Bar Column Line Pie Doughnut Radar XY Scatter Surface Bubble Stock Cylinder Cone Pyramid

12. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 12 McGraw-Hill/Irwin CREATING A SINGLE DATA SERIES CHART

13. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 13 McGraw-Hill/Irwin Concept 2: CHART ELEMENTS X axis –Bottom boundary line –Used to label the data being charted Y axis –Left boundary line –Called the value axis –Numbered scale Z axis - used in a 3D chart for comparisons

14. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 14 McGraw-Hill/Irwin BASIC PARTS OF A TWO-DIMENSIONAL CHART ElementDescription Category namesLabels that correspond to the headings for the worksheet data plotted along the X axis Plot areaArea within the X and Y axis boundaries Data seriesRelated data points that are distinguishable by different colors or patterns Data markerA bar, dot, or other symbol that represents one number from the worksheet Chart gridlinesLines extending from the axis line across the plot area that make it easier to read the chart data LegendBox that identifies the chart data series Chart titleDescriptive label that explains the content of the chart Category-axis titleDescriptive label along the X axis Value-axis titleDescriptive label along the Y axis

15. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 15 McGraw-Hill/Irwin CHARTING DATA Select data to chart –Choose data to chart from your existing worksheet –If plotting nonadjacent data, selection must form a rectangle Use Chart Wizard for assistance

16. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 16 McGraw-Hill/Irwin USING CHART WIZARD 1.Select data range first 2.Choose Chart type - default is column chart 3.Verify or change source data

17. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 17 McGraw-Hill/Irwin USING CHART WIZARD 4.Choose chart options and change if necessary  Titles  Axis  Gridlines  Legend  Data labels  Data table 5.Specify chart location

18. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 18 McGraw-Hill/Irwin Chart object –Graphic object that is created using charting features –Can be inserted into a worksheet or into a special chart Embedded chart –Becomes part of of the worksheet –Can be sized and moved Concept 3: CHART OBJECTS

19. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 19 McGraw-Hill/Irwin CHARTING Moving and sizing a chart –Chart tips displayed within the chart –Can move entire chart if Chart Area is displayed Changing chart location –Can move to a separate sheet –When chart is selected, Data menu changes to Chart menu

20. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 20 McGraw-Hill/Irwin CREATING A MULTIPLE DATA SERIES CHART

21. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 21 McGraw-Hill/Irwin MORE ON CHARTS Changing chart type Adding chart titles Moving the legend Formatting chart elements

22. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 22 McGraw-Hill/Irwin Two or more objects that are treated as a single object within the chart object Chart objects include… –Axis line –A data series –A data marker –The entire plot area –The entire chart Concept 4: GROUP

23. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 23 McGraw-Hill/Irwin CHANGING ORIENTATION

24. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 24 McGraw-Hill/Irwin CREATING A NEW CHART FROM AN EXISTING CHART Copying a chart Creating a combination chart –Uses two or more chart types to emphasize different information –Makes it easy to see comparisons –Shows different types of data in a single chart

25. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 25 McGraw-Hill/Irwin Provide additional information about a data marker Consist of … –Value of the marker –Name of the data series or category –A percent value –A bubble size Concept 5: DATA LABEL

26. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 26 McGraw-Hill/Irwin SERIES FORMULA

27. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 27 McGraw-Hill/Irwin CHANGES TO THE CHART Changing data series fill colors Changing plot area colors Changing worksheet data

28. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 28 McGraw-Hill/Irwin Concept 6: TEXT BOX A rectangular object in which you type text –Added to sheet or embedded chart Includes word wrap

29. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 29 McGraw-Hill/Irwin CREATING AND FROMATTING A PIE CHART Selecting data for a pie chart Formatting the pie chart Exploding and rotating the pie chart Applying patterns and color

30. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 30 McGraw-Hill/Irwin Previewing the workbook Sizing the worksheet Aligning a sheet on a page PREPARING THE WORKBOOK FOR PRINTING

31. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 31 McGraw-Hill/Irwin Concept 7: HEADER AND FOOTER Header – Lines that appear at the top of the page Footer – Lines that appear at the bottom of the page Common information are date and page number Use predefined text or enter custom text Can be formatted

32. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 32 McGraw-Hill/Irwin PREDEFINED HEADERS AND FOOTERS

33. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 33 McGraw-Hill/Irwin PRINTING THE WORKBOOK

34. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 34 McGraw-Hill/Irwin Category-axis title - A label that describes the X axis. Category name - Labels displayed along the X axis in a chart to identify the data being plotted Chart - A visual representation of data in a worksheet. Chart gridlines - Lines extending from the axis lines across the plot area that make it easier to read and evaluate the chart data Key Terms

35. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 35 McGraw-Hill/Irwin Key Terms Chart object - One type of graphic object that is created using charting features included in Excel 2002. Chart title - Appears at the top of a chart and is used to describe the contents of the chart. Column chart - A chart that displays data as vertical columns. Combination chart - A chart type that includes mixed data markers, such as both columns and lines. Data label - Labels for data points or bars that show the values being plotted on a chart.

36. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 36 McGraw-Hill/Irwin Key Terms Data marker - Represents a data series on a chart. It can be a symbol, color, or pattern, depending upon the type of chart. Data series - The numbers to be charted. Embedded chart - A chart that is inserted into another file. Explode - To separate a wedge of a pie chart slightly from the other wedges in the pie. Footer - A line (or several lines) of text that appears at the bottom of each page just above the bottom margin.

37. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 37 McGraw-Hill/Irwin Key Terms Explode - To separate a wedge of a pie chart slightly from the other wedges in the pie. Footer - A line (or several lines) of text that appears at the bottom of each page just above the bottom margin. Group - An object that contains other objects. Header - A line of text that appears at the top of each page just below the top margin. Legend - A brief description of the symbols used in a chart that represent the data ranges.

38. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 38 McGraw-Hill/Irwin Key Terms Margins - The blank space around the edge of the paper. Plot area - The area of the chart bounded by the axes. Series formula - A formula that links a chart object to the source worksheet. Stack - The order in which objects are added in layers to the worksheet. Text box - A rectangular object in which you type text. Value axis - Y axis of a chart that usually contains numerical values.

39. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 39 McGraw-Hill/Irwin Value-axis title - A label that describes the values on the Y axis. Word wrap - Feature that automatically determines when to begin the next line of text. X axis - The bottom boundary line of a chart Y axis - The left boundary line of a chart Z axis - The left boundary line of a 3-D chart Key Terms

40. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 40 McGraw-Hill/Irwin Discussion Questions 1.Define each of the following terms and discuss how they are related to one another: chart type, chart element, and chart object. 2.Discuss how column and bar charts represent data. How do they differ from pie charts? 3.What type of information would best be represented by a line chart? 4.Describe how a 3-D column chart differs from a 2-D column chart.

41. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 41 McGraw-Hill/Irwin Frequently Asked Questions When would I use an Excel chart? Can I select my entire worksheet and make it a chart? Is there an easy way to create an Excel chart? What is an embedded chart? How do I know the right chart to select?

42. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 42 McGraw-Hill/Irwin Frequently Asked Questions I don't like the colors used in my chart when I use the chart wizard. How do I change them? How can I get the word "CONFIDENTIAL" to appear at the bottom of every worksheet? When I print my worksheet, it does not fit on a single page. Any suggestions?

43. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 43 McGraw-Hill/Irwin Frequently Asked Questions How can I enhance the appearance of my worksheet and chart? How do I know what my worksheet will look like before I print it?

44. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 44 McGraw-Hill/Irwin Web Links Using Formulas Tutorial –http://lacher.com/toc/tutusing.htmhttp://lacher.com/toc/tutusing.htm Excel Tutorials – Creating Charts –http://www.studyfinance.com/lessons/excel/less on05.htmlhttp://www.studyfinance.com/lessons/excel/less on05.html Creating Formulas –http://members.tripod.com/summersm/formulas.htmlhttp://members.tripod.com/summersm/formulas.html

45. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 45 McGraw-Hill/Irwin Web Links Charting with Excel 2000 –http://www.winplanet.com/winplanet/tutorials/1 182/1/http://www.winplanet.com/winplanet/tutorials/1 182/1/ Excel Pie Charts –http://www.zdnet.com/zdhelp/stories/main/0,55 94,2448914-5,00.htmlhttp://www.zdnet.com/zdhelp/stories/main/0,55 94,2448914-5,00.html Microsoft Excel Charts –http://www.utexas.edu/cc/training/handouts/exc elchart/http://www.utexas.edu/cc/training/handouts/exc elchart/

46. The O’Leary Series © 2002 The McGraw-Hill Companies, Inc. All rights reserved. 46 McGraw-Hill/Irwin Web Links Plotting Excel Charts –http://www.zdnet.com/zdhelp/stories/main/0,55 94,2448914,00.htmlhttp://www.zdnet.com/zdhelp/stories/main/0,55 94,2448914,00.html EXCEL Charts: Column, Bar, Pie and Line –http://www.econ.ucdavis.edu/faculty/cameron/e xcel/excharts.htmlhttp://www.econ.ucdavis.edu/faculty/cameron/e xcel/excharts.html