1. Lesson 6: Working with Charts and Graphics
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2. Lesson Objectives create charts
move chart to a different location or a chart sheet
resize charts
change the chart type
work with pie charts
change the chart design
add new data to chart
create, customize, and remove a Sparkline chart
print a chart
use Quick Analysis tool
draw different types of shapes
move, resize, and rotate shapes
use WordArt objects
insert clip art and pictures
use the Image Editor tools
Use Format Shape pane
Insert watermarks
insert SmartArt objects
The Exam objectives covered in this lesson are:
1.3.6 insert watermarks
2.3.2 insert sparklines
5.1.1 create charts and graphs
5.1.2 add additional data series
5.1.3 switch between rows and columns in source data
5.1.4 demonstrate how to use Quick Analysis
5.2.1 add legends
5.2.2 resize charts and graphs
5.2.3 modify chart and graph parameters
5.2.4 apply chart layouts and styles
5.2.5 position charts and graphs
5.3.1 insert text boxes
5.3.2 insert SmartArt
5.3.3 insert images
5.3.4 add borders to objects
5.3.5 add styles and effects to objects
5.3.6 change object colors
5.3.7 modify object properties
5.3.8 position objects
These are the objectives for this section. Go over these briefly so students know what to expect.
This section will introduce basic charts and how to create/edit/manipulate them.
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3. Creating a Basic Chart Pictorial representation of data in worksheet
To create chart, select cells and on Insert tab, in Charts group, click the chart type that you want
Recommended Charts button displays several options
Objective 5.1.1
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4. Creating a Basic Chart
Horizontal line referred to as X-axis and vertical line is Y-axis
Legend explains meaning of each line or column in chart
Objective 5.1.1
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5. Moving and Resizing Charts
To move chart in a worksheet, drag chart to new location
To resize chart, drag handles around edges of chart
Chart can be in its own chart sheet
Chart will fill entire chart sheet
Objective 5.2.2, 5.2.5
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6. Changing Chart Types Type of chart to use depends on data
Column – vertical bar chart
Line – compare trends for series of data
Pie – compare relative size of each portion
Bar – horizontal column chart
Area – compare relative size of each portion over time or other kind of trend
XY (Scatter) – used to find patterns where data is clustered together
Stock – used to display the high, low, close data
Surface – display trends using 3-D presentation
Radar – used to determine patterns linked with lines
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7. Changing Chart Types Variety of chart types, including 2-D and 3-D
To change chart type, click on chart and then:
Under Chart Tools, on Design tab and in Type group, click Change Chart Type, or
right-click in blank area of chart and click Change Chart Type
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8. Working with Pie Charts
Useful to display relative sizes (or percentage) of each piece of sum total
Can only have one data series
Enhance chart by exploding or moving out portion
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9. Modifying Chart Design
Use Chart Tools in Ribbon to modify the chart design
Use Quick Layout options to select different pre-built combinations of chart designs
Add Chart Element to add individual components to your chart
Objective 5.1.3, 5.2.1, 5.2.3, 5.2.4, 5.2.5
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10. Adding New Data New data can be added anytime after chart is created
If chart is not automatically updated with new data, do the following:
Copy new data into clipboard then Paste Special into chart, or
With chart selected, drag boundary of data range on worksheet to include new data, or
Under Chart Tools, on Design tab, click Select Data, then change Chart data range
Objective 5.1.2
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11. Using Sparklines
Miniature chart inside one cell for row of data values next to it
Usually one chart for each row of data
Excel automatically groups sparklines together
Objective 2.3.2
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12. Using Sparklines Design tab:
Edit data by changing cells selected for sparklines
Change type
Show markers on chart (high, low, first, last, etc.)
Change style
Change colors
Add axis labels
Remove one sparkline chart or entire group
Objective 2.3.2
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13. Printing Charts
If both data and chart together on same worksheet, you can:
Print both data and chart, or
Select and print chart without the data
If chart is in its own chart sheet, printing will only include that chart
Before printing to a black and white printer, consider:
Selecting one of the monochromatic chart style, or
Selecting different fill patterns for each chart series
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14. Using Quick Analysis Tool
Icon displayed at bottom right of selected range of cell to:
add conditional formatting, or
add a chart, or
add summary totals below or to the right, or
convert to a table or create a PivotTable, or
add sparklines
Objective 5.1.4
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15. Drawing Shapes
Use graphics objects to highlight significant parts of worksheet or chart
Be sparing in using graphics
162 shapes including text boxes, rectangles, ovals, lines
Shapes including text boxes can be placed anywhere and not align with worksheet cells
Objective 5.3.1
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16. Drawing Shapes To create new drawing shape object:
On Insert tab, in Illustrations group, click Shapes, or
if Drawing Tools ribbon active, under Drawing Tools, on Format tab, in Insert Shapes group, click shape to draw
Use to lock shapes to draw symmetrical shapes
Most shapes can be created using same method
once activated, mouse arrow changes to
click where top left corner of object to begin and drag to required size
Shapes are organized by type, some are 3-D
When use Text Box feature, mouse cursor changes to
Click in location for text and then type text
Objective 5.3.1
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17. Moving and Resizing Shapes
To select drawn shape object:
click to display “handles” around object
handles stay selected until you click somewhere else in worksheet
Line shapes only have two handles
To resize object or shape
Drag handle to change size and proportion
Click corner handle to change two adjoining sides
To move shape to new position
position mouse over shape and cursor shows as
drag shape to new location on worksheet
To copy a shape, copy the shape into clipboard, then use your favored method to paste
Objective 5.3.8
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18. Formatting Shapes After shape has been drawn, Format tab displays
This Format tab is for shapes, WordArt, SmartArt, and text boxes only
Objective 5.3.4, 5.3.5, 5.3.6
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19. Formatting Shapes Shape Fill
choose from a wide variety of colors to fill inside
or choose picture, gradient, or texture as filler
Objective 5.3.4, 5.3.5, 5.3.6
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20. Formatting Shapes Shape Outline
select colors and pattern for outside edges of object
also select weight, dashes (line style) , and arrow style (only for line shapes)
Objective 5.3.4, 5.3.5, 5.3.6
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21. Formatting Shapes Shape Effects
3 dimensional effects for shapes such as shadow or reflection
Objective 5.3.4, 5.3.5, 5.3.6
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22. Formatting Shapes Visual Style
Predefined outline and fill color combinations
Objective 5.3.4, 5.3.5, 5.3.6
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23. Using WordArt Display text characters in variety of imaginative ways
To insert WordArt, on Insert tab, in Text group, click WordArt
Once created, Drawing Tools Format ribbon available to modify shape, including a variety of Text Effects
Objective 2.2.9
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24. Inserting Pictures and Clip Art
Pictures and clip art objects can be imported from local computer
On Insert tab, in Illustrations group, click Picture
To find and insert pictures and clip art from the Internet, on Insert tab, in Illustrations group, click Online Pictures
Objective 5.3.3
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25. Using the Image Editor
Several picture tools in the Ribbon to adjust and correct pictures and clip art
Formatting tools include:
Removing the background
Correcting the brightness, contrast, sharpness of the picture edge
Adjust color saturation, color tone, and changing picture colors
Use different artistic picture filters
Add/remove picture borders, and adjust color, thickness (weight)
Apply 3-D picture effects
Select a different picture layout or visual style
Change the height and width of the picture or crop it
Objective 5.3.4, 5.3.5, 5.3.6, 5.3.7
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26. Using the Format Shape Pane
Full set of shape formatting tools are in the Format Shape pane; the Ribbon only has the most common tools.
Activate the Formatting Shape pane:
Under Drawing Tools, on the Format tab, in the Shape Styles group, click dialog box launcher
Right-click on the shape and click Format Shape or Size and Properties
Shape formatting options has 3 groups of settings
Objective 5.3.7
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27. Using the Format Shape Pane
The Text Options in Format Shape pane is used for text boxes and WordArt
Activate the Formatting Shape pane:
Under Drawing Tools, on the Format tab, in the Word Styles group, click dialog box launcher
Right-click on the shape and click Format Shape or Format Text Effects
Shape formatting options has 3 groups of settings
Objective 5.3.7
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28. Using the Format Shape Pane
The Format Picture pane is used for clip art and pictures
Activate the Formatting Picture pane:
Under Picture Tools, on the Format tab, in the Picture Styles group, click dialog box launcher
Right-click on the shape and click Format Picture or Size and Properties
Shape formatting options has 4 groups of settings, of which 2 are specific to clip art and pictures
Objective 5.3.7
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29. Resizing, Reshaping, and Scaling Objects
Aspect ratio
lock ratio whenever object made bigger or smaller
can temporarily lock position and aspect ratio using mouse:
Ctrl locks center of object while size and shape changes
Shift locks aspect ratio of object while size changes
CTRL+SHIFT locks both position and aspect ratio of object
Adjustment handle
drag to modify shape of one part of object
does not change shape of rest of object
Size and Properties dialog box
change size and shape of object
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30. Rotating Objects To rotate selected object:
Drag green handle in direction of rotation angle, or
under Drawing Tools, on Format tab, in Arrange group, click Rotate, or
under Drawing Tools, on Format tab, in Shape Styles group, click Dialog box Launcher, click 3-D Rotation, or
right-click object, click Format Shape, click 3-D Rotation, or
under Drawing Tools, on Format tab, in Size group, click Dialog box launcher, enter angle in Rotation, or
right-click object, click Size and Properties, enter angle in Rotation
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31. Inserting a Watermark in the Background
No direct ability to insert a watermark – it must be simulated:
Insert a text box or WordArt shape onto the worksheet, and increase the transparency setting, or
Insert a picture into the page header or footer
Objective 1.3.6
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32. Creating SmartArt Graphics
Easy-to-use set of objects to communicate ideas
In edit mode, use Text pane to enter text
each bullet is text box in graphic
text boxes arranged based on SmartArt type
text boxes resize to maintain symmetrical appearance
Demote or promote text to organize similar ideas
Objective 5.3.2
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33. Creating SmartArt Graphics
Cannot use formulas to reference cell data in SmartArt graphic
On Insert tab, in Illustrations group, click SmartArt
Many different types of SmartArt graphics to choose
Objective 5.3.2
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34. Lesson Summary draw different types of shapes
move, resize, and rotate shapes
use WordArt objects
insert clip art and pictures
use the Image Editor tools
Use Format Shape pane
Insert watermarks
insert SmartArt objects
create charts
move chart to a different location or a chart sheet
resize charts
change the chart type
work with pie charts
change the chart design
add new data to chart
create, customize, and remove a sparkline chart
print a chart
use Quick Analysis tool
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35. Review Questions
1. Provide examples of when you might want to use a chart to show the data in the worksheet.
2. List at least five different types of charts.
3. Describe the limitation you have when selecting data to create a pie chart, compared to other chart types.
Discuss the advantages and disadvantages of exploding pieces from the pie on a pie chart.
Provide examples of what changes you can make to the chart design.
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36. Review Questions
6. List the three different types of sparkline charts and provide examples of when you might use each type. 7. If you have a worksheet that contains both a chart and the data for the chart, you have the ability to select only the chart to print on its own. a) True b) False 8. Explain how you would draw a shape such as a rectangle. Begin with selecting it and continue to drawing it on the worksheet. 9. Provide at least two examples of what you can do with a graphic object after you have selected it.
Answers to the Review questions are found in the instructor Resources and can be used at the end or beginning of a class. Alternatively, you can also assign these for homework and then mark them at the beginning of the next class.
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37. Review Questions
10. Give examples of the types of formatting you can apply to a graphic object. 11. Provide an example of how you might use WordArt in a worksheet. 12. Provide at least four examples of the types of formatting that you can apply to both pictures and clip art. 13. Provide examples of when you might want to use SmartArt in a workbook 14. Provide an example of why you would use the Text pane for a SmartArt diagram.
Answers to the Review questions are found in the Instructor Resources and can be used at the end or beginning of a class. Alternatively, you can also assign these for homework and then mark them at the beginning of the next class.
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