Navya Thum navya.thum@mail.wvu.edu February 06, 2013 Day 5: MICROSOFT EXCEL Navya Thum navya.thum@mail.wvu.edu February 06, 2013

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Chart A chart is a graphic or visual representation of data Multiple chart types can enhance information, adding visual appeal and making it easy to analyze data Excel Chapter 5 12/2/2018

Chart components Data Points - A data point is a numeric value that describes a single value on a chart. Data Series - A data series is a group of related data points. Category Labels - A category label is text that describes a collection of data points in a chart. Excel Chapter 5 12/2/2018

Chart components Excel Chapter 5 12/2/2018

Choosing a Chart Type Select the type of chart that best presents your message When comparing data from multiple series use Column, Bar, Line or Scatter chart When comparing data of single series to whole use Pie chart or Doughnut chart Add enhancements to make charts self informative Excel Chapter 5 12/2/2018

Column Charts A column chart displays data vertically, with each data series forming a column Figure 3.2 illustrates a column chart, plotting the number of majors across all colleges in 2012. It plots a single data series, including values for year 2012. The chart area contains the entire chart and all of its elements. The plot area contains the graphical representation of values in the data series. The X-axis (Category axis) is a horizontal line that borders the plot area and often displays category labels. The Y-axis (Value axis) is a vertical line that borders the plot area and contains markers to help display the values in the data series. Excel Chapter 5 12/2/2018

Clustered Column Chart Figure 3.3 illustrates a clustered column chart, plotting the number of majors across colleges for years 2009 through 2012 in a side-by-side fashion. Multiple data series include two or more sets of data. This chart illustrates four data series, one for each year. A legend is included to help the reader distinguish the multiple data series. Each data series is depicted in a different color. Excel Chapter 5 12/2/2018

Reversing Categories and Data Series Figure 3.4 illustrates a clustered column chart, also plotting the number of majors across colleges for years 2009 through 2012. The role of categories and data series is reversed. This chart plots seven data series—one for each college. Excel Chapter 5 12/2/2018

Stacked Column Chart Excel Chapter 5 12/2/2018 Figure 3.5 illustrates a stacked column chart. This type of chart places stacks of data in segments on top of each other in one column, with each category in the data series represented by a different color. Excel Chapter 5 12/2/2018

Clustered vs. Stacked A multiple data series chart compares two or more sets of data Clustered column chart Groups similar data in columns Makes visual comparison easier Stacked column chart Places (stacks) data in one column with each data series in a different color for each category Excel Chapter 5 12/2/2018

100% Stacked Column Chart Excel Chapter 5 12/2/2018 Figure 3.7 illustrates a 100% stacked column chart. This type of chart stacks data in one column per category, with each column having the same height of 100%. It shows the percentage that each data point contributes to the total for each category. Excel Chapter 5 12/2/2018

3-D Column Chart Excel Chapter 5 12/2/2018 Figure 3.8 illustrates a 3-D column chart. This type of chart adds a third dimension to each data series. Excel Chapter 5 12/2/2018

Bar Chart Excel Chapter 5 12/2/2018 Figure 3.9 illustrates a clustered bar chart. This type of chart compares values across categories using horizontal bars. Bar charts, like column charts, may plot single or multiple data series, appear clustered or stacked, or add a 3-D effect. Excel Chapter 5 12/2/2018

Line Chart Excel Chapter 5 12/2/2018 Figure 3.10 illustrates a line chart. This type of chart uses a line to connect data points in order to show trends over a period of time. The X axis (Category axis) typically displays time units, and the Y axis (Value axis) displays values for each point. Excel Chapter 5 12/2/2018

Pie Chart Excel Chapter 5 12/2/2018 Figure 3.11 illustrates a pie chart. This type of chart plots a single data series where each point is a sector with area proportional to the total of the series. A legend is used to display the category label for each data point in a different color. Data labels, such as percentages, are often portrayed on the pie wedges. An exploded pie chart separates one or more pie slices from the rest. Excel Chapter 5 12/2/2018

Area Chart Excel Chapter 5 12/2/2018 Figure 3.12 illustrates an area chart. This type of chart emphasizes the magnitude of changes over time by filling in the space between lines with a color. Excel Chapter 5 12/2/2018

X Y (Scatter) Chart Excel Chapter 5 12/2/2018 Figure 3.13 illustrates an X Y (scatter) chart. This type of chart shows a relationship between two variables. Excel Chapter 5 12/2/2018

Doughnut Chart Excel Chapter 5 12/2/2018 Figure 3.16 illustrates a doughnut chart. This type of chart displays values as percentages of the whole, but may contain more than one data series. Excel Chapter 5 12/2/2018

Bubble Chart Excel Chapter 5 12/2/2018 Figure 3.17 illustrates a bubble chart. This type of chart shows relationships among three values by using bubbles. Excel Chapter 5 12/2/2018

Creating A Chart Select the data. Go to Insert ribbon -> Charts group -> Select the appropriate chart

Moving a Chart To move a chart: Click the Design tab Click Move Chart under the Location group Excel Chapter 5 (contd..) 12/2/2018

Changing the Chart Type Using the Chart Tools contextual tab: Click the Design tab Click Change Chart Type Select the desired chart type Excel Chapter 5 (contd..) 12/2/2018

Changing the Data Source Excel Chapter 5 (contd..) 12/2/2018

Printing a Chart To print an embedded chart: To print a chart sheet: Select the chart Click the File tab Click Print to display the Backstage view Use the Print Selected Chart option To print a chart sheet: Use the Print Active Sheet option Excel Chapter 5 (contd..) 12/2/2018

Chart Layout The Layout tab offers many ways to enhance a chart visually by selecting specific chart elements, inserting objects, displaying or removing chart elements, customizing the axes and formatting background. Excel Chapter 5 (contd..) 12/2/2018

Formatting Chart Elements Formatting a chart element: Right-click the element and select the Format element command The element portion will change depending on the selection Excel Chapter 5 (contd..) 12/2/2018

Customizing Chart Labels A chart title is the label that describes the entire chart An axis title is a label that describes either the category or value axis A legend is used to distinguish data points in a pie chart or data series in a multiple series chart A data label is the value or name of a data point Excel Chapter 5 (contd..) 12/2/2018

Axes and Gridlines Based on the data source values, Excel computes starting, ending, and incremental values for display on the value axis. A gridline is a horizontal or vertical line through the plot area. Excel Chapter 5 (contd..) 12/2/2018

Adding a Trendline A trendline is a line used to depict trends and forecast future data. Excel Chapter 5 (contd..) 12/2/2018

Trendlines Trend Types Forecast R-Squared Value Linear Exponential Logarithmic Polynomial Power etc.,. Forecast R-Squared Value Excel Chapter 5 (contd..) 12/2/2018

Creating a Sparkline A Sparkline is a miniature chart displayed in a single cell To create a sparkline Click the Insert Tab Click Line, Column, or Win/Loss in the Sparklines group. Excel Chapter 5 (contd..) 12/2/2018

Create a PivotTable A PivotTable allows you to summarize, analyze, and explore large amounts of data Data can be dynamically arranged to view it from different angles One column must have duplicate values to create categories for organizing and summarizing data Another column must have numeric values Create a PivotTable by clicking PivotTable in the Tables group on the Insert tab PivotTables help you answer questions or identify trends and patterns by allowing you to “pivot” or rotate data. You can expand or collapse details, organize and group data differently, and switch row and column categories without altering the original data source. 12/2/2018

Create a PivotTable Figure 5.12 displays the Create PivotTable dialog box. It is recommended that you place the PivotTable on a new worksheet; this is the default unless you specify otherwise. 12/2/2018

Create a PivotTable Figure 5.13 displays an empty PivotTable on the left side of the worksheet, and the PivotTable Field List on the right side. A field section at the top of the Field List is used to add or remove fields. A layout section at the bottom is used to arrange and reposition fields. 12/2/2018

Create a PivotTable Figure 5.14 displays a PivotTable with row labels, values, and column labels. To add row labels: Click the field’s check box in the Choose fields to add to report section. Drag the field from the Choose fields to add to report section, and then drop it in the Row Labels area. Right-click the field name in the Choose fields to add to report section, and then select Add to Row Labels. To add a field that aggregates values: Drag the field from the Choose fields to add to report section, and then drop it in the Values area. Right-click the field name in the Choose fields to add to report section, and then select Add to Values. To subdivide data into columns, drag a field from the Choose fields to add to report section, and then drop it in the Column Labels area. 12/2/2018

Change the Values Field Select the function used to calculate summary statistics Default is: Sum for values Count for text fields Specify a custom column heading Apply number formatting To modify the summary statistical function, column heading, or number format: Click a value in the appropriate field in the PivotTable, and then click Field Settings in the Active Field group on the Options tab. Type the name you want to appear as the column heading in the Custom Name box. Select the summary statistical function you want to use to summarize the values in the Summarize value field by list. Click the Number Format button, select a number type and any other settings, and then click OK. Click OK. 12/2/2018

Change the Values Field Figure 5.15 displays the Value Field Settings dialog box. 12/2/2018

Modify a PivotTable Add, remove, or rearrange fields to get a different perspective of the data Be careful not to make the data overwhelming with too many details Excel does not automatically update PivotTables To remove a field from the PivotTable, do one of the following: Click the field name in the Drag fields between areas below section, and then select Remove Field. Deselect the check box next to the field name in the Choose fields to add to report section. Click a field name in the Drag fields between areas below section, and then drag it outside the PivotTable Field List. To move a field from one area to another, drag the field from one area to another area in the Drag fields between areas below section. If you make changes to the underlying data in the PivotTable, you must update the PivotTable: Click in the PivotTable. On the Options tab, click Refresh in the Data group. To ensure your PivotTable is up to date when you open the workbook: Click the PivotTable Tools Options tab. Click the Options down arrow in the PivotTable group, and select Options. In the PivotTable Options dialog box, click the Data tab, select Refresh data when opening the file and click OK. 12/2/2018

Sort, Filter, and Slice a PivotTable Sort data in a PivotTable Default is alphabetical by row label text To quickly rearrange data, click in a cell in the column you want to sort, and then click Sort Smallest to Largest (Sort A to Z for text) or Sort Largest to Smallest (Sort Z to A for text) in the Sort & Filter group on the Options tab For specialized sorting, click Sort in the Sort & Filter group on the Options tab If you click in a row label or column label first, you get a dialog box that has slightly different options than if you click on a value first The text on the Sort Smallest to Largest (Sort A to Z) or Sort Largest to Smallest (Sort Z to A) commands in the Sort & Filter group changes based on whether you are sorting values or text. Additionally, the dialog box options change based on whether you click on a value or text label before clicking Sort. 12/2/2018

Sort, Filter, and Slice a PivotTable Figure 5.22 displays the Sort By Value dialog box. If you click on a value before clicking Sort, this is the dialog box that will open. Notice that there is an option to sort from left to right. 12/2/2018

Sort, Filter, and Slice a PivotTable Figure 5.23 displays the Sort dialog box. If you click on a text label before clicking Sort, this is the dialog box that will open. Notice that the title bar displays the name of the field in parentheses—Sort (Discipline). 12/2/2018

Sort, Filter, and Slice a PivotTable Apply filters to show a subset of data in a PivotTable Two types of filters: A report filter sets the overall conditions for aggregating data A group filter filters out data based on a row or column category Filter by one or multiple items, as well as by entering a search condition When you drag a field to the Report Filter area, Excel displays the field name in cell A1 with a filter arrow in cell B1. To remove the filter entirely, remove it from the Report Filter area. To apply group filters, click the Row labels or Column Labels arrow, and then specify the settings for the filter. You can collapse and expand categories in the PivotTable, similar to collapsing or expanding categories in an outline. 12/2/2018

Sort, Filter, and Slice a PivotTable Figure 5.24 displays a Report Filter. 12/2/2018

Sort, Filter, and Slice a PivotTable Figure 5.25 displays a Group Filter. 12/2/2018

Format a PivotTable Basic formatting applied to PivotTables: Primary row labels formatted in bold Subtotals are bold Use PivotTable Tools Design tab to apply a PivotTable style and control: Font color Fill color Bolding Border lines To change the PivotTable style, click the More button in the PivotTable Styles group on the Design tab, and then choose a style from the gallery. You can select check boxes in the PivotTable Style Options group to modify the formatting as desired. 12/2/2018

Format a PivotTable Figure 5.37 displays the PivotTable Styles gallery. 12/2/2018

Create a PivotChart A PivotChart is a graphical representation of data in a PivotTable. You can create a PivotChart from a PivotTable or at the same time you create a PivotTable. Creating and customizing PivotCharts is similar to the methods used on regular charts. A PivotChart is interactive, meaning changes made in the associated PivotTable are immediately reflected in the PivotChart. To create a PivotChart, click inside the PivotTable, click the Options tab, and then click PivotChart in the Tools group. Choose a chart type, and then click OK. In the PivotTable Field List, the Row Labels area changes to Axis Fields, and the Column Labels area changes to Legend Fields when you select the PivotChart. To create the PivotTable and PivotChart at the same time, click the Insert tab, click the PivotTable arrow in the Tables group, and then select PivotChart. Select the desired options, and then click OK. Create the PivotTable. Excel builds the PivotChart as you create the PivotTable. 12/2/2018

Reminder Homework #1 is due on 02/08/13 by 11:59 P.M MyITLab Lesson B due on 02/11/13 by 11:59 P.M 12/2/2018

Questions? 12/2/2018