Building Worksheet Charts Lesson 7 Building Worksheet Charts

Objectives 1 2 7 3 4 5 6 Use the Chart Tools Design tab. Use the Chart Tools Layout and Format tabs. 2 Create chart sheets and chart objects. 3 Edit the data source. 4 Format data series with images, gradients, and textures. 5 Create combination charts. 6 Insert sparklines. 7

Using the Chart Tools Design Tab Objective 1 Using the Chart Tools Design Tab

Using the Chart Tools Design Tab A chart is a visual representation of worksheet values.

Using the Chart Tools Design Tab A selected chart is surrounded by a rounded-corner frame. Selection handles appear as three or four dots arranged in a line or triangle shape on the frame border. The source data for the chart is outlined in the worksheet when the chart is selected.

Using the Selection and Visibility Pane Plotted data Selection pane Selected chart

Using the Chart Tools Design Tab Chart layout determines what objects are included in the chart.

Using the Chart Tools Design Tab Chart style sets the color and effects.

Using the Chart Tools Layout and Format Tabs Objective 2 Using the Chart Tools Layout and Format Tabs

Using the Chart Tools Layout and Format Tabs Shape styles include preset outline, fill, and effects for the selected chart object. Selected object

Using the Chart Tools Layout and Format Tabs When a chart object is selected, you can open its Format dialog box. Vertical axis is selected

Using the Chart Tools Layout and Format Tabs Chart objects can have fill, including gradients.

Using the Chart Tools Layout and Format Tabs In addition to the Chart Tools command tabs, you can use the Mini toolbar to format text within a chart object.

Creating Chart Sheets and Chart Objects Objective 3 Creating Chart Sheets and Chart Objects

Creating Chart Sheets and Chart Objects When deciding whether to use a chart for your data, consider these questions: Will a chart aid in analysis of the data? What data should be used to build a meaningful chart? What type of chart is best for that data?

Creating Chart Sheets and Chart Objects A chart sheet is a chart that is located on its own sheet in the workbook. A chart object appears on the same worksheet as the data. It may be called an embedded chart.

Creating Chart Sheets and Chart Objects Column charts show how values change over a period of time or make comparisons among items. They can be prepared with 3-D effects or stacked columns. Categories are on the horizontal axis (x), and values are on the vertical axis (y).

Creating Chart Sheets and Chart Objects Line charts show trends in data over a period of time. They emphasize the rate of change. Lines can be stacked and can show markers, a symbol that indicates a single value. 3-D effects are available.

Creating Chart Sheets and Chart Objects Pie charts show one data series and compare the sizes of each part of a whole. Pie charts should have seven or fewer data points (slices) to be easy to interpret. A pie chart can use 3-D effects and can show exploded slices.

Creating Chart Sheets and Chart Objects Bar charts illustrate comparisons among items or show individual figures at a specific time. Categories are on the vertical axis (y). Values are on the horizontal axis (x). The shape can also be a cone, a cylinder, or a pyramid.

Creating Chart Sheets and Chart Objects Area charts look like colored-in line charts. They show the rate of change and emphasize the magnitude of the change. 3-D effects are available.

Creating Chart Sheets and Chart Objects Scatter charts show relationships between two values, such as money spent on additional advertising and increased sales dollars. Scatter charts do not have a category; both axes show numbers/values .

Creating Chart Sheets and Chart Objects Stock charts are often called “high-low-close charts.” They use three series of data in high, low, close order. Surface charts illustrate optimum combinations of two sets of data. They show two or more series on a surface. Doughnut charts compare the sizes of parts and show the relative proportion of the whole. A doughnut chart can show multiple data series in concentric rings.

Creating Chart Sheets and Chart Objects Bubble charts compare sets of three values. They are like scatter charts with the third value displayed as the size of the bubble. Radar charts show the frequency of data relative to a center point and to other data points. There is a separate axis for each category, and each axis extends from the center. Lines connect the values in a series.

Editing the Data Source Objective 4 Editing the Data Source

Editing the Data Source The data source for a chart are the worksheet rows and columns used to build the chart. Changes made to values or labels within the original data source range are automatically reflected in the chart.

Adding a Data Point A data point is one value (with its label) in the data series. The Exhibition Sales label and slice will be added to the pie chart.

Adding a Data Series By keying another column of values, you can add a second data series to a chart. A second set of columns will be added to this chart for the Kallie frames.

Adding a Data Series If the chart is on a separate sheet, add another column by using the Select Data Source dialog box.

Formatting Data Series with Images, Gradients, and Textures Objective 5 Formatting Data Series with Images, Gradients, and Textures

Formatting Data Series with Images, Gradients, and Textures You can use an image, a gradient, or a texture for the fill of a chart shape (the bar, the column, the pie slice). When using these types of fills, it is best to use a 2-D chart style.

Using an Image The image can be stretched, scaled, or both to fit the shape.

Using a Gradient A gradient is a blend of colors. There are preset gradients, and you can build your own.

Using a Texture

Creating Combination Charts Objective 6 Creating Combination Charts

Creating Combination Charts A combination chart with two chart types

Creating Combination Charts A combination chart with two chart types and a secondary axis

Objective 7 Inserting Sparklines

Inserting Sparklines A sparkline is a mini-chart in its own cell next to the data. Sparklines are objects and can be formatted from the Sparkline Tools Design tab.

Summary Charts may be objects in a worksheet, or they may be separate chart sheets. A chart is linked to the data that it plots. When that data is edited, the chart reflects the changes. A chart includes many individual elements that can be formatted and edited.

Summary There are three Charts Tools command tabs: Design, Layout, and Format. The Selection and Visibility pane aids in selecting and layering objects, such as charts, in a worksheet. The chart layout specifies where various elements are positioned. The layout can be changed at any time.

Summary Move a chart object by selecting it and dragging it. Size a chart object by dragging one of its selection handles. After a chart is created, you can add or delete data points and/or an entire data series. There are various labels that can be placed on a chart including a title, data labels, axes labels, a legend, or a data table.

Summary Although charts typically use solid color for columns, slices, and bars, you can use images, textures, or gradients to add visual appeal to your charts. There are preset gradients with multiple color stops. You can edit them or create your own gradients by adding and removing color stops.

Summary Combination charts have at least two series and use different chart types for each series. Some combination charts use a secondary axis, because the values for data being plotted are disproportionate. Sparklines are charts within cells. They can use lines or columns to graph a data range on the worksheet.