© 2008 The McGraw-Hill Companies, Inc. All rights reserved. EXCEL 2007 THE PROFESSIONAL APPROACH S E R I E S M I C R O S O F T ® O F F I C E Lesson 9 Building Charts

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 2 Lesson Objectives View and print charts. Work with chart elements. Create charts. Edit chart data. Use images, gradients, and textures for a data series. Create a combination chart.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 3 Viewing and Printing a Chart A selected chart is surrounded by a light background frame. The selection handles appear as three or four dots arranged in a line or triangle shape. The data for the chart is usually outlined in the worksheet when the chart is selected.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 4 Viewing and Printing a Chart Selected chart Plotted data

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 5 Viewing and Printing a Chart When the chart is selected, you can print it by itself. When the chart is not selected, the chart and its data print on the same sheet.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 6 Working with Chart Elements Gridlines Horizontal (category) axis Vertical (value) axis

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 7 Working with Chart Elements Plot Area (wall with gridlines) Data point (each column) Data series (all columns) Chart Area (white background bounded by frame)

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 8 Changing the Chart Layout Select the chart and choose a new layout from the gallery.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 9 Changing the Chart Style The Chart Styles gallery has color and effect variations based on the document theme.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 10 Formatting Chart Objects In addition to the Chart Tools command tabs, you can use the Mini toolbar to format some chart objects.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 11 Using the Shape Styles Gallery Shape styles include preset outline, fill, and effects for a chart’s data series.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 12 Setting Shape Effects Shape effects include shadows and bevels. These effects can be used in addition to the Styles Gallery or instead of it.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 13 Creating Charts What data should be used in the chart? What type of chart is best for that data? When you create your own chart, there are two questions that you should consider.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 14 Creating Charts 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).

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 15 Creating Charts 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 16 Creating Charts Pie charts show one data series and compare the sizes of each part of a whole. Pie charts should have six or fewer data points to be easy to interpret. A pie chart can use 3-D effects and can show exploded slices.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 17 Creating Charts 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 18 Creating Charts 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 19 Creating Charts Scatter charts are used to show relationships between two values, such as comparing additional advertising to increased sales. Scatter charts do not have a category; both axes show numbers/values.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 20 Creating Charts 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 more multiple data series in concentric rings.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 21 Creating Charts 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 22 Editing a Single Column While the British Columbia data point (column) is selected, you can change only its color.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 23 Editing a Single Data Point Formatting changes would affect only the Alberta slice.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 24 Moving a Chart An object chart can be moved to its own sheet, or a chart sheet can be moved to the worksheet.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 25 Editing Chart Data Adding the Ontario data point to the pie chart.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 26 Editing Chart Data By keying another column of values, you would be able to add a second data series to a related chart.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 27 Using 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 28 Using an Image The image can be stretched, scaled, or both to fit the shape.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 29 Using a Gradient A gradient is a blend of colors. There are preset gradients, and you can build your own.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 30 Using a Texture

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 31 Creating a Combination Chart A combination chart with two chart types and a secondary axis

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 32 Summary Charts can be objects in a worksheet, or they can be separate chart sheets. A chart is linked to the data that it is plotting. If the data is edited, the chart reflects the changes. A chart includes many individual elements that can be formatted and edited. Right-click a chart element to see its shortcut menu.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 33 Summary Charts show data series, which are the chart’s values. A pie chart can have only one series, but other types of charts can show multiple data series. You can make many chart changes directly on the chart. If you select data and press [F11], Excel creates an automatic column chart sheet. Excel’s standard types of business charts include bar, column, line, and pie charts.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 34 Summary Move a chart by selecting it and dragging it. Size a chart by dragging one of its selection handles. After a chart is created, you can add a data point or an entire series to it. 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.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 35 Summary You can apply effects to the shapes used in a chart to include shadows, glows, bevels, and more. A combination chart has at least two series and uses different chart types for each series. Some combination charts use a single chart type but a secondary axis because the series values are disproportionate.