Progress and Outcome Measures - Part 3 Progress and Outcome Measures Part 3, Slide 1Copyright © 2004, Jim Schwab, University of Texas at Austin

Measuring Progress over Time In this exercise, we will use our progress data in two other ways. First, we will create a table and chart that compares an individual client to the average for all clients, so that we get some basis for evaluating how an individual client is progressing. Our solution is subject to the criticism that the individual client we are comparing is also included in the group that makes up the averages for all clients. If we had a small group of clients, or if the particular client were very different from others (a statistical outlier), or if greater precision were needed, we can do the additional work of computing the averages for all clients other than the one we are comparing. As a generic measure, it is probably accurate enough not to separate each individual. Second, we will create a table and chart that show the progress measures averaged for subgroups within the client data base. I will use the same grouping variable, conservator, that I have used for other comparisons. The question behind such a comparison often is the issue of setting priorities and rationing services when not all potential clients can receive services, i.e. who can make best use of the available resources. Progress and Outcome Measures Part 3, Slide 2Copyright © 2004, Jim Schwab, University of Texas at Austin

Select PivotTable Report for Progress Measure First, select a cell within the list, e.g. A1, on the Progress worksheet. Second, select the PivotTable and PivotChart Report command from the Data menu to open the PivotTable and PivotChart Wizard dialog box. In this report, we want to compare an individual’s progress to the average of progress scores over the 8 review periods for all clients. Progress and Outcome Measures Part 3, Slide 3Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 1: verify the source of data and kind of report Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and kind of report to create. Click on the Next button. Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and kind of report to create. Click on the Next button. Progress and Outcome Measures Part 3, Slide 4Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 2: verify the location of the data for the table Excel shows the range as the entire list, including the row for the headers. The outcome data is in cells A1 through C121. Since the list is the data source, click on the Next button to go to Step 3. Progress and Outcome Measures Part 3, Slide 5Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 2: choose to use the same source data - 1 Excel created its own copy of the data used for the first pivot table. We can use that source if we choose so we do not make a second internal copy of the data which would increase the size of the application. Click on the Yes button to reuse the source data. Progress and Outcome Measures Part 3, Slide 6Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 2: choose to use the same source data - 2 Since the third pivot table we created contains the original copy of the progress data, we choose it. (The first two pivot tables contain outcome data.) Click on the Next button to reuse the source data for pivot table 3 and go to Step 3. Progress and Outcome Measures Part 3, Slide 7Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 3: locate the table on the output worksheet We want to put all the pivot tables we create on the one worksheet named PivotTables, so we click on the Existing worksheet option button. Finally, click on the Finish button to complete the table. In the text box, we type the worksheet name and cell for the upper left corner of the pivot table, PivotTables!A36. Progress and Outcome Measures Part 3, Slide 8Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding review number to the table as the row variable Hold the mouse button down on the icon by the Review variable, drag the icon to the left and drop it on the section of the table marked Drop Row Fields Here. Progress and Outcome Measures Part 3, Slide 9Copyright © 2004, Jim Schwab, University of Texas at Austin

The pivot table with review as the row variable When Review was dropped as a row variable, Excel updated the pivot table, using the variable name as a header for the row variable, each category as a row in the table, and including grand total as the last row in the table. Progress and Outcome Measures Part 3, Slide 10Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding ID to the table as the column variable Hold the mouse button down on the icon by the ID variable, drag the icon to the left and drop it on the section of the table marked Drop Column Fields Here. To get progress measures for each individual client and the average for all clients, we do a breakdown using individual client id as the column variable. Progress and Outcome Measures Part 3, Slide 11Copyright © 2004, Jim Schwab, University of Texas at Austin

The pivot table with ID as the column variable When ID was dropped as a column variable, Excel updated the pivot table, using the variable name as a header for the column variable, each category as a column in the table, and including grand total as the last column in the table. Progress and Outcome Measures Part 3, Slide 12Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding progress score to the table as the data item Hold the mouse button down on the icon by the Progress Score variable, drag the icon to the left and drop it on the section of the table marked Drop Data Items Here. Progress and Outcome Measures Part 3, Slide 13Copyright © 2004, Jim Schwab, University of Texas at Austin

Converting the sum of progress score to average In the data area of the table, we now have Sum of Progress Score in the table. We want to convert the sums to the averages. First, right click on cell A36 that contains Sum of Progress Score. Second, select Field Settings from the popup menu. Progress and Outcome Measures Part 3, Slide 14Copyright © 2004, Jim Schwab, University of Texas at Austin

Change sum to average in PivotTable Field dialog box First, click on Average to select it. Note that the Name text box above the list will change automatically to Average of Progress Score. Second, select OK to apply the change. When the PivotTable Field dialog box initially opens, the Summarize by list box show Sum as selected. We will change the Summarize by list box to the statistic we want. Progress and Outcome Measures Part 3, Slide 15Copyright © 2004, Jim Schwab, University of Texas at Austin

Copy the table to the clipboard The table now contains the average for each combination of ID and review number. Our next task is to copy the table to the Progress and Outcomes worksheet. The table now contains the average for each combination of ID and review number. Our next task is to copy the table to the Progress and Outcomes worksheet. First, select the cells of the table, A37 through Q46. Second, click on the Copy tool button to copy the table to the clipboard. Progress and Outcome Measures Part 3, Slide 16Copyright © 2004, Jim Schwab, University of Texas at Austin

Paste table to progress and outcomes worksheet Second, click on the Paste tool button to put the clipboard copy of the table on the worksheet. First, navigate to the Progress and Outcomes worksheet and select cell A70. Progress and Outcome Measures Part 3, Slide 17Copyright © 2004, Jim Schwab, University of Texas at Austin

Add and format a title to the table We can add a title to the table and format it. Select cell A69 and type in a new title Progress Score by Review Period for All Clients. Bold the title of the table. Select cell A69 and type in a new title Progress Score by Review Period for All Clients. Bold the title of the table. Progress and Outcome Measures Part 3, Slide 18Copyright © 2004, Jim Schwab, University of Texas at Austin

Change row title to 'Average All Periods' Select cell A79 and type in a new title Average All Periods. Progress and Outcome Measures Part 3, Slide 19Copyright © 2004, Jim Schwab, University of Texas at Austin

Change column title to 'All Clients' Select cell Q70 and type in a new title All Clients. Progress and Outcome Measures Part 3, Slide 20Copyright © 2004, Jim Schwab, University of Texas at Austin

Remove extra decimal places from all client averages If necessary, remove extra decimal places from the averages by clicking on the Decrease Decimal tool button. First, select cells Q71 through Q79 which contain the averages for which we want to reduce the number of decimals. Second, click on the Decrease Decimal tool button as many times as needed to decrease the number of decimal places to two. Progress and Outcome Measures Part 3, Slide 21Copyright © 2004, Jim Schwab, University of Texas at Austin

A line chart comparing client 1005 to all clients We will draw a line chart to compare the progress scores for client 1005 to the average scores by period for all clients. We want to draw a line chart, but not the way Excel draws it. We will use an XY (Scatter) chart instead. First, drag select the cells containing the review periods, A70 to A78, the progress scores for client 1005, F70 through F78, and average progress for all clients, cells Q70 through Q78. Second, open the Chart tool bar and select the XY (Scatter) Chart as the type of chart to create. After the basic scatter chart has been created, close the Chart tool bar. Progress and Outcome Measures Part 3, Slide 22Copyright © 2004, Jim Schwab, University of Texas at Austin

Position the chart Move the chart so that its top, left corner is in the upper left corner of cell A80. Progress and Outcome Measures Part 3, Slide 23Copyright © 2004, Jim Schwab, University of Texas at Austin

Resize the chart Scroll down the worksheet so that the top of the chart in cell A80 is at the top of the window. Resize the chart on the worksheet by dragging its handles. Progress and Outcome Measures Part 3, Slide 24Copyright © 2004, Jim Schwab, University of Texas at Austin

Add lines to connect the data points The default XY (Scatter) chart does not connect the data points with lines. We will change the chart type to add the lines. Right click on the chart area, and select Chart Type from the popup menu. Progress and Outcome Measures Part 3, Slide 25Copyright © 2004, Jim Schwab, University of Texas at Austin

Make chart scatter with data points connected by lines In the Chart Type dialog box, click on the thumbnail sketch of a scatter chart with data points connected by lines. Click on the OK button to change the chart type. Progress and Outcome Measures Part 3, Slide 26Copyright © 2004, Jim Schwab, University of Texas at Austin

Position the legend at top of chart We need the legend to identify the two lines, but they would be better positioned at the top or bottom of the chart. We will position the legend at the top of the chart. Double click on the legend to open the Format Legend dialog box. Progress and Outcome Measures Part 3, Slide 27Copyright © 2004, Jim Schwab, University of Texas at Austin

Set the placement of legend to top of chart Mark the Top option button. Click on the OK button to apply the change. Click on the Placement tab to access the options for positioning the legend. Progress and Outcome Measures Part 3, Slide 28Copyright © 2004, Jim Schwab, University of Texas at Austin

Add a title to the chart and to the axes Right click on the chart and select Chart Options from the popup menu. Click on the Titles tab. Right click on the chart and select Chart Options from the popup menu. Click on the Titles tab. First, click in the Chart title text box and type Progress Score by Review Period as the chart title. After a slight delay, Excel adds the chart title to the thumbnail sketch of the chart. Second, select the Value (X) axis text box and type Review Period. Third, select the Value (Y) axis text box and type Progress Score. Progress and Outcome Measures Part 3, Slide 29Copyright © 2004, Jim Schwab, University of Texas at Austin

Reduce the size of the title font Select the chart title and reduce the size of the text to 12 point Bold Arial. Progress and Outcome Measures Part 3, Slide 30Copyright © 2004, Jim Schwab, University of Texas at Austin

Reduce the size of the title font for the axes Select the vertical axis title and reduce the size of the text to 10 point Bold Arial. Select the horizontal axis title and reduce the size of the text to 10 point Bold Arial. Progress and Outcome Measures Part 3, Slide 31Copyright © 2004, Jim Schwab, University of Texas at Austin

Format the font for the data labels and axes Format the labels on both axes so that they are displayed in 8 point, Arial Bold. Progress and Outcome Measures Part 3, Slide 32Copyright © 2004, Jim Schwab, University of Texas at Austin

Reduce the size of the font for the legend Select the legend and reduce the size of the text to 8 point Bold Arial. Progress and Outcome Measures Part 3, Slide 33Copyright © 2004, Jim Schwab, University of Texas at Austin

Clear the plot area background color Right click on the Plot Area of the line chart and select Clear from the popup menu. This will clear the gray background color from the plot area. We will keep the grid lines for this chart to support estimating the scores for each line. We will not add data labels because it would make the chart area too busy. Progress and Outcome Measures Part 3, Slide 34Copyright © 2004, Jim Schwab, University of Texas at Austin

Add a discussion text box at the base of the chart To add a discussion text box for the bar chart, click on the Text Box tool button and click an insertion point at the base of the chart. Type the text in the text box: Case 1005 began with below average progress scores, but was above average at the end of two years. The chart for the Progress Score by Review Period is now complete. Progress and Outcome Measures Part 3, Slide 35Copyright © 2004, Jim Schwab, University of Texas at Austin

Prevent chart re-sizing when rows/columns change First, double click on the chart to open the Format Chart Area dialog box and select the Properties tab. Second, mark the Move but don’t size with cells option button on the Object positioning panel. Click on the OK button to apply the change. Nothing changes in the appearance of the chart, but if you change the width of a column, you will see that the chart moves rather than re-sizes. Click on the OK button to apply the change. Nothing changes in the appearance of the chart, but if you change the width of a column, you will see that the chart moves rather than re-sizes. We will prevent the chart from being re-sized when we change the width or height of columns on the worksheet. Progress and Outcome Measures Part 3, Slide 36Copyright © 2004, Jim Schwab, University of Texas at Austin

Set the option to move text box without re-sizing Similarly, the text box will re-size with changed in row and column size unless we tell Excel otherwise. First, select the textbox as a text box and right click. Select the Format Text Box item on the popup menu and click on the Properties tab. Second, mark the Move but don't size with cells option button on the Object positioning panel on the Properties tab. Click on the OK button. Nothing changes in the appearance of the text box, but if you change the width of a column, you will see that the text box moves rather than re-sizes. Click on the OK button. Nothing changes in the appearance of the text box, but if you change the width of a column, you will see that the text box moves rather than re-sizes. Progress and Outcome Measures Part 3, Slide 37Copyright © 2004, Jim Schwab, University of Texas at Austin

Create a Table for Progress by Conservator When we did a breakdown of outcome measures by conservator, we had to add the conservator data to the outcomes worksheet. We need to do the same thing to create a table of average progress scores by conservator. To get our demographic data into our outcomes worksheet, we use the VLOOKUP function that we used previously for comparing outcomes by conservator. Since we have id numbers in both the demographics and outcomes worksheets, we can use this as the basis for retrieving a child's conservator from the demographics worksheet. In effect, the lookup function will locate the child's id in the demographic database, and return the conservator for that specific child to the outcomes database. Progress and Outcome Measures Part 3, Slide 38Copyright © 2004, Jim Schwab, University of Texas at Austin

Add Conservator field name to Progress worksheet First, in cell D1 of the Progress worksheet, add the Conservator field name. Second, autofit the width of column D so that the full header is visible. Excel automatically adds to the list field names that are entered adjacent to the list. If we do not want this field permanently added to the list, we can delete it when we are finished. Progress and Outcome Measures Part 3, Slide 39Copyright © 2004, Jim Schwab, University of Texas at Austin

Using Excel's function wizard We will use Excel's function wizard to create the VLOOKUP function that will add conservator to the list on the progress worksheet. First, select cell D2 as the destination where we will store the result of the VLOOKUP function. Second, select the Function command from the Insert menu. Progress and Outcome Measures Part 3, Slide 40Copyright © 2004, Jim Schwab, University of Texas at Austin

Locate the VLOOKUP function by searching We will search for the VLOOKUP function. The VLOOKUP function name will appear in the Select a function list box. Click on the OK button access the dialog box where the function arguments are entered. First, type VLOOKUP in the Search for a function text box. Second, click on the Go button. Progress and Outcome Measures Part 3, Slide 41Copyright © 2004, Jim Schwab, University of Texas at Austin

The arguments for the VLOOKUP function - 1 The Lookup_value for the first record in the database is ID 1001 in cell A2. The Table_array is all of the cells in the demographics database: Demographics!$A$1:$E$16. We include the $ signs so that the reference will stay the same when we copy the function to other cases in the database. The Table_array is all of the cells in the demographics database: Demographics!$A$1:$E$16. We include the $ signs so that the reference will stay the same when we copy the function to other cases in the database. Progress and Outcome Measures Part 3, Slide 42Copyright © 2004, Jim Schwab, University of Texas at Austin

The arguments for the VLOOKUP function - 2 The Col_index_num if the number of the column in which Conservator is located on the Demographics worksheet, column 4. Range_lookup is a true or false argument that tells Excel whether or not the table array is sorted by the first column. We will enter FALSE so that Excel looks for an exact match to the ID number. If the database were large, we would sort it first to reduce the time it takes VLOOKUP to find the correct record. Range_lookup is a true or false argument that tells Excel whether or not the table array is sorted by the first column. We will enter FALSE so that Excel looks for an exact match to the ID number. If the database were large, we would sort it first to reduce the time it takes VLOOKUP to find the correct record. Having filled in all of the arguments, we click on the OK button to continue. Progress and Outcome Measures Part 3, Slide 43Copyright © 2004, Jim Schwab, University of Texas at Austin

The results of the VLOOKUP function The lookup function entered Parent in cell D2. Excel picked Parent because it matched the ID in cell Progress!A2 to the ID in cell Demographics!A2, and returned the entry from column 4 of the list on the Demographics worksheet. Progress and Outcome Measures Part 3, Slide 44Copyright © 2004, Jim Schwab, University of Texas at Austin

Copy the VLOOKUP function to the other cells We will fill the remaining records with the VLOOKUP function. First, drag select cells D2 through D121. Second, select the Fill > Down command from the Edit menu. Progress and Outcome Measures Part 3, Slide 45Copyright © 2004, Jim Schwab, University of Texas at Austin

The conservator data on the progress worksheet We now have the conservator data on the same worksheet with progress, so we can create the pivot table and chart. Progress and Outcome Measures Part 3, Slide 46Copyright © 2004, Jim Schwab, University of Texas at Austin

Create a pivot table for Progress score by Conservator We now have the conservator data on the same worksheet with progress scores, so we can create the pivot table and chart. First, select cell A2 to use the list as the data source for the pivot table. Second, select the PivotTable and PivotChart Report command from the Data menu. Progress and Outcome Measures Part 3, Slide 47Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 1: verify the source of data and kind of report Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and Kind of report to create. Click on the Next button. Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and Kind of report to create. Click on the Next button. Progress and Outcome Measures Part 3, Slide 48Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 2: verify the location of the data for the table Excel shows the range as the entire list, including the row for the headers, A1 through D121. Selecting the entire table will enables us to choose any field in the list for our table in a later step. Since the list is the data source, click on the Next button to go to Step 3. Progress and Outcome Measures Part 3, Slide 49Copyright © 2004, Jim Schwab, University of Texas at Austin

Step 3: locate the table on an existing worksheet Finally, click on the Finish button to complete the table. In the text box, we type the worksheet name and cell for the upper left corner of the pivot table, PivotTables!A50. This will position this table below the other pivot tables we created. On step 3 of the PivotTable and PivotChart Wizard, we indicate the destination worksheet for the report. Progress and Outcome Measures Part 3, Slide 50Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding outcome to the table as the row variable Excel automatically navigates to the worksheet containing the completed pivot table for breakdown of progress scores by conservator. Hold the mouse button down on the icon by the Review variable, drag the icon to the left and drop it on the section of the table marked Drop Row Fields Here. Progress and Outcome Measures Part 3, Slide 51Copyright © 2004, Jim Schwab, University of Texas at Austin

The pivot table with review period as the row variable When Review was dropped as a row variable, Excel updated the pivot table, using the variable name as a header for the row variable, each category as a row in the table, and including grand total as the last row in the table. Progress and Outcome Measures Part 3, Slide 52Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding conservator to table as column variable Hold the mouse button down on the icon by the Conservator variable, drag the icon to the left and drop it on the section of the table marked Drop Column Fields Here. Progress and Outcome Measures Part 3, Slide 53Copyright © 2004, Jim Schwab, University of Texas at Austin

The pivot table with conservator as column variable When Conservator was dropped as a column variable, Excel updated the pivot table, using the variable name as a header for the column variable, each category as a column in the table, and including grand total as the last column in the table. Progress and Outcome Measures Part 3, Slide 54Copyright © 2004, Jim Schwab, University of Texas at Austin

Adding progress score to the table as the data item Hold the mouse button down on the icon by the Progress Score variable, drag the icon to the left and drop it on the section of the table marked Drop Data Items Here. Progress and Outcome Measures Part 3, Slide 55Copyright © 2004, Jim Schwab, University of Texas at Austin

Converting the sum of progress score to average In the data area of the table, we now have Sum of Progress Score in cell A50. We want to convert the sum to the average progress score. First, right click on cell A50 that contains Sum of Progress Score. Second, select Field Settings from the popup menu. Progress and Outcome Measures Part 3, Slide 56Copyright © 2004, Jim Schwab, University of Texas at Austin

The PivotTable Field dialog box Second, click on the OK button to complete the change. First, click on Average to select it. Note that the Name text box above the list will change automatically to Average of Progress Score. When the PivotTable Field dialog box initially opens, the Summarize by list box show Sum as selected. We will change the Summarize by list box to the statistic we want. Progress and Outcome Measures Part 3, Slide 57Copyright © 2004, Jim Schwab, University of Texas at Austin

Average progress scores in the table The entries in the row for each column are the newly computed average progress scores. Progress and Outcome Measures Part 3, Slide 58Copyright © 2004, Jim Schwab, University of Texas at Austin

Copy the table to the clipboard Our next task is to copy the table to the Progress and Outcomes worksheet. First, select the cells of the table, A51 through E60. Second, click on the Copy tool button to copy the table to the clipboard. Progress and Outcome Measures Part 3, Slide 59Copyright © 2004, Jim Schwab, University of Texas at Austin

Copy the clipboard table to the client profile worksheet Second, click on the Paste tool button to put the clipboard copy of the table on the worksheet. First, navigate to the Progress and Outcomes worksheet and select cell A97. Progress and Outcome Measures Part 3, Slide 60Copyright © 2004, Jim Schwab, University of Texas at Austin

Remove extra decimal places from table entries Excel compute the averages to many decimal places. We want to retain only two decimal places First, select cells B98 through E106 which contain the computed averages for each conservator. Second, click on the Decrease Decimal tool button as many times as needed to reduce the number of decimal places to two. Progress and Outcome Measures Part 3, Slide 61Copyright © 2004, Jim Schwab, University of Texas at Austin

Add and format a title to the table We can add a title for the pivot table. Select cell A96 and type in a new title Average Progress Score by Review Period by Conservator. Bold the title of the table. Select cell A96 and type in a new title Average Progress Score by Review Period by Conservator. Bold the title of the table. Progress and Outcome Measures Part 3, Slide 62Copyright © 2004, Jim Schwab, University of Texas at Austin

Change default table titles Select cell A97 and type in a new title Review Period. Select cell E97 and type in a new title All Conservators and center it in the cell. Select cell A106 and type in a new title All Periods. Progress and Outcome Measures Part 3, Slide 63Copyright © 2004, Jim Schwab, University of Texas at Austin

Create chart for average progress by review period First, select the data for the chart, cells A97 through D105. Second, open the Chart tool bar and select the XY (Scatter) Chart as the type of chart to create. After the basic scatter chart has been created, close the Chart tool bar. We will use a line chart to show the average progress for each review period. Though Excel has a chart type called a Line chart, we will use the XY (Scatter) chart. Progress and Outcome Measures Part 3, Slide 64Copyright © 2004, Jim Schwab, University of Texas at Austin

Position the chart Move the chart so that its top, left corner is in the upper left corner of cell A107. Progress and Outcome Measures Part 3, Slide 65Copyright © 2004, Jim Schwab, University of Texas at Austin

Resize the chart Scroll down the worksheet so that the top of the chart in cell A107 is at the top of the window. Resize the chart on the worksheet by dragging its handles. Progress and Outcome Measures Part 3, Slide 66Copyright © 2004, Jim Schwab, University of Texas at Austin

Add lines to connect the data points The default XY (Scatter) chart does not connect the data points with lines. We will change the chart type to add the lines. Right click on the chart area, and select Chart Type from the popup menu. Progress and Outcome Measures Part 3, Slide 67Copyright © 2004, Jim Schwab, University of Texas at Austin

Make chart scatter with data points connected by lines In the Chart Type dialog box, click on the thumbnail sketch of a scatter chart with data points connected by lines. Click on the OK button to change the chart type. Progress and Outcome Measures Part 3, Slide 68Copyright © 2004, Jim Schwab, University of Texas at Austin

Add a title to the chart and to the axes Right click on the chart and select Chart Options from the popup menu. Click on the Titles tab. Right click on the chart and select Chart Options from the popup menu. Click on the Titles tab. First, click in the Chart title text box and type Progress by Conservator as the chart title. After a slight delay, Excel adds the chart title to the thumbnail sketch of the chart. Second, select the Value (X) axis text box and type Review Period. Third, select the Value (Y) axis text box and type Average Progress Score. Progress and Outcome Measures Part 3, Slide 69Copyright © 2004, Jim Schwab, University of Texas at Austin

Position the legend at top of chart We need the legend to identify the three conservators, but it would be better positioned at the top or bottom of the chart. We will position the legend at the top. Double click on the legend to open the Format Legend dialog box. Progress and Outcome Measures Part 3, Slide 70Copyright © 2004, Jim Schwab, University of Texas at Austin

Set the placement of legend to top of chart Click on the Placement tab and mark the Top option button. Click on the OK button to apply the change. Progress and Outcome Measures Part 3, Slide 71Copyright © 2004, Jim Schwab, University of Texas at Austin

Reduce the size of the title font Select the chart title and reduce the size of the text to 12 point Bold Arial. Progress and Outcome Measures Part 3, Slide 72Copyright © 2004, Jim Schwab, University of Texas at Austin

Reduce the size of the title font for the axes Select the vertical axis title and reduce the size of the text to 10 point Bold Arial. Select the horizontal axis title and reduce the size of the text to 10 point Bold Arial. Progress and Outcome Measures Part 3, Slide 73Copyright © 2004, Jim Schwab, University of Texas at Austin

Format the font for the legend and axes Format the legend and the labels on both axes so that they are displayed in 8 point, Arial Bold. Progress and Outcome Measures Part 3, Slide 74Copyright © 2004, Jim Schwab, University of Texas at Austin

Clear the plot area background color Right click on the Plot Area of the line chart and select Clear from the popup menu. This will clear the gray background color from the plot area. We will keep the grid lines for this chart to support estimating the scores for each line. We will not add data labels because it would make the chart area too busy. Progress and Outcome Measures Part 3, Slide 75Copyright © 2004, Jim Schwab, University of Texas at Austin

Add a discussion text box at the base of the chart To add a discussion text box for the bar chart, click on the Text Box tool button and click an insertion point at the base of the chart. Type the text in the text box: The clients placed by the agencies initially had higher progress measures than clients placed by parents, but clients placed by parents showed greater progress at the end of two years. The chart for the Progress by Conservator is now complete. Progress and Outcome Measures Part 3, Slide 76Copyright © 2004, Jim Schwab, University of Texas at Austin

Prevent chart re-sizing when rows/columns change First, double click on the chart to open the Format Chart Area dialog box and select the Properties tab. Second, mark the Move but don’t size with cells option button on the Object positioning panel. Click on the OK button to apply the change. Nothing changes in the appearance of the chart, but if you change the width of a column, you will see that the chart moves rather than re-sizes. Click on the OK button to apply the change. Nothing changes in the appearance of the chart, but if you change the width of a column, you will see that the chart moves rather than re-sizes. We will prevent the chart from being re-sized when we change the width or height of columns on the worksheet. Progress and Outcome Measures Part 3, Slide 77Copyright © 2004, Jim Schwab, University of Texas at Austin

Set the option to move text box without re-sizing Similarly, the text box will re-size with changed in row and column size unless we tell Excel otherwise. First, select the textbox as a text box and right click. Select the Format Text Box item on the popup menu and click on the Properties tab. Second, mark the Move but don't size with cells option button on the Object positioning panel on the Properties tab. Click on the OK button. Nothing changes in the appearance of the text box, but if you change the width of a column, you will see that the text box moves rather than re-sizes. Click on the OK button. Nothing changes in the appearance of the text box, but if you change the width of a column, you will see that the text box moves rather than re-sizes. Progress and Outcome Measures Part 3, Slide 78Copyright © 2004, Jim Schwab, University of Texas at Austin