1. In Business Series © Prentice Hall 2007 1 Microsoft Office Excel 2007 In Business Core Chapter 5 Presenting Information with Charts

2. In Business Series © Prentice Hall 2007 2 Chapter Introduction  Why Do I Need This  What’s Wrong with This Spreadsheet  Review & Challenge Questions  Skills Exam  Excel Skill Sets  Creating Charts  Formatting Charts  Advanced Chart Options  Common Mistakes  Quick References  Video Workshops

3. In Business Series © Prentice Hall 2007 3 Creating Charts  Column Charts (Data Comparisons)  Stacked Column Charts (Percent to Total Over Time)  Line Charts (Trends Over Time)  Pie Charts (Percent to Total)

4. In Business Series © Prentice Hall 2007 4 Column Charts Data Comparisons  Most common chart type used to present business data.  Can compare data at a specific point in time  Can show how this comparison changes over a period of time  Creating a chart in Excel typically involves five steps.

5. In Business Series © Prentice Hall 2007 5 Column Charts (cont.)  Uses automobile sales data from Figure 5.1  SUVs generated the most unit sales  Bars appear in tallest to shortest order  Values in column B of Figure 5.1 are sorted in descending order

6. In Business Series © Prentice Hall 2007 6 Stacked Column Charts Percent to Total Over Time  Similar to a regular column chart in that it uses vertical bars to display data  Shows the proportion or percentage each category contributes to a total  Can be used to show how this relationship changes over time

7. In Business Series © Prentice Hall 2007 7 Line Charts Trends Over Time  Effectively shows data trends over a period of time

8. In Business Series © Prentice Hall 2007 8 Pie Charts Percent to Total  Show the percent to total comparison for various data categories  Not effective in showing a percent to total change over time  Mostly used to show how several components make up a total for one specific point in time

9. In Business Series © Prentice Hall 2007 9 Creating Charts Summary  Video Workshop  Creating Charts  Analyzing Industry Statistics  Product Development

10. In Business Series © Prentice Hall 2007 10 Formatting Charts  Formatting can significantly enhance the appearance of charts  Chapter 2 showed how appropriate formatting can often make the difference between a mediocre and professional- looking spreadsheet  Same rule applies to charts

11. In Business Series © Prentice Hall 2007 11 Titles and Legends  Help the user identify the information set forth in the chart  To increase readability, adjustments may need to be made  There are many ways to apply formatting commands to any area of a chart  The best method to use ultimately depends on your preference and needs

12. In Business Series © Prentice Hall 2007 12 Plot Area and Data Series  Changes to both areas can make a significant difference in the appearance of the data that is being displayed.

13. In Business Series © Prentice Hall 2007 13 X- and Y-Axes Labels  The labels for the horizontal (X) and vertical (Y) axes frequently require formatting.  Appearance of either the X- or Y-axis can be changed by clicking it once and using the icons in the Home and Format tabs  Other important changes

14. In Business Series © Prentice Hall 2007 14 Adding Annotations and Objects  Additional enhancements such as annotations, callouts, or other shapes may be needed to help convey or clarify information.

15. In Business Series © Prentice Hall 2007 15 Adding Annotations and Objects (cont.)  Besides text boxes, other objects can be added to a chart, such as lines, arrows, circles, callout boxes  These objects can be found in the Layout tab of the Chart Tools section on the Ribbon

16. In Business Series © Prentice Hall 2007 16 Formatting Charts Summary  Video Workshops  Formatting Charts  Adding Annotations and Objects to Charts  Charting Stocks versus the Dow Jones Industrial Average  Formatting Enhancements

17. In Business Series © Prentice Hall 2007 17 Advanced Chart Options  When cell locations are used to define source data, charts will automatically adjust when source data is changed  Feature makes charts useful for visually studying data trends  Non adjacent cells can be data sources  Pasting of Excel charts into Word documents or PowerPoint slides

18. In Business Series © Prentice Hall 2007 18 Defining the X- and Y-Axes Manually  Non-contiguous columns are needed  Manually define the labels shown on the X-axis and the values shown on the Y- axis

19. In Business Series © Prentice Hall 2007 19 The Scatter Plot Chart  Example uses Law of Supply and Demand  Key question  How much will demand increase or decrease when the price of a product is changed  Scatter plot chart will place a marker for each beverage in the plot area based on its price and quantity demanded  For each data series, or each beverage, the value for both the X-axis and Y-axis must be defined

20. In Business Series © Prentice Hall 2007 20 Scatter Plot Chart (cont.)  Figure 5.47 (top)  Input boxes for defining both axes  Figure 5.48 (bottom)  Name of each data series is listed  Unique marker is displayed for each beverage in the plot area

21. In Business Series © Prentice Hall 2007 21 Pasting Charts into Other Applications  Paste Special dialog box  Helps to ensure that the slide will retain all attributes applied in PowerPoint  Chart will appear in the slide after you select the Picture (Enhanced Metafile) option and click the OK button

22. In Business Series © Prentice Hall 2007 22 Pasting Charts (cont.)  Figure 5.55 (top)  Shows final PowerPoint slide with chart  Notice additional features  Figure 5.56 (bottom)  Shows chart pasted into Word document  Uses Paste Special and Picture, Enhanced Metafile option

23. In Business Series © Prentice Hall 2007 23 Advanced Chart Options Summary  Video Workshops  Scatter Plot Charts  Pasting Charts into Word  Analyzing Supply and Demand  Strategy Presentation

24. In Business Series © Prentice Hall 2007 24 Chapter Summary  Excel in Practice Anecdote  Review Questions  Skills Exam  Challenge Questions