1. 06. Excel Charts

2. File -> Open -> 06b-datastart.xlsx

3. Click on column header A to select the Date column

4. While holding Ctrl on your keyboard, click on column header E and F

5. Click on Insert -> Line -> 2-D Line

6. Displays a line graph of the indices both starting at 1,000

7. Right-Click with mouse on left axis and click on Format Axis

8. Choose Axis Options -> Major Unit Fixed 20000

9. Choose Number -> 0 Decimal places

10. Tick box for Use 1000 Separator

11. Click Close

12. Right-Click with mouse on X axis and click on Format Axis

13. Click on Number and change Format Code to yyyy

14. Click Add and then Close

15. Right-Click on Legend and click Format Legend…

16. Untick box which says Show the legend without overlapping the chart

17. Select Fill -> Solid Fill -> White

18. Select Border Color -> Solid Line -> Black

19. Click Close

20. Click on Legend and drag to empty space on top left

21. Right-Click on Plot Area and select Format Plot Area …

22. Select Fill -> Solid Fill -> White

23. Select Border Color -> Solid Line -> Black

24. Click Close

25. Right-click on Chart Area and select Format Chart Area …

26. Click Fill -> No Fill

27. Click Border Color -> No Line

28. Click Close

29. Now have a neatly formatted chart that can be copied to Word or Powerpoint

30. Custom Charts

31. Click on Chart

32. Click Design -> Save as Template

33. Save as CustomLineChart

34. Click Save

35. Click on Chart and press DEL on keyboard to delete

36. Click on column header A to select the Date column

37. While holding Ctrl on your keyboard, click on column header E and F

38. Click on Insert -> Line -> All Chart Types

39. Click on Templates and your custom chart

40. Click OK

41. Produces a chart using your template

42. Click on chart and press DEL on keyboard

43. Challenge: Create a scatter graph of returns

44. We often want to find how the daily changes in one company are related to changes in the S&P500

45. Type AppleReturn in H1

46. Type SPReturn in I1

47. In H3 type =(B3-B2)/B2

48. In I3 type =(C3-C2)/C2

49. Select cells H3 and I3 and press Ctrl+c on your keyboard

50. Paste formula down remainder of dataset

51. Click on column headers H and I

52. Click on Format -> Format Cells…

53. Click on Percentage -> 2 Decimal Places

54. Click OK

55. Click on column header A, then hold Ctrl on your keyboard and select columns H and I

56. Click on Insert -> Scatter

57. Click on Chart

58. Click on Layout -> Horizontal (Value) Axis

59. Click on Format Selection

60. Click on Axis Labels: Low

61. Click Close

62. Choose Layout -> Series “AppleReturn”

63. Click Format Selection

64. Choose Marker Options -> Built-in -> Size 3

65. Click Close

66. Choose Layout -> Series “SPReturn”

67. Click Format Selection

68. Click Marker Options -> Built-in -> Size 3

69. Click Close

70. File -> Save As -> 06c-datacompleted.xlsx

71. Challenge Format the rest of the graph to make it neater – Date format on axis – Legend – Plot area – Chart area Save as CustomScatterGraph