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Microsoft Office Excel 2016 for Mac
Introduction to Charts
Learning Technologies, Training & Audiovisual Outreach
University Information Technology Services
Copyright©2016KSUDivisionofUniversityInformationTechnologyServicesThisdocumentmaybedownloaded,printed,orcopiedforeducationalusewithoutfurtherpermissionoftheUniversityInformationTechnologyServicesDivision(UITS),providedthecontentisnotmodifiedandthisstatementisnotremoved.AnyusenotstatedaboverequiresthewrittenconsentoftheUITSDivision.ThedistributionofacopyofthisdocumentviatheInternetorotherelectronicmediumwithoutthewrittenpermissionoftheKSU-UITSDivisionisexpresslyprohibited.PublishedbyKennesawStateUniversity–UITS2016ThepublishermakesnowarrantiesastotheaccuracyofthematerialcontainedinthisdocumentandthereforeisnotresponsibleforanydamagesorliabilitiesincurredfromUITSuse.Microsoftproductscreenshot(s)reprintedwithpermissionfromMicrosoftCorporation.Microsoft,MicrosoftOffice,andMicrosoftWordaretrademarksoftheMicrosoftCorporation.
University Information Technology Services
Excel 2016 for Mac Introduction to Charts
TableofContentsIntroduction...............................................................................................................................................4
LearningObjectives....................................................................................................................................4
UsingRecommendedCharts......................................................................................................................5
InsertingaChart.........................................................................................................................................6
MostCommonlyUsedCharts.....................................................................................................................8
ColumnChart.........................................................................................................................................8
BarChart................................................................................................................................................9
LineChart...............................................................................................................................................9
PieChart...............................................................................................................................................10
ChartElements.........................................................................................................................................10
AddingChartElements.........................................................................................................................11
AdditionalChartElementsandModifyingtheDisplay.........................................................................13
ApplyingaPre-DefinedChartLayout.......................................................................................................15
ChartStyles..............................................................................................................................................16
ChartFormattingUsingtheFormatTab..................................................................................................18
SwitchingRowandColumnData.............................................................................................................19
ChangingtheChartType..........................................................................................................................20
MovingaChart.........................................................................................................................................21
SavingaChartasaTemplate...................................................................................................................22
AdditionalHelp.........................................................................................................................................23
Page4of23
IntroductionWorkbooksthatcontainalargeamountofdatacansometimesbehardtoanalyze.Chartsmakeiteasiertounderstandyourdata.ThisbookletexplainshowtousethemostcommonlyusedchartsinExcel.Youwilllearnthepartsofachartandhowtoaddchartelements,suchascharttitles,legends,anddatalabels,tomakeyourcharteasiertoread.
LearningObjectivesAfterreadingthisbooklet,youwillbeableto:
• Becomefamiliarwiththemostcommonlyusedtypesofcharts• Becomefamiliarwiththepartsofachart• Insertcharts• Editcharts• Formatcharts• Switchrowandcolumndata• Movecharts• Saveacharttemplate
Note:Thisdocumentfrequentlyreferstoright-click.Ifyourset-updoesnotincludeamousewithtwobuttons,Macuserscanconfiguretheirsingle-buttonmousetodoaright-clickbyaccessingtheSystemPreferences>Mousesettingsandsettingtheright-buttontoSecondaryButton.Right-clickcanalsobeenabledbyholdingControl +click(SeeFigure1).
Figure1-SetupRight-ClickonaMac
Page5of23
UsingRecommendedChartsTheRecommendedChartsbuttonisahelpfultoolthattakestheguessworkoutofselectingachart.Itdisplaysalistofchartsbestsuitedtorepresentyourdata.ThefollowingdescribeshowtocreateachartusingtheRecommendedChartsfeature:
1. IntheRibbon,clicktheInserttab(SeeFigure2).2. ClickRecommendedCharts(SeeFigure2).
Figure2-RecommendedCharts
3. TheRecommendedChartswindowwillappear.ThechartsthatExceldeterminesbestrepresentsyourdatawillbelistedinthewindow.
Figure3-RecommendedCharts
4. Clickthechartofyourchoice.5. Thechartwillappearontheactiveworksheet.
Note:IfyoudonotwanttousearecommendedchartfromtheRecommendedChartswindow,followtheinstructionsforInsertingaChart.
Page6of23
InsertingaChartThefollowinginstructionsexplainhowtoinsertachartintoyourworksheet:
1. Selecttherangeofcellsthatyouwanttouseinyourchart,includingcolumntitlesandrowlabels.
Figure4-SelectCells
2. OntheInserttab,gototheChartsgroup.
Figure5-ChartsGroup
3. Clickthedrop-downarrownexttothetypeofchartthatyouwanttouse.
Figure6-SelectChart
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4. Whenthemenuappears,clickthespecificchartstyleyouwanttouse.
Figure7-ClicktheChart
5. Thenewchartwillappearonyourworksheet.
Figure8-NewChart
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Youcanalsoinsertachartusingthefollowingsteps:
1. ClickInsertintheMenubar(SeeFigure9).2. ClickChart(SeeFigure9).3. Selectthecharttypeyouwanttousefromthedrop-downlist(SeeFigure9).
Figure9-InsertChart
MostCommonlyUsedCharts
Excelhasseveraldifferentchartsforyoutochoosefrom.Youcanchoosethechartthatbestrepresentsyourdata,makingiteasiertounderstand.BelowaresomeofthemostcommonlyusedExcelcharts.ColumnChartColumnChartsuseverticalbarstorepresentdata.Theycanbeusedformanydifferenttypesofdata,butaremostlyusedtocompareinformation.
Figure10-ColumnChart
Page9of23
BarChartBarChartsaresimilartocolumncharts,butusehorizontalbarsinsteadofverticalbarstorepresentthedata.
Figure11-BarChart
LineChartLineChartsarebestusedtoshowtrends.Eachdatapointisconnectedwithlines,whichmakesiteasiertoseewhethervaluesareincreasingordecreasingovertime.
Figure12-LineChart
Page10of23
PieChartPieChartsareusedtocompareproportions.Useittoshownumbersthatrelatetoalargersumandalwaysequal100%.
Figure13-PieChart
ChartElementsInordertotakefulladvantageoftheintendeduseofcharts,itisimportantthatyouunderstandthedifferentpartsofachart.Theseelements(andmore)canbeadded/removedfromyourchart.Thefollowingexplainsthedifferentpartsofacolumnchart:
1. ChartTitle-Thecharttitleshoulddescribewhatyourchartisillustrating(seeFigure14).2. DataSeries-AroworcolumnofnumbersinExcelthatareplottedinachart(seeFigure14).3. VerticalAxisTitle-Alsoknownasthey-axis,theverticalaxisistheverticalpartofthechart
thatnormallyshowsthevaluesofthecolumns(seeFigure14).4. HorizontalAxisTitle-alsoknownasthex-axis.Thehorizontalaxisisthehorizontalpartofthe
chartthatnormallyshowsthecategories(seeFigure14).5. Legend-Thelegendshowsthecolorthateachdataseriesrepresentonthechart
(seeFigure14).
Figure14–ChartElements
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AddingChartElementsAddingvariouselementstoyourchartprovidesfurtherdescriptivedetail.Eachelementcontainsvariousdisplayoptions,however,theprocesstoaddthemtoyourchartisvirtuallythesame.Thefollowinginstructionsexplainhowtoaddatitletoyourchart:
1. Selectthechartinyourworkbook.2. ClicktheChartDesigncontextualtab.
Figure15-DesignTab
3. ClickAddChartElement.
Figure16-AddChartElement
4. ClickChartTitle.
Figure17-ChartTitleElement
Page12of23
5. Fromtheresultingdrop-downmenu,selectthelocationforthetitle.
Figure18-ChartElementLocation
6. TheChartTitleplaceholderwillbeplacedinthelocationthatyouselected.Toeditthetitle,simplyhighlightthetextfieldtotypeoverthetext.
Figure19-ChartTitle
Page13of23
AdditionalChartElementsandModifyingtheDisplayEachcharttypehasselectedelementsaddedtothechartbydefault.Thefollowingexplainshowtoinsertadditionalelementstoyourchartandmodifythedisplayofthoseelements:
1. Selectthechartinyourworkbook.2. ClicktheChartDesigncontextualtab.
Figure20-DesignTab
3. ClickAddChartElement.
Figure21-AddChartElement
4. Whenthedrop-downmenuappears,selecttheelementthatyouwanttoadd.Inthisexample,AxisTitleshasbeenselected.Thearrowtotherightindicatesthatthereisanotherdrill-downtoselectthetypeand/orpositionoftheaxistitle.
Figure22-SelectElementtoAdd
Page14of23
5. Clickthedrop-downarrowtoviewalistofavailableoptions(SeeFigure23).6. Clickthetitletype/positionorMoreAxisTitleOptions…toviewalistofotheroptions
(SeeFigure23).
Figure23-TitleType/Position
7. TheAxisTitleisaddedtoyourchartforeditingandformatting.
Figure24-HorizontalAxisTitle
8. Toformattheelement,clicktheFormatcontextualtab(SeeFigure25).9. ClicktheFormatPanebutton(SeeFigure25).
Figure25-FormatPane
Page15of23
10. TheFormatAxisTitlewindowwillopentoprovideoptionstomodifythedisplayofyourtitleandtext.
Figure26-FormatAxisTitleWindow
Note:TheoptionsdisplayedintheFormatPanearebasedonthespecificchartelementselection.Additionaloptionsmaybeavailabledependingontheselection.
11. UsetheShapeFill,ShapeOutline,andShapeEffectsbuttonstomakechangestothetextbox.
ApplyingaPre-DefinedChartLayoutExcelhassomepre-definedchartlayoutsthatareavailableifyoudonotwanttoaddchartelementsindividually.
1. Selectthechartinyourworkbook.2. ClicktheChartDesigncontextualtab.
Figure27-DesignTab
Page16of23
3. OntheChartDesigntab,clicktheQuickLayoutbutton.
Figure28-QuickLayoutButton
4. Fromthedrop-downmenuthatappears,selectthelayoutofyourchoice.
Figure29-LayoutOptions
5. Theselectedlayoutwillbeappliedtoyourchart.
ChartStylesExcelhasseveralchartstylesthatallowyoutochangetheformattingofyourchart.Thefollowingexplainshowtochangethestyleofyourchart:
1. Selectthechartinyourworkbook.2. ClicktheChartDesigncontextualtab.
Figure30-DesignTab
Page17of23
3. IntheChartStylesgroup,selectthestyleofyourchoice.
Figure31-ChartStyles
4. Clickthearrowstoscrollleftandrightortoopenadrop-downlisttoviewmorestyles,thenselectthedesiredstyletoapply.
Figure32–MoreChartStyles
5. Thestyleselectedwillbeappliedtoyourchart.
Figure33-NewChartStyle
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ChartFormattingUsingtheFormatTabTheFormatcontextualtabcontainsausefuldrop-downboxtoallowyoutoeasilyselectelementsofthechartthatyouwanttomodify.Thefollowingexplainshowtousethedrop-downboxtoselecttheelementandusethetoolsontheRibbontocustomizeyourchart:
1. SelectyourChart.2. ClicktheFormatcontextualtab.3. Clickthedrop-downarrowtoviewamenuofelementoptionsavailabletoformat.
Figure34-ChartElementsSelection
4. Clicktheelementyouwouldliketoformat.Inthisexample,HorizontalAxishasbeenselected.
Figure35-ElementOptions
5. TheFormatAxiswindowopens,providingoptionstochangetheaxisparameters,tickmarandtextoptions.
Figure36-FormatAxisWindow
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SwitchingRowandColumnDataYoumayfeeltheneedtochangethewayyourcharthasgroupedyourdata.Forexample,inthefigurebelow,theflowersalesaregroupedbymonth.However,youcanswitchtherowsandcolumnssothatthechartwillgroupdatabythetypeofflower.Ineithercase,thechartwillhavethesamedata.
1. Selectthechartthatyouwanttomodify.
Figure37-SelectChart
2. FromtheChartDesigntab,selectSwitchRow/Column.
Figure38-SwitchRow/Column
3. Therowsandcolumnswillswitchlocations.Thedataisnowgroupedbythetypeofflower,withcolumnsforeachmonth.
Figure39-Column/RowLocationSwitch
Page20of23
ChangingtheChartTypeIfyoudonotthinkthatyourdataisrepresentedwellonyourchart,youcaneasilychangethecharttype.Thefollowingexplainshowtochangethechartytype:
1. FromtheChartDesigntab,clickChangeChartType.
Figure40-ChangeChartType
2. Selectthenewdesiredcharttypefromthedrop-downbox.Intheexample,aBarcharthasbeenselected.
Figure41-SelectNewChartType
3. Fromtheresultingdrop-downmenu,clickthedesiredstyleforyourchart.
Figure42-ChangeChartType
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4. Yourchartwillchangetothecharttypesyouselected.
Figure43-UpdatedChartType
MovingaChartWheneveryouinsertachart,itappearsonthesameworksheetastheselecteddata.Followthestepsbelowifyouwouldlikeforyourcharttoappearonaseparateworksheet.
1. Selectthechartyouwouldliketomove.2. FromtheDesigntab,selectMoveChart.
Figure44-MoveChart
3. TheMoveChartwindowwillappear.Choosethedesiredlocationforthechart,enteraname,thenclickOK.Intheexamplebelow,thechartwillbemovedtoanewworkbookinyourworksheet.
Note:IfselectingNewsheet,thiswillcreateanewworkbookinyourworksheettitledChart1.Youmayrenameitbeforeyousave.
Figure45-MoveChart
Page22of23
4. Thechartwillappearinthelocationyouselected.
Figure46-NewChartLocation
SavingaChartasaTemplateIfyouhaveaddedchartelementsandstylestoyourchartthatyouwouldliketousewhencreatingchartsinthefuture,youcansavethechartasatemplate.
1. Selectthechartthatyouwouldliketosaveasatemplate.2. Right-clickthechart.3. Acontextsensitivemenuwillappear.SelectSaveasTemplate.
Figure47-SaveasTemplate
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4. TheSaveChartTemplatewindowwillappear.IntheSaveAsfield,typeanameforthecharttemplate(SeeFigure48).
5. ClickSave(SeeFigure48).
Figure48-SaveChartTemplateWindow
6. ThecharttemplateappearswhenNewisselectedonthebackstageview.
Figure49-ChartTemplates
AdditionalHelpForadditionalsupport,pleasecontacttheKSUServiceDesk:KSUServiceDeskforFaculty&Staff
• Phone: 470-578-6999• Email: [email protected]• Website: http://uits.kennesaw.edu
KSUStudentHelpdesk• Phone: 470-578-3555• Email: [email protected]• Website: http://uits.kennesaw.edu