Lesson 6: Charting Worksheet Data
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Learning Objectives
After studying this lesson, you will be able to: Create a variety of different types of charts Move and size embedded charts Modify, format, and print charts Apply layouts and styles to charts Create trend lines and sparklines
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Chart Creation in Excel Charts are linked to the
data they are based on Two locations for charts:
Embedded in a worksheet with the data
On a separate sheet called a chart sheet
Tip! If you create a chart and then tap [F11], the chart will be placed on its own chart sheet.
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Source Data for Charts Select the correct data as the source for the chart.
The ranges A4:A8 and F4:F8 have been selected as source data for the chart.
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Chart Types Excel has ten major chart types.
Each has many subtypes.
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Chart and Axis Titles Creates titles for charts and their vertical/horizontal
axes
Chart title
Vertical axis title
Horizontal axis title
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Chart Tools
Chart Tools appear on contextual tabs of the Ribbon. Contextual tabs only appear when a chart is
selected.
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Embedded Charts: Moving & Sizing Embedded charts can be moved around the
worksheet in which they are embedded. Can be resized too
When you see a double-arrow, click and drag to resize the chart.
Click in the chart area and drag with a four-way arrow to move the chart to a new location.
Moving a Chart
Charts can exist on their own sheets. These are called chart sheets.
Right-click the Chart Area of a chart and choose Move Chart.
Choose New Sheet, optionally rename the sheet, and click OK.
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Line Charts
Compare trends over a period of time.
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Pie Charts
Graphically display how parts contribute to a whole. Each pie wedge represents one of the categories that
collectively make up the total.
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Modifying Existing Charts
Modify any chart object after the chart has been created: Size, font, color Placement of title Number formatting Background color Add/remove chart elements such as legends
Changing the Chart Type
Select the chart whose type you want to change. Click the Change Chart Type button on the Design
tab. Select the new chart type.
Click OK.
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Formatting Chart Elements
Select an element before making changes. Changes can be made on the Chart Tools tabs or with
formatting commands on the Home tab.
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Chart Styles
Chart styles are displayed on the Design tab of the Ribbon.
Styles are based on the type of chart selected.
Chart Layouts
Designs that contain various preset chart elements
Layouts save time. No need to format chart elements
one at a time
Based on the theme applied to your workbook
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Trend Lines
Trend lines display the trend (increasing or decreasing) of one data series in a chart.
Used on charts for data analysis and prediction
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Telephone trend line
Sparklines
Allow you to show data graphically without creating a larger chart
Appear as miniature charts in worksheet cells Changes to data are reflected immediately in
sparklines adjacent to the data
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Previewing Charts
Preview how charts will appear when printed. Viewed on the Print tab of Backstage view
Use same procedures as you would for previewing any worksheet
Note! A print previewed chart will display in black and white or in color, depending on the type of printer selected.
Tip! Color fills and borders may not provide good contrast in charts printed in grayscale. Consider using shades of gray or patterns.
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Printing Charts
Charts may be printed with or without worksheet data on which they are based.
To print a chart by itself Move a chart to a chart sheet and print. Click an embedded chart and print.
To print a chart and the data it’s based on, click in the worksheet (outside the chart) that has the embedded chart and print.
Lesson 6: Charting Worksheet Data