# 04 ms excel

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Published on August 31, 2011

Author: fosterstac

Source: slideshare.net

Microsoft ® Office Excel ® 2003 Training How to create a chart Peace River Distributing presents:

Course contents Overview: Telling the story behind the data Lesson 1: Create a basic chart Lesson 2: Tell the wizard what you want How to create a chart Each lesson includes a list of suggested tasks and a set of test questions.

Overview: Telling the story behind the data

Lesson 1: Create a basic chart

Lesson 2: Tell the wizard what you want

A chart gets your point across—fast. With a chart, you turn worksheet data into a picture, where you can make a comparison or a trend visible at a glance. Overview: Telling the story behind the data How to create a chart This course takes you through the basics of how to create charts in Excel.

A chart gets your point across—fast. With a chart, you turn worksheet data into a picture, where you can make a comparison or a trend visible at a glance.

Course goals Create a chart using the Chart Wizard. Make selections in the Chart Wizard. Understand basic chart terminology. How to create a chart

Create a chart using the Chart Wizard.

Make selections in the Chart Wizard.

Understand basic chart terminology.

Lesson 1 Create a basic chart

Create a basic chart This lesson covers how to make a quick and basic no-frills chart in about ten seconds. Then you'll see how the text and numbers from a worksheet become the contents of a chart, and you'll learn a few other chart basics before the practice session at the end of the lesson. How to create a chart Charts transform data into pictures.

This lesson covers how to make a quick and basic no-frills chart in about ten seconds.

Then you'll see how the text and numbers from a worksheet become the contents of a chart, and you'll learn a few other chart basics before the practice session at the end of the lesson.

Meet the wizard Suppose you're looking at a worksheet that shows how many cases of Sir Rodney's Marmalade were sold by each of three salespeople in each of three months. How would you create a chart to show how the salespeople compare against each other every month? How to create a chart The Chart Wizard

Suppose you're looking at a worksheet that shows how many cases of Sir Rodney's Marmalade were sold by each of three salespeople in each of three months.

How would you create a chart to show how the salespeople compare against each other every month?

Meet the wizard How to create a chart Click the Chart Wizard button on the toolbar to open the Chart Wizard. The Chart Wizard Select the data that you want to chart, as well as the column and row labels. When the wizard opens, the Column chart type is selected by default. Click the Finish button at the bottom of the wizard.

Click the Chart Wizard button on the toolbar to open the Chart Wizard.

Select the data that you want to chart, as well as the column and row labels.

When the wizard opens, the Column chart type is selected by default.

Click the Finish button at the bottom of the wizard.

How worksheet data appears in the chart Each row of salesperson data has been given a color in this chart. The chart legend , which was created from the row titles in the worksheet, tells which color represents the data for each salesperson. How to create a chart Worksheet row data is transformed into columns.

Each row of salesperson data has been given a color in this chart.

The chart legend , which was created from the row titles in the worksheet, tells which color represents the data for each salesperson.

How worksheet data appears in the chart Each chart column reaches a height proportional to the value in the cell that it represents. You can see at once how the salespeople stack up against each other as well as month by month. How to create a chart On the left side of the chart, Excel has created a scale of numbers by which you can interpret the column heights. Worksheet row data is transformed into columns.

Each chart column reaches a height proportional to the value in the cell that it represents. You can see at once how the salespeople stack up against each other as well as month by month.

Update and place charts The wizard placed this chart as an object on the worksheet along with the data, as shown in the picture. How to create a chart When a chart is an object, it can be moved and resized. It can also be printed right along with the source data. A chart on the same worksheet as the data

The wizard placed this chart as an object on the worksheet along with the data, as shown in the picture.

Suggestions for practice Create a chart. Update chart data. Move a chart. Resize a chart. Look at other chart types. Delete a chart. How to create a chart Online practice (requires Excel 2003)

Create a chart.

Update chart data.

Move a chart.

Resize a chart.

Look at other chart types.

Delete a chart.

Test 1, question 1 What is the most important thing about a chart? (Pick one answer.) How to create a chart That it makes your point clearly. That it has a lot of colors. That it's the most sophisticated chart type.

What is the most important thing about a chart? (Pick one answer.)

That it makes your point clearly.

That it has a lot of colors.

That it's the most sophisticated chart type.

Test 1, question 1: Answer That it makes your point clearly. How to create a chart Making a chart that doesn't get your point across is, well, pointless.

That it makes your point clearly.

Test 1, question 2 A chart placed on the worksheet can be printed along with the worksheet data. (Pick one answer.) How to create a chart True. False.

A chart placed on the worksheet can be printed along with the worksheet data. (Pick one answer.)

True.

False.

Test 1, question 2: Answer True. How to create a chart It can also be moved and resized.

True.

Test 1, question 3 What must you do to refresh a chart when you revise the worksheet data it displays? (Pick one answer.) How to create a chart Press SHIFT+CTRL. Nothing. Press F6.

What must you do to refresh a chart when you revise the worksheet data it displays? (Pick one answer.)

Press SHIFT+CTRL.

Nothing.

Press F6.

Test 1, question 3: Answer Nothing. How to create a chart When you revise a value in the worksheet, the chart is automatically refreshed. Just sit back and relax.

Nothing.

Test 1, question 4 A chart legend provides the data that appears in row or column titles. (Pick one answer.) How to create a chart True. False.

A chart legend provides the data that appears in row or column titles. (Pick one answer.)

True.

False.

Test 1, question 4: Answer False. How to create a chart The row or column titles provide the text for the legend, showing which chart colors signify which row or column.

False.

Lesson 2 Tell the wizard what you want

Tell the wizard what you want In this lesson you'll learn about an important choice that you can make in the Chart Wizard. You choose whether your chart compares salespeople to each other, month after month — or whether it compares months to each other, salesperson by salesperson. The picture shows both ways. How to create a chart Choose how the Chart Wizard compares your data.

In this lesson you'll learn about an important choice that you can make in the Chart Wizard.

You choose whether your chart compares salespeople to each other, month after month — or whether it compares months to each other, salesperson by salesperson.

The picture shows both ways.

Suppose you wanted to compare salespeople, not to each other, but to themselves, so that you can see their performance over time. Once again, you’d select the Sir Rodney's Marmalade data, and open the Chart Wizard by clicking the Chart Wizard button . Decide what to chart How to create a chart

Suppose you wanted to compare salespeople, not to each other, but to themselves, so that you can see their performance over time.

Once again, you’d select the Sir Rodney's Marmalade data, and open the Chart Wizard by clicking the Chart Wizard button .

Decide what to chart How to create a chart But this time you’d click the Next button instead of clicking Finish . That click will display the Data Range tab as Step 2 of the Chart Wizard. On the Data Range tab you can change your chart structure.

Decide what to chart An example of different structures: The chart from the first lesson (shown on the left, in the picture) compares the salespeople to each other, month after month. How to create a chart To make this comparison, Excel grouped worksheet columns and compared worksheet rows.

An example of different structures: The chart from the first lesson (shown on the left, in the picture) compares the salespeople to each other, month after month.

Decide what to chart If Excel grouped by rows and compared by columns, the chart would say something completely different. It would show how each salesperson did, better or worse, month by month, as shown on the right of the picture. How to create a chart You can choose which comparison to make by selecting either Rows or Columns in the Series in option.

If Excel grouped by rows and compared by columns, the chart would say something completely different. It would show how each salesperson did, better or worse, month by month, as shown on the right of the picture.

Decide what to chart On the Series tab, you can delete or add a data series for the chart. For example, you might decide to chart only two of the salespeople instead of all three. How to create a chart

On the Series tab, you can delete or add a data series for the chart. For example, you might decide to chart only two of the salespeople instead of all three.

Add titles It's a good idea to add descriptive titles to your chart so that readers don't have to guess what the chart's about. You can add a title for the chart by typing in the Chart title box, for example: Sir Rodney's Marmalade . How to create a chart Enter chart and axis titles in the Chart Wizard.

You can add a title for the chart by typing in the Chart title box, for example: Sir Rodney's Marmalade .

Add titles Next is a title box for the Category (X) axis . This is Excel's term for the categories at the bottom of the chart (January and so on). How to create a chart Enter chart and axis titles in the Chart Wizard. You could call this axis First Quarter Sales .

Next is a title box for the Category (X) axis . This is Excel's term for the categories at the bottom of the chart (January and so on).

Add titles Next is a title box for the Value (Y) axis . In this chart, it's the scale of numbers that show how many cases the salespeople sold. How to create a chart Enter chart and axis titles in the Chart Wizard. You could call this axis Cases Sold .

Next is a title box for the Value (Y) axis . In this chart, it's the scale of numbers that show how many cases the salespeople sold.

Even more tabs and options There are more tabs in the Chart Wizard. Each tab includes a preview so that you can see what your chart looks like if you change any of your choices. Various chart types offer different sets of options. How to create a chart Gridlines Legend Data table

There are more tabs in the Chart Wizard. Each tab includes a preview so that you can see what your chart looks like if you change any of your choices. Various chart types offer different sets of options.

Gridlines

Legend

Data table

Even more tabs and options For a clustered column chart, the tabs are: How to create a chart Axes Gridlines Legends Data Labels Data Table Chart Location Gridlines Legend Data table

For a clustered column chart, the tabs are:

Axes

Gridlines

Legends

Data Labels

Data Table

Chart Location

Gridlines

Legend

Data table

Suggestions for practice Change a chart by changing what's charted: Change the values (the data series) that are charted. Explore options in the wizard: Titles, axes, and data labels; gridlines; legend; data labels again; data table. Make a pie chart. How to create a chart Online practice (requires Excel 2003)

Change a chart by changing what's charted:

Change the values (the data series) that are charted.

Explore options in the wizard:

Titles, axes, and data labels; gridlines; legend; data labels again; data table.

Make a pie chart.

Test 2, question 1 What is a data series? (Pick one answer.) How to create a chart It's the values that are charted. It's the headings under which the values are organized. It's the key that shows what the values on the chart are.

What is a data series? (Pick one answer.)

It's the values that are charted.

It's the headings under which the values are organized.

It's the key that shows what the values on the chart are.

Test 2, question 1: Answer It's the values that are charted. How to create a chart You choose what your chart says by charting the values from either the rows or the columns of the worksheet.

It's the values that are charted.

Test 2, question 2 Which of these can you do on the Data Range tab in the Chart Wizard? (Pick one answer.) How to create a chart Delete a data series. Change the data series that is charted. Label a data series.

Which of these can you do on the Data Range tab in the Chart Wizard? (Pick one answer.)

Delete a data series.

Change the data series that is charted.

Label a data series.

Test 2, question 2: Answer Change the data series that is charted. How to create a chart This is where you can change what your chart says.

Change the data series that is charted.

Test 2, question 3 The Category (X) axis is the scale of numbers on the chart. (Pick one answer.) How to create a chart True. False.

The Category (X) axis is the scale of numbers on the chart. (Pick one answer.)

True.

False.

Test 2, question 3: Answer False. How to create a chart It's the Value (Y) axis that shows the scale of numbers to indicate the magnitude of values.

False.

Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card . How to create a chart

For a summary of the tasks covered in this course, view the Quick Reference Card .

USING THIS TEMPLATE See the notes pane or view the full notes page (View menu) for detailed help on this template.

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