Microsoft® Excel 2013

Lesson 7Building

Worksheet Charts

page 276

Objectives

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• Use the Chart Tools Design tab.1

• Use the Chart Tools Layout and Format tabs.2

• Create chart sheets and chart objects.3

• Edit the data source.4• Format data series with images, gradients, and

textures.5

• Create combination charts.6

• Insert sparklines.7

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What is a Chart? Charts can help you illustrate

comparisons, identify patterns, and recognize trends in data.

A chart is a visual representation of worksheet values.

A chart can plot one or more sets of numbers from a worksheet.

Objective 1

Using the Chart Tools Design Tab

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Using the Chart Tools Design Tab

Charts are clickable elements in a workbook

When a chart is selected, two Chart Command tabs are visible: Design and Format

Charts can be on the same sheet as the data or on a separate page

They are linked to the dataon the worksheet and if your numbers changeso does the chart

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Using the Chart Tools Design Tab

A selected chart is surrounded by a rounded-corner frame

Selection handles appear around the frame or border of the chart

The source data for the chart is outlined in the worksheet when the chart is selected

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Using the Selection and Visibility Pane

You can use the Selection and Visibility pane to select, view and arrange objects

To open the Selection and Visibility pane: Click the Chart Format tab, click the

Selection Pane button from from the Arrange group

Click the Page Layout tab, click the button from the Arrange group

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Selection Pane

Selected chart

Plotted data

Selection pane

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Using the Chart Layout

Chart layout determines what objects are included in the chart and where they are located

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Using the Chart Style Chart style sets the color and

effects

Objective 2

Using the Chart Tools Layout and Format Tabs

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Shape styles include preset outline, fill, and effects for the selected chart object

Using the Chart Tools Layout and Format Tabs

Selected object

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When a chart object is selected, you can open its Format dialog box

Using the Chart Tools Layout and Format Tabs

Vertical axis is selected

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Using the Chart Tools Layout and Format Tabs

Chart objects can have fill, including gradients

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Using the Chart Tools Layout and Format Tabs

In addition to the Chart Tools command tabs, you can use the Mini toolbar to format text within a chart object

Objective 3

Creating Chart Sheets and Chart Objects

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A chart sheet is a chart that is located on its own sheet in the workbook.

A chart object appears on the same worksheet as the data. It may be called an embedded chart.

Creating Chart Sheets and Chart Objects

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Bubble charts compare sets of three values. They are like scatter charts with the third value displayed as the size of the bubble.

Radar charts show the frequency of data relative to a center point and to other data points. There is a separate axis for each category, and each axis extends from the center. Lines connect the values in a series.

Creating Chart Sheets and Chart Objects

Objective 4

Editing the Data Source

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The data source for a chart are the worksheet rows and columns used to build the chart

Changes made to values or labels within the original data source range are automatically reflected in the chart

Editing the Data Source

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Adding a Data PointA data point is one value (with its label) in the data series

The Exhibition Sales label and slice will be added to the pie chart

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Adding a Data Series

By keying another column of values, you can add a second data series to a chart

A second set of columns will be added to this chart for the Kallie frames.

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Adding a Data Series

If the chart is on a separate sheet, add another column by using the Select Data Source dialog box

Objective 5

Formatting Data Series with Images, Gradients, and Textures

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Formatting Data Series withImages, Gradients, and Textures You can use an image, a

gradient, or a texture for the fill of a chart shape (the bar, the column, the pie slice)

When using these types of fills, it is best to use a 2-D chart style

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Using an Image

The image can be stretched, scaled, or both to fit the shape

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Using a Gradient

A gradient is a blend of colors. There are preset gradients, and you can build your own.

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Using a Texture

Objective 6

Creating Combination Charts

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Creating Combination Charts

A combination chart with two chart types

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Creating Combination Charts

A combination chart with two chart types and a secondary axis

Objective 7

Inserting Sparklines

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Inserting SparklinesA sparkline is a mini-chart in its own cell next to the data. Sparklines are objects and can be created from the Insert Tab, Sparklines Group

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Summary

Charts may be objects in a worksheet, or they may be separate chart sheets.

A chart is linked to the data that it plots. When that data is edited, the chart reflects the changes.

A chart includes many individual elements that can be formatted and edited.

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Summary There are three Charts Tools

command tabs: Design, Layout, and Format.

The Selection and Visibility pane aids in selecting and layering objects, such as charts, in a worksheet.

The chart layout specifies where various elements are positioned. The layout can be changed at any time.

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Summary

Move a chart object by selecting it and dragging it. Size a chart object by dragging one of its selection handles.

After a chart is created, you can add or delete data points and/or an entire data series.

There are various labels that can be placed on a chart including a title, data labels, axes labels, a legend, or a data table.

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Summary

Although charts typically use solid color for columns, slices, and bars, you can use images, textures, or gradients to add visual appeal to your charts.

There are preset gradients with multiple color stops. You can edit them or create your own gradients by adding and removing color stops.

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Summary Combination charts have at least two

series and use different chart types for each series.

Some combination charts use a secondary axis, because the values for data being plotted are disproportionate.

Sparklines are charts within cells. They can use lines or columns to graph a data range on the worksheet.