Chapter 5: Charts Spreadsheet-Based Decision Support Systems Prof. Name [email protected] Position...
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Transcript of Chapter 5: Charts Spreadsheet-Based Decision Support Systems Prof. Name [email protected] Position...
Chapter 5: Charts
Spreadsheet-Based Decision Support Systems
Prof. Name [email protected] (123) 456-7890University Name
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Overview
5.1 Introduction 5.2 Creating Charts with Chart Wizard 5.3 Working with Chart Options 5.4 Creating Dynamic Charts 5.5 Summary
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Introduction
Creating a chart using the Chart Wizard
Customizing charts using various chart options
Creating dynamic charts
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Creating Charts with the Chart Wizard
Charts are used to take data from a table and transform it into a graphical illustration
They are useful for displaying data patterns or results
To create a chart, we will use the Chart Wizard– Insert > Chart from menu
– icon from standard toolbar
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The Chart Wizard
There are four main steps in using the Chart Wizard:– Step 1: Chart Type
– Step 2: Source Data
– Step 3: Chart Options
– Step 4: Chart Location
Chart Type = bar graph, scattered graph, pie chart, etc Source Data = data range or various series Chart Options = title, axes, legend, gridlines, etc Chart Location = object or chart sheet
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Figure 5.1
Table of data = Number Sold and Revenue Generated from various Car Models
We create two charts: bar graph of Number Sold and pie chart of Revenue Generated
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Step 1: Chart Type
Each chart type has a set of chart sub-types.
First we will select Column as our chart type.
We can now choose a sub type that is either a 2D or 3D– Clustered Column– Stacked Column– 100% Stacked
Column
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Step 2: Source Data
Source Data can be defined by a Data Range or with Series
Data Range is the main data table we initially highlighted to be graphed.– Rows = comparison is made
among rows of data from the table
– Columns = comparison is made among columns of data from the table
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Step 2: Source Data (cont’d)
Series are the rows or columns of data from the table which are being compared.
Series can be – Added
– Removed
– Named
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Step 3: Chart Options
Tabs of the Chart Options step include:– Titles
– Axes
– Gridlines
– Legend
– Data Labels
– Data Table
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Step 3: Chart Options (cont’d)
Titles options include chart, category (X) axis, and value (Y) axis titles
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Step 3: Chart Options (cont’d)
Axes options include Category (X) and Value (Y) axes– Automatic = default
– Category = any grouping of axes values
– Time-scale = dates or time units
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Step 3: Chart Options (cont’d)
Gridlines options include Category (X) and Value (Y) axes– Major gridlines
– Minor gridlines
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Step 3: Chart Options (cont’d)
Legend options include showing or hiding the legend, and placement of the legend
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Step 3: Chart Options (cont’d)
Data Labels options include showing or hiding data values and labels
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Step 3: Chart Options (cont’d)
Data Table options include showing or hiding the data table
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Step 4: Chart Location
The chart can be completed as– A new chart sheet; name is given
– An object in a current sheet; name of sheet is selected
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Figure 5.6
From the bar graph we see that the Aco3500 sold the most cars
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Figure 5.7
We repeat the Chart Wizard steps to create the pie chart of Revenue Generated
We see that the Cam3200 generated the most revenue
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Working with Chart Options
After creating a chart using the Chart Wizard, we can return to any of the Wizard steps by simply right-clicking on the chart.
The Format Chart Area option also allows us to modify the general patterns, font, and properties of the chart. – Format Plot Area
– Format Data Series
– Format Axis
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Figure 5.9
Data table shows plant growth based on minerals added or removed from the ground
Growth Minerals-1000 -10-512 -8-343 -7-216 -6-125 -5-64 -4-27 -3-8 -2-1 -10 01 18 227 364 4125 5216 6343 7512 81000 10
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Figures 5.14 and 5.16
Create the chart
Chart Options can be used to switch x and y values for better data analysis Minerals
-1500
-1000
-500
0
500
1000
1500
-15 -10 -5 0 5 10 15
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Creating Dynamic Charts
A chart is linked directly to the Data Range specified in the Source Data step of the Chart Wizard.
If any points in this range of data are modified, the chart is automatically updated to reflect a new corresponding data point.
There will be three main Excel concepts used to create a dynamic chart: – Defining names
– OFFSET function
– COUNT function
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Dynamic Charts (cont)
Create some range names using the OFFSET and COUNT functions and set the Series of the chart to these dynamic ranges.
– =OFFSET(initial_data_location, 0, 0, COUNT(entire_column), 1)
The rows_to_move and columns_to_move parameters are set to 0 because we are only interested in the column in which our reference_cell ( = initial_data_location) is located.
The width is again set to 1, since we are interested only in one column. The height parameter is found using the COUNT function.
– The COUNT function will review the entire column of the relative data and count how many cells have numeric values.
– Thus the height of our range becomes dynamic as the amount of numeric values in the column increases.
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Figure 5.17
Months and Units Sold may be dynamic values
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Figure 5.18
The dynamic ranges are created for each column using the OFFSET and COUNT functions
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Figure 5.19
The Series are set using these dynamic ranges
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Figure 5.20
The chart is now dynamic
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Summary
Excel Charts allow you to illustrate your data in order to perform better analysis.
There are four basic steps in the Chart Wizard:– Step 1: Select the Chart Type and options.
– Step 2: Verify or change the Data Range and define all Series.
– Step 3: Determine the Chart Options.
– Step 4: Choose the location of the chart.
A chart can be modified after it is created by right-clicking on the chart or different parts of the chart. You can change basic settings as well as formatting.
A dynamic chart can be created using the OFFSET and COUNT functions to create dynamic ranges used as Series in the Source Data.
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Additional Links
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