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Session 03

The document outlines the process of creating and customizing charts and sparklines in Excel, including selecting data sources, choosing chart types, and formatting chart elements. It covers various skills such as moving and sizing charts, applying styles, and modifying data sources. Additionally, it emphasizes the importance of visual data representation and the ability to filter charts for specific data elements.

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nimaikrishna3000
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0% found this document useful (0 votes)
44 views54 pages

Session 03

The document outlines the process of creating and customizing charts and sparklines in Excel, including selecting data sources, choosing chart types, and formatting chart elements. It covers various skills such as moving and sizing charts, applying styles, and modifying data sources. Additionally, it emphasizes the importance of visual data representation and the ability to filter charts for specific data elements.

Uploaded by

nimaikrishna3000
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Charts Depicting Data Visually

• To create charts and insert sparklines to represent data visually


Objectives
• Select the Data Source
• Choose a Chart Type
• Move, Size, and Print a Chart
• Add, Edit, and Format Chart Elements
• Apply a Chart Style and Colors
• Modify the Data Source
• Create and Customize Sparklines
Agenda
Objective 1: Select the Data Source
Skills:

• Select an Adjacent Range

• Select a Nonadjacent Range


Select the Data Source (1 of 4)

• Chart—visual representation of numerical data

• Data point—cell containing a value

• Data series—group of related data points


Select the Data Source (2 of 4)

Dataset and Chart


Select the Data Source (3 of 4)
Select the Data Source (4 of 4)

Chart Elements
Objective 2: Choose a Chart Type
Skills:
• Create a Clustered Column Chart
• Create a Bar Chart
• Change the Chart Type
• Create a Line Chart
• Create a Pie Chart
• Create a Combo Chart
• Create an Area Chart
• Create a Scatter Chart
• Create a Stock Chart
Choose a Chart Type (1 of 9)
• Chart types
– Column—displays values in vertical columns and categories along
horizontal axis

– Bar—displays values in horizontal bars and categories along vertical


axis

– Line—displays category data on horizontal axis and value data on


vertical axis

– Pie—shows proportion of individual data points to the total


Choose a Chart Type (2 of 9)

• Chart types

– Combo—combines two chart types

– Area—similar to a line chart

– Scatter—shows relationship between two numerical variables

– Stock—shows fluctuations in stock prices


Choose a Chart Type (3 of 9)

Column Chart Clustered Column Chart


Choose a Chart Type (4 of 9)

Clustered Bar Chart


Choose a Chart Type (5 of 9)

Line Chart
Choose a Chart Type (6 of 9)

Pie Chart
Choose a Chart Type (7 of 9)

Combo Chart
Choose a Chart Type (8 of 9)

X Y (Scatter) Chart
Choose a Chart Type (9 of 9)

Stock Chart
Other charts types
Objective 3: Move, Size, and Print a Chart
Skills:

• Move a Chart to a New Chart Sheet

• Move a Chart Within a Worksheet

• Size a Chart
Move, Size, and Print a Chart (1 of 2)
Move, Size, and Print a Chart (2 of 2)

Sizing a Chart
Objective 4: Add, Edit, and Format Chart
Elements (1 of 2)
Skills:
• Edit and Format Chart Titles
• Add and Format Axes Titles
• Format Axes
• Add, Position, and Format Data Labels
• Format and Position the Legend
• Apply a Quick Layout
Objective 4: Add, Edit, and Format Chart
Elements (2 of 2)
• Format the Chart Area
• Format the Plot Area
• Format a Data Series
• Format the Gridlines
• Format a Data Point
Add, Edit, and Format Chart Elements (1 of 4)

• Chart elements

– Axis title—describes category or value axes

– Chart title—describes entire chart

– Data label—shows exact value or name of data point

– Data table—grid that contains data source values and labels


Add, Edit, and Format Chart Elements (2 of 4)

• Chart elements

– Error bars—visuals indicating statistics for data point or marker

– Gridlines—horizontal or vertical lines

– Legend—identifies attributes assigned data series

– Trendline—line that depicts trends


Add, Edit, and Format Chart Elements (3 of 4)
Chart Elements
Chart Elements Menu and Format Axis
Title Task Pane
Add, Edit, and Format Chart Elements (4 of 4)
Format Data Point Task Pane
Objective 5: Apply a Chart Style and Colors
Skills:
• Apply a Chart Style
• Change Colors
Apply a Chart Style and Colors
Objective 6: Modify the Data Source
Skills:

• Apply Chart Filters

• Switch Row and Column Data


Modify the Data Source (1 of 3)
Modify the Data Source (2 of 3)
Modify the Data Source (3 of 3)
Objective 7: Create and Customize
Sparklines
Skills:

• Insert a Sparkline

• Customize Sparklines
Create and Customize Sparklines (1 of 3)
Create and Customize Sparklines (2 of 3)
Create and Customize Sparklines (3 of 3)
Sparkline Tools Design Tab
Summary
• Charts and sparklines visually represent data

• Excel provides numerous chart types and several


sparkline types

• Charts and sparklines, and their elements, can be edited


and formatted

• Filters can be applied to a chart to focus on specific data


elements
Review session 2
Formulas and Functions
Which keyboard shortcut toggles through the
types of reference options?
If a cell containing the formula =$B$14 is not copy and pasted,
but moved four columns over and four rows down, what would the
resultant cell reference become?
Which of the following is not a category of functions?
What do you use to separate arguments in a function?
What error will you get if you type a function name
incorrectly?
What actually changes the value Excel stores to a user
determined number of decimal places?
If you wanted to count the number of entries in a list that contained
numbers, text, and blank cells, but ignore the blank cells, which
function would you use?
What does the AVERAGE function not ignore?
What will you see if you enter the TODAY function without the
parenthesis?
Which of the following is not a valid =IF statement?

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