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Exploring Microsoft Office Excel 2007
1Copyright © 2008 Prentice-Hall. All rights reserved.Committed to Shaping the Next Generation of IT Experts.
Chapter 3:
Charts:
Delivering a MessageRobert Grauer, Keith Mulbery, Judy Scheeren
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Charts
A chart is a graphic or visual representation of data
Multiple chart types can enhance information, adding visual appeal and making it easy to analyze data
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Choosing a Chart Type
Graphic representation of data Attractive, clear way to convey information Select the type of chart that best presents
your message Add enhancements to better communicate
your information
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Choosing a Chart Type (continued) Data point - numeric value that describes
a single item on a chart Data series - group of related data points Category label - describes a group of data
points in a chart
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Choosing a Chart Type Which chart would best suit the data shown in the worksheet below?
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Questions to Ask
Percentage of the total revenue by city? Percentage of total revenue by product? Percentage of total revenue each product
produces in each city? Percentage of total revenue each city
produces in each product?
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Column Charts
Used to show actual numbers rather than percentages
Displays data comparisons vertically in columns The X or horizontal axis depicts categorical
labels The Y or vertical axis depicts numerical values The plot area contains graphical representation
of values in data series The chart area contains entire chart and all of
its elements
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Column Charts
Column chart displays the revenue of software sales by city◦ The height of the column reflects revenue of each city◦ Pittsburgh has the highest revenue and Buffalo has the
lowest revenue
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Height of column reflectsvalue of the data point
Chart title
Plot area
Y axis
X axis
Chart area
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Add a 3-D Effect
3-D can enhance the display of one set of data
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Clustered vs. Stacked
A multiple data series chart compares two or more sets of data◦ Clustered column chart
Groups similar data in columns Makes visual comparison easier
◦ Stacked column chart Places (stacks) data in one column with each data
series in a different color for each category
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Clustered Column Chart
Shows totals for each software category in a uniquely colored column
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Stacked Column Chart
Total sales in the Y-axis would go up as the total sales go up
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Bar Charts
Column charts with a horizontal orientation Emphasizes the difference between items
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Bar Chart
Clustered bar chart shows totals for each software category in a uniquely colored bar
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Pie Charts
Effective way to display proportional relationships
The pie denotes the total amount Each slice corresponds to its respective
percentage of the total
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Pie Chart
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Exploded Pie Charts
Exploded pie charts can be used to emphasize one or more slices of the pie
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3-D Pie Chart
A 3-D pie chart may be misleading
One section may “appear” larger than the others, but may not really be larger
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Line Chart
Shows trends over a long period of time A line is used to connect data points
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Line Charts
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Other Chart Types
A doughnut chart A scatter (xy) chart A stock chart
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Doughnut Chart
Displays values as percentages of the whole
Shows values for each category in each market area
Unlike pie chart, displays multiple sets of data
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Scatter Chart
Shows a relationship between two variables
Often used in statistical analysis and scientific studies
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Stock Chart
Shows the high, low, and close prices for individual stocks over a period of time
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Creating a Chart
Six main steps to create a chart ◦ Specify the data series◦ Select the range of cells to chart◦ Select the chart type◦ Insert the chart and designate the chart location◦ Choose chart options/add graphics in charts◦ Change the chart location and size
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Six Steps
Specify the data series◦ The rows and/or columns that contain the data
you want to chart Select the range to chart
◦ Can be a single cell, but most often is multiple cells
◦ Cells may be adjacent or non-adjacent◦ Use Shift key to select adjacent cells; use Ctrl key
to select non-adjacent cells
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Six Steps (continued)
Select the chart type◦ Each type presents data in a different way◦ Pick the type that will best visually illustrate
the information you want to convey
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Select a Chart Type
Chart Type Purpose
Column Compares categories, shows changes over time
Bar Shows comparison between independent variables. Not used for time or dates
Pie Shows percentages of a whole. Exploded pie emphasizes a popular category
Line Shows change in a series over categories or time
Doughnut Compares how two or more series contribute to the whole
Scatter Shows correlation between two sets of values
Stock Shows high low stock prices
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Six Steps (continued)
Insert chart and designate location◦ Insert as an embedded object in the worksheet
Can print worksheet and chart on one page◦ Insert the chart as a New Sheet
Will require you to print the worksheet and chart on separate pages
◦ You can choose the location to display the chart
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Six Steps (continued)
Choose chart options using the Design, Layout and Format tabs◦ The Design tab can be used to display data in
rows or columns◦ The Layout tab can be used to change the display
of chart elements◦ The Format tab can be used to apply special
effects
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Six Steps (continued)
Add graphics to chart◦ May add company logos or representative clip art
to personalize charts◦ Remember, less is sometimes more, so be sparing
in use of graphics
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Add a Graphic
To add a graphic to a chart:◦In the Illustrations section on the Insert tab, select the medium where the graphic will come from (Picture, Clip Art, Shapes, or SmartArt)
◦Search for and insert the graphic◦Size and move the graphic on the chart as desired
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Six Steps (continued)
To change the chart location and size◦ Select the chart to reveal sizing handles◦ Drag the sizing handles to achieve desired
location and size
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Modify charts to enhance and approve look Modifications include: color, font, format,
scale, or style Can change and edit chart elements Add data labels Enhance with graphics
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Chart Enhancements
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Change elements such as title and axes Edit the contents of a data label Approach formatting in two ways:
◦ Use tabs Insert, Design, Layout, Format
◦ Select chart and use shortcut menu
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Change, Edit, and Format Chart Elements
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Data labels are values or names of data points
Labels assists reading chart
To accentuate data in chart form you can change the color or fill pattern or use an image
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Add Data Labels and Change Fill Color
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Add pre-made graphics to chart to emphasize content of a chart
Shapes are rectangles, circles, arrows, lines, flowchart symbols, and callouts
Insert shapes using Insert tab or Layout tab
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Enhance Charts with Graphic Shapes
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Your visual masterpiece can be shared Use charts as documentation in Web pages,
memos, reports, research papers, books, and other types of documents
MS Office 2007 suite applications are integrated and enable data sharing
Charts can be exported to other applications
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Chart Distribution
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You can print a chart:◦ Including the worksheet in which it is embedded◦ That is embedded, without printing the worksheet◦ That was placed on a separate worksheet
Always Print Preview to ensure you are printing what you intended
Select Print from the File menu or click the Print button on the Standard Toolbar
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Print Charts