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Microsoft Excel 2002

Lab 2

Charting Worksheet Data

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ObjectivesObjectives

1. Select a chart data range.2. Change the type of chart.3. Move the chart location.4. Format chart elements.5. Add chart titles and move the legend.6. Create a combination chart.7. Change worksheet data.8. Add data labels, text boxes, and arrows.9. Create, explode, and rotate a pie chart.10. Apply patterns and color.11. Size and align a sheet on a page.12. Add predefined headers and footers.13. Document, preview and print a workbook.

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ConceptsConcepts

1. Chart - Visual representation of data that is used to convey information in an easy-to-understand and attractive manner.

2. Chart Elements - Chart elements consist of a number of parts that are used to graphically display the worksheet data.

3. Chart Objects - A graphic object that is created using charting features included in Excel.

4. Group - Because it consists of many separate objects a chart object is a group.

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ConceptsConcepts

5. Data Label - Data labels provide additional information about a data marker.

6. Text Box -A rectangular object in which you type text.

7. Header and Footer - Lines of text displayed below the top margin or above the bottom margin of each page are called headers and footers.

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OutlineOutline

• Learning About Charts• Creating a Single Data Series Chart

– Selecting the Data to Chart– Using Chart Wizard– Moving and Sizing a Chart

– Changing the Chart Location • Creating a Multiple Data Series Chart

– Changing the Chart Type– Adding Chart Title– Moving the Legend– Formatting Chart Elements– Changing Orientation

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OutlineOutline

• Creating a New Chart from an Existing Chart– Copying a Chart

– Creating Combination Chart

– Adding Data Labels

– Changing Data Series Fill Colors

– Changing Plot Area Colors

– Changing Worksheet Data

– Adding a Text Box

– Adding Arrows

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OutlineOutline

• Creating and Formatting a Pie Chart– Selecting the Pie Chart Data

– Formatting the Pie Chart

– Exploding and Rotating the Pie

– Applying Patterns and Color

– Documenting a Workbook

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OutlineOutline

• Preparing the Workbook for Printing– Previewing the Workbook

– Sizing the Worksheet

– Aligning a Sheet on a Page

– Adding Predefined Headers and Footers

– Printing the Workbook

• Lab Review

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LEARNING ABOUT CHARTSLEARNING ABOUT CHARTS

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• Visual representation of data that is used to convey information

• Type of chart depends on data you are charting• Includes standard charts and professionally

designed built-in custom charts

Concept 1: CHARTConcept 1: CHART

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EXCEL 2002 STANDARD CHARTSEXCEL 2002 STANDARD CHARTS

• Area• Bar• Column• Line• Pie• Doughnut• Radar

• XY Scatter• Surface• Bubble• Stock• Cylinder• Cone• Pyramid

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CREATING A SINGLE DATA SERIES CHARTCREATING A SINGLE DATA SERIES CHART

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Concept 2: CHART ELEMENTSConcept 2: CHART ELEMENTS

• X axis – Bottom boundary line – Used to label the data being charted

• Y axis – Left boundary line– Called the value axis– Numbered scale

• Z axis - used in a 3D chart for comparisons

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BASIC PARTS OF A TWO-DIMENSIONAL CHARTBASIC PARTS OF A TWO-DIMENSIONAL CHART

Element DescriptionCategory names Labels that correspond to the headings for the

worksheet data plotted along the X axis

Plot area Area within the X and Y axis boundaries

Data series Related data points that are distinguishable by different colors or patterns

Data marker A bar, dot, or other symbol that represents one number from the worksheet

Chart gridlines Lines extending from the axis line across the plot area that make it easier to read the chart data

Legend Box that identifies the chart data series

Chart title Descriptive label that explains the content of the chart

Category-axis title Descriptive label along the X axis

Value-axis title Descriptive label along the Y axis

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CHARTING DATACHARTING DATA

• Select data to chart– Choose data to chart from your existing

worksheet– If plotting nonadjacent data, selection must

form a rectangle• Use Chart Wizard for

assistance

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USING CHART WIZARDUSING CHART WIZARD

1. Select data range first2. Choose Chart type - default is column chart3. Verify or change source data

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USING CHART WIZARDUSING CHART WIZARD

4. Choose chart options and change if necessary Titles Axis Gridlines Legend Data labels Data table

5. Specify chart location

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• Chart object– Graphic object that is created using charting

features– Can be inserted into a worksheet or into a

special chart• Embedded chart

– Becomes part of of the worksheet– Can be sized and moved

Concept 3: CHART OBJECTSConcept 3: CHART OBJECTS

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CHARTINGCHARTING

• Moving and sizing a chart– Chart tips displayed within the chart– Can move entire chart if Chart Area is

displayed• Changing chart location

– Can move to a separate sheet– When chart is selected, Data menu changes to

Chart menu

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CREATING A MULTIPLE DATA SERIES CHARTCREATING A MULTIPLE DATA SERIES CHART

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MORE ON CHARTSMORE ON CHARTS

• Changing chart type• Adding chart titles• Moving the legend• Formatting chart elements

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• Two or more objects that are treated as a single object within the chart object

• Chart objects include…– Axis line– A data series– A data marker– The entire plot area– The entire chart

Concept 4: GROUPConcept 4: GROUP

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CHANGING ORIENTATIONCHANGING ORIENTATION

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CREATING A NEW CHART FROM AN EXISTING CHARTCREATING A NEW CHART FROM AN EXISTING CHART

• Copying a chart• Creating a combination chart

– Uses two or more chart types to emphasize different information

– Makes it easy to see comparisons– Shows different types of data in a single chart

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• Provide additional information about a data marker

• Consist of …– Value of the marker– Name of the data series or category– A percent value– A bubble size

Concept 5: DATA LABELConcept 5: DATA LABEL

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SERIES FORMULASERIES FORMULA

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CHANGES TO THE CHARTCHANGES TO THE CHART

• Changing data series fill colors

• Changing plot area colors• Changing worksheet data

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Concept 6: TEXT BOXConcept 6: TEXT BOX

• A rectangular object in which you type text– Added to sheet or embedded chart

• Includes word wrap

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CREATING AND FROMATTING A PIE CHARTCREATING AND FROMATTING A PIE CHART

• Selecting data for a pie chart• Formatting the pie chart• Exploding and rotating

the pie chart• Applying patterns and color

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• Previewing the workbook• Sizing the worksheet• Aligning a sheet on a page

PREPARING THE WORKBOOK FOR PRINTINGPREPARING THE WORKBOOK FOR PRINTING

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Concept 7: HEADER AND FOOTERConcept 7: HEADER AND FOOTER

• Header – Lines that appear at the top of the page• Footer – Lines that appear at the bottom of the

page• Common information are date and page number• Use predefined text or enter custom text• Can be formatted

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PREDEFINED HEADERS AND FOOTERSPREDEFINED HEADERS AND FOOTERS

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PRINTING THE WORKBOOKPRINTING THE WORKBOOK

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• Category-axis title - A label that describes the X axis.

• Category name - Labels displayed along the X axis in a chart to identify the data being plotted

• Chart - A visual representation of data in a worksheet.

• Chart gridlines - Lines extending from the axis lines across the plot area that make it easier to read and evaluate the chart data

Key TermsKey Terms

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Key TermsKey Terms

• Chart object - One type of graphic object that is created using charting features included in Excel 2002.

• Chart title - Appears at the top of a chart and is used to describe the contents of the chart.

• Column chart - A chart that displays data as vertical columns.

• Combination chart - A chart type that includes mixed data markers, such as both columns and lines.

• Data label - Labels for data points or bars that show the values being plotted on a chart.

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Key TermsKey Terms

• Data marker - Represents a data series on a chart. It can be a symbol, color, or pattern, depending upon the type of chart.

• Data series - The numbers to be charted. • Embedded chart - A chart that is inserted into

another file. • Explode - To separate a wedge of a pie chart

slightly from the other wedges in the pie. • Footer - A line (or several lines) of text that

appears at the bottom of each page just above the bottom margin.

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Key TermsKey Terms

• Explode - To separate a wedge of a pie chart slightly from the other wedges in the pie.

• Footer - A line (or several lines) of text that appears at the bottom of each page just above the bottom margin.

• Group - An object that contains other objects. • Header - A line of text that appears at the top of

each page just below the top margin. • Legend - A brief description of the symbols used

in a chart that represent the data ranges.

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Key TermsKey Terms

• Margins - The blank space around the edge of the paper.

• Plot area - The area of the chart bounded by the axes.

• Series formula - A formula that links a chart object to the source worksheet.

• Stack - The order in which objects are added in layers to the worksheet.

• Text box - A rectangular object in which you type text.

• Value axis - Y axis of a chart that usually contains numerical values.

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• Value-axis title - A label that describes the values on the Y axis.

• Word wrap - Feature that automatically determines when to begin the next line of text.

• X axis - The bottom boundary line of a chart • Y axis - The left boundary line of a chart• Z axis - The left boundary line of a 3-D chart

Key TermsKey Terms

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Discussion QuestionsDiscussion Questions

1. Define each of the following terms and discuss how they are related to one another: chart type, chart element, and chart object.

2. Discuss how column and bar charts represent data. How do they differ from pie charts?

3. What type of information would best be represented by a line chart?

4. Describe how a 3-D column chart differs from a 2-D column chart.

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Frequently Asked QuestionsFrequently Asked Questions

• When would I use an Excel chart?• Can I select my entire worksheet and make it a

chart?• Is there an easy way to create an Excel chart?• What is an embedded chart?• How do I know the right chart to select?

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Frequently Asked QuestionsFrequently Asked Questions

• I don't like the colors used in my chart when I use the chart wizard. How do I change them?

• How can I get the word "CONFIDENTIAL" to appear at the bottom of every worksheet?

• When I print my worksheet, it does not fit on a single page. Any suggestions?

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Frequently Asked QuestionsFrequently Asked Questions

• How can I enhance the appearance of my worksheet and chart?

• How do I know what my worksheet will look like before I print it?

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Web LinksWeb Links

• Using Formulas Tutorial– http://lacher.com/toc/tutusing.htm

• Excel Tutorials – Creating Charts– http://www.studyfinance.com/lessons/excel/less

on05.html• Creating Formulas

– http://members.tripod.com/summersm/formulas.html

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Web LinksWeb Links

• Charting with Excel 2000– http://www.winplanet.com/winplanet

/tutorials/1182/1/• Excel Pie Charts

– http://www.zdnet.com/zdhelp/stories/main/0,5594,2448914-5,00.html

• Microsoft Excel Charts– http://www.utexas.edu/cc/training/handouts/

excelchart/

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Web LinksWeb Links

• Plotting Excel Charts– http://www.zdnet.com/zdhelp/stories/main/0,55

94,2448914,00.html• EXCEL Charts: Column, Bar, Pie and Line

– http://www.econ.ucdavis.edu/faculty/cameron/excel/excharts.html