Microsoft Excel 2007 to 2013

Create a Worksheet Template

Creating a worksheet template can really save you a lot of
time. Templates are especially useful if you find yourself
having to create the same spreadsheet over and over. For
example, if a spreadsheet has sheets for each month of year
it becomes a bit if a chore if you have to type out the heading
and formula for each sheet. Instead, you only need to do it
once. Then you can save it as a template. If you need a new
month, you can then Insert your template. Here's how.

Open up a new workbook, with all three blank sheets at the

bottom. Now delete two of the three sheets (If you have Excel
2013 you don't need to do this as there's only oneworkbook
by default):

Before clicking Save, notice the file name now ends in xltx,
and that it is being saved to a Templates folder inside Excel
(Custom Office Templates in later versions).
Click the Save button to save your template.
To use your template, close the current worksheet. Create a
new blank workbook. Right click a sheet name at the bottom
and select Insert from the menu that appears:

When you have deleted two sheets, the bottom left of your
screen should look like this:

Now create the spreadsheet you want to use as a template. In

the image below, we've just set up a simple spreadsheet with
Week headings at the top and some labels down the left:

The Insert dialogue box should appear. Your template should

be on the list, in the Generalsection:

Notice how none of the data is filled in for the weeks. The
reason there are zeros for the Weekly Totals and the Item
Totals is because we have the formulas in place but no data
for the weeks. Once it is saved as a template and inserted into
a new workbook, then the data can be added. We won't have
to add the formulas because they are already in place.
Once you have your spreadsheet looking the way you want it,
click the Office button then Save in Excel 2007. In Excel 2010,
click File > Save. In Excel 2013,click File >Save, then under
Save As, select Computer. Under the Computer heading,
click the Browse icon.
When the Save As dialogue box appears change the Save as
type area at the bottom to Excel template. Type a name for
your template:

Select your template, and click OK. Your template spreadsheet

should then be inserted into your new workbook. You can
delete any sheets your don't need, and rename the template.
If you need a new sheet based on your template, right- click a
sheet and select Insert from the menu again.

Create a basic chart

Column list. A ScreenTip displays the chart type

name when you rest the pointer over any chart type.
The ScreenTip also provides a description of the
chart type and gives you information about when to
use each one.
That's it, you've created a chart in about 10 seconds.
Tip
If you want to change the chart type after you create
your chart, click inside the chart. On the Design tab
under Chart Tools, in the Type group, click Change Chart
Type, and select another chart type.
How worksheet data appears in the chart
A basic chart in Excel.
In Excel 2007 you can make a chart in about 10 seconds,
which you'll see how to do in just a bit.
After you create a chart, you can easily add new elements to
it. For example, you can add chart titles to add more
information to the chart, or change how chart elements are
laid out.
In this lesson you'll also learn how the text and numbers from
a worksheet become the contents of a chart, and you'll learn a
few other chart odds and ends.
Create your chart

In this chart, the data from each worksheet cell is a column.

Row titles (salespeople names) are the chart legend text on
the right, and column titles (months of the year) are at the
bottom of the chart.
As you can see at once in this column chart, Cencini
(represented by the middle column for each month) sold the
most tea in January and February, but she was outdone by
Giussani in March.
Data for each salesperson appears in three separate columns,
one for each month. The height of each chart is proportional
to the value in the cell that it represents. The chart shows you
how the salespeople stack up against each other, month by
month.
Each row of salesperson data has a different color in the chart.
The chart legend, created from the row titles in the worksheet
(the salesperson names), tells which color represents the data
for each salesperson. Giussani data, for example, is the
darkest blue, and is the left-most column for each month.

Create a chart by clicking a chart type in the Charts group on

the Insert tab.
Here's a worksheet that shows how many cases of Northwind
Traders Tea were sold by each of three salespeople in each of
three months. You need a chart that shows how each
salesperson compares against the others, month by month for
the first quarter of the year.
1.

Select the data that you want to chart, including the

column titles (January, February, March) and the row
labels (the salesperson names).

2.

Then click the Insert tab, and in the Charts group,

click the Column button. You could select another
chart type, but column charts are commonly used to
compare items and will get your point across.

3.

After you click Column, you'll see a number of

column chart types to choose from. Click Clustered
Column, the first column chart in the 2-D

The column titles from the worksheet, January, February, and

March, are now at the bottom of the chart. On the left side of
the chart, Excel has created a scale of numbers to help you to
interpret the column heights.
Tip
Any changes that you make to the worksheet data after
the chart is created are instantly shown in the chart.
Add chart titles

A customized chart.
Chart titles give descriptive information to your charts.
It's a good idea to add descriptive titles to your chart, so that
readers don't have to guess what the chart is about.
You can give a title to the chart itself, as well as to the chart
axes, which measure and describe the chart data. This chart
has two axes. On the left side is the vertical axis (also known
as the value or y axis). This axis is the scale of numbers by
which you can interpret the column heights. The months of
the year at the bottom are on the horizontal axis (also known
as the category or x axis).
A quick way to add chart titles is to click the chart to select it
and then go to the Chart Layouts group on theDesign tab.

After you create your chart, you can customize it to give it a

more professional design. You can change the look of your
chart by selecting a new chart style, which quickly changes
the chart colors. You can format chart titles to change them
from plain to fancy. And there are many different formatting
options you can apply to individual columns to make them
stand out.
At the end of this lesson, you'll learn how to add your chart to
a Microsoft Office PowerPoint 2007 slide show so that you can
present it to one and all.
Change the look of your chart

Click the More button

to see all the layouts. Each option
shows different layouts that change the way chart elements
are laid out.
The picture shows Layout 9, which adds placeholders for a
chart title and axes titles. You type the titles directly in the
chart.
1.

2.
3.

The title for this chart is Northwind Traders Tea, the

name of the product.
The title for the vertical axis on the left is Cases Sold.
The title for the horizontal axis at the bottom is First
Quarter Sales.

Change the look of your chart by using a chart style to change

colors.

You'll see how to type the titles in the practice at the end of
the lesson. You'll also have a chance to try out other layouts
to see how to change the way various chart elements such as
the legend and titles are laid out.

When you first create your chart, it's in a standard color. By

using a chart style, you can apply different colors to a chart in
just seconds.

Tip
Another way to enter titles is on the Layout tab, in
the Labels group. There you can add titles by clickingChart
Titles and Axis Titles.
Customize your chart

Click in the chart. Then on the Design tab, in the Chart

Styles group, click the More button
to see all the choices,
and then click the style you want. Some of the styles change
just the color of the columns. Others change the color and add
an outline around the columns, while other styles add color to
the plot area (the area bounded by the chart axes), and some
styles add color to the chart area (the entire chart).
If you don't see what you want in the Chart Styles group,
you can get other color choices by selecting a
differenttheme. Click the Page Layout tab and then
click Colors in the Themes group. When you rest the pointer
over a color, the color is shown in a temporary preview on the
chart, which is different from what happens when you look at

a chart style. You see the color's effect before you apply it,
saving you the step of undoing it if you don't like it. Click the
one you like to apply it to the chart.

There is still more that you can do with the format of the
columns in your chart. In the picture, a shadow effect has
been added to each of the columns (an offset diagonal
shadow is behind each column).

Important
Unlike a chart style, the colors from a theme
will be applied to other elements you might add to the
worksheet. For example a table, or a cell style such as a
heading, will take on the colors of the theme applied to the
chart.

To do this, you click on one of Giussani's columns. That will

select all three columns for Giussani (known as a series).
On the Format tab, in the Shape Styles group, you click the
arrow on Shape Effects, point to Shadow, and then rest the
pointer on the different shadow styles in the list. You can see a
preview of the shadows as you rest the pointer on each style.
When you see one you like, select it.

Format titles

Next, you click on one of Cencini's columns to select all three

of those columns and follow the same steps. Then do the
same for Kotas. All this takes only a moment or so to do. You'll
have a chance to try it in the practice.
There are more options in Shape Styles that you can choose
from. For example, click Shape Fill, where you can add a
gradient or a texture to the columns. Click Shape Outline to
add an outline around the columns. And Shape Effects offers
more than shadows. For example you can add bevel effects
and soft edges to columns, or even make columns glow.

Add a color to your chart and axis titles.

You can also apply effects to other areas of the chart, such as
the plot area (the area bounded by the axes). You'll see how in
the practice.

If you'd like to make the chart or axis titles stand out more,
that's easy to do, too. On the Format tab, in theWordArt
Styles group, there are many ways to work with the titles. In
the picture, a text fill, one of the options in the group, has
been added to change the color.
To use a text fill, first click in a title area to select it. Then click

Quick reference card

the arrow on Text Fill

in the WordArt Stylesgroup.
Rest the pointer over any of the colors to see the changes in
the title. When you see a color you like, select it.Text Fill also
includes options to apply a gradient or a texture to a title.

See also

Other options in the WordArt Styles group include Text

Outline and Text Effects, which
include Shadow,Reflection, and Glow effects.
To make font changes, such as making the font larger or
smaller, or to change the font face, click Home, and then go
to the Font group. Or you can make the same formatting
changes by using the Mini toolbar. The toolbar appears in a
faded fashion after you select the title text. Point at the
toolbar and it becomes solid, and then you can select a
formatting option.

Here is a list:

Demo: Create charts in Excel 2007

Available chart types

Use charts and graphs in your presentation

Create a chart
1.
2.

Format individual columns

Select the data that you want to chart.

Click the Insert tab, in the Charts group, select the
chart type for the chart you want to create, and then click the
chart subtype.
Tip
To change the chart type after the chart is created, click
inside the chart. On the Design tab, in the Typegroup,
click Change Chart Type, and select another chart type.
Chart Tools

Columns formatted with shadows behind them.

After your chart is inserted, the Chart Tools appear, with

three tabs: Design, Layout, and Format. On these tabs
you'll find the commands you need to work with charts. When
you complete the chart, click outside the chart. TheChart
Tools go away. To get them back, click inside the chart. Then
the tabs reappear.

Change the chart view

More formatting options

After you create a chart, you can make your chart compare
data in more than one way. Click in the chart. On
theDesign tab, in the Data group, click Switch
Row/Column.

1.

If you have any trouble selecting a series, click

the Format tab, and then go to the Current
Selection group. Click the arrow in the box at the top of the
group, look for the name of the series you want, and then
select it in the list.

Change the chart layout

You can add chart and axis titles, add a data table, delete
gridlines, or add data labels quickly by changing the chart
layout. Click in the chart. Then on the Design tab, in
the Chart Layouts group, click the More button
the layouts. Click the one you want.

to see all

2.

Another way to apply layouts is to click the Layout tab and

make selections individually in the Labels and Axesgroups.

On the Format tab, in the Shape Styles group, you

can for example, click the arrow on Shape Effects, point
to Shadow, and then rest the pointer on the different shadow
styles in the list. You can see a preview of the shadows as you
rest the pointer on each style. When you see one you like,
select it.
Other options in the Shape Styles group are Shape Fill,
where you can add a Gradient or a Texture to the column
and Shape Outline.

Change the look of a chart

To change chart colors, click in the chart. Then on
the Design tab, in the Chart Styles group, click
the More button
ones you want.

Select a data series (in a column chart, for example,

that means that you would click one column to select all the
columns for that person or region).

Create and use a chart template

to see all available colors. Then click the

If you don't see colors you want, you can get other colors by
clicking the Page Layout tab, and then clicking Colorsin
the Themes group. When you rest the pointer over a theme,
the theme is shown in a temporary preview on the chart. You
see the theme's effect before you apply it, saving you the step
of undoing it if you don't like it. Click the one you like to apply
it to the chart.
Important The colors from the theme will be applied to other
elements you add to the worksheet, such as tables, or cell
styles.

1.

Click in the chart you want to save as a template.

2.

On the Design tab, in the Type group, click Save As

Template.

3.

In the Save Chart Template dialog box, in the File

name box, type a name for the template.

4.

To use the template, select data for the chart. On

the Insert tab, in the Chart group, click any chart type.

5.

Click All Chart Types. In the Change Chart

Type dialog box, click Templates. Select the template.

Format chart titles

Add a chart to PowerPoint 2007
There are a number of options if you want to add formatting
to chart or axis titles.
1.
2.

First, select a title.

Then, on the Format tab, in the WordArt
Styles group, click the arrow beside Text Fill to add a color.
You can also pick a gradient, or a texture. Or you can click the
arrow beside Text Outline or Text Effects in theWordArt
Styles group to add visual style to titles.
To make font changes, such as making the font larger or
smaller, or to change the font face, click the Hometab, and
then go to the Font group. Or you can make the same
formatting changes by using the Mini toolbar. The toolbar
appears in a faded fashion after you select text. If you point at
the toolbar it becomes solid, and then you can select
formatting options.

1.
2.

Copy the chart in Excel 2007.

Open PowerPoint 2007. Paste the chart on the slide
you want it on.
The chart will automatically be updated in PowerPoint if it is
revised in Excel unless you decide otherwise. You can select
options on the Paste Options button in the lower right corner
of the slide when you paste the chart in PowerPoint.