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Excel Creating Charts and Conditional Formatting

This document discusses how to create charts and use conditional formatting in Excel. It defines what charts are and explains that they can help visualize trends in data. The document lists common chart types like pie charts, bar charts, and line charts. It also provides a step-by-step example of how to create a column chart in Excel using sample sales data. Finally, the document explains what conditional formatting is and how to use it to highlight cells that meet a specified condition, like values over 30.

Uploaded by

Aldrin Liwanag
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© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
88 views

Excel Creating Charts and Conditional Formatting

This document discusses how to create charts and use conditional formatting in Excel. It defines what charts are and explains that they can help visualize trends in data. The document lists common chart types like pie charts, bar charts, and line charts. It also provides a step-by-step example of how to create a column chart in Excel using sample sales data. Finally, the document explains what conditional formatting is and how to use it to highlight cells that meet a specified condition, like values over 30.

Uploaded by

Aldrin Liwanag
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Excel Creating Charts and Conditional

Formatting
A picture is worth of thousand words; a chart is worth of thousand sets of data. In
this tutorial, we are going to learn how we can use charts in Excel to visualize our
data.

What is a chart?
A chart is a visual representative of data in both columns and rows. Charts are
usually used to analyse trends and patterns in data sets. Let's say you have been
recording the sales figures in Excel for the past three years. Using charts, you can
easily tell which year had the most sales and which year had the least. You can also
use charts to compare set targets against actual achievements.

We will use the following data for this tutorial.

Note: we will be using Excel 2013. If you have a lower version, then some of the
more advanced features may not be available to you.

Item 2012 2013 2014 2015

Desktop Computers 20 12 13 12

Laptops 34 45 40 39

Monitors 12 10 17 15

Printers 78 13 90 14

Types of charts
Different scenarios require different types of charts. Towards this end, Excel
provides a number of chart types that you can work with. The type of chart that
you choose depends on the type of data that you want to visualize. To help
simplify things for the users, Excel 2013 and above has an option that analyses your
data and makes a recommendation of the chart type that you should use.

The following table shows some of the most commonly used charts and when you
should consider using them.

S/N CHART WHEN SHOULD I USE IT? EXAMPL


TYPE

1 Pie Chart When you want to quantify items and show them as percentages.

2 Bar Chart When you want to compare values across a few categories. The values run
horizontally

3 Colum chart When you want to compare values across a few categories. The values run
vertically

4 Line chart When you want to visualize trends over a period of time i.e. months, days,
years, etc.

5 Combo Chart When you want to highlight different types of information

The importance of charts


 Allows you to visualize data graphically
 It's easier to analyse trends and patterns in the charts
 Easy to interpret compared to data in cells

Step by step example of creating charts in Excel


In this tutorial, we are going to create a simple column chart that will display the sold
quantities against the sales year.

 Open Excel
 Enter the data from the sample data table above
 Your workbook should now look as follows
To get the desired chart you have to follow the following steps

 Select the data you want to represent in graph


 Click on INSERT tab from the ribbon
 Click on the Column chart drop down button
 Select the chart type you want

You should be able to see the following chart

Tutorial Exercise
When you select the chart, the ribbon activates the following tab

Try to apply the different chart styles, and other options presented in your chart.

Conditional Formatting
As the name suggests, conditional formatting refers to formatting that is only applied
when the specified condition is true. Let's say we want to easily fetch the sales
figures greater than 30. We can use conditional formatting to highlight all the sales
figures that are greater than 30.

Highlight all the sales figures as shown below

Click on Conditional Formatting drop-down menu on the HOME tab


You will get the following dialogue window when you click on Greater Than…

The final result should look as follows

If you want to remove the conditional formatting,

 Click on conditional formatting button


 Select clear rules
 Select clear rules from the entire sheet

Download the above Excel Code

Summary
Charts are a powerful way of graphically visualizing your data. Excel has many types
of charts that you can use depending on your needs.

Conditional formatting is also another power formatting feature of Excel that helps us
easily see the data that meets a specified condition

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