Excel Tutorial 4 Working With Charts and Graphics: First Course

Excel Tutorial 4
Working with Charts

and Graphics
FIRST COURSE
Objectives XP
• Create an embedded chart

• Work with chart titles and legends
• Create and format a pie chart
• Work with 3D charts
• Create and format a column chart
New Perspectives on Microsoft Office 2007: Windows XP Editio 2

Objectives XP
• Create and format a line chart

• Use custom formatting with chart axes
• Work with tick marks and scale values
• Create and format a combined chart
• Insert and format a graphic shape
• Create a chart sheet

Creating Charts XP
• A chart, or graph, is a visual representation of a set of

data
• Select the data source with the range of data you want
to chart
• In the Charts group on the Insert tab, click a chart type,
and then click a chart subtype in the Chart gallery
• In the Location group on the Chart Tools Design tab, click
the Move Chart button to place the chart in a chart
sheet or embed it into a worksheet

Creating Charts XP

Selecting a Data Source XP
• The data source is the range that contains the

data you want to display in the chart
– Data series
– Series name
– Series values
– Category values

Selecting a Chart Type XP

Selecting a Chart Type XP
• Click the Insert tab on the Ribbon

• In the Charts group, click the Pie button

Moving and Resizing Charts XP
• By default, a chart is inserted as an embedded

chart, which means the chart is placed in a
worksheet next to its data source
• You can also place a chart in a chart sheet
• In the Location group on the Chart Tools Design
tab, click the Move Chart button

Selecting Chart Elements XP

Choosing a Chart Style and Layout XP

Choosing a Chart Style and Layout XP

Working with the Chart Title and XP
Legend
• Click the chart title to select it
• Type the chart title, and then press the Enter key
• Click the Chart Tools Layout tab on the Ribbon
• In the Labels group, click the Legend button, and
then click the desired legend position

Working with the Chart Title and XP
Legend

Formatting a Pie Chart XP
• Click the chart to select it

• In the Labels group on the Chart Tools Layout tab,
click the Data Labels button, and then click More
Data Label Options

Setting the Pie Slice Colors XP
• In pie charts with legends, it’s best to make the

slice colors as distinct as possible to avoid
confusion
• Click the pie to select the entire data series, and
then click the slice you wish to change
• Change the fill color

Working with 3D Options XP
• To increase the 3D effect, you need to rotate the

chart
• Click the Chart Tools Layout tab on the Ribbon,
and then, in the Background group, click the 3-D
Rotation button

Creating a Column Chart XP
• A column chart displays values in different

categories as columns; the height of each column
is based on its value
• The bar chart is a column chart turned on its
side, so each bar length is based on its value

Creating a Column Chart XP
• Select the range

• In the Charts group, click the Column button and
then choose the chart subtype

Formatting Column Chart Elements XP

Formatting the Chart Axes XP

Formatting the Chart Axes XP

Formatting Chart Columns XP
• Click any column in the Sector Weightings chart

• In the Current Selection group on the Chart Tools
Layout tab, click Format Selection

Formatting Chart Columns XP

Creating a Line Chart XP
• Select the range

• In the Charts group, click the Line button, and
then click the Line chart

Formatting Date Labels XP

• In the Axes group, click the Axes button, point to
Primary Horizontal Axis, and then click More
Primary Horizontal Axis Options

Formatting Date Labels XP

Setting Label Units XP
• In the Axes group on the Chart Tools Layout tab,

click the Axes button, point to Primary Vertical
Axis, and then click More Primary Vertical Axis
Options
• Click the Display units arrow and then make your
selection

Setting Label Units XP

Overlaying a Legend XP
• In the Labels group on the Chart Tools Layout tab,

click the Legend button, and then click More
Legend Options
• Click the Show the legend without overlapping
the chart check box to remove the check mark

Adding a Data Series XP
to an Existing Chart
• Select the chart to which you want to add a data
series
• In the Data group on the Chart Tools Design tab,
click the Select Data button
• Click the Add button in the Select Data Source dialog
box
• Select the range with the series name and series
values you want for the new data series
• Click the OK button in each dialog box

Adding a Data Series XP
to an Existing Chart

Creating a Combination Chart XP
• Select a data series in an existing chart that you

want to appear as another chart type
• In the Type group on the Chart Tools Design tab,
click the Change Chart Type button, and then
click the chart type you want
• Click the OK button

Creating a Combination Chart XP

Inserting a Shape XP

• In the Illustrations group, click the Shapes
button, and then choose the shape you want
• Draw the shape in your worksheet

Aligning and Grouping Shapes XP
• Hold down the Shift key and then click each

shape to select it
• Click the Drawing Tools Format tab on the
Ribbon
• In the Arrange group, click the Align button, and
then click your alignment option
• To group several shapes into a single unit, select
the shapes, and then click the Group button in
the Arrange group on the Drawing Tools Format
tab

Aligning and Grouping Shapes XP

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Excel Tutorial 4

Working with Charts

• Create an embedded chart

New Perspectives on Microsoft Office 2007: Windows XP Editio 2

• Create and format a line chart

New Perspectives on Microsoft Office 2007: Windows XP Editio 3

• A chart, or graph, is a visual representation of a set of

New Perspectives on Microsoft Office 2007: Windows XP Editio 4

New Perspectives on Microsoft Office 2007: Windows XP Editio 5

• The data source is the range that contains the

New Perspectives on Microsoft Office 2007: Windows XP Editio 6

New Perspectives on Microsoft Office 2007: Windows XP Editio 7

• Click the Insert tab on the Ribbon

New Perspectives on Microsoft Office 2007: Windows XP Editio 8

• By default, a chart is inserted as an embedded

New Perspectives on Microsoft Office 2007: Windows XP Editio 9

New Perspectives on Microsoft Office 2007: Windows XP Editio 10

New Perspectives on Microsoft Office 2007: Windows XP Editio 11

New Perspectives on Microsoft Office 2007: Windows XP Editio 12

New Perspectives on Microsoft Office 2007: Windows XP Editio 13

New Perspectives on Microsoft Office 2007: Windows XP Editio 14

• Click the chart to select it

New Perspectives on Microsoft Office 2007: Windows XP Editio 15

• In pie charts with legends, it’s best to make the

New Perspectives on Microsoft Office 2007: Windows XP Editio 16

• To increase the 3D effect, you need to rotate the

New Perspectives on Microsoft Office 2007: Windows XP Editio 17

• A column chart displays values in different

New Perspectives on Microsoft Office 2007: Windows XP Editio 18

• Select the range

New Perspectives on Microsoft Office 2007: Windows XP Editio 19

• Click the Chart Tools Layout tab on the Ribbon

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• Click the Chart Tools Layout tab on the Ribbon

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• Click any column in the Sector Weightings chart

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• Select the range

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• Click the Chart Tools Layout tab on the Ribbon

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• In the Axes group on the Chart Tools Layout tab,

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• In the Labels group on the Chart Tools Layout tab,

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• Select a data series in an existing chart that you

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• Click the Insert tab on the Ribbon

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• Hold down the Shift key and then click each

New Perspectives on Microsoft Office 2007: Windows XP Editio 36