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INTRODUCTION
This workbook will explore how to build and format charts in MS Excel XP. Tasks such as choosing
the right chart for an application, creating a chart using the Chart Wizard, modifying chart elements,
and creating a custom chart are covered. It is assumed that you have completed MS Excel Part 1:
Organizing Data; or, you are proficient in navigating MS Excel XP, formatting worksheets, working
with ranges, creating Quick Formulas, and using the help features.
Chart Elements
A chart consists of a chart title, x- and y-axes and their titles, data series, category names, and a
legend. Typically, category names are displayed on the x-axis and values are displayed on the y-axis.
Data from cells is shown as points, bars, lines, or other shapes depending on the chart type. Data
may be grouped into series with multiple series displayed as a different color, pattern or shape (see
Fig. 1.1).
Plot Area
Values
Gridline
Y-Axis
Chart Area
Data Series
The data on a chart may come from adjacent cells or different areas of a worksheet or workbook (see
Fig. 1.2). Each cell is represented as a single point on the chart and each data series is contained in
adjacent cells in the sheet. Charts can be embedded as an object on a sheet (see Fig. 1.2) or displayed
as a separate sheet.
Task #1
Use Fig 1.3 to complete the following task:
1. Place each letter from the chart below next to the appropriate term
Terms
__ Category Name
__ X-Axis Title
__ 59,321
__Chart Title
__ Y-Axis
__ X-Axis
__ Legend
__ 56,831
__ Values
__ Chart Area
__ Plot Area
__ Y-Axis Title
__ Gridline
Standard Charts
There are 14 standard type charts with a total of 71 sub-type variations available in MS Excel.
These charts are described below with insight into when to use which chart.
Compare Values
The charts shown above compare values of data series (e.g. Alan’s scores compared to
the class average score). Column charts display data vertically only. Bar charts display
horizontally only and are the best visual display for data that is ‘moving forward’ or if
there are a large number of values to display or print. Cylinder, cone, and pyramid
charts display data horizontally or vertically. Excel offers seven subtypes for each of the
charts above (35 total).
Radar chart, also called spider chart, is the circular form of a line
chart and is best used to look at several different values related to
one item (e.g. performance levels for various students). The X-axis
is plotted at equally spaced points around the circle. The Y-axis is
Radar plotted as a radius, so each category has its own y-axis radiating
from the center where a low value is indicated to a point near the
edge where a high value is indicated. Colored lines are used to connect points
belonging to the same series. Radar Charts require at least three categories and one set
of data. Excel offers three subtypes of radar charts.
Range of Values
Stock charts illustrate the variation in stock value over time. Three
data series are required: high, low, and closing value of the stock for
each day. This chart is more temperamental than other Excel charts,
consequently, you must arrange the data in the appropriate order
Stock and have it selected on the sheet before selecting this chart type.
Excel offers four subtypes of stock charts.
Many charts above may have an option to display as clustered or stacked. Clustered displays (see
Column chart above) group data series next to each other according to categories and stacked
displays (see Bar chart above) show data series for a category stacked one on top of the other
displaying each series as a whole similar to Pie or Doughnut charts.
Many Excel chart types are referred to as 3-D. Some are true 3-D because they have three axes:
category (x), value (y), and series (z) which extends into the third dimension. Others are 2-D with
a perspective appearance.
Things to keep in mind when choosing a chart: Combination charts and charts
that stack colors can become confusing if several data series are presented. If the
chart will be viewed on a computer screen or on paper by one person at a time, you
can choose a complex chart type: otherwise, keep it simple.
Custom Charts
MS Excel also offers twenty graphically enhanced variations of the standard type charts, or you
may create your own custom chart and save it with the existing custom charts (see page 27).
Custom charts do not have sub-type selections.
Task #2
From the list of phrases below, place the appropriate letter on the line before the group of charts
that it best describes.
__
___ ___
___ ___
___ ___
Step 1
Step 2
Step 3
Step 4
Finding a chart that best displays your data is made easy with Chart Wizard because you can
preview what your data will look like as different types prior to creating your chart (see Fig. 1.5).
To preview a chart type in Chart Wizard follow the steps below:
1. From the Standard Types tab, click Press and Hold to View Sample
2. View a sample of the selected chart with your data in the Sample window
3. When you have selected a chart, click Next to begin step 2
Step 1
Step 2
Step 3
Task #3
Perform the following to complete Step 1 of the Chart Wizard:
1. Move the Chart Wizard window away from the cells you wish to chart (see Fig 1.7).
2. From the Chart Wizard – Step 2 of 4 Chart Source Data, click-->Data Range tab-->
Data Range box (if not already selected).
3. On the worksheet drag through the first series of cells you want to include in your chart
including labels (dialog box reduces to a title bar and the cell range appears in the bar
window).
4. From Series in, click either the Rows or Columns radio buttons for the desired x/y axes
orientation.
5. Click the Series tab (Series tab, see Fig. 1.8).
6. To add additional data series, click the Add button.
7. To change the name of the new data series, click in the Name text box and highlight the
series name on the worksheet.
8. To select the values for the new series, click in the Value: text box and highlight the data
series on the worksheet.
9. If the category labels need to change, click in Category (x) axis labels box and highlight
the labels on the worksheet.
10. Click Next to begin step 3.
Step1
Step 2
Step 3
Step 4
Step 5
Title Bar
Step 7
Step 8
Step 6
Step 9
Step 10
Task #4
Perform the following to complete Step 2 of the Chart Wizard:
1. The Titles tab provides the ability to add a custom title to the chart and primary and
secondary x- and y- axes labels (see Fig 1.10).
Labels
2. The Axes tab allows you to display your Category (x) or Value (y) axes. If you choose
not to display an axis the text or numbers that define the data points along the axis are
removed (see Fig 1.11).
Y-Axis display
Y-Axis display
3. The Gridlines tab allows you to turn x- or y- axes gridlines on or off (see Fig 1.12).
Selecting minor gridlines adds lines between the major gridlines.
Gridline
4. The Legends tab allows you to select the location of the legend on the page or eliminate it
if it’s unnecessary (see Fig 1.13).
Legend
5. The Data Labels tab allows you display series name, category name, or values next to the
data point (see Fig. 1.14). The Separator option determines whether a space or comma,
for example, is used to separate multiple labels on one bar. The legend key option places
a legend key next to the data label.
Legend Key
6. The Data Table tab provides an alternative to adding a data label (see Fig. 1.15).
Selecting the Show data table check box displays the worksheet cells below the chart and
the Show legend keys check box inserts the legend information in the table.
Data Table
Legend Key
7. After you made all changes with available options, click Next to begin Step 4.
Task #5
Perform the following to complete Step 3 of the Chart Wizard:
1. From Chart Wizard – Step 4 of 4 – Chart Location window, click the radio button of
choice.
2. Use the text field to change the name of a new worksheet tab or from the drop down
menu select an existing worksheet tab to embed the chart.
3. Click Finish to create your chart.
Task #6
Perform the following to complete Step 4 of the Chart Wizard:
Chart Menu
Task #7
Complete the following task:
(A) Format Plot Area and Legend Key (B) Format Legend Entry
Task #8
Complete the following task:
(C) Format Chart and Axis Title (x and y) (D) Format Legend
Task #9
Complete the following task:
Task #10
Complete the following task:
1. Change the object positioning so it will not move or change size with the cell
2. Change gridline color to dark orange and increase line weight
3. Change major unit scale to 5
4. Save your work
Task #11
Complete the following task:
Chart Menu – To add a new data series using the Chart menu follow the steps below (see Fig.
1.36):
Step 2
Step 1
Step 3 Step 4
Step 5
Step 6
Step 7
Drag and Drop - To add a new data series using the drag and drop method (embedded chart
only) follow the steps below (see Fig. 1.37).
1. Highlight the data series you want to add to the chart then release the mouse and move
it off the highlighted area
2. Move the mouse back over the highlighted area until the double arrow crosshair
appears and hold the mouse down
3. Drag the highlighted data series onto the chart (only a small plus sign appears when
you drag)
4. From the Paste Special window that appears, select the radio buttons that will display
the new data in the desired configuration
5. From the Paste Special window, click OK to view the chart with the new data series
Step 1
Step 2
Step 3
Step 4
Step 5
Copy and Paste - To add a new data series using the copy and paste method follow the steps
below (see Fig. 1.38).
1. Highlight the data series you want to add to the chart, from the Edit menu, click Copy
2. Activate the chart
3. From the Edit menu, click Paste Special
4. From the Paste Special window that appears, select the radio buttons that will display
the new data in the desired configuration.
5. From the Paste Special window, click OK to view the chart with the new data series
Step 1
Step 3
Step 2
Step 4
Step 5
Task #12
Select any method to complete the following task:
1. Add the eggs data series for female students, faculty and staff to your chart
2. Save your work
CUSTOM CHARTS
In Step 1 of the Chart Wizard, the Custom Types tab provides you with access to 20 customized
versions of standard charts when the Built-in radio button is selected. When the User-defined radio
button is selected you can add a chart of your own creation to the Custom Types tab so they can be
quickly applied to another chart (see Fig. 1.40). To add your customized chart to the Chart Wizard
follow the steps below:
Step 2
Step 1
Step 3
Step 4
Step 5
Task #13
Complete the following task:
1. Name your chart Breakfast Choice, enter a description and add it to the custom type
charts
2. Save your work
RESOURCES
Following is a list of resources to help you with questions you may have about Excel:
MS Excel questions should be emailed to the ICT Help Desk at ict.helpdesk@emich.edu or call
734.487.2120
Use the built in Help function from the Menu Toolbar in MS Excel XP
Excel 2002 Bible, Welkenbach, Hungry Minds, Inc, New York, 2001. ISBN 0-7645-3583-8
New Perspectives on Microsoft Excel 2002: With Visual Basic for Applications, Friedrichsen,
Thomson, Boston, 2002. ISBN 0-7600-6435-0
For more information on other computer training sessions and materials being offered by ICT visit
ICT’s web site at: http://www.emich.edu/public/itech/training