Office Excel 2003 Lab 2 Charting Worksheet Data McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-2 Objectives 1. 2. 3. 4. 5. Use styles. Insert and size a graphic. Create a chart using the Chart Wizard. Move, size, and format a chart. Change the type of chart. McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-3 Objectives cont. 6. Create, explode, and rotate a pie chart. 7. Apply patterns and color to a chart. 8. Document a workbook. 9. Size and align a sheet on a page. 10. Add predefined headers and footers. McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-4 Concept Preview • • • • Styles Graphics Chart Chart Elements McGraw-Hill Technology Education • • • • Chart Object Group Data Label Header and Footer © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-5 Outline • Improving the Appearance of the Worksheet – Using Styles • Working with Graphics – Inserting a Graphic – Sizing Graphics McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-6 Outline • Working with Charts – Creating a Single Data Series Chart – Selecting the Data to Chart – Using the Chart Wizard – Moving and Sizing a Chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-7 Outline • Working with Charts cont. – Changing the Chart Location – Creating a Multiple Data Series Chart – Changing the Chart Type – Adding Chart Titles – Moving the Legend – Formatting Chart Elements – Changing Title Orientation McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-8 Outline • Working with Charts cont. – Changing Worksheet Data – Adding Data Labels • Creating and Formatting a Pie Chart – Selecting the Pie Chart Data – Formatting the Pie Chart – Exploding and Rotating the Pie – Applying Patterns and Color McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-9 Outline • Setting File Properties – Documenting a Workbook – Preparing a Worksheet and Chart for Printing – Sizing the Worksheet to Fit the Page – Aligning a Sheet on a Page – Adding Predefined Headers and Footers McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-10 Outline • Key Terms • FAQs • Discussion Questions McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-11 Improving the Appearance of the Worksheet McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-12 Concept 1 Style • A style consists of a combination of predefined formats • A style can be quickly applied to a selection • The default worksheet style is Normal – Includes font type, font size, alignment, and indentation McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-13 Predefined Styles Style Example Normal 89522 Comma 89,522.00 Comma [0] 89,522 Currency $ 89,522.00 Currency [0] $ 89,522 Percent 89.52200% McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-14 Style Options Style used in selected range Style options McGraw-Hill Technology Education Default workbook style © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-15 Concept 2 Graphics • Non-text element or object photograph – A drawing – A picture • Can be added to a document • Object is an item that can be sized, moved, manipulated Downtown Internet Cafe graphic illustration drawing object McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-16 Working with Graphics • Obtaining graphics – Office 2003 Clip Organizer – Microsoft's Clip Art and Media Web site – Use a scanner to convert object to an electronic format • Files are either .bmp, .jpg, or .pcx files • Be aware of copyright protection McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-17 Inserting a Graphic Results displayed as thumbnails McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-18 Sizing Graphics Graphic inserted Sizing handles McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-19 Working with Charts McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-20 Concept 3 Charts • A visual representation of data • Used to convey information in an easy-tounderstand manner • Different types available – 14 standard types of graphs or charts – Built-in custom charts McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-21 Creating a Single Data Series Chart • Charts are drawn using the data in a worksheet • To create a new chart, select a range of data from the worksheet • Excel translates the selected data into a chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-22 Concept 4 Chart Elements • A chart consists of elements – Two dimensional chart • X or category axis • Y or value axis – Three dimensional chart • X and Y axis • Z axis – compares data within a series McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-23 Elements of a Two-Dimensional Chart Element Description Category names Labels that correspond to the headings of the worksheet data plotted along the X axis Plot area Area within the X- and Y- axis boundaries where the chart appears Data series Related data points distinguished 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 Legend A box that identifies the chart data area and date markers Chart Title A descriptive label displayed above the charted data that explains the contents of the chart Category-axis title A descriptive label displayed along the X axis Value-axis title A descriptive label displayed along the Y axis McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-24 Basic Parts of a Two-Dimensional Chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-25 Selecting the Data to Chart Non-adjacent ranges selected McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-26 Using the Chart Wizard McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-27 Using the Chart Wizard Step 1 Selected default chart type Selected sub-type Selected chart ranges McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-28 Using the Chart Wizard Step 2 Column Headings Label X Axis Data range used to create a chart Row Values are data points McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-29 Using the Chart Wizard Step 3 Row label used as default title & legend McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-30 Using the Chart Wizard Step 4 Inserts chart in specified sheet McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-31 Concept 5 Chart Object • Chart object is a graphic object that is created using charting features • Can be inserted into a worksheet or a special chart sheet – Embedded charts • Inserted into the worksheet • Saved as part of the worksheet Note: As new sheet or as object in sheet McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-32 Moving and Sizing a Chart • Moving a chart – Select the chart – When the ScreenTip, “Chart Area” is displayed, drag the chart object • Sizing a chart – Resize a chart by dragging a sizing handle McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-33 Changing the Chart Location Chart displayed in separate sheet McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-34 Creating a Multiple Data Series Chart • Display several categories on a single chart • Change data series if necessary McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-35 Multiple Data Series Changing Chart Type McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-36 Multiple Data Series Stacked-Column Chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-37 Multiple Data Series Columns with Depth (custom) Chart titles are missing McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-38 Adding Chart Titles 3-D chart includes a value (Z) axis McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-39 Moving the Legend Legend displayed below plot area McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-40 Concept 6 Group • Two or more objects that behave as a single object when moved or sized • A chart consists of many separate objects The legend is a group object consisting of separate items McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-41 Formatting Chart Elements Chart title formatted to a new font, size & color This icon formats the selected object in chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-42 Changing Title Orientation Dragging line changes text orientation Changes orientation of selection to 90 degrees McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-43 Changing Worksheet Data • Change data in worksheet • Worksheet will be recalculated • Chart columns that reference the changed worksheet cells will automatically be redrawn – Chart is linked to source data – Changes to the source data are automatically reflected in the chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-44 Concept 7 Data Label • Provides additional information about a data marker • Can consist of the value of the marker, the name of the data series, a percent value, or a bubble size • Types available depend on the type of chart McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-45 Data Labels Data labels show value of data point McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-46 Creating and Formatting a Pie Chart • A pie chart compares parts to whole • Worksheet data is displayed as slices in a circle • Each slice is a percentage of the total • Pie charts have no axes McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-47 Selecting the Pie Chart Data 3-D pie chart Pie chart object is stacked over column chart object McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-48 Formatting the Pie Chart • Add a chart title • Turn off legend • Display data labels Label too large to fit on one line Legend removed McGraw-Hill Technology Education Data labels displayed © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-49 Exploding and Rotating the Pie Pie chart rotated 180 degrees to the right Exploded slice more prominent McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-50 Applying Patterns and Color Adds fill effects such as patterns McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-51 Patterns McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-52 Setting File Properties • Document a workbook • Prepare the worksheet and charts for printing • Preview the workbook • Size the worksheet to fit the page • Align a sheet on a page McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-53 Document a Workbook • Information about the file includes a title, subject, author, keywords, and comments • This information helps you locate the workbook file • It also helps indicate the objectives and use of the workbook McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-54 Prepare a Worksheet and Chart to Print McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-55 Sizing the Worksheet to Fit the Page McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-56 Aligning a Sheet on a Page McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-57 Concept 8 Header and Footer • Information that appears at the top and bottom of each page – Header appears above the top margin • Usually contains the file name or worksheet title – Footer appears below the bottom margin • Usually contains page number and date • Can also contain graphics McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-58 Creating and Header and a Footer Displays a list of predefined headers McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-59 Key Terms cont. • • • • • • • • area chart bar chart category axis category-axis title category name chart chart gridlines chart object McGraw-Hill Technology Education • • • • • • • • chart title clip art column chart data label data marker data series drawing object embedded chart © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-60 Key Terms cont. • • • • • • • • embedded object explode file properties footer graphic group header keyword McGraw-Hill Technology Education • • • • • • • • legend line chart margin object picture pie chart plot area series formula © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-61 Key Terms cont. • • • • sizing handle source program stack stacked-column chart • style • thumbnail • value axis McGraw-Hill Technology Education • • • • • value-axis title Wizard X axis Y axis Z axis © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-62 FAQs 1. What are styles and how can I use them? 2. The graphic image I inserted in my worksheet is too big. What can I do? 3. What are thumbnails? 4. How do I create a chart? 5. I'm not sure I understand the X axis and the Y axis. Please explain. 6. What is the Chart Wizard? McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-63 FAQs 7. Can I place a chart in the same worksheet that supplied the data? 8. My chart is not positioned correctly. How do I move and resize it? 9. What is a multiple series chart? 10. I need to change the data in my chart. How do I do this? 11. What are data labels? McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-64 Discussion Questions 1. Review the steps to create a pie chart that explodes a slice. How do you rotate the title? 2. Your group has been assigned to create a home budget. Discuss what data goes into the worksheet. What chart can be used to display the results? McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved. 2-65 Discussion Questions 3. You used the Wizard to create a chart. What else can you do to make your chart more attractive? List the formatting options that you can use. 4. Excel creates single and multiple data series charts. Give examples of each. 5. 14 types of graphs and charts can be created in Excel. Select 4 charts and describe them. McGraw-Hill Technology Education © 2004 by the McGraw-Hill Companies, Inc. All rights reserved.