Microsoft Office Excel 2007
In Business
Core Chapter 5
Presenting Information with Charts
In Business Series © Prentice Hall 2007
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Chapter Introduction
 Excel Skill Sets
 Creating Charts
 Formatting Charts
 Advanced Chart Options
 Common Mistakes
 Quick References
 Video Workshops
In Business Series © Prentice Hall 2007
 Why Do I Need This
 What’s Wrong with This
Spreadsheet
 Review & Challenge
Questions
 Skills Exam
2
Creating Charts
 Column Charts (Data Comparisons)
 Stacked Column Charts (Percent to Total
Over Time)
 Line Charts (Trends Over Time)
 Pie Charts (Percent to Total)
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Column Charts
Data Comparisons
 Most common chart
type used to present
business data.
 Can compare data at a
specific point in time
 Can show how this
comparison changes over
a period of time
 Creating a chart in
Excel typically involves
five steps.
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Column Charts (cont.)
 Uses automobile sales
data from Figure 5.1
 SUVs generated the most
unit sales
 Bars appear in tallest to
shortest order
 Values in column B of
Figure 5.1 are sorted in
descending order
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Stacked Column Charts
Percent to Total Over Time
 Similar to a regular
column chart in that it
uses vertical bars to
display data
 Shows the proportion or
percentage each category
contributes to a total
 Can be used to show how
this relationship changes
over time
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Line Charts
Trends Over Time
 Effectively shows data
trends over a period of
time
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Pie Charts
Percent to Total
 Show the percent to
total comparison for
various data categories
 Not effective in showing a
percent to total change
over time
 Mostly used to show how
several components make
up a total for one specific
point in time
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Creating Charts Summary
 Video Workshop
 Creating Charts
 Analyzing Industry
Statistics
 Product Development
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Formatting Charts
 Formatting can significantly enhance the
appearance of charts
 Chapter 2 showed how appropriate
formatting can often make the difference
between a mediocre and professionallooking spreadsheet
 Same rule applies to charts
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Titles and Legends
 Help the user identify
the information set
forth in the chart
 To increase readability,
adjustments may need
to be made
 There are many ways to
apply formatting
commands to any area of a
chart
 The best method to use
ultimately depends on your
preference and needs
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Plot Area and Data Series
 Changes to both areas can
make a significant
difference in the
appearance of the data
that is being displayed.
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X- and Y-Axes Labels
 The labels for the
horizontal (X) and
vertical (Y) axes
frequently require
formatting.
 Appearance of either the Xor Y-axis can be changed
by clicking it once and
using the icons in the
Home and Format tabs
 Other important changes
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Adding Annotations and Objects
 Additional
enhancements such as
annotations, callouts,
or other shapes may be
needed to help
convey or clarify
information.
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Adding Annotations and Objects
(cont.)
 Besides text boxes,
other objects can be
added to a chart, such
as lines, arrows, circles,
callout boxes
 These objects can be
found in the Layout tab of
the Chart Tools section on
the Ribbon
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Formatting Charts Summary
 Video Workshops
 Formatting Charts
 Adding Annotations and Objects to Charts
 Charting Stocks versus the Dow Jones
Industrial Average
 Formatting Enhancements
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Advanced Chart Options
 When cell locations are used to define
source data, charts will automatically adjust
when source data is changed
 Feature makes charts useful for visually studying data
trends
 Non adjacent cells can be data sources
 Pasting of Excel charts into Word documents or
PowerPoint slides
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Defining the X- and Y-Axes Manually
 Non-contiguous
columns are needed
 Manually define the labels
shown on the X-axis and
the values shown on the Yaxis
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The Scatter Plot Chart
 Example uses Law of Supply
and Demand
 Key question
 How much will demand
increase or decrease when
the price of a product is
changed
 Scatter plot chart will place
a marker for each
beverage in the plot area
based on its price and
quantity demanded
 For each data series, or each
beverage, the value for both
the X-axis and Y-axis must be
defined
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Scatter Plot Chart (cont.)
 Figure 5.47 (top)
 Input boxes for defining
both axes
 Figure 5.48 (bottom)
 Name of each data series
is listed
 Unique marker is displayed
for each beverage in the
plot area
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Pasting Charts into Other Applications
 Paste Special dialog
box
 Helps to ensure that the
slide will retain all attributes
applied in PowerPoint
 Chart will appear in the
slide after you select the
Picture (Enhanced
Metafile) option and click
the OK button
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Pasting Charts (cont.)
 Figure 5.55 (top)
 Shows final PowerPoint
slide with chart
 Notice additional features
 Figure 5.56 (bottom)
 Shows chart pasted into
Word document
 Uses Paste Special and
Picture, Enhanced Metafile
option
In Business Series © Prentice Hall 2007
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Advanced Chart Options Summary
 Video Workshops
 Scatter Plot Charts
 Pasting Charts into Word
 Analyzing Supply and
Demand
 Strategy Presentation
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Chapter Summary
 Excel in Practice Anecdote
 Review Questions
 Skills Exam
 Challenge Questions
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