Excel 2010
Charts & Graphics
For Intermediate Excel users
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Working with Charts and Graphics
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Create, Modify and Format Charts
Insert and Modify Pictures
Draw and Modify Shapes
Insert SmartArt Graphics
Create, Modify and Format Charts
Definition:
A chart is a visual representation of data from a worksheet that
displays the relationship between the different sections of the data.
There are several different types of charts:
Chart Type
Description
Column charts are used to
compare values across
Column categories
Line charts are used to display
trends over time
Line
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Pie charts are used to display
the contribution of each
Pie value to a total -- Use it
when values can be added
together or when you have
one data series and all values
are positive
Bar charts are used for
Bar comparing multiple values
Area charts are used to
emphasize differences
Area between several sets of data
over a period of time
Scatter charts are used to
compare pairs of values – use
XY (Scatter) it when the values being
charted are not in X-axis
order or when they represent
separate measurements
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
Other chart

types
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Stock Chart – sometimes called High-Low-Close-Open, is a specialized
chart types for the financial industry
Surface Chart – compares trends in values across two dimensions in a
coninuous curve
Doughnut Chart – like pie charts, these enable you to compares parts of
multiple data series to the whole of each data series
Bubble Chart – a variation on a scatter chart that compares sets of three
values
Radar Chart – displays changes in values relative to a center point
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How to Create a Chart
Select the desired data by
clicking and dragging
On the Insert tab, in the Charts
group, click the button for the
desired chart
Select the desired chart subset
$250
$200
$150
$100
Jan
$50
Feb
$0
Mar
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Modifying Charts
After you create a chart, you can add additional data series to the chart or modify its
structure rather than completely re-creating it.
Chart Elements
There are a variety of chart items that you can choose to include in a chart depending upon
the chart type and how you need to identify the chart data.
First Quarter - 2014
Title
Vertical Axis
241
250
201
Vertical
Axis Title
Sales (Thousands)
200
211
195
185
176
Data Labels
220
210
195
186
Gridlines
141
150
110
Jan
100
Feb
Mar
50
Legend
Horizontal Axis
0
Jan
J.Case
110
D.Cider
201
B.Dover
210
P.McCracken
220
Feb
176
211
185
195
Mar
141
241
195
186
Sales Force
Data Table
Horizontal
Axis Title
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Chart Element
Chart Title
Category (X) axis
title
Purpose
Describes what the overall chart represents
In a chart with an X axis, describes what the X axis represents
(horizontal)*
Value (Y) axis title
In a chart with a Y axis, describes what the Y axis represents (vertical)*
Axes
In charts displaying multiple data series, the X axis shows the data
series in each category, and the Y axis shows how the data is measured
(dollar amounts, time, and others)
Gridelines
For charts with axes, each of the X and Y axes can display both major
and minor gridlines
Legend
Indicates what color or symbol represents which particular data series
Data labels
Indicates the numberic value, the percentage, or the name of a single
data point
Data table
Displays the worksheet data that the chart is based on in a table below
the chart
*The X axis is a horizontal line and the Y axis is a vertical line. Here is easy trick to
remember which is the X axis and which is the Y axis:
X to the left
and
Y to the sky
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When you create a chart in Excel, you will notice that you have a new Tab on your
ribbon – Chart Tools – this tab contains
three additional tabs (described below)
to assist you with your chart
appearance and layout.
Tab
Description
Provides options to modify the style, layout, data source and type of chart –
the groups are:
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
Design
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Type: options to change the type of chart and to save a template
Data: options to switch between the row and column data, as well as
to edit the data source
Chart Layouts: options to modify the layout of the chart
Chart Styles: options to change the appearance of the chart to one
of the preset styles in the Quick Styles gallery
Location: options to move the chart to another worksheet or to
another chart
Provides options for further customizing chart elements – the groups are:

Layout
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Current Selection: allows a chart element to be selected and
formatted
Insert: allows for inserting pictures, shapes and text boxes
Labels: options to manage labels on various locations of a chart
Axes: options to manage the formatting of axes and gridlines
Background: options to modify the background elements of a chart
Analysis: options to add elements for aiding analysis
Properties: option to specify a chart name
Provides options to format the chart and chart elements – the groups are:
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Format
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Current Selection: allows a chart element to be selected and
formatted
Shape Styles: options to modify the color, style, and effects applied
to a shape
WordArt Styles: options to preview WordArt styles and modify the
fill color, line color, and effects - WordArt is a method for treating
text as a graphic object
Arrange: options to arrange, align, and rotate the shapes, WordArt,
or text boxes
Size: options to modify the width and height of the selected
graphical object
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How to Modify Charts
Chart Type
1. Select Chart
2. Select Design
from Chart
Tools Tab
3. Click Change
Chart Type in
Type group
4. Choose your
new chart type
Click OK
P.McCracken
B.Dover
D.Cider
Mar
J.Case
Feb
0
100
200
300
Jan
Sales
(Thousa
nds)
Sales Force
View new chart style
First Quarter - 2014
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Resize a Chart
Select chart

To resize the chart WITHOUT maintaining its
scale, click and drag the border of the chart
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To resize the chart WHILE MAINTAINING its scale,
hold the Shift key as you click and drag the border
of the chart
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To resize the chart to a
fixed size, choose the
specific size you want in
the Size group of the
Format Chart Tools tab
Moving a Chart Between Sheets
Select chart
In the Location group of the Design Chart Tools tab, click Move Chart
You can move it to a New sheet or to
an existing sheet in your workbook
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Add or Remove Chart Elements
1. Select chart
2. On the Ribbon, select the Chart Tools
Layout tab
3. In the Labels and/or Axes group(s),
select your desired chart element(s)
Element
Options
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Element
Options
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Element
Options
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Element
Options
Chart Styles
The Chart Tools Design tab gives
you other options for customizing
your charts.
In the Chart Styles Group, you
have several options to change
the color scheme of your chart
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Your chart can go from this
To this
300
250
200
150
100
50
0
First Quarter - 2014
Sales (Thousands)
Sales (Thousands)
First Quarter - 2014
Jan
Feb
300
250
200
150
100
50
0
Jan
Feb
Mar
Mar
Sales Force
Sales Force
In the Chart Layouts group,
you have several pre-set
chart options
These options allow you to pick a complete set of
options with one click
First Quarter - 2014
Sales (Thousands)
300
250
200
150
100
50
0
J.Case
D.Cider
B.Dover
Sales Force
P.McCracken
NOTE:
You can even
customize data
series individually
or as groups
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For even more control over formatting specific areas of your chart, there are options on the
Chart Tools Format tab for Shape Styles and WordArt Styles
TURN THIS…..
INTO THIS!
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User Activity
(Open Chart Calculations.xlsx on desktop in EXCEL TRAINING Folder)
Task
1. Change the bar chart to a
3-D Clustered Column
chart
Steps
a.
b.
c.
d.
e.
2. Resize the chart
3. Move the chart to a
chart sheet and name
the sheet 2014 1st
Quarter
4. Add a chart title
f.
a.
b.
c.
a.
b.
c.
a.
b.
5. Change location of the
legend
6. Continue to change
chart elements
c.
a.
Select the bar chart
Select the Chart Tools Design tab
In the Type group click Change Chart Type
In the Change Chart Type dialog box, in the left
pane, select Column
In the right pane, in the Column Section, in the first
row, click the fourth chart to change the bar chart
to a 3-D Clustered Column chart
Click OK
Select the chart
Point to the lower-left corner of the chart
until the mouse becomes a two-headed
arrow pointer
Click and drag until the outline is your desired size
Select the chart
On the Chart Tools Design tab, in the Location group,
click Move Chart
In the Move Chart Dialog box, select the New Sheet
option -- in the New Sheet text box, type 2014 1st
Quarter and click OK
In the Chart Tools Layout tab, select Chart Title
and Above Chart
click in Chart Title Box and type: 2014 SemiAnnual Sales
Adjust font/size if desired
In the Chart Tools Layout tab, select Legend and
Show Legend at Bottom
Try out different options in the Design, Layout,
and Format tabs of the Chart Tools tab
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Insert and Modify Graphic Objects
Definition:
A graphic object is a visual element that can be inserted into a
worksheet – such as ClipArt, a Picture, SmartArt and Shapes
Graphics can be inserted anywhere in a worksheet and are not associated with a specific cell.
You can resize and rotate graphic objects. Some graphics, such as pictures and ClipArt, are
premade and inserted from existing file. Other graphics, such as SmartArt and shapes, are
created from scratch by drawing or inserting them onto the worksheet.
Object Type
Description
Simple, stylized, pre-created two-dimensional drawings that can be
inserted in your worksheet
ClipArt
A collection of clip art is available through the ClipArt gallery as well as
other media files such as photographs, movies and sounds
An image that is stored in any one of a number of graphics file formats
that you can insert into your worksheet
Picture
Pictures can be enhanced by changing the style and effects like shadow
and glow – you can add borders and adjust the size
Shapes
SmartArt
Shapes are simple geometric objects that you can draw and modify as
needed to enhance your worksheets
A SmartArt graphic is a custom-made visual representation of the
relationships between data, events, or ideas – combining graphic objects
with text and connector symbols to create custom illustrations
Inserting ClipArt
To insert a ClipArt, on the Insert tab in the
Illustrations group, click ClipArt
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The ClipArt task pane appears
Type in a word or phrase that describes
the type of ClipArt you want
You can also filter based on media types
Find the ClipArt (or other media
type) you want to use and click
to insert it onto your worksheet
The graphic will be inserted into your worksheet
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Inserting a Picture, Shapes, SmartArt, or Screenshot
The process for inserting a Picture, Shapes,
SmartArt or Screenshot into your worksheet is very
similar to inserting ClipArt
From the Insert Tab, in the Illustrations group,
select your desired graphic object
Picture
Select a picture from
your files and click
Insert
Shapes
Select your desired
shape
Click on worksheet and the
shape will automatically
appear in default size
OR
Click and drag on your
worksheet until your shape
is the size you wish
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SmartArt
You can choose a
wide variety of
SmartArt graphics
Click here to learn more about
SmartArt graphics
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Screenshot
Just like in Outlook
and Word, you can
capture objects on
your computer
desktop and insert
into Excel
Use Screen Clipping
if you only want a
portion of a screen
You do not need to worry about a graphic object fitting into a in a cell – you can place it
anywhere on your worksheet
To move a graphic object, click on it and
drag it to your desired position
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Three different “Sizing Handles” appear around any
graphic you insert
The green circle allows you to rotate the
graphic – clicking on the green circle
changes your mouse pointer
to a circular arrow
Rotating the image will change your mouse
pointer to this circular arrow shape
You can rotate your
graphic in any direction
The round sizing handles at the corners
allow you to increase or decrease the
size of your image while maintaining its
proportions
A two-headed arrow appears when you click
on a corner sizing handle
The square sizing handles at the top,
bottom and sides, allow you to increase
or decrease the size of your image and
change its proportions – you can make it
either skinny or fat
Again a two-headed arrow appears when you
click on a top, bottom, or side corner sizing handle
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User Activity
(Open Chart Calculations.xlsx on desktop in EXCEL TRAINING Folder
Task
1. Insert the SI Logo
2. Apply a Picture Style to
the logo
3. Apply a Picture Effect
to the logo
4. Apply a Correction to
the logo
Steps
a. Select cell A1on Sheet 1
b. On the Insert tab, in the Illustrations group, click
Picture
c. In the Insert Picture dialog box, navigate to the
EXCEL TRAINING folder on the desktop
d. Double-click the SI Logo.png graphic to insert it into
the worksheet
e. Center logo over data - Resize logo if necessary
using the sizing handles
a. If necessary, select the logo
b. On the Picture Tools tab, in the Picture Styles group,
select the fourth style from the list to apply the
Drop Shadow Rectangle style
c. Deselect the logo to view the picture style
a. Select the logo
b. On the Picture Tools Tab, in the Picture Styles group,
click the Picture Effects drop down list, select
Glow and choose
the lower right
corner glow
effect
a. If necessary, select the logo
b. In the Adjust group select the down arrow next
to Corrections
c. Choose the far right Correction – 50% correction
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Draw and Modify Shapes
Excel gives you the options to add lines and shapes to help further emphasize or draw
attention to a particular area of your worksheet.
Definition:
Simple geometric objects that you can draw and modify as needed to
enhance your worksheets
There are many ready-made shapes that you can quickly insert into your worksheet from the
Shapes gallery in the Illustrations group on the Insert tab. These include:
Shape Type
Example
Lines, arrows and connectors
Rectangles and other basic shapes
Block-style arrows
Mathematical symbols for equations
Flowchart elements
Stars and Banners
Callouts
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How to Draw and Modify Shapes
On the ribbon, select the Insert tab
In the Illustrations group, click Shapes to display the
list of shapes
Select a shape
Position your mouse pointer on a worksheet
Draw the shape

Click to drop a presized shape onto the
worksheet

OR…click and drag
to the draw the
shape
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If necessary, you can modify the appearance of the shape – this is similar to how you
modified the chart earlier.
Again, you have the
sizing handles
and the Rotation
handle
You may also have a
“re-shaping” handle
The “re-shaping” handle alters the way your shape looks. In this star example, you can
change the star to look
like this
or this
by moving the yellow
re-shaping handle up or
down
Not all shapes will have a re-shaping handle. Some shapes have more than one. The reshaping handle will affect different shapes differently.
For instance, this two headed arrow has two re-shaping
handles
By moving one handle,
you can get this shape
By moving the other
handle, you get this
shape
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You can also change the appearance
of your shape’s color and border as
well as add custom effects in the
Shape Styles group on the Drawing
Tools Format tab
Option
Shape Fill
Shape Outline
Description
Will change the “fill” of your shape
- Change Color
- Change to a Picture
- Add a Gradient
- Add Texture
Will change the border of your shape
- Change Color
- Remove border (No Outline)
- Change thickness
- Change lines to Dashes
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Shape Effect
Shape Style
Will add special effects to your shape
- Shadow
- Reflection
- Glow
- Soft Edges
- Bevel
- 3-D Rotation
Choose from a variety of
pre-made color styles
You can take this shape
and turn it into this shape
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SmartArt Graphics
Definition:
Combines graphic objects with text and connector symbols to create
complex custom illustrations to visualize relationships between data,
events or ideas
SmartArt Gallery
The SmartArt Gallery is located on Illustrations
group of the Insert tab
There are seven categories of SmartArt – all with
multiple layout options
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There are several ready-made SmartArt graphics available in Excel – here are a few examples:
SmartArt Graphic to
Illustrate:
Example
Lists
Cycle
Hierarchy
Let’s use the Hierarchy category and
insert an Organizational Chart
Click on the thumbnail and then click OK
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Your SmartArt is
placed on your
worksheet
You can edit the
text by clicking
inside a text
placeholder and
typing your
desired text
You can move the SmartArt to a
different location in your worksheet
- Position your mouse pointer on
the border until it becomes a
four-headed arrow
- Click and drag to desired location
You can also resize your SmartArt
graphic
- Position your mouse point on a
corner of the border until it
becomes a two-headed arrow
- Click and drag to desired size
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You can also format
your SmartArt
graphic
with several
different…
Layouts
Colors
Styles
Colors
Layouts
Styles
From this…
To this
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User Activity
Task
1.
Create a shape
2. Create a SmartArt
graphic
Steps
a. Edit the shape for:
 Size
 Fill/Border
 Rotation
 Design (re-shaping handle)
a. Edit the SmartArt for:
 Layout
 Colors
 Styles
b. Add Text
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