MAX course material MAX Excel 2010 Charts & Graphs MAX Consultancy www.max-consult.net MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Voorwoord Lesmateriaal behorende bij de serie Excel Topics. Samen met het overig materiaal heeft u snel en duidelijk de mogelijkheden over Excel grafieken of een ander specifiek onderwerp. Willemstad, juli 2013 MAX consultancy MAX Consultancy www.max-consult.net MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Inhoudsopgave blz types of charts area chart bar chart column graph line chart pie chart XY chart 1 2 3 4 5 6 7 working with the Excel document 8 column charts chart tools contextual switching row and column moving the chart to another worksheet chart tools layout adding a title a text box data labels axis title grid lines chart tools format 9 10 12 13 13 14 14 15 15 15 16 line charts changing chart colors pie charts adding percentage 18 19 20 21 tweaking a chart the one click chart 22 25 MAX Consultancy www.max-consult.net MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Charts and Graphs in Excel 2010 June 2013 Using charts and graphs in Excel is an excellent way to communicate the meaning of a group or series of numbers in a simple, visual way that makes more sense to most people than looking at raw data. Charts and graphs can be used to see how much your gas bill has changed over a 12 month period, which salespeople are bringing in the most money, which flavor of popsicle is most popular, and other numerical comparisons. Any range of data input in Excel can be translated into a chart or graph, which can especially useful when giving presentations in work situations. The concept behind charts and graphs is that a picture is worth a thousand words; today we will learn how to draw those pictures with Excel. Types of Charts Excel offers a variety of charts and most have several subtypes associated with them. Be sure to choose the correct chart for the data in the spreadsheet. • • • • • • Area Bar Column Line Pie XY (Scatter gram) MAX Consultancy www.max-consult.net Page 1 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Area Chart Area Chart Area Charts show individual volume changes over time in relation to total volume or the size of total change over a period of time. For example, data that represents profit over time can be plotted in an area chart to emphasize the total profit. Area Chart Subtypes: • 2d and 3D Area graphs • Stacked area and stacked area in 3-D • 100% stacked area and 100% stacked area in 3-D 2-D area and 3-D area charts display the trend of values over time or other category data. 3-D area charts use three axes (horizontal, vertical, and depth) that can be modified. As a rule, consider using a line chart instead of a non stacked area chart, because data from one series can be obscured by data from another series. Stacked area and stacked area in 3-D – Stacked area charts display the trend of the contribution of each value over time or other category data. The 3-D version is displayed in the same way but uses a 3-D perspective. A 3-D perspective is not a true 3-D chart; a third value axis (depth axis) is not used. 100% stacked area and 100% stacked area in 3-D – 100% stacked area charts display the trend of the percentage that each value contributes over time or other category data. The 3-D version is displayed in the same way but uses a 3-D perspective. A 3-D perspective is not a true 3-D chart; a third value axis (depth axis) is not used. MAX Consultancy www.max-consult.net Page 2 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Pie Chart Pie Chart Pie Charts compare sizes of pieces as part of a whole. Since Pie charts represent a percentage of a whole, only one row or one column of a worksheet can be used. Pie Chart Subtypes: • Pie and pie in 3-D • Pie of pie and bar of pie • Exploded pie and exploded pie in 3-D Pie and pie in 3-D ---Pie charts display the contribution of each value to a total in a 2-D or 3-D format. Slices of a pie chart can be pulled out manually to emphasize the slices. Pie of pie and bar of pie charts display pie charts with user-defined values that are extracted from the main pie chart and combined into a secondary pie chart or into a stacked bar chart. These chart types are useful for making small slices in the main pie chart easier to distinguish. Exploded pie and exploded pie in 3-D – Exploded pie charts display the contribution of each value to a total while emphasizing individual values. Exploded pie charts can be displayed in 3-D. The pie explosion settings can be changed for all slices and individual slices, but the slices of an exploded pie cannot be moved manually. MAX Consultancy www.max-consult.net Page 6 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Opening an Excel Document 1 2 3 Open Excel Open the file excel_practice_file.xls If necessary, click the yellow Enable Editing button at the top of the Excel window Navigate to the worksheet named romances, which lists the date for the number of romance books circulated by each branch of the Heights Library System for a one-week period. The days as well as the branches can be compared using different charts. The data on this sheet is used to create the charts in the following sections. MAX Consultancy www.max-consult.net Page 8 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Column Charts 1 Select columns A, B, C, D and E in rows, 3, 4 and 5 2 Go to the Insert tab • Charts group • Column command 3 Choose the first option under the heading 2-D Column The chart appears on the same sheet on which the data is located. Often, it appears on top of some of the data. To move the chart: 1 Click the edge of the window 2 When the 4-headed arrow appears, hold down the left mouse button and drag the chart. MAX Consultancy www.max-consult.net Page 9 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Switching the Row and Column To the left of the Chart Layouts group are the Data and Type groups. Using the Data group, it is possible to switch rows and columns or choose different data. Switching rows and columns can be useful in comparing the data in a different way. 1 If necessary, click the chart to be formatted 2 Go to the Design sub tab • Data group • Switch Row/column command NOTE: Some charts do not display correctly with the columns and rows swapped. MAX Consultancy www.max-consult.net Page 12 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Adding a Title A title can be added to the chart through the Layout sub tab • Labels group • Chart Title command. Choose a location for the title, select the words Chart Title, and type in a new title. Adding a Text Box 1 2 3 Click the chart to be formatted Go to the Layout sub tab • Insert group • Text Box command Click inside the chart where you want the box to appear; a text box is inserted • • Text boxes can be resized using the resizing circles on the border. Text boxes can be moved to another location within the chart area by clicking and dragging. The small green circle at the top rotates the text box to a new angle. • MAX Consultancy www.max-consult.net Page 14 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Changing Chart Colors Charts can be customized by changing the colors of one or more elements. NOTE: Changing a color on the chart is automatically reflected in the chart key. 1 Select the Main line on the chart 2 Go to the Format sub tab • Current Selection group • Format Selection command; the Format Data Series dialog box opens, where the color, style, and many other elements of each piece of the chart can be changed 3 Click Marker Fill on the left side box 4 Click the Solid fill bullet in the Marker Fill section on the right 5 Click the Color arrow and select the dark red color 6 Click Close NOTE: In a line chart, fill colors must be chosen for the marker and the line separately. MAX Consultancy www.max-consult.net Page 19 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Adding Percentages to a Pie Chart Pie charts can be labeled with percentages so that it’s clear how much of the pie each part occupies. 1 If necessary, click on the chart to select it 2 Go to the Layout sub tab • Labels group • Data Labels command 3 Choose More Data Label Options from the drop-down list 4 In the Format Data Labels dialog box, click the check box next to Percentage 5 Click to remove the check marks from the boxes next to any other options (usually Value is the default) 6 Click Close MAX Consultancy www.max-consult.net Page 21 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net Tweaking a Chart Sometimes a chart needs to be tweaked to get the desired look. Following is a common problem that arises: 1 Go to the genre circ worksheet 2 Select cells A2 to C10 3 Go to the Insert tab • Column Chart 4 Choose the first chart The chart is treating the column containing the years as part of the data to be plotted rather than as labels for the horizontal axis. MAX Consultancy www.max-consult.net Page 22 MAX Consultancy MAX Kaya Sagrado 24 Willemstad, Curaçao tel: +5999 74765002 www.max-consult.net The One-Click Chart To create a chart with just one click, select the data to be included in the chart and hit the F11 key on the keyboard; the chart should appear as a new sheet in the workbook. Try it using the romances sheet: 1 2 Select rows 3 through 10, columns A through E Press the F11 key on the keyboard; the chart is created on a new page labeled Chart1 NOTE: If a Chart1 sheet already exists, the new chart is named by the next available number. Practice Exercises 1 2 Add a new sheet to the workbook Create a spreadsheet for the following data regarding how many popsicles were sold over the summer months 3 Grape Cherry Banana Orange June July 229 380 120 256 380 430 487 400 August 269 501 643 520 Create a chart that shows the changes in popularity of popsicle flavors over the 3-month period. NOTE: Line charts are useful for showing change over time. MAX Consultancy www.max-consult.net Page 25
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