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HOE2 Training
2 Chart Design
You have studied the Design tab and decide to change some design elements on your two charts. You will move the pie chart to
a chart sheet so that Dr. Musto can focus on the chart. You will use other options on the Design tab to modify the charts.
Skills covered: Move a Chart • Apply a Chart Style and Chart Layout • Change the Data • Change the Chart Type • Insert a
Sparkline • Print a Chart
STEP1
MOVE A CHART
Your first task is to move the pie chart to its own sheet so that the worksheet data and the clustered
column chart do not distract Dr. Musto. Refer to Figure 3.35 as you complete Step 1.
Chart Type Template
Row/Column
Typs
Dat
Data
[ Chart consumes entire
chart sheet
s
( Chart sheet
FIGURE 3.35 Chart Moved to
New Chart Sheet >
Pie Chart 2012
a a BJ 84%
a. Open e03hlmajors_LastnameFirstname if you closed it at the end of Hands-On Exercise 1.
Save the workbook with the new name e03h2majors_LastnameFirstname, changing hi
toh2.
b. Click the outside border of the pie chart to select it.
C. Click the Design tab, and then click Move Chart in the Location group.
The Move Chart dialog box opens so that you can specify a new or existing sheet to which
to move the chart.
d. Click New sheet, type Pie Chart 2012, and then click OK. Save the workbook.
Excel moves the pie chart out of the original worksheet, creates a new sheet named Pie
Chart 2012, and inserts the chart on that sheet.
Hands-On Exercises • Excel 2O1O
STEP 2
APPLY A CHART STYLE AND CHART LAYOUT
The pie chart looks a little flat, but you know that changing it to a 3-D pie chart could distort the data.
A better solution is to apply an interesting chart style. In addition, you apply a layout to change the
location of chart elements. Refer to Figure 3.36 as you complete Step 2.
Change
Save As
Chart Type Template
Switch
Row/Coh
Type
FIGURE 3.36 Chart Style
Applied >
a. Click the More button in the Chart Styles group.
f
TROUBLESHOOTING: More looks like a horizontal line with a down-pointing triangle.
J
Excel displays the Chart Styles gallery.
b. Click Style 42, the second style from the left on the last row of the gallery.
When you position the mouse pointer over a gallery option, Excel displays a ScreenTip with
the style name. When you click Style 42, Excel closes the Chart Styles gallery and applies
Style 42 to the chart.
C. Click Layout 1 in the Chart Layouts group. Save the workbook.
Excel adds a Chart Title placeholder, removes the legend, and inserts the category labels and
the respective percentages within the pie slices.
The Layout 1 chart layout displays the category names and related percentages on the respective pie slices and removes the legend. This layout is helpful when a pie chart has more
than four slices so that you do not have to match pie slice colors with the legend.
CHAPTER 3 • Charts
d. Click the Chart Title placeholder, type 2012 College Majors, and then press Enter. Save
the workbook.
x
TROUBLESHOOTING: If you click inside the Chart Title placeholder instead of just the outer
boundary of the placeholder, you may have to delete the placeholder text before typing the new
title. Also, the text you type appears only in the Formula Bar until you press Enter. Then it appears in the chart title.
STEPS
CHANGE THE DATA
You realize that the clustered column chart contains aggregated data (averages) along with the other
data series. You need to remove the extra data before showing the chart to Dr. Musto. In addition,
you notice that Excel placed the years in the legend and the colleges on the X-axis. Dr. Musto wants
to be able to compare all majors for each year (that is, all majors for 2009, then all majors for 2010,
and so on) instead of the change in Arts majors throughout the years. Refer to Figure 3.37 as you
complete Step 3.
i
,
ats
>cience & Health
technology & Computing
Jndeclared
Totals by Year
2010
2011
3,975
1,500
2,300
1,895
4,500
5,200
1,650
4,325
5,500
1,325
3,775
1,435
2,500
1,700
4,400
5,000
20,320
19,8OO
20,135
950
Susiness
duration
Humanities & Social Science
12
2009
1,000
3,650
1,425
2,250
K
I
M
Average
1,219
1,600
3,850
4,000
1,400
1,440
3,500
2,638
1,800
1,761
4,300
4,381
4,700
5,100
2012
21,300
20,389
FIGURE 3.37 Adjusted Data
for Chart >
College Majors
*J
"—
a. Click the College Majors worksheet tab to display the worksheet data and clustered
column chart.
b. Click the clustered column chart to select it, and then click the Design tab, if necessary.
C. Click Select Data in the Data group.
The Select Data Source dialog box opens, and Excel selects the original data source in the
worksheet.
d. Click Average in the Legend Entries (Series) list.
You need to remove the aggregated data.
'
e. Click Remove, and then click OK.
f. Click Switch Row/Column in the Data group.
Excel reverses the data series and category labels so that the years are category labels and the
college data are data series and in the legend.
Q. Drag the middle-right sizing handle to the right to the end of column } to widen the chart
area. Save the workbook.
After reversing the rows and columns, the columns look tall and thin. You widened the
chart area to make the columns appear better proportioned.
Hands-On Exercises • Excel 2O1O
STEP 4
CHANGE THE CHART TYPE
Dr. Musto likes what you have done so far, but she would like the column chart to indicate total
number of majors per year. You will change the chart to a stacked column chart. Refer to Figure 3.38
as you complete Step 4.
2009
Arts
Business
Education
Humanities & Social Science
Science & Health
Technology & Computing
Undeclared
Totals by Year
2010
2011
2012
1,895
4,500
5,200
1650
1,325
3,775
1,435
2,500
1,700
4325
5500
4,400
5,000
1,600
4,000
1,400
3,500
1,800
4,300
4,700
20,320
19,800
20.135
21,300
950
3,975
1,500
2,300
1000
3550
1425
2250
Average
1,219
3,850
1,440
2,638
1,761
4,381
5,100
20,389
Undeclared
Technology & Computing
Science & Health
Humanities & Social Scienc
Education
FIGURE 3.38 Stacked
Column Chart >
a. Click the Design tab, if necessary, and then click Change Chart Type in the Type group.
The Change Chart Type dialog box opens. The left side displays the main chart types, and
the right side contains a gallery of subtypes for each main type.
b. Click Stacked Column in the Column subtype section, and then click OK.
You converted the chart from a clustered column chart to a stacked column chart. The
stacked column chart displays the total number of majors per year. Each yearly column
contains segments representing each college. Now that you changed the chart to a stacked
column chart, the columns look too short and wide.
C. Decrease the chart width so that the right edge ends at the end of column I. Save the
workbook.
STEPS
INSERT A SPARKLINE
You want to insert sparklines to show the enrollment trends for majors in each college at Hort
University. After inserting the sparklines, you will display high points to stand out for Dr. Musto and other
administrators who want a quick visual of the trends. Refer to Figure 3.39 as you complete Step 5.
• —t-
1 1-^-; '"
Edit
Data -
' Line -column Win-'os^
'
G5
L
»
Negatr,- Points
B
2009
950
3,975
1,500
2,300
1,895
4,500
5,200
12 \s by Year
20,320
4
... Markers
1,700
4,400
5,000
1,600
4,000
1,400
3,500
1,800
4,300
4,700
F
Average
1,219
3,850
1,440
2,638
1,761
4,381
5,100
20,135
21,300
20,389
G
D
E
2010
2011
2012
1,000
3,650
1,425
2,250
1,650
4,325
5,500
19,800
1,325
3,775
1,435
2,500
13
FIGURE 3.39 Sparklines
Inserted to Show Trends >•
CHAPTER 3 • Charts
* j Marker Color -
I
5 iArts
6 'Business
7 Education
8 Humanities & Social Science
9 Science & Health
10 Technology & Computing
11: Undeclared
A
A/ A/ A/
Last Pomt
Low Poi it
—.fcBJ—
G
Trends
(
fe^
£"'
" IflUngroup
FYI
a. Type Trends in cell G4, use Format Painter to apply the styles from cell F4 to cell G4, and
then click cell G5.
You entered a heading in the column above where you will insert the sparklines.
b. Click the Insert tab, and then click Line in the Sparklines group.
C. Select the range B5:E12 to enter it in the Data Range box.
d. Press Tab, select the range G5:G12 to enter it in the Location Range box, and then click OK.
Excel inserts sparklines in range G5:G12. Each sparkline depicts data for its row. The
sparklines are still selected, and the Sparkline Tools Design contextual tab displays.
e. Click the More button in the Style group, and then click Sparkline Style Colorful #4, the
fourth style on the last row of the gallery.
f.
Click High Point in the Show group.
A marker appears for the high point of each data series for each Trendline. You want to
change the marker color to stand out.
g. Click Marker Color in the Style group, point to High Point, and then click Red in the
Standard Colors section. Save the workbook.
,r-s
STEP 6
PRINT A CHART
Dr. Musto wants you to print the stacked column chart and the worksheet data for her as a reference
for a meeting this afternoon. You want to preview the pie chart to see how it would look when printed
as a full page.
a. Click cell A4 to deselect the sparklines.
To print both the chart and the worksheet data, you must deselect the chart.
b. Click the File tab, and then click Print.
The Backstage view shows a preview that the worksheet data and the chart will print on one
page.
C. Click Print if you or your instructor wants a printout.
d. Click the Pie Chart 2012 worksheet tab, click the File tab, click Print to preview the
printout to ensure it would print on one page, and then click the Home tab to go back to
the chart window.
e. Save the workbook. Keep the workbook onscreen if you plan to continue with Hands-On
Exercise 3. If not, close the workbook and exit Excel.
Hands-On Exercises • Excel 2O1O