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Changing the appearance of a chart

From: Excel for Mac 2011 Essential Training

Video: Changing the appearance of a chart

When you create a chart, Excel applies attractive but somewhat neutral formatting to it. You can change that formatting, either all at once by selecting New chart style or by formatting individual chart elements. The first way that you can change a chart's appearance is by changing its style. To do that, you click the chart, and then on the Charts tab at the Ribbon you can go to the Chart Styles gallery here at the right side. You can display all the styles available by hovering your mouse pointer over the in-Ribbon part of the gallery and then clicking the Expand button.

Changing the appearance of a chart

When you create a chart, Excel applies attractive but somewhat neutral formatting to it. You can change that formatting, either all at once by selecting New chart style or by formatting individual chart elements. The first way that you can change a chart's appearance is by changing its style. To do that, you click the chart, and then on the Charts tab at the Ribbon you can go to the Chart Styles gallery here at the right side. You can display all the styles available by hovering your mouse pointer over the in-Ribbon part of the gallery and then clicking the Expand button.

Once there, you can select a style that you like. I will go for one with a little bit more red and that has a 3-dimensional effect to it. If you want to format an individual chart element, you can do that as well. The easiest way to format a chart element is if it contains text, and if that's the case, for example here, with the title of Sales, you can simply select it and then on the Home tab at the Ribbon, you can use these controls to change that text's formatting. So, for example, if I wanted to change the font color to bright blue, I could do that, and then when I click away, I release this selection, and that element takes on the formatting that I applied to it.

If you want to format another chart element, you can do so by clicking it. Let's say, for example, I wanted to format the Mandarin bar here in the chart. If I click it, you will see that I actually selected the entire data series. See this little handles or markers on the corners; that indicates that those columns bar have been selected. If I want to select a particular column, I need to click it again, and Excel released the other selections. You will notice that the little circles that were on their corners are gone, but they have remained here.

That means that I can now format this chart element by itself. So to do that, I can go up to the Format contextual tab - I am on the Charts tab - and then click Format to display the contextual tab. Now I can change the Mandarin bar's color. So, for example, if I wanted to change its fill, I can click here and select another value. It's Mandarin, so I will make it an orange. So now Mandarin stands apart from the other data for Lemon, Rosemary, and Jalapeno.

If you are not certain which chart elements you can select, you can go to the Format contextual tab, after clicking the chart, and then over here in Current Selection you can click the Chart Element down arrow and select an area. So, for example, if you wanted to select the legend, which is over here on the right, you can do so, and then to format it, you can click the Format Selection button. I won't actually change any formatting here, but in this case, you could change its placement, you can change the font, you can change the fill color, and these are all techniques that you have seen throughout this course.

So I will click Cancel. You are not limited to the legend or any particular chart elements. Every chart element that is available for formatting you can select through those chart element list box and then click Format Selection to display the formatting tools you can use for it. Let's say that you have created a chart layout and formatting that you like, and you want to save it as a template to apply to other charts; just like we did earlier when we apply the chart style, you can create your own chart styles. To do that, you click the Charts tab on the Ribbon, the main Charts tab, and then you click the Other button, and at the bottom is the option Save as Template.

When you click that, you get the Save Chart Template dialog. You can type in the name of your chart. I will just leave it as My Chart. You can change it to anything you like. And I will click Save. So I have saved this chart as a chart template, its formatting and layout. If I want to apply it to another chart, I can do so by going to the Charts tab of the Ribbon, clicking Other, and then at the bottom of the Chart Types window, we have my template, which is called My Chart.

I don't want to apply at this time, so I will press Escape to close the window. Formatting charts can be as simple as clicking a new style, or as complex as changing each element by hand. Regardless of how you arrive at a finished design, if you want to apply it to other charts, you can do so by saving it as a template.

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This video is part of

Image for Excel for Mac 2011 Essential Training
Excel for Mac 2011 Essential Training

100 video lessons · 31169 viewers

Curt Frye
Author

 
Expand all | Collapse all
  1. 1m 58s
    1. Welcome
      1m 16s
    2. Using the exercise files
      42s
  2. 20m 56s
    1. Exploring the Excel 2011 window
      4m 16s
    2. Introducing the Ribbon for Mac
      4m 44s
    3. Customizing the Ribbon
      4m 20s
    4. Setting program preferences
      3m 20s
    5. Getting help in Excel
      4m 16s
  3. 20m 4s
    1. Opening, creating, and saving workbooks
      5m 23s
    2. Setting workbook properties
      4m 14s
    3. Creating and modifying workbook templates
      4m 18s
    4. Managing workbooks across multiple versions of Excel
      6m 9s
  4. 1h 2m
    1. Selecting cells and groups of cells
      4m 58s
    2. Copying and pasting cell data
      2m 39s
    3. Entering data using AutoFill and other techniques
      4m 32s
    4. Inserting symbols and special characters
      5m 3s
    5. Creating an Excel table
      4m 43s
    6. Locating and changing data using Find and Replace
      4m 57s
    7. Restricting input using validation rules
      4m 42s
    8. Using lists to limit data entered into a cell
      2m 32s
    9. Sorting worksheet data
      3m 2s
    10. Creating a custom sort order
      3m 54s
    11. Filtering worksheet data
      4m 6s
    12. Inserting, moving, and deleting cells and cell ranges
      3m 50s
    13. Splitting and freezing rows and columns
      3m 51s
    14. Managing worksheets
      5m 28s
    15. Creating, editing, and deleting headers and footers
      4m 41s
  5. 1h 17m
    1. Introducing Excel formulas and functions
      3m 17s
    2. Adding a formula to a cell
      4m 0s
    3. Introducing arithmetic operators
      4m 13s
    4. Using absolute and relative cell references
      6m 29s
    5. Controlling how Excel copies and pastes formulas
      6m 5s
    6. Referring to Excel table data in formulas
      2m 3s
    7. Creating an AutoSum formula
      3m 22s
    8. Summarizing data on the status bar
      2m 22s
    9. Joining text in cells with concatenation
      3m 59s
    10. Summarizing data using an IF function
      6m 21s
    11. Summarizing data using SUMIF and other conditional functions
      5m 41s
    12. Creating formulas to count cells
      2m 37s
    13. Rounding cell values up and down
      4m 55s
    14. Finding data using VLOOKUP and HLOOKUP
      6m 33s
    15. Auditing formulas by identifying precedents and dependents
      3m 25s
    16. Managing Excel formula error indicators
      4m 42s
    17. Managing scenarios
      4m 59s
    18. Performing Goal Seek analysis
      2m 31s
  6. 45m 48s
    1. Applying fonts, background colors, and borders
      6m 7s
    2. Applying number and date formats to cells
      7m 1s
    3. Managing text alignment
      3m 56s
    4. Copying cell formats
      4m 2s
    5. Managing cell styles
      3m 16s
    6. Managing Office themes
      3m 31s
    7. Creating rule-based conditional formats
      3m 54s
    8. Defining Top 10 conditional formats
      4m 19s
    9. Defining data bar, color scale, and icon set conditional formats
      6m 6s
    10. Editing, ordering, and deleting conditional formats
      3m 36s
  7. 36m 55s
    1. Creating bar and column charts
      5m 26s
    2. Creating pie charts
      2m 32s
    3. Creating line charts
      4m 34s
    4. Creating XY (scatter) charts
      1m 49s
    5. Creating stock charts
      4m 11s
    6. Changing chart types and layouts
      2m 22s
    7. Changing the appearance of a chart
      4m 25s
    8. Managing chart axes and numbering
      2m 51s
    9. Adding trendlines to charts
      4m 14s
    10. Creating sparkline charts
      4m 31s
  8. 18m 39s
    1. Importing data from comma separated value (CSV) or text files
      4m 20s
    2. Connecting to an external data source
      2m 22s
    3. Using hyperlinks
      6m 1s
    4. Including an Excel workbook in another Office document
      3m 5s
    5. Linking to an Excel chart from another Office program
      2m 51s
  9. 26m 21s
    1. Creating and formatting shapes
      3m 10s
    2. Adding and adjusting images
      5m 38s
    3. Cropping, compressing, and removing image backgrounds
      4m 46s
    4. Creating SmartArt graphics
      5m 7s
    5. Creating WordArt
      2m 34s
    6. Aligning and layering objects
      5m 6s
  10. 29m 51s
    1. Introducing PivotTable reports
      3m 47s
    2. Creating a PivotTable report
      4m 37s
    3. Pivoting a PivotTable report
      3m 18s
    4. Managing subtotals and grand totals
      3m 23s
    5. Summarizing more than one data field
      1m 34s
    6. Changing the data field summary operation
      2m 40s
    7. Changing the data field number format
      2m 27s
    8. Filtering a PivotTable report
      2m 46s
    9. Applying a PivotTable style
      2m 20s
    10. Creating and editing styles
      2m 59s
  11. 26m 47s
    1. Checking spelling
      3m 32s
    2. Setting AutoCorrect and automatic Replace options
      3m 59s
    3. Managing workbook comments
      3m 40s
    4. Tracking and reviewing changes
      5m 12s
    5. Printing a worksheet or workbook
      3m 44s
    6. Setting and removing print areas
      2m 31s
    7. Exporting to other formats
      1m 33s
    8. Protecting a workbook
      2m 36s
  12. 23m 52s
    1. Running an existing macro
      4m 56s
    2. Recording a macro
      3m 56s
    3. Recording a macro using relative references
      6m 15s
    4. Renaming, viewing, and deleting macros
      2m 58s
    5. Adding comments to a macro
      2m 43s
    6. Turning off screen updating in a macro
      3m 4s
  13. 1m 1s
    1. Additional resources
      1m 1s

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