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Creating bar and column charts

From: Excel for Mac 2011 Essential Training

Video: Creating bar and column charts

Charts let you summarize your data visually, making it easier for you to grasp patterns in your data. In this movie, I'll show you how to summarize your data using column charts and bar charts. A column chart compares values across categories. The simplest column chart uses two columns of data: one with categories and another with values for the categories. So here, for example, I have different infusions of olive oil that The Two Trees Olive Oil Company could sell. So, I have Lemon, Rosemary, Mandarin and Jalapeno, and the number of bottles that were sold over the past year in each of those varieties.

Creating bar and column charts

Charts let you summarize your data visually, making it easier for you to grasp patterns in your data. In this movie, I'll show you how to summarize your data using column charts and bar charts. A column chart compares values across categories. The simplest column chart uses two columns of data: one with categories and another with values for the categories. So here, for example, I have different infusions of olive oil that The Two Trees Olive Oil Company could sell. So, I have Lemon, Rosemary, Mandarin and Jalapeno, and the number of bottles that were sold over the past year in each of those varieties.

If I want to create a column chart to summarize that data, I can click any cell in the data set, and then on the Charts tab of the Ribbon, click Column and then click the type of column chart that I want to create. In this case, I'll just do the standard clustered column. When it appears, you'll see that I have a single column, representing each variety's data. So, we have Lemon, which sold 14,000, and also if I hover the mouse pointer over a column, you'll see that it displays a tooltip, indicating the series Bottles Sold - that's the data that I have here in this column - Lemon, which you also see on the horizontal axis; and then the value, which is 14,000, which you can discern approximately from looking at the column in the chart, but you know the exact value when you hover over that column in the chart.

Same thing here with Rosemary, Mandarin, and Jalapeno. Now, I am going to delete this chart for now, so I'll press the Delete key and create a clustered column chart. A clustered column chart works with multiple series of data so, for example, in this case we have our four infusions again, but we also have the years 2008, 2009, and 2010, and I have my data laid out as a table. When I create the column chart, I click the Column button again - we're the Charts tab of the Ribbon - and I click Clustered Column.

Then Excel creates a chart where we have the number of bottles sold along the vertical axis; the categories, in this case the different infusions along the bottom - the horizontal axis; and then we have three data series within the chart. The blue columns are for the year 2008, red for 2009, and green for 2010. If I slide the chart over a little bit to reveal as much of the data as I can, you'll see that this corresponds to the series.

We have 2008 for Lemon, and then in 2009, sales went up a little bit, which is reflected here, and then in 2010, sales went up quite substantially, and that's reflected in the green bar. And the same thing is repeated across the chart, for each of the different infusions and the three years for which we have data. Now, I am going to delete this chart and create a different type of column chart, and this type of chart is called a stacked chart. So, if I click any cell in the data area, click Column and then click Stacked Column, you'll see how that operates now.

What a stacked column chart does is it finds a total for a series. So, for example, we have Lemon, which had 3,933 sales bottles sold in the year 2008; and then in 2009 it had 5,442; and in 2010 it had over 14,000. What this does is it combines elements of a pie chart, which is a summary of contribution to a whole, with the column chart; you now have a visual indication of how much each of the three years contributes to the whole.

You can also evaluate how each infusion is selling vis-a-vis the others. So, for example, it looks like it's a close race between Rosemary and Mandarin, Lemon is in third and Jalapeno is in fourth. The other type of chart I'd like to talk about is a bar chart. A bar chart is just like a column chart, except it's flipped on its side. So, I will delete this chart, and rather than work with this rather complex chart down here, I will create a bar chart and make it a clustered bar chart.

So in this case, you see that I have the same data, except that now it's laid out on its side. So, we have the categories here along the vertical axis, and we have the number of bottles sold along the horizontal axis, and then the bars within the chart give you a visual indication of the relative values. Now, why would you use a bar chart as opposed to a column chart? As I said, column charts are great for comparing data across categories; bar charts are typically used when you're evaluating time. So, for example, if instead of bottles sold the values, that you were evaluating within this chart were say the time spent on the project, because we tend to think of time as flowing from left to right and read from left to right in many western cultures, bar charts are often used in business as a way of indicating how much time will be spent on a project.

So, for example, phase 1 of our project might be the first bar, phase 2 of our project should be the second, and so on. Column and bar charts help you summarize categories of data. If your data represents time, such as elements of a project, consider using a bar chart. In almost every other case though, a column chart will be your best bet.

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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 · 31046 viewers

Curt Frye
Author

 
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  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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