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Excel for Mac 2011 Essential Training
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Creating line charts


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Excel for Mac 2011 Essential Training

with Curt Frye

Video: Creating line charts

When you run a business, it's a good idea to keep track of how it performs over time. You can track total sales, number of new customers, and so on. When you keep track of data over time and write down when you capture that data, you can summarize it using a line chart. So let's take a look at the data that I have here in my chart. I have the series of months, January through December, and I also have the sales for that month. So my data is laid out by time; that means that I am able to summarize it effectively in a line chart. To do that, I make sure that a cell within the data list is selected, so Excel knows what to summarize, and then on the Charts tab of the Ribbon, I can click Line and select a line style.
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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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Excel for Mac 2011 Essential Training
6h 32m Beginner Oct 26, 2010

Viewers: in countries Watching now:

In Excel for Mac 2011 Essential Training, author Curt Frye gives a comprehensive overview of Excel, the full-featured spreadsheet software from Microsoft. The course covers key skills such as manipulating workbook and cell data, using functions, automating actions, printing worksheets, and collaborating with others. Exercise files accompany the course.

Topics include:
  • Customizing the Ribbon
  • Formatting worksheets, cells, and cell data
  • Sorting and filtering data
  • Working with formulas
  • Detecting formula errors
  • Creating charts
  • Importing data
  • Inserting objects and graphics
  • Using PivotTables
  • Recording macros
  • Sharing workbooks
Subjects:
Business Spreadsheets
Software:
Excel Excel for Mac Office for Mac
Author:
Curt Frye

Creating line charts

When you run a business, it's a good idea to keep track of how it performs over time. You can track total sales, number of new customers, and so on. When you keep track of data over time and write down when you capture that data, you can summarize it using a line chart. So let's take a look at the data that I have here in my chart. I have the series of months, January through December, and I also have the sales for that month. So my data is laid out by time; that means that I am able to summarize it effectively in a line chart. To do that, I make sure that a cell within the data list is selected, so Excel knows what to summarize, and then on the Charts tab of the Ribbon, I can click Line and select a line style.

In this case, I will just go with a basic one. Click Line and Excel creates the chart for me. So you can see that we have the individual values for January, February, March, and so on, and Excel has drawn a line between each of the individual points. The reason behind that is that you will get a better idea of the trend. Now I am going to go to another worksheet and show you how Excel handles multiple series of data inside of a line chart. So here we have an extension of the data that we had before, except instead of data for only one series, I have four series.

I have each of these four varieties, olive oil, and I have sales per month for them. So what I am going to do is click any cell inside the data list, and then on the Chart tab of the Ribbon click Line and then select the line type. And when I do, Excel creates a chart. It's a very messy and colorful chart. So that points to the fact that you need to be careful about how you create your charts and how much data you try to squeeze in them. But if I resize it by dragging this corner here, it becomes a little more clear.

You can focus in on each of the sales and how they have trended over time, over the course of the year. So, for example, Jalapeno started out high, sort of fell off a cliff, and so on, and you can do the same for other sets of values. Now finally I want to show you a way that Excel can give you problems, and I want to show you how to fix it, because this will come up time and again, and it will bite you if you don't know what to do about it. So let's go to Sheet3, by clicking the Sheet tab, and you will see that I have an innocent-looking data series.

I have a set of years and some sales values. I am going to click a cell inside the data list, click Line, and create a line chart. Now what I expected to see were the years along the bottom and sales in the body of the chart. What I see instead is a blue line representing the years, and the numbers one through six, indicating the number of measurements. So this would be number 1, number 2, number 3, number 4, number 5, and number 6. In other words, because year is a numerical value, Excel tried to plot it in the chart.

It's a reasonable mistake to make, but it's also one that needs to be fixed, so here is how you do that. With the charts still selected, and you are still on the Charts tab of the Ribbon, in the Data group, you click Select. This dialog gives you information about the data plotted in the chart, and here we see two data series: Year and Sales, which correspond to the columns of your data list. Well, year shouldn't be in the body of the chart; it should provide the values here: the category or X axis labels. That's here along the bottom of the chart.

So what you need to do is remove the series from the interior of the chart. So there it went when I clicked Remove. It disappeared from here, but the data isn't gone. It's still in your worksheet. Now what you need to do is click in the axis labels box and click the Collapse dialog button here. Now you can go into your worksheet and select the cells that provide the values for the horizontal axis, and those values are in cells A2 through A7.

Those are selected, and I can see them up here as a cell reference. When I click the Expand dialog button, I see that I have Sales in the interior of the chart, the category or X axis labels are A2 through A7. I can already see that Excel has added those values here. So when I click OK, my chart looks the way I expect it to. Line charts give you a quick visual summary of how your data has trended over time. If you notice a sudden increase or decrease in your sales, or other data, you should identify when the change occurred and investigate to see why it happened.

Find answers to the most frequently asked questions about Excel for Mac 2011 Essential Training.


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A: Discover more on this topic by visiting Excel formulas on lynda.com.
 
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