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In this course, Dennis Taylor shows how to analyze and communicate the value of data with charts in Excel. The course starts with the foundations: what the parts of a chart are, what the different types of charts are, and which charts work best for your data. The course then shows how to create a presentation-ready chart in minutes and offers dozens of in-depth tutorials on formatting and fine-tuning charts so they represent data clearly and accurately.
In addition to using arrows with text in them or simple arrows to point out certain features of a chart to draw attention to them, you can actually explain certain parts of a chart with text boxes or use free-floating text anywhere within a chart. And we start with these features after having selected the chart from the Layout tab again. And we see a choice called Text Box. Now even though this says Text Box and that would lead you to believe that we'll see a box, I'm going to click and drag a box.
But if we don't do anything with the box in terms of its border or shading, in effect, we're putting in free-form text. So the idea of putting in text is we'll put in the text, and then maybe we'll decide after the fact whether it's going to be in a box or not. So either way, but you can start with Text Box. Maybe we're going to say that 'Data is Preliminary' or something like that. You can imagine a variety of different things that you might be saying here to explain what's going on in this chart. Data is Preliminary. And that may not look so good in terms of the layout, so we could drag the border of the box to make it like this. Put it like there.
And while we're here, maybe we'll click the border of the box, and on the Home tab, make it be bold. If we do wanted to have the image of a box, we could choose, on the Fill Bucket option, to put a color behind it like this or that, and we see Excel's so-called Live Preview highlighting the box this way. And if you'd like to center that left or right, here's the centering choice. So many of the buttons here are available on the actual Home tab Formatting Options are available that way. You just click the box to put it in the center, meaning top, down, center, as well as left, right, center.
So a lot of choices there too, and maybe use a bigger font here. We'll use font 14. That'll cause us to have to resize the box possibly. There we go! And you got to know how to spell preliminary, don't you, if you want to make this really meaningful. And once again, by using different-sized text, we see what's happening there. So you see how that option could be played out. If we didn't want this to actually appear to be in a box, what we could have done here is have not included the Fill option. Now, for the moment, going back to the idea of a box though, how about a border on the box? Recognize that when we click here, as opposed to clicking outside of it, click here on the Ribbon, right now there is no choice for the actual object.
This format here refers to the chart itself. But click the box and now we'll see Format, and this is related to the actual box that we're using. So from here we could use Shape Styles and fill in a color that way if we wish. Maybe that or how about the outline of this? We can change the color of the outline. You see what's happening there. And you can imagine if it's a busy day, or let's say if it's a rainy day depending upon the circumstances, you either have plenty of time to do these things, or you don't. Quite a few options out here for this sort of thing.
How about Shape Fill? No Fill. You can see what's happening that way. So I'm going to press Ctrl+Z a couple of times to go back a few steps. And remember, you can go back a hundred steps with Ctrl+Z, maybe back to here. There we go! And what if we don't want this to be in a box at all? I could do a series of Undos more, but come back here and choose No Fill, and we see no box at all. To drag this, we need to drag the box, but depending upon where we're placing this, we can see how that can go anywhere.
And this, too, is in a box. It could be rotated. I wouldn't suggest that's a necessity either, but that just may give it a certain look that you like. You put it anywhere you want, click outside of the box, and it looks like that. So quite a few options here, quite a few variations on the idea that you can add text anywhere within a chart, any kind of chart you wish, and you can either keep it in a box or keep it in one of those shapes that we saw, or simply have the appearance of being free-floating on the chart itself.
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