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Adding floating text and text boxes

From: Excel 2007: Charts in Depth

Video: Adding floating text and text boxes

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.

Adding floating text and text boxes

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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This video is part of

Image for Excel 2007: Charts in Depth
Excel 2007: Charts in Depth

53 video lessons · 9315 viewers

Dennis Taylor
Author

 
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  1. 1m 49s
    1. Welcome
      1m 3s
    2. Using the exercise files
      46s
  2. 22m 7s
    1. Identifying chart elements like plot area, chart area, gridlines, and legends
      5m 3s
    2. Selecting the right chart type
      8m 2s
    3. Understanding chart terminology
      6m 31s
    4. Understanding the Ribbon and the Design, Layout, and Format tabs
      2m 31s
  3. 16m 24s
    1. Selecting data to display as a chart
      6m 17s
    2. Creating charts instantly with shortcuts
      4m 33s
    3. Creating charts with standard menu commands
      2m 24s
    4. Creating presentation-ready charts with just a few adjustments
      3m 10s
  4. 28m 8s
    1. Switching rows and columns for a different view of the data
      3m 9s
    2. Setting a default chart type and creating a template
      3m 47s
    3. Dealing with empty and hidden cells
      4m 18s
    4. Choosing a chart layout
      4m 33s
    5. Choosing a chart style from 48 colorful variations
      3m 34s
    6. Changing the location of a chart
      3m 33s
    7. Moving and resizing a chart
      5m 14s
  5. 11m 25s
    1. Using pictures as chart elements
      3m 55s
    2. Adding shapes and arrows
      3m 37s
    3. Adding floating text and text boxes
      3m 53s
  6. 33m 45s
    1. Adding, editing, and removing chart titles
      3m 15s
    2. Adding horizontal and vertical titles
      3m 56s
    3. Linking titles to content
      2m 32s
    4. Showing numbers of different scales
      4m 38s
    5. Specifying the position of tick marks and axis labels
      2m 41s
    6. Changing the numeric format on labels
      5m 34s
    7. Adding, editing, and removing legends
      3m 19s
    8. Adding and editing data labels
      4m 40s
    9. Showing the source of a chart's data
      3m 10s
  7. 8m 13s
    1. Modifying axis scaling
      3m 50s
    2. Working with gridlines
      4m 23s
  8. 12m 53s
    1. Analyzing existing and future data with trendlines
      4m 2s
    2. Adding drop lines
      3m 14s
    3. Adding high-low lines and up-down bars
      1m 39s
    4. Adding error bars
      3m 58s
  9. 9m 13s
    1. Selecting shape fill and outline
      3m 3s
    2. Adding shape effects
      3m 19s
    3. Applying WordArt styles
      2m 51s
  10. 16m 33s
    1. Formatting lines and borders
      4m 24s
    2. Filling an area with a color gradient
      2m 7s
    3. Specifying line style, color, and weight
      2m 46s
    4. Working with chart text
      3m 40s
    5. Changing the rotation of chart text
      3m 36s
  11. 38m 39s
    1. Using column and bar charts
      7m 24s
    2. Using line charts
      5m 46s
    3. Using pie charts
      8m 37s
    4. Using area, stock, and XY charts
      9m 3s
    5. Using doughnut, bubble, and radar charts
      7m 49s
  12. 10m 55s
    1. Pasting new data into a chart
      2m 58s
    2. Creating charts from multiple data sources
      3m 39s
    3. Adding new data using a table
      4m 18s
  13. 6m 19s
    1. Printing charts
      6m 19s
  14. 19s
    1. Next steps
      19s

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