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Excel 2013 Essential Training

Creating charts


From:

Excel 2013 Essential Training

with Dennis Taylor

Video: Creating charts

In this worksheet, called CreatingCharts in the workbook 07-Charting, we've got two sets of data and we might want to depict this data in a visual way. Excel's charting capability has long been one of its most popular features. And by the way, the term "chart" and the term "graph", often used interchangeably, in Excel, we use the term "chart", officially and formally. Let's select the data that we want to depict graphically. We can easily display this information as a chart simply by clicking the Quick Access Tool that often appears when we select data.
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  1. 1m 6s
    1. Welcome
      43s
    2. Using the exercise files
      23s
  2. 29m 37s
    1. What is Excel used for?
      1m 49s
    2. Using the menu system
      4m 30s
    3. The Quick Access Toolbar
      4m 41s
    4. The structure of a worksheet or workbook
      3m 41s
    5. Using the Formula bar
      1m 43s
    6. Using the Status bar
      2m 24s
    7. Navigation and mouse pointers
      2m 20s
    8. Shortcut menus and the Mini toolbar
      3m 24s
    9. Using the built-in help
      2m 54s
    10. Creating new files
      2m 11s
  3. 24m 1s
    1. Exploring data entry and editing techniques
      4m 41s
    2. Entering data with AutoFill
      4m 6s
    3. Working with dates and times
      3m 32s
    4. Using Undo and Redo
      4m 50s
    5. Adding comments
      2m 55s
    6. Using Save or Save As
      3m 57s
  4. 30m 7s
    1. Creating simple formulas: Totals and averages
      5m 25s
    2. Copying a formula for adjacent cells
      2m 54s
    3. Calculating year-to-date profits
      3m 9s
    4. Creating a percentage-increase formula
      4m 7s
    5. Working with relative, absolute, and mixed references
      4m 7s
    6. Using SUM and AVERAGE
      3m 25s
    7. Using other common functions
      7m 0s
  5. 46m 7s
    1. Exploring font styles and effects
      4m 7s
    2. Adjusting row heights and column widths
      3m 37s
    3. Working with alignment and Wrap Text
      4m 2s
    4. Designing borders
      3m 26s
    5. Exploring numeric and special formatting
      5m 36s
    6. Formatting numbers and dates
      4m 31s
    7. Conditional formatting
      4m 21s
    8. Creating and using tables
      9m 59s
    9. Inserting shapes, arrows, and other visual features
      6m 28s
  6. 20m 40s
    1. Inserting and deleting rows and columns
      4m 52s
    2. Hiding and unhiding rows and columns
      4m 2s
    3. Moving, copying, and inserting data
      5m 42s
    4. Finding and replacing data
      6m 4s
  7. 17m 51s
    1. Exploring the Page Layout tab and view
      7m 20s
    2. Previewing page breaks
      4m 56s
    3. Working with Page Setup and printing controls
      5m 35s
  8. 30m 30s
    1. Creating charts
      4m 36s
    2. Exploring chart types
      7m 47s
    3. Formatting charts
      5m 42s
    4. Working with axes, labels, gridlines, and other chart elements
      5m 35s
    5. Creating in-cell charts with sparklines
      6m 50s
  9. 12m 49s
    1. Freezing and unfreezing panes
      2m 39s
    2. Splitting screens horizontally and vertically
      4m 48s
    3. Showing necessary information with the Outlining feature
      5m 22s
  10. 23m 0s
    1. Displaying multiple worksheets and workbooks
      4m 17s
    2. Renaming, inserting, and deleting sheets
      2m 23s
    3. Moving, copying, and grouping sheets
      3m 39s
    4. Using formulas to link worksheets and workbooks
      6m 1s
    5. Locating and maintaining links
      6m 40s
  11. 20m 25s
    1. Using IF functions and relational operators
      3m 43s
    2. Getting approximate table data with the VLOOKUP function
      7m 6s
    3. Getting exact table data with the VLOOKUP function
      4m 42s
    4. Using the COUNTIF family of functions
      4m 54s
  12. 23m 50s
    1. Unlocking cells and protecting worksheets
      7m 50s
    2. Protecting workbooks
      2m 40s
    3. Assigning passwords to workbooks
      4m 41s
    4. Sharing workbooks
      4m 7s
    5. Tracking changes
      4m 32s
  13. 28m 32s
    1. Sorting data
      6m 9s
    2. Inserting subtotals in a sorted list
      8m 25s
    3. Using filters
      6m 16s
    4. Splitting data into multiple columns
      5m 4s
    5. Removing duplicate records
      2m 38s
  14. 35m 2s
    1. Creating PivotTables
      8m 36s
    2. Manipulating PivotTable data
      9m 47s
    3. Grouping by date and time
      6m 0s
    4. Grouping by other factors
      2m 33s
    5. Using slicers to clarify and manipulate fields
      4m 7s
    6. Using PivotCharts
      3m 59s
  15. 23m 29s
    1. Using Goal Seek
      6m 8s
    2. Using Solver
      6m 34s
    3. Using Scenario Manager
      6m 11s
    4. Using Data Tables
      4m 36s
  16. 24m 31s
    1. Definition and examples
      6m 48s
    2. Creating a simple macro
      7m 0s
    3. Running a macro
      10m 43s
  17. 29s
    1. Next steps
      29s

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Excel 2013 Essential Training
6h 32m Appropriate for all Jan 29, 2013

Viewers: in countries Watching now:

Whether you're a novice or an expert wanting to refresh your skillset with Microsoft Excel, this course covers all the basics you need to start entering your data and building organized workbooks. Author Dennis Taylor teaches you how to enter and organize data, perform calculations with simple functions, work with multiple worksheets, format the appearance of your data, and build charts and PivotTables. Other lessons cover the powerful IF, VLOOKUP, and COUNTIF family of functions; the Goal Seek, Solver, and other data analysis tools; and how to automate many of these tasks with macros.

Topics include:
  • What is Excel and what is it used for?
  • Using the menus
  • Working with dates and times
  • Creating simple formulas
  • Formatting fonts, row and column sizes, borders, and more
  • Inserting shapes, arrows, and other graphics
  • Adding and deleting rows and columns
  • Hiding data
  • Moving, copying, and pasting
  • Sorting and filtering data
  • Printing your worksheet
  • Securing your workbooks
  • Tracking changes
Subjects:
Business Charts + Graphs Spreadsheets Teacher Tools Education Student Tools
Software:
Excel Office Office 365
Author:
Dennis Taylor

Creating charts

In this worksheet, called CreatingCharts in the workbook 07-Charting, we've got two sets of data and we might want to depict this data in a visual way. Excel's charting capability has long been one of its most popular features. And by the way, the term "chart" and the term "graph", often used interchangeably, in Excel, we use the term "chart", officially and formally. Let's select the data that we want to depict graphically. We can easily display this information as a chart simply by clicking the Quick Access Tool that often appears when we select data.

Click it, choose Charts>Clustered Column. What does that mean? We don't necessarily know. But that chart looks pretty good. Let's just click and we've got a chart. That's certainly one way. You can move charts--and eventually we would want to move this to position it so we can see your data as well as the chart-- simply drag an edge of the chart. You can resize the chart by dragging one of the so-called corner handles or side handles, shrink it and make it enlarged as you wish.

We've got other data here as well, how about another approach. This data has totals in it, as a general rule--but certainly not an ironclad rule--including totals and details together doesn't work so well; but let's show another quick approach to creating a chart. This time on the Insert tab in the ribbon, choose "Recommended Charts". And as we look at these charts, we can click on them and get a better view off to the right. The grand totals seemed to be not ideal in terms of our display; it distorts the look of the charts.

So, let's escape from here, select just this data, jump back up there to Recommended Charts and now these previews look a lot better. And as you look at these previews too, you begin to pick up some of the terminology. This is a Stacked Bar Chart. Bar charts are horizontal in Excel. Column charts are vertical. Stacking means you are putting multiple fields together, clustered means you're not. So we see different terms here that we will see often as we work with charts. We like one of the others here. We'll just click it, click OK or double- click it and we've got a chart for that data as well; move it off to the side.

At certain times when you're creating charts, you've selected the data and you know which chart you would like to use immediately. So when you're ready to make a chart selection, click Insert and then to the right of the Recommended Charts, we see various types here. We might want to choose a Line Chart here or maybe a Pie Chart--is that going to make sense?--or maybe we do like a certain kind of bar chart here. So there's a Bar Chart and there's the Stacked one. We like the look of that, so there we go. An even faster method, but not necessarily the best--depends upon whether you like the chart style--is to select the data and simply press Alt+F1 and you will get a chart immediately; a Clustered Column chart on the same worksheet.

Another quick approach, you've got your data selected, press the function key F11 and you'll immediately get a chart on a new sheet to the left of the sheet that has the data. So we are on a sheet called Chart1. Our data is on a sheet called "CreatingCharts". The advantage of working with a chart all by itself is that's our focus and nothing else--no data around on the side. We will spend some time perhaps in designing this chart or making it look the way we want. If we change our minds at some point and say we want this on another sheet, we can simply right-click here and then move the chart to a different location.

If we no longer need this, we'll simply right-click and delete that sheet. Similarly, if we are working with a chart and we do want it to be on a separate sheet, for example this one, we could right-click the chart and choose Move Chart and put it on a brand new sheet; in this case, it would be called Chart2. So that's another option. Now, many times when you're creating charts, the amount of data that you're choosing to depict in a chart is a relatively small amount compared with the size of some of the worksheets we might have been working with; but there are cases when you're selecting, for example, meter readings over a huge amount of time, you might have quite a few cells selected, so there's no real limit on how many cells are being selected.

But in general, we tend to see, when we're creating charts and in many of the examples, depict a small amount of data. But we've seen a number of quick ways to create them. Again, selecting the data and pressing Alt+F1--the very fast way--or simply using on the Insert tab, the various recommended charts that pop up. There's no question that creating charts is fast, it's easy and you can easily get rid of them just as well by simply clicking on the chart and pressing Delete.

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