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How to Format Charts in Microsoft Office Excel 2013

Formatting charts provides you with in-depth training on Business. Taught by Dennis Taylor as part o… Show More

Excel 2013 Essential Training

with Dennis Taylor

Video: How to Format Charts in Microsoft Office Excel 2013

Formatting charts provides you with in-depth training on Business. Taught by Dennis Taylor as part of the Excel 2013 Essential Training
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  1. 1m 6s
    1. Welcome
    2. Using the exercise files
  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

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Formatting charts
Video duration: 5m 42s 6h 32m Appropriate for all


Formatting charts provides you with in-depth training on Business. Taught by Dennis Taylor as part of the Excel 2013 Essential Training

Formatting charts

Excel has so many different formatting options when it comes to charts that you could easily waste a lot of time. Let's make this relatively simple. If we want to create a chart from the data in columns A and B, let's simply select the data. Maybe we're interested in a Pie Chart here. We'll go to the Insert tab in the ribbon and choose Pie, perhaps a 3-D Pie. It looks pretty good. We might not like that a whole lot, but immediately, what do we see in the Chart Tools ribbon, that's active when a chart is selected? We have got a Design tab, Chart Styles, as we slide over these choices, we see some variations.

By the way, when you see these, don't overlook the drop arrow here because there might be more choices than you initially see--and exploring these--that one looks pretty good. Click it. So that's the first thing you might want to consider doing when you create a chart. You also have the same capabilities here exposed by way of the three buttons that you see to the right of a chart whenever a chart is selected. The middle button, the Paintbrush is Chart Styles, so click it and here we see the same choices we saw before, but presented differently.

We can scroll up and down and maybe change our minds by making one of these choices. So that's certainly easy to get to make our changes this way. Now let's work with the other data here. I'm going to shrink this a bit by dragging its corner this way and for the moment that chart doesn't look so good, but we'll put it down here below the data. Let's take a look at this data here. Let's create a chart quickly this time with Alt+F1. We get a Clustered Column chart. It looks pretty good. Chart Styles up above, there they are, same idea as with the Pie Chart.

This time if we click the drop arrow to the right here, we'll see even more choices. So depending upon the chart type, you will see more chart styles and pick the one you like best, maybe this one. Notice how all these choices give us the generic term Chart Title, something we will want to change. Once we have created a chart, we do want to make some changes to it. Certainly Chart Title, we don't want to keep. We might want some explanation as to what these numbers really mean. We might want some information below the chart as well. The legend might be just fine where it is or we could put it elsewhere.

But something you could easily overlook is a feature on the Design tab. Second button from the left is called Quick Layout and when you first click this, it doesn't look too promising, like these images are awfully small. As you slide over these though, keep an eye on the chart to see the differences in these choices. Now nearly all of them contain Chart Title although some don't. Some place the numbers, the values of the columns above them. Some use gridlines, dark and light, some don't. Some place the legend on the right-hand side.

After using the feature for a few times, you'll come to recognize that some choices work better for you. I like this one here, Layout 9. Notice how it provides space for a title at the top and also down the left hand side and also below, so I'll just click it. Now it's pretty obvious I don't want to use the term "Chart Title" so normally what you do is click here, type in something new and press Return--and that's how you adjust the title. But what if you've got a worksheet cell that has data in it? Click Chart Title, click in the Formula Bar, type Equal, and then click the cell that has the label that you want.

In my case here, I want to click D2, the cell right there. Press Enter and the title was placed in here automatically. I don't have a similar title for Axis here and the data apparently is by items sold, so I'll just say, "Items Sold". You can imagine in some cases where you would be typing in something like Value in Dollars or Items Sold in Dollars, something like that. Whatever you type, press Enter and then we see that as the label; and you could of course change that later.

We don't necessarily need a title down below so we could press Delete or if we want to put in the year here, fine, we'll do that, 2013 Sales, and we see that at the bottom of the screen. So that's a quick way to adjust the format, the display of a chart and for some people that's pretty much it-- that might be all they want to do-- but let's not overlook the Format tab. Here's where you could get bogged down if you're not careful, but if you like different colors perhaps on the perimeter of the chart, you might have recognized or picked up on the idea that the inner area of a chart--the one that usually contains a grid and contains columns or bars--is called the "Plot Area".

The outer area near the perimeter of the chart is called "Chart Area". Would you like a color out there? Click Chart Area and then on the Format tab, consider the possibility of changing the styles here. As we slide over these choices, you could see what's happening in the background. If you're a little bit unsure as to what it is you want to use here, well, you might spend a lot of time looking at some of these choices, so you make a choice perhaps. The inner area, maybe you want that to be a contrasting color, so you click there and make a similar choice for the inner area, recognizing quite a few different choices here.

When it comes to other kinds of formatting, you might click here and say, "Well, I want that to be bold, I want some other option here", you might consider going to the Home tab and choose "Bold". So now the text is bold. And use some of the other features available in the Font group on the Home tab. So formatting is certainly important because you want your chart to look a certain way. First approach, again, on the Design tab, choose a Chart Style, after making that choice, go to Quick Layout-- consider some of the options here that will allow you to place the titles and the labeling information appropriately.

Those are the two kinds of features that you want to use to make formatting relatively straightforward as you work with charts.

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