Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member
If you open EatCake SalesA worksheet, you'll see that we are starting from the point where we had created our chart before. And in this movie we're going to learn how to modify this particular chart. You can see in the previous movie, it was very, very easy to create something, but now we want to make sure that we are presenting it in the best way so that we can really see the information. Because even though that it was easy to create this chart, it's still a little bit busy, and it's not showing off all of the information that I can get from it. And as well, it's sitting over top of my table, and I'm not really interested in having it sit there because it doesn't allow me to analyze both things at the same time.
So the first thing I want to do, is I want to move the location of this table, or this chart. So, I can do that by going up to my Chart Tools tab, which is now visible because I am working with a chart. And within my Chart Tools tab, I can see I have the selection to move the chart. So I simply click on that. It asks me, "What do you want to do, do you want to move this chart to another sheet, or to another tab in the workbook?" Well, I'd like just to move it to another tab. So I select the chart, I click Move Chart, it asks me, "Where do you want it to go?" You could keep the object in the same sheet, or do we want to create a brand new sheet? And I'm going to put it on the Chart 1 sheet.
I click OK, and it moves the chart from my Sheet1, which is now the data. So I'm just going to rename that by right-clicking on the tab, selecting Rename, and putting in Data as my chart name. And I now have a new chart sheet, which is over here in Chart 1. Now you can see here that it allows me a lot better visual of what's happening on my chart. And if you select the chart itself, you will be able to go back up to the top of the screen were you've got your Chart Tools, select that tab, and now we are back in place where our different Chart Tools are made available to us.
I can change the chart style that I'm looking at by simply moving and mousing over the different chart styles until I see which style seats suits me best, and if I like it, I can click on it and it changes the color. So if I select the third one in the row, it now brings it back to the EatCake greens that we have been used to using throughout the movies today. As well, I can also go to change the chart layout. And this chart layout here allows me to select it and place in additional information. I have my legend here on the left, I also now can put in a chart title.
Right here, so visually I can work exactly in the area and see what I am creating. This is quite a substantial improvement over previous Excel applications, because before you were really working in a cryptic wizard, and you really weren't sure what you were creating until it was all done. And you spent a lot of time redoing your creations. Here, you are seeing everything that you are creating right at your fingertips and right in front of you. As well, it also allows you little quick menus to allow you to do some additional formatting in the area that you are working in.
I'm going to keep my chart title fairly simple, and I'm going just put in EatCake sales as my chart title. So I highlight it, I type EatCake sales, and that's the name of my title for my chart. You can flip different chart layouts. If you would like to see what chart layout number two is, it allows you to really quickly click through and determine whether or not the information is easier to see or harder to understand as you click through. I in fact like my third layout here where it puts my legend along the bottom because it just allows me a little bit more room to see and spread out my charting.
I may want to change my chart type altogether to present my day. So if I could click at the very beginning of my ribbon, over to Change Chart Type, I can select that and it brings up a dialog box which gives me the different choices of charting that I can work with. I could try a horizontal bar chart to see how this presents the information by just simply clicking on that, clicking OK, and it presents the information horizontally by sales person.
if I want to go back to the original chart, I just simply click my Undo Chart Type and it brings me back to my original selection. You'll notice here if I look at WADE, I have two entries for WADE. And I want to see how he's doing overall on the whole year. Is this graded-- does identify for me exactly quarter by quarter how he's doing, but I want see how he's doing over all. I can do that by going to my Change Chart Type, and selecting a Stacked Column, which will put information for Quarter 1, Quarter 2, Quarter 3, on top of each other.
If I select that, and then click OK. you'll see how it presents the information by salesperson, but I get one column for each, with varying shades of green for the different quarters. Now in this case, you see how you're always modifying to help pull out the information and present it in a more clear way for your end users. Here it's too difficult to see where Q1 ends and where Q3 begins, and Q2 begins. So I'm going to try something with a little bit more color in it. So I go back to style two and here's a lot more color that I'm working with.
This is great, because it does identify for me, very easily, the different quarters. So I can see that WADE had a spectacular quarter 3, and he tailed off a little bit in quarter 4. Still was the highest performer from my whole year, but visually it really helps me see who performed best in each quarter. And with just two clicks, I am able to see the information that I contain in my tables. We're going to take a little bit more in-depth look at charting in our next movie.
Get unlimited access to all courses for just $25/month.Become a member
82 Video lessons · 82338 Viewers
80 Video lessons · 133717 Viewers
52 Video lessons · 67043 Viewers
59 Video lessons · 52858 Viewers
Access exercise files from a button right under the course name.
Search within course videos and transcripts, and jump right to the results.
Remove icons showing you already watched videos if you want to start over.
Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.
Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.