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Excel 2007 Essential Training
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Modifying your chart


From:

Excel 2007 Essential Training

with Lorna Daly

Video: Modifying your chart

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.
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  1. 36s
    1. Welcome
      36s
  2. 10m 57s
    1. Why use a spreadsheet?
      1m 44s
    2. What's changed in Excel 2007?
      5m 37s
    3. The Ribbon
      2m 9s
    4. The Microsoft Office Button
      1m 27s
  3. 12m 10s
    1. What's on the Ribbon?
      1m 56s
    2. Making your way around the Ribbon
      2m 12s
    3. Customizing the Ribbon
      3m 8s
    4. Customizing the Microsoft Office Button
      4m 54s
  4. 16m 15s
    1. Opening old worksheets
      2m 24s
    2. Adding and deleting worksheets
      3m 18s
    3. Inserting and deleting cells
      6m 53s
    4. Freezing areas of a worksheet
      3m 40s
  5. 20m 51s
    1. Width and height
      7m 25s
    2. Numeric formats
      2m 21s
    3. Alignment of data
      3m 19s
    4. Playing with fonts
      2m 58s
    5. AutoFilter
      2m 21s
    6. Formatting as a table
      2m 27s
  6. 21m 31s
    1. Removing duplicates
      6m 1s
    2. What is Conditional Formatting?
      2m 21s
    3. Working with Conditional Formatting
      2m 14s
    4. Managing Conditional Formatting rule preferences
      2m 39s
    5. Converting text to columns
      4m 35s
    6. Data validation
      3m 41s
  7. 10m 56s
    1. Templates
      3m 45s
    2. Styles
      3m 35s
    3. AutoFormat
      3m 36s
  8. 12m 16s
    1. Excel lists have now become tables
      2m 34s
    2. Converting text to columns
      3m 11s
    3. Sorting and Grouping
      5m 9s
    4. Creating a summary report
      1m 22s
  9. 6m 44s
    1. Proofing your work
      3m 31s
    2. Providing comments on worksheets
      3m 13s
  10. 11m 43s
    1. Protecting and sharing a worksheet
      3m 57s
    2. Allowing others to edit ranges
      4m 3s
    3. Track Changes
      3m 43s
  11. 22m 43s
    1. Preparing to print
      2m 31s
    2. Print Preview
      3m 33s
    3. The Page Layout Tab
      3m 56s
    4. Page Breaks
      4m 36s
    5. The Page Layout View
      3m 54s
    6. Headers and Footers
      4m 13s
  12. 22m 34s
    1. Adding themes to your worksheet
      2m 53s
    2. Page setup options
      8m 0s
    3. Scale to Fit
      2m 26s
    4. Worksheet options
      5m 29s
    5. Inserting images
      3m 46s
  13. 3m 50s
    1. Using templates
      3m 50s
  14. 17m 48s
    1. Workbook Views
      2m 53s
    2. Hiding and Zooming
      3m 44s
    3. Window Panes
      5m 31s
    4. More screen options
      5m 40s
  15. 8m 16s
    1. Importing from Access
      2m 24s
    2. Using the Import Wizard for text files
      5m 52s
  16. 11m 23s
    1. The Find and Select button
      4m 34s
    2. Find and Replace
      2m 48s
    3. Removing duplicates
      4m 1s
  17. 17m 3s
    1. What are formulas?
      3m 20s
    2. Order of Operations
      2m 50s
    3. Relative and absolute referencing
      4m 54s
    4. The new Formula Tab
      5m 59s
  18. 17m 29s
    1. What are Functions?
      2m 57s
    2. AutoSum
      2m 47s
    3. Minimum
      3m 55s
    4. Trim
      5m 2s
    5. Left
      2m 48s
  19. 19m 51s
    1. Concatenation
      4m 10s
    2. SumIf
      4m 23s
    3. Lookup
      7m 25s
    4. What-If Analysis
      3m 53s
  20. 16m 44s
    1. Why create a chart?
      2m 12s
    2. Creating your chart
      3m 37s
    3. Modifying your chart
      6m 46s
    4. Laying out your chart
      4m 9s
  21. 17m 23s
    1. What are PivotTable reports and PivotChart reports?
      2m 32s
    2. Creating a PivotTable
      4m 47s
    3. Laying out your PivotTable
      2m 30s
    4. Designing your PivotTable
      4m 9s
    5. Creating a PivotChart
      3m 25s
  22. 8m 57s
    1. Why use macros?
      2m 14s
    2. Creating a macro
      4m 31s
    3. Macro security
      2m 12s
  23. 5m 36s
    1. Reviewing a workflow in Excel
      5m 36s
  24. 22s
    1. Conclusion
      22s

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Excel 2007 Essential Training
5h 13m Beginner Jan 31, 2007

Viewers: in countries Watching now:

Like the other applications in Microsoft Office 2007, Excel 2007 boasts upgraded features and a brand-new look. In Excel 2007 Essential Training , instructor Lorna A. Daly introduces the new version in detail. The training begins with the essentials of using the program, including how and why to use a spreadsheet, how to set up and modify worksheets, and how to import and export data. Lorna then moves on to teach more advanced features, such as working with functions and macros. Exercise files accompany the tutorials.

Subjects:
Business Spreadsheets
Software:
Excel
Author:
Lorna Daly

Modifying your chart

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.

Find answers to the most frequently asked questions about Excel 2007 Essential Training.


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Q: When trying to apply the techniques from the “Relative and absolute referencing” video to a worksheet other than the exercise file included with the title, the formulas did not work for the entire worksheet. The formulas would only work when going through the worksheet row by row. What could be causing this to happen?
A: When trying to apply formulas to a whole workshee, here is a tip to try:

If you want to always refer to the same cell then use an absolute reference. For example, always pulling the value from cell A3 would be referenced as $A$3. This will never change no matter where you copy it to in the spreadsheet.

 If you want to reuse the same formula, but with values in different cells,  use the relative reference, A3. This way formula =A3*B3 will become =A4*B4 as you copy it down a column.
Q: In the chapter 7 video "Sorting and Grouping" at approximately 4:05, the author says to go to cell 5 on the worksheet and click on Subtotal to subtotal the grouping. My screen will not allow me to click on the Subtotal option at the top of the page. Is this an issue with my version of Excel?
A: It seems that there is an error in the instructions in this video. The video should have instructed users to do the subtotaling first, then create the table.
Q: Where can I learn more about Excel formulas?
A: Discover more on this topic by visiting Excel formulas on lynda.com.
 
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