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Chart wizard

From: Excel 2003 Essential Training

Video: Chart wizard

the Chart Wizard. Again we'll select the data that we want to represent in a chart, and this time we'll go to our Standard toolbar and select Chart Wizard. If you don't see that icon please look in the Extra tools. The Chart Wizard has four main steps. In step one, our first task is selecting the type of chart that we'd like to represent. Here we have all of our major chart types, and as you can see from the list there are many, and within each chart type, we have subtypes that vary from two- dimensional and three-dimensional, plus there are some side-by-side, overlapping, and those are just the Column charts. Bar charts are simply Column charts that are horizontal instead of vertical plus we have Line and Pie charts. These are all familiar. Down here we have some specifically 3-D charts: pyramidal, cone, cylindrical. There are lots of different types of charts to choose from and if those weren't enough, you can create custom type charts. You'll notice that with the custom charts, you get a preview of exactly what the chart is going to look like. If you want that same privilege in the other screen, go back to our standard chart types, when you select a chart, you can click and hold this button to view a preview of your selected chart. It gives you a chance to look at the chart and decide whether or not it represents the data you're trying to present properly. In this case, I think I'm going to stick with a column chart, only I'm going to go a three dimensional chart. Yeah, that looks pretty cool. And we'll go on to the next step. Step two requires us to specify a range. Well because we had a range within our worksheet selected ahead of time, we already have that range specified here. If we hadn't we could take this time to click a button, go back to our worksheet and select a range or we could manually enter a range here.

Chart wizard

the Chart Wizard. Again we'll select the data that we want to represent in a chart, and this time we'll go to our Standard toolbar and select Chart Wizard. If you don't see that icon please look in the Extra tools. The Chart Wizard has four main steps. In step one, our first task is selecting the type of chart that we'd like to represent. Here we have all of our major chart types, and as you can see from the list there are many, and within each chart type, we have subtypes that vary from two- dimensional and three-dimensional, plus there are some side-by-side, overlapping, and those are just the Column charts. Bar charts are simply Column charts that are horizontal instead of vertical plus we have Line and Pie charts. These are all familiar. Down here we have some specifically 3-D charts: pyramidal, cone, cylindrical. There are lots of different types of charts to choose from and if those weren't enough, you can create custom type charts. You'll notice that with the custom charts, you get a preview of exactly what the chart is going to look like. If you want that same privilege in the other screen, go back to our standard chart types, when you select a chart, you can click and hold this button to view a preview of your selected chart. It gives you a chance to look at the chart and decide whether or not it represents the data you're trying to present properly. In this case, I think I'm going to stick with a column chart, only I'm going to go a three dimensional chart. Yeah, that looks pretty cool. And we'll go on to the next step. Step two requires us to specify a range. Well because we had a range within our worksheet selected ahead of time, we already have that range specified here. If we hadn't we could take this time to click a button, go back to our worksheet and select a range or we could manually enter a range here.

You can also set your data orientation. You can have your series in rows or columns. You see in rows we have our First Quarter, Third Quarter, etc. being compared where the color bars represent East, West, North, and South. And then the column selection it's in reverse. And if you go to your Series tab you can Add or Remove various series from this chart. For example we could take the Fourth Quarter and simply remove it, in which case we'd only be comparing three different values. I think I'm going to add that back in and when I do, it forces me to manually rebuild the Fourth Quarter all over again. So I'll select the name Fourth Quarter, and I'll select the values that we're comparing here, and we've rebuilt the Fourth Quarter for this sheet. Let's move on to step three. In step three we have a chance to lay out our titles, the Axes labels, the Gridlines and a lot of other aesthetics. A chart title might be Quarterly Sales. Our Category axis, Divisions. Our Series axis really doesn't need a title, and the Value axis is self- evident. You can see the various tabs across the top allow you to include and exclude axes titles, gridlines, here we have our major and minor gridlines that you can apply vertically and horizontally.

We have controls over a legend. In this case the placement of our legend, whether we want it to be on the right, the left, bottom, top etc. Our data labels and the data table. If we show data table, then right there in the chart area you're going to see a miniature version of the worksheet that it was developed from. That's not always the best option, and in this case, I'm going to leave it out. Let's go on to step four. In step four, our final step, we have two tasks left. First we have to decide whether this chart object is going to be embedded into our worksheet or on a separate sheet, like it was when we hit F11. We can also name this chart and give it an overall title that it'll be known as. Let's embed this chart since the last one was on its own tab. Annual Sales is fine and we'll click on Finish, and as you can see it's been embedded into our worksheet, but it's on a floating picture layer, so we can drag it and move it to a place that's better set. There we go. Above you can see the date it was generated from, and within this chart you can see a representation of that data that will help you evaluate the numerical information and easily see how it stacks up.

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This video is part of

Image for Excel 2003 Essential Training
Excel 2003 Essential Training

65 video lessons · 51535 viewers

Mark Swift
Author

 
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  1. 16s
    1. Welcome
      16s
  2. 22m 44s
    1. Spreadsheet uses
      1m 59s
    2. Toolbars and menus
      8m 53s
    3. Moving around
      8m 1s
    4. Getting help
      3m 51s
  3. 18m 43s
    1. Opening new workbooks
      5m 13s
    2. Entering data
      6m 12s
    3. Commenting and saving
      7m 18s
  4. 17m 31s
    1. Opening worksheets
      1m 55s
    2. Add and delete worksheets
      2m 23s
    3. Insert and delete cells
      3m 46s
    4. Worksheet data
      9m 27s
  5. 36m 0s
    1. Width and height
      6m 7s
    2. Numeric formats
      6m 1s
    3. Alignment of data
      3m 43s
    4. Naming cells and ranges
      5m 48s
    5. Naming constants
      1m 52s
    6. Creating lists
      5m 48s
    7. Autofilter
      4m 13s
    8. Designated lists
      2m 28s
  6. 11m 19s
    1. Print options
      5m 51s
    2. Printing and hiding data
      1m 58s
    3. Headers and footers
      3m 30s
  7. 21m 52s
    1. Creating formulas
      6m 30s
    2. Relative and absolute
      6m 1s
    3. External references
      6m 0s
    4. Named constants
      3m 21s
  8. 7m 47s
    1. Functions
      7m 47s
  9. 19m 6s
    1. Fonts and merging
      3m 52s
    2. Rotate and indent
      1m 47s
    3. Borders
      2m 41s
    4. Shading and format painter
      2m 30s
    5. Rename and color worksheet tabs
      1m 52s
    6. Working with pictures
      6m 24s
  10. 11m 31s
    1. Templates
      3m 45s
    2. Styles
      3m 55s
    3. Autoformat
      55s
    4. Smart documents
      2m 56s
  11. 13m 15s
    1. Chart terminology
      2m 23s
    2. Chart wizard
      5m 10s
    3. Formatting charts
      3m 22s
    4. Inserting images
      1m 42s
    5. Printing charts
      38s
  12. 5m 1s
    1. File search
      1m 51s
    2. Find and replace
      3m 10s
  13. 8m 19s
    1. Import from Word
      1m 17s
    2. Delimited data
      2m 53s
    3. Import from the web
      1m 49s
    4. Exporting data
      2m 20s
  14. 7m 54s
    1. Consolidation
      5m 12s
    2. 3D formulas
      2m 42s
  15. 5m 33s
    1. Multiple panes
      1m 12s
    2. More screen options
      4m 21s
  16. 13m 37s
    1. If
      2m 22s
    2. Time
      4m 16s
    3. Date and time
      2m 14s
    4. Lookup
      4m 45s
  17. 6m 55s
    1. Compare text
      3m 27s
    2. Concatenation
      1m 47s
    3. Special characters
      1m 41s
  18. 6m 10s
    1. Pivot tables
      6m 10s
  19. 16m 0s
    1. Recording a macro
      8m 43s
    2. Macro menus
      3m 45s
    3. Global macros
      3m 32s
  20. 11s
    1. Goodbye
      11s

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