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Excel 2003 Essential Training with Mark Swift is a movie-based workshop for users who are new to working with spreadsheets, or those wanting to improve their skills. This workshop begins with a basic overview of the application and quickly advances to cover useful formulas, functions, techniques for enhancing spreadsheets, charts, and much more. Exercise files accompany the training, allowing you to follow along and learn at your own pace.
Another extremely easy and yet very powerful way of creating charts is to use 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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