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Creating Infographics with Illustrator

Creating Infographics with Illustrator

with Mordy Golding

 


Infographics provide a unique way to visualize your data and trace the story behind it. Join author Mordy Golding in this course as he introduces you to designing charts, graphs, and other infographics in Adobe Illustrator. Mordy reveals five key components to a great information design, and shows how to determine which of the types of graphs available in Illustrator is right for your data. The final chapter takes you step-by-step through the creation of an infographic about renewable energy, using charts, tables, patterns, and text. Plus, Mordy demonstrates how to maximize your export options by creating a file with multiple layers and artboards.
Topics include:
  • Visualizing data vs. presenting data
  • Understanding the anatomy of an Illustrator graph
  • Formatting data with Illustrator
  • Defining the scale for charts
  • Adding numeric values
  • Designing your own chart from scratch
  • Creating simple icons
  • Building line, bar, column, and matching-scale charts
  • Adding a table with threaded text
  • Creating a layered PDF for distribution

show more

author
Mordy Golding
subject
Design, Infographics
software
Illustrator CS6
level
Intermediate
duration
4h 16m
released
Mar 11, 2013

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Introduction
Welcome
00:04Hi there! My name is Mordy Golding and I'd like to welcome you to Creating Infographics
00:09with Adobe Illustrator.
00:10You know, at first blush, math and design seem to be polar opposites.
00:15But when carefully brought together the result is often a powerful image that
00:20clearly conveys information in a beautiful way.
00:23Readers are mesmerized and become engrossed in the details making it possible to
00:28communicate a large amount of information to audiences across both print and
00:33interactive mediums.
00:35In this course, we'll start by exploring some key concepts that will help you
00:39understand what it takes to build beautiful and effective Infographics, then
00:43we'll dive into Illustrator and discover the often misunderstood and underused
00:48graph and charting features.
00:50Finally we'll work together on a project, building infographics step-by-step, so
00:56that you can get some real-world experience while you learn.
00:59Join me as we learn all about creating beautiful Infographics with Adobe Illustrator.
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What to know before watching this course
00:00Here are a few things you should know before starting this course.
00:04First of all the last chapter is actually a project where I help you
00:08step-by-step to the entire process of creating an Infographic.
00:12It's a great way to apply the knowledge that you've learned in the first part of the course.
00:17The project uses real data that I've actually gotten from the Internet and it
00:21covers the topic of renewable energy.
00:23I'm sure that you'll have a lot of fun working on it.
00:26One other note about Illustrator, it's important to realize that throughout this
00:30course I'm actually using Adobe Illustrator CS6.
00:33But because the graphing features in Illustrator haven't really been updated in
00:37many years, you'll likely be able to follow along with versions like CS5, CS4
00:42and even probably further back than that.
00:45So the concepts that you'll actually learn throughout watching this course
00:49should apply no matter which version of Illustrator you're using.
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Using the exercise files
00:00If you have the access to the exercise files for this course, you might find it
00:04easier to copy them to your computer Desktop as I've done here, or anywhere
00:08you'd like where they'll be easily accessible.
00:11The top folder contains subfolders for each chapter, which themselves contain
00:16the exercise files.
00:17If you don't have access to these files, you can still follow along with your
00:21own files or just sit back and watch as I proceed throughout the course.
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1. Key Concepts
The infographic vs. the presentation
00:00There are two types of mainstream documents that traditionally contain data
00:04that is graphically or visually arranged.
00:07They are presentations, or what most people affectionately refer to as a
00:11PowerPoint, and infographics.
00:14In truth there are many similarities between the two. Both try to convey data in
00:18a pleasing fashion and in a way that can be quickly and easily understood.
00:23Good presentations and infographics also tell a story, be it a story that helps
00:28you sell a vision for a new and exciting product to a group of investors, or one
00:32that clearly shows how an election was won, or how solar energy works.
00:37Due to their popularity, most designers have probably been called upon to create
00:41PowerPoint presentations before. And there are plenty of great resources on the
00:45art of building better presentations, including Guy Kawasaki's famous 10/20/30
00:50Rule of PowerPoint, that's 10 slides, 20 minutes, 30 point font.
00:55There is also Nancy Duarte's TED talk and her book Slide:ology, and of course,
01:00Edwards Tufte's brilliant essay:
01:02The Cognitive Style of PowerPoint. But in order to create infographics, you
01:07have to understand that they are different from presentations; they have different rules.
01:11And that's mainly because presentations and infographics are presented differently.
01:16A presentation is usually delivered verbally in person;
01:19while an infographic is usually something a person reads and digests on his own.
01:24This difference affects two important aspects; the STORY and the GOAL. Now don't
01:30get me wrong; both Presentations and infographics need a story, and they should
01:34both have a clear goal of what they're trying to convey.
01:37But in a Presentation, you tell the story and the graphics in your slide support that story.
01:43In infographic your graphics must tell the story for you.
01:47It must be clear by looking at it, because you aren't there to explain it to the intended audience.
01:52For example take this pie chart. The information and it is clear and correct,
01:57but if I'm giving a presentation, I might be telling my audience that I've just
02:01invented a method of using solar energy for refrigeration purposes.
02:05The low number attributed to that appliance might represent a large growth opportunity.
02:10In an infographic, I'm not there to explain that story, so I have to make sure
02:15that my graphic leads the reader's eye to the important point that I'm trying to convey.
02:20In other words, you have to make sure that you're infographic is what's telling
02:23the story, not the other way around.
02:26Another important difference is in the GOAL.
02:28Now during a Presentation you're likely trying to provide information to your audience.
02:33For example, how much money your division made in a certain quarter,
02:37a proposed budget for the upcoming year, or a new product idea that you think will
02:41revolutionize an industry.
02:43You've done the research and you have all the answers.
02:46Your GOAL is to convey that information to others. If questions arise during a
02:51presentation, and that's okay, you have the answers to all those questions.
02:55A good infographic elicits a different response.
02:58The GOAL is less about providing answers or getting approval. It's more about
03:02providing information that results in even more questions.
03:06A good infographic doesn't necessarily provide answers, but it reveals data in a
03:10visual manner that piques the reader's interest and forces them to come to their own conclusions.
03:16Most people want to run through a presentation as quickly as they can;
03:19just tell me what I need to know.
03:21An infographic is something that a reader will become engrossed in, allowing
03:24them to form their own decisions about the meaning of the data.
03:27You've always heard people say that a slide in a presentation should be simple
03:31and should only show a limited amount of information. That's usually because you're
03:35in the room to provide additional data if necessary. You want to be the focus, not your slide.
03:41But with an infographic, the word 'simple,' simply isn't in the vocabulary.
03:45Now don't confuse simple with clean, clear and legible. An infographic
03:50should present enough data to allow the viewer to come to their own conclusions.
03:54Now of course, getting your story straight and understanding the questions and
03:58the answers around your data is key. How to you do that?
04:01Well, let's find out in the next movie.
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Finding stories in data: Questions and answers
00:00Over the years, I've been lucky enough to have had the chance to work with many
00:04professionals to create award-winning infographics, including the Graphics
00:08Department at the New York Times.
00:10Interestingly, their department isn't staffed with graphic designers.
00:14Their job titles are graphics editors.
00:17These designers aren't handed an Excel document with a list of numbers and told to
00:21make it look pretty. Rather, just like a news reporter, they do the research.
00:26They get deep into the data and they find a compelling story to tell.
00:31Before you choose colors, fonts, decide what cool charts or graphics to use,
00:36the most important part of creating an infographic is deciding what story it will tell.
00:41It's also the most difficult part. Why?
00:43Well, you've heard the phrase a picture speaks a thousand words.
00:47Images and graphics tell a story.
00:49The challenge with infographics is that they usually contain multiple images
00:53and graphics and you have to make sure that they all work together to tell the same story.
00:58So how do you find your story?
01:01You act like a news reporter.
01:03You become a graphics editor.
01:05Here are four steps that I use to build the story for an infographic.
01:09Ask yourself questions.
01:11Do research to get answers.
01:13Visualize your data. And Storyboard or sketch your ideas out on paper.
01:18It all starts with asking questions, lots of questions.
01:22A good place to start is what, where, when, who, why, and how?
01:26Be with relentless.
01:28The more questions you can ask, the better.
01:30Write them all down.
01:31I would like use a word processor, because it's easier to work with later on.
01:35But I also use a Note application like Evernote, for example.
01:38So that I can always add questions as I think of them.
01:41It's rare that you'll think of every single question in one sitting.
01:45Questions come to you all the time, so, being able to capture them in the moment is key.
01:50Once you've written a list of all your questions, you can start finding answers to them.
01:54I usually start with Google, but depending on the subject matter of your
01:58infographic, you may go elsewhere.
02:00For example, if your infographic is about specific information about your own
02:03company, you may be looking at internal data or reaching out to others in your
02:07company for more information.
02:09In general, asking others is a great way to get the answers that you're looking for.
02:14You could also use social media outlets like Facebook and Twitter to reach out your audience.
02:18It's best if you can collect both Qualitative and Quantitative Information on your topic.
02:24Qualitative data is detailed information that you can collect from individuals,
02:28say through user testing or a focus group.
02:30Quantitative data is more general information that you collect from larger
02:34groups via things like surveys or large spreadsheets of data, for example.
02:39You know you're doing a good job when your answers generate newer questions.
02:43Maybe you find out something that surprises you. Something you didn't think was
02:46important, suddenly is. And you ask yourself why is that or what's causing that.
02:52Very often, you travel back and forth between asking questions and finding
02:56answers before you're ready to move to the third step, which is visualizing data.
03:01Now this is a process where you try to envision your data through images and graphics.
03:05It's really just another way to see the information to help you formulate your story.
03:10Perhaps, you don't see a pattern by staring at a spreadsheet full of numbers,
03:14but once you convert it into a visual chart, you start to see patterns emerge.
03:18There are many ways to visualize your data and it's an important step in the
03:21process of figuring out your story.
03:23We'll cover this step in more detail later in this chapter.
03:27Finally, before you're ready to build your infographic, you need to put it on paper.
03:31Storyboarding or sketching out your story.
03:34How you visually lead the reader throughout your story?
03:37You have to make decisions.
03:38Does your story have an ending?
03:40Are you specifically stating a deliberate finding in your data, or is your story
03:44more of a cliffhanger?
03:46Is it something that sits with the reader afterwards forcing them to think a
03:49potential ways that the story could end?
03:51Are the graphics that you intend to use going to accurately support that story,
03:55or are they just going to confuse the reader?
03:58Ultimately, the style of your story is up to you, but you have to ensure that
04:02the story itself is clear and that you aren't telling conflicting stories within your design.
04:07These four steps can help you draft a story that your infographic will tell.
04:11This isn't something that you can do in 15 minutes.
04:14Sometimes, it can take several days and it's always best to give yourself some
04:18time to live with your story as it develops.
04:20You'll ask more questions.
04:22You'll find better answers and ultimately, you'll end up with a better story.
04:26While this process is probably the hardest part of creating an infographic,
04:30it can also be the most fun part.
04:32Being a graphics editor helps you focus on creating an infographic that's both
04:36compelling and engaging.
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Visualizing data vs. presenting data
00:00In the previous movie we discussed four steps of developing a compelling story
00:05for an Infographic, one of those being Data Visualization or DataViz for short.
00:11There's an important distinction between visualizing data and presenting data.
00:16Understanding the difference will help you craft the perfect Infographic.
00:20Imagine you're a chef charged with preparing a scrumptious dinner for an important guest.
00:25You walk into the supermarket with just about every ingredient possible before you.
00:29How do you decide what to serve for dinner?
00:31What appetizers will you prepare, how about the entree, and how will you cap the meal
00:36with a perfect dessert?
00:37You immediately start to envision different combinations of ingredients.
00:41What foods will complement each other?
00:43At this stage you don't yet know what the final result will be, but you're
00:47already picking up ingredients and searching for inspiration, trying to
00:50imagine how you might combine different ingredients, spices or flavors to create that perfect meal.
00:57You're visualizing the possibilities, experimenting until you've made a decision.
01:02Now fast-forward a few hours and it's now dinnertime, you've already explored
01:06all the options and have made decisions.
01:09You're about to present the meal that you've prepared.
01:12When you are developing an Infographic, visualizing data is a powerful way to
01:16find compelling stories to tell. Experimenting with different ways to view your
01:20data is essential, because it reveals patterns that you might not see otherwise.
01:25Seeing your story from multiple points of view can also help prove that your
01:29findings or interpretations are correct.
01:32Perhaps most importantly, it helps you find the very best way to present your data.
01:37Speaking of presenting data, what your final infographic portrays, the story
01:42that it tells, is completely up to you.
01:44In other words you can choose to present your own interpretation of the data,
01:49or you may choose to provide information in an interactive fashion that allows
01:53the viewer to do their own experimentation, their own visualization and form their own conclusions.
02:00It's true that at DataViz is something that is usually associated with big data;
02:04large companies like IBM or Amazon.com that attempt to interpret huge sets of
02:09data, like tracking the spread of diseases worldwide or making recommendations
02:14based on previous purchases.
02:16While that's true, don't forget that DataViz is also useful when building
02:20individual infographics. Use it to your advantage.
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The infographics toolset
00:00Creative folk have been creating all kinds of infographics for hundreds of years.
00:04So in reality, all you need is something to write with and something to write on.
00:09But in today's world we have access to a variety of digital tools that make it
00:13easier to create and distribute infographics.
00:16Here's a list of some applications that you'll find helpful in your work.
00:20To be honest, it really doesn't matter which version you have, although newer versions
00:24usually contain features that help make your work more efficient. With its
00:28built-in graphing functions powerful vector tools and decent support for text,
00:32Illustrator is the go-to application for creating infographics.
00:36You can easily generate output for print or the web.
00:39And you can easily export artwork that can be placed into Microsoft Office applications if required.
00:44As an alternative to Illustrator, InDesign offers powerful layout and text capabilities,
00:49but it's missing any kind of graphing feature.
00:52If your infographics are text heavy, working with InDesign may offer benefits.
00:57But you'll likely be using InDesign together with Illustrator, not InDesign instead of Illustrator.
01:03If you plan on distributing your infographics via PDF, it's essential that you
01:07have Adobe Acrobat Professional. Sure, you can export PDF documents directly
01:12from Illustrator or InDesign, but with Acrobat, you can add additional security
01:15features; specify how the file initially opens when you click on it.
01:19For example, you have the file automatically open in full screen presentation mode.
01:23And you can even add scripts or other interactive features.
01:26Now whether you love working with data or not, you will have to learn to live
01:30with Excel. It's the world standard hen it comes to working with
01:34spreadsheets and it's the file format that you'll be receiving from clients,
01:37coworkers and when you're downloading data from the Internet.
01:40Now if you're just doing an infographic here and there, being familiar with
01:43Excel is a bonus, but if you're planning on doing a lot infographics, buckle up
01:48and learn as much as you can about Excel. You'll be glad you did.
01:52Note that while there are both Mac and Windows versions available, the Windows
01:56version usually has features that are not available in the Mac version.
01:59For researching and organizing your story, a word processor is key, while you
02:04certainly don't have to use Word, really any word processor will do.
02:07If you're going to get Excel anyway, you're probably be getting Microsoft Office,
02:11which includes Word, so there's less to think about there.
02:14If you're on a Mac, you might want to take a serious look at Apple's Keynote.
02:18Whilel I wouldn't use it to create infographics, it's a great tool for
02:22storyboarding your infographic.
02:24The graphing tools are easy to use and are more capable than those found in Illustrator.
02:28And it's easy to organize your data into slides to quickly organize your thoughts.
02:33I use it often and if you have to convert parts of your infographic into
02:36presentation, you're already halfway there.
02:39Now of course, the tools that you use should be the ones that work best for you.
02:43Don't be afraid to experiment with mobile apps either. A more efficient workflow
02:47means that you'll have more time to spend on developing your story and that will
02:51always be a good thing.
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The five keys to a great infographic
00:00Great infographics don't happen by accident;
00:03rather a carefully crafted infographic displays various attributes that
00:08contribute to its overall success.
00:10I've come up with a simple way to summarize these attributes into what I call CHART:
00:15the five keys to a great infographic.
00:17The first key is Contrast;
00:19Contrast in a design creates tension and displays a clear distinction or
00:24difference offering no ambiguity.
00:26In graphic design, Contrast can be used to draw a viewer's attention to a specific area.
00:31For example, a splash of color amidst the grayscale image, but it's equally
00:35important when displaying data.
00:37Take for example, a common question that you might find in a survey where
00:41respondents are as to provide an answer on a Likert scale.
00:44I the world of research, using a Likert scale can help researchers gauge
00:49interest levels by forcing someone to choose from of range of options, rather
00:53than just requesting a yes or no answer.
00:55But when you convert a Likert scale into a chart, such as a pie chart, you end
01:00up with a diluted answer.
01:01Making it difficult to either use the data or to make a decision or even to help
01:06a viewer understand the point hat you're trying to make.
01:08You try to digest all this information and it doesn't really result in any clear choice.
01:13To add Contrast, you might consider dividing the data into clear parts, like yes and no,
01:18while still providing the original information should the reader decide to want to build their own opinion.
01:23Alternatively, you may just combine the values into a more general statement,
01:28this way the point you're trying to make, gets across.
01:31The next key is Hierarchy, important in any composition or layouts you need to
01:36provide clear direction and how the viewers should look at the design.
01:39You must lead the eyes from the most important elements to the least important.
01:44A variety of elements can be used to indicate Hierarchy, including Size,
01:48Weight, Color and Position.
01:50Keep in mind that you can also use graphic elements, such as lines or arrows
01:54to help lead the viewer's eye from one part of your infographic to the next.
01:59The third key is Accuracy;
02:01you have access to your data through all the research that you've done, and that
02:05data has led you to a conclusion. Don't be afraid to reveal that true data,
02:09as it allows your readers to believe what you're saying.
02:12Illustrator also allows you to be as precise as you need, so don't resort to eyeballing it.
02:17In addition, it's always best to reveal your sources, so that your viewers
02:21know whether you're presenting your own opinion or if the data is coming from a trusted source.
02:25The fourth key is Relevance. You might think that this is commonsense, but don't
02:30provide information that would just confuse your reader.
02:33Extra noise will just reduce the impact of the point that you're trying to make.
02:37I say that you might think that this is commonsense, but as a designer myself,
02:41it can sometimes be too hard to resist adding some cool graphic that you came up
02:45with, and that you might want to include it even though it doesn't contribute to
02:49your infographic's story.
02:50A good way to protect yourself here is to have someone else review your designs.
02:54If they don't get the point right away, or if you find yourself having to
02:58explain it to them, you may have a relevance problem.
03:01Now the fifth and final key is Truth. Even if your data is accurate and can be
03:06presented in a way that tells a false story.
03:09For example, putting two charts side-by-side will immediately force the viewer
03:13to compare the two. If the scale of the charts aren't even,
03:17the viewer likely won't realize that, leading to a false assumption.
03:21In these two charts, you might think that both solar and wind are similar,
03:25but they really aren't.
03:27Each chart uses a separate value scale. Technically the data in each chart
03:32is valid, but when you present them side-by-side, it's easy to think that they're quite similar.
03:37When both charts are using the same scale however, it's readily apparent that
03:41solar and wind energy aren't really that similar at all.
03:45Scale can also be used to deceive a viewer. For example, these two line charts
03:50show the exact same data, but each design might force a viewer to come to a different conclusion.
03:56Remember that everything that you do on your infographic, will either strengthen
04:00or weaken your story. Keeping these five key attributes at the forefront of your mind
04:05will help ensure that your infographic will be clear, beautiful, and great.
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2. Illustrator and Data
An overview of the Illustrator graph functions
00:00One of the reasons why Adobe Illustrator is such a wonderful tool to use for
00:04creating infographics is because it has a feature built into a called graphs.
00:10It basically allows you to bring in data from a program, like Excel for example, and
00:15turn that data into graphics, be it as a pie chart or a line chart or a column
00:20chart, so on and so forth.
00:22At the same time it's important to realize that the graph tools that are present
00:26inside of Illustrator haven't been updated in quite some time.
00:30So while certain things have been modernized and improved upon in Illustrator
00:33over the years, that may not be the case with graphs.
00:37For example, you may take it for granted that when applying a drop shadow, you
00:41can check a little preview button, so that as you modify the settings for that
00:45drop shadow, you see a preview of that on your screen.
00:48However, the graph tools don't have a preview option. So basically you have to
00:53dial in some settings, click OK, see how it looks. If you don't like it you
00:57have to go back into those dialog boxes and make some changes.
01:00However, just because the tools haven't been updated in a while it doesn't mean
01:04that they aren't powerful. In fact, I think you'll find that the graphing
01:08functions inside of Illustrator will do anything that you ask of it and in fact
01:13that's what we're going to explore in the coming chapters.
01:16For now however, I want to give you a basic overview of what you can expect out
01:20of the Graph tools inside of Illustrator.
01:22So I am going to start by creating a new document here, Cmd+N or Ctrl+N.
01:26For a profile here I'm just going to choose print, maybe I'll choose inches and for
01:31the orientation I'll choose a wide format and I'll click OK.
01:34Now if I look at my Tools panel, I'll see that I have many tools including this
01:39one here called the Column Graph tool.
01:41If I click and hold my mouse down on it I'll actually see that Illustrator has
01:45many different graph tools. It's important to realize though that no matter
01:48which graph tool I use, I can always switch between them later on.
01:52So I never really bother with trying to select this specific tool, I'll always
01:56create my chart using the Column Graph tool. It's just easier to do that.
02:00I can always change the type of chart later on.
02:03Now the tool works almost like any other drawing tool inside of Illustrator.
02:07I can position my cursor on the page and click once with the mouse and that brings
02:11up a dialog box asking what size I want that graph to be; so I can type in a
02:16value for width and a height.
02:18Now in the next movie we're going to discuss more in detail exactly what width
02:23and height mean in reference to a graph. But for now I actually want to draw one
02:28visually, so I'm going to click on the Cancel button. I'm simply going to
02:31click and drag to define a bounding area and when I release the mouse, I'll see
02:35a few things that now happen.
02:37First of all, Illustrator creates something called a Graph object. You can see
02:43over here on the upper left-hand corner that the object that I currently have
02:46selected is called the Graph.
02:48A Graph, as we're going to find out, is really just the special kind of a group
02:52inside of Illustrator; it's a bunch of objects that are driven by math. That math,
02:57or those numbers, appear in this window here called the graph data window.
03:02This graph data window will appear whenever you're graph is active and you want
03:06to modify that information inside of it.
03:09Now you can see that it's made up of a series of different cells, which is very
03:13similar to the cells that you might find in a spreadsheet program, so for
03:16example, Microsoft Excel or Apple Numbers.
03:20I can type in numbers directly here through my keyboard, or I could also
03:25import some data as well.
03:27Now again we'll go into more detail about how to format data correctly inside of
03:30Illustrator, but for now I'm going to get started by actually importing some
03:35data that I've already created.
03:37So I'm going to come over here to the series of icons that appear here. I'm
03:41going to click on the first one which is Import data. I'm going to navigate in
03:45my exercise files to Chapter 2. I'm going to click on this file the text
03:50based file called US_Energy_Production_2011. I'm going to choose Open and that
03:55data is now going to come here into this window.
03:58Now while I imported the data, I haven't apply this data to the graph that I've created.
04:04Whenever I make changes to anything in this window I need to click on this
04:08little checkbox over here or the Apply button to now tell Illustrator take those
04:13values and now turn them into a chart.
04:15So now you can see what's happened; let me position the window down here just a little bit.
04:19Illustrator has taken the values and the data that I've now imported and it has
04:24converted them to a graphical form, in this case, a column chart.
04:28Now I can close this data window right now, and as I mentioned before, I have the
04:33ability to view this data using a different type of chart.
04:37To do that, I would take my Selection tool to select the actual graph itself,
04:41which remember is just one big group.
04:43If I look at my Layers panel I can see that right now I have one object to my
04:47document. I can go to the Object menu, scroll down to the bottom here where
04:51it says Graph and then choose Type, because I want to change the different
04:55types of ways that I can view this data. Maybe for example, I would like to see
04:59this data graph as a pie chart. I can choose the Pie Chart option right here,
05:03click OK and Illustrator now reformats that graphic to now show me the same
05:08data, but now as a pie chart.
05:11As long as I don't ungroup this information I can continue changing both the
05:15data and also the way that I visualize that data.
05:18So for example, I'm going to go back to the Object menu, choose Graph and then
05:23choose Type, changes back to a Column chart, click OK, and if I wanted to change
05:29the actual numbers, I can go choose Object, scroll down to where it says Graph,
05:35reopen the data window and now change the values.
05:39For example, maybe I want renewable to change to 17, again I will hit the Tab
05:45key to accept that value in this cell, and then I click on the checkbox and now
05:49you'll see that that value has updated in the chart.
05:51I'll go ahead and I'll close this window, and just to show you what would happen
05:55if I were to ungroup this, I can go to the Object menu now and choose Ungroup
06:00and Illustrator will give me a warning, it'll tell me right now I have a graph
06:04selected, but if I were to ungroup this.
06:06I will no longer be able to modify the data inside this graph. In fact, it'll
06:10just be a series of objects. It'll no longer be this special type of object,
06:14which is a graph. So I'm going to click on the Yes button over here.
06:18And now you can see that it has been reduced to a regular group. It's no longer a
06:22graph object . If I look over here to my Layers panel I now see that I have
06:25several groups here that I can work with.
06:27If I deselect it and I click on this, I can see that there are different groups
06:32that are now present inside of my document. It's as if I had taken regular
06:37rectangles and drawn them to the specific sizes or dimensions, and by the way
06:43that's really the most important thing to note here.
06:46I don't have to worry about trying to conform Illustrator's somewhat ancient
06:50graph feature to create the final graphics that I want.
06:54However, it's a great way for me to get started by creating graphics in a
06:58proportional form, so that I can now start to work with them on my own.
07:02As we'll see throughout the rest of this course, there are sometimes when I want to
07:06actually ungroup my graph and kind of modify the shapes of my own. There are
07:11also sometimes where I want to be able to preserve this information as live
07:14data, so that as time goes on I can continuously modify that data and have
07:18Illustrator update the graph accordingly.
07:21So now that we understand how graphs work inside of Illustrator, let's take a
07:25closer look at exactly what each of the parts inside of a graph actually are.
07:30We'll do that in the next movie.
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The anatomy of an Illustrator graph
00:00In the previous movie I mentioned how a graph inside of Illustrator is really a
00:05special kind of a group. It's a special object that Illustrator creates for you
00:10based on the data that you provide.
00:12So I wanted to take a moment to kind of break apart really what goes together
00:16and actually makes up a graph object inside of Illustrator.
00:20It's actually a series of groups, but each group has a very specific function.
00:24When we start diving into the details about how to control what does go into
00:29a graph and how to modify some of it's settings, it's important to know the
00:32terminology about what these different parts are called.
00:35Now in this example here, I'm dealing with a file called anatomy.ai, and as an
00:40example I'm using a column chart. But for the most part, no matter what style of
00:45chart that you decide to use, they will all be made up of multiple components
00:49that are similar to what you see here.
00:52Each of the separate gray areas that you see are actually different groups
00:56that Illustrate creates. There is an area here in the center which is actually the chart.
01:01Now if I create a line chart or a bar chart or a stacked bar chart that will
01:06all get drawn within this area.
01:08Now if you remember back in the previous movie when I clicked once with my
01:12cursor on the art board using the Graph tool a dialog box appeared asking me for
01:16the width and the height values.
01:18What exactly do those numbers represent?
01:20The answer is it represents the bounding area for the chart part of the graph.
01:26So for example, if I were to type in a width of 6 inches and a height of 4 inches,
01:30then the bounding area for the chart part of my graphic will be 4 x 6.
01:35All the other areas the Legend, the Legend Values, the Category Axis and the
01:40Value Axis, those all actually get drawn or added outside of that area.
01:46It's also important to realize that the actual bounding part of my chart is tied to the value axis.
01:53We'll get a better understanding of this in the next chapter, but I just want to
01:57let you know that it is possible for the values within your chart to sometimes
02:01extend beyond the bounds of the actual area where you define your chart.
02:06Likewise, I may have a line chart that may dip below, or if I have some negative
02:10values here on these bars, they may actually come outside the bounding area
02:15towards the bottom of this chart area.
02:17So it's important to have a good understanding about what this area of the chart represents.
02:23Now the data that I provide to Illustrator allows Illustrator to create this chart
02:27and that data is made up of values and categories.
02:30The values are charted here and the categories are charted here; although as
02:35you'll see later on, you can always swap the two, but the value axis is made up
02:40of a combination of these tick marks and also the values themselves.
02:44However, for the Category Axis, you'll find that the tick marks and the values
02:49appear in two separate groups.
02:51If we look towards the right here, I have the legend, and that's basically solid
02:56boxes that represent what each of the colors or lines in this chart represents.
03:01There is an additional group here that identifies them by actual labels.
03:05The reason why it's important to understand the terminology, or at least
03:09understand what these different groups are, is because later on when we start
03:12messing with different settings inside of a chart, we'll see that we have the
03:16ability to, for example, have the legend display across the top of a graph instead
03:20of along the side of it, or I have the ability for the value axis to appear both
03:25on the left side and also the right side of a chart.
03:28If I understand what these things mean, for example, what legend means or what
03:32value axis means, I'll have a better time understanding those settings when I'm
03:36working with them inside of the Graph dialog boxes.
03:39Remember that the graph functions don't actually have any preview settings, so
03:43it's not as easy to experiment with these settings.
03:46You kind of have to know what they are when walking into this feature.
03:49So at this point we understand how graphs work and we also have a better
03:54understanding about what makes up a graph inside of Illustrator, but
03:56we're missing one more part, which is probably the most important part, the data itself.
04:01Is there are anything special that you have to do in order to work with data
04:05inside of Illustrator? Do I have to format it in some way?
04:08How can I control these various settings within the graph using my data?
04:12These are all questions that we're going to answer in the next movie.
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Formatting and using data with Illustrator
00:00Perhaps one of the most important things about working with data inside of
00:04Illustrator is formatting your data correctly.
00:07Obviously, if all your numbers are wrong the graphics are going to be wrong too.
00:11Now unfortunately there are a lot of limitations about working with data inside of Illustrator.
00:16I am actually going to jump over to Excel here for a second, just to show you
00:21that when you are working in Excel you do have the ability to copy and paste
00:25information from Excel directly into Illustrator.
00:27You would basically select a whole bunch of cells here inside of Excel, copy it,
00:31and then go back and click on a cell inside the data window inside of Illustrator and then paste.
00:36Sounds pretty straightforward.
00:38However, if you have things, like for example, dollar signs or even commas or
00:44other special characters inside of your numbers here, inside of Excel,
00:48Illustrator does not know how to deal with those numbers.
00:51You will actually get an error if you try to map that data inside of Illustrator.
00:55So for example I am going to switch to this file right here called
00:59US_Energy_Production. It's the same data that we've been working with here for
01:02some time inside of this chapter.
01:04Now these numbers have decimals, which is fine, but if they were let's say
01:07thousands and I had some commas in there, I would not be able to bring that here
01:11from Excel into Illustrator.
01:13If I do have that inside of my document, I would probably remove them by first
01:17selecting the actual cells that contain those numbers.
01:20Then I would go to the Format menu here and choose Cells, and then where it says
01:25Number, I would make sure to uncheck this box here that says Use 1000 Separator.
01:30I will click on the Cancel button here.
01:32But let's say I wanted to copy and paste this data into Illustrator.
01:36I will actually click over here to select it, hold down the Shift key and click
01:40over here so now that all these cells are selected, and I will press Cmd+C
01:44or Ctrl+C. And now I will switch over to Illustrator I will create a new
01:48document. I will just basically use the default settings here, letter using
01:51Inches and a Wide, click OK.
01:53I'll take my Graph tool over here, the Column Graph tool, click and drag to draw
01:58a bounding area for my chart. This brings up the data window. I am going to
02:02click over here on the first cell and press Cmd+V to paste this.
02:06Now you can see that if I go back to cell here for a second, I only had one
02:10decimal point here, so 15.4, for example for petroleum.
02:14But if I go back to Illustrator I will see that Illustrator added now a second
02:18decimal point here, it added a 0.
02:21That's because by default Illustrator displays two decimal places.
02:25If I go over here to the top of the data window, when I click on this button
02:28called Cell Style, I have the ability to set the number of digits that I want to
02:32appear after a decimal point.
02:34So for example, in this case I really only need one number, I am going to change
02:38it to 1 digit and then click OK.
02:40Just to show you if I have really a lot of numbers like may be very high values.
02:44Right now Illustrator cell is limited to only displaying 7 digits, but I can
02:48increase that value should I need it.
02:49I will click Cancel over here.
02:51Now that have these values I'll tell Illustrator to now chart it by clicking on the Apply button.
02:56Now if you don't have Excel you can pretty much do the same thing by clicking on
03:00this button here, which is Import Data.
03:02But I will just let you know that you cannot import a native Excel file into Illustrator.
03:07So while you can copy and paste the text from Excel into Illustrator you can't
03:11bring in a native.xls file directly here inside of Illustrator.
03:16So what you need to do is go to Excel and you need to choose File, then you need
03:20to choose Save As, and for the format you have to choose a Tab Delimited Text
03:26file, which is a .TXT file.
03:28When you choose that option and you save your document, you would then be able to
03:32place that text file into Illustrator.
03:35I am going to press Cancel here, because I actually have this file already created.
03:39So I am going to go back to Illustrator. Now I am going to click on this
03:44button, Import Data, navigate to Chapter 02 of my exercise files and I can
03:47select that file right here. It's called US_Energy_Production_2011. I notice
03:52here it's a plain text file, I'll choose Open and then that data now loads in here as well.
03:58So you can either copy and paste data or import text-based data into Illustrator.
04:03Now it's important to realize that I have different ways of formatting this data once already here.
04:08This button over here called Transpose, turns all my rows and columns and basically swaps them.
04:14So now if I chart this I get a very different result.
04:18Depending on the story that I am trying to tell, I may choose to view my data in
04:22two different ways. So it might help to experiment transposing your data and see
04:26which one tells your story better.
04:28Now by the way when you look over here, at this chart, I have the actual chart
04:33itself that's being turned into columns right here.
04:35I have the values over here for the Value axis.
04:38And I also have the Legend.
04:40Well, let's say I don't want the Legend. I really just want to have the bars appearing and nothing else.
04:45There is no way to actually turn off the Legend inside of Illustrator, however,
04:50the reason why Illustrator is creating a legend is because I have that data that
04:54appears here inside of this row. It's important to realize when you are
04:57formatting data that by putting certain things into this window you are giving a
05:01clue to Illustrator about what it should chart.
05:04You can actually delete all these values and if all Illustrator sees is numbers
05:09it won't create a Legend for you.
05:11Now I could go ahead and delete all these but then I would have an empty row,
05:15the easiest way to work here is to simply select the bottom row of values, hit
05:19Cmd+X or Ctrl+X to cut it, put my cursor right here in this cell and then
05:24hit Cmd+V to paste.
05:26And that will overwrite all the values that were inside of those cells.
05:29Now if I chart my data you will see that there is no Legend there because I
05:33removed that data from the actual window itself.
05:36So based on how I format my data, Illustrator is going to give me a different
05:40result in the graph that it creates.
05:42Let's actually work with some other data to see other ways that I can format my information.
05:47I am going to go choose Import Data, I am going to point to this file here,
05:51which is the US_Renewable_Energy_Generation and I am going to click Open to
05:55bring that data here.
05:56I will click on the checkbox here to apply those settings and now I'll see that
06:00Illustrator gives me far different results.
06:02First of all with these values I really don't want to have any decimal values at
06:06all, they are all like .0.
06:08So I will click on this button and change the number of decimals to 0. I am
06:12going to click OK, I now no longer see those values here.
06:15I also want to point out that across the bottom of the chart here, I see that
06:20there are years; 2000, 2001, 2002. Notice that they all appear with quote marks around them.
06:27The reason why that appears in this data is because if I don't put the quote
06:31marks around it, Illustrator will think that those are actual numbers.
06:34So I want to make sure that Illustrator understands that those are categories.
06:38So remember I have my Value axis here and I have my Category axis here, and
06:44because they appear now instead of quote marks, Illustrator now puts them across
06:47the bottom of the chart.
06:48Now the typeface itself is very big and that's why they are kind of overrunning each other.
06:53But let's actually modify some of this data here, I am going to resize this
06:56window so that it's a little bit bigger. Let's say I only want to show the
07:00last five years worth of data.
07:02So I am actually going to take 2007 right here, hold down the Shift key and
07:06then click in this cell.
07:07So now all these cells are currently selected and I will press Cmd+X, then
07:11I'll place my cursor right here and hit Cmd+V to now paste those values in,
07:17I can still see that 2005 and 2006 are here, so I am going to select this one
07:22through this one and hit Cmd+X to delete those, and now I'll choose to chart that.
07:27And now you can see that because I have fewer years inside of my chart, I now
07:31have 2007, 2008, 2009, 2010, 2011.
07:35Once again, I can choose to see my data in a different way by transposing that
07:40information and then choosing to apply that.
07:43So for example, now I am seeing that my Category axis has changed, I now
07:48basically have all the Wind data here, but I need to refer to the Legend to
07:52understand what the years are.
07:54So this might be really helpful because if I want to focus on how has Wind been
07:57growing over the years, or how has biomass been changing over the years.
08:01Well you can see that Biomass pretty much is flat while Wind has been growing
08:06exponentially. Whereas when I display my data the other way I am going to hit
08:10Transpose and then apply it here, it's harder for me to visualize exactly how
08:14one of these has been growing over the years, but in each specific year though
08:18it lets me easily compare how those are doing.
08:21Again, Illustrator is able to create these categories and also this Legend
08:26because of the way that it's formatted here inside of the Graph Data window.
08:30The more that you worked with graphs inside of Illustrator, the more that you'll
08:34become familiar with working with how you would want to format the data.
08:37But perhaps more important than anything else the more familiar you are with
08:41your data and with the story that you are trying to tell, that will ultimately
08:45lead you to getting the best result when turning your data into visual charts.
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3. Customizing Charts in Illustrator
Modifying Illustrator graph settings
00:00Now that we have an understanding about how graphs work inside of Illustrator,
00:04let's dive into some of the settings that allow us to customize exactly how we want a graph to look.
00:10So in this movie I am going to start by creating a new document; Cmd+N here
00:14inside of Illustrator. I will just choose some basic settings here, working
00:17with the Letter Size, my Unit is set to Inches and my Orientation is set to Wide, and I will click OK.
00:23Now I want to start by creating a graph object here, so I am going to go to my
00:26Graph tool. I am going to use the Column Graph tool.
00:30I am going to click right about over here and I am going to choose to enter a
00:33specific Width and Height for my chart.
00:35Now remember, the values that I'm entering here represent the bounding area
00:40for where the chart itself will appear, not the value or category axes and not the legend either.
00:46So I am going to use a Width of 6 and a Height of 4, I am going to click OK and
00:51then I am going to import some data.
00:52So I'm going to click on this button here to Import Data, navigate to the
00:55Chapter 03 Customizing Charts and I'll choose the US_Energy_Production_2011 file,
01:01which is again a text file that I exported out of Excel and I'll choose Open and
01:06that data now comes in here.
01:07This data does actually have some decimal points in it, so I am going to choose
01:11to specify one digit for my decimals, click OK.
01:15It's important to realize by the way, that the data is still there, even if I
01:18don't see the decimal points, this is just a way for me to display that here inside of Illustrator.
01:22And now I am going to click on the check mark to apply that. Great!
01:25So I am going to close the Data window right now.
01:27And it's important to realize that what Illustrator has created is indeed some
01:31kind of special object called a Graph. Basically a whole bunch of groups kind of
01:36sewn together into this special kind of an object; but at the end of the day they are all still objects.
01:40I have the ability to use my Direct Selection tool to select different
01:44elements and change their colors, select some text and actually change some of the text as well.
01:50But because Illustrator takes the trouble to actually turn these into separate
01:54subgroups, I can use the Group Selection tool inside of Illustrator to make it
01:58easier to modify some of these settings.
02:00Like for example, if I want to change the color of the Nuclear bars inside of
02:05this chart, you will notice that if I take my Direct Selection tool and I hold
02:10down the Option or Alt key on my keyboard, that toggles the Group Selection tool.
02:15I can keep that button down, the Option or the Alt button, and click once on
02:19the square here in the legend.
02:21If I click it second time, it now selects everything else in the upper group.
02:25So now I can see to that both of these are currently selected and now I could
02:29change my color to something else, maybe like this orange color and let's
02:32actually set the Stroke to None.
02:35Now I haven't ungrouped this graph. I can still modify the data and the color will stay.
02:40So for example, maybe I want to change the color of the Renewables section.
02:44Maybe I want that to be green.
02:45I can again, Opt+Click or Alt+Click on this box right here in the legend,
02:49click again to now select all the other parts in that series, and then choose
02:53some kind of a green color.
02:55I can also set its stroke to None as well.
02:57So I have the ability to modify colors very easily just like I would any other
03:01object inside of Illustrator.
03:03If I want to change the text for example, I'll hold down the Option key and
03:06select the word Nuclear, but then I will basically click on it again and now you
03:11can see that all the other text elements, all the labels that appear for this
03:15legend right here becomes selected.
03:17So now I can change this to for example, maybe Chaparral Pro and change the point
03:23size to maybe 18, and maybe change the Fill Color of that to something, maybe a dark blue or purple.
03:29So you do have a tremendous amount of creative freedom when working with graphs
03:34inside of Illustrator. But let's actually go into the Graph Settings themselves
03:37and see how we can make some other adjustments.
03:39I am going to use my Selection tool and I am going to select the entire graph.
03:44Next, I am going to go up to Object menu. I am going to scroll down to where it
03:48says Graph and I am going to choose this option here called Type.
03:52This brings up a dialog box and, as I had mentioned previously, unfortunately
03:55there's no preview button here inside of this dialog, so it's just not as easy
03:59to experiment with these.
04:00Now first of all, right off the bat, you can see that I have an option for all
04:04the different types of graphs.
04:06So if I wanted to actually view this information or this data as a pie chart
04:10instead of as a column chart, I can simply click on the Pie Chart right here and click OK.
04:15Notice by the way, that the colors and the typefaces that I have chosen, that
04:19still stays the same, but I've now visualize this data using a different chart type.
04:23Let me go back over here to Object>Graph>Type.
04:27Again, remember I have to keep going back to this dialog box. You
04:31may find it useful, if you do this kind of work a lot, to assign a custom
04:35keyboard shortcut to the Graph Type command. That way you can very easily
04:39bring this dialog box back up.
04:41Let's switch back here to the Column Chart. You'll see that I have here some
04:44options where it says Style.
04:46I can Add a Drop Shadow, which by the way I will tell you doesn't really help at all.
04:50It's not a real soft drop shadow that you might be used to seeing inside of
04:54Illustrator. This feature was added way before Illustrator had the ability to
04:57create those nice soft drop shadows.
04:59So you may find it more useful simply that when you're done creating a chart to
05:03apply the regular drop shadow effect that you may be used to.
05:06However, I do have the ability to add a Legend Across the Top.
05:10If I do that you will see the legend now appears across the top of my chart not along the side.
05:15Once again, I am going to go back to the Object menu, choose Graph>Type.
05:20You'll see that over here where it says Value Axis, which you remember is this
05:24axis over here, currently appears on the left side, but I can choose to have
05:28Illustrator display it on either the right side or even on both sides.
05:32Now let me actually go over here to the top where we see this setting here called Graph Options.
05:37If I click on that I can see that I have the ability to specify individual
05:41settings for the Value Axis, which again is this axis right here, or the Category Axis,
05:47which is the one that appears across the bottom.
05:50Let's start by first focusing on the Value Axis.
05:53Notice over here where it says Tick Marks. Right now the Length is set to Short,
05:57and that's what these little lines here represent.
06:00I can turn them off so that they don't appear at all, or I can choose Full Width.
06:05Full Width will actually extend these lines all the way across the chart.
06:09I also have the ability to Add Labels, and I have something called the Prefix and a Suffix.
06:14Let's say for example, these values represent something like money.
06:18I could set a prefix that has maybe a dollar sign, and if I were to go ahead
06:22now and choose OK, I can see now that a $ sign has been added in front of all these values.
06:28Maybe these numbers represent a percentage.
06:30Well, I can again go back to the Object menu, choose Graph>Type, go back to
06:37Value Axis and get rid of the Prefix but add a Suffix of a % sign.
06:43Now when I click OK, I'll see that a % sign is added towards the end of the value.
06:48Of course, you could have both a prefix and a suffix as well.
06:52And a suffix doesn't have to be a single character, for example, if each of these
06:56represented millions of dollars I could have a prefix of a dollar sign and then
07:00I could have a suffix of actual word 'million.'
07:03You can also see how the tick marks now extend all the way across the chart.
07:07Let's go back because I want to show you one other setting.
07:10I am going to go to Object>Graph and then choose Type.
07:13Notice over here where it says Options, I have something here called a Column
07:16Width and a Cluster Width.
07:18I can modify these values to control how much space each of these columns actually take up.
07:23For example, if I set my Column Width to 50% I can click OK and I have much narrower columns.
07:30Just be aware that you are not limited to only going to 100% for these columns.
07:34So for example, if I go back to Object>Graph>Type, I can choose a Column
07:40Width of 150% and click OK. And now I can see that they actually overlap.
07:45It's this setting specifically, while when I go to the Object menu and choose
07:50Graph>Type that I also have a setting for First Row in Front and First Column
07:54in Front because that will allow me to specify which of these columns should be
07:59displayed in front or behind each other when they overlap.
08:02By the way, the same settings that we have been working for the Value Axis also apply to the Category Axis.
08:08Now there is one other setting here, if I go back to the Value Axis, which is something called Tick Values.
08:14This is actually a very important setting when working with graphs, especially
08:18when working with multiple graphs.
08:19In fact, I feel that it's so important it warrants its own movie talking about it.
08:24So for now, I am going to click on the Cancel button and we are done with talking
08:29about how we might modify some of the settings for graph elements inside of Illustrator.
08:33In the next movie we are going to focus on exactly what the Tick Values actually do to a chart in Illustrator.
Collapse this transcript
Defining the value scale for a chart
00:00Okay, so in this movie I want to focus on a very specific setting that applies
00:05to working with charts and graphs inside of Illustrator, and that's defining the
00:09scale for the Value Axis.
00:11So let's actually start by creating a brand-new document here, Cmd+N for New Document.
00:16I use Letter, set to Inches, and again Wide here just to make it easy to format at the screen.
00:21I am going to go ahead now and create a chart.
00:23Let's go over here to select the Column Graph tool. I am simply going to go
00:27ahead now, just click anywhere in the screen here and let's actually set a Width
00:30of 2 inches and a Height of 2 inches and then I am going to click OK.
00:35So really kind of a small chart here, but remember that the actual bounding
00:39area that I define for my chart refers to where those values are actually
00:44plotted; it doesn't include the Value Axis, the Category Axis or the Legend and so on and so forth.
00:49But I am just going to punch in some pretty simple numbers right here.
00:52Maybe we will do something like 10, Tab, 30 and let's go down to 20, and then
00:59let's go to 50, then let's go to 40 and then let's go to 100.
01:03So I am just going to resize this Graph window a little bit so you can see the
01:05values that we're dealing with here. Pretty straightforward.
01:09I am actually going to get rid of the decimals here, so let's click on this
01:11button for Cell Style, change the Number of decimal digits to 0, click OK.
01:16So I'm basically working with very simple numbers here 10, 30, 20, 50, 40 and 100.
01:21Now I am going to go ahead and click to apply those.
01:24Now I actually want to see this chart formatted as a line chart, not as a column chart.
01:29So let me close the Data window here. Go to the Object menu, choose Graph,
01:34choose Type and change it to a Line Chart, now I am going to click OK.
01:39Now because of the way that I've currently formatted the data here,
01:43it's showing the series in this visualization format, but I really want to see it charted as a line.
01:49So let's switch back here to my regular Selection tool, choose Object>Graph>Data,
01:55Transpose my data and choose to Apply it and now I see this plotted as a line on my chart.
02:01Let me actually move this over here to the side and I will zoom in just a little
02:06bit here, let me close the window.
02:08Let's choose Save to make sure that the data gets applied correctly.
02:11Let me zoom in a little bit closer here on this chart.
02:14So it's pretty straightforward here. I have things that currently go from 0% to 100%
02:18and that's because of some of the settings that I already have, which have
02:22been assigned to this chart. So let's change some of its settings.
02:25Let's go to the Object menu, let's choose Graph and then I am going to choose
02:29Type and then at the top here where it says Graph Options, I am going to choose
02:35Value Axis. You can see that over here I have a Suffix which is the % sign.
02:38Let's actually delete that.
02:40We'll actually leave the Tick Marks set to Full Width because that let's us
02:44actually see where these values are actually being plotted.
02:48If we click OK for a moment here, I can now see the values that appear along
02:53the Value Axis; it goes from 0 all the way to 100 and Illustrator breaks it down into six steps.
03:00So basically I see it in increments of 20.
03:03Now I didn't specify that. That's something that Illustrator just chose on its
03:07own based on the numbers that I'm currently using in my chart. So let me explain.
03:11Let's kind of move this over to the side just a little bit here, and let's go back to the data of my chart.
03:17I am going to go to Object>Graph>Data.
03:20So I have here this window. I currently have values that go from 10 to 30 to 20 to 50 to 40, 100.
03:27That's basically what I'm seeing here; 10, up to 30 back down to 20, up to 50,
03:35down to 40 and then all the way up to 100.
03:37So Illustrator has seen those values and has decided to break it up into six parts,
03:42starting at zero and then going all the way to 100.
03:46But if I were to say you know what, maybe the top value is not 100,
03:50but the top value is maybe 150.
03:53I will hit the Tab key to accept that value right over here, and then if I
03:57choose to apply that you can see that Illustrator now has adjusted the values in the Value Axis.
04:04My chart itself has stayed in a 2 inch by 2 inch square but Illustrator has
04:09changed what those numbers actually represent.
04:12It did so because it needed to keep this number here within the bounds of my charts.
04:17So basically everything had to kind of be squeezed within that specific area.
04:21Let's change this back to 100 for a moment here; highlight the field, type in 100
04:26and hit Tab and then choose to apply that value.
04:29You can now see that Illustrator updated this.
04:32Let's say I want this value to actually extend beyond the edge of this chart.
04:37What I can do is I can specify exactly how Illustrator should determine what these values are.
04:43So for example, if this number here were 125, I will hit the Tab key and apply
04:48that value, but I still want the values to be from 0 to 100.
04:52What I'm going to do now is close the Data Window, go to Object>Graph>Type,
04:59I am going to switch over here from Graph Options to Value Axis so that now
05:03I can focus on changing these settings.
05:05I'm going to override the calculated values.
05:09You see Illustrator determined what these are by itself, but I'm now going to override that.
05:14I want the Minimum value to stay at 0, so I want the chart to represent 0 here at the bottom.
05:19But the Maximum should be 100, not 150.
05:24Maybe I only want there to be four divisions, so like every 25 it should
05:28create another tick mark, so I am going to type in four divisions.
05:32Now when I click OK, watch what happens.
05:34Remember that I defined my chart to only be 2 inches by 2 inches square.
05:39That's what this point to this point represents.
05:42Within those 2 inches I've now specified how Illustrator should calculate those values.
05:48I want it to be split into four parts, and I want it to go from 0 to 100.
05:53Now this data point, which happens to have been 125, obviously exceeds the bounds
05:58that I've already defined for that chart, which is why this data point goes outside of that area.
06:03So I have the ability to control the scale that each of my charts are using.
06:08Now I can go both ways here as well. For example maybe I want my chart to start
06:13over here at 25 and I only want it to represent from 25 to 100.
06:18So let's go back to the Object menu, choose Graph and then Type.
06:23Let's view the Value Axis options and set my Minimum value for 25.
06:29I still want there to be four divisions, actually now that I think of it,
06:33let's make it 3 divisions, click OK.
06:36Now you can see that my chart starts plotting things down here outside the
06:40bounds of that graph, because within the bounds of the graph only represent
06:44values that started 25 and go to 100.
06:47This is very helpful when you're actually plotting multiple charts and you are
06:51placing them against each other and you want the scale to be the same.
06:55So in this way you control exactly what the scale is; how many different
06:59subdivisions in the tick marks there are. When you plot the data it will
07:03always be true and representative when you are comparing multiple data points.
07:07So remember, if you don't specify exactly what that scale represents, Illustrator
07:13will just kind of figure it out on its own.
07:15But if you have very specific needs for your chart, remember to go into the
07:19Graph>Type Options dialog box and modify the Tick Values using a Minimum, a Maximum value
07:26and how many divisions you want it to have.
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Defining a design for Illustrator charts
00:00One of the really nice things about working with Illustrator is that it is
00:04possible to modify the appearance of graphs and charts without having to ungroup
00:08them, or breaking them apart.
00:10Now we've already seen that you have the ability to change colors of bars and
00:14lines for example, but Illustrator also has a feature called Graph Design that
00:20allows you to take a certain part of a graph, and replace it with a graphic
00:24that's far more complex than what Illustrator uses by default.
00:27So for example, if I take a look at these two charts right here in this file
00:32called to design_01, I have a simple line chart and in each of the data points
00:36are represented by these little rectangles here, and I also have a bar chart, or column chart here.
00:41Again, simple basic rectangles represent the amount of data here.
00:45Now what I can do is define something as a graph design. In doing so, I will have later,
00:52the ability to replace these basic objects like squares and rectangles
00:57with the ones that I define as a design.
00:59Now in this case here say this chart was something about solar energy and this
01:03was something about electricity; I can replace these plain little simple boxes with,
01:08for example, the image of a sun. Or I could take these simple columns here,
01:13and replace them with something that looks like a battery.
01:15We'll also have several options that we can explore within each of the settings so, the
01:20first thing we need to do is actually define a graph design.
01:24So first, let's talk about working with a line chart.
01:27Now yes we know that by default, Illustrator uses these little squares to
01:32represent the data points on that graph.
01:35The official name for these little boxes is something called a marker.
01:39So what I can do is, I can define a graph design and then later I can tell
01:43Illustrator to use that graph design in place of the markers.
01:47We already know that these are called Columns, so later on we will be able to
01:52replace the columns with a specific graph design as well.
01:55So first let's focus on how to actually define a graphic that I want to use as a marker.
02:00I am going to start by switching to my Direct Selection tool and I'm going to
02:04Option+ or Alt+Click on one of these little squares.
02:07I am going to copy it and paste it over here.
02:09Let me move it right down about over here.
02:11The reason why I'm doing this is because Illustrator internally will always use
02:16that little rectangle, or that little square as the marker.
02:19But what I can do is I can create a piece of artwork that will appear on top of that.
02:24This marker will always appear at this size.
02:26So whatever size that I use for my artwork simply needs to be in proportion to that square.
02:32So for example, if I were to take the sun as it is right now, you can see it's
02:36much larger than this box, which means that when I use it as a marker I am going
02:41to get a really large graphic.
02:42I don't really want to be that big, so I am going to select the sun graphic
02:47right here, and I'm simply going to resize it to be a little smaller, say about that big.
02:52Next, I am going to take this rectangle right here and select it, and I need to
02:57fill it with None, and I need to set it Strokes to None as well.
03:01If you've ever worked with defining a pattern inside of Illustrator you know
03:05that the back most object of repeat is usually a no fill, no stroke rectangle.
03:09So now that I have that rectangle with no fill and no stroke created, I am also
03:14going to hold down the Shift key and select the sun graphic.
03:17So now both of these are selected, and I also want to go ahead and center them
03:21both upon each other.
03:22So I am going to click a second time on the Sun, that's going to define this
03:26sun as a key object meaning the sun won't move, but just this square is going to
03:31move to the center of the sun here.
03:33I will go to the Align panel, and I'll choose Horizontal Align Center and also Vertical Align Center.
03:38Now I am going to zoom in a lot closer here and I am going to click on the sun
03:43because I want to make sure that the sun is going to be at the top of my
03:46stacking order. Remember that rectangle that I created there that has no fill
03:49and no stroke has to be the bottom-most object in my selection.
03:52So I'm going to go to the Object menu, I am going to choose Arrange, and then I am
03:56going to choose Bring to Front, okay.
03:59I'm now going to go ahead and marquee select both of these objects.
04:01You can see here that the no fill, no stroke rectangle is selected, and it is indeed behind the sun.
04:07Now I'm going to go to the Object menu, scroll down to where it says Graph, and
04:12I am going to choose a Design, because I want to now define this as a design.
04:16I am going to choose to create a New Design and now I am going to Rename it and
04:20I am going to call this one Marker-Sun. I am going to click OK. So now if I
04:25click OK, I've successfully defined that design.
04:29Let's zoom out here and let's focus now on the column.
04:33So I want to define this piece of artwork as a design that I can use for a column.
04:38Now before I do that, I just want to point out that there are several ways to make a column work.
04:43In the chart, let's say I want to replace these graphics here these regular plain
04:47boxes, or rectangles with the battery.
04:49Well, how is that going to happen?
04:51I can set it so that the battery simply repeats itself multiple times.
04:55So for example, I am just going to take this and just create a copy of it. And I
05:00may have multiple batteries stacked on top of each other to indicate how high
05:04each of these columns are. But I am going to press Undo here for a second,
05:07Cmd+Z or Ctrl+Z because there also is a way for you to create something
05:11called a sliding graph design
05:13Basically I can indicate to Illustrator where I want this piece of graphic to
05:18actually stretch and that way it'll stretch without kind of adjusting, or
05:23changing the proportions of this piece of artwork.
05:26Because I don't want to actually take this piece of artwork and simply stretch it
05:29so that everything looks distorted. That would be bad. But I could determine a
05:33certain area where Illustrator should basically expand or kind of stretch the design.
05:38So the way that I do that is I actually create a line which I turned into a guide.
05:43So I am going to take my regular Line tool here and I am going to start let
05:48say right about over here click and drag with the Shift key to right about over here.
05:52So I've created a line and it's right here kind of towards the bottom part of
05:55the graphic, and I am going to press Cmd+5 or Ctrl+5, which is the keyboard
06:00shortcut to turn artwork into a guide.
06:02If I deselect it right now you'll see that I've now created that guide.
06:06Now you'll also have to make sure when we are about to define this as a design that I
06:11need to make sure that my guides are not locked. I can do that by just
06:14right-clicking on a blank area and making sure that Lock Guides is not checked.
06:18Alternatively, you can go to the View menu, go down to where it says Guides and
06:22again, make sure that Lock Guides is not checked.
06:25Now what I can do is and select this piece of artwork, and I can go up to
06:29the Object menu, go back to Graph, and then Design and choose to Define a New Design.
06:36I am going to Rename it, and I'll call this Column - Battery.
06:41Now I am going to click OK, and then once again click OK. I've been able to
06:46successfully now define two graph designs inside this document; one for the sun
06:52which I am going to use as a marker; one for the battery, which I am going to
06:55use as a column design.
06:57I am going to go ahead now and save this document I am going to choose
07:00File>Save As and I'll call this one design_02, click Save, and then click OK.
07:05And in the next movie we're actually going to apply these designs to the graphs
07:09that appear in this document.
Collapse this transcript
Applying a chart design to a column
00:00Okay, so in this movie we are going to take the battery that we've already
00:04defined as a design and we are going to use it to take the place of these
00:09columns in this chart right here.
00:10I am going to start by just selecting the chart itself and I am going to go to
00:15the Object menu. I am going to scroll down to where it says Graph and then
00:20I'm going to choose Column.
00:21I am not going to choose Design, because we used that option to define the
00:24artwork that we want to use for a design. But we use the Column setting here to
00:29apply that design to a column inside of my chart.
00:32So I am going to choose Column, I am going to scroll over here to decide.
00:36Unfortunately there's no preview setting here but I'm going to choose
00:39Column - Battery that's what we defined before.
00:42Now you can see for Column type, I have different options. Vertically scaled
00:46will simply stretch the artwork, which I don't want to do.
00:49But if I click on this pop-up here, I can choose Repeating, which means the
00:53battery will just repeat itself over and over again.
00:56But because I did define this artwork with that little guide inside of it, I can
01:00choose to create a Sliding chart.
01:02Now when I click OK, you'll see that the rectangles that I had there before have
01:08now been replaced by batteries, and the batteries are stretching very nicely.
01:12Basically everything that appeared below remains the same on that guide.
01:17Everything above the guide remains the same; and Illustrator is simply repeated
01:21that one area where the guide is and stretched that one area.
01:24That's really how easy it is to define a column design and apply it to a chart inside of Illustrator.
01:31Now what about the marker? Well we will do that in the next movie. Before we do
01:36that, let's just save our progress. I am going to the File menu I will choose
01:39Save As, let's change the name of this file to design_03, click Save, click OK.
01:46In the next movie we will work with the sun.
Collapse this transcript
Applying a chart design to a marker
00:00In the previous movie we took a battery design that we've created, and we used it
00:04to replace the columns in a Column chart.
00:07Now let's take a look at a line chart where we already know that these little
00:10squares are called markers.
00:12But we've already defined another design, which actually shows the image of a sun,
00:16and we want to use that sun graphic instead of these little squares here for the markers.
00:21So to do that I am going to a select this graph right here, I am going to go to
00:26the Object menu, scroll down to where it says Graph and now I am going to choose
00:30Marker, because I want to apply a marker to this graph.
00:33In order for me to do this, just remember that I must have first defined my
00:37design using the Design Setting.
00:40So I am going to click on Marker, now I am going to choose Marker - Sun, and
00:44click OK, and now you can see that wherever those data points are, the sun now appears.
00:49By the way just so you are aware, if you have several different data series
00:53inside of a chart, you may want to have one graphic as a marker for one data series,
00:57but a different graphic or a different design applied as markers for another data series.
01:02If you're working with that you can't just select the entire graph, because
01:06Illustrator won't know, which data series to apply that marker to.
01:10So what you end up doing is switching to your Direct Selection tool, and then
01:15simply clicking with the Option or Alt key down to basically select that entire series.
01:21All you're basically doing is selecting all the squares or rectangles for just
01:25one data series, and then you would choose the same options, go to the Object menu,
01:28go to Graph, and then choose Marker, and then when you do that the
01:34Marker that you define will only be applied to the specific data series that you have selected.
01:39So you can see how easy it is to modify the appearance of graphs and charts inside of Illustrator.
01:45I am going to go to the File menu here, and choose Save As; let's call this one design_04.
01:51Go ahead and click OK.
01:53The beautiful thing about working this way is that I didn't have to ungroup the graphs.
01:58That means that each of these graphs are connected to live data.
02:02Should I ever modify that data, for example, replace the data with something else, or
02:06copy and paste new information from Excel into Illustrator,
02:10the graph will simply update to reflect those changes.
Collapse this transcript
Adding numeric values with column designs
00:00So we've modified our graph designs here. We've done some pretty cool stuff
00:04using something called a Marker and something called a Column.
00:07However, there is one thing missing here, which you may kind of be familiar with
00:11when using a program like Excel for example.
00:13Which is that right now, if I look at this chart for example, take a look at all
00:17of these columns, I don't know what the actual value of each of this are.
00:21Now of course, what I could do is I could take my Type tool and I could manually
00:25enter the values here, but that also means that every time I change my data,
00:29I'm going to have to manually adjust those values as well.
00:31Isn't there some kind of way where I can get Illustrator to display the values,
00:35kind of at the top or somewhere on this chart?
00:38The answer is you can, but it's kind of the hack.
00:41It's a feature that's buried deep inside of Illustrator and the actual way that
00:45you implement it doesn't really make that much sense.
00:47But bear with me on this one.
00:49I think you'll find that it'll be well worth it.
00:51Basically we're going to do is we're going to redefine a new graph design for use with the columns.
00:58We're going to keep the same battery design, but we're just going to modify it in one way.
01:02I'm going to come over here to my Tools panel and I am going to choose my Type tool
01:06and I'm going to click over here and I'm going to type in a very special code,
01:10which is a % sign, followed by 00.
01:14I'll explain that in just a moment, but I first want to style it, so I'm going to
01:17switch to my Selection tool. I want to align it centered, I'm going to the
01:22Character panel here and choose Chaparral Pro, and let's make it Bold and maybe
01:27make the point size maybe 16 points. That looks pretty good.
01:31I'm now going to take this and drag it here, so that it kind of snaps at the center.
01:36I want it to be just kind of right above the guide that we created.
01:40You can't really see black on the black background, so let's change this color to something like yellow.
01:46So now I have that value there.
01:48First of all what did we just do?
01:50Well, the % sign is a special code that tells Illustrator if there is some text
01:55inside of a graph design, and if it starts with a % sign, that means display the
02:00actual value of that particular data series within the graphic.
02:05The first zero that appears there indicates the Illustrator how many characters
02:09or how many numbers you want to appear before the decimal point.
02:12The second zero tells Illustrator how many numbers you want to appear after the decimal point.
02:17So for example, if I go to type in %11, Illustrator will use the value, but
02:23it will only display one number before the decimal point and one number after the decimal point.
02:28The zero was a special character. That tells Illustrator 'display as many
02:32characters as you need to show the entire value.'
02:35So for the most part you are usually going to go ahead and choose % sign and 00.
02:40Now the truth is I can place this anywhere that I want.
02:43If I want the number of this data point to appear on top of the battery,
02:48I'm going to position my text right above it and in this case it probably would
02:51color it black or something else that's more visible.
02:54I'm going to press undo, because I really want the value to appear inside the top part of the battery.
02:59Now I'm going to select all this; now basically I'm selecting the battery
03:03artwork, the guide which defines where the sliding area is and also the text.
03:09Now I'm going to the Object menu. I'm going to choose Graph, and then I'm going
03:14to choose Design, because I wanted to define this as a design. Let's create a New
03:18Design I'm going to Rename it, I'm going to call it Column - Battery with Number,
03:26click OK and then click OK again.
03:29Now let's use this Graph Design for this chart.
03:32I'm going to go ahead now and select the chart itself I'm going to go up to the
03:36Object menu, scroll down to where it says Graph, I'm now going to choose Column,
03:40because I now want to change the Column inside of this graph.
03:44I'm going to choose Column - Battery with Number, make sure Column Type is set
03:48to Sliding, and then I'm going to click OK.
03:51Now you can see that at the top of the battery here, the value for each of
03:56those individual data series now appear inside the artwork.
04:00So now you know the secret; basically the secret code.
04:03Inside of your Graph Design just put a live text object, position it or style it
04:08however you like, just to make sure it has %00 in it and Illustrator will swap
04:13out that special code for the actual value used in that graph.
04:17Just to show you, if I take this chart right now and I choose Object, and then I
04:21choose Graph>Data; let's go head and change some of the data here.
04:26For example, instead of 45, let's make this one 60, click Apply, and now you can
04:31see that the 45 has changed to a 60 here, inside the chart.
04:35It's a powerful way for creating stylized charts and graphs here inside of
04:40Illustrator, and now you know exactly how to do it.
Collapse this transcript
Designing your own chart
00:00As you know, Illustrator has a variety of different types of Graph tools, things
00:05for making like pie charts and column charts. But what if you want to create
00:08something that Illustrator doesn't have?
00:10Keep in mind that you always have the power to create anything that you want.
00:14You can use the basic tools that Illustrator has to create something far more sophisticated.
00:19Take this for example. I'm going to create a New Document, click OK. This really doesn't make a
00:24difference what size it is. I'm going to start by creating maybe a pie chart here.
00:27So let me select my Line Graph tool. Remember I can actually create just
00:31about any type of chart from anything, so it doesn't make a difference which one I choose.
00:35But I normally create a pie chart, so let's choose Pie Graph here.
00:39Let me click once and maybe make it 3 x 3, click OK. I'll import some data here.
00:45From my exercise files in Chapter 3, I'm going to choose this
00:49US_Energy_Production-2011 and click Open. Let me apply that and now I have this here.
00:56Let me close this for a moment.
00:58Let's say I want to create a doughnut chart and not a pie chart.
01:02Illustrator doesn't have a doughnut chart tool, but if you think about it,
01:05all a doughnut chart is, is a pie chart without the middle.
01:08In other words, I can simply take this and ungroup it. Cmd+Shift+G or
01:12Ctrl+Shift+G allows me to ungroup something; so I'll go ahead and I'll ungroup it.
01:17Let me get rid of the Legend that I have here.
01:19I use my Direct Selection tool and just simply select all those and delete it.
01:23Next, I'm going to take a simple Ellipse tool, start from the center and
01:28Opt+Shift+Drag outwards.
01:31Now I'll take both of these elements, and I'll press Shift+M for my Shape
01:36Builder tool and I'll Opt+Click+Drag on these middle areas to remove them.
01:42So now I've created my doughnut chart.
01:45I started with a simple pie chart and ended up with the effect that I was looking for.
01:49What about if you want to create something like a custom shape?
01:52Well how about this? Let me delete this for a moment.
01:55Let me create like a Polygon shape.
01:57I'll choose the Polygon tool and I'll click and drag, and let's say I want to use a triangle.
02:02I'm going to tap the down arrow on my keyboard while my mouse button is still down.
02:06And that allows me to create a triangle.
02:08I'll hold down the Shift key and that will give me a nice straight triangle
02:12right here, and I want to split this up proportionately according to the data
02:16that I might have inside of a graph.
02:18So I'm going to start by creating a graph. In this case I'll use a Stacked Bar
02:23Graph tool, and I'll click once. Again, it doesn't really make a difference
02:27what size I am dealing with here, but I'll choose a Width of 3 inches and maybe a Height of 2 inches.
02:33Once again, I'll import the same data as before, that
02:35US_Energy_Production_2011 data.
02:39Let's go ahead now and map that. You can see that basically this is now
02:43showing 100% split up proportionally into the areas based on my data.
02:48So I can now take this and use it the way that I want to.
02:51I'm simply going to go head now and ungroup this, choose Object>Ungroup, click Yes.
02:57I use my Direct Selection tool to basically take just this part of the data which I want.
03:03I'm going to hold down my Option key here, and I'm going to basically hold down
03:07my Shift key and drag across all these. So right now I'm holding that
03:11Opt+Shift or Alt+Shift. That selects these. I'm going to press Cmd+X to
03:15put them on my clipboard.
03:16Now I am going to delete everything else here, and then paste this back again.
03:22I can stretch this anyway that I want to. It's always going to be in
03:25proportion to what I created.
03:27I really just want to do this to get an idea about how I should split up my
03:30triangle. So I'm going to resize is to match the width of my triangle and then
03:35I can press Cmd+R or Ctrl+R to show my Rulers. Then I could drag Guides
03:40out that will, again, snapped to the boundaries of each of the steps inside of this chart.
03:45Well, it's actually no longer chart anymore.
03:48But in doing so, I can now actually see how I can split up or basically break
03:54apart my triangle to match the proportions of the data that was in my chart.
03:59So as you can see, Illustrator just simply as a Graphic Design tool has this
04:03incredibly powerful graph feature.
04:05But you don't have to feel pressure that you have to actually wrangle with the
04:08graph feature itself. You can use it to create some very basic artwork and then
04:12simply use it to generate your own artwork to your own specifications.
04:17Let your creativity run wild. Don't try to force the Graph tool to do
04:21everything. Rather, use it for your own evil purposes and create the most
04:26beautiful graphics that you always knew that you are capable of, here inside of Illustrator.
Collapse this transcript
4. Project: Create an Infographic
The data, the story, and the sketch
00:00So for the project for this course I thought it will be fun to put together an
00:04infographic about Renewable Energy. It's a pretty hot topic these days.
00:08I also thought it will be easy to find information about Renewable Energy, all over the Internet.
00:13So together we're are going to create this really cool infographic here that has
00:17many different data charts and interesting facts about renewable energy.
00:20There are even some layers here inside of Acrobat that let you interact
00:24with that data so you could actually turn on and actually view different elements here of these graphs.
00:30Now we're going to build this together, but of course I want to take you way
00:34back to the beginning, where I first started with this.
00:37Can I give you little bit of insight into my thought process behind this, and
00:41the steps that I took to get to this stage.
00:43So I'm actually going to start off here going to Microsoft Word.
00:46What I first did was I started ask myself some questions.
00:49Just opened up a Word document and started typing out questions, anything that popped into my mind.
00:54Things like, which countries are using renewable energy?
00:56How does renewable energy compare to other sources of energy?
00:59I wanted to know; are there certain types of renewable energy that are more popular than others?
01:04Now it's true that the list of my questions was actually a lot longer than this.
01:07But as I was asking more and more of these questions, again, not really worried
01:11about what the answers are yet.
01:12It will just give me a better idea of the some kind of focus.
01:16After all renewable energy is just a massive field. I mean, there's so many
01:19different angles, and approaches that you can take to this.
01:22I kind of needed to ground myself, first understanding what direction do I want to go in?
01:25What specific story about renewable energy do I want to tell through my infographic?
01:31Now you notice here at the bottom also, I asked two other questions: What are
01:35some interesting facts about wind energy?
01:37And what are some interesting facts about solar energy?
01:40Now I did not have those questions in my list when I first started.
01:43That's because I didn't even know that wind and solar were different types of renewable energy.
01:48But as I started doing my research and getting some answers, those answers then
01:52spurred additional questions.
01:54For example I started finding out that, hey!
01:56Wind and solar are the fastest-growing types of renewable energy.
02:00So I wanted to find out more about those specific technologies.
02:03So I started going back to my question list and adding some more questions about that.
02:07You know you're doing well when you start asking yourself more questions after
02:11you've already gotten some answers.
02:13So once I've had my list of questions here, I started going out and getting some answers.
02:18Well, how did, I do that?
02:19Well I switch over here to my web browser and I started out with Google.
02:23Just typed in stuff like for example, renewable energy statistics or something.
02:27And you get some information here and you can start to kind of dig through these different articles.
02:32There's an organization called the IEA, which has information about renewable energy.
02:36I've also found that many of the world's largest energy companies also
02:40publish lots of information. For example, I have some information here from BP.
02:44I've also found out that many governments also publish information about renewable energy.
02:49For example, I discovered that there is an organization called the NREL or the
02:53National Renewable Energy Laboratory, which publishes a tremendous amount of
02:57data about renewable energy.
02:59They have many reports and many additional resources available online,
03:04where I could find more information about renewable energy and about specific types of renewable energy.
03:09I found a lot of great information at energy.gov; was able to download some reports;
03:13and find lots of useful data about the infographic that I was trying to create.
03:18And like I said before, I was also able to go to some of the larger energy
03:22companies of the world, like Exxon Mobil, for example. In their Energy and Technology
03:26section they actually have an outlook for energy and predictions about
03:29what's going to happen with energy moving forward.
03:32These are all reports that you can download for free.
03:35You could us these reports and this additional information to start getting answers
03:39to the questions that you've already started asking.
03:42So let's go back to Microsoft Word for a second here. I have another document
03:46here called Answers; this is where I started taking information that I've learned
03:50and bring them into this document.
03:52For example, which countries are using Renewable Energy?
03:55Well I found this chart in one of the different reports that I was able to download
03:58and I simply took a screenshot of it, and just dumped in it to Microsoft Word.
04:02Again that's all I'm really trying to do. I'm trying to bring as much information that I find
04:06and just bring this into context by saying, hey!
04:08That answers the question that I had already asked.
04:12How does renewable energy compare to other energy resources?
04:14I found this great chart in one of the reports.
04:16That just spoke about the breakdown. In fact, when I looked at this I'm like wow,
04:20that's a really interesting data point, like just being able to know
04:24how much of the energy that a certain country produces is actually produced via renewable energy sources.
04:29What I found really interesting about this specific chart, is that it showed me a
04:33breakdown of all of all of the other different types of energy, comparing it to renewable,
04:37but then it took a step further and it broke down how all the
04:41renewable types of energy make up that one number.
04:44As you scroll through rest of this document you'll see that I just started
04:48adding additional information. It wasn't always graphs and charts that I was kind of putting into here.
04:52Sometimes it was just interesting paragraphs or sentences that appeal to me.
04:56For example when I saw this information here, about what the most popular kinds of
05:00renewable energy are, I realized that solar and wind are far more popular than
05:05the others and they are growing the most so I try to dig a little bit deeper
05:10to find out more about these specific types of energy.
05:12If I scroll down a little bit further here, when I was doing some more research
05:16about solar energy, it was interesting to see how much of an increase there
05:20has been inside of solar energy.
05:22But then if I scroll down further here, I found some really interesting information.
05:26For example, even though solar energy is growing at such a high rate, it still
05:30only represents a very, very small part of the electricity that's produced.
05:34On top of that I also found out that, solar energy really isn't that efficient.
05:40With the current technology in place today the solar panels only capture very
05:44small amount of energy that comes from the sun.
05:47These things all kind of come together and help contribute to the story that I want to tell.
05:52I'm already starting to get an idea in my head about what is interesting.
05:56You know, how popular and how important is Renewable Energy and really, how much of
06:00our power that we create comes from renewable energy?
06:03And hey, there are two types of energy that seems to be more popular than others,
06:07solar and wind, somebody focus on telling those stories as well.
06:10So at this point I've asked myself questions. I've done some research.
06:15That research has then triggered more questions. I then answered those as well.
06:20And now really have a solid idea in my head about at least where I want to go;
06:23the direction that I want to go in this case.
06:25So then I started sketching this out. I'll switch back to Acrobat here for a second.
06:30I'll change to a different document called Sketches.
06:33This is kind of where my mind was going when I was putting this together.
06:35I knew that I wanted to have some information, some large information basically
06:38about just the percentage of renewable energy that's being produced inside of
06:43the country, in this case, the United States.
06:45I wanted to focus on solar and on wind.
06:48I thought it was really interesting to provide some details about what
06:52percentage of renewable energy is produced amongst all of other sources of energy.
06:56And then specifically what types of renewable energy within that are
07:00the most popular or at least contribute most to the energy generation in the country.
07:04So you can see that I kind of envision some kind of a bar over here, where we
07:08would highlight the renewable energy part. Then go into detail about that,
07:11and focus on solar and on wind.
07:14I was trying to find different ways to visualize that; maybe I should have the bar
07:17kind of across one across the top.
07:19You know at one point I was thinking about, hey this represents 100% of energy,
07:22maybe I should use a pie chart.
07:24But I though it would be a lot easier to create a bar chart in this way.
07:27I also started getting ideas about how I might want to present solar and wind energy.
07:31This progressed through even another way where I might be able to lead a reader's eye
07:35for information about renewable energy; what percentage it is across other sources of energy;
07:40and more detail about renewable energy itself.
07:43Then I could focus on interesting facts like, for example, how much does it cost
07:47to install solar energy panels in a home?
07:49How does it compare in a chart to wind energy?
07:53My final sketch kind of resulted into something like this where I was going to
07:58focus on basically all the different types of energy; how renewable energy
08:01contributes to all the different energy that's produced;
08:05how other countries are producing energy as well;
08:08and more detailed information about how solar energy works and how wind energy works.
08:14That's what last to this final infographic, one that we are going to build together in the following movies.
Collapse this transcript
Reviewing the infographic document
00:00So the infographic that we're going to create together is all about renewable energy
00:04and it's going to end up looking like this.
00:07Now in the previous movie we've already gone through the most important part,
00:10which is actually developing the story and finding the data that we're going to use
00:16inside of this infographic.
00:17Now what I'd like to focus on are the important parts about building this infographic;
00:21kind of what's different about this than building any other Illustrator document.
00:25You might find it helpful to actually print out this document and use it
00:29as a reference as we're working along. This file is called renewable energy.pdf
00:32If I switch over to Illustrator here I have this document open
00:38called renewable_energy_start.
00:39Now in this document I've already added certain information; either things like
00:44that are in the background that we don't really need to worry about how we
00:47created them because you already know how to do that.
00:50Or I have an added in some other raw information, so don't have to worry
00:54about typing it in later.
00:55Now I want to take you through a few things inside of this document to help set
00:57the stage for the rest of the project. I'm going to go ahead and expand this
01:01dock over here, and let's go to my layers for a moment.
01:04Notice I have already created a layer here called Chart. Inside of that I
01:09have many other different groups that I have created for these different areas.
01:13We're going actually create new content and make sure that they are actually
01:16appearing inside of the groups they belong in.
01:18So I have already started to setup some structure inside of this document.
01:22Of course on your own when you're creating your own infographics, this is
01:25something that you can do much later in the process.
01:27In fact I really kind of built this entire infographic first and then kind of
01:32started creating different groups and layers to see how we want to separate that content.
01:36You'll even notice that inside the Layers panel some of these are actually locked.
01:40That's so that they don't get in our way as we work. For example, things like
01:43in the background, so we don't have to worry about like accidentally selecting
01:47the background then moving it, because I have already locked those elements.
01:50I've also set things like the main header across the top and even some of the
01:54main headlines which we're using in the story. Basically we want to draw the user's
01:58attention to two main things.
02:00First of all, how much energy is actually derived from renewable sources
02:05and then focusing on two main areas inside of renewable energy: both solar energy and wind energy.
02:11I have also already chosen the colors that I want to use inside of this graphic.
02:15You can see that I've organized some color groups inside the Swatches panel.
02:19I created a group called Energy and I've name these swatches Nuclear, Renewable,
02:24Petroleum, Coal and Natural Gas, because those are the different types of energy
02:28that we're going to be displaying inside of this infographic.
02:31I've also created a secondary group here of colors that are focused specifically
02:35on the different types of renewable energy. You can see that these are Wind,
02:38Hydropower, Solar PV (which stands for Photovoltaic), Biomass and Geothermal.
02:43Now I've also created a third set of colors that I'm basically using in my
02:47background or for text and these are just different shades of green I felt well,
02:52renewable energy, let's focus on using some kind of green colors. So I created
02:56one here simply called Base Greens and I basically have a Light Background, a
03:00Dark Background and a really Dark Green.
03:02So throughout the project it's just going to be a lot easier to work with these
03:06colors that I've already created.
03:07Notice by the way, that these colors are also already set as global process colors.
03:11That means now if I double-click on these you can see that the
03:14checkbox here is set to identify this is a global color. I am going to I click Cancel here.
03:20Now of course, one of the benefits of working with global process colors is that
03:24I can modify these colors at anytime and that'll automatically update throughout
03:27my entire documents. But more importantly in this case here, where I really want
03:31to stick with these colors that I'm working with, it'll giving you some more flexibility,
03:34because a global process color allows you to define a tint value for each of those colors.
03:39Now I'm going to have lots of overlapping art work here, so I really don't want
03:42to rely on transparency to make certain colors appear lighter than others.
03:47So I may want to define tint values and that's going to come in handy later on throughout this project.
03:51Now to make things easier as well, I've also define some text styles and
03:55some character styles, so that I can easily set text and have it match and
03:59be consistent throughout the entire document. I'm going to go over here to
04:03the Window menu, I'll scroll down to where it says Type and then I'll choose Character Styles.
04:09Tou can see that I have already set some character styles inside this document;
04:12some that are going to be use for bar charts and some that are going to be use for tables.
04:16So again, this is just going to make it easier for us to quickly format type to look consistent.
04:22Now before we actually get started in adding any additional information to this infographic,
04:26I want to make one pretty clear. My goal here is not for you to
04:30create an exact replica of the infographic that I have gone through the trouble to create.
04:34I really want you to learn through the process;
04:37kind of see the journey that I went through and create your own journey.
04:41You know in the previous movie I spoke about how I was able to take all these
04:44resources that I found on the net to build my story. We can learn together by
04:48creating this infographic, but throughout the process think about how you might
04:52create this infographic. How would you tell your own story?
04:55Learn about the techniques that we're working on this one but apply it to other ones.
04:58In fact, maybe even challenge yourself and when you're done with this
05:02project created entirely new infographic about renewable energy telling your specific story.
05:07I'm saying that now because I really don't want you to get bogged down in details.
05:11You know the goal here is not to completely create a graphic that is like
05:15exactly, precisely the same way that I did.
05:18Even if things are generally the same, you kind of get the point. I want to
05:22take you to the process I went through. I want you to learn from that and then
05:26be able to apply that to your own infographics and your own growth in using Illustrator itself.
05:31So if that sounds good to you, what we're waiting for? Let's get started creating
05:35an infographic about renewable energy.
Collapse this transcript
Adding and customizing a stacked bar chart
00:00If you've been working together with me using exercise files while watching this course,
00:04then now might be a good time to quit and restart Illustrator.
00:09This will actually delete all of Illustrator's graph preferences, because they
00:14don't keep each time you restart Illustrator and that way it's less likely that
00:18you run into problems as you follow through the rest of this chapter.
00:21Okay we are going to begin this project by creating the chart that appears at
00:26the very top of this infographic.
00:27Now I am going to switch over to Acrobat here because we are going to take a
00:30look at the finished product. We are going to see what it is that we are
00:33going to create; that is this chart that appears here across the top
00:37that shows the different percentages that make up 100% of the energy generation in the United States.
00:44Now it's split between these five different types of energy: NUCLEAR, RENEWABLES,
00:50PETROLEUM, COAL and NATURAL GAS.
00:51We are also going to add these really cool icons in the middle, which we'll
00:55create from scratch together. We'll style this that it looks just like this,
00:58but the first step is to actually bring this data into Illustrator.
01:02So I am going to switch back to Illustrator here and actually before I do anything
01:05I want to save my own version of this document.
01:07So I am going to go to the File menu, I am going to choose Save As and I am
01:11going to go to the Project folder and I am going to rename this file
01:14renewable_energy, let's get rid of the word start and let's change it to _01.ai.
01:19Now I want to save this as a native Illustrator file. When I save this, where
01:23it says over the here in the Options to create a PDF compatible file I'm going to uncheck that option.
01:29Now let's understand why I am doing that.
01:32Normally when you save an Illustrator document, Illustrator saves its own
01:35native information, which is required when you want to open up that file back
01:39inside of Illustrator again.
01:40But it also creates a PDF compatible version of that file;
01:43basically it just creates a PDF that it embeds into that document.
01:47This allows for several things.
01:49First of all, if I just save my native.ai file and I open it up inside of Acrobat,
01:54I'll be able to view that file inside of Acrobat because Acrobat will
01:57see that PDF file that's inside the file.
01:59More importantly, if I'm taking my graphic and I want to place it into another
02:03application like maybe InDesign, InDesign doesn't know how to read Illustrator's
02:07native data, but it does know how to obviously display a PDF.
02:10So when I take a regular Illustrator file and I save it, I may not be aware, but
02:15Illustrator is putting a PDF document of that artwork into my document, so that
02:18now when I place it into InDesign, InDesign sees that PDF and knows how to display it and print it.
02:24But the truth is that when I'm working on an infographic, my intention is not to
02:27bring this into InDesign at all. My intention is to work with it completely
02:30inside of Illustrator. I am never really worried about bringing this into another application.
02:34So by unchecking this I am doing two things.
02:37First of all, I'm reducing the size of my actual file size.
02:40If you think about it, Illustrator's native data takes up a certain amount of space
02:44and creating a full PDF version of that also takes up a significant amount of space,
02:48I would say it's probably almost half.
02:51So by un-checking this option I am now reducing my file size almost in half.
02:56Now more importantly, it also means that when I save my document,
03:00Illustrator doesn't have to worry about re-creating that PDF file anymore.
03:03So every time that I save my file, my saving will actually take twice as fast.
03:08So when I know I am working on a document that's primarily going to be inside of Illustrator,
03:12I can be safe in turning off this option.
03:15Of course at any time if I decide that I now need to bring this infographic into InDesign,
03:19I could always just open it up inside of Illustrator and then when
03:22I choose Save As, just turn this checkbox back on again and now Illustrator will
03:27rewrite that PDF file into it.
03:29So now with that option unchecked I am going to choose OK, and now it's going to
03:34be easy for me to always just continuously save my documents, so I don't worry
03:37about losing any information as I work.
03:39Now let's zoom in here at the top of the document, I am just going to press
03:42Cmd+spacebar or Ctrl+spacebar. That's going to give me my Zoom tool.
03:46I can now see that I am right now looking very close to this part of my file.
03:50I want to create a chart.
03:52Now according to the sketch that I've created I know that I want to create a stacked bar chart here.
03:57Now the truth is, I could always switch between different types of charts
04:00so this doesn't really make a difference.
04:01But since I know what I'm doing here, I am just going to go over here to my
04:04Graph tool, click and hold, choose the Stacked Bar Graph tool.
04:08Then I'm going to click and drag just to define an area here. I don't need to really worry about how big it is.
04:14We are going to resize all that later; we just want to get this data into Illustrator.
04:18Now I can go one of two ways here, I can either bring some text data into Illustrator
04:23or I can go to Excel and just copy and paste that data.
04:26So throughout this project we'll actually explore two different ways of doing that.
04:30For now I am going to import the data.
04:32So I am going to go to this little button over here inside of the Graph Data Window
04:35called import data; I am going to click on that.
04:37I'll go to my Project folder inside of my exercise files and I'll click on the Data folder.
04:43I have provided all the data in both text-based format and also as a native
04:47Excel document in case you wanted to choose your preference.
04:50I am going to choose here the Text option because when you're placing data into Illustrator,
04:54you cannot place a native Excel document. It has to be either a comma delimited
04:58or a tab delimited text document.
05:01So if I expand my window here, the data that I am looking for right now
05:04is something called US_Energy_Production_2011. I'll click Open and we can now
05:09see that that information has come in.
05:11Now it has two decimal places for this. I really only need one decimal place.
05:15So I can click on this button right here where it says Cell Style and
05:19I could change Number of decimals to 1, click OK and now I see that those zeros have disappeared.
05:24So I have 10.6% for Nuclear, 11.7 for Renewable, 15.4 for Petroleum, 28.4 for Coal and 33.9 for Natural Gas.
05:34If I click the check mark over here to apply those settings, I'll now see that
05:39that one long bar has been split now into these five sections, proportional based
05:43on the values that are here.
05:45This is the beauty of working with Illustrator and with Graphs.
05:47Now if you look over here to the far right of my screen you can see that a
05:50legend has been created that identifies what each of these bars represent.
05:54I am actually going to scroll over here just a little bit so you can see that.
05:58You can see Natural Gas, Coal, for example.
06:01But I don't really need this because I am going to be creating icons and adding some text on my own.
06:05So I can really kind of just focus on what I'm seeing right here.
06:09I don't need to have that information.
06:11Now there are two ways for me to get rid of it.
06:12One way is to just simply ungroup my graph and delete the elements.
06:16But I just want to show you that you can also work with the data itself.
06:19So if I don't include these text-based labels over here for example, Nuclear and
06:24Renewable Energy, then Illustrator does not create a legend for it.
06:28Obviously it can't, because it doesn't know what those numbers actually represent.
06:31Since I already know that and I have the data to work with on my own,
06:34I can simply delete this text from the data window.
06:37Now I could delete it, but then it have an extra space over here, so let me just
06:41show you the easiest way about working in this what I might call a primitive
06:44dialog box inside of Illustrator.
06:46I am simply going to click over here to highlight the 10.6 value.
06:50Then I'll Shift+Click over here at the end to basically select these five different cells.
06:54I'll press Cmd+X or Ctrl+X to cut that data, then I'll simply click once here
06:59to select this cell and I'll hit Cmd+V or Ctrl+V to paste and now that
07:04data replaces what was there before.
07:06So now when I click OK to update this, you can see that that legend on the right side here has disappeared.
07:11So basically now I have the information that I need to work with for this chart.
07:16So let's go ahead now and make some modifications to it.
07:18I can close my data window. I'm going to switch to my Selection tool and the
07:23first thing that I want to do in this case is I want to ungroup my graph.
07:25I no longer need access to the data itself. I want to start kind of taking what
07:30Illustrator has given me here, and I want to make it format or fit within the design that I intend it to be.
07:35So I am going to start by choosing Object>Ungroup.
07:39Now Illustrator is going to give me a warning. It's going to tell me, by the way,
07:41as soon as you ungroup this, I won't be able to modify that data anymore and that's okay.
07:46So I am going to click Yes in this case, and now it's simply a group.
07:49Now what I'm going to do is I am going to double-click on this group to isolate it.
07:53Now I'm basically inside the group, or more specifically, I have isolated this group
07:57from anything else in my document.
07:58So like, you can see that everything else is kind of faded back.
08:01I can't select anything else. Even if it were unlocked I would not be able to select it
08:05because right now Illustrator only lets me work with the elements that are here inside this group.
08:09I just wanted to show you that inside this group there are other elements here as well.
08:15I can click and drag to select all of these elements here and I am going to
08:19hit Cmd+X to cut it to basically to my pasteboard. Now I am going to double-click again
08:23so that I am out of isolation but I've just clicked on any area outside that.
08:27Now I am now going to click on these elements here to delete them.
08:30I don't need all these elements at all, you know the value axis and the category axis,
08:35because again I'm completely customizing this chart.
08:37Now I'll press Cmd+V or Ctrl+V to paste these elements here before.
08:41Now let's go ahead and start styling this and getting it to fit into the way that I want it to appear.
08:46Well first of all I don't want a stroke weight on any these things, so let's get rid of the stroke on it.
08:50So I am simply going to go ahead now to the top here of my Control panel
08:54and I am going to choose None for the Stroke Weight. So now I'd have no stroke applied to this at all.
08:59I can go ahead and deselect that and you can see now the strokes have disappeared.
09:02Now I do want to change the actual size of this.
09:05Now if I click on one of these right here, it doesn't make a difference since
09:08this is all a group it all now becomes selected.
09:11Here is the beauty about working inside of Illustrator,
09:14because I can start to use these mathematical settings to position this and size it just the way that I want.
09:20Now first of all, I want this centered right here on my screen.
09:24So I am going to click on this icon right here inside of my Control panel called Align to Selection,
09:28but it's really an icon that lets me choose what I want this to be aligned to.
09:32You can see that right now if I click on this little arrow, Align to Selection is currently selected.
09:37But I want to change it to Align to Artboard.
09:39When I do that, Illustrator does something very interesting.
09:41It figures, hey, if you want to align something to the Artboard maybe you now want to align that art.
09:46So I now see all the align settings appear inside the Control panel.
09:50They were hidden before, but now they become visible.
09:53If I click on the Center button right here, Horizontal Align Center,
09:56Illustrator is now going to align that group to the center of my Artboard.
10:01Now I also want to adjust the size of this. So I am going to click on the Transform option over here.
10:07I am going to make sure that the Proxy button here is set in the center, what we call the reference point.
10:11That means that if I make any changes to my artwork, they're all going to happen from that origin point.
10:18So since I have centered this in my page and since I now have my reference point set to the center,
10:22any adjustments I make are going to happen from the center of this group.
10:25Now I want to make modifications now to the actual Width and Height of this.
10:30So right now the Width is a little bit more than 10 and a quarter,
10:32but I want this to be exactly 10 and a quarter, because that's actually going to match
10:36the width of this bar right here.
10:38So where it says Width I am going to type in 10.25 and hit the Enter key.
10:43That's now going to accept that value and it's now exactly the same width as that green bar.
10:48Now I also want to modify the height of this. So once again I click on Transform.
10:52Where it says Height, I'll change this to 1.25 or one and a quarter inches.
10:57I could press Enter to accept that and now I am starting to really see this bar
11:02turn into more of a graphical chart that I am going to create.
11:06I am going to take this right now and just simply click and drag holding the Shift key.
11:10You can see because I have my Smart Guides turned on it's going to snap right here to that green spot.
11:15Let me go head now and deselect this. What I've been able to do now is use
11:19Illustrator's Graph tool to simply create an object in the correct proportions
11:24for me to show the percentage of each of these different energies as they contribute to the whole.
11:28Now I am going to switch to my Direct Selection tool because I want to start adding some colors here.
11:33The first one here was this value that I have used for Nuclear Energy.
11:36By the way, even though I have now ungrouped this graph, remember I still
11:40always have access to the original data that I've been working with.
11:43So I am actually going to switch over to Excel for a second here, because this
11:46is the Excel version of that data that I had.
11:49I could always come back and reference this so I can make sure okay these are what those values were.
11:54If you don't have Excel available you can always use the text-based version that I have provided as well.
11:58So let's go back into Illustrator. The first one is Nuclear and I've already
12:01created different colors for these different types of energy.
12:05So I'm going to choose the swatch here called Nuclear for this color.
12:08I'll go ahead and select this one; this is the Renewable Energy one.
12:13This one focuses on Petroleum; this one here is this color for Coal;
12:17the last one is this blue color for Natural Gas.
12:22So now I've gone ahead and I've applied the colors for this.
12:25But I really want to help kind of drive home the fact that I want to be able to make it easy
12:28for people who are looking at this infographic to identify what each of these different parts
12:34of the chart or what each of these colors represent.
12:37Sure I can write the words Nuclear and Renewable and Petroleum for example,
12:43but I also want a graphical way to be able to convey that information.
12:46How about if we create some icons that help us identify what types of energy sources we are talking about here.
12:52Well, that's what we are going to cover in the next movie.
12:54We'll actually create beautiful icons for all of these different five energy sources.
12:58Before we do that however, let's remember to save our document.
13:01So I am going to press Cmd+S or Ctrl+S to save my document and
13:05now I'm ready to create some really cool icons.
Collapse this transcript
Creating simple icons for power sources
00:00Okay. So we want to create these really cool icons that allow people to visually
00:05understand what each part of the graph represents.
00:08So if we take a look again at the PDF document, we can see that for each of the
00:12areas here inside of the chart, Nuclear, Renewable, Petroleum, we've added these
00:16icons here that indicate visually what those items are.
00:20Now there are two ways to get these icons;
00:23one way is to go ahead and get them through some kind of stock art place like
00:26maybe iStockphoto, maybe Thinkstock.
00:29However, these are simple enough to create on your own.
00:32So in this movie, let me show you how.
00:35Let's go back to Illustrator here, and I am working with this document called energy_icons.
00:39The first thing I am going to do is I am going to save a copy of this.
00:43So let's go to the File menu. I am going to choose Save As.
00:46Let's call this energy_icons_01, and I will save this back here into my Project folder.
00:52Now again, when I do this, I can uncheck the Create PDF Compatible File.
00:56That will just make life a little bit easy for me when I am working here because I know
01:00this is going to stay inside of Illustrator.
01:02Now the first thing that I want to make sure that I do is that I create all
01:05these icons in some kind of uniform way.
01:07I want them to all be about the same size, basically have the same visual weight to them.
01:11I also want a really easy way to create them.
01:14So the first thing I am going to start doing is create some guides here inside of this document.
01:19So I currently have my rulers visible on my document. You can press Cmd+R or Ctrl+R to toggle those on and off.
01:25I am going to click over here in the ruler, and drag out a guide.
01:29If you hold down the Shift key, they kind of snap to the tick marks that appear inside of your ruler.
01:33Now this is 5 inches, this would be 5.5 inches, which is the center of an 8.5 x 11 document.
01:40I am also going to go ahead now and click on this ruler, and then drag out a guide.
01:44This doesn't really make any difference where it's going to go.
01:46I will just put it right about over here.
01:48The reason why I've done this is because I want to be able to have some area
01:51that I could always reference as the center of my icon.
01:54So now that I have created both a vertical and a horizontal guide,
01:57I'm always going to have a center mark that I can work with.
02:00Now I want these icons to all be sized basically the same. I am going to choose an arbitrary value, maybe 1.5 inches.
02:07I try to work with something that is just easy to divide into multiple parts,
02:11so that I can work with those icons as I create them.
02:15So I am going to go to my Shape tools here, I am going to choose my Rectangle tool.
02:19I'm simply going to Opt+Click on the center right here.
02:23You can see that I have my Smart Guides turned on. When I move my cursor, you can see that it says Intersect.
02:27That means that right now my cursor is hovering over the intersection of those two guides.
02:31If I hold down the Option key or the Alt key on Windows, and then I click and release the mouse,
02:36the Rectangle dialog box will come up, and it will allow me
02:39to specify a value for how big of a rectangle I want to create.
02:43So I can type-in here 1.5 inches by 1.5 for both the width and the height.
02:47Because I've held down the Option key, Illustrator is going to draw this out from the center.
02:52So now when I click OK, I get a rectangle that's centered exactly on that area.
02:57Now the truth is I don't want this rectangle for drawing purposes.
03:00I just wanted to define an area that I know in my head will be the bounds of all my icons.
03:05So I want to convert this into a guide.
03:08The keyboard shortcut to convert any artwork into a guide inside of Illustrator
03:12is Cmd+5 on the Mac, or Ctrl+5 on Windows. So now that I've done that, I've now created a guide,
03:17if I go to my Arrow tool over here, my Selection tool, I can click and drag,
03:21and I can see that I can no longer select those objects, they're now locked.
03:24You can right-click with your mouse anywhere on the Artboard to bring up this
03:28contextual menu, and you'll see that my guides are currently locked.
03:33This is also a great way to quickly unlock guides and relock them as you are working.
03:36The key to creating these great icons inside of Illustrator
03:41is understanding that you can build these inside of Illustrator rather than trying to draw them.
03:45Of course, you can sit down now, and kind of mess around with the Pen tool,
03:50but these are very basic shapes, and when I look at them, I can easily recognize
03:53primitives like circles and triangles. Or I could kind of break them down into their mathematical parts.
03:59When you do that, you can create graphics very quickly, and very easily.
04:02So let's start over here on the far-left with the nuclear symbol.
04:05I can see two circles and I can see these three different things that appear around the edges.
04:10Really they're just kind of wedges or parts of a circle.
04:14So just by working with some circles inside of Illustrator, I can very easily create that icon.
04:19To put these together, I am going to use a combination of two tools inside of Illustrator;
04:24the primary Shape tools, which are these over here, and they may be a combination of
04:28rectangle tools, ellipse tools and polygon tools for example.
04:32And then, there is the Shape Builder tool.
04:34The Shape Builder tool kind of replaces the Pathfinder command, and it will allow me
04:38to very quickly combine and subtract multiple shapes.
04:42So since we are dealing here with the nuclear symbol, we are going to start off with an ellipse, those are the circles.
04:47I'm simply going to go ahead now and once again put my cursor right here
04:51in the center and Opt+Click to bring up the dialog box, and I am going to
04:55start by creating a circle that's 1.5 inches in diameter, kind of for both the
04:59width and the height, click OK. And I will Opt+Click again to create yet another circle.
05:05And this one, I'll do just an eighth of an inch less; so 1.375, tab, 1.375.
05:11You will see again, this goes very, very quickly.
05:14I will press the Option key and click with the Ellipse tool again in the center.
05:18This time, I want to create just a single circle that's exactly a
05:22quarter-of-an-inch in diameter and click OK.
05:25Now when I'm first laying out these shapes, I'm usually just drawing them
05:29with either white fill and a black stroke, or maybe even a no fill and a black stroke,
05:32just to make it easier to work with.
05:34So I will switch to my Selection tool, and I'll highlight all these shapes,
05:38and I will just choose to actually fill them with none.
05:41Now what I want to do is I want these two circles to be combined into one.
05:45There are several ways to do that, but again I want to focus here on a really fast way,
05:50which is using the Shade Builder tool. So I am going to select these two shapes right here.
05:54I am going to switch to the Shape Builder tool by pressing the keyboard shortcut Shift+M,
05:58again, we going to try to remember that here.
06:00I am simply going to click and drag here so that just the outside part of the circle becomes highlighted.
06:06When I release the mouse, these two areas have been combined into one.
06:09By the way, if I want to remove this part here, I can just simply Opt+Click,
06:13and that will subtract that area right there from the middle.
06:16Now, I am going to switch back to my Selection tool.
06:19You'll see that now if I change the Fill to Black and I change the Stroke to None,
06:24I've now created this outside part of the circle right here.
06:29Now if I click on this center circle, I can do the same thing, but here's a keyboard shortcut;
06:33Instead of me having to switch between the Fill and the Stroke indicators,
06:37I can see that right now my Fill is None, and my Stroke is black, and I really want it to be the reverse.
06:42I want to have a black fill and no stroke.
06:44So the keyboard shortcut for that is Shift+X. Shift+X will swap my fill and my stroke.
06:49Now my object is filled black and has no stroke applied to it.
06:52I now have two parts that I need to create this part of this icon.
06:57Now in order to create this shape over here, we're going to do the following:
07:00I am going to take my Ellipse tool once again, I'm going to Opt+Click on the center,
07:03and I am going to create a circle that is 3/8th of an inch in diameter,
07:08that's 0.375, and 0.375, click OK. I am going to hit Shift+X so that
07:12I can now see exactly what that looks like. It has no fill and a black stroke.
07:17Once again I am going to position my cursor right here in the center on those crosshairs and Opt+Click.
07:21Now I create a circle that's one-and-a-quarter inches by one-and-a-quarter inches, click OK.
07:28Now I have those shapes as well. So this is now going to create the bounds for these shapes.
07:33But I kind of need to split this into those segments. I need to create those wedges.
07:38Now if we look at that, right now I have three areas; one, two, three.
07:42That also means that there are three negative areas.
07:45So that means that I have six pieces in total that I need to create.
07:49So what I'm going to do is I am going to take my Line tool, just click right
07:53here in the center, and drag it out like this.
07:55It doesn't make a difference how far I go. I just want to create something.
07:58Let me actually zoom in a little bit closer here so we can see what we are doing.
08:00I'm now going to switch to my Rotate tool. I am going to Opt+Click on the center again.
08:06This allows me to define an origin point.
08:10Let's say I am really bad at math, and I know I need to create six segments,
08:13I know a circle is made up at 360 degrees. How do I get the value for 6 pieces out of 360?
08:19The beauty of working with Illustrator is that I can actually use each of these fields as a calculator.
08:23So for my Angle, I could type-in 360, the forward slash, which is actually a division sign, and by 6 (360/6).
08:31I can click on the Preview button to see what that looks like, and I don't want to click OK
08:35because that will rotate just that one line. I want to keep that line.
08:39I want to create a copy of it. So I am going to choose copy.
08:43Now I have two of them.
08:44I am going to press Cmd+D or Ctrl+D to repeat that transform, press it again, again, and one more time.
08:51So now I have created all the regions that I need.
08:54Here is what I am going to do.
08:55I am going to take my Selection tool, I'm going to select all these areas.
08:59But I'm going to deselect this outer circle right here and I am going to deselect the inner circle here.
09:04So all I have selected right now are these two circles that I created,
09:08and all the lines that I've just now drawn.
09:10Now the reason why I am deselecting those other circles is because when I am
09:14using the Shape Builder tool inside of Illustrator, the Shape Builder tool only
09:17works on artwork that's selected.
09:18So basically, by deselecting those other areas, I'm protecting those areas
09:22from being affected by any adjustments.
09:25Now I am going to press Shift+M to bring up my Shape Builder tool.
09:28I am going to hold down my Option key, and you will see that little icon now
09:32changes to a minus sign, again, that will be the Alt key on Windows.
09:35I am simply going to remove the parts that I don't need. I can just Opt+Drag across these parts.
09:41This is the part that sticks out. I don't need those.
09:42I don't need the areas in the middle, so I can kind of drag right through till here.
09:47I don't need this part right here, so I can drag through to the middle.
09:50I don't need this part so I could drag through to the middle.
09:53I also don't need these little areas that are right here.
09:56So if I start clicking and dragging and then holding down the Shift key
09:59in addition to the Option or the Alt key, I could create a marquee, which selects
10:03all three of these center areas at once and removes them.
10:07So now I have these three areas right here. I am going to switch to my Selection tool to select them.
10:11I am going to press Shift+X to swap my fill and my stroke.
10:15If I zoom out, I now see that I've created that nuclear icon. Fantastic!
10:21I am going to select it, I am going to hit Cmd+G to group it, and then I am going to move it off to the side.
10:26Next, let's focus on making the oil can.
10:29Since I am dealing with rectangles here, I am going to go ahead now and switch to my Rectangle tool.
10:32Again, Opt+Click on the center here.
10:35Now I want this to be 1 inch wide, but I want it to be the full 1.5 inches tall, click OK,
10:41and that's the base shape that I am working with.
10:43Now let me zoom in closer here just to see what I'm dealing with.
10:47I am going to take my Line Segment tool here, and I am just going to click right over here
10:51on this anchor point, again, Smart Guides will allow me to snap through it very quickly,
10:54click and drag over here to the far-right.
10:57I have just now created a line right here. It has no fill and no strokes.
11:01I am just going to press D on my keyboard.
11:03I will switch to my Selection tool, and I am going to take this shape right now,
11:06grab it, and hold down my Opt or Alt key, and my Shift key as I drag it down.
11:13The reason why I am holding down Opt or Alt is because I am creating a copy of this.
11:16The reason why I am holding the Shift key down is because it's dragging it straight down
11:19untill it snaps to the bottom of the shape.
11:21Now I have the ability to select all three shapes, but then Shift+Click on the rectangle to deselect it.
11:28So now, all that's selected are the line on the top and the line on the bottom.
11:31Now I want to create two more lines. I want them to be evenly distributed here.
11:36So an easy way to do that is to simply create a blend.
11:38I am going to go to the Object menu, choose Blend, and then choose Make.
11:43Next, I am going to choose Object>Blend>Blend Options.
11:48I am going to choose Specified steps because I know that I really only want to have two additional lines here.
11:53I will click on the Preview button, and I'll choose a specified number of steps of 2. Then I will click OK.
12:00Now I want access to these objects that I have just created inside of the blend.
12:04So I am going to go to the Object menu, choose Blend, and then choose Expand.
12:09So now you can see that I have additional lines that I have created through that blend
12:12and they're also perfectly distributed as I need them.
12:15Now I am going to change the Stroke Weight here to 5 five points.
12:19I am also going to click on the word Stroke, and turn on the Round Cap option.
12:23The Round Cap option is going to make it look like they're kind of extruding a little bit here on the sides.
12:28In fact, I see that I really want the top and bottom to be a little bit bigger.
12:32So let me go ahead now and deselect these two.
12:34I am just going to switch to my Direct Selection tool and select this line right here.
12:39I am actually going to Opt+Click on it; that's going to select the entire object.
12:42Again, Alt+Click if you are on Windows.
12:44I am going to change the Stroke Weight here to 10 points. I will do the same with the bottom one over here;
12:48Opt+Click on it, change the Stroke Weight to 10 points. I just really want to make a small adjustment here.
12:54I want to move this up so that it fits within the bounds that I've defined.
12:58So I am just going to tap the up arrow five times; 1, 2, 3, 4, 5.
13:03Now the reason why I've done that is because the keyboard increment, by default
13:06inside of Illustrator, is set to 1 point.
13:07Now since I've created a 10-point stroke and because Illustrator distributes the weight of a stroke
13:12 along the centerline of a path, my path was exactly on that bound.
13:18So when I gave it a 10-point stroke weight, that means that it was kind of bleeding over
13:22the outside of that 5 points.
13:23So by tapping the up arrow five times, it moved it up precisely now within those bounds.
13:27I can do the same thing for the top one here.
13:29Opt+Click over here to select the entire object, and tap the down arrow five times.
13:35Later on, we will actually see that we can actually change the keyboard increment as we need to,
13:39to make it easier to move objects around in our document.
13:42I am going to switch to the Regular Selection tool now.
13:44I am going to deselect everything by clicking on a blank area, and I am going to click on
13:47this one line to select them all. I am going to choose Object>Path>Outline Stroke.
13:54Now I always do this when I am creating icons because I really don't want to be in a situation
13:58where I can create a piece of art that later on might be modifiedin a way that I don't want it to be.
14:03In Illustrator, there is a setting that allows you to control whether or not stroke weight is scaled
14:08as you make adjustments.
14:09If I forget to turn that option off or I have it on the wrong setting,
14:12I may get some kind of weirdness, or scaling that happens with my strokes, that is unintentional.
14:18So I always try to make sure that I expand all my strokes, and I convert them to filled objects.
14:22I could then use my Selection tool to go ahead now and select everything here.
14:25Press Shift+M to get my Shape Builder tool, click and drag with the Shift key down
14:30to highlight everything and turn it into a one big shape.
14:33Now I will switch to my Selection tool, fill it black. Now I've created the icon that I need for Petroleum.
14:41So let's zoom out here for a minute here, and bring it over here to the side.
14:44So now we have three more icons to create.
14:48Let's focus on renewable energy.
14:50I am going to use some circles for this, I am going to use my Ellipse tool.
14:53I am going to Opt+Click here in the center.
14:55I use a circle here about one-and-a-quarter inches; this is perfect.
14:58I will press Shift+X now so that I can, again, have no fill and a black stroke.
15:02I will Opt+Click again, and type-in here 0.75 for my circles.
15:08Now I have two circles that I am going to work with.
15:10But I also want to create like these arrows here.
15:13If I kind of take a quick look at them, they look like triangles to me.
15:16I can use triangles to create that.
15:18Let's go ahead now and zoom in a little bit closer here,
15:21so we can get to see like both of them here on the screen at the same time.
15:24Now I want to create some triangles.
15:27Well, what's the fastest way to create a triangle inside of Illustrator?
15:29If I look at my Primitive Shape tools here, I have a Rectangle tool, and I have
15:33an Ellipse tool, a Star tool, but I don't really have a Triangle tool.
15:37Well, you can actually use the Polygon tool.
15:38That's the best way to create a triangle inside of Illustrator; choose the Polygon tool, click and drag.
15:44You will notice right now that it has more than three sides that we need.
15:47But as I am drawing this, I am not letting go of the mouse, I am going to press
15:50the down arrow on my keyboard until I can't really go anymore.
15:54The minimum number of sides for a polygon is going to be 3 which is a triangle.
15:57So I now have three sides.
15:59I am going to hold down the Shift key so that it now basically constraints it so that it's nice and straight.
16:03It doesn't make a difference what size this triangle is going to be
16:05because I'm going to go into adjust this afterwards for the same way that I need it.
16:09So I just want to create that triangle.
16:11Now I will switch to my Selection tool; just kind of move it over here so we can kind of take a better look at it.
16:15I am going to go to my Transform panel and I want to change the width of my triangle to a half-an-inch.
16:21Now keep in mind, I want the height to also change to match this.
16:24But the height and width of a triangle is not like a perfect square.
16:29You can see here that the height is 1.3 and the width is 1.5.
16:33So when I make the width to be exactly 0.5, I want the height to change proportionately.
16:38Now I could click on this little lock icon here to do so.
16:41However, this is a toggle button, which means that once I turn it on, it stays on until I turn it off.
16:45I'm always kind of making adjustments inside of Illustrator.
16:48So for me, I just want to show you a quick little shortcut.
16:50It's a lot easier for me to basically tell Illustrator when I want my scaling
16:55to actually be proportionate and when I don't want it to be proportionate.
16:58So for the width, I am going to type-in 0.5. I am not going to hit Enter. I am going to hit Cmd+Enter.
17:05When you hit Cmd+Enter or Cmd+Return, Illustrator takes the single value that you've created
17:10and automatically make sure that the other value is changed in proportion.
17:15So now, I'll take this triangle right here,
17:17and because I have Smart Guides turned on, I could snap right into this location.
17:21I am going to Opt+Drag over here another copy, right over here.
17:24I am going to use the Rotate tool. The R key is the keyboard shortcut for the Rotate tool.
17:30I am simply going to go ahead now and click and drag with the Shift key,
17:32so my triangle is now the opposite direction, and I will snap it in right about over here.
17:38Next, I am going to use my Line Segment tool here.
17:40So just click on this little point right here and drag down. You can kind of see
17:45I am trying to match the same angle as that triangle is, which is right about over here.
17:49I will simply hit my right arrow key five times; 1, 2, 3, 4, 5.
17:55Then I'll take my Selection tool here, Opt+Drag it right over here so that
17:59it snaps to this part of the triangle. Then again use my left arrow key;
18:031, 2, 3, 4, 5 to create some separation there.
18:06Now I have all the elements that I need to create this icon.
18:09I am just going to go ahead now and select all these elements, Shift+M to activate my Shape Builder tool.
18:15I'm going to click and drag across these three elements to combine them,
18:20click and drag against these three objects to combine them.
18:23I could also combine these two shapes and these two shapes.
18:27And then I will use my Option key to get rid of this, to get rid of the areas in the middle,
18:32get rid of that little one as well, Opt+Drag across that, and simply remove these other areas here.
18:41Now I am left with the shapes that I want.
18:45I will go ahead and select them with my Selection tool, Shift+X colors them black with no stroke.
18:49And now we have created three of the icons. Let's go ahead now and drag this one out over here.
18:54We are ready to focus on the icon for Natural Gas. This one is actually really easy to create.
19:00Let me go ahead and zoom in just a little bit over here. Again, we are going to start with a circle.
19:05So I am going to go ahead and choose my Ellipse tool.
19:07I am going to Opt+Click here in the center, and let's create a circle that's exactly 1 inch in diameter.
19:12Shift+X will go ahead now and give you that nice little no fill and black stroke object, so it's easy to work with.
19:17I use my Selection tool, and I will drag it down so it snaps to the bottom over here of my bounding area.
19:24Next, I am going to switch to my Direct Selection tool, and I am going to click on just the anchor point here
19:29to top of a circle. You know a circle is made up of four anchor points.
19:32So I am just going to select this one and then hold down my Shift key and drag it
19:36so that it snaps here to the top of the bounding area.
19:39Now I kind of have this weird egg shape thing going on. But I want it to come to a point.
19:43So what I am going to do is I am going to go over here to my Pen tool,
19:46click and hold and change to my Convert Anchor Point tool, and simply click once
19:50on that anchor point to turn it into our corner point, so that now my flame kind of comes to a point.
19:55Let me go ahead now and switch back to my Selection tool. I will select the entire shape, and I want to scale this.
20:01So I am going to hit the S key for my Scale tool, and I'm going to Opt+Click on the bottom of this.
20:06This does two things.
20:07A, it allows me to bring up this dialog box that allows me to scale by specific number.
20:12But because I've clicked on that bottom point, I set the origin point for the scale
20:17to be at that bottom point of the flame.
20:19Now I want to scale this 70% and I want to create a copy of it.
20:23Then I will press Cmd+D or Ctrl+D to do that again. Now I can select these three objects with my Selection tool.
20:30Hit Shift+M to get my Shape Builder tool, and I can basically click once here
20:35to create a shape, once here to create a shape, I can Opt+Click in the middle to actually delete that area.
20:41Now if I switch to my Selection tool and I select it and I press Shift+X on my keyboard,
20:46I now have that beautiful flame to work with as an icon for Natural Gas.
20:51I will move this over here to the side. Now let's focus on making the last one here,
20:56which is the coal icon, which again it seems a little bit more complex, but again, it's made up of basic shapes.
21:01I'll start by creating the wheels. So I am going to go over here to my Ellipse tool.
21:06I am just going to go ahead now and click over here, it doesn't make a difference really where.
21:09I want my wheels to be maybe about 3/8th of an inch, 0.375 x 0.375, click OK.
21:17I'll go ahead and just position them over here so they kind of snap to the lower
21:20left-hand corner here, the bounds of that.
21:23I am going to Opt+Drag so that I now see that on the other side, so now I have a copy of that.
21:27I just want to nudge these in a little bit.
21:29So I will move them over say 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, how about that?
21:34Let's do that. Let's move it over 10 points; 1, 2, 3, 4, 5, 6, 7, 8, 9, 10. Beautiful!
21:39Next, I am going to go ahead now, switch to my Rectangle tool, Opt+Click on the center here,
21:45and you create a rectangle that's 1.5 inches wide and 0.875 tall.
21:52Now I want to align this better, so I am going to switch to my Selection tool.
21:56Let me zoom in just a little bit here, so we can kind of see what we are doing.
21:59I am going to drag down until you can see where it intersects with the center of that circle.
22:03I am also going to change to my Direct Selection tool, click on this anchor point,
22:07and move it in also about 10 points; 1, 2, 3, 4, 5, 6, 7, 8, 9, 10,
22:12Click on this anchor point and move that in; 1, 2, 3, 4, 5, 6, 7, 8, 9, 10.
22:17Now I want to cut out some wheel wells for this.
22:19So I am going to switch over here to my Ellipse tool, and I will come over here
22:25and I want to find the intersection of that circle, and again, the Smart Guides
22:28turned on will easily identify that area.
22:30I am going to Opt+Click because I want to draw out from that that center, and
22:34I am simply going to create half-inch circles.
22:38I can even switch to my Selection tool here, grab the center point,
22:42Opt+Shift or Alt+Shift and drag so it intersects with the other circle here.
22:48Now I am going to select these two bigger circles, and this rectangular shape here,
22:52it's more of a trapezoid now, Shift+M gives me my Shape Builder tool,
22:56Opt+Drag to get rid of this part, Opt+Drag to get rid of that part.
23:00I now have the base that I need for this coal icon.
23:04Now I want to create the mounds of coal inside of this. So I am going to create a rectangle for that.
23:09Let me choose the Rectangle tool here. I am just going to do Opt+Click right here
23:12in the middle, and create a rectangle that is 1 inch square.
23:16I will switch to the Rotate tool, which is the R here in my keyboard,
23:20and I will click and drag while holding the Shift key down to rotate it exactly 45 degrees.
23:25Now I want this to snap over here to the top, so I am simply going to drag it up
23:28so it intersects with the top part of that bounding area.
23:30I want to move this a precise amount. Now there are two ways that I can do this.
23:34I can either double-click on the Selection tool itself to bring up the Move dialog box,
23:39or, like I was mentioning earlier, I can also change my keyboard increment.
23:43I am going to press Cmd+K or Ctrl+K. That's the keyboard shortcut to bring up your Preferences dialog box.
23:48But it also immediately highlights the Keyboard Increment setting as you can see right here,
23:53and by default, that's set to 1 pixel to 1 point.
23:56I am going to change it to 0.125 inches, and then simply click OK.
24:00Now if I hold down my Opt or my Alt key and then press the right arrow,
24:05it's going to create now a copy of that shape.
24:08I am going to let go of the Option key. I am going to press the arrow key one more time.
24:11I actually want to create two more of these, so I'm going to press Option+Right-arrow to create a copy,
24:16and then adjust the right-arrow to move it over.
24:19One more time, Opt+Right arrow and then just right-arrow again.
24:22Now I have these four pieces in place.
24:24I'm also going to take both this shape right here and select this shape here and move them down one.
24:30So now I have created kind of this little mountain that I am going to use for the top of the icon.
24:34So I am simply going to go ahead now and deselect and click and drag to drag across all these.
24:40I am going to press Cmd+G to group them all together.
24:42The reason why I've done that is because I want to quickly align it to the center of this icon.
24:46Now if I just go ahead now and I choose to center it, it will center it to the artboard.
24:50But I want to center it to this shape right here.
24:53So I am going to hold down my Shift key, so now I have the group, and this kind of rectangle,
24:58or this trapezoid shape here selected, and then, without holding down the Shift key,
25:01I am going to click on that trapezoid shape again.
25:04That's going to highlight it or what Illustrator refers to as setting it as a key object.
25:08Because now when I click on the Align button and I choose to align by center,
25:11it will align it to that shape.
25:13So now, what I am going to do is I am simply going to go ahead now and deselect everything.
25:16I am going to draw a line, a little bit higher over here, just simply right across here.
25:22With that line selected, I am going to now hold down my Shift key and
25:26also select all those rotated squares that I've created, and once again use the
25:29Shape Builder tool, Shift+M, to just simply hold down my Option key.
25:34I am going to start dragging and also the Shift key and drag across all these shapes right here.
25:39Try to get rid of everything, Opt+Drag across these extra points right here.
25:43Then just hold down the Shift key without the Option key to combine all those into one shape.
25:48Change to my Selection tool, select it, fill it black, and I am going to select
25:55all these elements now and group them together.
25:58So now, if I zoom out, I've created these five beautiful icons all using very primitive shapes inside of Illustrator.
26:05All I have to do now is bring these into my other document and I could use them inside of my infographic.
26:10Before we do that, I am just going to go ahead now and save my file.
26:13I will press Cmd+S or Ctrl+S and we'll move these into the infographic in the next movie.
Collapse this transcript
Finalizing the total energy chart
00:00So we've created these icons that we need for the infographic and now we want
00:04to move them over into the infographic.
00:07So I am just going to go ahead now and select these to make sure that they are grouped.
00:09This one is grouped; this one looks like it's grouped; lets select that one; that's a group.
00:15This one here, no, that's not a group. I am going to press Cmd+G or Ctrl+G
00:18to make that a group and I will do the same for this one.
00:21By the way when I select this where I am looking to find that if it's a group or not,
00:24is right above here on the upper left-hand corner of my screen where
00:28Illustrator identifies what it is that is my target right now.
00:31If it says Path, that means I don't have a group, so I am just going to press
00:34Cmd+G to make that into a group.
00:36Now I am just going to go ahead now and arrange these over here.
00:39If you have Smart Guides, you can kind of see how they can kind of snap to their centers.
00:43But because they're all groups I don't care the much about it. I am just going to go ahead now,
00:46and just reorganize them, kind of how I need them like this, and drag
00:51to now select all these with my Selection tool. I will use my Align tool here to
00:56just align them all by their vertically aligned centers.
01:00Now there is one thing that's important to note is that when I bring this now
01:03into the other document, they are going to go against the colored background.
01:07So I am going to want to change their color, so right now they are all filled with black.
01:10I am simply going to go ahead now and change their Fill color to white.
01:14Let me go ahead now with them all selected, choose Cmd+C or Ctrl+C to copy it.
01:19Let's switch now to the renewable_energy_01 document that we saved earlier
01:23and press Cmd+V or Ctrl+V to paste them into this document.
01:27Now the icons are pretty big. I really want them to be about a half inch tall.
01:31So I am going to open up my Transform panel, and where it says Height, which is right now
01:35--remember we created them at one and a half inches--I want them to be a
01:38half an inch so I am going to go ahead now and double-click on the height value.
01:41Press 0.5 inches and then, remember Cmd+Enter to make sure that it now
01:47proportionally scales it to be that new size.
01:50So I am going to go ahead now and drag them up over here, so you can kind of see here
01:53how it intersect using Smart Guides so I know I kind of have it right now centered with all these rectangles.
02:00Now I am simply going to go ahead now and drop them into position.
02:03So I am going to click and drag on this one and again using Smart Guides,
02:07I know that I can kind of snap it to the center of this shape. I can use this shape
02:11right over here to the middle of this one. The renewable energy icon is going to
02:15go right here, the coal icon is going to go right here, and the natural gas one
02:21is going to go here as well. Beautiful.
02:24Now they are kind of in your face, I mean they are white against these dark backgrounds.
02:28So maybe I just want to kind of soften that just a little bit, so I am going to
02:31select all of these and let's change the Opacity value to about 40%.
02:38That's going to give me like that tinted look into each of these,
02:41So now I get this really nice refined look.
02:43I kind of right now know what each of these boxes are starting to represent.
02:47The color kind of hints it in one way, but so do the icons.
02:51Now to finish off this chart, I want to make sure that I add the values.
02:54Remember, we want people to understand exactly what the data is. You want to be able to show it to them
03:01visually but if they want to read that data, we need to provide that as well.
03:03So the first thing I am going to do is I am going to start adding some labels.
03:06I will take my Type tool--I am just going to click right about over here--to get a blinking cursor icon
03:12and the first one of the left is nuclear, so I am just going to type in nuclear, select it with my Black Arrow tool.
03:20I will make sure that the center option is here, click to Align Center for the
03:24Paragraph setting. And to make sure that it's styled correctly, I am going to
03:28go over to the Window menu, I am going to scroll down to where it says, Type.
03:31Then I am going to choose Character Styles, and I am going Option+Click on the Bar Chart Label.
03:36That's a style that I created for the label for this chart, so I am simply
03:40going to go ahead now and click on this and snap it over here into the center right about there.
03:45Now I am going to Opt+Shift+Drag over here to this one and I will do the same
03:50for all these as well, so that I kind of have that text in the position that I need it to be.
03:54We don't need this here, just a moment, lets move that down, kind of drag this over here.
04:01I am now going to take my Type tool and just change the text in these areas.
04:05So this one is now going to say RENEWABLE, this one is going to say PETROLEUM,
04:13this one is going to say COAL, and this one will say NATURAL GAS.
04:21So we have the labels in place.
04:23I actually see that maybe the icons can move up just a little bit, so I am going
04:26to go ahead now and just select these icons, and kind of nudge them up.
04:32Now remember, look how they are kind of jumping up as I nudge them. Why is that happening?
04:35Because we changed our keyboard increment before.
04:38So let's go back and remember to kind of bring it back, Cmd+K.
04:41Op1 will set it back to 1 point, or 1 pixel and click OK. Now I can go ahead now and
04:47choose to nudge it in small increments again.
04:49So now we need to add the values themselves underneath this, again, which is text.
04:53I am going to start by taking this value right here, NUCLEAR and Opt+Drag it.
04:58I will also hold down the Shift key down to right about over here.
05:02Now what was the value for this?
05:03We quickly jump over to Excel and see that nuclear was 10.6.
05:07So let's go back to Illustrator.
05:09I am going to go ahead now and double-click on that so that now it activates
05:13and highlights my text for me and I will type in 10.6% and switch to my
05:18Selection tool, and with that selected I am going to come over to my Character Styles panel.
05:23I am going to hold down my Option key or my Alt key, I am going to click on Bar Chart Value.
05:28See how that makes that much bigger right now. See it's actually little bit too high,
05:31let me nudge it down just a little bit and that looks pretty good.
05:35Now the % sign is much bigger than it needs to be.
05:38So I am going to take my Type tool, highlight the % sign and I actually
05:41want that to be superscript. I can do that very easily by clicking on the
05:45word Character in my Control panel and then choosing the Superscript option right here.
05:50Now one thing to note also--and working with numbers, especially ones that have
05:54decimal points here--it's going be really important to make sure that my kerning
05:57is set correctly so that is easy to read this.
06:00I am just going to simply press Cmd+A or Ctrl+A to select all that text,
06:04because my cursor was already inside the Text box.
06:06I am going to hold down my Option key or Alt key on Windows and then tap the
06:09left arrow key to kind of reduce the tracking so now my numbers are much closer to each other.
06:15Now that I have done that, I am going to switch back to my Selection tool;
06:18click on that little center point right there; hold down the Option and Shift keys as
06:22I drag them here, and again, Opt+Shift to drag here.
06:26I am just simply adding these values throughout.
06:30Now lets change these values to the way they should be. Let's go back to Excel
06:34for a second. I see at 11.7 and 15.4 and the remainder are 28.4 and 33.9.
06:57Of course I can kind of jump into each of these values individually and to kern them as I need to.
07:00Like for example the kerning here looks pretty bad.
07:03So I need to kind of adjust the ones and then bring this 7 in a lot closer.
07:08And again I am doing that by putting my cursor in between the two places that I
07:11want to bring close to each other and then I'm holding down the Option key and
07:15then the left arrow to reduce the amount of kerning or space that appears
07:19between those two characters or Option using right arrow to increase the amount
07:23of space that appears between them.
07:25For example, you can kind of see that the 7 and the % sign are kind of just touching each other;
07:30Opt+Right arrow will help me solve that problem.
07:32Now in reality this graph is done now as it is. It's wonderful, it's great.
07:36It has everything that I need, but I really want to help kind of bring the viewers
07:40eye from this chart into the next one. I thought it might be helpful to do that
07:44by kind of focusing on renewable energy here.
07:47Basically, the next chart that's going to follow is going to talk about
07:50what makes up that 11.7% of renewable energy.
07:53How is that distributed amongst wind for example and solar power?
07:57I want to kind of draw the readers eye out of that. And if we take a look at what
08:01our PDF document looks like, you can see that I have kind of added an arrow down here.
08:05I have made the icon for renewables larger and I have kind of brought the
08:10value into this arrow to help draw the reader's eye down into the next chart.
08:14It also kind of reads as a nice sentence where it now says 11.7% comes from renewable sources.
08:20So let's go ahead and do that.
08:21I am going to switch back now to the Illustrator document. We don't need this right now, so let's go ahead and close that.
08:27I am going to start off by creating that little arrow down here.
08:30The easiest way to do that is just to draw some basic shapes. Draw a rectangle;
08:34again smart guides are really helpful here.
08:36I can start by clicking and then dragging, it will automatically will snap to the same width of that.
08:41I am going to come to about, let's say, right here.
08:44I am going to press D because I want to fill that object with a default setting.
08:47I actually don't want to stroke on it, but I do want to fill it with that same
08:50green color that I am using for renewable energy.
08:54Now I need to create a triangle.
08:56Remember the easiest way to draw a triangle inside of Illustrator? Take a Polygon tool,
09:00click and drag and make sure that's only using three sides. Hold down the Shift key, kind of draw it to about this big.
09:07Now what I am going to do is I am going to center these two; I am going to
09:10hold down this triangle, and select it, hold down my Shift key and select this rectangle.
09:15Then I am going to release the Shift key and then click on the Rectangle again to define it as the key object.
09:19Now when I choose Align and Center, the triangle is now going to align itself to
09:24that rectangle, to that key object.
09:27Let's go ahead and deselect that and I am now going to click on this triangle.
09:31I am going to simply take the top of this triangle and drag it down to kind of resize it, something like that.
09:37Now I will hold down the Shift key and drag it up, now I see how they nice --
09:40they touch each other here; in fact I want to bring this down into the chart.
09:44I am just going to go ahead now and nudge this down just a little bit, maybe like that for example.
09:49Then simply take this rectangle, drag it so it kind of touches here to resize it.
09:53Maybe even give it some breathing space so you can see it kind of detaches from that.
09:57I will select these two shapes, Shift+M from my Shape Builder tool
10:02and then go ahead, hold down the Shift key and drag across them both. Remember, because
10:06those are the only two objects selected, only those are affected, they now get joined into one new shape.
10:12Let's go back to my Selection tool; let's now take the 11.7% and drag it down into this area.
10:17I am going to bring it to the front by going to Object>Arrange>Bring to Front;
10:21maybe nudge it over just to the right a little bit just to optically align it.
10:25Now I want to make this icon bigger, so I simply select it, tap the S key for my Scale tool.
10:31I am going to click and drag outwards with the Shift key to kind of enlarge it,
10:35and then use my Down arrow key to nudge it into position.
10:39And now I have gone ahead and created this beautiful chart that now describes
10:44the breakdown of energy generation in US.
10:47I have also successfully been able to help lead the viewer's eye down into the next chart.
10:52Now before we do anything else, I really want to make sure that this is now
10:56being structured correctly inside of my document.
10:58Remember this is going to be a complex infographic with lots of information.
11:02I want to make it easy to work with inside of Illustrator.
11:04Until now I have not really been paying attention to the layers inside of my document.
11:08So what I am going to do is I am going to take my Arrow tool right here;
11:14click and hold and then drag across all these new shapes that I have created;
11:16and I am going to look at right now inside of my Layers panel, if I go
11:19ahead now and I collapse my little Chart icon right here, I see they are all
11:23inside of one layer. But if I click on the little arrow here again, and I scroll down,
11:28I see that there are other layers that I have created.
11:32In fact, to make it easier to see, let me go ahead now and drag this Layers panel out, make it larger.
11:38We go ahead now and expand this as well, and you can see that I have a whole
11:42bunch of elements that I have just created. Those are all indicated by these little red selection squares.
11:46But if I scroll down I do see that I have something called the Total Energy Chart.
11:51So what I really want to do, I want to take all the elements that I just now
11:55had selected, that I have created and I want to put them into this layer.
11:57The first thing we are going to do is I am going unlock the Total Energy Chart layer.
12:02Next I am going to scroll upwards over here and I am going to take this little
12:05dot right here from the top; I am going to click on it and I am going to
12:09drag it and then I am going to place it right over here where it says Total Energy Chart.
12:14It should turn blue because that's the color of that layer.
12:17When I release the mouse, all those elements now were put into that layer.
12:21So if I now go ahead and relock that layer again--let's go ahead and drag layers
12:25back now where it belongs into this little area right here.
12:28You can see that I cannot go ahead and select these elements.
12:30I've now put them onto that layer and I can very easily toggle the visibility of that layer as well.
12:37So we've now successfully created the top part of this infographic.
12:39Let's go ahead now and save this file.
12:41I am going to go to the File menu and choose Save As because I want to save a
12:45copy of this and I am going to rename it as Renewable Energy O2.
12:49We will save that into my Project folder, click OK. And now we are ready to
12:53start looking at the next part of this infographic, which is the chart that's going to go right here.
Collapse this transcript
Adding and styling a line chart
00:00So we're now ready to create a line chart that's going to help us understand exactly
00:05what types of renewable energy are used in the U.S. and how those have been growing over the years.
00:11So, I'm going to switch over to the Acrobat file just to kind of see exactly what this
00:16final chart is going to look like.
00:17You'll see by the way when I'm started my original sketches. I thought that this would be one nice chart to work with.
00:22However, I realize after I kind of started to do my initial sketches that Hydropower is really
00:28completely almost off the chart, literally, than the others.
00:32That's what inspired me to put the country list right there in that space in
00:36the middle, which we'll get to later on.
00:38But I also wanted there to be some kind of way where we can make this almost interactive
00:42in the final version of the PDF, where perhaps I can start to compare the growth of some
00:46of these renewable sources of energy; like for example, only display solar and wind,
00:51so I can clearly focus on just those two.
00:54So again later on in the project, we're going to come back and see how we can use layers
00:58inside of Illustrator, and also layers inside of Acrobat to help create that type of interactive PDF document.
01:04But for now, we actually want to get started creating this chart so, I'm going to switch back to Illustrator.
01:10The first thing I'm going to do is actually start creating my chart.
01:13So here inside the tools panel, I'm going to click over here where it says the Graph tools; all the Graph tools are here.
01:18I'm going to scroll down to where it says Line Graph tool, because that's the kind that we want to create.
01:23And keep in mind by the way, if you decide later on to change your mind, remember
01:26that you can always change between different graph types inside of Illustrator
01:29and the data will update accordingly, as long as you don't ungroup your graph.
01:33I need to define an area or a size for the chart that I want to create.
01:37Now, I already have created this background here.
01:39It's actually go from 0 over here, all the way up to three hundred thousand, which is this part here.
01:44So, I want my chart to be basically from here to here in a vertical fashion; but on a horizontal fashion,
01:50I kind of want to start right about over here.
01:53But, I want to leave some room here on the right side for me to put my labels.
01:59So, I'm going to start by drawing a rectangle. I'm going to start right about over here.
02:02Again, it doesn't make a difference exactly where you are.
02:04We can always position and adjust this later on; but I'm somewhere here around the
02:08quarter of an inch in from the edge over here.
02:10If you look at my little cross hair in the ruler, I'm about 3 quarters of an inch and
02:15I'm right about over here.
02:16So, I'm going to go ahead now and click and then drag to define the area of my chart.
02:21I'm going to bring it to about 9 inches right here.
02:23I am going to go ahead and let go and that brings up my Data Window and I want to import some data.
02:28So, I click on the button over here to import data; I am going to navigate to the _DATA
02:33folder here inside my exercise files.
02:35Now remember, when I'm placing data inside of Illustrator, I can't use a native Excel document,
02:40so I'm going to click on the Text folder and I'm going to click on this file here
02:43called US_ Renewable_Energy_Generation.
02:46I'm going to click Open and that data now gets pasted here inside of my file.
02:51These numbers actually represent millions of kilowatt hours, which I already have written
02:55out inside of this chart; and you can see that I've also put the years that appear on the
02:59left side in quote marks, meaning that I don't want these to be interpreted as values.
03:03I want those to be actually added to the axis along the bottom of my chart, so those should be the labels.
03:09Of course, these labels here are actual letters not numbers, so Illustrator is automatically
03:14going to know that those should be charted as labels as well.
03:19There is a single decimal point here.
03:20I really don't need to have decimal point in this chart so, I'm simple going to click
03:24on this button right here, Cell Style; change number of decimals to 0, click OK.
03:30By the way, if some of these numbers are really larger, I can also go back here and just increase
03:34the Column Width to say support maybe 10 digits.
03:37And that way, I'm just sure that there's enough room and that nothing is getting truncated.
03:42Now that these values are here, I'm going to click on the check mark to go ahead and
03:45apply those settings to my chart.
03:47So I have what I need here.
03:48I'm going to close my Data Window, but you can see a couple of things here that are just really not working.
03:53First of all, obvious this styling doesn't look at all what I want it to look like; and
03:57we'll start to take steps to improve that momentarily.
03:59But I first want to get the scale correct.
04:01I'm going to go to Outline mode for a second because Illustrator is using some default
04:05grayscale settings for the text here, which is on this background, so it's hard for me to read it.
04:10I'm just showing you that if you look over here across the bottom, you'll see all the
04:13correct numbers of the years; but also if you look on the left here, because Illustrator
04:17automatically chose the values that appear along this side of the chart or along this access,
04:24it goes from 0 all the way to 350.
04:26Now it's doing that because Illustrator is simply taking the next larger number than
04:31the highest value in the chart, which is right about over here.
04:33But remember, we can define our own.
04:35So, I'm going to go back and hit Cmd+ Y or Ctrl+Y to go back into Preview mode.
04:40Next, I'm going to go to the Object menu.
04:42I'm going to choose Graph, and then I'm going to choose Type, because I want to modify some
04:47of the settings inside the chart.
04:49For the menu over here where it says Graph Options, I'm going to click on that, and I'm
04:52going to choose Value Axis. Here where it says Tick Values, I'm going to choose Override the Calculated Values.
04:59Now, the Minimum is 0 and I wanted to stay at 0, but I don't want to Maximum to go to 350000,
05:05which is more than the existing setting inside this chart.
05:09In fact, let me just take you back for a second here I'm going to click Cancel.
05:13Let's go back Object>Graph>Data. I'll show you over here where it
05:20says Hydropower; and I look at the last date, which is 2011, which is representing this value right over here.
05:27You can see that that is the largest number inside the chart, 325 and change.
05:33And that's why Illustrator chose to go all the way to 350000 so that is room inside the
05:38chart to display all these values.
05:40But what I am going to do is I am actually going to choose a value that's smaller than that.
05:43That's going to force that value to like stick out of the graph; to go higher
05:47than the graph itself; to exceed the boundaries that I've already defined for that graph.
05:52That will make that value stand out.
05:54So for example, I may choose 300000.
05:55So, let me close this window here.
05:57Let's go back to Object>Graph and choose Type.
06:02Let's choose Graph Options and choose Value Axis.
06:05I'm going to Override my Calculated Values.
06:07I'm going to leave the Minimum setting at 0, but I'm going to change the Maximum value to 300000.
06:14I'm also going to change the number of Divisions to 6 so that they're distributed evenly.
06:20Basically every 50,000, I want there to be another line or another Tick Mark and I'm going to click OK.
06:26So now by the way, if you take a look over here on the left side, you can start to see
06:29that the tick marks inside of this chart are lining up to the ones that already exist in the background.
06:35You can also see that the value that up here is all the way to the top for Hydropower,
06:40actually jumps outside the bounds of the chart.
06:43Notice over here, the chart kind of ends right here but, this goes outside of it because
06:47I've now defined what those values are.
06:49Again, if I go into Outline mode by pressing Cmd+Y or Ctrl+Y, you can now see that
06:54I've basically overridden those tick mark values and I've told the Illustrator to start at 0
06:59and then use 50000 increments basically to get to 300000 and because this number is
07:05somewhere around 325000, it basically jumps outside the bounds of the chart.
07:10I find that it's visually appealing and it kind of adds a dimension.
07:13It almost makes this kind of jump out at you and lets you know that hey!
07:17Hydropower is obviously very important and it's growing.
07:20I'm going to press Cmd+Y or Ctrl+ Y to back to Preview mode, and let's actually start
07:25to style this chart now as well.
07:26So, I'm going to switch to my Direct Selection tool; and in reality there's two ways to do what I'm about to do.
07:32I can use the Group Selection tool and I can also use the Direct Selection tool.
07:37I'm actually going to start with the Group Selection tool first, but then I'm going to
07:40show you, how you can also use the regular Direct Selection tool.
07:43I'm going to click on this blank area to deselect everything.
07:46Now what I want to start doing is actually stylizing the lines inside of this chart.
07:51So, since I have the Group Selection tool selected right now, I can start by clicking
07:56in the legend area to help me select other parts of the chart.
08:00So for example, I'm now going to click once on this line right here and that's simply going to select this one line.
08:06But if I click now a second time, you can now see that this line representing the data
08:11for the Hydropower series has now also become selected.
08:14So, the way the Group Selection tool works is, it allows to click on one object and
08:18then the second time you click on it, it basically moves one step up and selects everything else inside of that group.
08:23So the first thing I'm going to do is I'm going to change Stroke Weight.
08:26Right now, you can see the Stroke Weight is set to 2 pt.
08:28I'm going to change that to 4 pt in weight, so it's a much thicker stroke.
08:32I'm also going to click on the word Stroke right here
08:34to opens the Stroke panel. I just want to make sure that the Cap Setting is set to Round Cap.
08:39That just makes the areas where the joins appear, meaning between each of these segments,
08:44just seems to be a lot smoother.
08:46Now, I also want to change the color of this to match the color that I've set for Hydropower.
08:51So I'm going to click on the actual Stroke icon right over here that brings up all my Swatches.
08:58I've defined the color group for the renewable energy charts and because
09:01right now I have the Hydropower line selected, I'm going to choose the Hydropower color right here.
09:07So let's do the same thing now for Wind.
09:09I'm going to come over here and basically deselect everything; just click on a blank area.
09:14I'm going to click once on this line for Wind and again, I can see that it's Wind.
09:19If I go into Outline mode, I can see the word Wind here just in case the colors are hard to read.
09:23Again, I click once on that line to select that line and I click another time on that
09:28line to select the entire series.
09:31I change the Stroke Weight to 4 pt and then I change the Stroke Color to the Wind color.
09:36Now, for the remaining 3, I'm going to show you the other method for selecting this v
09:41by using the regular Direct Selection tool and not the Group Selection tool.
09:45The reason why I'm showing this to you because, most likely and day-to-day use inside
09:49of Illustrator, you're switching back and forth between the Selection tool and the Direct Selection tool.
09:54So having to also every once in a while select the group selection tool is just another tedious thing to do.
10:00So there is a keyboard shortcut or modifier key that will allow you to access the Group
10:04Selection tool or more specifically, it allows you to specify that the Direct Selection tool
10:09behaves like the Group Selection tool.
10:12The way that you do that is you press and hold down the Option key while the Direct Selection tool is active.
10:18So just to show you here if I click and hold on the Direct Selection tool, you see the
10:22Group Selection tool has basically the same arrow, but with a plus sign next to it.
10:26Well, if I have my Direct Selection tool active right now, but I hold down my Option key,
10:31on Windows that will be the Alt key, you'll see the plus sign up here.
10:34This means that now, my Direct Selection tool behaves like a Group Selection tool.
10:38So, here's what I do.
10:39I move over here and I hold down my Option or Alt key and I click on the line for Biomass.
10:44I then click a second time and now that selects the entire series.
10:48Now, I'll change the Stroke Weight of 4 pt, hit the Tab key.
10:53And then I'll change the color here to the Biomass color.
10:56Let's see that to the final two series here.
10:58I'm going to click on the empty space here to basically deselect everything; hold down
11:01my Option or Alt key, click once, twice.
11:05I've now selected the series for Geothermal.
11:08I'll change its Stroke Weight to 4 pt and I'll change the color to the Geothermal color.
11:14Finally, again click on a blank space here, deselect everything, Opt+Click or Alt+Click
11:19on the line for Solar PV, click once, click another time again.
11:24Notice here the series has now become selected down here.
11:27Change Stroke weight to 4 pt and change the Stroke Color to the Solar PV color.
11:33So, we've now been able to successfully add a line chart to our document here inside of Illustrator,
11:39and we've also colored all the lines for this series.
11:42But, I tell you that all these little squares that appear here for the actual data points, look pretty ugly.
11:47We want to replace them with something that looks nicer with our design.
11:51So in the next movie, we're going to define something called a Marker for these charts,
11:56and replace all of these ugly little squares with pretty little circles.
12:00So, let's go ahead and choose File>Save As.
12:03We want to save our work where we're right now.
12:05Let's change this to Renewable_ Energy_03, click Save to save this in our Exercise Files.
12:11Click OK after this dialog comes up, and now we're ready to create our markers.
Collapse this transcript
Adding custom markers to the line chart
00:00So at this point we've added this data to our documents, we've created some colored lines,
00:05but now we want to change the markers or the actual data points inside of the chart.
00:10Right now they're being represented by these squares, each of them filled with different
00:14shades of gray for the different data series. But if we switch over to the PDF for moment,
00:19you can see that, in the final version of the chart, we want to create these more pleasant
00:23looking circles that have a little white center inside of them to help highlight these data points.
00:29So let's switch back to Illustrator and see how we do that.
00:32Now the first step we're going to do is we're actually going to define the markers that we're going to use.
00:37In other words, we're going to create a graphic to replace those little rectangles. Because
00:41we have five different series here inside of this chart, we're going to be creating
00:46five different types of markers, because we want each of the markers to match up with
00:50a color for each of the data series.
00:52So the first thing we're going to do here is we're going to kind scroll over here.
00:55I'm going to pan over here, I'm using the spacebar to change to the hand grabber tool. I'm just
00:59going to kind of move over just a little bit. I'm going to start by using my Direct Selection
01:03tool, that's the hollow arrow, and I'm going to click on any of these rectangles right
01:07here; I just need to select one of them.
01:09The reason why I need to work with this is because I need to know the size of this
01:13rectangle. That's because the markers are always going to be defined by that size. I'm going
01:19to press Cmd+C. because currently right now that square is part of the chart, meaning
01:24it's embedded inside of that group. So by pressing Cmd+C or Ctrl+C on Windows,
01:29I have now copied that to the clipboard. Now I'm going press Cmd+V or Ctrl+V to
01:33paste it. I'm simply going to go ahead now and move it just off the art board right
01:38over here; doesn't make a difference where it is; but I need to have it, because this
01:42defines the bounds or the size for my marker.
01:47Now the important thing to realize is that I can make things that are bigger or other
01:50sizes, but this is exactly how this is going to be sized and positioned.
01:54So what I'm going to do is I'm going to do is I'm going to take that square, I'm going
01:56to choose to give it no fill and also no stroke. Let me zoom in just a little bit closely here
02:03on this area, so we can kind of see what we're dealing with.
02:06Now I want to create a circle, which is going to be used as the marker, so I'm going to
02:10switch to the Ellipse tool here. I'm just going to click here on the artboard.
02:14If you click once it brings up a dialog box you can type in a specific value. I want to create
02:19a circle that's exactly an eight of an inch by eight of an inch, so that's .125 inches
02:25for both the width and the height; click OK and now I have created that circle.
02:29Now I want to change some of it's attributes, so I want to change the fill color of that
02:33circle to white, I'm going to change the stroke color. Let's kind of start over here with
02:38the hydropower, that was the one that was the top of the chart. So the stroke is now styled
02:42using that hydropower color. If you remember we also change the stroke weight of the lines
02:48inside of the chart to 4 points, so we want to change the stroke weight of this circle
02:52to match to be also 4 points.
02:55So now I'm going to go ahead and now and take my Selection tool and I want to select both
02:59of these elements right here. We're just going marquee select, meaning I'm going to click
03:03and drag, so that now both the circle and that rectangle are now selected. I want to
03:09click on the rectangle and that's going to basically lock or set that rectangle as a key object.
03:15I'm going to click on the Align tab right here and choose to align these horizontally
03:21by their center and vertically by their center.
03:24So basically I now have a circle, which is really what I want my marker to be. But if
03:29I select both of these you can see that the rectangle of the square is behind it, and has
03:34no fill and no stroke. Illustrator is going to use that rectangle to basically put this
03:38piece of artwork in the same position as all the other rectangles inside of the chart.
03:43So now that I've done this--this is simply for the hydropower marker--but I now need
03:47to create markers for the other four as well. I'm going to take this piece of art--just
03:52simply click and drag to marquee select it, because I want both of those elements to be
03:56selected--and I'm going to basically grab this center, hold down my Opt+Shift,
04:01on windows that'll be Alt+Shift, I'm just going to drag here to the right to create a copy or a duplicate of that.
04:06I'm now going to press Cmd+D, or Ctrl+D like David, and I'll do that three times so
04:12that I now have five circles to work with. I'll click this one right here, I'll change
04:17it's color to the Wind color. Let's click on this circle here, let's change it's color
04:25to the Biomass; let's click on this one here, change it color to the Geothermal; and then
04:31finally the last color here, the stroke color-- remember I'm not changing the fill color here,
04:36I want them all to be filled white-- I'm going to change that to the Solar PV.
04:40So now I've defined the artwork that I'm going to need for each of my markers.
04:45Now let's go ahead and define them. Let's select the first one, which is Hydropower.
04:49Click and drag to marquee select these two objects. I'm going to go to the Object menu,
04:55choose Graph, and then I'm going to choose Design.
04:59Now this document already has these defined, but since we're creating them from scratch,
05:04I'm going to go ahead and delete them. I'm going to choose to select Marker - Wind
05:08and choose to delete that design; Marker - Solar PV delete that design; Marker - Hydropower
05:14delete it; and the same for the Geothermal; and for the Biomass.
05:19Now if I move this dialog over here, you can see that the artwork on the art board here is still selected.
05:24So I can now click on this button here to create a new design. You can see now that
05:29artwork has been pasted here into the preview. I could choose to click on Rename,
05:34so I can give it a better name, I don't want to just call it new design.
05:37So I'm going to call it Marker and I'm going to put a hyphen here. I'm going to call this
05:40one Hydropower, now I'm going to click OK, and then click OK again to accept that value.
05:47Now I need to do this four more times to define markers for the other four that appear right here.
05:51This is wind, I'm going to marquee select, so I have this circle and the square both selected;
05:57go to the Object menu choose Graph>Design, remember I'm not ready to go to marquee
06:04yet, because I first need to define the artwork.
06:07Let's create the new design; see here that it gets previewed. Let's rename it, let's call
06:12it Marker - Wind, click OK. Let's go ahead now and select the next one. [00:06:201.68] Object>Graph>Design>New Design, Rename, Marker-Biomass, click OK and then OK again.
06:33Let's select the one for geothermal. Object>Graph>Design>New Design, Rename, Marker-Geothermal,
06:45click OK and then OK. Then finally highlight the last two elements here,
06:51Object>Graph>Design; let's create a new design; let's rename it Marker - Solar PV, click OK and then OK.
07:03And now we've define markers that we can now use inside of our chart.
07:06In fact we don't even need this artwork anymore. we can simply select all these and delete them
07:11from my document. I'll press the spacebar again to pan over to this part of the document.
07:16We are really zoomed in close, so it'll zoom out just a little bit here. I'm using Cmd+Minus
07:21or Ctrl+Minus on my keyboard to zoom out.
07:25Now let's go ahead and apply those markers to this chart.
07:29Now similar to the way that we styled the lines where we started off by selecting elements
07:33inside of the legend, we're going to do the same thing here. I'm going to use my Direct
07:37Selection tool, but I'm going to hold down the Option key on my keyboard. I'm going to
07:42click once on the square for hydropower right here, and then click again to now select all
07:47of those markers in that series. I am going to go over to the Object menu, scroll down
07:52toward it says Graph, and now I want to change the marker for that series.
07:56So I'm going to choose Marker.
07:58I'm not going to choose Marker - Hydropower, that's the one that we currently have selected,
08:03and click OK. Now if I deselect my chart you can now see that the rectangles or the
08:08squares that were on this series here have now been replaced with the circles that we've defined.
08:13So all we need to do right now is simply repeat for the other four data series; so Opt+Click
08:19or Alt+Click on the square once and then twice, go to the Object menu scroll down to where
08:25it says Graph, choose Marker, this is the data series for Wind, so we'll choose
08:30Marker - Wind, click OK, deselect the chart.
08:33Again, hold down my Option or Alt key, so that now I activate the group selection functionality
08:38for my Direct Selection tool, click once and twice on the Biomass data series.
08:45Object>Graph>Marker, choose Marker - Biomass, click OK, deselect, Opt+Click or Alt+ Click once,
08:56twice for geothermal. Object>Graph>Marker, let's go ahead now and choose Marker - Geothermal,
09:05click OK. Then finally deselect Option click once, twice for Solar PV, choose Object,
09:14choose Graph, go down to where it says Marker, choose Marker-Solar PV and click OK, deselect
09:22our chart . Does that not look beautiful? Look at that!
09:25So we now have added the customized markers for this chart, it's really starting to come together.
09:29Let's go ahead and now choose File>Save As to save our work.
09:34Let's rename this file as 04, click Save and then again click OK and we're just about done creating this chart.
09:40In the next movie we'll just basically clean up the text a little bit make it look a little bit better.
09:44Make sure that the values are correct and we'll have successfully added a
09:48second chart of data to our infographic.
Collapse this transcript
Finalizing the renewable energy chart
00:00So, the line chart for renewable energy generation is almost done. We just need to do a few things
00:05to clean it up and make sure the text looks great.
00:08In fact let's start with the dates or the years that appear across the bottom of the chart.
00:12If I press Cmd+Y or Ctrl+Y, this takes me to Outline mode. I can now see all the
00:18dates that appear across the bottom.
00:20I want to select these, so with my Direct Selection tool, I can hold down my Option key,
00:25and again that activates the Group Selection functionality. I can click once on 2011 and
00:30then I am going to click again.
00:32Now if you click too fast, what might happen is Illustrator will toggle to the Text tool.
00:37If that happens just switch back to your Direct Selection tool and then once again
00:41just click, pause for a second, and then click again; that will select this entire group of all these numbers.
00:47Now I am going to press Cmd+Y or Ctrl +Y to go back into my Preview mode.
00:51I am going to press Cmd+T or Ctrl+T to bring up my Character panel.
00:55Now I want to set this typeface to Chaparral Pro, but I want to use Regular; and I want
00:59to change the point size here, to 11.25, 11.25 points. I'll hit the Tab key here, and the
01:07Leading here should really be set to Auto as well.
01:10I'll make sure that the tracking is set to 0. I want it to be easy to read.
01:14And I am also going to click on this little triangle button here to expand the Character
01:18panel all the way, because I see that right now it's set to a Superscript.
01:22So, I want to turn that toggle off so now it appears as regular characters.
01:27It's simply set this way because the last time that I set something it had those settings,
01:31so we are simply picking it up from last time.
01:33And finally, I want to change the Color of the text to this Renewable green color,
01:37which is inside of the Energy color group.
01:40The second one here called Renewable. Now I've styled the text the way that I want
01:44to for the years that appear across the bottom.
01:46Let me go ahead now and click on the blank area to deselect this. I really have to
01:51style some things further. There are also parts of this chart that I really don't need
01:54right now. So, for example I am going to close the Character panel here for just a moment.
01:58I really don't need to have these lines appear for the axes, because I've kind of
02:02defined my own here in the background within the art of my infographic.
02:06So all I really want are the data series lines and the circles. I want the years across
02:11the bottom, and soon I am going to modify these labels as well.
02:14So in order to modify these elements or remove them basically, I can do one of two things.
02:19I can either select them or then set their fill and stroke to None, which means they
02:23just won't be visible, but they're there.
02:25But in doing so it allows me to keep my graph in an active state; I wouldn't have to ungroup
02:30my graph. That way if at any point I needed to modify the data, I can do so.
02:34But I don't have any intention here of modifying the data. Later on in our project, I am
02:39going to want to put each of these data series in their own layers.
02:42So I can choose to hide and show them at will.
02:45So really I am going to ungroup this graph, and that way, work with it as regular artwork.
02:50So I am going to switch to my Selection tool, and click just on really anything inside of
02:54the chart to select the entire group.
02:56I am now going to go to the Object menu nd choose to Ungroup.
02:59Now Illustrator is going to give me a warning saying that I currently have a graph selected
03:02and if I now go ahead and I ungroup this, I'm not going to be able to modify the data anymore,
03:07which is totally fine because I know what I'm doing here.
03:09I am going to click Yes. Now I basically have a group, but it's not a graph.
03:14So, I'm going to deselect this for a moment.
03:17I am going to go back to my Direct Selection tool. I am going to go start getting rid of some of these elements.
03:22Now there's some text here along the side, but remember I've created my own here,
03:25so I don't really need this anymore.
03:26I am going to hold my Option key, click once on the text, pause for just a second and
03:31then click again, and that it's now going to select all the elements inside of that group.
03:35I am going to press Delete, we don't need that anymore.
03:38I am now going to hold my Option key, click once on this line right here to select it,
03:42and then click a second time to select all the tick marks, and again press Delete,
03:46because we don't need that part of the chart.
03:48Let's come over here to this side. We don't need these lines either, so again, Opt+Click
03:53on the bottom line, and then Opt+Click again to select all the tick marks, and then delete that group.
03:58Finally, I have these elements here on the right side. Now I really don't need these
04:02lines whatsoever so I am going to hold down my Option key and I am going to marquee select all them at once.
04:08Click over here and drag straight down, I just want to make sure that I'm basically
04:12overlapping both the lines and the circles, release the mouse so they all become selected.
04:17I just want to make sure I am not going far enough to the right where the text is also
04:21selected, because I don't want to delete the text.
04:23So, I just now have the lines and the Circle selected and I'll hit the Delete for that as well.
04:28And now I am going to go ahead and style this text. I'm going to Opt+Click and drag down
04:33here to select all of these five text elements, press Cmd+T. Let's modify some of the settings.
04:39Now first of all it's currently set to the Superscript.
04:42Let's go ahead and turn that toggle off, in this case I do wanted to stay Chaparral Pro
04:46as Bold, but I am going to set the point size to 16 points.
04:49I'll hit the Tab key, and I'll click on this little triangle here to bring the pop-up menu
04:54to set the leading to Auto.
04:56I also want the tracking to be set to 0, and I'll close the Character panel.
05:01Now to make it a little bit easier to read and identify,
05:04I would like to match the color of the text with the color of each of the data series.
05:08So, for example for Hydropower I am just simply going to use my Direct Selection tool here,
05:13and select that Text Element and change its color and go to the Renewable Energy group
05:19and choose Hydropower.
05:21Let's do the same thing here for Wind; select Wind, choose the Wind Color; select Biomass,
05:29changes the Biomass color.
05:31Let's do the same for Geothermal and finally for the Solar PV as well.
05:40Now what I like to do is align the text here so that it kind of matches up we're these little circles are.
05:45So, I am going to make sure that my Direct Selection tool is currently selected, and
05:50let's go a head and deselect so that nothing is selected here.
05:52I am going to hold at my Option key and click once, pause for a second, and then click again,
05:57because all of these text elements are within the same group.
06:00And I'm simply going to drag it over here so that it is closer to where these dots actually are,
06:04but they are out of order.
06:06So, I am going to deselect and then I just simply take Solar PV, click and drag and hold
06:11the Shift key down, and drag it down to about here, let's click drag with the Shift key down here.
06:17I am going to click and drag on Hydropower and drag all the way up over here, click, drag
06:25and then hold the Shift key down to bring Biomass here.
06:28Other way if I keep the Shift key down, and now I click on the Wind, I am going to get
06:32both Biomass and Wind selected I don't want that to happen.
06:35So, I am always going to click first, and then as I start to drag I am now going to
06:39go ahead and hold on the Shift key and that will constrain movement to either vertical or horizontal.
06:45And now I have put that position as well.
06:47Of course you can select these and just kind to nudge them at the position using the arrow keys as needed.
06:52But we've now been able to successfully style the chart the way that we wanted to appear
06:56in our final infographic.
06:58Now the one thing that I want make sure that they were doing also is ensuring that our
07:01layer structure is correct.
07:03So, at this point what I am going to do is, I am going to click and drag our Layers panel
07:07out here; make it little bit narrow so we can actually see something that's going on here in our document.
07:15I am going to use my Selection tool to click and drag across all the elements that we just
07:19created here, so they all become selected.
07:22Now you'll notice that already have a layer here called Renewable Energy, so I want to
07:25move all the elements that are currently selected out into that layer.
07:28I'm going to look at the Chart layer at the a top here, where I see the small square
07:33that represents all the elements selected. I am going to use that square to move
07:37the artwork into the layer that I want, which is the Renewable Energy layer,
07:41which by the way is currently locked.
07:42So let me first choose to unlock it, grab a little square, drag it into the Renewable
07:48Energy layer, release the mouse, and then I'll choose to lock that layer again.
07:53Let's move the Layers panel back into where it was before right here, and we've completed this chart.
07:59Let's go a head and save our work, I am going to go to the File menu and choose Save As,
08:02we want to create a copy here, change 04 to 05, Save, hit OK and our infographic is really
08:10now starting to take shape.
08:12Now as I was creating the sketches originally for this infographic, I realize how large
08:17of a gap there was between Hydropower and Wind.
08:20So, rather than just have an empty space here, I thought I would take some extra data that
08:24helps us better understand not only how renewable energy is being used in United States.
08:30But how does that compare with global use of renewable energy as well?
08:33So in the next movie we are going to focus on adding a table that adds that information
08:38in this blank area that appears at this part of the infographic.
Collapse this transcript
Adding a table using threaded text
00:00So we're now ready to add a table to this infographic and it's going to go right here
00:05in this position where I've created already a background for it.
00:09Just to see what the final result is going to look like, let's jump over to the PDF file
00:13here and see exactly what we're trying to do.
00:16We want to create like this table; we want the colors to match the same way we've been
00:20using the colors in the other chart.
00:22So that basically for every type of renewable energy, we can see which countries have the most capacity installed.
00:29So let's return back to Illustrator, I'm working in this document that we have save before
00:33renewable_energy_05. I'm going to zoom in just on this part of the document, so Cmd+spacebar
00:38or Ctrl+spacebar, click and drag around just this rectangle, so that it fills our screen.
00:44Now in previous movies, what we've done is we've simply added some artwork to our document
00:48and when we're done we then dragged or move those elements into the correct layer, but
00:53if you already have layers setup like we do have inside of this document, it is possible
00:58to indicate to Illustrator which layer you want new artwork to be put into.
01:03So if I look at my Layers panel, the layer for this chart over here is called Global
01:08--and I can actually double check that by toggling the visibility of it on and off--and you can
01:12see that currently right now it's locked.
01:14So I'm going to unlock that layer and then I'm going to click on the layer.
01:18By the way, take a look over here on the far right side of this layer and it's got a little
01:22triangle that appears in the upper right-hand corner that indicates that any new artwork
01:27that I create is going to be drawn on this layer. Just to show you if I click now on
01:32this layer here called chart, you can see the triangle now moves here; this again indicates
01:36to me that if I start creating a new piece of artwork, it's going to now go on that layer.
01:41So I'm going to click on Global and that any artwork that I create will be added to this layer.
01:47Now by unlocking a layer that also means that I can select other elements on that layer,
01:52which may get in the way.
01:53So I don't want that to happen, so I'm going to actually toggle open the layer. I can
01:58see that now there is a single group on that layer. I'm simply going to click over here
02:01on this blank area to lock the elements or lock that group.
02:05So now I can click over here and it won't allow me to select those objects and that
02:09means that I'll have an easier time adding the table now.
02:12But because this layer currently has that little triangle in it that means that any
02:17new piece of artwork are going to appear within this layer. So let's get started adding the table.
02:23I'm going to be pulling the text from this table from a separate Microsoft Word file.
02:27So if I actually go over here to Microsoft Word, you can see that I have all the text here.
02:31I'm basically going to copy and paste it from here.
02:35The file itself actually appears in the exercise files, so if you're not going to be using Word,
02:40you can place it directly from there.
02:42The way that you do that is simply go to the File menu, choose Place, go to the Copy folder
02:48and then there you have this top_countries_list file, which you can now place into Illustrator.
02:54If you click OK it will appear as a new frame basically a text inside of the document,
02:59which you see right here.
03:00But I'm going to go ahead now and delete that, because like I said before, I'm going to be
03:04copying and pasting it directly from word.
03:06So I'm going to start off with creating a box.
03:08Now in reality there are several ways to create a table that looks like this, but I'll also
03:13be the first person to tell you that probably the best application to use for creating anything
03:17around tables is going to be Adobe InDesign.
03:20InDesign has a fantastic table feature and it is incredibly powerful.
03:25However, we're building this inside of Illustrator, so we'll try to do is best as we can.
03:30You want to be as efficient as possible.
03:31There is a way to simply take a rectangle, I'm just going to simply click and drag and
03:35draw a rectangle here, and go to the Object menu, go down to where it says Path and choose
03:42something here called Split Into Grid. Here I have the ability to specify a number
03:46of rows, let me click on the Preview button here.
03:48So for example for this grid I would want six rows and I would want five columns.
03:54I can specify exactly how much space should appear and the gutter here between them.
03:59I'm going to leave it set to for 0 right now and I can click OK and that goes ahead now
04:03and creates all the separate boxes.
04:05However, it's going to be harder to manipulate this later on in the workflow. I'll press
04:09Delete here for a moment. I can start again with a rectangle. I can then select my Type
04:15tool and I can click basically right on the path. You can see that little circle appears
04:21around my icon and when I do that this rectangle now becomes area text object where I can actually
04:26put text inside of it.
04:28For example, I can start typing some words here that is happened to be colored a very
04:31light gray color. I'm actually going to hit Cmd+A or Ctrl+A to select all my text
04:36and change the color here to black, just so you can see that I have typed in some lovely
04:39letters here. But if I switched to my Selection tool,
04:42now this area text object is selected, I could go to the Type menu and choose something called
04:48Area Type Options and here I can again specify a number of rows, so for example maybe 6 rows and 5 columns.
04:57Once again I have the ability to also choose a gutter.
05:00But if I click on the Preview button, I can see that it kind of breaks at apart here.
05:03The selection color is yellow for this layer, so that's why it's little hard to see.
05:08My problem here is that I haven't created distinct objects, so I've created basically
05:13the closest thing to a table that Illustrator will allow me to create, but that means I
05:17won't be able to actually select any of those as individual objects, so I can give them
05:21different colored backgrounds, which is what I really want to do.
05:24So I'm going to click the Cancel, I'm simply going to hit Delete to get rid of that object.
05:28I'm basically going to create a set of different boxes. I'll try to create them
05:33in an efficient way, which I can then kind of sew together, so that I can easily float
05:37text across it all, but then I also have the ability to modify their colored backgrounds
05:42to give me the effect that I'm looking for.
05:44So I'm going to start by simply creating a rectangle. I'm going to click over here on
05:48the Rectangle tool. I'm going to right about over here, again it does make a difference
05:51at this point what the final position of it is going to be, because I could always move
05:55it later. I'm simply going to click once with the mouse to bring up the Rectangle dialog box.
06:00I want to create a rectangle that is going to be 1.25 inches in width.
06:06I'll hit Tab key, this will bring me to the height field and I'll type in .25
06:09or quarter of an inch for the height and simply click OK.
06:14Don't worry about what color it is, because we're going to change that later.
06:17I'm going to need a lot more of these rectangles. If I jump back here to the PDF for a second
06:22what I'm really focused on here is the first set. So we're going to be talking about hydropower here.
06:26So I really want to focus on this set of rectangles and as you can see the top one
06:31is a darker color while there is kind of lighter shade background for these.
06:34So I'm going to focus on first creating the first set of rectangles that I need,
06:38then I'm going to go ahead now and simply duplicate that for all the others.
06:41I also want to point out that there is a little bit more space between the first box,
06:45which is a darker one and the other ones. The same thing applies also between each of the sets.
06:50There's actually two points of space between these areas and only one point of space here.
06:55So I'm going to switch back to Illustrator and let's go ahead and create that.
06:58I'm going to take this tool right here, the Selection tool, and I'm going to hold down
07:02the Cmd key or Ctrl key.
07:04Now the reason why I'm showing this to you is because right now I have the bounding box
07:08option turned on. That does make it easier to work inside of Illustrator under many
07:13circumstances, but if I want to grab this particular rectangle by its corner, doing so will actually resize it.
07:20But what I really want to do is I want to create a duplicate of this, but I want it to
07:23snap based on the area that I selected. So that's why hold down the Command key, which temporarily
07:29gives me the Direct Selection tool, and when you're using the Direct Selection tool the
07:33bounding box is not applied.
07:34So I just want to show here's really quick way of working inside of Illustrator.
07:38You don't have to really worry about constantly moving between the Selection tool and the
07:42Direct Selection tool, because whenever you hold down the Cmd or Ctrl key on your keyboard,
07:47Illustrator simply toggles to the other. So right now my Selection tool is active Cmd
07:51or Ctrl actually changes to the Direct Selection tool. Should I have the Direct Selection tool
07:56active and I really want to access the bounding box, pressing and holding the Cmd key
08:01switches me temporarily to the Selection tool and now the bounding box is active.
08:05But in this case here I find myself usually working now with the Selection tool, so I
08:09want to make sure that I can grab just a corner here and move it not resize it.
08:13So again with my Cmd or Ctrl key down, I'm going to click on this point right here
08:17and I'm going to start dragging down.
08:20You'll find that Illustrator smart guides will kind of force the cursor to snap and
08:24you can see over here I've kind of moused over this anchor point here. That indicates
08:29to me that right now this object that I'm dragging is going to be right here snapping
08:33to the very bottom of the first shape.
08:35But what I want to do here is not just move the shape, I actually want to copy it.
08:39Before letting go of the mouse, I'm also going to hold down my Option key. You can see now
08:43that my cursor has doubled; this means that I'm now taking a copy of my object.
08:47And just to be sure by the way, you can just kind of get use to this, also hold down the
08:51Shift key, because that allows me to constrain or move this down perfectly in a vertical fashion.
08:56So basically what I have right now down on the keyboard are my Cmd, Opt, and Shift
09:02keys that's on a Mac, if you're on a Windows that would be the Ctrl, Alt and Shift keys.
09:07Now I'm going to let go the mouse and I've created a duplicate of this object.
09:11I'll move my mouse away here for a second. I really need to have six boxes in total;
09:16one serves as the header and then it list five different countries underneath it.
09:20I've created two of the six. I need four more. I want to basically do the exact same thing.
09:24I'm going to use the keyboard shortcut in Illustrator called Cmd+D or Ctrl+D.
09:29An easy way to remember that is D stand for do it again and I'm going to press it four
09:34times; so Cmd+D once, twice, three times and then four times.
09:39So now that I have created all the boxes that I need, I'm going to click and drag to marquee
09:43select all them. I want to ensure that I have exactly one point of space in between each of these.
09:49Now I could start nudging them around then moving them, but I want to show you a nice
09:53little feature that is kind of buried inside of the Align panel. It can help you focus
09:57on aligning objects with a certain amount of space in between them.
10:02I'm going to go to the Window menu and I'll choose to open the Align panel, let's kind of move it over here.
10:08By default when I look at the Align panel, I'm looking at something called Align Objects
10:12or Distributes Objects.
10:14When you're working with the Align panel you usually focused on objects, meaning take all
10:18these objects and align them to the left or center them.
10:22But actually I don't want to align the objects I want to align the space between the objects.
10:26I want to make sure that there's a consistent amount of space between these objects.
10:30If I click on this little up and down triangles to the left of the word Align that toggles
10:35the various states of the Align panel. If I click on it twice I will now see that
10:39there's a new setting here at the bottom called Distribute Spacing, not Distribute Objects,
10:44but Distribute Spacing. That means that I can have focus on the amount of space between these elements.
10:50Now the important thing to realize with this feature is that many people kind of see that
10:53this area is grayed out, so it doesn't make a lot of sense; it seems non-intuitive.
10:57Well, let's think about this for a moment.
10:59I want to make it so that there is exactly 1 point of space between each of these objects.
11:04So that means that one object is going to stay in the same location that it's at right now,
11:08and all the others are going to adjust accordingly so that there is now that added space.
11:13The problem is that because I have multiple objects selected, Illustrator doesn't know
11:18which of those objects should be the stationary one, which is going to stay where it is.
11:22So what I need to as a user is somehow give Illustrator a clue. I have to define what's
11:27called the key object, meaning this is the object that's going to remain stationary and
11:32all other objects are now going to move, so that they now have the exact amount of space in between them.
11:39So with all these objects selected I'm now going to simply click on the top object.
11:44I haven't held on the Shift key when I did that, I simply click on it.
11:47And notice now it has the much brighter or darker outline around it indicating that this
11:51is now a key object. When I've done that this field that now becomes highlighted or available.
11:57I am going to type in a value; basically I want to type in the amount of space that
12:02I want to appear between each of my objects. I'm going to basically click on this and
12:05type in 0p1, hit the Tab key to accept it, Now I'm going to choose this option here.
12:12I want to vertically distribute the space. Click on it once and now all the objects have
12:17exactly one point of space between them.
12:20I am going to close the Align panel, because I don't need it anymore and actually I'll deselect this.
12:25I really want two points of space to appear between the top one and all the others.
12:30I'm simply going to select this one and just hit the Up arrow once to move it an extra
12:34point up. I can do that because my keyboard increment, and I can see that by pressing Cmd+K
12:39or Ctrl+K, is currently set to one pixel or one point--it's pretty much the same thing--
12:43but of course you can always change that if you need it. So I'm going to click Cancel.
12:47I've basically created the first set here.
12:50Now there are five types of renewable energy, so I need four more sets that look just like this.
12:54I'm going to go ahead now and select these six of them right now just by marquee
12:59selecting them. I am pretty much going to repeat what I did before. I am going to
13:02hold down my Command key, I'm going to click on this anchor point right here and I'm going
13:07to drag over to the right and while I do so I'm going to add now on my keyboard the Opt and Shift keys.
13:14So again I'm holding Cmd+Option+Shift on the Mac or Ctrl+Alt+Shift on Windows.
13:20Now I'm going to snap it right here to this anchor point, let go the mouse.
13:23I want there to be two points of space, so I'm simply now going to hit the right arrow
13:28two times and then I'll repeat this Cmd+Click, add the Option and Shift keys, so it snaps
13:35to the right side here, let go over the mouse, let go over the Cmd+Option+Shift keys,
13:40Tap the right arrow two times and let's do this two more times; bring it over here and
13:47then bring this over here.
13:48I am now simply going to select all of these and just use the arrow key in my keyboards
13:55to optically center it kind of in this box right here, that looks great.
14:00So now what I need to do though is convert all of these to text frames. In Illustrator
14:05we have two kinds of text objects; we have point text objects and we have area text objects.
14:12The beauty of working with area text objects that you can create something called a thread.
14:17That means that you can have multiple objects, but you can have a single story of text that
14:21flows through all of those different text objects.
14:24So we can actually accomplish this in one fell swoop by going over to the Type menu
14:29and choosing Threaded Text>Create.
14:32This is now going to do two things; it's going to convert all these elements into area text objects,
14:37it's also going to define a thread. So that I can easily flow text from one shape
14:42to the next. So I'll choose here Create and you can see that Illustrator now has also
14:47turned this to be filled with no stroke and no fill; that's just default behavior whenever
14:51you turn a shape into an area text object.
14:54Let's actually go ahead now and put the text into this. I'm going to deselect it. I'm going
14:58to head over to Microsoft Word here for a second.
15:00I am simply going to go ahead now and place my cursor here and press Cmd+A or Ctrl+A,
15:05Cmd+C or Ctrl+C to Copy. Let's switch back to Illustrator.
15:08I can't really see where those are. I can kind of mouse over them with smart guides.
15:12If I do that, I can also press Cmd+Y or Ctrl+Y to go into outline mode.
15:18But let's kind of stay here. The yellow is not too hard to see.
15:20I'm going to use the Type tool here to mouse over the first object and click on it.
15:25That's going to now select it and I am simply going to press Cmd+V or Ctrl+V to paste my text in here.
15:30Now the text itself is not centered perfectly inside the boxes and it's also not styled
15:35exactly the way that I wanted to look, so first let's change the font.
15:38I'm going to click on the word Hydropower right here, so I get a blinking cursor.
15:42I'm going to press Cmd+A or Ctrl+A to select all my text. Because this is now a thread,
15:47I could very easily select all my text in this way. I already have a character style
15:52that I defined in this document. So I could make it really easy for me to just simply
15:56change the text the way that I want it to look.
15:59So let's go to the Window menu, scroll down all the way to the bottom where it says Type
16:03and then choose Character Styles. I have a style here called Table-Header and Table-Text.
16:09I'm going to hold down my Opt key or the Alt key and I'm going to click on Table-Text.
16:13By the way, the reason why I'm holding down the Opt key is because that allows me to clear any overrides.
16:18Let me move the panel down here for just a moment, because in my Word document I actually
16:23had some extra returns that appear between each of these and I don't need them.
16:27So I'm actually going to put my cursor right here right before the letter G. I can use
16:31my little arrows in my keyboards to move back and forth. I'm simply going to press Delete
16:36or the Backspace key to get rid of that extra return.
16:39Again I can use my down arrow to navigate down here in the list, right before the word wind;
16:43kind of delete that space that appears before it as well. Let's kind of move down
16:48again before the word Solar PV, let's delete that space. Then do that before Biomass as well.
16:54So I have styled the text correctly, but I also want to text to kind of sit more towards
16:58the middle of this. I'm going to accomplish that by defining something called inset.
17:03This is something that you can do with area text. It does not work with point text, because
17:08obviously we don't have a shape to apply the inset to.
17:10But I'm going to switch to my Selection tool. I'm simply going to click and drag here
17:14to select all these elements. I'm going to go to the Type and choose Area Type Options.
17:20Where it says Offset there's a value here for Inset Spacing, which I'm going to click
17:25on up arrow once to set it to basically a 16th of an inch, which would really be .0625;
17:31but Illustrator only displays three decimal points, so it's kind of rounded up to 063 and I'll click OK.
17:38So now we see that the text is actually sitting more towards the center of each of the frames.
17:43Now let's go ahead and apply the color.
17:45I am going to switch now to the Direct Selection tool, I'm going to click over here to deselect.
17:51Here's the thing about working with area text objects;
17:54when you normally select an area text object by clicking on the text, that one object is
17:59now selected. However, Illustrator assumes that I want to change the color of the text
18:04not the frame that it's in.
18:06If I wanted to change just a frame fill color, I would need to deselect and click only on the path itself.
18:13Now I want to do several of these at once. What I'm going to do is I am going to position
18:16my cursor right over here, I'm going to hold down my Opt key or the Alt key to
18:21turn it into the group selection tool. and click and drag down basically. just like this.
18:26That's going to select all the frames for each of these objects, but not the text.
18:31You can see over here that my fill and stroke indicator are currently set both to None.
18:35So I know right now that the right parts of my objects are selected. Because this is
18:41hydropower, I'm simply going to change the fill color here to that Hydropower color, which
18:45is inside the renewable energy group. Let's do the same thing for the others. I'm going
18:49to go ahead now and basically position my cursor right about over here, hold down my
18:53Opt key, click and drag down, basically just select all of these change, their fill
18:59color to geothermal. I'll repeat for the Wind, Solar PV and Biomass as well.
19:04If you're not really sure where to start dragging, smart guides is really helpful as
19:08you kind of mouse over where the shape is, you kind of see where the end is. Kind of position
19:12your cursor right above over there and then Opt+Drag down to select them.
19:16Let's change the fill color here to Wind, let's do the same here for Solar PV.
19:26Then finally for the Biomass one, this is actually easier to do, because I can actually move
19:30that over here, Opt+Drag, select all those, change the color to Biomass.
19:37Now what I would also like to do is change the tint value of the boxes that are listing
19:42the actual countries themselves.
19:44So I'm just going to go ahead now and click and drag to select just these.
19:48I don't want to click on the text, I just want to select the actual frames themselves.
19:53Inside the Color panel, let me go ahead now and toggle this a few times, so I can see all
19:57the settings. Because this a global color I can assign a tint value.
20:01I'll choose a tint value of 50%, hit the Tab key and I'll do the same for the other
20:06colors here as well. I'll go ahead now and select these, specify the tint value of 50%.
20:13Let's do this for other ones as well. Do this for Solar PV and for the Biomass one.
20:29We are almost done here. All I'd really like to do is kind of again find some way to make
20:37the actual headers stand out a little bit more. I've already accomplished that somewhat
20:41by tinting back to color of all the countries themselves.
20:46So I'm going to put my cursor here in the word Hydropower. I am actually going to double-click
20:49to select the entire word. Then in the Character Styles panel I'm going to Opt+Click
20:54on Table - Header. I'll do the same for the other ones, double-click on the word Geothermal
20:59Opt+Click on Table - Header, double-click on the word Wind, again choose Table - Header.
21:05Now if I just double-click on the word Solar, only the word Solar becomes selected. So it's
21:11important to realize that when you just basically use the Text tool to click once it places
21:15the cursor wherever you clicked.
21:17If you double-click it means that it selects that word; but if you triple click it actually
21:21selects that entire line. I'll go ahead now and Opt+Click on Table-Header and then
21:28double-click on the word Biomass, assign the Table-Header character style to that as well.
21:33We can close the Character Styles panel, switch to my Selection tool, let's deselect this
21:39artwork, and zoom out just a bit, and see that we've created now a beautiful table in this
21:46part of the infographic.
21:47On top of that, if I go over here to the Layers panel, I'm just going to double-click to open it,
21:51all the elements that I created are already on this layer. I can actually just close it.
21:57Click on the icon here, it's actually lock that entire layer and I'll go to the File
22:01menu choose Save As, let's change the number here to 6, click Save, click OK on this dialog box.
22:10The entire top portion of our infographic is now complete.
22:15At this point, we're ready to focus on the bottom half. We'll start doing that in the next movie.
22:20
Collapse this transcript
Creating a solar-panel-pattern background
00:00So, now we are ready to focus on the lower half of the infographic. As you can see
00:05it focuses on two specific areas, Solar Energy and Wind Energy.
00:09Now I am going to toggle to the final PDF here for a moment, because you can see that
00:13behind the Solar Energy and Wind Energy boxes there is this nice little background.
00:18For the Solar Energy one I have what looks like a solar panel; and then for the Wind
00:22Energy one we have some waves.
00:24So in this movie we are going to cover how we can add both of those.
00:27The Solar Energy one is one that we are going to create on our own from scratch.
00:31The Wind Energy one is one we are going to take from some of the patterns that ship with Adobe Illustrator.
00:35Again, when you are using Illustrator it's really important to realize that to be efficient
00:40you don't always have to create your own artwork.
00:43It's very easy to take or repurpose either clipart or some sample art that comes with the program.
00:49So let switch back to Illustrator and get started.
00:51Now the first thing I want to do is I want to create the Solar Energy background.
00:55That's basically taking a solar panel, and putting them into a background.
00:58I have a pretty good idea about what a solar panel looks like, but just to be sure, I actually
01:03went online. I went to Google search and I typed in solar panel and searched on images.
01:08It gave me some good reference materials to know how it should look.
01:11Again in this case here, I'm using it as a graphic in the background.
01:14So even a general idea is going to be good enough for me, but it's always helpful to
01:17do some research to know how something it actually looks.
01:21Now in older versions of Illustrator, meaning CS5 and prior, creating a pattern required
01:26you to first create your artwork and then drag it into the swatches panel. You had
01:30to visualize how it was going to repeat.
01:32So quite often you were doing that process over several times until you got it right.
01:35But with Illustrator CS6, Adobe added a pattern definition feature, which makes it really
01:40easy to create patterns.
01:42So I am going to go over here to the Object menu, I am going to choose Pattern, and then
01:46I'll choose Make and two things happen.
01:49First of all, Illustrator gives me this dialog box, telling me that a new pattern has been
01:52added to the swatches panel. That's great, I am just going to click OK.
01:56But you can see now that everything else in my document seems to have disappeared.
02:00This is because I'm now in some kind of an isolation mode.
02:04I am defining a pattern.
02:05So, everything else in my document seems to temporarily go away.
02:09Even if you take a look at my Layers panel, you can see that I am now in isolation mode,
02:13dealing specifically with this pattern.
02:15Another panel also opened up in my screen called the Pattern Options panel.
02:19This is going to allow me to specify certain options when working with my Pattern.
02:23Now you can see that I have this blue box over here, this outline that appears in the
02:27middle of my screen. That defines the repeat area of my pattern.
02:31I am going to go to my Pattern Options panel.
02:33I am going to make a few settings here. First of all I am going to change a name of this.
02:36Since these are the cells, I am actually going to call this one Solar Cells.
02:40Next I wanted to find the exact repeat area of my own.
02:43I am actually going to use a value of 1 and 8 inches, so that's 1.125, I'll hit the tab key,
02:49and type in 1.125 and tab again.
02:53Now I want to draw a rectangle, so I am going to take my Rectangle tool.
02:56I am going to click over here, and I want to create an exact 1 inch x 1 inch squares.
03:00So, let's type in 1 inch, 1 inch, and click OK. A few things have happened here.
03:06First of all Illustrator will automatically put my square right now in that little repeat area;
03:11That blue box does not actually print, its just identifying what the repeat area is.
03:16But Illustrator has also created multiple copies, so that I can preview how my pattern
03:20is going to look when it steps and repeats over and over again in the background.
03:23I am actually going to change the Fill color of this to be Black and the Stroke should be set to None.
03:30You can see that the copies that Illustrator is creating are dimmed back. They are currently
03:35set to be Dim back 30%. I think the default value is 70% inside of Illustrator. I would
03:40like to use a lighter color so I can easily make a difference between what I am actually
03:45working on, what my artwork is, and the ones that Illustrator is just previewing for me.
03:49By the way, where it says, Copies here is currently set to 5 x 5; that's Illustrator showing me
03:555 x 5 is the background, again almost like 5 repeats of my pattern.
04:00I can change that by clicking over here on these options. If I do 1 x 1, all I'm really seeing is my artwork itself.
04:06So I am actually going to use this setting for now, because I want to focus purely on my artwork.
04:11I don't really care about the repeats yet. I'll be using that preview a little bit later
04:15to make sure that what I'm creating does create the pattern that I intend.
04:19Let me zoom in a little closer in this artwork.
04:21I am just going to press Cmd+ spacebar or Ctrl+spacebar, and zoom in on this.
04:27The first thing that I want to do, is I want to kind of chisel off some of the corners here.
04:30I'm going to do that by creating another rectangle. I'm actually going to Opt+Click on the
04:34center point right at this rectangle.
04:36I am going to create a rectangle that measures one and a quarter inches square.
04:41Then I'm going to double-click on the Rotate tool and rotate it 45 degrees, and click OK.
04:47Next I'll switch to my Selection tool and I'll marquee select both of these rectangles.
04:52I basically want to chop off the corners here and get rid of the parts that I don't want.
04:56I would be using the Shape builder tool on the normal circumstances, but the shape
05:01builder tool doesn't actually work when you're in pattern definition mode.
05:05So I am going to have to resort to the regular pathfinder Command.
05:07I am going to go over to the Window menu, I'll scroll down to where it says Pathfinder
05:12and I'll choose the Divide option. That will kind of chop everything up into visual pieces.
05:17Now I could use my Direct Selection tool to go ahead and select these elements and delete them.
05:28So now--so with last one here--that leaves me with a shape that I'm looking for.
05:33There is one more thing I want to do.
05:34I want to create two vertical lines that go though the middle; and again, by looking at
05:38Solar panels in my Reference Material, I know that that's how they appear.
05:42So I am going to take my Line Segment tool, I am going to start here. Because I have Smart Guides
05:46turned on, it's easy to snap to this anchor point here.
05:49I am going to click and drag down holding the Shift key until it snaps to the second anchor point.
05:55Now I am going to change the Stroke color here to White.
05:57I am also going to change the Stroke weight to 2 points.
06:00Now I want to nudge it over just a little bit from here.
06:03I know that my keyboard increment is set to 1 pixel or 1 point, so I am just going to tab
06:07the right arrow key in my keyboard a few times to move it over.
06:10I'm going to keep count of it, remember each time that I tap its 1 point;
06:14so, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10. That actually looks pretty good.
06:18So I'll take my Selection tool here, I'll press Command, click on the anchor point, hold
06:23down my Option and Shift keys, drag them over to that right side of this over sort of here
06:28so it snaps to this anchor point, release the mouse, let go with the modifier keys,
06:33and then tap my left arrow the same number of times 1, 2, 3, 4, 5, 6, 7, 8, 9, 10.
06:38I am actually going to select both of these right now and I am going to choose to go to
06:43the Object menu, Path and Outline the stroke and this converts those two lines that I've
06:49created and converts them to filled objects.
06:52I can also combine them into one shape by going to the Object menu, choosing Compound Path, and then Make.
06:58Now the reason why I've done that is because I can now select this background object.
07:02So now I've basically have two objects selected. I can go back to the Window menu and open
07:07my Pathfinder panel and I could choose this option here called Minus Front.
07:11By doing that I now basically, get rid of these areas right here so they are filled with None.
07:17At this point I am just going to click over here to deselect my pattern. I am going to
07:20zoom out just a little bit here.
07:21So I can see more of my screen. Now I want to turn those Copies back on, let's go back to 5 x 5.
07:28Now I can preview how that pattern is going to look when I use it as a fill inside of some kind of a shape.
07:34So, well actually it looks great.
07:35I'm happy with the way that it looks.
07:36I can now go to this gray bar here at the top of my window, and I can choose Done.
07:41So there, that's all it was.
07:43I now have defined a pattern inside of Illustrator. If I look in my Swatches panel, I can see
07:47over here that I have the Solar Cells Patterns Swatch.
07:50So I am going to zoom out just a bit here, Cmd+Minus or Ctrl+Minus. I want to
07:55select this shape right here, which is the border around the Solar Energy part of the infographic.
08:01What I'd like to do is put the pattern fill into this shape.
08:03So I am going to go over here to Fill icon and choose the Solar Cells patterns for this shape.
08:10Now I actually defined this pattern as black. So why does it not appear that way right now?
08:15In fact in your screen it may appear as black.
08:17So, let's take a quick look at the Appearance panel.
08:19I'm going to double-click on the Appearance panel.
08:21I'm going to actually drag it out there, so we can take a better look at it.
08:25And you can see that right now this object here has a full strength stroke, but it has
08:31a fill which I just defined, but that fill has its own Opacity, which is set to 5% and Multiply.
08:37I am actually going to go ahead now and click on the word Opacity, set its Opacity back
08:42to 100 and set its Blend mode back to Normal.
08:46So this might be how you actually see this when you apply it, but in any case, I just
08:52want you to learn how to be able to do this, because what I'm basically focusing on here
08:56is the ability to actually color a Fill and a Stroke completely different.
09:00You see I want my stroke to be full strength, I want it to be a nice solid orange. But the
09:04background should be tinted back. I don't want it to get in the way of everything else.
09:07It makes everything else hard to read.
09:09So in my Appearance panel I can basically toggle the button here for the Fill to see
09:13the Opacity setting, click on the Opacity setting, and of course anything that I change
09:17now applies specifically to the Fill not to the Stroke.
09:21So I want to change my Opacity to 5% and I am going to change the Blend mode to Multiply.
09:27So now I can move my Appearance panel back over here where it belongs next to the Graphic Styles.
09:33I have successfully been able to add a pattern background for the Solar Energy.
09:37Now let's focus on the Wind Energy part.
09:39You know as I said before, you don't have to feel pressure to always create everything
09:44from scratch inside of Illustrator.
09:46Being an efficient designer is all about trying to find ways to repurpose things or to customize
09:51them the way that you might need.
09:52I'm going to go to the Swatches panel because Illustrator actually ships with many libraries of sample patterns.
09:58If I click on the Library icon right here, I can see that there are different color swatches.
10:03There are also patterns here, things for Basic Graphics or Decorative, and I look through
10:08a few of these and there are actually some interesting patterns that might work well
10:11for Wind Energy inside the Decorative Legacy library.
10:15Just to show you by the way, there is also an entire library here called Vonster Patterns.
10:20These are actually created by Von Glitschka, who has a course here at lynda.com called
10:24Drawing Vector Graphics.
10:25If you haven't seen it, I highly recommend you that take a look at it.
10:29But in our case here for our example his patterns don't really fit that well.
10:32So I am going to choose the Decorative Legacy library.
10:36Now this is an external library, meaning that these swatches now are not part of my existing
10:40document. But if I click on any of these swatches, for example there's one here called Waves Smooth Color.
10:47If I click on it, you can see that Illustrator now adds it to my Swatches panel.
10:51So now I can close it. I don't need this anymore. I can select this object right here, and for
10:57its Fill, I can now choose that Wave Smooth Color pattern.
11:01Again, if I look at my Appearance panel now, I can see that the fill has its own Opacity setting.
11:05It's set to 20% Opacity and also set to Multiply.
11:08So again, it lets that nice waves pattern fade to the background and it doesn't get
11:13in the way of everything else.
11:14So at this point we've been able to create two pattern backgrounds to add a little bit
11:18of extra flavor to this part of the infographic.
11:21We created a Solar panel from scratch, and we used some of the sample patterns to help
11:26us be a little bit more efficient as well.
11:28So let's go ahead and go to the File menu and choose to save this document. I am going
11:32to choose Save As, let's name this one 07, click on the Save button, and then in the
11:37dialog, click OK. We are ready to start adding some charts that cover both Solar and Wind Energy.
11:43
Collapse this transcript
Adding graphical data points for wind and solar
00:00As we discussed earlier in this course, there are times when it's probably best to not display
00:05data in some kind of a chart or graph, but to focus on one specific data point and then
00:10apply some kind of graphical treatment to it to help draw the eye to it.
00:15If we switch back to the final version of infographic, the PDF document, you can see
00:19that after SOLAR ENERGY I've kind of focused on here what the Average cost might be to
00:23install a Solar PV system in a home. I also called out this data point for WIND ENERGY,
00:28how California is leading the US in that department.
00:31So let's see how we can create these graphical data points in our own infographic.
00:36I am going to switch back to Illustrator and let's start with the solar aspect of it.
00:40So I'm going to zoom in a little bit closer here on this part of the document.
00:43The first thing I want to do is I want to change the type treatment here. I want to kind of
00:47raise the level of how much the cost actually is.
00:50So I'll switch to my Type tool and I'm going to triple-click one, two, three to select
00:54basically that entire line, Cmd+X or Ctrl+X to cut it and I'll just click on a blank area right here
01:00with the Cmd key to deselect that text object.
01:04Then click to define a new text object and Cmd+V or Ctrl+V to paste.
01:09There is an extra line here; I'm simple going to delete that.
01:12I'll switch to my Selection tool, drag it over here into the house and change its color to white.
01:21Now I want to increase the point size on this, I'm going to use the keyboard shortcut Cmd+Shift+>
01:25and or Ctrl+Shift+> if you're on Windows.
01:30So make it nice and big, around that big.
01:32I'm going to switch to my Text tool and just highlight the dollar sign and open up my Character
01:37panel and specify that should be a superscript.
01:40I actually see that I have some more room to make this text a little bit bigger,
01:45so I'll go ahead now and select the whole thing and click again on the Character panel here
01:49and change the point size to may be 38 pt.
01:52Yeah, that should be just fine.
01:54The letter k does not need to be bold or as big, so I'm simply going to highlight the k,
01:58change its typeface from Bold back to Regular and maybe change that to about 30 pt.
02:05That looks pretty good.
02:07I can actually just optically nudge it so that it fits nice inside of that little house;
02:12maybe just bring it up just a drop here.
02:14I still want to add something little bit more to this.
02:17Doesn't really have a border around this, but I want something to be able to lead the
02:20eye to this graphic and kind of define almost a border in itself.
02:24I thought you know, initially, houses have a white picket fence around it, but
02:28I wanted to do something little bit more interesting than that.
02:31So I went perusing through some of the libraries that Illustrator comes with in regard to symbols.
02:37So I'll go ahead to the Symbols panel and you can see that I have a symbol here called Grass 4.
02:42I actually found that in one of the libraries that come with Illustrator.
02:46Again if you click on the Library icon right here, you can choose Nature. In Nature
02:51if you scroll through you'll see that there is one here called Grass 4 and I basically
02:56just added that by clicking on it to this document.
03:00Now that I have this symbol here, I can actually just take it and drag it out onto the Artboard.
03:05Now I'm going to switch to my Selection tool here and I'm simply going to create several copies of this.
03:10I can click basically and drag while holding the Shift key and also the Option key.
03:15Because I have Smart Guides on it will snap right here to the end.
03:19Then once I've created one of them, I can now press Cmd+D or Ctrl+D a few more
03:23times so now that I have a total of 6 copies.
03:27I'm actually going to select all of these 6 copies right now by Shift+Clicking on them all.
03:31Cmd+G or Ctrl+G to group them and now I'll go ahead and just nudge it into position.
03:38That looks kind of nice.
03:39I'm actually going to take this text right here, kind of bring that down just a little
03:43bit so that it's kind of on the same baseline as the 20k value.
03:47I just want to make sure that all of these elements are grouped together. So an easy
03:51way to do this by the way, instead of Shift+Clicking on each of the individual objects is to Marquee
03:55select everything, but just remember that my background is not locked.
04:00So if I were to start dragging from right about here and click and drag across all these,
04:05then all of these elements plus the background become selected.
04:08So now I can hold down my Shift key and then click on the background to deselect that.
04:12Now only these elements are selected. I can press Cmd+G or Ctrl+G to turn this into a group.
04:19Now I've created a beautiful graphic focused on this one data point.
04:23Let's move over here to the Wind section and focus on how we'll do this with the state of California.
04:29Now this image of the state of California is actually something that I got through clipart.
04:33So what I'm going to do is have the text kind of wrap around the state. This kind of works
04:38really nice over hear that I have this type of shape on the inside part of the state.
04:42So I want to create something called a text wrap. That's just going to make it easier, so
04:46that I don't have to actually physically go ahead and indent or adjust the type.
04:50So I'm going to start by taking the actual type itself by selecting it, and I'm also going
04:55to hold down the Shift key and select this background, and I'm going to click it then,
05:00hold the Shift key down to constrain it and move it over to the left.
05:03But you can see over here that the text falls behind the state of California. I want to
05:08text to basically wrap around this side of the shape.
05:11So the way that you work with text wraps inside of Illustrator is that you select a piece
05:15of art that you want to have the wrap applied to it.
05:19Basically I want to create some kind of force field around this object right here, so that
05:23text can't overlap this image.
05:25The first thing I have to make sure is that this image itself, or this piece of artwork,
05:28is currently sitting higher in a stacking order than the text itself.
05:33So for text wraps to work in Illustrator, the image has to be above the text in the stacking order.
05:38That's the case right here, so now I'm going to go to the Object menu. I'm going to scroll
05:42down to where it says Text Wrap and I'm going to choose Make. Now you can see that there
05:47is this invisible border that now appears around the shape and the text can't go within that border.
05:54Now I just want to modify the text somewhat because it doesn't look that great right now.
05:57So I'm simply going to select the text, and because this is an area text object, I could
06:02simply click on this handle right here and drag it so that the text reflows.
06:05So I'm going to choose to maybe bring it in just a little bit more, just like that.
06:10I like the way that breaks appear right now, but I want to adjust the blue background to
06:14match, so I'm going to select the blue background, make it a little bit wider maybe down to about
06:20here, and then bring it in just like this.
06:24Once again, I want to group all of these elements together, so I'm going to click and drag to
06:27select all of these elements, deselect the background by Shift+clicking and then I'll
06:32press Cmd+G or Ctrl+G to go ahead and group that.
06:35So now let me go ahead and zoom out a little bit here.
06:38In a few short steps we've been able to take some data points that may have been uninteresting
06:43to read before, but now with these graphical treatments they really stand out and they
06:47draw the eye right into them.
06:49Let's go ahead and save our work. I'm going to go to File menu, choose Save As.
06:54Let's call this one 08, click Save and then click OK. We're getting really close now
07:00to finishing up our infographic on renewable energy.
Collapse this transcript
Adding a sliding column chart for wind power
00:00All right, so we're ready to start adding some charts to both the Solar and Wind Energy
00:05areas of this and infographic.
00:07Now let's jump over to the final PDF for a moment to see what we're going to be creating here.
00:11We're going to focus in this movie on creating this chart for Wind Energy where we have
00:15all these beautiful turbines that help us identify how much wind energy is generated
00:20in the United States over the past couple of years, and we can kind of see how that number has grown.
00:25Likewise if you look to the left here you'll see that we're also going to create chart
00:28for Solar Energy generation.
00:30Now it's pretty evident from here that the amount of Solar Energy that's being generated
00:34is nowhere near the amount of Wind Energy that's being generated.
00:38But I'll tell you that when I first started sketching out the data, that wasn't readily apparent to me.
00:43So let's jump back to Illustrator and let me show you exactly what I mean by that
00:47and how we have to be really careful when you create charts that are near each to other
00:50to make sure that they're using the same scale.
00:52So let's go back to Illustrator here and I'm going to be creating the wind chart here and
00:56the solar chart over here.
00:58But I am actually going to create a brand new document here for a moment just to show
01:01you the difference in scale between these two graphs. But more importantly how if you
01:06don't kind of clue Illustrator in on what you're doing, Illustrator may not help you understand that.
01:12In fact, Illustrator may kind of give results that look deceiving.
01:15So I am going to press Cmd+N or Ctrl+N to create a new document.
01:19Just create a Print document here, let's make it wide instead of tall and click OK.
01:24Now I really want to create two column charts here. I'm going to go over here to Illustrator's
01:30Graph tools, click and hold and choose the Column Graph tool.
01:33I'm going to click over here and create a graph that's about 4 inches by 4 inches square
01:39I want to import some data for this. So I am going to click on this button to import the data.
01:44Let's go to the _DATA folder inside of my Exercise Files folder, I'll choose Text because
01:49remember we can't place native Excel documents here.
01:52And I'll choose the Wind_ Energy_Generation first.
01:55Click Open, click on the checkbox over here to apply those values and that looks great.
02:01Notice the values that appear here on the left side of this axis; this is the Value Axis.
02:06It starts at zero and it goes up to 300000.
02:10This is happening because previously at the top of our infographic we created a graph
02:15that was a line graph and we specified those values for what the tick mark should be.
02:21So let's actually go over to the Object menu, choose Graph and then choose Type, and where
02:26it says Graph Options I am going to choose Value Axis and you can see that the last setting
02:31that we used in Illustrator was to override those calculated values.
02:35I'm actually going to go and uncheck that box and click OK so that that way Illustrator
02:39can use its own default settings.
02:41So basically it sees the value inside of this chart and it fills up that 4 inches using
02:47whatever values it decides to calculate.
02:49So now let's say we want to create another chart.
02:51I still have my Column Graph tool selected. I'm going to click here and again the same
02:564 inches by 4 inches click OK. Now let's import the values for the Solar data.
03:01Click on the Import button, go to US_ Solar_Generation, click Open, apply those settings and then close this.
03:10Now let's kind of line up these two charts side by side.
03:13I have solar here on the right and I have wind here on the left.
03:18Now when I'm immediately looking this, they look pretty similar, in fact, it looks like
03:21solar has really being growing a lot and is almost the same that wind is.
03:26But if I'm not paying close attention to the values here on the Value Axis, I see that
03:30this maxes out at 8000, while this maxes out at 120000.
03:34In other words, the highest value on this chart over here doesn't even come close to
03:40the first value that I see on this chart.
03:42But because Illustrator is automatically scaling my chart to fit within that bounds of 4 inches
03:47by 4 inches, my eye immediately perceives these two as almost equals.
03:52So I really need to make sure that both of these charts are playing by the same rules.
03:56So I can select this chart here for wind, go to the Object menu, choose Graph and then choose Type.
04:03I'm going to switch over here to the Value Axis and now I do want to Override the Calculated Values.
04:09I'm going to leave the Minimum set to 0, but I'm going to set the Maximum to 100000.
04:17I'm also going to specify that there should be 10 Divisions, so basically one for every
04:2110000 and now I'll click OK.
04:24Now I just need to make sure that the chart on the right, the solar chart, is using those
04:29same values as well.
04:30So I'm going to click on this option right here, again go to Object>Graph>Type, switch
04:37to the Value Axis, Override the Calculated Values, choose a Minimum of 0 and a Maximum
04:43of the same that I used before, which is 100000, and then use the same 10 Divisions, and click OK.
04:50Now you can see that the scale of values are the same across both charts.
04:57You could see that there is a really a huge difference between solar and wind energy.
05:01It was only when I started to do this, that I realized, I needed to change my design and
05:06accurately display the difference between solar and wind.
05:10Yes, both are growing very quickly, but that doesn't mean that they are equal.
05:15So by displaying data in this way, I'm making sure that I'm telling an accurate story through my infographic.
05:21Now the first chart that we want to create is actually the one for wind.
05:25So I have that right here, I'm actually going to go ahead now and select this chart.
05:30I'll actually select both of them and I'll copy them. Let's switch back now to our document
05:36which is renewable_energy_08 and paste them in.
05:39I'm just going to take this solar one right now and move of to the side. I'll take
05:44the wind one and bring it right about over here.
05:49Just nudge it over just a little bit so the graph is kind of centered, that looks pretty good right here.
05:54What I'd like to do is actually style this chart so it looks a little bit more interesting.
05:58Considering what those wind turbines look like, I thought it might be cool to use that
06:02as a design for this graph.
06:04In fact, it's pretty easy to create a sliding graph design so that I can make this chart
06:09a little bit more interesting.
06:10So let's go ahead and do that.
06:12I didn't want to bother drawing one of those wind turbines from scratch, but it was pretty
06:16easy to find one on a stock image site like Thinkstock, for example.
06:20I'm going to go to the File menu and choose Open. Inside the exercise files folder
06:26for chapter 04, if I scroll down, I'll see a file called wind_turbine_art.
06:32I am going to go ahead and Open up that document. I'll see this error that I don't actually
06:37have the font that's using that document, which is fine because we're going to change it
06:40so I'm going to choose Open.
06:42I am going to press Cmd+0 to center this on my screen. I want to show you what this
06:46piece of artwork is actually made up of.
06:48I have the wind turbine itself, but I also created a gray box here that's actually filled
06:54with a 20% gray. If you look at my Opacity panel you'll see that that object is set to Multiply.
06:59So basically it's going to darken any background that it appears on top of.
07:05Just above it here, I've also created a gradient that goes from 20% gray to none, and this too is set to Multiply.
07:12So that now when this stretches it will appear as if that bar kind of fades to none,
07:16but it will multiply with its background.
07:19I've also created a line here or a guide.
07:22This guide is going to indicate to Illustrator what the sliding point is in this piece of artwork
07:28so that when this is stretched from top to bottom, Illustrator knows where to stretch it from.
07:33Now I've also added some text here and remember this text will allow Illustrator to display
07:38the actual value of the chart here.
07:39If I click on, you can see it's now aligned right.
07:42But as we noted before because we had a font error, we need to replace it with a font that we have.
07:47So I just want to show you, you don't actually have to do this manually by clicking on the typeface.
07:51There is a really powerful feature inside of Illustrator that lets you replace fonts in your document.
07:57I'm going to go to the Type menu, again I have nothing selected, I'm going to choose
08:00Find Font, and Illustrator is going to let me know that there is a font called ChaparralPro Capt,
08:04but I don't have that typeface.
08:07So I have the ability to replace it with something else.
08:11So where it says Replace With Font From, I'm going to choose let's replace it from some
08:15font that's existing in my System.
08:17So for example, I have something called Chaparral Pro; this is regular.
08:20So I'm going to click on this option, basically what I'm telling Illustrator to do is wherever
08:24you see ChaparralPro Capt in this document, replace it with Chaparral Pro, which is what
08:30I do have installed on my system.
08:32I can now choose Change All and now you can see that what fonts are currently in my document,
08:37just Chaparral Pro.
08:38I basically removed the font that I don't have.
08:41Now I'm going to click Done and I'm going to take my Selection tool, marquee select
08:46this entire piece of artwork right now, and I realize that the Guide is not being selected
08:51and that's because my Guides are currently locked.
08:53I need to make sure that Guide comes along because that is key for identifying what the
08:58sliding point of my artwork is.
09:01So I'm going to right-click and choose to unlock my Guides, or you can of course, go to
09:05the View menu, go down to Guides and then choose to unlock them from here.
09:11Now once again I'll go ahead and select all of this artwork, now I see the Guide is selected.
09:15I'll copy then switch back to my renewable energy document and I'll paste it. Right now
09:21it's the only piece of artwork that's selected.
09:23I'll go to the Object menu go down to where it says Graph and choose Design, because I
09:28want to define this as its design.
09:31Now this document already has that defined here for a Column - Wind, so I am simply going
09:36to go ahead now and select it and choose to Delete it.
09:39Now I'm going to use the new piece of artwork that I just created so let's create
09:42a new design. Let's go ahead now and rename it, let's call it Column - Wind and I'll click OK.
09:51Now when I click OK, I don't need this artwork anymore so I'm simply going to go ahead now
09:55and hit Delete. There is no more need for me to have it in this document.
09:59So at this point I would like to specify that Illustrator use that piece of artwork or that
10:04design for the columns in this chart.
10:07So I'll select the chart. We only really have one series of data here.
10:11So I could simply go to the Object menu, scroll down to where it says Graph and then choose Column.
10:17Here I'm going to choose Column - Wind, and for Column Type I'm going to choose that we
10:22want it to be Sliding and now I'll click OK.
10:25So now you can see that that piece of artwork has now been added to this chart, but they're
10:29really very small and narrow.
10:31So I want to modify how it looks inside of this chart.
10:34I'm going to over here at to the Object menu, I'm going to choose Graph, then I'll choose Type.
10:38Over here for Options I'm going to change my Column Width to 125%, hit the Tab key,
10:45and then change the Cluster Width also to 125%.
10:50Now when I click OK I can see that those turbines have gotten much bigger.
10:53You can also clearly see that the numbers now appear here as well, so the values for
10:58each of these data points are now appearing here.
11:01But upon closer inspection you can see that the turbine here, even though it extends into
11:06the next one here, is being covered over by the background for this.
11:10So I basically want the first data series to kind of be at the front, not the last data series.
11:16So I'm just going to select my chart right now, go back to Object>Graph>Type and
11:22I'm going to choose First Row in Front and click OK.
11:26Now I just want to do a few things here to style this graph a little bit better.
11:29Because I have the values that appear next to it here, I actually don't need to see the Value Axis at all.
11:35But if I were to ungroup this and delete them, I wouldn't be able to come back later on and change the data.
11:39Unfortunately, there is no way just to instruct Illustrator to not display the Value Axis.
11:45So the way that I'll make it "disappear" is by setting its fill and stroke to none.
11:51So I'll switch to my Direct Selection tool, I'll hold down my Option key and click once
11:55on this value, pause for a second, and then click again and that's now going to select
12:00all of those values, and I'll change its fill color to None.
12:03Next, I'm going to click on one of these tick marks right here, using the Option key that
12:09selects one of them, and then again I'll click again with the Option or Alt key pressed down.
12:13And then a third time, that basically selects everything here and I'll change the Fills
12:18to None and also the Strokes to None.
12:23So now even though they are there in my document I don't see them because they have a no fill,
12:27no stroke attribute.
12:28I actually want to change the way that the numbers appear here at the bottom, so I'm
12:31going to Opt+Click on this one right here and then Opt+Click again to select all of them.
12:36I want them to match the styling of the letters that appear here in this chart.
12:40So I'm going to use my Eyedropper tool, which is right here; the keyboard shortcut is the letter I.
12:44I'm just going to click on that one right here.
12:48The only thing that I want this to be the color of wind, not that renewable green color
12:53so I'm simply going to come here now to the Swatches panel and choose the Wind color.
12:58So at this point here I'm going to switch back to my Selection tool, deselect my artwork.
13:02I've now added the chart for wind to the bottom of my infographic.
13:07I'll go to the File menu and I'll choose Save As, let's call this 09, save my file and click OK in the dialog here.
13:15In the next movie, we'll add the chart for Solar Energy here on this side of the infographic.
13:19
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Adding a matching-scale chart for solar power
00:00So we're ready to put the final touches on the Solar Energy chart, and in the previous
00:05movie we've actually already created that chart, which we moved off to the side.
00:09So I'm simply going to go ahead now and select it and drag it over here into its position,
00:14kind of center it right here just visually into this frame.
00:17I can actually drop this down just a little bit over here and let's go ahead and make a few changes.
00:22Now first of all, I don't want to see the values here along the side.
00:24So I'm going to switch to my Direct Selection tool.
00:27Let me deselect everything.
00:29Let me hold down the Opt key and click on one of these tick marks to select it.
00:32With the Opt key or the Alt key, still pressed down, I'm going to click again.
00:36That's going to select that entire set of tick marks and also the vertical line.
00:40Then I click one more time to now go ahead and select also all the text that's there.
00:45I'll set both the Fill to None and also the Stroke to None.
00:49Now again, the reason why I'm doing this is because I don't want to ungroup the Graph,
00:53because maybe in future versions of this, I may want to modify the data, maybe when
00:57the data for 2012 comes up for example, I might want to swap that information in.
01:02I want to keep the chart as a live chart so that that way I can always modify that data at a later time.
01:08I'm also going to go ahead now and select the chart.
01:10I'm going to go up to the Object menu, I'll choose Graph and then Type and I am going
01:16to modify the Column Width and the Cluster Width just a little bit.
01:19I'm actually going to leave the Column Width set to 90%, but I'm going to change the Cluster Width to be 100%.
01:24I'm dealing here with just one series of data, so I can make the actual columns themselves
01:29take up more space.
01:30I'm going to click OK. Now you can see they're much wider.
01:34I want to do two things here.
01:35First of all, I'm going to switch to my Direct Selection tool, deselect everything, Opt+click or Alt+click
01:40on the first value here, wait one second and then go ahead and click again.
01:45All these numbers are now selected.
01:46I'm going to tap the I key on my keyboard to switch to the Eyedropper tool and click
01:51on these values right here to match that style.
01:54But I'm now going to change the color of it from that Wind color to the Solar PV color.
01:58Now I also want the bars themselves to change to that same orange color.
02:02So let me go ahead here and select the Direct Selection tool.
02:06Let me deselect everything, Opt+ click on the first rectangle here and then once again, click again.
02:12Now, they all become selected.
02:14I want the Stroke to be set to None, but I want the Fill to be switched to the Solar PV color.
02:20Let me deselect this and now I've gotten the chart style the way that I wanted. But there
02:25is one more thing I need to do here, which is to actually add the values themselves.
02:29You see on the chart for Wind, we included the numbers within that sliding art that we
02:34created, so the values were automatically added here.
02:37But I'm not using any sliding art work here for these bars.
02:41I'm just keeping it as regular bars as Illustrator comes with.
02:43I'm actually going to have to manually modify these numbers.
02:47I'm going to start building off of these values right here.
02:51With my Direct Selection tool, I'm going to hold down the Opt or Alt key, click on
02:54this number right here then click again to select all of them.
02:57I'm going to press Cmd+C or Ctrl+ C to copy and then I'm going to press Cmd+V or Ctrl+V to paste.
03:04Now the reason why I've done this is because I want this to be pasted outside the group.
03:07It's not really a part of the graph itself and I can switch to my Selection tool here
03:12and simply move this here and it will snap right here to these values.
03:18I could just simply nudge them up with the arrows so that they appear at the top of the tallest bar.
03:24I'm actually going to change the color of these to black.
03:27That way we know that these are actually representing the values.
03:30What I'm going to do is type in the values themselves.
03:33It's a little bit tedious but really it's the only way for me to do this right now.
03:36I can actually go into the chart itself.
03:39So, I'll select it, choose Object>Graph and then I'll choose Data.
03:44I can see what the values are right here.
03:47Here's what's interesting.
03:49I can't deselect this, and you can see now that this window appears here, but I will
03:54be able to select this text to make some changes to it.
03:57So I'm going to first highlight the chart.
03:59I see the value for 2006 is 1312, so let me go ahead now and deselect it.
04:05Take my Type tool, highlight this value and type in 1312.
04:09I can now press the Cmd key to switch temporarily to the Selection tool and select my chart.
04:14Now I can see the next value which is 1718.
04:16Now I'll release the Cmd key or the Ctrl key, highlight this text here. I can actually
04:22double-click on it and type in 1718 and then repeat for the others.
04:26Let's go ahead now and Cmd+click on the chart, 2208.
04:29Let's change it to 2208, Cmd+click on this chart, 2922.
04:39Once again, Cmd+click here 4505, and then finally, 7454.
04:46So now I've added those values.
04:51I'm going to switch to my Direct Selection tool and simply select just these right here
04:55by holding down the Shift key and then nudge them down so they match a little bit closer.
05:00Let me Shift+click to deselect that one, move this down here a little bit, Shift+click,
05:05down just a little bit, Shift+click on that one, just a smidgen, bring it down there and
05:11now I have created basically the values for this chart.
05:14I can now close the Data window for the chart. I don't need that anymore.
05:17And let me zoom out over here, for a minute.
05:19I could even press Cmd+0 or Ctrl+0 to fit this all side of my window.
05:24I've now been able to complete my infographic.
05:26Let's go ahead and save our work.
05:27I'm going to go to the File menu and I'll choose Save As.
05:31Let's call this one _10, click Save, and then click OK in this dialog box and we're done.
05:37You can have a little mini celebration right now.
05:39We've actually created the entire infographic here inside of Illustrator, but we still want
05:43to distribute this for others to see.
05:45So in the following movie, we're going to generate a PDF that we can send to others
05:50and maybe we'll even explore different ways of printing this document as well.
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Creating a layered PDF infographic for distribution
00:00So we've completed our infographic, but we want to distribute this so that
00:04another people can actually view it.
00:05One of the best ways to do that is via PDF.
00:09It's a format that just about anyone could read on almost any device, and ensures
00:13the integrity of your design; but let's also keep in mind that a PDF can have a
00:17certain amount of interactivity inside of it.
00:20The nice thing is that when you are working with Illustrator, you can actually
00:23convert your layers from Illustrator into something called Acrobat layers.
00:28That will allow somebody viewing this infographic on their own, to turn on and off
00:32different layers to view different data in a different way.
00:35So in this movie we are going to focus on how to create layers inside of your document
00:39that will then translate into a PDF. We'll also go ahead and adjust
00:43some settings inside of Acrobat using Acrobat Pro,
00:46to ensure that whoever is viewing your PDF can see that there are layers inside
00:50the document that they can work with.
00:51So first let's take a look at this file.
00:54It's our last version of the infographic that we've been working on, renewable_energy_10.
00:58If I take a look at my Layers panel, I basically have one layer at the very top hierarchy of my document.
01:04Everything that I have created so far is inside of this one layer.
01:07This is actually a great way to work inside of Illustrator, because you can have
01:11nested layers or layers within other layers.
01:13But it's important to realize that when you're working with Acrobat,
01:16not all layers translate from Illustrator into Acrobat.
01:19Only top-level layers from Illustrator become Acrobat layers.
01:24So if I want to create separate layers here, for example I'll twirl down this
01:28little icon right here to see what is inside of my one layer,
01:31I know that I have different sub layers inside of here.
01:34Now the one that I care about the most right now is the Renewable Energy chart.
01:38If I click on this little eye ball here to toggle it on and off, it's this entire chart right here.
01:43I basically want to make it so that when I distribute this, people have an
01:46easier time to compare these different sets of Renewable Energy.
01:51So for example, right now it's showing all five different types of Renewable Energy.
01:55But let's say I want to compare specifically Solar and Wind.
01:58I really want to hide the others so they don't get in the way.
02:01Now I'll be very honest with you, in this specific example I really only have five sets of data.
02:06So it's pretty easy to compare Wind against Solar PV, because I can see all the
02:11others and they really don't get in the way.
02:13However, there may be times when you are working with a very complex set of data,
02:17which maybe has even hundreds of different datasets inside of it.
02:20If you really want to focus on just a handful of them, turning them into
02:23layers could make it easy for someone to actually hide the data that's not
02:26important to them at the moment so they can make data comparisons on their own.
02:30In essence, what this really allows you to do is to distribute a PDF document
02:34that allows people to do their own data visualization on their own,
02:38not just look at the data that you've already presented to them.
02:41So I am going to have to do a few things here first, before I create my PDF.
02:45I am going to have to create the layer structure that I need inside of my
02:48Illustrator document. So I am going be adding some layers here at the top
02:51level of my document. Then I am going to need to move some of that artwork into those layers.
02:56So I am going to start by unlocking the Renewable Energy chart and then I am
02:59going to click on the top layer here called Chart, because I want to create now a new layer above this.
03:05The keyboard shortcut for creating a new layer is Cmd+L or Ctrl+L.
03:09I'm also going to want to rename this layer.
03:11I want to call it Hydropower, because that's the first data point that I am going to have here.
03:15So I am going to double-click on the word layer 10, that's going to allow me
03:19to change the name of this layer right here inside the Layers panel and I'll type in Hydropower.
03:26I'll hit Enter to except that.
03:28Now it need to create layers for the other ones as well for Wind, Biomass, Geothermal and Solar PV.
03:33So once again, I could hit Cmd+L or Ctrl+L to create a new layer, but I also
03:37know that I want to change the names of those layers.
03:40So just to save myself and extra step I am going to hold down Cmd+Option+L
03:45or Ctrl+Alt+L and that's going to two things.
03:48It's going to create a new layer, but it's also going to automatically bring
03:51up the layer Options dialog box so I could right away apply a new name to that layer.
03:56So this one is going to be Wind, hit Enter, Cmd+Option+L, Biomass,
04:01Cmd+Option+L again for Geothermal and then one more time for
04:07Cmd+Option+L for Solar PV.
04:10So now I basically have six total top-level layers.
04:15One of them is for the entire chart in general, and then I have one for each of
04:20the different Renewable Energy types that I'm showing inside of this chart.
04:23So now what I need to do is I need to move the right parts of the information
04:27from that chart onto these layers.
04:29To make this a little bit easier to work with I'm actually going to drag the
04:31Layers panel out here so I can expand it.
04:35I'm going to toggle so I could see everything inside the Renewable Energy chart,
04:39because right now a lot of these things are separated into groups.
04:43So I am going to take my Selection tool, I'm going to click let's say on the
04:47word Wind here and I can see that all these elements right now are put together into a single group.
04:52I am going to need to separate these out on to separate layers so I want to ungroup that.
04:56I want to go to the Object menu and I'll choose Ungroup.
05:00Now I have the ability to select each of these individually.
05:02I am also going to click on this part of the chart here, and you can see that all these are grouped together.
05:07So I am now going to go ahead and move to the Object menu and choose Ungroup those as well.
05:12So now I see that if I click on the little circles, that is currently set as one group,
05:15if I hold down the Shift key, I can now click on the lines and select another group.
05:20So now I basically have for the Hydropower data series, the lines and
05:24those circles selected I am also going to hold down Shift key and select the word Hydropower.
05:29Now basically, all the elements that belong together here are selected.
05:32What I can do is, I can take the little square that appears right here in the
05:37Renewable Energy chart, and I can move that by dragging that little square into the Hydropower layer.
05:42Now if I toggle the visibility of that layer you can see that I can, with one
05:45click of a button, hide just the Hydropower data.
05:49Let's do this for the other ones.
05:51I am going to click on the little circle here to select just the circle, and by
05:55the way, you may find it easier to zoom in just a little bit so that it may be easier to select those elements.
06:00So I've selected now the circle, I am going to hold on the Shift key to click
06:05on the line to add the group of the lines, and Shift+Click on the word Wind.
06:08Then I'll take a little box here, which represents the elements that are
06:11currently selected and I'll move that into the Wind layer.
06:15Let's do the same for the other three, click once on the circle, Shift+Click on the line,
06:19Shift+Click on the word Biomass, click on the box here,
06:24and bring those into the Biomass layer.
06:26Click on the circle for the Geothermal series, Shift+Click on the line, and
06:30Shift+Click on the word Geothermal. Bring that into the Geothermal layer,
06:35and then finally for Solar PV, click on a circle, click on align, click on the word,
06:41and then take the little box here and drag that into the Solar PV layer.
06:45Now I can actually close this up and lock it again. I can also close the Chart
06:50layer here, and now I can see that my document contains six top-level layers.
06:56Each of these layers can now translate into Acrobat layers.
06:59So I am going to press Cmd+0 so I can now see my entire document.
07:03First thing that I am going to do is I am actually going to save this Illustrator file.
07:07I am going to go to the File menu, I am going to choose Save As and let's
07:13call this one renewable_energy_final.
07:14I am going to save that right now, I am going to choose OK and now I also want
07:19to save a PDF version that I could send to other people.
07:21Once again, I am going to go to the File menu, I am going to choose Save As,
07:27I am going to change the Format from a native illustrator document to the Adobe PDF format,
07:30and I am going to click on the Save button.
07:33Now I have the ability here, where it says Adobe PDF Preset, to choose the
07:37Illustrator Default setting.
07:39Notice when I do that, the option for Create Acrobat layers from top-level layers is checked by default.
07:45There is also another setting here called Preserve Illustrator Editing Capabilities.
07:48This will allow you to put a full and native version of myIllustrator file into the PDF.
07:54Truth is, if I'm actually creating a PDF to distribute to my clients,
07:57I don't want them to have access to my native illustrative data.
08:00On top of that putting this native Illustrator data into my file actually increases the file size.
08:05So I am going to uncheck this option.
08:08This means I won't really be able to open up the PDF back in Illustrator and
08:11edit it in the same way as I could before.
08:14But it also means that there's less of a chance of a client or somebody else
08:18actually opening this file and changing the data on their own.
08:20It also means that the file size, which I do care about if I am going to be
08:25transmitting this over the Internet or via email, will remain small.
08:28So now that I've basically ensured that the options for this PDF are correct,
08:32I am going to choose to save this PDF.
08:34Actually right before I do that, let me also check this button called View PDF after Saving.
08:39That's actually going to now create the PDF and then open it up inside of Acrobat Pro.
08:43Illustrator gives me a warning letting me know, hey, you unchecked Preserve Illustrator Editing Capabilities.
08:48And again, as I explained before, that's fine.
08:50I don't want to have that information inside of my file.
08:53So I am going to click OK and this will now open up inside of Acrobat.
08:57Now the thing is like this, when I send this now to a client, they may open the PDF,
09:01but chances are they don't even know that a PDF can have layers inside of it.
09:05Now because this document does have layers, the Layers panel does appear here.
09:10I would need to physically click on it, to be able to see those layers.
09:14So let me make this window this little bit bigger here.
09:16You'll notice now that I can actually turn on and off these different layers
09:20that I have created inside of Illustrator.
09:22But I want to ensure that when my client opens up this file they can see that information.
09:27So there is a setting inside of Acrobat Pro that allows you to define what
09:31state a document is in when you open it up.
09:34To control those settings, I am going to go to the File menu and I am going to
09:39choose Properties; the keyboard shortcut for that is Cmd+D or Ctrl+D.
09:42You can see that I the have things like Description, or I can add a metadata to my file.
09:47I have the ability to set some security options.
09:49More importantly, is a setting here called Initial View.
09:52That means when this file is actually opened up inside of Acrobat I can
09:57determine what is visible in that document.
09:59So for example over here where it says Navigation Tab, it's currently set
10:03to page only, but I can actually choose that the Layers panel and the page are visible.
10:09So that means that when my client opens up this file, when my co-worker opens
10:12up this files inside of Acrobat Pro, the Layers panel here will be visible.
10:17They don't have to actually click on it to open it.
10:19I can also choose how I want that page layout to be.
10:22For default, I am going to choose Single Page, and for magnification I am going
10:26to specify that it should be fitting to the page.
10:29In this way they'll actually see the entire infographic at once on their screen.
10:34There is one other option here, which is kind of nice, which over here, where it
10:38says Show, right now it says File Name.
10:40So remember we saved this file that was called renewableenergy_final.pdf.
10:45But people use some times really weird names when they save their documents.
10:49So instead of showing the File Name, you have the ability to show the document title.
10:53Now where do you actually set that document title?
10:56If you go to where it says Description you can see right here that you can change the title.
11:00So let's say I actually change this to Renewable Energy Infographic.
11:09Now when I choose OK and I choose to save my PDF by just going to the File menu
11:14and choosing Save, you can now see that the top of the window says Renewable Energy Infographic.
11:20No matter what I use for the actual file name of my file will appear a little
11:24bit nicer here at the top of this window.
11:26More importantly whenever somebody opens up this file inside of Acrobat
11:30it will automatically display with my entire infographic resized to fit within their window,
11:35and with the Layers panel visible so that my client or co-worker can now go
11:39ahead and toggle on and off those layers to view the data however they please.
11:44It's a great way to take advantage of all the things that both Illustrator
11:48and Acrobat bring to the table.
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Using multiple artboards for flexible export options
00:00So we've completed our infographic, but I wanted to leave you with one more tip here,
00:04which is how to kind of make Illustrator art boards work for you.
00:08You know an infographic usually is very large, sometimes like a poster, or a pretty big document
00:14that has dimensions that don't always fit to the piece of paper that you want to print it on.
00:19Now of course, when your infographic is completely done, you'll want to have it all print out on one sheet of paper.
00:24However, as you're going through the process of kind of focusing on each part of the infographic,
00:29you may want a way that you can either print out each of those charts individually on their
00:33own, or even send it to a client for review.
00:35So how do you easily focus on printing just individual parts of the infographic?
00:40Well that's where artboards can really come in handy.
00:43It's also a way for you to create miniature graphics that you might use for the web, because
00:47artboards can be used for that as well.
00:50So let me show you how to do that, because I believe strongly that artboards aren't really
00:54pages inside of Illustrator, I like to think of artboards as smart export regions, allow
00:59you to quickly export just the part of the file that you want for that particular need.
01:04So I am going to start by first resting my workspace here; things have gotten messy since
01:08we've been working on that infographic.
01:10So I'm going to go over here to the workspace and I'm going to choose to Reset Essentials.
01:15Next, let's open up the last version that we created, that final version. I'm going to
01:19choose Cmd+O or Ctrl+O to open up. In my exercise files in Chapter 4 if I scroll down to the bottom,
01:25where I saved my renewable_energy_final.ai file-- not the PDF version but the Illustrator version--
01:31I'll click Open and now that's open inside of my document.
01:35I'll also choose to expand the dock here so I can see my layers and also my Artboards,
01:40because right now I only have one artboard.
01:42I am actually going to rename this artboard, so I'm just going to double-click on the name itself.
01:46I'm going to rename it as Infographic, because that's basically the entire Infographic.
01:53Now what I really like to do is create several artboards inside of my document,
01:57that will basically encompass various specific areas.
02:00One of the most beautiful things about working with artboards is that they can overlap each other.
02:05Again, if you simply think of artboards as pages, you may never think of a time when
02:10you'd want to have pages overlap each other.
02:12But if you think of these as export regions, they could make a lot of sense.
02:16So here is what I'm going to do, I am just going to create a series of rectangles.
02:20There is an Artboard tool inside of Illustrator, but it's not that easy to work with,
02:24and I'd much rather just create a series of rectangles instead.
02:27The reason why I'm going to do that is because there is a way inside of Illustrator to instantly
02:32convert all of rectangles into artboards.
02:35So for example, let's say there are three specific areas that I'd also like to be able to focus on individually.
02:41That's this table that appears right here and then I also want to be able to focus on
02:46just SOLAR ENERGY and WIND ENERGY individually.
02:49So I'm going to take my Rectangle tool here and just simply click and drag over these
02:54areas here to define one rectangle.
02:57Let's go ahead and click and drag over this area here. Again because smart guides are turned on,
03:01they snap right to the boundaries of those areas. I've created now three rectangles.
03:08I'm going to switch to my Selection tool and select the first one and then Shift+Click
03:12the second and the third so now all three are selected.
03:15Now I'm going to go to the Object menu and I'll choose Artboards>Convert to Artboards.
03:21You notice what I have done here I have taken a regular Rectangle tool, I have drawn rectangles,
03:26which just about everyone knows how to do, and now I've turned them into artboards.
03:29You can see that now in my Artboards panel I have more artboards that I have created.
03:34I don't have to worry about mucking around with a tool over here that works in a very
03:37specific mode or it can sometimes be hard to deal with.
03:40If I want to jump to specific artboard, this is even great for navigation, because maybe
03:44I really want to work on just one area of my infographic right now.
03:48So instead of trying to zoom in or out or get just a right view on my document,
03:51I can just come over here and double-click on one of these artboards. This one over here shows
03:56me that table, so I'm actually going to go ahead and rename this from Artboard 2.
04:00I'm just going to double-click on the word Artboard 2 and change it to Table.
04:03For Artboard 3, I'm going to double-click on that.
04:07I see that's the one for SOLAR ENERGY, so I'll double-click over here and call this one Solar
04:10and then I'll double-click on Artboard 4 and I'll call that one Wind. Beautiful!
04:16I now have four Artboards in my document. Because that I've given them names,
04:21I can also jump to them by clicking on this pop-up right here and go directly to work on the table
04:25or on the entire graphic as a whole.
04:29So it's a great way for me to navigate now within my document, but here is the wonderful thing;
04:33If I now want to create let's say just the JPEG of one of these areas because I want
04:37to upload it to be used on a website or my client wants a quick look at it, so for example
04:41maybe just the SOLAR ENERGY area.
04:44I can highlight the Solar Energy artboard-- I am not double-clicking on it, so I'm not
04:48going to that artboard but I'm just simply highlighting it--
04:50now basically I've turned that into the active artboard so now when I choose File and then
04:57choose Save for Web, Illustrator is going to export just that one part of my document.
05:02Even though there is a lot of other information in my whole infographic, when I create a JPEG
05:06or a GIF, it's only going to export that one artboard.
05:10I'll click Cancel here for a second. If I decide I want to export just the table itself, I'll highlight the table.
05:15Now that becomes the active artboard.
05:18Now when I choose Save for Web, that's the graphic that's going to be exported as well.
05:23Let me click Cancel here for a second, because I also want to show you this is very helpful when I'm printing.
05:28If I go to the File menu and I choose Print, the option inside of the dialog box here allows
05:34me to choose to print all my artboards or I could choose to print a range of artboards.
05:39Now we also know there is an option here at the bottom for Scaling that's called Fit to Page.
05:43I'm going to choose Fit to Page option. You can now see that Illustrator is going
05:48to print four pages or four pieces of paper.
05:51This is again where in your head you can kind of understand the huge difference
05:55between the concept of pages and artboards.
05:58My document contains four artboards and I can choose to print them on four different pages.
06:02If I click on these little arrows here, I can toggle between them. I can see that
06:06Illustrator now is going to create one page that only contains this artboard.
06:09Now because I have Fit to Page, it's going to enlarge that to fill on that entire page.
06:13So basically with one print command I can now print a document that shows my entire
06:18infographic, but that also allows me to dedicate a single page to each part of it, so that
06:23I or my client or a coworker or maybe a creative director can markup each of those individuals
06:28areas by focusing on just that one part of the graphic.
06:31It also means that as a designer, I can choose to print a range and only go ahead and print
06:37pages let's say for example three to four, which are the parts of my infographic that
06:41deals specifically with Solar and Wind energy.
06:44If I want to print the entire infographic, I'll set my Range to only print 1;
06:49page 1 contains the entire infographic.
06:51So you can see now the value of having overlapping artboards. It's simply highlighting or referencing
06:57different parts of an overall document. I can choose to print the whole thing,
07:01or parts of it, or a combination of those.
07:03So hopefully this sheds a little bit of light on the Artboards feature inside of Illustrator. Ans perhaps more importantly, how you can use it to save some work and be more efficient.
07:12Remember, Artboards aren't pages, they are intelligent export areas.
07:16Now whether you're exporting to the web or to print, they offer a powerful way to organize your work.
07:22
Collapse this transcript
Conclusion
Next steps
00:00I hope that throughout this course you learned a little bit about how to use Illustrator,
00:04how to create wonderful infographics, and more importantly, to be inspired to create more of these.
00:11As with all learning, this is just the beginning and it's a constant process of getting better.
00:16One of the best ways to do that is to look at the work of others.
00:19There's probably no one better to look at than Edward Tufte and you can go to his website
00:24edwardtufte.com and if you don't already have them I highly recommend his Books.
00:29No, they won't inspire you with big bright colors and drop shadows, but it will really
00:34make you think hard about the information that you're trying to convey.
00:38It will definitely help you become a better storyteller through your graphics.
00:42For inspiration, you might look to a website like visual.ly.
00:46They actually have a great collection of infographics that you can look at and derive inspiration from.
00:52Likewise, you can get great inspiration from looking at the dailyinfographic.com,
00:57which serves up a new infographic every day.
01:00You can go to this website basically, Pinterest, what better can you get actually for being
01:05inspired by other images.
01:07And Mashable has actually put together an entire collection of infographics that they found on the net.
01:12If you seriously want to look at data and find better ways to actually find stories within data,
01:18you might want to take a look at project that IBM has running called Many Eyes.
01:23Hopefully, this collection of resources can get you started and becoming more inspired
01:27around working with infographics.
01:29Now speaking of working on projects, I'm not going to lie to you.
01:33Creating infographics is not something that is so simple, or that you can learn in one sitting.
01:38So I've actually put together a PDF document that lists additional references to other
01:43courses here at lynda.com that you can watch that will help provide additional insight into
01:48using things like Illustrator, how a tell better stories with your data and your pictures
01:53and even how to manage your data with programs like Microsoft Excel.
01:57You'll find both a PDF of the final infographic that we create in the project and also a list
02:02of all these other courses in the free exercise files folder.
02:06So have fun creating infographics with Illustrator and I hope to see you in another lynda.com training video soon.
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