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Modifying chart appearance

From: Word 2007 Essential Training

Video: Modifying chart appearance

It's nice to know that if you need to create a chart in an instant, you can. That is if you don't mind the defaults Word uses when formatting your chart. If you have the extra time, well you really do have full control over every aspect of the chart. You can adjust titles and legends, data labels and axis, grid lines and colors, and the list goes on. We'll explore many of the most popular options people like to make use of when making modifications to the appearance of their charts now. So I'm still working on my annual report on revenues 2.

Modifying chart appearance

It's nice to know that if you need to create a chart in an instant, you can. That is if you don't mind the defaults Word uses when formatting your chart. If you have the extra time, well you really do have full control over every aspect of the chart. You can adjust titles and legends, data labels and axis, grid lines and colors, and the list goes on. We'll explore many of the most popular options people like to make use of when making modifications to the appearance of their charts now. So I'm still working on my annual report on revenues 2.

If you started at the beginning of this chapter, you might have revenues 1 here now. If you're skipping to this lesson, no problem. Go to the Office button, click Open, navigate to the Lesson 10 folder of your exercise files and click annual report on revenues 3 then Open and you're caught up with us. OK. We're going to begin by changing the chart type and then we'll choose from a number of preset layouts and styles and then after that we're going to go deeper into each of the elements. So let's start with a simply changing our chart type.

First thing we need to do is click anywhere in the chart to select it. When we see the border we know this is selected. Next you'll notice Chart Tools is kind of highlighted up here on my title bar. We're going to go to the Design tab, and under the Design tab way over here on the left, you'll see we have a Type group and we'll click Change Chart Type. So our currently selected type is this one here, 3D clustered. Under the column type, if we wanted to choose a line we could and you can see right now the fourth one is selected for me under the top line heading. We've got Pie.

We've got Area. I'm skipping over Bar for a reason, because we're going to come back to it. Let's go up to Bar and you can see is really the same is column, but it's horizontally laid out. Now Bar right now has a number of options as well, like a clustered bar, there's stacked, 100% stacked, we've got a 3-D columns like we had before, but on their side, they called us clustered bar in 3-D, and we've got some other ones including cylinders at the end here. Let's keep it simple. We'll choose the first one here under Bar, make sure it's selected before you click OK.

So that's a totally different look, but it is the same data, a different way of showing it. All right. Now let's choose a different layout and what we're going to do is go up here to our Chart Layouts group. And you can see there's three shown right here. We see a small thumbnail or preview of those layouts. You can see some of them have what looks like a legend underneath and some lines. Looks like some of them have some labels. Let's see all of our choices by clicking this drop down. And there's 10 to choose from, and I'm looking at these thinking I'd like to have a legend maybe at the bottom.

So I'm going to go over here to the third one on the list, let's click on it. And you can see that changes my look quite to quite nicely. Down below, I now know what those colors represent, they're Q4, 3, 3 and 1. I've got to some vertical lines here to help me read to the values of these bars and I have numbers across the bottom in some labels. Also, I've got Services and Sales on the left-hand side, some other labels that I might want to modify a little bit later on. Right now, let's change this style up a little bit, so we've got our type, we've got our our look for our layout.

Now let's play around with the styles a little bit. So we'll go up to our chart styles, and there's 4 that we can see right off the bat. But there is over here a scrollbar and a drop down. When we click the drop-down watch this. Wow. Lots to choose from and they're kind that color schemed together. The one that's selected right now is at the top here of our fourth column and you can see got some different looks down below. And I kind like this one down here looks like it's going to be Style 28. It's got a bit of a shadow to it and a looks like a curve to the bar.

So when we click that we get to see what that looks like. And that awesome. See you could spend a little more time if you wanted to clicking on some of those other choices to see what they look like until you get the one you want. I'll stick with with Style 28 here looks kind of neat and continue making some further changes. Starting with this chart title. Now this chart title doesn't make sense, it just says chart title. I'm going to double click to get inside and I'm to highlight the words chart and title by clicking and dragging over them and I'm going to type in a title that makes more sense.

EatCake Revenue, that makes more sense. Now I'm going to click outside of that title, but stay inside my chart so I don't deselect it. And that's just changing the text. Now if I want a change to where it's located I can do that too. So you'll notice that we got a number of tabs under Chart Tools up here, we've got Design currently selected. We've also got Layout and we've got Format. Let's go to the Layout tab here. And you can see I've got a Label section and the first one is Chart Title.

So when I click that, you'll see got some options. Centered Overlay Title, wonder what that looks like. Well, let's click it. Okay so it's centered just like it was before but now it's kind of laying over the data in my chart. We'll go back up to chart title and I'll change that back to Above. That's really where I want it to be. OK, so some options for where a chart title shows up. Let's go now to our Axis Title button, give that a click, and you can see is broken down into two sections.

Primary horizontal, and we've also got one for the Vertical. If I go over to Primary Horizontal Axis, you can see that currently I don't have an actual title for my axis and I think would make sense if we did have one down there because all I see is a bunch of numbers, I don't really know what they represent. So I'm going to choose Title below Axis, and it just says Axis Title down here. So I'm going to click inside and then I'm going to highlight Axis Title by clicking dragging over it and let's type in the following: millions, space, USD. So US dollars.

And I'll click outside that title now, but stay inside the chart area. That's going to help people understand my chart a little bit better. OK this legend down below right now, which has Q4, 3, 2 and 1 on it, it can be adjusted as well. Let's go up to the Legend button, give it a click and you can see we have some options to show it in different locations. Like at the right top, over on the left, at the bottom is where it is right now. But we could put it to the right and have a overlay more on the left. I'm going a choose this one here, Overlay Legend at Right.

Let's give it click and that's okay. It's actually not interfering with my bars, but it's on top of my chart. That creates a little more height for my chart because I don't have that showing up across the bottom. OK. How about data labels? We have some neat options for the data. Right now there are no labels for my data and if I wanted to, one of the cool things is put the actual numbers for each of those bars that we see in our chart and have them show up somewhere like inside the bar or outside the bar. I like this one here, Inside End, and give that one a click and look what happens.

The actual value shows up inside at the end of each bar. So that again helps people understand my chart and get accurate data from it. If we wanted to, we could display that table that gives us these numbers. It's called a data table and if we go up here to the Data Table button and click it, you see that None is currently showing. If I show the data table, click that, you can see what happens, I see the actual figures down here. It eats up a lot of my space and my chart becomes very tiny here and crowded.

It makes no sense to have a data table when we are showing the data right on the bars itself so let's go back up to Data Table and we'll choose None. There, that makes more sense. All right. How about the axis? We can do labeling with our axis as well. We've got a axis group for axis and gridlines. Click on Axis and again we've got primary horizontal and vertical axis to play around with. And let's go over to our horizontal one here, cross over to the right, you can see showing the default axis.

Let's see that happens when we, say, show axis in millions. Give it a click. Well that makes no sense. You can see how we don't need the whole number. The way we were showing is fine as long as we know that that's millions US dollars. So go back up to our Axis button, go back to Primary, and let's go back to Show Default. That looks better. OK, if we wanted to we can do without any labeling at all. That might make sense. Try that. Primary horizontal and choose None.

We don't really need it when were showing it inside the bar, but I kind of like it. So I'm just going to Undo that, hold down Control and press Zed or Z on the keyboard and there we get it back. OK, now the plot area. We want to make sure were inside our chart again and we can adjust this area down below, which is called our plot area where the bars actually show up. I don't want you to click on the plot area, I just want you to be inside the chart area when you click to select the chart. And we can adjust the plot area by clicking this button up here and this is kind of neat.

We want the plot area shown and that's already selected, but we're going to go to more plot area options and you can see automatically, automatic is currently selected. I'm going to move this out of the way a bit so you can see what happens. When we choose something like picture or texture, fill is selected on the left and we can change the fill, the border, the style of the border, shadow and even 3D formatted. Right now let's just leave fill selected and let's choose picture or texture fill. And this soon as we do, you can see what happens. There is a fill in the background here and it's based on these textures and we click the drop down, you see we've got a number of choices.

If we choose canvas, you can see the difference behind here. I'm going to go back and choose something that really makes sense and with my color scheme, this pink tissue paper. Give it a click and you can see the preview behind. So we've made that change. All right we'll click Close to see the full chart and click inside the chart area to see what that looks like. It's kind of cool. Let's take a look at a couple of other changes we can make from the Format tab up here under Chart Tools, and here you can see we've got a number of groups like current selection.

there's are shape styles. We've got word art styles and we've got an arrange group and size group here as well. We won't go through everything here, but under the Format tab, I want you to click on the border around bars. So we've got over here under our shape styles, we can put a border around our bars if we wanted to. And you see is we hover over these what happens. Now this is the border around our entire area. The border around bars is a little bit different.

If we go over here to our bars down below and click on them, and we hover over these, you can see that changes the border around the bars that are selected. So if we don't want to make a change, no problem. Just don't select something from the shape styles. So our borders can affect our plot area, our entire chart or if we click on bars, we can change the look of those too, but I like the way they are right now so I'm just going to click in here and deselect any bars that might be selected. All right. How about we alter some of our text now? Like this Eat Cake title here.

It's kind of plain and it's black. Time to click on it right now. So make sure you click on it. Let's go to the word art styles and we'll go to the drop down here, because right now we're seeing three options. Three choices but if we click the drop-down, we'll see there's plenty more to choose from. And why do we go down to one that's got to some kind of look and a feel that's going to work with our current chart. So I like this one over here, this purple one, and you can see a real time or a live preview in the background. How about the one above it? No, a little too hard to read.

So let's go with this purple one right here. We'll click it. It's got a gradient fill and a bit of a shadow. Deselect that to see what it's going look like and that's kind of neat OK. So let's click outside our chart to deselect it to see what the finished product looks like. Wow, what a difference you can make if you have a little extra time. Now have some fun experimenting with these chart tools and see what you can come up with.

Show transcript

This video is part of

Image for Word 2007 Essential Training
Word 2007 Essential Training

85 video lessons · 45712 viewers

David Rivers
Author

 
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  1. 40s
    1. Welcome
      40s
  2. 28m 24s
    1. Getting started with Word
      1m 21s
    2. Understanding the interface
      9m 23s
    3. Navigating the interface
      11m 24s
    4. Navigating documents
      6m 16s
  3. 18m 39s
    1. Creating new documents
      5m 25s
    2. Importing documents
      4m 35s
    3. Saving documents
      5m 41s
    4. Sending documents
      2m 58s
  4. 12m 35s
    1. Using Print Preview
      2m 45s
    2. Using Quick Print
      2m 31s
    3. Setting print options and printing
      7m 19s
  5. 23m 29s
    1. Selecting text
      3m 45s
    2. Formatting text
      5m 2s
    3. Using Find and Replace
      3m 35s
    4. Undo, Redo, and Repeat
      3m 26s
    5. Copying, pasting, and moving text
      4m 37s
    6. Showing formatting
      3m 4s
  6. 20m 30s
    1. Using indents
      3m 52s
    2. Setting justification
      3m 19s
    3. Changing line spacing
      4m 11s
    4. Setting tabs
      6m 10s
    5. Using the Highlighter
      2m 58s
  7. 38m 26s
    1. Changing margins
      5m 54s
    2. Changing orientation
      2m 29s
    3. Page numbering
      5m 41s
    4. Choosing paper size and source
      3m 59s
    5. Headers and footers
      7m 23s
    6. Applying a Page Background
      7m 56s
    7. Using Watermarks
      5m 4s
  8. 20m 10s
    1. Checking spelling and grammar
      4m 54s
    2. Finding synonyms
      3m 37s
    3. Looking up words and translations
      4m 55s
    4. Setting document proofing options
      6m 44s
  9. 23m 19s
    1. Modifying Environment settings
      7m 46s
    2. Modifying Display and Document settings
      6m 47s
    3. Modifying toolbars and keyboards
      8m 46s
  10. 15m 7s
    1. Creating a bulleted list
      7m 27s
    2. Creating a numbered list
      3m 36s
    3. Editing a list
      4m 4s
  11. 55m 28s
    1. Creating tables from scratch
      5m 29s
    2. Creating tables from text
      3m 25s
    3. Inserting an Excel spreadsheet
      5m 3s
    4. Modifying tables
      7m 44s
    5. Formatting tables
      7m 32s
    6. Making calculations in a table
      4m 13s
    7. Creating charts
      5m 44s
    8. Modifying chart data
      2m 8s
    9. Modifying chart appearance
      12m 29s
    10. Creating text from a table
      1m 41s
  12. 10m 18s
    1. Using Styles
      3m 3s
    2. Creating Styles
      3m 38s
    3. Editing and deleting Styles
      3m 37s
  13. 9m 21s
    1. Creating and using Building Blocks
      4m 27s
    2. Editing and organizing Building Blocks
      4m 54s
  14. 26m 23s
    1. Creating a Mail Merge
      13m 27s
    2. Creating a Data Source
      5m 21s
    3. Merging to create envelopes and labels
      7m 35s
  15. 8m 58s
    1. Sorting text
      4m 15s
    2. Sorting numbers
      2m 11s
    3. Sorting in tables
      2m 32s
  16. 10m 36s
    1. Creating Macros
      5m 40s
    2. Playing a Macro
      1m 46s
    3. Editing a Macro
      3m 10s
  17. 10m 13s
    1. Working with Newspaper Columns
      5m 31s
    2. Working with Parallel Columns
      4m 42s
  18. 24m 13s
    1. Working with Pictures and Clip Art
      10m 23s
    2. Working with Shapes
      5m 10s
    3. Working with SmartArt
      8m 40s
  19. 40m 40s
    1. Tracking changes
      7m 40s
    2. Reviewing changes
      3m 42s
    3. Sending and faxing documents
      3m 39s
    4. Password-protecting documents
      3m 4s
    5. Linking and embedding
      10m 7s
    6. Inspecting a document
      2m 43s
    7. Encrypting a document
      2m 45s
    8. Adding a digital signature
      7m 0s
  20. 30m 12s
    1. Creating cross-references
      3m 41s
    2. Creating a table of contents
      4m 8s
    3. Creating an index
      4m 43s
    4. Creating footnotes and endnotes
      7m 17s
    5. Using hyperlinks
      4m 24s
    6. Using bookmarks
      3m 26s
    7. Using a document map or thumbnails
      2m 33s
  21. 29s
    1. Goodbye
      29s

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