When you create a chart, Excel applies an attractive but somewhat neutral formatting to it. You can change that formatting, either all at once by selecting a new chart style or by formatting individual chart elements.
- [Instructor] When you create a chart, Excel applies attractive but somewhat neutral formatting to it. You can change that formatting either all at once by selecting a new chart style, or by formatting individual chart elements. I will show you how to perform both of those tasks in this movie. My sample file is the ChartElements workbook, and you can find it in the chapter seven folder of the exercise files collection. This chart summarizes orders by category and year and it uses the formatting that Excel applied when I created it.
If I want to change the formatting, perhaps by using a different chart style, I can click the chart so it's selected, then go to the Chart Design contextual tab of the ribbon. And here in this gallery in the middle, I have styles that I can choose from. And if I click the down arrow here, it expands the gallery so I can see all of them. Let's see, I'll go for something that looks very different, so I will switch to Orders by Category and Year with a gradient effect and a darker background with a fade.
So I'll click style eight and there we have it, and that certainly stands out. But now let's say I want to change the formatting of a specific element, so for example, instead of having this series be green, I want to change it to another color. To make that change, I will click the data point here. And you see that I select the entire series. I have all of the green items selected and none of the red or the blue. Then I will go to the Format contextual tab on the ribbon.
And here I can select a new shape fill color. It's currently set to red, which I don't want to use because I already have that. So instead, I will click the Shape Fill button's down arrow, and let's say that I change it to a light orange. So I'll click this medium orange here. Click that, and you can see that the colors were changed and the gradient effect remained. If you want to change the formatting of text, you can select the item that contains text. In this case, I'll do the chart title, so I click that and then I can either change the Text Fill or I can add effects to it.
Or if I want to change the font or bold face, basically what you would normally think of as editing text, I can go to the Home tab of the ribbon and select from the text formatting tools here. So let's say that instead of 16-point, I want to make it 14-point, so I'll click that. Makes it a little bit smaller and I will remove bold face just to see what it looks like. I actually liked it the way it was before, so I will bring bold face back by clicking the Bold button.
If you want to save your chart's formatting and layout as a new template that you can apply quickly, you can save this current chart layout as a template. To do that, go to the Chart Design contextual tab and then click the Change Chart Type button. And close to the bottom of the menu that appears, you will see Save as Template. Go ahead and click that, and then in the Save Chart Template dialog box you have Save As: Chart1. I'll call it GrayCategory and then click Save.
Now, with the chart still selected, I will change to a different design, a different style, okay. Now, to apply my template, I'll make sure the chart is still selected, click Change Chart Type, point to Templates. And then here I see the template I just created, GrayCategory, so I click that and it's applied. As you can see, formatting charts can be as simple as clicking a new style or as complex as changing every element by hand. Regardless of how you arrive at a finished design, if you want to apply it to other charts, you can do so by saving it as a template.
- Creating workbooks
- Manipulating cell data
- Sorting, filtering, and managing worksheets
- Using core functions and formulas
- Formatting worksheet elements
- Creating and managing conditional formats
- Working with charts
- Adding images and shapes
- Working with PivotTables
- Exporting workbooks
Skill Level Beginner
What you should know1m 11s
1. Getting Started with Excel
2. Managing Workbooks
3. Working with Worksheets, Cells, and Cell Data
4. Sorting, Filtering, and Managing Worksheets
5. Summarizing Data Using Formulas and Functions
6. Formatting Worksheet Elements
7. Working with Charts
8. Working with External Data and Objects
9. Exploring PivotTables
10. Reviewing and Sharing Spreadsheets
Further information1m 2s
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