- Explain the steps to take to create a chart in Excel.
- Recall the options for customizing an existing chart within Excel.
- Determine which chart type fits best with a set of data.
- Summarize the process of creating a table.
- Identify strategies for clarifying a table.
- List the steps to take to add SmartArt to a project.
Skill Level Intermediate
(light music) - Hi, my name's Rich Harrington and today we're going to be taking a look at working with charts and graphs inside of Microsoft Excel. Now I'll be working in the Windows platform, but these techniques will work with most versions of Excel, whether you're running Mac or Windows and even if you're using an older version. I'll try to point out some of the features that are version-specific along the way. But for the most part this is a core skills class that will help you out no matter which version or platform you're running on.
Now, while I mainly work in the creative space, I do own my own business and for 15 years, I've had a need to actually keep track of what's going on in that business. As a small business owner, which has grown into a medium size business, it's been important that I'm comfortable running my own spreadsheets and analyzing data. Through the years, I've worked with professionals like accountants and other people that have given me valuable input, but it's been necessary that I could analyze that data and crunch it. On top of this I also produce visual communication material for our clients.
So I'm often asked to take data and reformat it into a way that's visually pleasing. While a lot of times this involves going into applications like Photoshop or After Effects to create animation, often it starts inside of Excel. And the ability to visualize data in a clear and coherent way is essential, whether you're preparing that data to share with others or just trying to get some better insight for yourself. So in today's course I'm going to share some practical techniques with you. This a very straightforward approach, we're going to look at using different types of charts as well as ways of formatting the data so it's clear and easy to understand.
Along the way you may find it useful to revisit a movie and to perhaps try and follow along on your own computer or tablet and see what's happening. With this in mind, let's start to explore what we could do with charts and graphs inside of Excel.