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Excel |
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Excel allows you to track and work with substantial amounts of data. At times, you may not be able to understand the larger picture from looking only at the details. With Excel charts, you can summarize, highlight, or reveal trends in your data that might not be obvious when looking at the raw numbers.At the vacation resort Adventure Works, the sales manager records expense data and estimates future revenue in the Five Year Sales workbook. He intends to use charts to summarize the annual sales projections and quickly see which business area has the highest percentage of expenses. The activities coordinator tracks the pledges collected from members at resort events, and she uses charts to analyze the trend in pledge rates at various levels over the year. Download the following documents and save them to your pc Five Year Sales and Member Pledges Once they are saved go to the folder containing the documents and open Five Year Sales with Excel Create a chart using the Chart Wizard In this exercise, you open a workbook and create a chart using the Chart Wizard. Select cells A2:F6 in the Sales Projections worksheet. On the Standard toolbar, click the Chart Wizard button. The Step 1 Of 4 – Chart Type dialog box appears. In the Chart Type list, click Column, if necessary. In the Chart Sub-type box, click the Stacked Column sub-type in the center of the top row, and click Next. The Step 2 Of 4 – Chart Source Data dialog box appears with a preview of your chart. On the Data Range tab, verify that the Rows option is selected, and click Next. The Step 3 Of 4 – Chart Options dialog box appears. In the Chart Title box, type Yearly Sales, and click Next. The Step 4 Of 4 – Chart Location dialog box appears. Click the As Object In option, if necessary, and click the Finish button. The chart appears in the worksheet, and the Chart toolbar displays. The data that’s charted is outlined in blue. Moving, Resizing, and Modifying a chart In this exercise, you move, resize, delete, and restore a chart. If necessary, click a blank area of the chart to select it. Drag the chart to a position below the data and along the left edge of the worksheet Drag the sizing handle on the right edge of the chart to the right side of column F to make the chart wider. Drag the bottom sizing handle to the bottom of row 27 to make the chart longer. Click the Chart Area, and press the Delete key. The chart disappears from the worksheet. On the Standard toolbar, click the Undo button. The chart reappears on the worksheet. Save the workbook with the current name. Modifying Chart Titles and Adding Axis Labels In this exercise, you change the title of the chart and add labels for the X and Y axes. Right-click a blank area of the chart, and click Chart Options. The Chart Options dialog box appears with the Titles tab displayed. In the Chart Title box, select “Yearly Sales,” and type Five-Year Revenue Projection. The new title appears in the chart preview. In the Category (X) Axis box, type Fiscal Year. The axis title appears in the chart preview. In the Value (Y) Axis box, type Revenue (in thousands), and click OK. The chart appears with the new title and axis labels. Right-click the chart title, and click Format Chart Title. The Format Chart Title dialog box appears. Click the Font tab, if necessary, and on the Size list, click 12. Click OK. The chart title appears smaller. Save the workbook with the current name Format the legend and the pieces of a pie chart In this exercise, you reposition and format the legend and draw out pieces of the pie chart. Click the Expense History sheet tab. The sheet contains a pie chart. Drag the chart legend to the lower left corner of the Chart Area. Right-click the chart legend, and click Format Legend. The Format Legend dialog box appears. Click the Patterns tab, select the Shadow check box, and click OK. The legend appears with a shadowed border. Click the pie area, and click the smallest piece of the pie. Sizing handles appear around the piece. Drag the piece a short distance away from the pie. The piece appears separated from the rest of the pie. Save and close the Five Year Sales workbook. Open Member Pledges.. Change the chart type, and organize the data In this exercise, you change the chart type and organize the source data. |
Click
the Chart sheet tab.
The sheet contains a
column chart showing pledges collected in each
category. |
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