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Exploring Microsoft Excel 2003

Learn how to effectively create and modify charts in Excel 2003 to deliver impactful messages, explore various chart types, utilize the Chart Wizard, differentiate between chart formats, and enhance charts with drawings and data series manipulation.

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Exploring Microsoft Excel 2003

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  1. Exploring Microsoft Excel 2003 Chapter 3 – Graphs and Charts: Delivering a Message Robert Grauer and Maryann Barber Committed to Shaping the Next Generation of IT Experts. Exploring Office 2003 - Grauer and Barber

  2. Objectives • Describe how a chart can be used to deliver a message. • List several types of charts and describe the purpose of each • Distinguish between an embedded chart versus a chart in its own sheet • Use the Chart Wizard, and F11, to create and modify a chart Exploring Office 2003 - Grauer and Barber

  3. Objectives (continued) • Use the Drawing toolbar to enhance a chart by adding lines and objects • Distinguish between data series in rows versus columns • Differentiate between a stacked-column chart versus a side-by-side column chart • Create a Word document that is linked to a worksheet and an associated chart Exploring Office 2003 - Grauer and Barber

  4. Case Study: Tax Cuts and Dinner The opening case study is inspired by the recent tax cut debate in Washington. Students will enter the percentage of the bill paid both before and after the rebate and create charts plotting the amounts Exploring Office 2003 - Grauer and Barber

  5. What is a Chart? • A graphic representation of data in a worksheet • Chart elements • Category labels – descriptive text entries • Data points – numeric values • Data series: a grouping of data points Exploring Office 2003 - Grauer and Barber

  6. Chart Types • Keep it simple • Use the appropriate chart type • Pie and Exploded pie charts display proportional relationships • Column charts display numbers rather than percentages • Bar charts display numbers horizontally Exploring Office 2003 - Grauer and Barber

  7. Pie Charts Chart title Each slice of the pie represents the percentage of the dinner bill each person pays Slices are exploded Exploring Office 2003 - Grauer and Barber

  8. Column Charts Embedded chart shows both the chart and the data Row 4 contains column headings and forms labels for X axis Exploring Office 2003 - Grauer and Barber

  9. Creating A Chart • Two ways to create • Embed chart in worksheet • Sizing handles allow you to size, move, copy, or delete an embedded chart • Create in separate chart sheet • Charts are linked to underlying data • A change in the data instantly updates the chart(s) created on that data Exploring Office 2003 - Grauer and Barber

  10. Using the Chart Wizard • Select the cells that contain the data • Click the Chart Wizard button on the standard toolbar • Select the chart type • Check the data series • Complete the chart options • Choose the location Exploring Office 2003 - Grauer and Barber

  11. Choose the Chart Type Sub-types change as a different chart type is selected Select any of the standard chart types or click the Custom Types tab to create your own Definitely use this button. If all you see is a blank screen, cancel and reselect data. Exploring Office 2003 - Grauer and Barber

  12. Check the Data Series Preview the chart before going further Collapse button hides the dialog and allows you to select a different range The first row is used as a default for the X axis labels Exploring Office 2003 - Grauer and Barber

  13. Complete the Chart Options Use the other tabs to add descriptive text to the chart and enhance its formatting Enter a title for the chart. If you want labels for the axes, enter them here Exploring Office 2003 - Grauer and Barber

  14. Choose the Location Give the chart sheet a name Use this option to create the chart in a chart sheet. Remember F11 provides this result instantly Use this option to embed the chart Exploring Office 2003 - Grauer and Barber

  15. Modifying a Chart • Add labels, change the data type, or format the chart with the Chart toolbar • Add text boxes, arrows and other objects for emphasis with the Drawing toolbar Exploring Office 2003 - Grauer and Barber

  16. Enhancing a Chart Arrow with embedded text box highlights fourth quarter increase Exploring Office 2003 - Grauer and Barber

  17. Moving and Sizing the Chart Sizing handles indicate a chart is selected and can be moved, sized, copied, or deleted Drag a corner handle to change height and width simultaneously and keep in proportion Exploring Office 2003 - Grauer and Barber

  18. Hands-on Exercise 1 • Title of Exercise: The Chart Wizard • Objective: To create and modify a chart by using the Chart Wizard; to embed a chart within a worksheet; to enhance a chart to include arrows and text. • Input file: Software Sales • Output file: Software Sales Solution Exploring Office 2003 - Grauer and Barber

  19. Multiple Data Series • Select multiple data series when you want to see individual data points rather than totals • Determine whether data series are in rows or columns • Data points plotted are the same either way, but grouping will be different. Exploring Office 2003 - Grauer and Barber

  20. Rows Versus Columns • If data series are in rows • First row is used for category labels • Remaining rows are used for data series • First column is used for the legend text • If data series are in columns • First column is used for category labels • Remaining columns are used for data series • First row is used for legend text Exploring Office 2003 - Grauer and Barber

  21. Data Series in Rows Data series in rows, so first row is used as category labels and remaining rows are data series First column used as legend text Exploring Office 2003 - Grauer and Barber

  22. Data Series in Columns Data series in columns, so first column is used as category labels and the first row as legend text Data points are the same; different grouping allows you to make different comparisons Exploring Office 2003 - Grauer and Barber

  23. Stacked Column Charts • Depicts totals by category instead of each individual data point • Each data point is plotted as part of a whole • Useful when you want to compare totals by category Exploring Office 2003 - Grauer and Barber

  24. Example of Stacked Column Chart Each category is graphed as a total. Denver is plotted beginning where Miami left off Data labels show the value associated with each piece of the column Exploring Office 2003 - Grauer and Barber

  25. Hands-on Exercise 2 • Title of Exercise: Multiple Data Series • Objective: To plot multiple data series in the same chart; to differentiate between data series in rows and columns • Input file: Software Sales Solution (from first exercise) • Output file: Software Sales Solution (additional modifications) Exploring Office 2003 - Grauer and Barber

  26. Object Linking and Embedding • Create a document in one application that contains objects from another application • Embedded object is stored in the document • an Excel chart becomes part of the Word document • Linked object is stored in its own file • any change in this file is automatically reflected in the main document Exploring Office 2003 - Grauer and Barber

  27. Linking A Worksheet Worksheet and embedded chart are linked into this document Exploring Office 2003 - Grauer and Barber

  28. Multitasking • Multitasking – the ability to have more than one application open at the same time • Use the taskbar to switch between open applications Exploring Office 2003 - Grauer and Barber

  29. Updating Links Change the source if the link becomes broken Use this if changes to the linked document are not updated in the main document Exploring Office 2003 - Grauer and Barber

  30. Hands-on Exercise 3 • Title of Exercise: Object Linking and Embedding • Objective: To create a compound document consisting of a memo, worksheet, and chart • Input file: Software Sales Solution (from second exercise) • Output files: Software Sales Solution (additional modifications),Software Memo Solution (Word document) Exploring Office 2003 - Grauer and Barber

  31. Summary • Charts graphically represent data in a worksheet • Select chart type based on the message you are trying to convey • Create with the Chart Wizard • Can be embedded onto a worksheet or created on a separate chart sheet Exploring Office 2003 - Grauer and Barber

  32. Summary (continued) • Multiple data series may be specified in either rows or columns • Same data points, but different grouping gives different comparison • Object Linking and Embedding (OLE) creates a compound document • Contains objects from multiple applications • Embedding – the object is stored within the compound document • Linking – the object is stored as a separate file Exploring Office 2003 - Grauer and Barber

  33. End-of-Chapter Exercises • Multiple Choice • Practice Exercises • Exercise 1 – Theme Park Admissions • Exercise 2 – Rows versus Columns • Exercise 3 – Flexibility in Charting • Exercise 4 – Page Break Preview • Exercise 5 – Your Next Car • Exercise 6 – Irrational Exuberance • Exercise 7 – Worksheet References • Exercise 8 – Additional Practice Exploring Office 2003 - Grauer and Barber

  34. End-of-Chapter Exercises (continued) • Mini Cases • The Convention Planner • Designer Clothing • PowerPoint Presentations • Exploded Pie Charts Exploring Office 2003 - Grauer and Barber

  35. Questions? Exploring Office 2003 - Grauer and Barber

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