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Objectives. Chapter 15: Creating Charts Performance Objectives. Create a Chart Change Chart Design CHECKPOINT 1 Format Chart Layout Change Chart Formatting CHECKPOINT 2. Create a Chart. Create a Chart…continued. Create a Chart…continued. Create a Chart…continued. To insert a chart:
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Chapter 15: Creating ChartsPerformance Objectives • Create a Chart • Change Chart Design • CHECKPOINT 1 • Format Chart Layout • Change Chart Formatting • CHECKPOINT 2
Create a Chart…continued To insert a chart: • Click the Insert tab. • Click the Chart button in the Illustrations group. • Click the desired chart type and style. • Enter data in the Excel spreadsheet. • Close Excel. Chart button
Create a Chart…continued Choose a custom chart type in this list box. Choose a chart style in this list box.
Create a Chart…continued Enter data in cells in the Excel worksheet. The data entered is reflected in the Word document chart.
Create a Chart…continued • The Excel cells that you use to create the chart are surrounded by a blue border. • Below that border, the following message displays: “To resize chart data range, drag lower right corner of range.” • If you need to change the data range, position the mouse pointer on the bottom right corner of the border until the mouse pointer displays as a double-headed arrow pointing diagonally. • Hold down the left mouse button and then drag up, down, left, or right until the border is in the desired location.
Create a Chart…continued • Type the desired data in the Excel worksheet cells over the existing data. • To type data in the Excel worksheet, click in the desired cell, type the data, and then press the Tab key to make the next cell active. • Press Shift + Tab to make the previous cell active, or press the Enter key to make the cell below active. • As you type data in the Excel worksheet, the entries are reflected in the chart in the Word document.
Change Chart Design Chart Tools Design tab
Change Chart Design…continued To change the chart type and style: • Make the chart active. • Click the Chart Tools Design tab. • Click the Change Chart Type button in the Type group. • Click the desired chart type. • Click the desired chart style. • Click OK. Change Chart Type button
Change Chart Design…continued Change Chart Type dialog box
Change Chart Design…continued To save a chart as a template: • Make the chart active. • Click the Chart Tools Design tab. • Click the Save As Template button in the Type group. • At the Save Chart Template dialog box, type a name for the template. • Click Save. Save As Template button
Change Chart Design…continued To use a default template: • Click the Insert tab. • Click the Chart button. • At the Insert Chart dialog box, click the Templates option in the left panel. • Double-click the desired template in the list box. Templates option
Change Chart Design…continued To manage data: • Make the chart active. • Click the Chart Tools Design tab. • Click the desired button in the Data group. Data group
Change Chart Design…continued To edit data: • Make the chart active. • Click the Chart Tools Design tab. • Click the Edit Data button in the Data group. Edit Data button
Change Chart Design…continued To change the chart layout and style: • Make the chart active. • Click the Chart Tools Design tab. • Click the desired button in the Chart Layouts group. Chart Layouts group
Change Chart Design…continued chart layout options
CHECKPOINT 1 • This type of chart compares separate (noncontinuous) items as they vary over time. • Bar • Column • Line • Pie • When typing data in the Excel worksheet, press these keys to make the previous cell active. • Shift + Tab • Ctrl + Tab • Alt + Tab • Ctrl + Alt + Tab Answer Answer Next Question Next Question • This type of chart shows proportions and relationships of parts to the whole. • Bar • Column • Line • Pie • Use options in this tab to change the chart type, edit chart data, change the chart layout, or apply a chart style. • Chart Design Tools • Chart Tools Design • Chart Design • Chart Tools Answer Answer Next Question Next Slide
Format Chart Layout Chart Tools Layout tab
Format Chart Layout…continued To select an element: • Click the element. OR • Click the Chart Tools Layout tab. • Click the Chart Elements button arrow in the Current Selection group. Chart Elements button arrow
Format Chart Layout…continued To insert a picture in a chart: • Click the Chart Tools Layout tab. • Click the Picture button in the Insert group. • Navigate to the desired folder at the Insert Picture dialog box. • Double-click the desired picture. Picture button
Format Chart Layout…continued To position labels: • Make the chart active. • Click the Chart Tools Layout tab. • Click the desired button in the Labels group. • Choose the desired option at the drop-down list. Chart Title button
Format Chart Layout…continued To position a label by dragging it: • Make the chart active. • Select the label. • Point to the label until the mouse pointer displays with a four-headed arrow. • Hold down the left mouse button. • Drag the label to the desired location. mouse pointer
Format Chart Layout…continued • Use buttons in the Axes group to specify whether you want major and/or minor horizontal and vertical lines in the chart. Axes group
Format Chart Layout…continued • With buttons in the Background group, you can format the chart wall and floor and rotate the chart. • Depending on the type of chart you are customizing, some of the buttons in the Background group may not be active. Background group
Format Chart Layout…continued • Use buttons in the Analysis group to add analysis elements such as trend lines, up and down bars, and error bars. Analysis group
Change Chart Formatting Chart Tools Format tab
Change Chart Formatting…continued To apply a shape style: • Select the chart. • Select the shape. • Click the Chart Tools Format tab. • Click the More button at the right of the shapes in the Shape Styles group. • Select the desired option from the drop-down gallery. Shape Styles gallery
Change Chart Formatting…continued To apply a WordArt style: • Select the chart. • Select the text. • Click the Chart Tools Format tab. • Click the More button at the right of the thumbnails in the WordArt Styles group. • Select the desired option from the drop-down gallery. WordArt Styles gallery
Change Chart Formatting…continued To apply a text effect: • Select the chart. • Select the text. • Click the Chart Tools Format tab. • Click the Text Effects button that displays at the right of the WordArt Styles group. • Point to an option in the drop-down menu. • Select the desired option. Text Effects button
Change Chart Formatting…continued • With buttons and options in the Arrange group in the Chart Tools Format tab, you can change the location of a chart in a document and change the chart’s position relative to other elements. • If you want to move a chart in a document, you must first specify how you want text to wrap around the chart in its new location.
Change Chart Formatting…continued To specify how you want text to wrap using the Position button : • Select the chart. • Click the Chart Tools Format tab. • Click the Position button in the Arrange group. • Select the desired position from the drop-down gallery. Position button
Change Chart Formatting…continued To specify how you want text to wrap using the Wrap Text button: • Select the chart. • Click the Chart Tools Format tab. • Click the Wrap Text button in the Arrange group. • Select the desired position from the drop-down menu. Wrap Text button
Change Chart Formatting…continued To change the chart height and/or width: • Select the chart. • Click the Chart Tools Format tab. • Enter the desired measurements in the Shape Height or Shape Width measurement boxes in the Size group. Shape Height measurement box Shape Width measurement box
CHECKPOINT 2 • Use options in this group to specify whether you want major and/or minor lines in the chart. • Analysis • Axes • Background • Labels • With options in this tab you can apply a style to a shape, a WordArt style to text, or arrange the chart. • Chart Tools • Chart Tools Format • Chart Tools Design • Chart Tools Layout Answer Answer Next Question Next Question • With buttons in this group, you can format the chart wall and floor and rotate the chart. • Analysis • Axes • Background • Labels • With options in this group, you can send the chart behind or in front of other elements, specify the alignment, or rotate the chart. • Arrange • Size • Shape Styles • WordArt Styles Answer Answer Next Question Next Slide