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Excel 2013 Level 1 Unit 2 Enhancing the Display of Worksheets Chapter 7 Creating Charts and Inserting Formulas. Creating Charts and Inserting Formulas. Create a Chart Change the Chart Design CHECKPOINT 1 Change the Chart Formatting Delete a Chart - PowerPoint PPT Presentation
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Contents© Paradigm Publishing, Inc. 1
© Paradigm Publishing, Inc. 2 Contents
Excel 2013Level 1
Unit 2 Enhancing the Display of Worksheets
Chapter 7 Creating Charts and Inserting Formulas
© Paradigm Publishing, Inc. 3 Contents
Creating Charts and Inserting Formulas
Create a Chart Change the Chart Design CHECKPOINT 1 Change the Chart Formatting Delete a Chart Write Formulas with Financial Functions Write a Formula with the IF Logical Function Write IF Formulas Containing Text CHECKPOINT 2
Quick Links to Presentation Contents
© Paradigm Publishing, Inc. 4 Contents
Create a Chart
To create a chart:1. Select cells.2. Click INSERT tab.3. Click desired chart
button.4. Click desired chart style
at drop-down gallery.
Charts group
chart styles
© Paradigm Publishing, Inc. 5 Contents
Create a Chart - continued
continues on next slide…
Chart Description
areaEmphasizes the magnitude of change rather than time and the rate of change. It also shows the relationship of parts to a whole by displaying the sum of the plotted values.
bar Shows individual figures at a specific time or shows variations between components but not in relationship to the whole.
bubbleCompares sets of three values in a manner similar to a scatter chart, with the third value displayed as the size of the bubble marker.
column Compares separate (noncontinuous) items as they vary over time.
doughnut Shows the relationship of parts of the whole.
© Paradigm Publishing, Inc. 6 Contents
Create a Chart - continuedChart Description
lineShows trends and change over time at even intervals. It emphasizes the rate of change over time rather than the magnitude of change.
pie Shows proportions and relationships of parts to the whole.
radarEmphasizes differences and amounts of change over time and variations and trends. Each category has its own value axis radiating from the center point. Lines connect all values in the same series.
stock Shows four values for a stock: open, high, low, and close.
surface Shows trends in values across two dimensions in a continuous curve.
xy (scatter)Shows the relationships among numeric values in several data series or plots the interception points between x and y values. It shows uneven intervals of data and is commonly used in scientific data.
© Paradigm Publishing, Inc. 7 Contents
Create a Chart - continued
To create a recommended chart:1. Select cells.2. Click INSERT tab.3. Click Recommended
Charts button.4. Click OK at Insert Chart
dialog box.OR5. Select cells.6. Press Alt + F1.
Insert Chart dialog box
© Paradigm Publishing, Inc. 8 Contents
Create a Chart - continued
chart
When you create a chart, the chart is inserted in the same worksheet as the selected cells.
© Paradigm Publishing, Inc. 9 Contents
Create a Chart - continued
To resize a chart:1. Select chart.2. Position mouse
pointer on sizing handles for middle or corner of the border.
3. Hold down left mouse button.
4. Drag to desired size. Drag the sizing handle
© Paradigm Publishing, Inc. 10 Contents
Create a Chart - continued
To move a chart:1. Select chart.2. Position mouse pointer on a border.3. Hold down left mouse button.4. Drag chart to desired position.
Drag the chart
© Paradigm Publishing, Inc. 11 Contents
Create a Chart - continued
The cells you select to create the chart are linked to it. If you need to change the data for a chart, edit the
data in the desired cell and the corresponding section of the chart will be automatically updated.
If you add data to cells within the range of cells used for the chart, called the source data, the new data will be included in the chart.
© Paradigm Publishing, Inc. 12 Contents
Create a Chart - continued
Chart Elements
When you insert a chart in a worksheet, three buttons display at the right side of the chart border: Chart Elements Chart Styles Chart Filters
Chart Styles
Chart Filters
© Paradigm Publishing, Inc. 13 Contents
Create a Chart - continued
To print a chart:1. Select chart.2. Click FILE tab.3. Click Print option.4. At Print backstage area,
click Print button.
Print button
© Paradigm Publishing, Inc. 14 Contents
Change the Chart Design
CHART TOOLS DESIGN tab
With options in the CHART TOOLS DESIGN tab, you can add chart elements, change the chart type, specify a different layout or style for the chart, and change the location of the chart so it displays in a separate worksheet.
© Paradigm Publishing, Inc. 15 Contents
Change the Chart Design - continuedTo change a chart style at the Change Chart Type dialog box:1. Make chart active.2. Click CHART TOOLS DESIGN
tab.3. Click Change Chart Type
button.4. Click desired chart type.5. Click desired chart style. 6. Click OK. Change Chart
Type dialog box
© Paradigm Publishing, Inc. 16 Contents
Change the Chart Design - continuedTo switch rows and columns:1. Make chart active.2. Click CHART TOOLS
DESIGN tab.3. Click Switch Row/Column
button. Switch Row/Column button
© Paradigm Publishing, Inc. 17 Contents
Change the Chart Design - continuedTo change the chart layout and style:1. Make chart active.2. Click Quick Layout button in Chart Layouts group and
then click desired layout.3. Click More button.4. Click desired chart style.
Chart Layouts group
© Paradigm Publishing, Inc. 18 Contents
Change the Chart Design - continuedTo change the chart location:1. Make chart active.2. Click CHART TOOLS
DESIGN tab.3. Click Move Chart
button.4. Click New Sheet
option.5. Click OK.
New Sheet option
© Paradigm Publishing, Inc. 19 Contents
Change the Chart Design - continuedTo change the chart location back to the original sheet:1. Make chart active.2. Click Move Chart button.3. At Move Chart dialog box, click down-pointing arrow at
right side of Object in option.4. Select desired sheet.5. Click OK.
Object in option
© Paradigm Publishing, Inc. 20 Contents
CHECKPOINT 11) Create a chart with buttons in the
Charts group on this tab.a. DATAb. PAGE LAYOUTc. HOMEd. INSERT
3) This tab contains options for changing the chart layout and style.a. CHART TOOLS DESIGNb. PAGE LAYOUTc. INSERTd. REVIEW
2) This type of chart shows trends and change over time at even intervals.a. columnb. barc. lined. pie
4) You can use this keyboard shortcut to create a default chart type.a. F1b. F4c. F8d. F11
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© Paradigm Publishing, Inc. 21 Contents
Change the Chart Formatting
CHART TOOLS FORMAT tab
Customize the formatting of a chart and chart elements with option on the CHART TOOLS FORMAT tab.
© Paradigm Publishing, Inc. 22 Contents
Change the Chart Formatting - continued
To select a chart element:1. Make chart active.2. Click CHART TOOLS FORMAT
tab.3. Click down-pointing arrow
at right side of Chart Elements button.
4. At drop-down list, click desired element.
Chart Elements button
© Paradigm Publishing, Inc. 23 Contents
Change the Chart Formatting - continued
To insert a shape:1. Make chart active.2. Click CHART TOOLS
FORMAT tab.3. Click More button at
right side of shapes.4. Click desired shape at
drop-down list.5. Click or drag to create
shape in chart.
shape options
© Paradigm Publishing, Inc. 24 Contents
Change the Chart Formatting - continued
To display a task pane:1. Select chart or specific
chart element.2. Click CHART TOOLS
FORMAT tab.3. Click Format Selection
button.
task pane
© Paradigm Publishing, Inc. 25 Contents
Change the Chart Formatting - continued
To change chart height and/or width measurements:1. Make chart active.2. Click CHART TOOLS
FORMAT tab.3. Insert desired height
and/or width with Shape Height and/or Shape Width measurement boxes.
Size group
© Paradigm Publishing, Inc. 26 Contents
Delete a Chart
Delete a chart created in Excel by clicking once in the chart to select it and then pressing the Delete key.
If you move a chart to a different worksheet in the workbook and then delete the chart, the chart is deleted but not the worksheet.
© Paradigm Publishing, Inc. 27 Contents
Write Formulas with Financial Functions
PMT Function Arguments palette
The PMT function calculates the payment for a loan based on constant payments and a constant interest rate.
The PMT function contains the arguments Rate, Nper, Pv, Fv, and Type.
© Paradigm Publishing, Inc. 28 Contents
Write Formulas with Financial Functions - continued The FV function calculates the future value of a series
of equal payments or an annuity.
FV Function Arguments palette
© Paradigm Publishing, Inc. 29 Contents
Write a Formula with the IF Logical Function A question that can be answered with true or false is
considered a logical test. You can use the IF function to create a logical test that
performs a particular action if the answer is true (condition met) and another action if the answer is false (condition not met).
For example, an IF function can be used to write a formula that calculates a salesperson’s bonus as 10% if the salesperson sells more than $99,999 worth of product and 0% if he or she does not sell more than $99,999 worth of product. That formula would look like this: =IF(sales>99999,sales*0.1,0).
© Paradigm Publishing, Inc. 30 Contents
Write a Formula with the IF Logical Function - continuedTo write an IF function in the Function Arguments palette:1. Click FORMULAS tab.2. Click Logical button.3. Click IF at drop-down list.4. Type three arguments in palette.
IF Function Arguments palette
© Paradigm Publishing, Inc. 31 Contents
Write IF Formulas Containing Text If you write a formula with an IF function and you want
text inserted in a cell rather than a value, you must insert quotation marks around the text.
For example, to write a formula with an IF function that inserts the word PASS in a cell if the average of the new employee quizzes is greater than 79 and inserts the word FAIL if the condition is not met, type =IF(E16>79,"PASS","FAIL").
© Paradigm Publishing, Inc. 32 Contents
CHECKPOINT 21) Use this button in the Current
Selection group to select a chart element.a. Format Selectionb. Chart Elementsc. Alignd. Shape Effects
3) This function calculates the future value of a series of equal payments or an annuity.a. MINb. MAXc. PMTd. FV
2) To change the chart height and/or width, use options in this group on the CHART TOOLS FORMAT tab.a. Sizeb. Arrangec. Current Selectiond. Shape Styles
4) When writing an IF function, you must insert these around the text you want inserted in a cell.a. periodsb. exclamation pointsc. commasd. quotation marks
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© Paradigm Publishing, Inc. 33 Contents
Creating Charts and Inserting Formulas
Create a chart with data in an Excel worksheet Size, move, edit, format, and delete charts Print a selected chart and print a worksheet containing
a chart Change a chart location Insert, move, size, and delete chart elements and
shapes Write formulas with the PMT and FV financial
functions Write formulas with the IF logical function
Summary of Presentation Concepts