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Excel 2013Level 1

Unit 2 Enhancing the Display of Worksheets

Chapter 7 Creating Charts and Inserting Formulas

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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

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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

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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.

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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.

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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

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Create a Chart - continued

chart

When you create a chart, the chart is inserted in the same worksheet as the selected cells.

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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

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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

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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.

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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

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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

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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.

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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

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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

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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

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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

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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

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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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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.

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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

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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

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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

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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

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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.

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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.

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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

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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).

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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

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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").

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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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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