Making Charts With Excel 2003: Income & Profit
Making Charts With Excel 2003: Income & Profit
A chart is a visual representation of data. Excel displays charts in two different ways.
They can be either embedded in the worksheet or displayed as a separate item. If you
plan on printing the chart by itself, it is best to create the chart in a separate sheet. The
embedded chart floats over the worksheet and it can be moved around and resized. If you
plan on printing the chart along with the data it uses, then embedding the chart in the
worksheet is the best option. When a chart or a chart sheet is active in the Excel
workbook, the Chart menu replaces the Data menu in Excel.
Parts of a chart:
A chart has a horizontal axis, the category axis. This axis represents the category for
each data point.
The vertical axis is the value axis. It displays the values in major unit increments. In
some cases data points with different value scales need to be plotted. In this case, one can
create a chart with two value axes, one on the left and one on the right. Example:
Income & Profit
Income
Profit Margin
12.0%
10.0%
8.0%
6.0%
4.0%
2.0%
0.0%
200000
150000
100000
50000
0
Jan
Feb Mar
Income
Profit Margin
Months
Creating a chart:
Enter the following data to your worksheet to create a chart:
Region1
Region2
Jan
1,843
983
Feb
2,283
1,092
Mar 2,184
1,143
a. To create a chart with one key stroke, select the data range and press F11. Excel
creates a chart and places it in a chart sheet.
b. To create a chart with a mouse click, first activate the chart tool bar by selecting
View>Toolbars>Chart from the menu bar (the Chart menu can float anywhere in
the menu bar.)
Then select the data range and click on the chart icon in the tool bar. Excel inserts the
chart in the current worksheet.
c. to create a chart by using the chart wizard, click on the chart icon in the toolbar:
4 5
1. Chart objects: When a chart is activated, chart elements are displayed in the
dropdown box:
2. Format selected object
3. Select chart type
4. Legend (toggles legend display)
5. Data table (toggles data table display)
6. By row (displays data by rows)
7. By column (displays data by columns)
8. Angles selected text clockwise or
counterclockwise
Chart Wizard:
The chart wizard prompts you for various settings in creating your charts.
The first step in creating a chart with the chart wizard is to select the chart type.
Excel provides a wide range of chart types from which to choose. These types are both in
the Standard and the Custom tabs.
Modifying a chart:
Moving & resizing: if your chart is embedded, you can move and resize it as if it is any
image by dragging it or by pulling on the handles.
Changing the chart type: choose Chart>Chart type from the menu bar to select a new
chart type:
Deleting a chart: Activate an embedded chart by clicking on it and push the delete key.
To delete a chart sheet, right click on its sheet tab and choose delete from the menu.
Printing charts: To print an embedded chart, simply choose File>Print from the menu
bar and print as you would the worksheet. (Be sure to preview the print before actually
printing it.) To print a chart sheet, select File>Page Setup and select the options you need
and preview before printing.
Sold
Number
150
100
50
Quarter
4t
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3r
d
DVD Players
2n
d
1s
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VCRs
Advanced Topics:
Adding a Secondary Axis
In the example on page 1, the Income & Profit chart includes two value axes. The one on
the left contains the Income values and ranges from 0 to 200,000 where as the one on the
right contains the profit margin values and ranges from 0-12%. To create a chart with
data with different value ranges, a secondary value axis is necessary.
Select custom chart type in the chart wizard
(or through the
chart toolbar)
Month
Profit
Jan
Feb
Mar
Apr
May
Jun
Income
150000
180000
135000
151000
185000
152000
Margin
8.0%
11.0%
8.2%
8.1%
11.0%
8.3%
or
# of Students
# of Students
12
10
12
8
10
# of Students
8
# of
Students
2
0
1
0
1
As the saying goes a picture is worth a thousand words. Sometimes charts look better if
graphics are incorporated into the chart rather than plain bars. Think USA Today way of
presenting statistical information. The charts above were produced by inserting a clipart
into the chart on the left and formatting an autoshape for the chart on the right.
Select the data series by double clicking in your chart (data series) then choose
Format>Selected data series to access the Format Data Series dialog box. Select fill
effects; click the Picture tab to insert a picture. You can also copy a graphic image to the
Clipboard. Then, select the chart column and choose Edit>Paste.
Word Art
Clipart