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Course Transcript

Presenting Data in Tables and Charts in Excel

2013
Presenting Data in Tables
| 1. Creating and Editing a Table in Excel 2013 |

| 2. Adjusting a Table's Appearance in Excel 2013 |

| 3. Activity: Create a Table in Excel 2013 |

Presenting Data in Charts

| 1. Creating and Editing a Chart in Excel 2013 |

| 2. Adding Elements to a Chart in Excel 2013 |

| 3. Adjusting a Chart's Appearance in Excel 2013 |

| 4. Activity: Create a Chart in Excel 2013 |

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Creating and Editing a Table in Excel 2013

Learning Objective
After completing this topic, you should be able to
create a table in Excel 2013

1. Meet your instructor

Narrator: Hi, I'm Jeanie Saunders and I'm a Microsoft Certified
Trainer.

Narrator: Have you ever been overwhelmed with the way data is
presented in a worksheet? In the absence of any visual
structure, it can just appear like rows and columns of
meaningless numbers.

Narrator: But organize the data into tables of related values

or summarize it graphically and your worksheet soon begins to
reveal its story. Add some highlights and pointers and your
audience can't fail to get it.

Narrator: In this course, I'll show you how to present data in

the form of tables and charts in Microsoft Excel 2013. I'll
demonstrate how to create and edit tables and how to fine tune
their appearance. I'll show you how to generate charts from
your data and how to maximize their visual appeal and
effectiveness.

2. Creating a table
Excel allows you to treat discreet ranges of cells as independent tables. Now, that might sound a
little bit funny, because everything within Excel looks sort of tabular, right? Much of what you look
at in Excel looks like a rectangle. However, when you work within Excel and you insert a column or
row as you copy data it often has a downstream effect on the cells that are maybe off to the
right in the worksheet or farther down below. When you discreetly point out to Excel that this range
is going to be considered a table, what that allows you to do is independently manage and analyze
that data so that it doesn't have an effect on the rest of the data in the worksheet.

Graphic

An example of a workbook displays. The data is formatted as a table. The sixth column,
column F gets selected. Then more data is added in the seventh column. Thereafter row
and column headers are added, cells are formatted using banded rows, and then a style
is applied to the data in the table.

3. Demo: Creating a table

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There are several ways to create a table within Excel. You can enter your data in and then choose,
if you will, to convert that data into a table. Or you can point out to Excel to begin with that you're
going to designate a range you want it to be a table and then enter in your data. We're going to
work with all of those situations right now. You can see in the workbook that I have open called
Cell Phone Sales by Region that we have data already typed in and if I go on my ribbon up to the
INSERT menu, in the very first group called Tables, there's a Table button. And if I click on it, a
dialog box will open up and everything is already set. The range where Excel believes the data to
be and it's assuming that your data has headers I don't want to speak to that too much right now,
I'm just going to click on OK to show you what Excel will do for very little work at all. You can see
now that the column headings the header area is actually formatted differently than the rest of
the data and the data is all formatted in a nice tabular format, making a little bit easier to see and
helping it to stand out from the rest of this worksheet.

Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel. The HOME tab is
open on the ribbon. The data is spread across six rows and seven columns. Both rows
and columns have headers. With one cell selected in the worksheet, cell D4, the
instructor then switches to the INSERT tab of the ribbon. In the Tables group of the
INSERT tab, the instructor clicks the Table button. This opens a Create Table dialog box,
which contains a Where is the data for your table text box and a My table has headers
checkbox. The text box has the value =$A$1:$G$6 in this instance. The checkbox is
selected. Once the instructor clicks OK, the dialog box closes and the data is formatted
as a table with column headers and banded rows. There is also a header row and a filter
button associated with each column header. The instructor then deselects the table by
clicking somewhere else in the worksheet.

I'm going to click on the Undo button right now to show you what would happen if you went to that
INSERT tab on your ribbon and chose Table and then cleared the My table has headers box to
see what would happen. The nice thing is, Excel does not destroy any of the data. In fact, it
inserted a row above your data and put in its own column headings. Those column headings are
editable. All you would need to do is to type over them and you would have new column headings
and your table is all completely formatted. I'm going to deselect to let you know it did exactly the
same thing. I'm going to once again click on the Undo button to show you. To back up a minute:
did you notice that when we were creating the table we did not highlight the whole range such
that I'm doing right now before we said we wanted to create a table? The reason for that is, is
that Excel takes a look when you actually click on the INSERT - Table button at your active cell
and makes a decision based on all of the adjacent cells to where you have actively highlighted,
and it assumes that that is the table data.

Graphic

When the instructor clicks Undo on the Quick Access toolbar, the inserted table is
removed. The instructor then selects INSERT - Table once more. In the Create Table
dialog box, the instructor deselects the My table has headers checkbox and clicks OK.
The tabular data is inserted once more. The row above the data has the column
headings Column1, Column2, and so forth. The instructor clicks outside the table to
deselect the table data, and then clicks Undo on the Quick Access toolbar once more.
The table format disappears. The instructor then selects the data from cell A1 through to

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cell G6, and deselects it.

So, if I wanted my table to go beyond column G knowing full well that maybe here in column H I
would put July and so on and so forth then I would have to highlight with my mouse, before
inserting the table, to point out to Excel that this is how far perhaps my table would go. At this
point I could go up to my ribbon and insert the table or I could use my keyboard shortcut, which is
Ctrl+T. You can see that with Ctrl+T it brings up exactly the same Create Table dialog box with
everything filled in. You have the choice. My table has headers, or not just like always and
when I click on OK, you can see that Excel has created the table based on my highlighted region
and so some of my columns are blank because I don't have any data in them.

Graphic

When the instructor selects the data from cell A1 through to cell H6, the selection area
now exceeds the width of the data. When the Create Table dialog box opens, the Where
is the data for your table text box displays the value =$A$1:$K$6. The My table has
headers checkbox is deselected. Once the instructor clicks OK, the selected area in the
worksheet is formatted as a table. The instructor then clicks somewhere else to deselect
the table.

Once again, I'm going to Undo just to keep bringing us back to a beginning state. And I would
like to point out that you don't have to have any data at all entered into your worksheet if you know
that this specific range is where you're going to have a table in the future. You can highlight the
blank cells and choose to insert the table, and Excel will give you a place where you could begin
typing. And I'm going to show you just exactly how you would type over those column headings
just typing in my data and going about my business. In the blank cells I could enter in numbers
and all I'm doing is clicking and typing, pressing Enter and moving onto the next cell. So just like I
entered data into blank, unformatted cells, I can enter data into the blank table.

Graphic

Once the instructor clicks Undo on the Quick Access toolbar, the table formatting is
removed but the selection still highlights cells A1 through K6. The instructor then selects
cells B10 through F18 and selects INSERT - Table on the ribbon. In the Create Table
dialog box that opens, the Where is the data for your table text box has the value
=$B$10:$F$18 entered into it. When the instructor clicks OK, the selected area in the
worksheet is formatted as a table. The table has column headers. The instructor selects
the first column header, cell B10, and types the value Monday to replace the default
value of Column1. She then replaces the default column header of Column2 with
Tuesday in cell C10 and enters the value of 1245 in cell B11.

4. Demo: Formatting a table

Let's investigate how to edit a table once you have converted your plain text into a table. Here I
have the Cell Phone Sales by Region workbook open and I've made the data into a table. And as

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soon as I do that, I get a contextual tab up here on the ribbon called TABLE TOOLS - DESIGN.
This is the headquarters, if you will, for how we edit the table. The first thing I'd like to investigate
is you see here the Table Name. Excel automatically names your table, you didn't do anything to
get Table 5 written in there. But you can rename the table to make it something more meaningful.
And in order to rename it, all I'm going to do is click up here and I'm going to type in something
that makes more sense to me maybe firstsix, since it represents the first six months worth
of data. And now that table all through Excel all through this entire workbook is called firstsix.
So I can easily use that name in calculations as well as navigation to get back to this worksheet
in this particular table.

Graphic

The Cell Phone Sales by Region workbook contains data is spread across six rows and
seven columns in a table. Both rows and columns have headers. With cell C5 selected in
the table, the instructor clicks the TABLE TOOLS - DESIGN contextual tab on the ribbon,
and then changes the Table Name from Table5 the default to firstsix in the Properties
group on the ribbon.

Right underneath that you'll notice that you can resize a table. There are two ways, really, to resize
the table. One is to simply go to the bottom right corner of the table where there's this little handle
and you can drag and drop. And you can see how I'm doing that now with my mouse. This is not
really the most practical thing to do when your table is very large. The Resize Table button up in
the ribbon is very nice, because it writes out the entire range and it would allow you to designate a
different column, as well as a different row, and that's another way that you could resize your
table. Staying right within the ribbon: another area that you can easily format and edit your table, is
the group called Table Style Options. And it's very nice, because all you need to do is clear and
check off different boxes to add different features to your table.

Graphic

When the instructor hovers their cursor over the bottom right corner of the selected area,
the cursor changes to a handle that can be clicked to change the table's size. When the
instructor clicks the Resize Table button on the DESIGN tab of the ribbon, the Resize
Table dialog box opens. The dialog box has a Select the new data range for your table
text box, and it includes the Note: The headers must remain the same row, and the
resulting table range must overlap the original table range. The range in this instance is
=$A$1:$G$6. When the instructor clicks Cancel, the dialog box closes. The Table Style
Options group includes these checkboxes: Header Row, Total Row, Banded Rows, First
Column, Last Column, Banded Columns, and Filter Button.

So if I decide I want a total row, it's as simple as clicking in the box for Total Row. And you can
see now, down in row 7 I have my totals and even more than that if I click here, in cell B7, I
see that there's a drop-down. And if I click on that drop-down, Total implies that you're going to
Sum, of course. But notice you can change the function in that total cell to anything that you see
here in this box. In the same way, one of the defaults that we get is a Filter Button. You see that
it's checked, and if you look closely at all the column headings, they all have their own drop-downs
those are filter drop-downs. So if I decide I don't want filtering, then I clear that box and now my

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column headings are all plain and there's no ability to filter. If at a later time I decide I would like to,
it's as simple as checking that box.

Graphic

The instructor selects the Total Row checkbox in the Table Style Options group of the
ribbon, and a total row is added to the table. This new row contains a row header of Total
and the last cell in the row by default displays the totals of the values in the last column
in the table. When the instructor selects cell B7 in the total row, a drop-down arrow
displays. The options in the drop-down list are None, Average, Count, Count Numbers,
Max, Min, Sum, StdDev, Var, and More Functions. When the instructor deselects the
Filter Button checkbox in the Table Style Options group on the ribbon, the drop-down
arrows beside each column and row header disappear except for the cell that's currently
selected.

5. Demo: Deleting a table

Let's take a moment to talk about deleting a table. There are many options when it comes to
deleting a table. For example, you can remove the tabular format, you can delete the data from
the table, or you can delete the table altogether. I'm going to show you how to do all of that. If you
no longer want this data to be separate from all the other data in our worksheet, you remove the
tabular format. The way to do that, is to select any part of the table and use your contextual tools
DESIGN tab. Go to the Tools group and choose Convert to Range. And it'll ask you: Do you want
to convert this table to a normal range? When you click on Yes, notice now that you kept the
formatting. But if I click as an example here in the total row, notice I don't get that drop-down,
I'm not able to change from Sum to Average. Also, on the contextual tools DESIGN tab it's no
longer available for this data.

Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel. The data is formatted
as a table that consists of six rows and seven columns.Cell B4 is selected in the table.
The instructor then clicks the TABLE TOOLS - DESIGN contextual tab on the ribbon, and
clicks the Convert to Range button in the Tools group. A notification opens. It reads: Do
you want to convert the table to a normal range? There is a Yes button and a No button.
Once the instructor clicks Yes, the formatting remains, but the data is now a normal
range instead of a table. When the instructor selects a cell within the range, cell B7, the
TABLE TOOLS contextual tab doesn't display on the ribbon.

I'm going to click on the Undo button so that I can show you another way. You might not want to
delete the table, but you might want to delete the data within the table. So this time I very carefully
highlighted rows 2 through 6 where the specific data is, and if I press Delete on my keyboard what
I really have is that the table's still there I'm clicking on B7 to illustrate that. And here's my
drop-down. I have all the characteristics of my table. In fact I still have up on my ribbon my TABLE
TOOLS - DESIGN contextual tab. So I deleted all the data and I can enter in new data, but the
table is still here. Finally, I'm going to click on that Undo button to bring everything back. I want to
show you that if I highlight the entire table which includes the column headings and then press

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Delete on my keyboard, I'm going to deselect it now and show you just how dramatic it is. Not only
is the table deleted, but it deleted the contents and all of the formatting. So understanding deleting
data from a table is quite complex, and good to experiment with, before you have to work on a
large table.

Graphic

When the instructor clicks the Undo button on the Quick Access toolbar, the table
formatting is reapplied to the selected range. The instructor then selects an area within
the table - cells A2 through G6. After pressing Delete, the selection and formatting that
had been applied to the table remains but the cell values are removed so that the cells
are blank. When the instructor selects cell B7 in the table, the TABLE TOOLS - DESIGN
contextual tab displays on the ribbon. When the instructor clicks the Undo button on the
Quick Access toolbar, the data is re-entered into the cells and the sum in the total row
adds to the total value of $7,342,216 once more. The instructor then selects all the table
data cells A1 through G7 and presses their Delete key on the keyboard. The data,
table formatting, and table values are now all removed from the worksheet. When the
instructor deselects the area, it is apparent that the worksheet is now empty.

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Adjusting a Table's Appearance in Excel 2013

Learning Objective
After completing this topic, you should be able to
format a table and customize a table style in Excel 2013

1. Formatting a table
You can customize the formatting of any Excel table. You do this through table styles. What a table
style lets you do is apply several if you want formatting changes at the same time to an entire
table. You could do something to individual rows, or columns, you can highlight a total column or
row different than the rest of the worksheet. You can apply colors and patterns. One thing that's
important to know is that Excel gives you several preset table styles. Or you could create your own
new table style. Also, before you begin, if your table data is formatted and then you apply a preset
table style, Excel will not write over your formatting. They will be combined. So it's good for you to
know that you may want to clear out all formats that exist and then begin to apply any one of the
table styles.

Graphic

An example of an Excel workbook displays. Various predefined styles are applied to it,
including a Light and Medium style. A pattern fill is also applied to one of the columns.

2. Demo: Applying Table Style Options

Let's look at some of the built-in, easy-to-access table style options that Excel has. Here on the
workbook I have on my screen, all I've done is simply converted text into a table. So we have the
default table style here and let's have a look at what Excel gives us by default. On the TABLE
TOOLS - DESIGN contextual tab, in the Table Style Options group, Excel always will give you a
header row. Rows will be banded together and your header row will be set to filter. All of these are
switches that you can turn off. So the checkmark means they are on; clearing it takes that option
away. If instead of wanting banded rows you want banded columns, I simply clear out the Banded
Rows box and turn on the Banded Columns. If I want the first and last column to be emphasized,
I click those boxes and I see that the font color actually turns to white and now those columns are
bolded and highlighted for me. The nice thing about the Table Style Options group is that I can try
out the different formatting and if I decide I don't want it, I can simply clear it back out and change
my mind. I can get it right back to where it was when we started.

Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel. The data is formatted
as a table that consists of six rows and seven columns. On the TABLE TOOLS - DESIGN
contextual tab, in the Table Style Options group, the Header Row and Banded Rows
checkboxes are selected, as well as the Filter Button checkbox. When the instructor
deselects the Filter Button checkbox, the filter button is removed from all the column and
row headers in the table. When the instructor deselects the Banded Rows checkbox, the
bands of color are removed from the table's rows, except for the header row which is still

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formatted with a background fill color. When the instructor selects the Banded Columns
checkbox, a background fill color is applied to every second column in the table. When
the instructor selects both the Last Column and First Column checkboxes, both the first
and last columns in the table are formatted with a darker background fill color than the
banded columns. When the instructor deselects the checkboxes again, the column
background fill colors are removed.

3. Demo: Modifying a table style

Let's explore how to create and modify a table style. In my workbook, the data is unformatted and
not yet a table. To format this data into a table, I'm going to do it quickly by looking at the preset
table styles that Excel gives us. I'm going to go up to the HOME tab in my ribbon and click on the
drop-down for Format as Table. This dialog box has all the preset formats divided into three
categories. I can select a Light format, or I could select a Medium format. To do that, I'm going to
Undo what I just did and go back to that Format as Table and give you an example of a Medium
format. And what that really has to do with, as you can see, is the intensity of color. And part of the
reason why I'm doing this right now is to show you just how many preset Table Styles that Excel
gives you. And finally, here's a Dark one.

Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel. The data consists of
six rows and seven columns, and the data includes column and row headers. When the
instructor scrolls down, there is a second worksheet open in Excel. This worksheet is
entitled Sheet1 and contains a duplicate of the data in the Cell Phone Sales worksheet.
The instructor then selects a cell in the table, cell D5, and clicks the Format as Table
button on the HOME tab of the ribbon. This expands a gallery of thumbnails, each
representing a different predefined series of formatting effects that can be applied. The
gallery is divided into a Light section, and a Medium section. When the instructor selects
the third thumbnail in the Light section of the gallery, a Format as Table dialog box
opens. The dialog box includes a Where is the data for your table?text box that currently
contains the range =$A$1:$G$6. There is also a My table has headers checkbox, which
is selected. Once the instructor clicks OK, the formatting is applied to the table in this
instance a dark red text color with a white background fill color.

Notice that every time that I've been choosing the different formats, I always deselect to let you
see just the intensity of the color. It's often times very difficult to see when the whole range is
selected. So I think that for the most part people are going to be very happy with the amount of,
and the variety of, different table styles that Excel provides. Nonetheless, you may wish to be able
to create your own. So to do that, I'm going to leave this preset 1 here and I'm going to go up to
the drop-down for Format as Table, past all the presets, to the menu choice down here called
New Table Style. And when I choose that, I don't get in my preview here any of my existing
options. I really get a blank slate, if you will.

Graphic

The instructor clicks the Format as Table button again to expand the gallery. As she

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hovers the cursor over the various thumbnails in the gallery, a preview of the formatting
change for each thumbnail displays in the table, as if the style had been applied to the
table. When the instructor selects the New Table Style option, a New Table Style dialog
box opens. The dialog box contains a Name text box, a preview section, and a Table
Element list with the options: Whole Table, First Column Stripe, Second Column Stripe,
First Row Stripe, Second Row Stripe, Last Column, First Column, Header Row, and Total
Row. There is also a Format button and a Set as default table style for this document
checkbox.

The first thing that you need to do is assign a format to the whole table. This is very important to
realize. The first thing in the table elements box is the Whole Table. You have to set a format for
this. And after that you can but you don't have to set a format for all of the other elements. So
with Whole Table selected, I'm going to click on Format and I'm going to say, I would like the
whole table to have maybe a very light orange color. And let's seeoh boy, in this Preview box
you can see that very light orange color. And maybe I would like it to be Bold and, within this
dialog box, I would like you to notice that you can also select a border for your formatted table.
You can choose any of the typical line styles that you did in any workbook activity. So I'm going to
click one and say that I want the border to go on the insides and the outsides of everything.

Graphic

The default name in the New Table Style dialog box's Name text box is Table Style 1 in
this instance. The Whole Table option is selected in the Table Element list by default.
When the instructor clicks the Format button, a Format dialog box opens. It has three
tabbed pages: Font, Border, and Fill. The Font tabbed page has options to change the
font, the font style, size, Underline, Color, Effects such as Strikethrough, and a Preview
of the selected settings. When the instructor selects the Color option, a color palette
expands. The instructor selects a light orange color swatch from the Theme Colors
section and selects the Bold option in the Font style list. The instructor then clicks the
Border tab. The Border tabbed page has options to change the table border's Line Style,
Color, and Border alignment. There is also a preview. The instructor chooses a border
line weight of roughly 1 point, with the Inside border preset.

And finally, just so we can make sure we see this, I'm going to choose a pattern ofI'm going to
stick with that light color in the pattern style of dots. So when I'm ready, I'm going to click on OK
and I can see here in my Preview window it beginning to form. So I have...the borders on the
insides are in a black line, and if you can look carefully and see everything as in those little orange
dots. I'm now going to say that it would be nice to have a First Column Stripe. And I'm going to
click on Format and choose the first column to have a color of something very different, like
maybe purple, and click on OK. And then go to maybe the Header Row and click on a Format
and I can choose the Font for the header row and any border that I would like and any fill pattern
and color and style.

Graphic

The instructor clicks the Fill tab. There are options to change the Background Color,
Pattern Color, and Pattern Style. There is also a Fill Effects button, a More Colors button,

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and a Sample section. The instructor clicks the Pattern Color drop-down list, and
chooses a light orange pattern color from the color swatches in the palette. When the
instructor clicks the Pattern Style drop-down arrow, a menu expands that contains
several pattern styles, such as horizontal and vertical stripes and dots. Once they click
OK, the Format dialog box closes and a preview of the table element with the changes
applied to it displays in the Preview section of the New Table Style dialog box. The
Element Formatting is described as: Bold Accent 6, Lighter 80%; InsideVertical,
InsideHorizontal Borders; Shaded. The instructor then selects the First Column Stripe
table element from the list, and clicks Format. The Format dialog box opens on the Fill
tabbed page. The instructor then selects a medium purple color swatch in the Pattern
Color palette, and clicks OK. They then select the Header Row table element, click
Format, and click the Font tab in the Format dialog box. On the Font tabbed page, the
instructor sets the font to Bold. On the Fill tabbed page, the instructor selects a light blue
Pattern Color, and clicks OK.

And again I'm just going to choose quite a few different options so that we can see how this would
work. And when I click on OK, what I am getting is a custom table style being created, but I don't
get a lot of feedback on my screen that it worked. One of the things that's important to know is that
when you create a custom table style, it doesn't apply to the table that you're working on. It gets
ready to be available to tables in the future. Now I have another worksheet here, Sheet1, which
has the same data as this Cell Phone Sales worksheet, but the data is unformatted. Let's go to
sheet1 and see what happens when I apply the table style I just created and click a cell anywhere
in it. And when I go to my Format as Table, I notice now that I have a custom format up at the top.
And if I click on it and click on OK as unattractive as that is I can see that I have formatted it
quite differently than the default table style that we saw back on the Cell Phone Sales worksheet.

Graphic

Once the instructor clicks OK, the Format dialog box closes. Three table elements are
bolded in the Table Element list: Whole Table, First Column Stripe, and Header Row.
When the instructor clicks OK, the New Table Style dialog box closes. The instructor then
selects the Sheet1 worksheet tab. She selects cell D5 in the table and clicks the Format
as Table button in the Styles group on the ribbon. In the gallery that expands, there is a
Custom section that displays a thumbnail of the custom style that was created. When the
instructor hovers their cursor over the thumbnail, it displays the name "Table Style 1."
Once the instructor clicks the Table Style 1 thumbnail, the Format as Table dialog box
opens. It has the range =$A$1:$G$6 entered into the Where is the data for your table
text box and the My table has headers checkbox is selected. Once the instructor clicks
OK, the table is formatted in the custom style. When the instructor selects cell E9 to
deselect the table, the formatting changes are more apparent. The instructor then
switches back to the Cell Phone Sales worksheet.

Now once you have created a custom table style, it will always be available for you in the Quick
Styles drop-down. So here that I have the Custom format, I can use this and apply this to other
tables. And if I right-click on this Custom table style, I can modify it. I can also delete it. I could set
this as my default table style and then going forward any table that I created from the beginning
would get this default table style. These are all the options that I can apply and that get saved with
my workbook.

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Graphic

With the Cell Phone Sales Region worksheet open, the instructor clicks the Quick Styles
button in the Table Styles group on the ribbon. The menu expands to display the gallery
of styles. The new style they created is visible in the Custom section of the gallery. The
instructor then right-clicks the Custom style. The options in the menu are Apply and
Clear Formatting, Apply (and Maintain Formatting), Modify, Duplicate, Delete, Set As
Default, and Add Gallery to Quick Access Toolbar.

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Activity: Create a Table in Excel 2013

Learning Objective
After completing this topic, you should be able to
decide how to create a table in Excel 2013

1. Exercise overview
Now try applying what youve learned using this simulation.

Supplement

Selecting the link title opens the resource in a new browser window.

Job Aid

Access the job aid, Working with Tables in Excel 2013, to familiarize yourself with the
steps to create, format, and delete a table.

In this exercise, you're required to create and format a table in Excel 2013.

This involves the following tasks:

formatting existing data as a table

customizing the preset table style
applying a new table style, and
deleting a table style

2. Formatting data as a table

You want to format a data range in a worksheet as a table with column headers.

Format the worksheet data as a table and apply the Table Style Light 2 style, which is the second
option in the Light section of the gallery, to the table. Also ensure that the table is formatted to
include headers.

Steps list

Instructions

1. Click the Format as Table button

2. Select the second style Table Style Light 2 in the Light section

3. Select the My table has headers checkbox and click OK

3. Customizing a preset table style

You now want to customize a preset table style and set it as the default style for tables. You've
already selected the preset style you want to customize.

Name the style "Diallonics1", using a capital letter D, followed by lowercase letters and the digit

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"1", with no spaces. Then format the second row stripe element to include a pale green
background color, using the last color swatch in the second row of the Background Color palette.
Finally make the custom style you've created the default table style.

Steps list

Instructions

1. Type Diallonics1 in the Name text box, select Second Row Stripe, and click Format

2. Click Fill, select the pale green swatch, which is the last swatch in the second row, in the Background
Color palette, and click OK

3. Select the Set as default table style for this document checkbox and click OK

4. Applying a new table style

Next you want to apply the custom "Diallonics1" style that you've created to the table.

Use the ribbon to apply the custom style you created to the table, which is already selected.

Steps list

Instructions

1. Click Quick Styles

2. Select the style in the Custom section of the gallery

5. Deleting a table style

You now want to remove the table formatting from the worksheet data.

Remove the table style you applied without deleting the table data or other formatting changes
that you've applied.

Steps list

Instructions

1. Click the Convert to Range button in the Tools group

2. Click Yes

Data in a worksheet has been formatted as a table, a preset table style has been customized and
applied, and the table has been converted back to a data range.

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Creating and Editing a Chart in Excel 2013

Learning Objective
After completing this topic, you should be able to
create a chart in Excel 2013

1. Introduction to charts
Excel allows you to take your data and put it in the form of a picture. Really in a couple of quick
keystrokes, or clicks if you will. You can highlight data and actually ask Excel, "What would you
recommend? What kind of a chart would this data be best represented as?" That's sort of a new
feature of Excel, the ability for it to recommend the chart type. Excel has long been able to create
charts and the old adage of a picture being worth a thousand words is really what makes people
want to learn how to create and format their charts in Excel.

Graphic

An example of a workbook displays in Excel. The workbook contains data in various

columns and rows. The data is then represented in three types of charts: a line graph, a
bar chart, and a pie chart.

2. Demo: Creating a chart

There are several ways to create charts in Excel and we are going to investigate a few of them,
because depending on how you create your chart Excel can actually help you along the way
create the best chart possible. One thing is for sure, when you want to create a chart, you want to
highlight the data before you begin and I'm going to show you why. In this case, I'm going to start
out by highlighting all the data in this table. And I'm going to use the Quick Analysis button. When
I click on that, you can see that there are many Quick Analysis choices one of which is
CHARTS. So I'm going to click on that and Excel then says: "these are some charts that you could
create."And now I'm not clicking at all, I'm just highlighting these different options and Excel
very nicely is giving me a preview of what my chart would look like if I chose this particular format.
Just take a minute and show you all of those so that quickly you wouldn't have to imagine which
one you should take. That's what you get with Quick Analysis when you highlight your range and
use the Quick Analysis button.

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Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel. The data is spread
across six rows and seven columns. Both rows and columns have headers. The
instructor selects the entire table's contents A1 through G6 and when clicking the
Quick Analysis button, a Quick Analysis menu expands. It has five categories:
FORMATTING, CHARTS, TOTALS, TABLES, and SPARKLINES. The CHARTS category
includes the options Line, Clustered Column, Stacked Area, Stacked Column, Clustered
Column, and More Charts. When the instructor hovers their cursor over Line option, a
preview of the table data formatted as a line chart displays. She does the same for
the other options to display a preview of each.

I'm going to contrast that for a moment with highlighting the range and then using my ribbon. If I go
to the ribbon and click on the INSERT tab, there is a whole Charts section. And the biggest button
there is for Recommended Charts. I love the idea of Recommended Charts, because what you
get is not only a preview of what your chart would look like, but if you will see right here sort of in
the middle of this dialog box you get a description of why you would choose a Line chart. A line
chart is important if you have many different data points and the order is important. Let's compare
that with this second chart type about a Clustered Column.

Graphic

The instructor selects the entire table again, cells A1 through G6, and clicks the INSERT
tab on the ribbon. On the INSERT tab, she clicks the Recommended Charts button in the
Charts group. This opens the Insert Chart dialog box on the Recommended Charts
tabbed page. The other tab is All Charts. The options on the Recommended Charts tab
in this instance include Line and Clustered Column charts. Each chart option includes a
preview of what it would look like if chosen.

Every chart type that I click on, there's a brief description about what data and what chart type go
together. I'm going to scroll down here to show you that there are several different options, but
notice that there's not one that's a circle or a pie chart. The reason is we chose Recommended
Charts. I'm going to cancel now and remind you that we highlighted all of this data. When you
have several data series like this it's not recommended that you would use a circle or a pie chart.
Watch what happens when we highlight only the January data with each of the regions and then
click on the recommended chart options. Then I get a circle or a Pie chart. This is what Excel
would recommend, but it doesn't mean that this is the type of chart that we have to create. I'm
going to show you as I click on the Cancel button that within the Charts group on the ribbon, you
can always select a specific chart type by hovering over any one of these options, and clicking on
it, and choosing this as your chart type.

Graphic

When the instructor selects the third chart in the Recommended Charts section, Stack
Area, a preview for it displays. The instructor then scrolls down and selects the fourth

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chart type, Stacked Column, as well. A preview for it displays. She then scrolls down
further and select Clustered Column, Clustered Bar, and Stacked Column in turn. The
instructor then closes the dialog box,and selects the values in the first two columns of the
table cells A1 through B6. With the two columns selected, the options in the list now
include a Clustered Column and a Pie chart. There is also a Clustered Bar chart. The
other options in the Charts group are Insert Bar Chart, Insert Line Chart, Insert Pie Chart,
Insert Column Chart, Insert Area Chart, Insert Scatter (X, Y) or Bubble Chart, Insert
Stock, Surface or Radar Chart, Insert Combo Chart, and PivotChart.

3. Demo: Editing a chart

Let's take a look at how to actually add a chart to our workbook and then do some editing. In order
to add the chart, we first highlight the data and then use the ribbon and go to our INSERT tab. And
if we know what we want is a line chart, we click that button, and the chart is deposited right inside
the worksheet that we're working on. And I can use my mouse now to drag and drop or to change
the location of that chart. If I now decide that I would like this chart to be a little bit different, I now
have two contextual tool tabs one called DESIGN and one called FORMAT where I can
change the specifics of my chart. I'm going to start by using the DESIGN tab, and looking out at
the far right-hand side, there's a Location group. And it's called Move Chart. What we just saw
how we could move a Chart. We dragged it to a new location. If I click that button, I notice that I
can actually place this chart in a new worksheet of its own inside this workbook. And when I click
on OK, you'll notice down here near the bottom of the screen, I now have a chart sheet and a Cell
Phone Sales sheet. And I'm just going to click there to show you that the chart has been moved.

Graphic

A worksheet entitled Cell Phone Sales by Region is open in Excel on the HOME tab of
the ribbon. The data is spread across six rows and seven columns. Both rows and
columns have headers. The instructor selects the entire table cells A1 through G6.On
the INSERT tab, she clicks the Insert Line Chart button in the Charts group on the
ribbon. This expands a gallery of line chart options, each represented by a line chart
thumbnail. The line charts gallery is divided into two sections: 2-D Line and 3-D Line.
The instructor selects the thumbnail for the first line chart in the 2-D Line section, and the
ribbon changes to open on a CHART TOOLS - DESIGN context tab and the chart is
added to the worksheet. The inserted chart is selected in the worksheet by default, and
the instructor scrolls down to click-and-drag it into a new position lower down in the
worksheet, closer to the left margin. The instructor then clicks on one of the trajectory
lines in the chart's plot area Series "Houston" Point "May" Value: $1,304,697 and
clicks the Move Chart button on the ribbon. This opens a Move Chart dialog box. It
includes two radio buttons: New Sheet, and Object in. The New Sheet option has a text
box associated with it that has the value Chart1 entered into it. The Object in radio button
has a drop-down list associated with it, with the value Cell Phone Sales selected. When
the instructor selects the New sheet radio button and clicks OK, the dialog box closes
and the chart is not visible any longer. The instructor then switches to the Chart1
worksheet, and the chart is visible in it. When the instructor switches back to the Cell
Phone Sales worksheet, the data table still displays in it.

It's nice, because now the chart has room if you will to spread out and make it easier to see it.
You can see right on the screen I'm pointing at one of them right now that there are handles

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where we could resize this chart. And when I hover my mouse over each of these handles, the
mouse changes shape telling you that you can either make the chart taller, or shorter, wider, or
thinner. In the same way over on my CHART TOOLS - FORMAT tab, way out on the right hand
side, there is a Size group. So I can change the size of a chart by dragging, and in the same way I
could use the ribbon and alter the size of the chart through these dimensions. I'm going to go back
right now to the DESIGN tab, because there is some interesting information right within here.

Graphic

When the instructor clicks the Chart1 tab, the chart displays. She clicks the CHART
TOOLS - FORMAT tab on and then the CHART TOOLS - DESIGN tab on the ribbon.

If I decide after having created the chart that I don't like the chart type anymore, I don't have to
delete the chart and start fresh. I can go to the DESIGN tab, and in the Type group click on the
Change Chart Type button. And I can decide now that I want this perhaps to be a Column chart.
And when I click on OK that quickly the data is altered, the chart is altered, the data is now
represented as vertical columns. Perhaps this looks too busy to me and I wish I hadn't highlighted
all of that data I only want a little bit of the data. I can go up to the DESIGN tab on the toolbar
and click Select Data. When I do that quickly with my eyes I'm just going to look down here
and notice I didn't get rid of my chart. I'm just not in that window right now. And I have a dialog box
on my screen where it says that I previously highlighted A1 through G6.

Graphic

When the instructor clicks the Change Chart Type button, the Change Chart Type dialog
box opens on the All Charts tabbed page. The list of options are Recent, Templates,
Column, Line, Pie, Bar, Area, X Y (Scatter), Stock, Surface, Radar, and Combo. When
the instructor clicks the Column option, a series of column chart options display as
clickable thumbnails with a preview of each. The instructor then selects a Clustered
Column chart, and clicks OK. This changes the chart from a line chart to clustered
column chart in the Chart1 worksheet. When clicking the Select Data button in the Data
group of the CHART TOOLS - DESIGN tab, the Select Data Source dialog box opens.
The dialog box contains a Chart data range text box, a Switch Row/Column button, and
two list boxes Legend Entries (Series) and Horizontal (Category) Axis Labels. The
range in the Chart data range text box currently displays as ='Cell Sales'!$A1:$G$6. The
dialog box opened on the Cell Phone Sales worksheet by default, because that's where
the table is.

And if I say, perhaps, now I really only want to highlight A1 through B6, when I click on OK, that
quickly I now have a completely different chart showing me a still in the columnar format one
data series' worth of data. I'm going to go back to Select Data and give myself a few more. Maybe
I will say A1 through D6. And this allows us to look at the data January through March for all of the
different cities. This is sort of comparing how all the different cities did over time. What if I wanted
exactly the opposite of that? I want to see the cities over time. If I go to the Switch Row/Column
button up on the toolbar, that quickly one click I'm now looking at the individual cities; how they
did over time. And very quickly by looking at this data I see that in February, Phoenix had just
an incredible month. Back to the old adage: a picture's worth a thousands words. You might not

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have picked this up by looking at the numbers, but when you see it in the pictorial format it's very
obvious.

Graphic

The instructor changes the value in the Chart data range text box from ='Cell Phone
Sales'!$A$1:$G$6 to ='Cell Phone Sales'!$A$1:$b$6. Once they click OK, the chart in
the Chart1 worksheet changes automatically to reflect the updated data range. The
instructor then clicks the Select Data button on the CHART TOOLS - DESIGN tab of the
ribbon again. In the Select Data Source dialog box that opens, the Chart data range
value now displays as ='Cell Phone Sales'!$A$1:$B$6. The instructor changes this value
yet again to ='Cell Phone Sales'!$A$1:$d$6 and then clicks OK. The chart displays in the
Chart1 worksheet again, but this time it uses yet another data range as basis. The
instructor then clicks the Switch Row/Column button on the CHART TOOLS - DESIGN
tab of the ribbon. The chart updates automatically to match.

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Adding Elements to a Chart in Excel 2013

Learning Objective
After completing this topic, you should be able to
add elements to a chart in Excel 2013

1. Adding chart elements and shapes

After you get your chart built in Excel, the next thing you'll want to do is add different pieces to it to
make it more descriptive. Perhaps you would use a chart within a presentation and you'll want to
have things like a chart title and a legend, perhaps some grid lines or some data markers that
would tell exactly the value of the column or the bar or the line within your chart. All of these are
elements that you can add to a chart. And you can go further than that and actually draw shapes
or add shapes, call out certain things, type additional documentation right on the chart. That is
called chart elements and shapes and they can be added to Excel charts.

Graphic

An example of a bar chart displays in Excel. The chart has data labels along the
horizontal and vertical axes, as well as a trendline. A title is then added to the chart with
the default title of "Chart Title" and then gridlines are added. A second chart then
displays, for the Retention Bonuses worksheet data. The chart is a clustered column
chart. A shape is added to it in the form of an arrow that points at some of the data
values.

2. Demo: Adding elements to charts

Once you have your chart inserted into an Excel workbook, you may want to add chart elements
and then format them. There are a couple of ways to do that. And the first one we're going to look
at is within this green plus sign that's at the top-right corner of your Excel chart. If you click on that,
Excel will show you exactly which elements it thought you should add and in fact went ahead and
added them for you. If you don't want them perhaps you wouldn't like the grid lines you can
clear that checkbox and they will go away. In the same way if you want to see what some of them
would look like, you can even just hover over them and Excel will give you a preview of that. Chart
elements are also able to be added by going to your ribbon. On the CHART TOOLS contextual
tabs specifically the DESIGN tab within that Chart Layouts group, the first button there is Add
Chart Element. When I click on this button the same drop-down comes down, but it comes with a
little more information as well as a few more options. So, as an example, we were just looking at
data labels before in the chart elements. Now when I hover over Data Labels, I see that I don't
have the choice for just one type of data label. There are actually several different types and
maybe there would be something within there that would fit my needs.

Graphic

The values for the Cell Phone sales by Region worksheet display as a clustered column
chart in Excel. The CHART TOOLS - DESIGN tab of the ribbon displays. When the
instructor clicks the Add Chart Element button, a menu includes the options: Axes, Axis

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Titles, Chart Title, Data Labels, Data Table, Error Bars, Gridlines, Legend, and Trendline.
When the instructor selects the Data Table option, these options are available: None,
With Legend Keys, No Legend Keys, and More Data Table Options. When the instructor
selects the Data Labels option, its menu includes the options: None, Center, Inside End,
Inside Base, Outside End, and Data Callout.

In the same way a minute ago we turned off the gridlines, which right now are just horizontal
gridlines. Notice that we can add vertical gridlines as well. I'm going to click right on that and now
my chart has been updated. I have added what's called a chart element. One of the things that we
noted is that Excel automatically added a Chart Title for us. The chart title in our case I'm
pointing to is just "Chart Title". In order to have that make a little more sense, we're going to click
on it and then just begin typing. And in this case, I'm going to type in Quarter One Sales and
when I press Enter, the default text of Chart Title is now replaced with the more explanatory text.

Graphic

When the instructor selects the Gridlines option in the Add Chart Element menu, the
options that display include Primary Major Horizontal, Primary Major Vertical, Primary
Minor Horizontal, and Primary Minor Vertical. In this instance, the instructor selects
Primary Major Vertical. The chart changes immediately to display primary vertical
gridlines.

Another thing I'd like to show you that you can add it is sort of like an element but it's in a
different location are shapes. It's in the FORMAT tab of the ribbon. When I click on the FORMAT
tab of the ribbon, there's an Insert Shapes group. And here there are several different shapes and
even a text box that I can add. So if I want to point out using an arrow that the February sales for
Phoenix were wonderfully good sales I click on the shape, go to my chart, press and hold my
mouse button and drag, and that easily I've inserted an arrow. I also can now affect that arrow.

Graphic

The instructor clicks the CHART TOOLS - FORMAT tab on the ribbon. Shapes in the
group include Arrow, Text Box, Line, Rectangle, Oval, Rounded Rectangle, Isosceles
Triangle, Elbow Connector, and Elbow Arrow Connector. With the arrow shape selected,
the cursor changes to a crosshair. The instructor then clicks and drags the cursor
diagonally in a small area across the plot area of the chart. When she releases the
mouse button, an arrow has been added to the chart in the area where they performed
the click-and-drag action. The arrow is pointing at a bar in the clustered column chart.
The ribbon automatically changes to include a DRAWING TOOLS - FORMAT tab.

So as an example one thing I would like is a little thicker line. So I'm going to go into the
Shape Outline drop-down, and choose the Weight category, and make my arrow a little bit
thicker. And that quickly I've added an arrow, and I'll go back over to the Insert Shapes and I can
even put in a text box and type in now Nice Work! in February. These are all ways that we can
affect the way that our chart looks by adding elements, and drawing pictures, inserting shapes,

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and even typing in additional text.

Graphic

The Shape Styles menu has three galleries of color swatches: Theme Colors, Standard
Colors, and Recent Colors. There are also menu options, namely No Outline, More
Outline Colors, Weight, Dashes, and Arrows. When the instructor selects the Weight
option, a fly-out displays. It includes the options 1/4 pt, 1/2 pt, 3/4 pt, and 1 pt. The
instructor selects a thicker line weighting and the shape on the chart automatically
changes. The instructor then selects the Text Box shape, clicks on the chart's plot area,
and clicks-and-drags the rectangular marquee that displays to determine the size of the
text box they're adding. The instructor then types the text "Nice Work!" and clicks outside
the text box to deselect it.

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Adjusting a Chart's Appearance in Excel 2013

Learning Objective
After completing this topic, you should be able to
change the appearance of a chart in Excel 2013

1. Formatting a chart
Formatting your charts can become very complex not because it's hard to do it, but more
because there's so many options that you can apply to your charts. You can insert different
shapes, change all the colors, work with gridlines and the options or the elements go on and on.
Very nicely, Excel has some preset or build in different chart styles that you can simply select with
one click and look at the way that Excel has formatted your chart and then say, "No, that's not it"
and go right back up to the menu. It's within your ribbon and it allows you to make a selection, look
at how Excel formatted your chart, and then change it in a click of a button.

Graphic

An example of a pie chart displays in Excel 2013. The chart's color and theme can be
changed. Gridlines can be shown or hidden. Shapes can be added to it. A second
example of a chart, a pie chart called "Bonus percentages" for a workbook called
Retention Bonus displays. TheCHART TOOLS - DESIGN ribbon includes a Quick Layout
menu, with various options. There is also a Chart Styles gallery, which contains several
chart options.

2. Demo: Changing chart layouts

Let's observe how easy it is to change the chart layout and style. Here we have the chart the
columnar chart that we have been working with and I like it, but it just doesn't have enough
information for me. So I want to look at what the options are as a package, rather than adding one
element at a time. To do that, I'm going to use the contextual DESIGN tab and go to the Chart
Layouts group and select Quick Layout. As you can see, there are 11 different layouts that I can
choose from. And as I hover over them, I get a preview. I like Layout 5 and all I have to do is click
on it and that quickly I now have my data labels now underneath each of my columns. I still have
my legend it's over here on the left hand side. And if I decide this isn't the layout I like, I can very
quickly go right back up to the Quick Layout button and choose a different one. I'm going to stay
with Layout 5 for a moment just to show you how quickly we can change it.

Graphic

The values for the Cell Phone sales by Region worksheet display as a clustered column
chart in Excel. The CHART TOOLS - DESIGN tab displays on the ribbon. Clicking the
Quick Layouts button opens a gallery of style thumbnails. When the instructor hovers the
cursor over each of the layout thumbnails, the chart changes to provide a live preview of
what the change would look like once selected. The chart layouts are called Layout 1,
Layout 2, Layout 3, and so fort up to Layout 11. The instructor selects the Layout 5
thumbnail in this instance, and the layout is applied to the chart. The instructor then

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re-opens the Quick Layouts gallery and chooses a different one, in this case Layout 8.

If it's the colors that have gotten me I don't like the way the colors are right next to that is a
Change Colors button. And when I click on that, I'm given a palette, if you will, and I can hover
over each of these and make a change based on what I like. And staying with the same theme, I
can move right over into the different Chart Styles and perhaps a different background on my chart
is what I was looking for. So for three clicks, I got data labels along the bottom, I got a different
color scheme, and I got a whole background change. All of this is customizable and changeable
from person to person.

Graphic

Clicking the Change Colors button

expands a gallery of color swatches organized into two sections: Colorful and
Monochromatic. There is also a Chart Styles group on the ribbon that contains a gallery
of chart style thumbnails. When the instructor selects Style 4 that style is applied to the
chart and it changes in terms of the font it uses, the background fill that is shown, and
how data labels are shown on the chart. A chart legend also displays below the chart.

3. Demo: Formatting chart text

We've investigated how to format our chart the columns that we see, the colors, and the
background but one item we haven't talked about is the actual chart text. It's easy to format and
the only thing we need to see is where it is within the menu. So, in this case, I have the chart title
highlighted Quarter One Sales. In order to affect a change on it, I'm going to go up to my
FORMAT contextual tab, and within that for the chart tools I have some WordArt. So with that
highlighted, I can come up here and click on the drop-down for Quick Styles and select a format
that I think would look good. If I don't like the way it looks, I can go right back to that drop-down
and choose something else. One thing that may surprise you, is you don't always have to stay on
the CHART TOOLS contextual tabs in order to format the chart. To give you an example of that,
I'm going to use the Y-axis title, Revenue. I've selected it over here and it's so small that you might
not have even realized it said Revenue. In order to format it, I first would like to start with a larger
font. To do that, I'm going to go back to the HOME tab on my ribbon. Now I'm not using the
CHART TOOLS contextual tab but the HOME tab. And when I'm here, I know that I can change
the size of the font very quickly.

Graphic

The Quarter One Sales clustered column chart displays in a worksheet in Excel. The
chart title Quarter One Sales is selected. When the instructor clicks the Quick Styles
button on the CHART TOOLS - FORMAT contextual tab of the ribbon, a gallery of
WordArt quick styles display as clickable thumbnails. When the instructor selects a quick
style, the chart title is formatted accordingly. In this instance, the instructor selected the
quick style Pattern Fill - Blue, Accent 1, 50%, Hard Shadow - Accent 1. The instructor
then clicks Quick Styles again and selects a different style Gradient Fill, Purple, Accent
4, Outline - Accent 4 from the gallery. The style is applied to the chart title. The
instructor then selects the Vertical (Value) Axis Title. She change the font size from 9 pts

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to 16 on the HOME tab.

So perhaps making it 16 point now I can see the word Revenue. Now perhaps when I apply
the formatting to it, I would like the way it looks. Now I'm going to go back to the FORMAT tab of
CHART TOOLS, and I will choose some WordArt for it. And when I make a selection, I can very
quickly see now the word Revenue is larger and I see the WordArt. When you want to format your
chart text, all you have to remember is to select it first and then use your ribbon. You can use your
CHART TOOLS contextual tabs as well as the rest of the tabs on the ribbon.

Graphic

The axis title, Revenue, now displays bigger than before and is set to 16 points. The
instructor then clicks the CHART TOOLS - FORMAT tab of the ribbon, and clicks the Text
Effects button in the WordArt Styles group. The Text Effects menu that expands includes
the options Shadow, Reflection, Glow, Bevel, 3-D Rotation, and Transform. The
instructor selects the Reflection option and a fly-out menu displays. Once the instructor
choose a reflection thumbnail, a reflection similar to a mirror image displays below
the axis title.

4. Demo: Formatting chart elements

Earlier we looked at easy ways to format your charts using preset options within Excel. Now I
would like to show you how you can individually affect the different areas of the chart and change
them to meet your needs. The first thing that I'm going to do is select one of the lines in this very
busy line chart that I'm now displaying. Perhaps it's this purple line that I want people to have their
attention drawn to. One thing is just to select the line itself brings it right out to your attention. But if
you want always this line to be in the forefront of people's minds if you will you can go up to
the FORMAT menu where it says Shape Outline and click the drop-down, and you will notice that
you can format this line to be different types of dashes. So perhaps you like this one right here.
Now I don't have to have that line highlighted all the time in order to have it brought to people's
attention. When I deselected the line, I automatically highlighted the outside or the plot area. I
can individually affect the background and the plot area.

Graphic

A line chart displays in Excel. The Plot Area of the chart is selected. The instructor
selects one of the trajectories that is plotted on the line chart, scrolls up, and clicks the
Shape Outline button in the Shape Styles group on the CHART TOOLS - FORMAT
contextual tab of the ribbon. The instructor selects the Dashes menu option. This
expands a list of dash options. When the instructor selects the Square Dot option, the
plotted line on the chart changes to a dotted line. The instructor then deselects the
dotted line on the chart and selects the chart plot area instead.

One thing I can do is go right up to that FORMAT menu again where the Shape Fill is and I can
select a color for that. When I click on that, you can tell readily there's a big change. If I go to the

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Shape Effects, I can round it out and make a Glow. And I am really changing this chart, but what
I wanted to describe for you is how you could individually select the different areas of the chart
and format them so that you did not have to choose one big preset selection. I've been using my
mouse to highlight the different areas that I wanted to draw attention to. Right now I am
highlighting the axes. And I don't know if you have been noticing, but as I highlight different things
in this chart, up here in the upper left hand corner in the Current Selection box there are all
the different elements of the chart that I could have highlighted. This is another way to highlight
different areas.

Graphic

The instructor click the Shape Fill button and selects an orange swatch from the Theme
Colors section. The chart plot area's background changes to orange. The instructor then
clicks the Shape Effects button and chooses the Glow setting. The options in the Glow
menu are No Glow, and several Glow Variations. Once the instructor selects a glow
variation, the glow effect is applied to the chart plot area. The instructor selects the
horizontal gridlines on the chart. When she selects another plotted line, the data range
displays in the Formula bar: =SERIES('Cell Phone Sales'!$A$6,'Cell Phone
Sales'!$B$1:$G$1,'Cell Phone Sales'!$B$6:$G$6,5). The Current Selection drop-down
menu includes the options Chart Area, Chart Title, Horizontal (Category) Axis, Legend,
Plot Area, Vertical (Value) Axis, Vertical (Value) Axis Major Gridlines, Series "New York",
Series "Los Angeles", Series "Chicago", Series "Houston", and Series "Phoenix".

So if what I wanted to do was format the legend, I could click the Legend and then any of the
effects that I had take place over here would happen just to the legend. So for that I'm going to
give it a Bevel, just to show you how that would look different. The legend is awful small so it's
difficult to see it. But if we come up here and once again select the whole Plot Area and go to the
Fill we can see how that one click quickly changes everything. So I have many options when it
comes to formatting my charts. I can work with each of the elements individually or I can select an
entire package of preset formatting options. And any time I want to sort of get back to a base
within the Current Selection, I can choose the Reset to Match Style and it sort of wipes the slate
clean and allows me to start from the beginning.

Graphic

When the instructor selects the Legend option from the Current Selection drop-down
menu, the legend on the chart is selected instead of the chart area. The instructor then
clicks Shape Effects and selects a bevel in the Bevel category. She then selects Plot
Area from the Current Selection menu on the ribbon, selects Shape Fill, and chooses a
light blue fill color to replace the orange background fill color. The instructor then clicks
the Reset to Match Style button and the recent formatting changes now no longer display
on the chart.

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Activity: Create a Chart in Excel 2013

Learning Objective
After completing this topic, you should be able to
decide how to create a chart in Excel 2013

1. Exercise overview
Use this simulation to practice applying your knowledge.

Supplement

Selecting the link title opens the resource in a new browser window.

Job Aid

Access the job aid Formatting a Chart in Excel 2013 to familiarize yourself with some of
the options for formatting a chart in Excel 2013.

In this exercise, you're required to create and format a chart in Excel 2013.

This involves the following tasks:

creating a chart
moving a chart to a new worksheet
applying a chart style and changing the chart type
changing the chart's color scheme and adding a shape

2. Creating a chart
You've added data to a worksheet and now want to represent it visually, in the form of a chart.

Access recommended chart types and insert the clustered column chart type, which is the
second-last chart in the Recommended Charts pane.

Steps list

Instructions

1. Click the INSERT tab and click the Recommended Charts button

2. Scroll to the bottom of the list of recommended charts, select the Clustered Column chart, which is
second from the bottom, and click OK

3. Moving a chart to a new worksheet

Use the ribbon to move the chart to a new worksheet and name the worksheet "Bonuses", with a
capital letter "B" followed by lowercase letters. Then hide the chart title, add a data table, and hide
the chart legend.

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Steps list

Instructions

1. Click the Move Chart button

2. Select New Sheet, type Bonuses, and click OK

3. Click the Chart Elements button

4. Clear the Chart Title checkbox, select the Data Table checkbox, and clear the Legend checkbox

4. Applying a chart style and type

Use the ribbon to change the type of the chart to the default line chart. Then apply the last preset
chart style in the Chart Styles gallery.

Steps list

Instructions

1. Click the Change Chart Type button

2. Select Line and click OK

3. Select the last style option in the Chart Styles gallery

5. Customizing a chart
You're not entirely satisfied with how the chart displays your data. You decide to change the chart's
layout and color scheme, and to add an arrow to highlight the highest sales figures.

Use the ribbon to apply the seventh predefined layout to the chart and change the chart's color
scheme to the fourth scheme in the Colorful section of the Change Colors gallery. Then use the
FORMAT contextual tab to add an arrow shape to highlight the highest sales figures in the chart,
between the 180,000 and 200,000 gridlines. Finally change the weight of the arrow to 6 points.

Steps list

Instructions

1. Click the Quick Layout button and select Layout 7 in the gallery

2. Click Change Colors and select the fourth option, Color 4

3. Click the FORMAT contextual tab

4. Select the Arrow shape and click in the center of the chart plot area between the 180,000 and 200,000
gridlines

5. Click Shape Outline, select Weight, and select 6 pt

A chart has been created and moved to a new worksheet sheet, its style, type, and color scheme
have been changed, and a shape has been added to it.

2016 Skillsoft Ireland Limited

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