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Excel Project

The document provides step-by-step instructions to create a line and column chart in Excel using sales data from a table. The charts are created on separate sheets and customized with titles, formatting, gridlines and legends. Additional data is added to the table, which automatically updates the charts. A secondary vertical axis is added to compare sales with gross profit percentages.

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51 views

Excel Project

The document provides step-by-step instructions to create a line and column chart in Excel using sales data from a table. The charts are created on separate sheets and customized with titles, formatting, gridlines and legends. Additional data is added to the table, which automatically updates the charts. A secondary vertical axis is added to compare sales with gross profit percentages.

Uploaded by

...
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Task

Open the Data sheet and select the cell range from cell A4 to E11.

Insert the selected cell range into an Excel table. When you insert your chart data into an Excel table, the chart will be up
when you add data to the Excel table.
Select the entire Month and Sales columns in the Excel table (the cell range from cell A4 to B11).

Insert a 2 dimensional column chart based on this cell selection. Use the first of the three 2-D column chart options when
type.
Move the chart to a new sheet and enter the following name for the new sheet: Sales

Use the Shape Fill feature to add a pattern to the chart area (the area outside the chart plot area). Use the first pattern ava

Select the chart plot area and add a solid border around the plot area (note that this will not change the colour of the char

Select the chart legend and move it to the bottom of the chart.

Add Chart Title as Sales. Change the text size of the chart title to 16.

Add minor horizontal gridlines to the chart.

Change the colour of the major horizontal gridlines to a solid black colour.

Select the horizontal axis and change the number formatting to display the dates with a shortened month name followed b
full four digit year (Tip: Use the Custom number formatting option and specify a formatting type of mmm-yyyy).
Change the line colour of the horizontal axis to a solid black line.

Select the vertical axis and change the scale of the axis so that all the values next to the axis are displayed in thousands.

Change the line colour of the vertical axis to a solid black line.

Open the Data sheet and select cell A12. Enter the following date in cell A12: 2012/03/31

Note that the Excel table automatically extends to include the new entry and that the formulas in column D and E are a
into row 12. Enter the following values in cells B12 and C12 respectively: 130000 and 75000
Open the Sales sheet. You will see that the new entry has been added to the chart automatically - this is only because the
chart has been included in an Excel table. If the source data cell range did not form part of an Excel table, you would
source data
Open the cellsheet
Data rangeand
of the chart
select themanually in order
Month, Sales andtoGP%
include the new
columns entry
in the Excel table (cell range A4 to B12 and cell range E

Insert a 2 dimensional column chart based on this cell selection. Use the first of the three 2-D column chart options when
type.
Move the chart to a new sheet and enter the following name for the new sheet: GP%

Select the GP% data series on the chart and add this data series to a secondary vertical axis. Note that the GP% data se
next to the Sales data series and will only be visible as a line above the horizontal axis because of the significant
comparison
Change to thetype
the chart Salesofdata seriesdata
the GP% values.
series to a line chart. Use the first line type chart which contains data markers (the
left in the Line Chart section).
Add a chart title above the chart and enter the following text into the title section: Sales / GP%

Move the chart legend to the top of the chart.

Select the horizontal axis and change the number formatting to display the dates with a shortened month name followed b
full four digit year.
Sales
140,000

120,000

100,000

80,000

60,000

40,000

20,000

-
8/31/2011 9/30/2011 10/31/2011 11/30/2011 12/31/2011 1/31/2012 2/28/2012 3/31/2012

Sa les
sales
Sa les GP%

140,000 50.0%

45.0%
120,000

40.0%

100,000
35.0%

30.0%
80,000

25.0%

60,000
20.0%

15.0%
40,000

10.0%

20,000
5.0%

- 0.0%
8/1/2011 9/1/2011 10/1/2011 11/1/2011 12/1/2011 1/1/2012 2/1/2012 3/1/2012
Example Limited
Sales Data

Month Sales Cost of Sales Gross Profit


8/31/2011 100,000 68,000 32,000
9/30/2011 85,000 52,000 33,000
10/31/2011 98,000 53,000 45,000
11/30/2011 115,000 62,000 53,000
12/31/2011 125,000 82,000 43,000
1/31/2012 112,000 72,000 40,000
2/28/2012 118,000 71,000 47,000
3/31/2012 130,000 75,000 55,000
GP%
32.0%
38.8%
45.9%
46.1%
34.4%
35.7%
39.8%
42.3%

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