NOTE

 Slides marked as Extra study are not as a part of syllabus.

 Those are provided for add-on knowledge.

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Disclaimer
 This presentation is purely for academic purpose and does not carry
any commercial value.
 All non-academic images used in this presentation are property of
respective image holder(s). Images are used only for indicative
purpose and does not carry any other meaning.

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Please follow this…

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Excel - Charts
Data Analysis with Excel

www.pibm.in

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TEXT BOOK
 Hector Guerrero, “Excel Data Analysis -Modeling and Simulation”,
Springer-Verlog
Camm, Cochran, Fry, Ohlmann, Anderson, Sweeney, Willians,
“Essentials of Business Analytics”, CenageLearning

REFERENCE LINK FOR EXCEL

https://www.excel-easy.com/
https://support.office.com/en-us/article/excel-for-windows-
training-9bc05390-e94c-46af-a5b3-
d7c22f6990bb?wt.mc_id=otc_home&ui=en-US&rs=en-US&ad=US
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Table of Content
1 Excel - Charts
2 Application charts

3 Column chart, Bar Chart

4 Scatter Chart

5 Line Chart

6 Pie Chart
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 Data Set
 chartExamples.xlsx

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 Excel - Charts
 Charts are wonderful tools to display data visually. If you a Microsoft Excel user,
then you have a variety of chart options at your fingertips.
 Charts are used to summarize data, reflecting proportions, trends, pattern and
anomalies in your data far more effectively. Charts provide a visual way of seeing
trends in the data in your worksheet.
 It is a visual representation of data from a worksheet that can bring more
understanding to the data than just looking at the numbers which makes analysis
easier.
 A chart is a powerful tool that allows you to visually display data in a variety of
different chart formats such as Bar, Column, Pie, Line, Area, Scatter, Sparklines,
Surface, or Combo charts.
 With Excel, it is easy to create a chart.
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 Column / bar Charts
 One of the most common charts used in presentations and dashboards,
column or Bar charts are meant to compare values to each other. Usually
these are values that have been categorized in some way. The most
common subset for a column chart is one set of data broken up into
categories.
 Creating a Column or Bar Chart in Excel
 Select your data.
 Click the Insert
 Click the button on the ribbon for Insert Column or Bar Chart.
 Choose the chart style and the chart will pop into your spreadsheet.

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 Types of Column or Bar charts
 Clustered Column.
 Stacked Column.
 100% Stacked Column.
 3-D Clustered Column.
 3-D Stacked Column.
 3-D 100% Stacked Column.
 3-D Column.

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 Format Chart
 The first button allows you to change the
Chart Elements. For example, you could
choose to add or remove gridlines from your
chart by checking or unchecking the gridlines
box. Also you can add chart title etc.
 The second button allows you to change the
style or colors of your chart. Again, Excel
offers live previews of your column chart as
you hover your mouse over each available
style.
 The third button allows you to filter the data
in your column chart. For example, you could
uncheck the box for Region 3 if you wanted
to see a view of your column chart that only
contains regions 1, 2 and 4

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Month Sales Expenses
Jan $70,000 $10,000
Feb $80,500 $15,000 Column Chart

Mar $75,000 $20,000 $140,000

Apr $90,000 $30,000 $120,000

May $105,000 $45,000 $100,000

June $130,000 $80,000 $80,000

Sales
Bar Chart $60,000 Expenses

$40,000
Expenses Sales
$20,000
June
$0
May Jan Feb Mar Apr May June

Apr

Mar

Feb

Jan

$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000

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 Clustered Column ,Stacked Combination Chart
 In Cluster chart, the column Maths Science
bars related to different series are 50 70
located near one other, but they are 60 80
not stacked. 90 95
 On the other hand, stacked charts are 75 70
used when we need to show the ratio 68 84

between a total and its parts. 80 85

84 75
 It shows the different series as a part 90 88
of the same single column bar, where 99 95
the entire bar is used as a total. 78 77

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14
 Stacked Charts
Stacked Column Chart 100% Stacked Column Chart
Series2 Series1
Series1 Series2

250

200 70 75 88 95 77
95 85
80 84
70

150
Marks

100

50

75 84 90 99 78
90 80
60 68
50
0
1 2 3 4 5 6 7 8 9 10

1 2 3 4 5 6 7 8 9 10

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Stacked Chart (3D)
3-D Stacked Column Chart

Series1 Series2

200

180

160

140

120
Marks

100

80

60

40

20

0
1 2 3 4 5 6 7 8 9 10

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Stacked Chart (3D)

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 Scatter Chart
Period Zantedeschia Celosia Calendula
Use a scatter chart (XY chart) to show scientific 0 0 0 0
XY data. Scatter charts are often used to find 1 2 0 1
2 6 0 2
out if there's a relationship between variable X 3 6 0 2
and Y. 4 10 0 2
5 11 0 2
6 13 1 3
7 14 1 4
8 15 2 5
9 16 2 7
10 17 3 9
11 25 3 11
12 27 4 12
13 30 8 13
14 32 10 14
15 34 13 15
16 36 16 15
17 37 20 15
18 39 23 15
19 40 25 15
20 40 25 15
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Scatter Chart

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Line Chart
Line charts can show continuous data over time on an evenly scaled Axis. Therefore, they
are ideal for showing trends in data at equal intervals, such as months, quarters or years.
In a Line chart − Category data is distributed evenly along the horizontal axis

Salary
Employee Salary 60000

A 25000
50000
B 28000
C 48000 40000

D 56000
30000
E 23000 Salary

F 24000 20000

10000

0
A B C D E F
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 Line Chart
North East west south
5000
North East west south
4500
Jan 500 3000 1200 700
4000
Feb 1500 2000 1400 900
3500
March 2000 1000 1600 400
3000
Apr 2500 4000 1800 600
3000 4500 2200 800 2500
May
2000

1500

1000

500

0
Jan Feb March Apr May

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 Line chart
A Line chart has the following sub-types −
 Line
 Stacked Line
 100% Stacked Line
 Line with Markers
 Stacked Line with Markers
 100% Stacked Line with Markers
 3-D Line

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 Line with Markers in Excel
 This type of line graph in excel will contain pointers at each data point. This
can be used to represent data for those every point is important.

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 Stacked Line chart
 Stacked Line chart – This is a type of line chart where lines of the data
points don’t get overlapped because they will be cumulative at each point.
 Let’s assume that we got the sales data of different segments in the
residential market of the company as shown below. We can use a stacked
line chart to show the cumulative of sales in a particular month.

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Stacked Line chart

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 Stacked Line chart
 We can observe the lines are not getting overlapped because the stacked
graph gives us the cumulative at each point.
 In our example for the month of Jan, the affordable segment point on the
line is showing the sales data of that particular segment but Luxury segment
point is showing the cumulative of both affordable & luxury segments and
similarly, the super luxury segment is showing the cumulative of affordable,
luxury and super luxury segments together.

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 Pie Chart
Pie charts show the size of items in one data series, proportional to the sum of the
items. The data points in a pie chart are shown as a percentage of the whole pie.
To create a Pie Chart, arrange the data in one column or row on the worksheet.

A Pie Chart has the following sub-types −

 Pie
 3-D Pie
 Pie of Pie
 Bar of Pie
 Doughnut

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 Pie Chart

Company Part
Company A 15% Other, 16%, 16% Company A, 15%, 15%
Company B 12%
Company C 17% Company B, 12%, 12%
Company E, 22%, 22%
Company D 18%
Company C, 17%, 17%
Company E 22%
Other 16%
Total 100% Company D, 18%, 18%

Company A Company B Company C Company D Company E Other

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 Pie Chart
 Select Data
 Go to Insert tab
 Select 3 D pie
 Right click chart area
 Add data Label
 Click on one of the labels
to select all of them,
then right-click and
select the Format Data
Labels

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 Combination (Combo) Chart
 Combination charts in Excel let you represent two different data tables that
are related to each other, in which there would be primary x-axis and y-axis
and an additional secondary y-axis to help provide broader understanding
in one chart.
 The combination charts in excel give a comparative analysis of the two
graphs of different categories and also for the mixed type of data, thereby
enabling the user to view and highlight higher and lower values within the
charts.

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 Combo Chart
 Consider the below example wherein we have profit, expenses, and headcount to be plotted in
the same chart by month. Thereby we would have profit and expenses on the primary y-axis,
headcounts on the secondary y-axis and months on the x-axis.
1. Select the entire table to be plotted on the chart.
2. go to insert tab in the ribbon and select combo charts
Year Profit Expenses Headcounts
3. Now select clustered Column charts
Mar $ 25,000 $ 3,380 120 4. If the chart needs to be changed to a different chart,
Apr $ 19,000 $ 2,346 130 then right-click on the graphs and select “Change
May $ 40,000 $ 7,800 115 Chart Type”
Jun $ 53,000 $ 9,888 280
5. select the data table parameters to be plotted on the
Jul $ 15,000 $ 3,890 110
Aug $ 36,000 $ 6,780 135
secondary y-axis by clicking the box by a tick mark.
Sep $ 56,000 $ 3,785 190 6. To change the background for the charts, click on the
chart so that “Design” and “Format” tab i will appear,
as shown in the red rectangle. Now choose a required
style for the chart from the Design tab. 31
 Chart Title
$60,000 300

$50,000 250

$40,000 200

$30,000 150

$20,000 100

$10,000 50

$- 0
Mar Apr May Jun Jul Aug Sep

Profit Expenses Headcounts

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Combo Chart

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Combo Chart
Combo Chart for Multiple Data
$70,000 300

$60,000
250

$50,000
200

$40,000

150

$30,000

100
$20,000

50
$10,000

$- 0
Mar Apr May Jun Jul Aug Sep

Profit Expenses Headcounts

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Combo Chart

Combo chart for Multiple Data

$70,000 300

$60,000
250

$50,000
200

$40,000

150

$30,000

100
$20,000

50
$10,000

$- 0
Mar Apr May Jun Jul Aug Sep

Profit Expenses Headcounts

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Combo Chart
1. First select the data table prepared, then go to
Region Profit Margin insert tab in the ribbon, click on Combo and then
US $ 45,000 45% select clustered column – line.
EMEA $ 25,000 25%
LATAM $ 10,000 10% 2. If we select the line graph but margin data in the
APAC $ 20,000 20% chart is not visible, thereby go to format tab in
the ribbon and then click on dropdown as shown
Chart Title
$50,000
in red arrow towards the left, then select “Series
$45,000
$40,000 Margin”.
$35,000
$30,000
$25,000
$20,000
$15,000
$10,000
$5,000
$-
US EMEA LATAM APAC

Profit Margin

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Combo Chart
3. Right click on the selected line graph and
select “Format Data Series”.
4.In the Format Data Series window, go to “Series
Option” and click on the Secondary axis radio
button.
5. This will bring the margin data on the
secondary y-axis.
6. Next go to Series Option dropdown and select
Secondary vertical values, in order to adjust the
scale in the secondary y-axis
7.Now choose the Axis Option.
Change the maximum bounds and major units as
per the requirement. Here the maximum bound is
selected to be 1, which would be 100% and a major
unit is changed to 0.25 which would have an
equidistant measure on 25%.
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Combo Chart

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HOMEWORK PROBLEMS

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