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Y9 (W15) Module 7

The document discusses how to visualize data in Excel by applying conditional formatting, creating and editing charts, understanding chart elements and styles, inserting and modifying sparklines, and using the Quick Analysis feature to format data. It provides instructions on layouts, formatting, charts, sparklines, conditional formatting, and disabling Quick Analysis.

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Akshat Archit
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31 views20 pages

Y9 (W15) Module 7

The document discusses how to visualize data in Excel by applying conditional formatting, creating and editing charts, understanding chart elements and styles, inserting and modifying sparklines, and using the Quick Analysis feature to format data. It provides instructions on layouts, formatting, charts, sparklines, conditional formatting, and disabling Quick Analysis.

Uploaded by

Akshat Archit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MODULE 7

VISUALIZING DATA
IN EXCEL
CONTENT
01 CONDITIONAL FORMATTING
Apply conditional formatting
Remove conditional formatting

02 USING CHARTS
Create charts
Add alternative text
Move charts

03 EDITING CHARTS
Add a data series
Switch between rows and columns

04 UNDERSTANDING CHART ELEMENTS


Add chart elements
Modify chart elements
CONTENT
05 UNDERSTANFING CHART STYLES AND LAYOUT
Apply layouts
Apply styles and colors

06 UNDERSTANDING SPARKLINES
Insert sparklines
Moodify sparklines

07 UNDERSTANDING THE QUICK ANALYSIS FEATURE


Use Quick Analysis to format data
Disable the Quick Analysis feature
WEEK 15: SUCCESS CRITERIA
Learning Objectives
Apply layouts
Apply styles and colours
Insert Sparklines
Modify Sparklines
Use Quick Analysis to format data
Disable the Quick Analysis feature
LESSON 5: UNDERSTANDING
CHART STYLES AND LAYOUT
What is this lesson about?
Apply layouts
Apply styles and colours
LESSON 5: CHART STYLES AND LAYOUT
After you create a chart, you can instantly change its look. Instead of manually adding
or changing chart elements or formatting the chart, you can quickly apply a
predefined layout and style to your chart.

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To change chart layout, you can select the chart and click the Quick Layout option on
the Chart Design tab.
LESSON 5: CHART STYLES AND LAYOUT
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To change chart design, you can select the chart and click the chart style that you
want to use on the Chart Design tab in the Chart Styles group.

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To change the color of a chart, you can select the chart and click the Change Colors
option on the Chart Design tab.
LESSON 6: UNDERSTANDING SPARKLINES
What is this lesson about?
Insert sparklines
Modify sparklines
LESSON 6: UNDERSTANDING SPARKLINES
A Sparkline is a small chart that’s displayed in a single cell. A Sparkline allows you to
spot time-based trends or variations quickly in data.
Select all the data (data only, not column or row headings); if you’re creating multiple
Sparklines, select all the data. Choose one Sparkline type on the Insert tab. Specify
the location for the Sparklines and press OK.
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Three types of Sparklines:


Line Sparklines
Column Sparklines
Win/Loss Sparklines
INSERT SPARKLINES
Line Sparklines
Similar to a line chart. As an option, the line can display with a marker for each
data point.

Column Sparklines
Similar to a column chart.
INSERT SPARKLINES
Win/Loss Sparklines
Each cell displays the change from the previous month. Each data point is depicted as
a high block (win) or a low block (loss). In this example, a positive change from
the previous month is a win, and a negative change from the previous month is a loss.
MODIFY SPARKLINES
Changing the Sparkline type
After you create a Sparkline, you can easily change the type by clicking one of the
three icons in the Type group on the Sparkline tab.

Changing Sparkline colors and line width


After you create a Sparkline, you can easily change the color by selecting the style in
the Style group on the Sparkline tab.

Type 1

Style
MODIFY SPARKLINES
Highlighting certain data points
To highlight certain aspects of the data, you can select the following checkbox options
and the color of respective data points will change:
High Point: The highest data point
Low Point: The lowest data point
Negative Points: Negative values
First Point: The first data point
Last Point: The last data point
Markers: Data markers, only available for Line Sparklines
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MODIFY SPARKLINES
Update Data Source Location for Sparkline Data
To update the source data range for the sparkline, click Edit Data option on the
Sparkline tab and choose either Edit Group Location & Data or Edit Single Sparkline ‘s
Data. Select the location for the new dara and press OK to complete.

Delete sparklines
To delete the sparklines, click Clear option on the Sparkline tab and choose either
Clear Selected Sparklines or Clear Selected Sparkline Groups.

Update data 1
Clear sparklines
LESSON 7: UNDERSTANDING
THE QUICK ANALYSIS FEATURE
What is this lesson about?
Use Quick Analysis to format data
Disable the Quick Analysis feature
USE QUICK ANALYSIS TO FORMAT DATA
The Quick Analysis tool makes it possible to analyze your data quickly and easily using
different Excel tools. The Quick Analysis tool button appears at the bottom right of
your selected data.
There are 5 types of analysis tools in Quick Analysis toolbar:
Formatting: Highlight data using conditional formatting.
Charts: Chart the selected data.
Totals: Create common summary formulas.
Tables: Summarize data in a table or PivotTable.
Sparklines: Mini charts placed in single cells.

Quick Analysis
toolbar
FORMATTING DATA
Conditional Formatting allows you to highlight parts of your data by adding Data Bars,
Colors, etc. This lets you quickly visualize the values in your data.

Besides apply Conditional Formatting on the Home tab, you can click Formatting on
the Quick Analysis toolbar. You can then select the option you want by clicking it.

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TOTALS
Totals can be used to calculate the numbers in columns and rows. You will have
functions such as Sum, Average, Count, etc.

You can click Totals on the Quick Analysis toolbar and select the option you want by
clicking it.

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DISABLE THE QUICK ANALYSIS FEATURE
You can turn off the quick analysis feature in Excel in the Excel options menu by going
to “Options” under the “File” tab. Under the General tab, uncheck the “Show Quick
Analysis Options on Selection” tick box to toggle it off.

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THANK YOU

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