Microsoft Excel XP - Charts

§ Bar, Column, Line, & Area Charts

§ Pie
§ Linked Pie
§ XY Scatter
§ Manually Creating a Chart
§ Stock Chart – High/Low/Close
§ Bubble Chart
§ Histogram Add-in
§ Special Use Charts
§ Organizational Chart
 Table of Contents

SUPPORT FILES NEEDED ......................................................................................................................... 3

INTRODUCTION TO CHARTS.................................................................................................................. 4
MAIN COMPONENTS OF BAR, LINE, AND AREA CHARTS ............................................................... 5
CREATING A BAR, COLUMN, LINE, OR AREA CHART....................................................................... 6
Creating A Vertical Bar Chart On A Chart Sheet........................................................................................ 6
Moving An Object ................................................................................................................................... 12
Resizing An Object................................................................................................................................... 12
Change the Color of Bars......................................................................................................................... 12
Change Text Attributes (Size, Color, & Alignment) ................................................................................... 12
Return to the Chart Options Menu............................................................................................................ 13
Change Chart Type: Column, Bar, Line, & Area...................................................................................... 13
Background Color.................................................................................................................................... 13
Using The Chart Toolbar.......................................................................................................................... 14
X-AXIS IN COLUMN, NONCONTIGUOUS CELLS.............................................................................. 17
MODIFYING A PIE CHART..................................................................................................................... 20
Moving an Embedded Chart..................................................................................................................... 20
Resize an Embedded Chart....................................................................................................................... 20
Exploding A Slice Of Pie .......................................................................................................................... 20
Rotating The Pie....................................................................................................................................... 20
Changing Pie Slice Color.......................................................................................................................... 20
Change to a 3D Pie .................................................................................................................................. 20
Change the Thickness and Elevation of a 3 Dimensional Pie....................................................................... 20
CREATING LINKED PIES ....................................................................................................................... 22
Specify Slices for the Sub Pie ................................................................................................................... 23
Renaming “Other” to “Defense”................................................................................................................ 23
Adjusting the Pie ...................................................................................................................................... 23
(XY) SCATTER CHARTS.......................................................................................................................... 25
Change the Scales.................................................................................................................................... 26
Add a Trend Line..................................................................................................................................... 26
Transposing the X & Y Axis......................................................................................................................... 27
SETTING DATA RANGES MANUALLY................................................................................................. 29
Line Graph Comparing “Stock Price” and “P/E Ratio”. ............................................................................. 29
STOCK CHARTS - HIGH / LOW / CLOSE.............................................................................................. 31
Tick Marks .............................................................................................................................................. 31
BUBBLE CHARTS..................................................................................................................................... 32
ORGANIZATIONAL CHARTS ....................................................................Error! Bookmark not defined.
Changing Chart Attributes ......................................................................Error! Bookmark not defined.
Copying the Organizational Chart Back to Excel.................................Error! Bookmark not defined.
Exiting MS Organizational Chart............................................................Error! Bookmark not defined.
Modifying The Organizational Chart ......................................................Error! Bookmark not defined.
HISTOGRAM ADD-IN.............................................................................................................................. 35
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Add-Ins ................................................................................................................................................... 35
Installing Add-Ins ..................................................................................................................................... 35
Making an Add-In Available..................................................................................................................... 35
Creating a Histogram Using the “Data Analysis” Add-In............................................................................ 36
MIX STACKED AND UNSTACKED DATA............................................................................................ 38
Example 1: Stack Costs as Area, Sales as Bars........................................................................................ 38
Example 2: Stack Costs as bar charts, Sales as a Line .............................................................................. 38
Example 3: Costs as Stacked Bars, Sales as an Area Graph..................................................................... 39
Example 4: All Series as Bars, Costs Stacked .......................................................................................... 39
Step 1: Create a simple column chart ....................................................................................................... 39
Step 2: Assign the stacking columns to a secondary axis ............................................................................ 39
Step 3: Stacking the Cost columns ........................................................................................................... 40
Step 4: Widen the Sales Columns ..................................................................................................... 40
Step 5: Match Primary and Secondary Y-Axis Scales....................................................................... 40
Step 6: Hide the Secondary Y - Axis Scale....................................................................................... 40
Multiple Category Stacks ............................................................................................................................. 41
Step 1: Setting Up the Data Series.................................................................................................... 41
Step 2: Adjust the X-Axis ................................................................................................................ 42
Step 3: Set “Gap Width” to 0........................................................................................................... 42
Multiple Category Stacks ............................................................................................................................. 43
Step 1: Setting Up the Data.............................................................................................................. 43
Step 2: Set the Data Ranges ............................................................................................................. 43
Set the “Northeast - Ads” Series .............................................................................................................. 44
Set the “Northeast - Promo” Series .......................................................................................................... 44
Set the “Northwest - Ads” Series ............................................................................................................. 44
Set the “Northwest - Promo” Series ......................................................................................................... 44
Create “Series 5” ..................................................................................................................................... 44
Step 3: Create the Secondary X-Axis.............................................................................................. 45
Step 4: Respecify “Stacking Columns”.............................................................................................. 45
Step 5: Set “Gap Width” to 0........................................................................................................... 45
Step 6: Specify the X-Axis Labels .................................................................................................... 45
Step 7: Display the X-Axis Correctly................................................................................................ 46
Step 8: Removing Series 5 from the Legend Box............................................................................... 46
Step 9: Removing the upper X-Axis.................................................................................................. 46
Step 10: Remove the Secondary Y Axis ............................................................................................. 46

SUPPORT FILES NEEDED

The file “Tommys_Cars.xls” is needed to complete the exercises in this handout. It can be found on
the web at:

http://www.marshall.usc.edu/Web/Computing.cfm?doc_id=770

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INTRODUCTION TO CHARTS

A chart is a graphic representation of worksheet data. In Excel, charts are created from data in cells. Excel uses
the cell data to create data points, which are represented by bars, lines, columns, slices, dots, and other shapes.

Some examples of the different types of Excel charts are shown below.

Any of the charts above can be created as either Embedded Charts or Chart Sheets:

• Embedded Charts: The chart is placed directly on a normal worksheet.

• Chart Sheets: The chart is placed on a special chart worksheet by itself.

Although Chart Sheets and Embedded Charts may appear quite different, functionally they are
nearly the same.

• Both are linked to the data they were created from. If the data in the cells change, so does the
chart.
• Both can be modified in the same ways.
• Both can be printed.

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MAIN COMPONENTS OF BAR, LINE, AND AREA CHARTS

These types of charts have 4 main parts:
X-Axis or Series (usually a timeline), Y-Axis (numbers), Legend, and Title as shown here

Title

1995 Sales
100
1995 Totals

50
Legend
0
Jan Feb Mar
Y Axis X Axis Labels
X-Axis: This is made by highlighting cells containing words (labels) but can be numbers as
well. The X-Axis might be quarters, years, months, or the names of products. It does
not have to be a time line although it usually is.

Y-Axis : Excel refers to the Y-axis as a series. A series is always made up of cells containing
numbers. The numbers highlighted tell Excel where to plot the data points that lines
will be drawn through or where bars will terminate.

Title: (Optional) The title is merely a heading at the top of the chart and can be changed at
any time.

Legend: (Optional) The legend indicates what the different series of bars represent.

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CREATING A BAR, COLUMN, LINE, OR AREA CHART

The trick to creating a bar, column, line, or area chart is correctly highlighting the cells containing the
values (Y-axis), labels (X-Axis), and legend. Bar, column, line, and area charts are all X / Y charts
and to create them, cells are highlighted the manner. Therefore, once the chart is created, it can be
converted to any of the other three X / Y types.

General Guidelines
• To create a chart:
- Highlight the cells containing the X-Axis labels.
- Highlight the cells containing the Y-Axis values.
- Highlight the Legend (optional).
• Hold down the CONTROL key when highlighting noncontiguous cells.
• Do not hold down the Control key when highlighting the first range of cells to be highlighted.
• If more than one area is highlighted, the highlighted areas must be of the exact same shape.

Creating A Vertical Bar Chart On A Chart Sheet

We would like to create the following bar chart based on
1995 Total Sales
the spreadsheet for Tommy’s Cars.
In Thousands 500
1. Open the Tommys_Cars.xls file 400
300
2. Click on the “Sales” tab. 200
Total

100
0
Qtr 1 Qtr 2 Qtr 3 Qtr 4

A B C D E F G
1 Tommy’s Cars
2 1997 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

To create the bar chart shown, two separate areas must be highlighted.
The X-axis labels (the quarters) are in cells B4:E4 and the totals for each Quarter are in cells
B11:E11. The chart could be created by simply highlighting just these two ranges but it would not
have a legend indicating what the bars represent. Therefore, cell A11 also needs to be included in
the range of highlighted cells. This would cause the Y-axis range to become: A10:E10. However,

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because the X-axis range must be the same shape as the Y-axis range, the X-axis range must be
changed to become: A4:E4.

1. Use the mouse to highlight cells: A4:E4

2. Hold the CONTROL key down and use the mouse to highlight cells: A11:E11
The spreadsheet will look like the one shown below.

A B C D E F G
1 Tommy’s Cars
2 1995 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

3. From the Standard toolbar, click on the “Chart Wizard” icon:

Step 1 of 4 is displayed.

4. In the “Chart Type:” area, click

on Column to create a column
chart.

5. In the “Chart sub-type:” area,

click on Clustered Column in
the upper left corner.

6. Click on:

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Step 2 of 4 is displayed.

7. Make sure “Rows” is checked.

Data Range: Displays

the range you
highlighted. If needed,
click the Data Range
icon to modify the
range.

Series in: Select

“Rows” if your data
series is in rows,
“Columns” if your data
series is in columns.

8. Click on the “Series” tab.

This tab shows what cells are being used for the values, x-axis, and labels. If your data is
positioned in Excel in a manner that it is designed to interpret, you will not have to take any
action on this tab.

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Note that you only need to go to

this tab when you would like to add
a 2nd series after highlighting or if
your data is arranged in a manner
that Excel cannot interpret.

Name: Contains the cell

address of the legend text.

Values: Contains the range of

the cells that tell Excel how
high to make the bars in a bar
chart. (Y-axis).

Category (X) axis labels:

Contains the range of the cells
that tell Excel what to place
Add: Click to add a Remove: Click to delete along the X axis.
second series of data a series of data points
points to the chart. from the chart.

6. Click on: to set the chart’s options.

The next few pages cover the different Chart Options available.

The Titles Tab

Use this tab to place text below the X

axis (Category “X” axis), on the Y axis
(Value “Y” axis), and above the graph
(Chart Title).

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The Axes Tab

“Category (X) axis” – Hides/displays
the data on the X axis (quarters in our
example).
“Value (Y) axis” – Hides/displays the
numbers on the Y axis.

Normally, “Automatic” works well for the

X-axis. Select “Category” to ignore any
date formatting done in the source cells.

The Gridlines Tab

Use this tab to control the horizontal and
vertical lines in the background of your
graph.

Category (X) axis

Major gridlines – places lines between
each bar.
Minor gridlines – Places lines in the
center of each bar.

Value (Y) axis

Major gridlines – places lines at each
number on the scale.
Minor gridlines – Places lines between
each number on the scale.

The Legend Tab

Use this tab to hide/display the legend
and to control its placement.

Note that you can also manually drag the

legend once the graph is complete.

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The Data Labels Tab

Use this tab to place labels on the bars,

lines, etc.
Series name – places the legend name
on every bar.
Category name – places the names on
the X axis on each bar.
Value – Places the value of each
category on the bar.
Separator – If using multiple label types,
use this to control how they are separated
(commas, spaces, etc.)

Note that after the graph is complete, you

can manually drag the labels to control
their position.

The Data Table Tab

Use this tab to hide/display a table of

values below the chart.

7. Click on:
8. Select “As new sheet”.
9. Click on FINISH.

Your chart is now on a sheet of its own called Chart1.

Chart Location

This screen allows you to ether place the

chart on the same sheet as your data by
using “As object in” or isolated on a
special type of sheet by choosing “As
new sheet”.

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MODIFYING A CHART
Generally, the trick to modifying a chart is to select the item in the chart you wish to modify by single
clicking it, then double click the object to bring up the appropriate menu. The most common
methods of modifying a chart are:

§ Double clicking the item you wish to modify.

§ Right click the item you wish to modify.
§ Single click the item and then select “Chart” from the menu. (Note that “Chart” only appears
when the chart is selected.)
§ Pressing the “Properties” icon on the “Chart” toolbar will produce a window with options
pertaining to the object you have selected.

Moving An Object
1. Select the object by clicking on it.
2. Place the mouse either on the line surrounding the object or the background of the object.
The mouse will appear as a pointer.
3. Click and Drag the mouse.

Resizing An Object
1. Select the object by clicking on it.
2. Place the mouse on one of the black square handles at the corner of the object. The mouse
will appear as a double headed arrow.
3. Click and Drag the mouse.

Change the Color of Bars

1. Click on one of the bars. (All bars should now have a small single square in their center; this
indicates that they are all selected. If only one of the bars is selected, click away from the
bar and then click back on it again.)
2. Double click the bar.
3. From the “Patterns” tab, click on a color and then click “OK”.

Change Text Attributes (Size, Color, & Alignment)

1. Double click the text to be altered.
2. Click the “Font” tab to control text size and color.
Click the “Alignment” tab to control text alignment and direction.

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Return to the Chart Options Menu

Follow the steps below to return to the “Chart Options” window displayed by the wizards during the
chart’s creation. This is used to affect
chart attributes other than formatting.

1. Click anywhere on the chart.

2. From the menu, click:
CHART – CHART OPTIONS.

See the previous pages for how to use

the different tabs.

Change Chart Type: Column, Bar, Line, & Area

Generally, different types of charts require data to be positioned and highlighted in a very specify
manner and you cannot easily switch chart types; however, the following chart types are easily
interchanged: Bar, Column, Line, Area. To change
chart types:

1. Click anywhere on the chart.

2. From the menu, click:
`CHART – CHART TYPE
3. Select either the “Column”, “Bar”, “Line”
or “Area” chart types.
4. Select a “Chart sub-type”.
5. Click “OK”.

Background Color
As with most chart attributes, double clicking an object will usually display up the desired options.
To change the background color, simply double click it.

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Using The Chart Toolbar

The “Chart” toolbar is an alternative method of altering your chart’s attributes. When you click your chart, it
should appear. If it does not appear, from them menu click: View – Toolbars – Chart.

Properties: Legend: By Row: Click this when

After selecting an Click to your data series is in a
object, click this hide/display row. Generally, clicking
icon to modify its the legend. By Column/ By row
properties. swaps the Legend and
the X Axis. Angle Text Downward:
Click to angel selected
text. Click again to
return to horizontal text.

Angle Text Upward:

Click to angel selected
Selection Box: Chart Type: Data Table: By Column: Click text. Click again to
Click the down Click the down Click to this when your return to horizontal
arrow and click arrow and then hide/display the data series is in a text.
the name of an click an image to data table. column. Generally,
object to select change the chart clicking “By
that object on type. Column” and “By
your chart. Row” swaps the
Legend with the X
Axis.

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CHARTS WITH MORE THAN ONE SERIES

When creating a chart, new users often find that knowing what cells to highlight to be the most
difficult part. The following examples show charts and what cells were highlighted to create each
chart.

Bar Chart With More Than One Series of Bars – Contiguous Cells

A B C D E F G
1 Tommy’s Cars
2 1997 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

To create the chart shown to the left, cells A4:E7 must be

highlighted.

Because the cells are adjoining, it is not necessary to hold

down the control key when highlighting.

1. Click on the “Sheet 1” tab at the bottom of the screen to return to your data.
2. Highlight from A4:E7 as shown above.

3. From the Standard toolbar, click on the “Chart Wizard” icon:

4. Select “Line” as the chart type:
5. Select the “Line” chart as the sub type.
6. Click on NEXT
7. Set “Series in” to rows and then click on NEXT.
8. Click NEXT again at step 3 of 4.
9. At Step 4, set to “As new sheet” and click on FINISH.

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Bar Chart With More Than One Series of Bars - Noncontiguous cells
The chart shown below compares GM, Nissan and Honda’s performance over the 4 Quarters.
Because the data for each series is stored in noncontiguous rows, the Control Key must be held
down when highlighting all but the first series.

A B C D E F G
1 Tommy’s Cars
2 1997 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

GM
1. Highlight cells A4:E4.
100 2. Hold down Control and highlight A6:E6
Nissan
80 3. Hold down Control and highlight A8:E8
Honda
60 4. Hold down Control and highlight A10:E10
40 5. From the menu, click INSERT - CHART
20 6. Click on Column and then NEXT
- 7. At step 2 of 4, click on NEXT
QTR1 QTR2 QTR 3 QTR4
8. At step 3 of 4, click on NEXT
9. At step 4, set to “As new sheet” and click FINISH.

• The Quarters are highlighted because they are what is to appear along the X-axis.
• The numbers for GM, Nissan, and Honda are highlighted because they tell Excel how high to
make the bars.
• The manufactures are highlighted because they are to become the legend.
• The word “Manufacturer” is highlighted because that is to become the title, and when separate
areas are highlighted, they must be of the same shape.

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X-AXIS IN COLUMN, NONCONTIGUOUS CELLS

In this example, the different data series are in columns instead of rows.

A B C D E F G
1 Tommy’s Cars
2 1997 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

1. Highlight cells A4:A10

250 Total
200 Total 2. Hold down Control and highlight cells F4:F10.
150 3. From the menu click on: INSERT - CHART
100 4. Select “Column” and click on NEXT
50 5. At step 2, set “Series in” to columns.
- 6. Click on NEXT
Ford GM Chrysler Nissan Toyota Honda 6. At step 3, click on NEXT
7. At step 4, select “As new sheet” & click FINISH.

• The names of the manufactures are highlighted because they are to be places along the X-axis
• The totals are highlighted because they tell Excel how high to make the bars.
• The word “Total” is highlighted because that is to become the legend.
• The word “Manufacturer” is highlighted because that is to become the title and noncontiguous
highlighted areas must be of the same shape.

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PIE CHARTS
In a pie chart, two cell ranges must be highlighted:
• The range of cells containing the pie slice labels (usually words)
• The range of cells containing the values that tell Excel how large to make each pie slice.

Pie Example 1: Manufacturer Comparison

The chart below compares the different manufacturers by percentage. This chart will be an
Embedded chart rather than a Chart Sheet.

A B C D E F G
1 Tommy’s Cars
2 1997 Sales
3
4 Manufacturer Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total
5 Ford 25 30 50 120 225
6 GM 30 45 80 85 240
7 Chrysler 20 40 70 75 205
8 Nissan 40 50 30 50 170
9 Toyota 45 30 5 60 140
10 Honda 50 40 50 65 205
11 Total 210 235 285 455 1185
12

1. Highlight cells: A5:A10

2. Hold the CONTROL key down and highlight
cells F5:F10

3. Click the Chart Wizard Icon:

4. Select “Pie” as the Chart type.
5. Accept the default Chart sub-type.
6. Click “NEXT”.

7. At step 2, set “Series in” to “Columns”.

(picture not shown)

8. Click “NEXT” to go to Step 3.

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Step 3 - Setting Pie Chart Options

9. On “Titles” tab, type a “Chart Title”.

The Chart Title will appear above the pie

chart.

10. Click the “Data Labels” tab.

Series Name – Not applicable to pie charts.

Category Name – Places slice names on
the slices.
Value – Places the slice values on the
slices.
Percent – Places the slice values on the
slices mathematically converted to a percent
of the whole.
Separator – Use this to separate labels
when using multiple label types.
Legend – Displays the legend next to the
slices.
Show Leader Lines – Connects the slice
labels with the slices by a line.

11. Click the “Legend” tab.

Show Legend – Use this to hide/display the

legend. Note that if you are displaying the
“Category Name” from the Data Labels tab,
having a legend is redundant.

12. Click “NEXT” to go to Step 4.

13. At Step 4, select “As Object In” and

click “FINISH”. Note that this options
will place the chart on the same sheet
as the data.

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MODIFYING A PIE CHART

Moving an Embedded Chart

Click and drag the chart by its background to move it.

Resize an Embedded Chart

Click on a chart’s background and click and drag it by the corner grips.

Exploding A Slice Of Pie

1. Select the slice of pie to be exploded by clicking on it. (All slices will be selected)
2. Click the slice to be exploded again. (Just the one slide is selected)
3. Click and Drag the slice away from the center of the pie.

Rotating The Pie

1. Double click any one of the pie slices.
2. Click on the “Options” tab.
3. Click the UP/DOWN arrows to rotate the pie.

Changing Pie Slice Color

1. Click the slice of pie you wish to change the color of until it alone is selected.
2. Double click the piece of pie.
3. Click on the “Patterns” tab.
4. In the “Area” section, select a color and click on OK.

Change to a 3D Pie
1. Click the Chart.
2. From the menu, click: CHART – CHART TYPE
3. Set Chart Type to “Pie”.
4. Set Chart Sub Type to the image of the 3D pie (top row middle).
5. Click “OK”.

Change the Thickness and Elevation of a 3 Dimensional Pie.

You can only change the thickness and elevation of a 3 Dimensional pie.
1. From the menu, click on: CHART - 3D VIEW.
2. Make the desired changes. (See instructions below.)

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3. When finished, click on OK.

Use the UP/Down Type in an

arrows to change higher
how much of the percentage
top/side of the pie to change
is showing. the
thickness of
the pie.
Use the Rotation
arrows to rotate the
pie.

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CREATING LINKED PIES

A linked pie is useful when you wish to breakdown the elements of a piece of pie. In this example, a county’s
federal budget is shown. The pie on the right does a breakdown on Military spending and includes: Personnel,
Research & Development, and Equipment.

Foreign Personnel
Programs 12%
27%

Military Equipment
38% 17%
Social Programs
14%

Business Research &

Programs Dev.
21% 9%

The trick to setting up linked pies is to not list the slice you are creating a sub pie for, but instead, list the slices
that make up the sub pie slice. Further, list the items on the sub pie at the bottom of the list of slices.

1. In Tommys Cars file, click on the “Linked Pie” tab.

2. Highlight from B4:C9
3. Click on the “Chart Wizard” icon:
4. Select “PIE” as the Chart Type.
5. Select “Pie of Pie” as the Subtype.
6. Click on NEXT.
7. There is nothing to change at step 2, click on NEXT.
8. Make the following changes at Step 3.
a. At Title, type: National Budget
b. At Legend, remove the check from ”Show Legend”
c. At Data Labels, select “Show Label and Percent” and click NEXT.
10. Select ”As New Sheet” and click FINISH.

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Specify Slices for the Sub Pie

To tell Excel which slices should go on the sub chart, complete the following steps:
1. Double click any of your pie slices.
2. From the pop-up window, select “Options”.

There are several methods of telling Excel which slices belong to the Main Pie and which slices belong to the Sub
Pie. The “Split series by” determines which method to use.
• Position: Specify how many
of the bottom rows on the
data sheet belong on the sub
pie.
• Value: All slices below a
certain value will be placed
on the sub pie.
• Percent Value: All slices
below a certain percent will
be places on sub pie.
• Custom: Allows you to drag
pie slices between the two
pies.

4. Set “Split series by:” to “Position”

5. Set “Second plot contains the last:” to “3” and click on OK.

Renaming “Other” to “Defense”

1. You are in edit chart mode.
2. Keep clicking the label “Other” until it alone is selected.
3. Delete the word “Other” and type in “Defense”.

Adjusting the Pie

At this point, pie labels may be overlapping and the pie may not look as you would like. There are several
methods of improving its appearance.

§ Changing the font size of the pie slice labels:

a. Click one of the labels to select them all.
b. Use the “Font Size” down arrow on the formatting toolbar to select a size.

§ Changing the distance between the pies:

a. Double click any piece of pie
b. Select “Options”.
c. Increase the “Gap Width” percentage.

§ Moving the pie labels:

a. Keep clicking one of the labels until it alone is selected.

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b. Click and drag it by the frame around it.

§ Making the pies larger:

a. Select “Plot Area” from the “Chart Objects” drop down list on the Chart toolbar.
b. Place the mouse in one of the corners of the box which appears and click & drag.

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(XY) SCATTER CHARTS

Scatter charts are commonly used in statistical analysis for presenting trends between two sets of numbers. For
example, you wish to see if there is a correlation between a your employee’s ages and their salary.

Age / Salary Comparison

90000
80000
70000
Salary

60000
50000
40000
30000
20000
20 25 30 35 40 45 50 55 60 65 70 75
Age

1. In the Tommys Cars file, click on the Scatter” tab.

2. Select the range: A2:B20
3. Click in the “Chart Wizard” icon.
4. Select “XY (Scatter)” as the Chart Type.
5. Select “Scatter” as the Sub Type:
6. Click on NEXT.
7. Click on NEXT again at Step 2.
8. Click on the ”Titles” tab and make the following changes:
9. Click on the “Gridlines” tab and select “Major Gridlines” for the X
Value Axis.
10. Click on the “Legend” tab and remove the check for “Show Legend”.
11. Click on NEXT.
12. Select “As New Sheet” and click FINISH.

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Change the Scales

The smallest salary is 22,000 and the youngest age is 20. We will make the salary scale start at $20,000 and the
age scale start at 20. Further, we will change the units for salary to $10,000 and the units for age to 5 years.

Y - Axis
1. Point to any one of the salaries and double click.
3. Click on the “Scale” tab.
4. Set the “Minimum” to 20000.
5. Set the “Major Units” to 10000
6. Click on OK.

X - Axis
1. Point to any one of the ages and double click.
2. Click on the “Scale” tab.
4. Set the “Minimum” to 20.
5. Set the “Major Units” to 5
6. Click on OK.

Add a Trend Line

1. Click your chart to select it.
2. From the menu, click on: CHART - ADD TRENDLINE…
3. Select “Linear” and click on OK.

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TRANSPOSING THE X & Y AXIS

When two or more columns of data are charted, Excel assumes the data on the left is the X axis
and the data on the right is the Y axis; however, they can be altered.

1. Click on the “Age vs. Salary” sheet tab to return to that sheet.
2. Highlight the range: A2: B20
3. Click in the “Chart Wizard” icon.
4. Select “XY (Scatter)” as the Chart Type and “Scatter” as the subtype:
7. Click on NEXT to go to Step 2.
8. Click on the “Series” tab and change the ranges as shown:

Click on the X-Values range

button and highlight the Salaries
(B2:B20). Click the Close button
to return here.

Click on the Y-Values range

button and highlight the
Ages(A2:A20). Click the Close
button to return here.

9. Click on NEXT.
8. Click on the ”Titles” tab and make the following changes:
9. Click on the “Gridlines” tab and select “Major Gridlines” for the X Value Axis.
10. Click on the “Legend” tab and remove the check for “Show Legend”.
11. Click on NEXT.
12. Select “As New Sheet” and click FINISH.

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Age/Salary Comparison

80
60
Age 40
20
0
0 20000 40000 60000 80000 100000
Salary

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SETTING DATA RANGES MANUALLY

The charts we have created thus far had data arranged in the manner Excel is designed to interpret; however, this
may not always be the case. The example below covers how to manually specify the data ranges.

Stock Price P/E Ratio

100

80

60

40

20

0
1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998

Line Graph Comparing “Stock Price” and “P/E Ratio”.

1. Click on the “Stock” tab.
2. Click in a blank cell.
3. Click the “Chart Wizard” button.
4. Select “Line” as the Chart Type.
5. Click “NEXT”.

The Data Range tab is displayed and the options are all blank. We will need to manually set the ranges using the
“Series” tab.

6. Click on the “Series” tab.

Each line in the graph is known as a “series” and is made up of a group of numbers. In this graph, we will need
two series – one for the P/E ratio and one for stock price.

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Adding the Stock Price Series

At the moment, most of the window’s options are

unavailable.

7. Click the “Add” button in the Series area.

Series 1 appears and the remaining options
become available.

8. In the “Name” box, type: Stock Price

This will become the Legend. Note you can also
click the small button to the right of name to
select the contents of a cell.

9. Click the small button to the right of

“Values”. Use Values to specify the range
of numbers to be used for the Stock Price
line. The window hides and you should be
able to see your data.

10. Highlight cells C2:C12 and press ENTER.

11. Click the small button to the right of “Category (X) axis labels”. This will become the years along the
bottom of the graph.

12. Highlight cells A2:A12 and press ENTER.

Adding the P/E Ratio Series

13. Click the “Add” button in the Series area again.

(Series 2 appears).

14. Type: P/E Ratio in the Name box.

15. Click the small button to the right of

“Values”. Use Values to specify the range
of numbers to be used for the P/E Ratio line.

16. Highlight cells E2:E12 and press ENTER.

17. Click “NEXT”.

18. Set any desired options at step 3 and then click

“NEXT”.

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19. Set the location to “As object in Stock” and then click “FINISH”.

STOCK CHARTS - HIGH / LOW / CLOSE

Tommy's Stock Performance

110

90 High
Price

Low
70 Close
50
1/10/97 1/11/97 1/12/97 1/13/97 1/14/97
Date

High - Low - Close charts are used for showing the progress of a stock over time. The chart gives the high and
low of the stock for the day and its closing price. The vertical bar indicates the high and low for the day. The tic
mark indicates its closing price for the day.

Your data should be arranged similar to the data sheet shown here.

1. In the Tommys Cars file, click the “Stocks” tab.

2. Highlight the range: A1:D6
3. Click in the “Chart Wizard” icon.
4. In the “Chart Type” column, click on “Sock”.
5. In the “Sub Type” section, click on
“High/Low/Close”
6. Click on NEXT.
7. Click NEXT at Step 2.
8. At Step 3 click “Titles”.
a. At title, type: Tommy’s Stock Performance.
b. At X-Axis, type: Date
c. At Y-Axis, type: Price
9. Click on FINISH.

Tick Marks
If you did not get the close tick marks, or you wish to change the style/color of the tick marks, complete the
following steps:

1. Point to where a tick mark should be and double click the mouse.

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2. Click on the “Patterns” tab.

3. Try selecting “Automatic” or creating a “Custom” style and color.

BUBBLE CHARTS
Bubble Charts are similar to XY Scatter Charts in that
you must use numbers for your X and Y axis. Where Age / Salary Comparison
they differ is that you can use a third set of numbers to
control the size of the data point. 80000
60000

Income
In this example, the average salaries of people in their 40000
20’s, 30’s, 40’s, 50’s, 60’s, 70’s, and 80 and above 20000
are plotted on the Y-axis and the age categories are 0
on the X-axis. The size of the bubble is determined by 0 20 40 60 80 100
the percent of the US population falling into each age Age Group
category.

Data for a bubble chart should be set up as shown below.

X-Axis Y-Axis Bubble Size

1. In the Tommys Cars file, click on the “Bubble” tab.

2. Highlight from: A1:C8
3. Click on the “Chart Wizard” icon.
4. Select “Bubble Chart” as the Chart Type and click NEXT.
5. At Step 2, click on NEXT.
6. Click Titles and type the following:
7. Click on the “Legend” tab.
8. Remove the check from “Show Legend”.
9. Click FINISH

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PRINTING A CHART SHEET

When printing a chart sheet, the chart will automatically fill the entire page.
1. Click on the tab of one of your chart sheets.
2. Click on the “Print Preview” icon:
The chart should be filling the page and centered.
3. To print the chart, click on the icon PRINT and then click OK

Changing How the Chart Sheet Prints

There are three print setup which are only available when printing charts.
1. Click on the “Print Preview” icon:
2. Click on the icon: SETUP
3. Click on the tab: CHART

Use Full Page: The chart fills the page. The X & Y axis may no longer be proportional to each other.
Scale to Fit Page: The chart fills the page as much as possible without making the X & Y axis disproportional.
Custom: If the users has resized the chart on the chart sheet, this option will allow it to print as it appears on the
chart sheet.
Draft Quality: No effect when printing from a chart sheet.
Print in Black & White: Charts are filled with patterns rather than shades of gray.

PRINTING AN EMBEDDED CHART

When the chart is on a normal Excel spreadsheet rather than a Chart Sheet, there are two ways to print:
The chart and the worksheet data on one page.
Just the chart.

Print the Chart and the Spreadsheet

1. Click in any cell on the spreadsheet containing the embedded chart.
2. Click on the “Print Preview” icon:
3. Click on the icon: PRINT and then OK

Print Just the Embedded Chart

1. Click the graph to select it.

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2. Click on the “Print Preview” icon:

The graph should appear on a page by itself
3. Click “PRINT” and then “OK”

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HISTOGRAM ADD-IN

A histogram is a chart which graphically shows how frequently data occurs. For example, you wish to know how
many people in your company are between the ages of 21 and 25, 26 and 30, 31 and 35, etc. The Chart Wizard
does not include a histogram; however, Excel does come with an Add-In which does include histograms.

Histogram
8
Frequency

6 Frequency
4
2
0
20 25 30 35 40 45 50 55 60 65 70 75 More
Age Groups

Add-Ins
Add-Ins are programs which either come with Excel but are not normally loaded, or are sub-programs that you
can purchase . The purpose of an Add-In is to add more features to a program.

Installing Add-Ins
When you installed Excel onto your computer, you may not have told it to install the Add-Ins if you were
concerned about free drive space. If this is the case, you will need your origional Office 97 CD to install the
Add-Ins to your hard drive. See your manual for instructions on this procedure.

Making an Add-In Available

Even if the Add-Ins are installed, to make an Add-In available for use, it still must be configured to load when
Excel Loads.

1. From the menu, click on: TOOLS.

2. If “Data Annalysis” is on the list, then it is already loading as an Add-In. If not, go to step 3.
3. From the menu, click on: TOOLS - ADD-INS
4. If “Annalysis Toolpack” is not checked, click its box to check it. If it is not present on the list, you
must install it from your Office 97 CD.
5. Click on OK.
6. Click on “Tools” on your menu. “Data Analysis” should now be on the list.

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Creating a Histogram Using the “Data Analysis” Add-In

1. Click on the “Scatter” tab.
2. From the menu, click :
TOOLS - DATA ANALYSIS…
3. Select “Histogram” from the list.
4. Click on OK.
5. Make the settings as shown below.
- Input Range: A1:A20
- Bin Range: E1:E13
- Check “Labels”
- Output Range: D15
- Check “Chart Output”.
6. Click on OK.
7. You should get a frequency table and a histogram.
Adjust the chart like you would other Excel Charts.

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Bin Range tells Excel how the data should be Input Range contains the data
grouped. In this case, Excel will count how many which is being analyzed.
people are <=20, >20 and <=25, >25 and <=30, >30 A1:A20
and <=35, etc. This Bin Range should be E1:E13.

Labels: This should

be checked if your
Input and Bin Range
contains titles.

Output Options:
Tells Excel where to
place the chart. Set
for D15.

Chart Output:
Check “Chart
Output” to get a
histogram.

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MIX STACKED AND UNSTACKED DATA

The trick to stacking some series of data will leaving others unstacked is to add a secondary axis. Plot the
stacking series on one axis and the nonstacking series on the other.

Example 1: Stack Costs as Area, Sales as Bars

In this example, the advertising and promo costs are
stacked as Area and the sales are shown as bars. 30
For best results, the data should be set up with the two 25
20
stacking ranges to the left and the non stacking range to 15
the right, as shown below. 10
5
0
Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4

Promo Advertising Sales

Cost Cost

1. Click on the “Mixed” tab and select the range: A1:D5

2. From the Standard toolbar, click the “Chart Wizard” button.
3. Click the “Custom Types” tab.
4. Select the “Column - Area” chart.
5. Click on “Finish”.

Example 2: Stack Costs as bar charts, Sales as a Line

This is similar to the chart above except that the costs are stacked as columns and the sales are represented by a
line.

1. From the “Mixed” sheet, select the range: A1:D5

30
2. From the Standard toolbar, click the “Chart Wizard” button.
25 Advertising
4. Click the “Custom Types” tab. Cost
20
5. Select the “Line - Column” chart. 15
Promo
Cost
6. Click on “Finish”. 10
Sales
7. Click one of the “Cost” bars so that all bars in that series are 5
selected. 0
Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4
8. From the menu, click: CHART - CHART TYPE.
9. Set the Chart Type to “Column” and the Chart Sub Type
to Stack.
10. Click on OK.

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Example 3: Costs as Stacked Bars, Sales as an Area Graph

This uses the same data from example 1 to display costs as stacked bars and sales as an area chart.
1. From the “Mixed” sheet, select the range: A1:D5
2. From the Standard toolbar, click the “Chart Wizard”
30
button. Sales
3. Click the “Custom Types” tab. 20
4. Select the “Line - Column” chart. Advertising
10 Cost
5. Click on “Finish”.
6. Click one of the “Cost” bars so that all bars in that series are 0 Promo
selected. Cost
Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4
7. From the menu, click: Chart - Chart Type.
8. Set the Chart Type to “Column” and the Chart Sub Type to Stack.
9. Click on OK.
10. Select the line then from the menu, click: Chart - Chart Type
11. Select AREA and click OK.

Example 4: All Series as Bars, Costs

Stacked 30

25
In this example, Total Sales are shown as unstacked bars in the
20
background while the two major costs (advertising and promotion) 15
are stacked up in front of Sales. 10

5
This is example is not as easy as the previous examples. This is 0
because if you try to change the Sales series to bars, Excel with try Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4

and “help” you by assuming they should share the same primary axis. Sales Promo Cost Advertising Cost

Step 1: Create a simple column chart

1. From the “Mixed” sheet, select the range: A1:D5
2. From the Standard toolbar, click the “Chart Wizard” button.
3. Click “Column” as the Chart Type.
4. Accept the default chart sub Type of “Clustered Column”.
5. Click on “Finish”.

Step 2: Assign the stacking columns to a secondary axis

1. Click on the chart to make the “Chart” toolbar appear.
(If it still does not appear, from the menu, click: View - Toolbars - Chart).
2. From the “Chart” toolbar, click the “Chart Objects” down arrow and
select: Series “Promo Cost”.
3. From the “Chart” toolbar, click the “Properties” icon.

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4. In the pop-up window, click on the “Axis” tab.

5. Select “Secondary Axis” and then click OK.
6. From the “Chart” toolbar, click the “Chart Objects” down arrow and
select: Series “Advertising Cost”.
7. From the “Chart” toolbar, click the “Properties” icon.
8. In the pop-up window, click on the “Axis” tab.
9. Select “Secondary Axis” and then click OK.

Step 3: Stacking the Cost columns

1. Select the series: Series Adverting Cost.
2. From the menu, click: Chart - Chart Type
3. Make sure Chart Type is set to “Column”.
4. Set the Sub Type to “Stacked Column”.
5. Click on OK.

Step 4: Widen the Sales Columns

1. From the “Chart” toolbar, click the “Chart Objects” down arrow and select: Series “Sales”.
2. From the “Chart” toolbar, click the “Properties” icon.
3. Click on the “Options” tab.
4. Use the arrows to change the “Gap Width” to a smaller number. This will widen the “Sales” columns.
5. Click on OK.

Step 5: Match Primary and Secondary Y-Axis Scales

1. From the “Chart” toolbar, click the “Chart Objects” down arrow and select:
Secondary Value Axis.
2. From the “Chart” toolbar, click the “Properties” icon.
3. Click on the “Scale” tab.
4. Set the Maximum, Minimum, and Major Unit to match the settings of the primary y-axis.
5. Click on OK.

Step 6: Hide the Secondary Y - Axis Scale

1. From the “Chart” toolbar, click the “Chart Objects” down arrow and select: Secondary Value Axis.
2. From the “Chart” toolbar, click the “Properties” icon.
3. Click on the “Patterns” tab.
4. In the “Tick Mark Labels” section, select “NONE”.
5. Click on OK.

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MULTIPLE CATEGORY STACKS

In this example, the advertising and
promotional expenditures of two different 1000
divisions (NorthWest and North East) are 800 Promotion
being compared. The trick to this chart is 600 Advertising
to create more X-axis categories than 400
needed and to create invisible x-axis 200
categories to help with bar placement. 0

Qtr. 1 - NE

Qtr. 2 - NE

Qtr. 3 - NE

Qtr. 4 - NE
Qtr. 1 - NW

Qtr. 2 - NW

Qtr. 3 - NW

Qtr. 4 - NW
Step 1: Setting Up the Data Series
This is the most important step because if the data is not
spaced correctly, the chart will not look correct. Note that
there are shaded areas above and below each quarter set.
These are x-axis categories that contain no data. Their
purpose is to provide spacing to the left and right of each
quarter set.

1. Click on the “DBL Category” tab.

2. Click on a blank cell.
2. Click on the “Chart Wizard” icon.
3. Select “Column” as the Chart Type.
4. Select “Stack” as the Chart Sub Type.
5. Click on “NEXT”.
6. Click on the “SERIES” tab.

Create the Advertising Series.

7. Click on the “ADD” button to create the Advertising series.
8. Click the Range Finder button for NAME.
9. Click on the word “Advertising” (Cell B1).
10. Click on the “Collapse Dialogue” button to return to the Chart source data window.
11. Click the Range Finder button for VALUES.
12. Highlight the range: B2:B14.
13. Click on the “Collapse Dialogue” button to return to the Chart source data window.
14. Click the Range Finder button for Category (X) axis labels.
15. Highlight the range: A2:A14.
16. Click on the “Collapse Dialogue” button to return to the Chart source data window.

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Create the Promotion Series

17. Click on the “ADD” button to create the Promotion series.
18. Click the Range Finder button for NAME.
19. Click on the word “Promotion” (Cell C1).
20. Click on the “Collapse Dialogue” button to return to the Chart source data window.
21. Click the Range Finder button for VALUES.
22. Highlight the range: C2:C14.
23. Click on the “Collapse Dialogue” button to return to the Chart source data window.
24. Click on “FINISH”.

Step 2: Adjust the X-Axis

1. Widen the chart until all of the X-axis labels appear.
2. Adjust the x-axis labels by double clicking them and then go to “Alignment” and “Font” tabs to make the
desired changes.
3. Click OK to leave axis alignment.

Step 3: Set “Gap Width” to 0

Gap width affects spacing between different categories. We will set the spacing to zero to place the bars closer
together. Note that there will still be gaps between the quarter sets because this is not a gap but an invisible series
(series with no data).

1. Double click an of the columns.

2. Click on the “OPTIONS” tab.
3. Set the “Gap Width” to 0.
4. Click on OK.

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MULTIPLE CATEGORY STACKS

The chart in this example places
the cost type of each division in NorthEast - Ads NorthEast - Promo
the legend and displays four NorthWest - Ads NorthWest - Promo
months across the x-axis. To
1000
make the months appear more 800
evenly across the x-axis, an 600
invisible series is used. 400
200
0
January February March April

Step 1: Setting Up the Data

Note that the data for the Northwest division is staggered one row below the data for the Northeast division.
This is done to prevent the bars from overlapping and to create a second set of stacked bars. The blank rows
between the month sets are to add space between the bar sets.

1. Click on the “Mult Stack” tab.

Step 2: Set the Data Ranges

1. Click in a blank cell then click on the “Chart Wizard” icon.
2. Select the “Column” Chart Type and the “Stacked Column” Chart Sub Type.

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3. Click on “NEXT”.
4. Click on the “SERIES” tab.

Set the “Northeast - Ads” Series

a. Click on the “ADD” button.
b. Click the Range Finder button for “NAME”.
c. Select cell B1 then press ENTER.
d. Click the Range Finder button for “VALUES”.
e. Select the range: B2:B14 then press ENTER.
d. Click the Range Finder button for “VALUES”.

Set the “Northeast - Promo” Series

a. Click on the “ADD” button.
b. Click the Range Finder button for “NAME”.
c. Select cell C1 then press ENTER.
d. Click the Range Finder button for “VALUES”.
e. Select the range: C2:C14 then press ENTER.
d. Click the Range Finder button for “VALUES”.

Set the “Northwest - Ads” Series

a. Click on the “ADD” button.
b. Click the Range Finder button for “NAME”.
c. Select cell D1 then press ENTER.
d. Click the Range Finder button for “VALUES”.
e. Select the range: D2:D14 then press ENTER.
d. Click the Range Finder button for “VALUES”.

Set the “Northwest - Promo” Series

a. Click on the “ADD” button.
b. Click the Range Finder button for “NAME”.
c. Select cell E1 then press ENTER.
d. Click the Range Finder button for “VALUES”.
e. Select the range: E2:E14 then press ENTER.
d. Click the Range Finder button for “VALUES”.

Create “Series 5”
a. Click on the “ADD” button.
b. Click the Range Finder button for “VALUES”.
c. Select the range: B18:E18 then press ENTER.

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5. Click on “FINISH”

Step 3: Create the Secondary X-Axis

All series except Series 5 must be set the a secondary x axis.
a. Click on the chart to make the “Charting” toolbar appear.
(If it does not appear, go to: VIEW - TOOLBARS - CHART from the menu.)
b. Click on the “Chart Object” down arrow and select “Series Northeast - Ads”.
c. Click the “Properties” button.
d. Click on the “Axis” tab.
e. Select “Secondary Axis” then click on OK.

f. Repeat steps b-e for the three other named series: “Northeast - Promo”, “Northwest - Ads”, and
“Northwest - Promo”.

Step 4: Respecify “Stacking Columns”

a. Click on the chart to select it.
b. From the menu, click on: CHART - CHART TYPE
c. Select the “Stacked Column” Chart Sub type and then click OK.

Step 5: Set “Gap Width” to 0

Gap width affects spacing between different categories. We will set the spacing to zero to place the bars closer
together. Note that there will still be gaps between the quarter sets because this is not a gap but an invisible series
(series with no data).

1. Double click an of the columns.

2. Click on the “OPTIONS” tab.
3. Set the “Gap Width” to 0.
4. Click on OK.

Step 6: Specify the X-Axis Labels

a. Click on the chart to select it.
b. From the menu, click: CHART - SOURCE DATA
c. Select the series “Northeast - Ads”.
d At “Category (X) axis Labels, click the Range Finder button.
e. Highlight cells: B17:E17 then press ENTER.
f. Click on OK.

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Step 7: Display the X-Axis Correctly

a. Click on the chart to select it.
b. From the menu, click: CHART - CHART OPTIONS
c. Click on the “AXES” tab.
d. In the “Secondary Axes” section, place a check in: “Category X-Axes”.
e. Click on OK.

Step 8: Removing Series 5 from the Legend Box

1. Keep clicking “Series 5” in the legend box until just Series 5 is selected.
2. Press the DELETE key on the keyboard.

Step 9: Removing the upper X-Axis

1. Double click the number along the top of the chart.
2. Click on the “Patterns” tab.
3. Set “Tick Mark Type” and “Tick Mark Labels” to NONE.
4. Click on OK.

Step 10: Remove the Secondary Y Axis

1. Double click one of the numbers on the RIGHT Y-Axis.
2. Press DELETE on your keyboard.

Excel97 Charts.Doc February 12, 2003 Page 46 of 47

Marshall School of Business Academic Information Services – User Support

Organizational Charts
Organizational charts are often used used to show a command sturcture or other type of hiearchial relationship.
They can be accessed from the drawing toolbar or under the “Insert” menu.

1. From the menu, click: INSERT –

DIAGRAM.
2. Select the “Organizational Chart” icon
and click “OK”.

§ To delete a box, click it then press the

DELETE key on your keyboard.
§ To move a box, click and drag it to the new
location’s manager.
§ To add more boxes, use the Insert Shape
botton on the Organiztion Chart Toolbar.
§ To change colors double click the object or
use one of the color options on the
“Drawing Toolbar”.

Insert Shape - Layout - Select -

Use this to add more boxes. The Use this to control Use this to select similar items.
choices are: the overall box Useful when you wish to make
positioning. changes to similar items. The
Subordinate: Inserts below the choices are: level, branch, all
currently selected box. assistants, and all connecting
lines.
Coworker: Inserts next to the
currently selected box.
Assistant: Inserts below and to the
side of the currently selected box.

Excel97 Charts.Doc February 12, 2003 Page 47 of 47