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W1a. Hands On Lab - Creating Basic Charts

This document outlines a hands-on lab for creating basic charts in Excel, including column, area, bar, and line charts using a provided dataset. It emphasizes using Excel for the web for the exercises and provides step-by-step instructions for each chart type. The lab aims to enhance users' skills in data visualization through Excel's charting features.

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hector
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19 views8 pages

W1a. Hands On Lab - Creating Basic Charts

This document outlines a hands-on lab for creating basic charts in Excel, including column, area, bar, and line charts using a provided dataset. It emphasizes using Excel for the web for the exercises and provides step-by-step instructions for each chart type. The lab aims to enhance users' skills in data visualization through Excel's charting features.

Uploaded by

hector
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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Hands-on Lab 1: Creating Basic Charts

Estimated time needed: 20 minutes

In this lab, you will learn how to create some basic charts in Excel. First, we will look at how to create a column chart and then an area
chart. Next, we will learn how to create a bar chart and a line chart from a pivot table.

Software Used in this Lab


The instruction videos in this course use the full Excel Desktop version as this has all the available product features, but for the hands-on
labs we will be using the free ‘Excel for the web’ version as this is available to everyone.

Although you can use the Excel Desktop software if you have access to this version, it is recommended that you use Excel for the web for
the hands-on labs as the lab instructions specifically refer to this version, and there are some small differences in the interface and
available features. If you do not yet have access to Excel for the Web, you can follow the instructions in the following lab to get started
with it: Hands-on Lab: Introduction to Excel for the web.

Dataset Used in this Lab


The dataset used in this lab comes from the following source: https://www.kaggle.com/gagandeep16/car-sales under a CC0: Public
Domain license. We are using a modified subset of that dataset for the lab, so to follow the lab instructions successfully, please use the
dataset provided with the lab, rather than the dataset from the original source.

Objectives
After completing this lab, you will be able to:

Create a column chart.


Create an area chart.
Create a bar chart from a pivot table.
Create a line chart from a pivot table.

Exercise 1 : Creating Column Charts and Area Charts in Excel


In this exercise, you will learn how to create basic charts, such as column and area charts, in Excel.

Task A : Create a Column Chart


1. Download the file Car_Sales_Kaggle_DV0130EN_Lab1_Start.xlsx. Upload and open it using Excel for the web.

2. Switch to the worksheet named Column Chart.

3. Click the filter drop-down in column A (Manufacturer), and select Filter….

4. In the list, only select Toyota and click OK.


5. Select column B, then hold SHIFT and select column C.

6. On the Charts group of the Insert tab, click Column Chart and choose Clustered Column from the 2-D Column category.
7. Click on the floating chart area to access the Chart tab in the ribbon.

8. On the Labels group of the Chart tab, click Chart Title and select Edit Chart Title….

9. In the text input area of the dialog box Edit Title, write “Power Perf Factor of Toyota Cars” and click OK.

10. Your chart should look something like the one below:
Task B : Create an Area Chart
1. Switch to the worksheet named Area Chart.

2. Click the filter drop-down in column A (Manufacturer), and select Filter….

3. In the list, only select Toyota and click OK.

4. Select column B, then hold SHIFT and select column C.

5. On the Charts group of the Insert tab, click Area Chart and choose Area from the 2-D Area category.

6. Click on the floating chart area to access the Chart tab in the ribbon.

7. On the Labels group of the Chart tab, click Data Labels and select Show.

8. On the Format group of the Chart tab, click Format.


9. On the right side menu bar Format, select Series “Unit Sales” > Fill > Gold, Accent 4.

10. Your chart should look something like the one below:

Exercise 2 : Create Bar Charts and Line Charts from a Pivot


Table in Excel
In this exercise, you will learn how to create basic charts, such as bar and line charts, using a pivot table in Excel.

Task A : Create a Bar Chart from a Pivot Table


1. Switch to the worksheet named Bar Chart.

2. Click the filter drop-down in column A, and select Manufacturer > Filter….

3. In the list, only select Toyota and click OK.

4. Double-click cell A4 to expand entire field.

5. On the Charts group of the Insert tab, click Bar Chart and choose Clustered Bar from the 2-D Bar category.

6. Click on the floating chart area to access the Chart tab in the ribbon.

7. On the Labels group of the Chart tab, click Data Labels and select Inside End.

8. Your chart should look something like the one below:


Task B : Create a Line Chart from a Pivot Table
1. Switch to the worksheet named Line Chart.

2. Click the filter drop-down in column A, and select Manufacturer > Filter….

3. In the list, only select Acura, Honda, Infiniti, Lexus, Mitsubishi, Nissan, Subaru, Toyota and click OK.

4. Click any cell of the pivot table.

5. On the Charts group of the Insert tab, click Line Chart and choose Line with Markers from the 2-D Line category.

6. Click on the floating chart area to access the Chart tab in the ribbon.

7. On the Labels group of the Chart tab, click Chart Title and select Edit Chart Title….

8. In the text input area of the dialog box Edit Title, write “Average Retention % of Japanese Auto Manufacturers” and click OK.

9. On the Labels group of the Chart tab, click Data Labels and select Below.

10. On the Labels group of the Chart tab, click Legend and select None.

11. Your chart should look something like the one below:

Congratulations! You have completed Lab 1, and you are ready for the next topic.

Author(s)
Sandip Saha Joy

Other Contributor(s)
Steve Ryan

Changelog
Date Version Changed by Change Description
2020-09-10 1.2 Steve Ryan Added software and dataset info
2020-09-09 1.1 Steve Ryan ID review
Date Version Changed by Change Description
2020-09-01 1.0 Sandip Saha Joy Initial version created

© IBM Corporation 2020. All rights reserved.

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