Excel 2019

Intermediate
Instructor Guide

[Your Company Name]

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© 2019 by CustomGuide, Inc. 3387 Brownlow Avenue, Suite 200; Saint Louis Park, MN 55426
This material is copyrighted and all rights are reserved by CustomGuide, Inc. No part of this publication
may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language
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We make a sincere effort to ensure the accuracy of the material described herein; however, CustomGuide
makes no warranty, expressed or implied, with respect to the quality, correctness, reliability, accuracy, or
freedom from error of this document or the products it describes. Data used in examples and sample data
files are intended to be fictional. Any resemblance to real persons or companies is entirely coincidental.
The names of software products referred to in this manual are claimed as trademarks of their respective
companies. CustomGuide is a registered trademark of CustomGuide, Inc.
 Contents

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Charts ........................................................................................................................................................... 9
Create Charts ................................................................................................................................................ 10
Choose the Right Chart ............................................................................................................................. 10

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Create a Chart ........................................................................................................................................... 11
Create a Recommended Chart .................................................................................................................. 12
Move and Resize ........................................................................................................................................... 13
Move a Chart............................................................................................................................................. 13
Move Charts to a Chart Sheet ................................................................................................................... 13

N T Resize a Chart ............................................................................................................................................ 14

Chart Types ................................................................................................................................................... 15
Change the Chart Type.............................................................................................................................. 15
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Switch Row/Column Data ......................................................................................................................... 16
Layout and Style ............................................................................................................................................ 17
Apply a Chart Layout ................................................................................................................................. 17
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Apply a Chart Style .................................................................................................................................... 18
Change Colors ........................................................................................................................................... 18
Titles and Legends......................................................................................................................................... 19
Change the Chart Title .............................................................................................................................. 19
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Add Axis Titles ........................................................................................................................................... 20

Position the Chart Legend ......................................................................................................................... 20
Chart Elements .......................................................................................................................................... 21
Gridlines, Labels, and Data Tables ................................................................................................................ 22
Show Chart Gridlines................................................................................................................................. 22
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Add Data Labels ........................................................................................................................................ 22

Display a Data Table .................................................................................................................................. 23
Emphasize Chart Data ................................................................................................................................... 24
Change the Color of a Data Series ............................................................................................................ 24
Format Other Chart Areas......................................................................................................................... 25
Modify Chart Data......................................................................................................................................... 26
Add a Data Series ...................................................................................................................................... 26
Rename a Data Series ............................................................................................................................... 27
Reorder a Data Series ............................................................................................................................... 29
Filter Charts ................................................................................................................................................... 30

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 Filter a Chart .............................................................................................................................................. 30
Remove a Filter .......................................................................................................................................... 30
Trendlines ...................................................................................................................................................... 31

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Choose a Trendline .................................................................................................................................... 31
Add a Trendline ......................................................................................................................................... 32
Edit a Trendline.......................................................................................................................................... 33
Dual Axis Charts ............................................................................................................................................. 34

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Create a Dual Axis Chart ............................................................................................................................ 34
Add Secondary Axis Titles .......................................................................................................................... 35
Chart Templates ............................................................................................................................................ 36
Save a Chart as a Template ....................................................................................................................... 36
Create a New Chart from a Template........................................................................................................ 37

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Sparklines ...................................................................................................................................................... 38
Insert Sparklines ........................................................................................................................................ 38
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Print and Distribute..................................................................................................................................... 39
Page Size and Scale ........................................................................................................................................ 40
Change Page Size ....................................................................................................................................... 40
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Change Print Scale ..................................................................................................................................... 41
Print Area ....................................................................................................................................................... 42
Set the Print Area ...................................................................................................................................... 42
Remove a Print Area .................................................................................................................................. 42
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Page Breaks ................................................................................................................................................... 43

Adjust Page Breaks .................................................................................................................................... 43
Print Titles, Gridlines, and Headings.............................................................................................................. 44
Print Row or Column Titles ........................................................................................................................ 44
Print Gridlines and Headings ..................................................................................................................... 45
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Headers and Footers ..................................................................................................................................... 46

Add a Header or Footer ............................................................................................................................. 46
Header & Footer Elements Group Options ............................................................................................... 47
Adjust the Header and Footer Height ....................................................................................................... 48
Margins and Orientation ............................................................................................................................... 49
Set Print Margins ....................................................................................................................................... 49
Set Page Orientation.................................................................................................................................. 49
Inspect for Issues ........................................................................................................................................... 50
Inspect a Workbook................................................................................................................................... 50
Accessibility Issues..................................................................................................................................... 52
Compatibility Issues ................................................................................................................................... 53
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 Intermediate Formulas ............................................................................................................................... 55
Reference External Worksheets ................................................................................................................... 56
Reference Another Worksheet ................................................................................................................. 56

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Reference Another Workbook .................................................................................................................. 57
Absolute and Relative References ................................................................................................................ 58
Relative References................................................................................................................................... 58
Absolute References ................................................................................................................................. 60

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Order of Operations ...................................................................................................................................... 61
How Excel Performs the Order of Operations .......................................................................................... 61
Cell and Range Names .................................................................................................................................. 62
Create a Name .......................................................................................................................................... 62
Use a Cell or Range Name in a Formula .................................................................................................... 62

N T Go to a Name ............................................................................................................................................ 63
Edit and Delete Cell or Range Names ....................................................................................................... 63
Insert Functions ............................................................................................................................................ 65
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CONCAT Function .......................................................................................................................................... 66
Concat Text ............................................................................................................................................... 66
PMT Function ................................................................................................................................................ 67
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PMT Function ............................................................................................................................................ 67
Display Formulas ........................................................................................................................................... 69
Show/Hide Formulas ................................................................................................................................. 69
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Highlight Formulas .................................................................................................................................... 70

Date Formulas ............................................................................................................................................... 71
Common Date Functions .......................................................................................................................... 71
TODAY() Function ...................................................................................................................................... 72
Date Calculations in Formulas................................................................................................................... 73
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Manage Data .............................................................................................................................................. 75

Quick Analysis ............................................................................................................................................... 76
Use the Quick Analysis Button .................................................................................................................. 76
Outline and Subtotal ..................................................................................................................................... 77
Add Subtotals ............................................................................................................................................ 77
Outline Options ......................................................................................................................................... 80
Remove Outlines and Subtotals ................................................................................................................ 80
Data Validation ............................................................................................................................................. 81
Create a Validation Rule............................................................................................................................ 81
Add Input and Error Messages.................................................................................................................. 83
Flash Fill ......................................................................................................................................................... 85
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 Use Flash Fill .............................................................................................................................................. 85
Import and Export Data ................................................................................................................................. 86
Export Data ................................................................................................................................................ 86

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Import Data ............................................................................................................................................... 87

Tables.......................................................................................................................................................... 89
Insert a Table ................................................................................................................................................. 90
Create a Table ............................................................................................................................................ 90

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Apply a Table Style .................................................................................................................................... 91
Convert to a Range .................................................................................................................................... 91
Sort Data ........................................................................................................................................................ 92
Sort by One Column................................................................................................................................... 92

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Filter Data ...................................................................................................................................................... 94
Filter........................................................................................................................................................... 94
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Clear a Filter............................................................................................................................................... 94
Add Rows and Columns ................................................................................................................................ 95
Insert a Row or Column Adjacent to the Table ......................................................................................... 95
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Insert a Row or Column within a Table ..................................................................................................... 96
Delete Rows and Columns ......................................................................................................................... 96
Table Styles .................................................................................................................................................... 97
Table Style Options .................................................................................................................................... 97
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Remove Duplicates ........................................................................................................................................ 98

Remove Duplicate Values .......................................................................................................................... 98
Slicers ............................................................................................................................................................. 99
Insert a Slicer ............................................................................................................................................. 99
Filter with a Slicer .................................................................................................................................... 100
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Clear and Remove a Slicer ....................................................................................................................... 100

Structured References ................................................................................................................................. 101
Name a Table ........................................................................................................................................... 101
Enter a Structured Reference .................................................................................................................. 102

Intermediate Formatting .......................................................................................................................... 103

Apply and Manage Conditional Formatting ................................................................................................ 104
Apply Conditional Formatting ................................................................................................................. 104
Manage Conditional Formatting Rules .................................................................................................... 105
Remove Conditional Formatting ............................................................................................................. 106
Apply and Remove Cell Styles ..................................................................................................................... 107

vi [Your Company Name]

 Apply a Cell Style ..................................................................................................................................... 107
Remove a Cell Style ................................................................................................................................. 107
Create and Modify Cell Styles ..................................................................................................................... 108

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Create a New Style .................................................................................................................................. 108
Modify a Style ......................................................................................................................................... 109
Find and Replace Formatting ...................................................................................................................... 111
Using Find and Replace Formatting ........................................................................................................ 111

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Apply a Theme ............................................................................................................................................ 114
Apply a Workbook Theme....................................................................................................................... 114
Customize a Document Theme ............................................................................................................... 115

Collaborate with Excel .............................................................................................................................. 117

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Cell Comments ............................................................................................................................................ 118
Add a Comment ...................................................................................................................................... 118
View a Comment ..................................................................................................................................... 119
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Edit a Comment ...................................................................................................................................... 120
Delete a Comment .................................................................................................................................. 121
Share Workbooks ........................................................................................................................................ 122
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Invite People to Collaborate ................................................................................................................... 122
Co-author Workbooks................................................................................................................................. 124
Simultaneously Edit................................................................................................................................. 124
Version History............................................................................................................................................ 125
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Modify Recovery Settings ....................................................................................................................... 125

Recover Unsaved Workbook Versions .................................................................................................... 126
Online Version History ............................................................................................................................ 127
Protect a Worksheet ................................................................................................................................... 129
Lock or Unlock Cells ................................................................................................................................ 129
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Hide Formulas ......................................................................................................................................... 130

Protect a Worksheet ............................................................................................................................... 131
Protect Workbook Structure....................................................................................................................... 132
Protect Workbook Structure ................................................................................................................... 132
Turn Off Workbook Protection ............................................................................................................... 133
Password Protection ................................................................................................................................... 134
Add Password Protection ........................................................................................................................ 134

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 Charts

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Charts present data, relationships, or trends
graphically. Illustrating information with charts can Objectives
help with data comprehension as well as interpretation Create Charts
and analysis. Excel offers several chart options to suit
Move and Resize

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various types of data sets and design preferences.
Chart Types
In this module, learn how to create, edit, and format
Layout and Style
professional-looking charts so you can present complex
data in a way that is meaningful to your audience. Titles and Legends
Gridlines, Labels, and Data Tables
Emphasize Chart Data

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Filter Charts
Trendlines
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Dual Axis Charts
Chart Templates
Sparklines
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Create Charts Commented [IG1]:
Practice File: 01-create-charts.xlsx

Charts are a great way to share data and information in a graphical way. The foundation of charts is the data

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they illustrate. Choosing the right data is the first and most important step in creating a chart.

Choose the Right Chart

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Once you’ve determined the results you want your chart to display, choose the chart that best suits this
purpose. The most popular charts are column, line, pie, and bar charts.

Chart Types in Excel

Column Column charts are used when you want to compare different values vertically

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side-by-side. Each value is represented in the chart by a vertical bar. If there
are several series, each series is represented by a different color.

Line charts are used to illustrate trends over time. Each value is plotted as a
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point on the chart and is connected to other values by a line. Multiple items
are plotted using different lines.

Pie Pie charts are useful for showing values as a percentage of a whole. The values
for each item are represented by different colors. Limit pie charts to eight
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sections.

Bar Bar charts are just like column charts, except they display information in
horizontal bars rather than in vertical columns.
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Area Area charts are the same as line charts, except the areas beneath the lines are
filled with color.

XY (Scatter) Scatter charts are used to plot clusters of values using single points. Multiple
items can be plotted by using different colored points or different point
symbols.
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Stock Stock charts are effective for reporting the fluctuation of stock prices, such as
the high, low, and closing points for a certain day.

Surface A surface chart is useful for finding optimum combinations between two sets of
data. Colors and patterns indicate values that are in the same range.

Radar Radar charts compare the aggregate values of multiple data series.

10 [Your Company Name]

 Create a Chart Commented [IG2]:
1. Select cells A2:D5.
Select the data you want to
include in your chart. 2. Click the Insert tab.

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Make sure to include your Explain to students the different types of charts available
column names if you want on the Insert tab.
them to be in the chart.
3. Click the Insert Column or Bar Chart button.
Click the Insert tab.
4. Select Clustered Bar chart under 2-D Bar.

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Select a chart type in the
Charts group. Take a look at the new bar chart and point out how easy
it is to interpret the data when it’s represented visually.
Tip: To see all available chart When you’re done, delete the chart.
types click the Charts dialog
box launcher. The Insert Chart
dialog box appears, displaying

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available.
Click a chart subtype.
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The chart appears in the worksheet
and the Chart Tools appear on the
Ribbon. The Chart Tools include three
new tabs—Design, Layout and
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Format—that help you modify and
format the chart.
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Create a Recommended Chart Commented [IG3]:
1. Select cells A2:D5.
Many times, it’s hard to tell what type of chart will best illustrate your data. To help make your decision
easier, Excel offers Recommended Charts. This tool looks at the data you have selected and suggests a few 2. Click the Insert tab.
charts that will represent it well.

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3. Click Recommended Charts.

Select the data you want to 4. Select the first Clustered Column chart.
include in your chart.
5. Click OK.
Click the Insert tab.

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Click Recommended Charts.
Excel recommends charts
based on the data you
selected.
Select the type of chart you
want to use.

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preview and description
appear at the right.
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Click OK.

The recommended chart is inserted

into the worksheet.
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 Move and Resize Commented [IG4]:
Practice File: 02-move-and-resize.xlsx

Usually, you will have to adjust a chart after it is inserted to ensure it doesn’t cover up data on the

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worksheet. You can resize a chart, move it within the worksheet, or move it to another worksheet.

Move a Chart Commented [IG5]:

1. Select the clustered column chart.

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Click the chart to select it.
2. Click the chart's border and drag it toward the right
Click the chart’s border and side of the worksheet.
drag it to the new location.
Tip: Make sure the four-
headed arrow is activated
before clicking and dragging.

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The chart is moved to where you
dragged it.
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Move Charts to a Chart Sheet Commented [IG6]:
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1. Select the chart.

If you don’t want your chart on the same sheet as the data, you can move it to its own worksheet.
2. Click the Move Chart button on the Design tab.
Select the chart you want to
3. Select the New sheet: radio button.
move.
Click the Move Chart button 4. Type Agent Sales.
on the Design tab.
5. Click OK.
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Select New sheet.

Point out that a new worksheet is added for the chart.
Type a name for the sheet. When you’re done, click the Move Chart button again.
Move the chart back to the Excursions sheet by selecting
Click OK. the Object in: radio button.

The chart is moved to its own

worksheet.

© 2019 CustomGuide, Inc. 13

Resize a Chart Commented [IG7]:
1. Select the clustered column chart.
Eight sizing handles appear along the chart edges once it is selected. Sizing handles are used to change the
size of charts and other objects. 2. Click and drag the sizing handle in the upper-left corner
to make the chart smaller.

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Click the chart to select it.
Mention to students that you can hold the Shift key while
Click and drag the chart’s sizing you click and drag to maintain the current proportions of
the chart.
handle.
Tip: Make sure the two-headed

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arrow is activated before
clicking and dragging.

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14 [Your Company Name]

 Chart Types Commented [IG8]:
Practice File: 03-chart-types.xlsx

Different types of charts are better for presenting different types of information. For example, a column

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chart is great for comparing values of different items, but not for illustrating trends or relationships. If you
find that a chart you’ve created isn’t the best fit for your data, you can switch to a different chart type.

Change the Chart Type Commented [IG9]:

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1. Select the chart.
Select the chart you want to
change. 2. Click the Design tab.

Click the Design tab. 3. Click Change Chart Type.

Click Change Chart Type. 4. Click the Bar category at the left. Select the first
Clustered Bar chart type.
Shortcut: Right-click a chart

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from the menu.
The Change Chart Type dialog
5. Click OK.
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box appears. It shows the
different types of charts
available.
Select a different chart option.
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Click OK.
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Switch Row/Column Data Commented [IG10]:
1. Select the chart.
You can switch the rows and columns of data in a chart so they appear in opposite positions.
2. Click the Design tab.
Select the chart.

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3. Click the Switch Row/Column button.
Click the Design tab.
Click the Switch Row/Column
button.

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16 [Your Company Name]

 Layout and Style Commented [IG11]:
Practice File: 04-layout-and-style.xlsx

An easy way to change the look and feel of a chart is by applying one of the built-in layouts or styles that are

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available in Excel.

Apply a Chart Layout Commented [IG12]:

1. Select the chart.

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Built-in chart layouts can quickly adjust the overall layout of a chart with different combinations of titles,
labels, and chart orientations. 2. Click the Design tab.

3. Click the Quick Layout button.

Select the chart you want to
format. 4. Select Layout 1.
Click the Design tab.

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Select the layout you want to
use.
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The selected layout is applied to the
chart.
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Apply a Chart Style Commented [IG13]:
1. Select the chart.
Built-in chart styles allow you to adjust the format of several chart elements all at once. Styles quickly
change colors, shading, and other formatting properties. 2. Click the Design tab.

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3. Click the Chart Styles More button.
Select the chart.
Click the Design tab. 4. Select Style 4.

Click the Chart Styles More

button.

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Tip: If the style you want to use
is already displayed in the
gallery, there is no need to
expand the menu, just select it.
Select a new style.

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Change Colors Commented [IG14]:
1. Select the chart.
You can maintain the general look of a style while updating just the colors to better suit your needs.
2. Click the Design tab.
Select the chart.
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3. Click the Change Colors button on the Design tab.

Click the Design tab.
4. Select the 4th option under Colorful (Colorful Palette 4).
Click the Change Colors
button.
Select a new color set.

The new color set is applied to the

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chart.

18 [Your Company Name]

 Titles and Legends Commented [IG15]:
Practice File: 05-titles-and-legends.xlsx

Besides using built-in chart layouts, you can manually add or edit individual chart labels such as the chart

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title or axis titles.

Change the Chart Title Commented [IG16]:

1. Select the chart.

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The chart title often appears above the chart and is used to describe the data that’s being presented. You
can add a completely new chart title or simply change the text of an existing one. 2. Right-click the chart title.

3. Select Edit Text.

Select the chart.
Right-click the chart title. 4. Select all of the title text and replace it with Bon
Voyage Excursions.
Click the Edit Text button.

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chart title to make it editable.
Enter the new chart title.
5. Click anywhere outside the title text box to deselect it.
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Click anywhere outside the
title area.
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Add Axis Titles Commented [IG17]:
1. Select the chart.
The axis titles describe for viewers the category of data that’s being represented. Without them, it can be
difficult to accurately portray information. 2. Click the Chart Elements button.

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3. Select the Axis Titles check box.
Select the chart.
Click the Chart Elements 4. Name the vertical axis Sales and name the horizontal
axis Excursion.
button.
Tip: Hover the mouse over the 5. Click outside the title area to deselect it.

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label options in the list to
preview them on your chart
before making your selection.
Select the Axis Titles check
box.
A text box is added for both

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axes.
Enter descriptive axis titles.
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Click outside the title area.
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Position the Chart Legend Commented [IG18]:
1. Select the chart.
Usually when a chart is created, a legend is added automatically. The legend identifies what information is
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portrayed in the chart’s plot area. 2. Click the Chart Elements button.

3. Hover over Legend and click the list arrow that

Select the chart.
appears.
Click the Chart Elements
4. Select Top.
button.
Click the Legend list arrow. 5. Click outside the menu to deselect it.

Be careful not to click the word Mention to students that anything that’s turned on in the
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“Legend” or it will turn it off, Chart Elements menu can easily be turned off by simply
unchecking the box for the item you don’t want to see.
just hover over it until the list
arrow appears.
Select a position for the
legend.
Tip: You can also click the Add
Chart Element button on the
Design tab.

20 [Your Company Name]

 Chart Elements
Chart and axis titles are just a couple of the chart elements that are customizable. This table describes
everything you can modify.

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Chart Element Description

Axes Identifies the values being charted. Most charts have a vertical and
horizontal axis.

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Axis Titles Provides a descriptive label for the data being charted on the axis.

Chart Title Describes the data being presented in a chart.

Data Labels Displays data from the cells of the worksheet on the plot area of the chart.

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Data Table

Error Bars
A table added next to the chart that shows the worksheet data the chart is
illustrating.

Helps you quickly identify standard deviations and error margins.

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Gridlines Horizontal and/or vertical lines added to a chart to make data easier to
read.

Legend The chart’s key. Describes the data being presented in the plot area of the
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chart.

Trendline Identifies the trend of the current data, not actual values. Can also
identify forecasts for future data.
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Gridlines, Labels, and Data Tables Commented [IG19]:
Practice File: 06-gridlines-labels-and-data-tables.xlsx

Adding elements like gridlines, labels, and data tables help viewers more easily identify what’s being

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presented.

Show Chart Gridlines Commented [IG20]:

1. Select the chart.

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Gridlines are the lines in the background of a chart that correspond to the values in the chart. In column and
bar charts, gridlines make it easier to compare the values in the chart. 2. Click the Chart Elements button.

3. Hover over Gridlines and click the list arrow.

Select the chart you want to
format. 4. Select the Primary Minor Horizontal check box.
Click the Chart Elements
5. Click outside the menu to deselect it.
button.

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Be careful not to click the word
Gridlines or all the gridlines
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will turn off, just hover over it
until the list arrow appears.
Select the set of gridlines you
want to show.
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Add Data Labels Commented [IG21]:

1. Select the chart.
Use data labels to label the values of individual chart elements.
2. Click the Chart Elements button.
Select the chart.
3. Select the Data Labels check box.
Click the Chart Elements
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button. 4. Increase the chart size so the data labels don’t overlap.

Click the Data Labels check If needed, you can click the Data Labels list arrow and
box. change the position of the label in the chart.

Tip: In the Chart Elements

menu, click the Data Labels list
arrow to change the position of
the data labels.

22 [Your Company Name]

 Display a Data Table Commented [IG22]:
1. Select the chart.
A data table is a table that contains the data and headings from your worksheet that comprises the chart
data. 2. Click the Chart Elements button.

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3. Click the Data Table check box.
Select the chart.
Click the Chart Elements After students have a chance to see the data table,
expand the Chart Elements menu once again and turn it
button.
off.
Select the Data Table check

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box.
Tip: To edit the data table
settings, hover over Data Table
in the Chart Elements menu,
click the list arrow, and select
More Options.

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A table with all the data represented in
the chart is added below the chart’s
plot area.
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Emphasize Chart Data Commented [IG23]:
Practice File: 07-emphasize-chart-data.xlsx

One way to emphasize data is to change the formatting of a specific piece of data or a data series so it

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stands out from the rest of the chart.

Change the Color of a Data Series Commented [IG24]:

1. Select the chart.

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You can make a data series stand out by applying a different color to the series.
2. Select the top-most bar in the chart.
Select the chart you want to
Show students that all the blue data bars are selected.
format.
Select the data series you want 3. Click the Format tab.
to format.
4. Click Format Selection.

N T Click the Format tab.

Click Format Selection.
Shortcut: Right-click a data
5. Click the Fill & Line button.

6. Click the Fill arrow to expand the fill options.

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series and select Format Data 7. Click the Fill Color button.
Series from the contextual
8. Select Gold, Accent 4, Lighter 40% (4th color from the
menu.
top in the yellow theme color column).
The formatting pane appears
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9. Close the Format Data Series pane at the right and
at the right.
deselect the chart.
Click the Fill & Line button.
Click Fill to expand the section.
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Click the Fill Color button.

Select a color.

The formatting is applied to the entire

data series.
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24 [Your Company Name]

 Format Other Chart Areas Commented [IG25]:
1. Click the Series Options menu arrow.
You can also switch the chart element you want to format from right within the formatting panel.
2. Select Legend.
Click the Series Options menu

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3. Select a type of format you want to apply.
arrow.
Select a chart area to format. 4. Close the Format pane when you’re done.

Select a type of format you

want to apply.

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Close the Format pane.

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Modify Chart Data Commented [IG26]:
Practice File: 08-modify-chart-data.xlsx

Once you see data in a chart, you may find there are some tweaks and changes that need to be made. Here

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are a few ways to change the data in your chart.

Add a Data Series Commented [IG27]:

1. Select the chart.

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If you need to add additional data from the spreadsheet to the chart after it’s created, you can adjust the
source data area. 2. Click the sizing handle at the top-right corner of cell D4
and drag it up one row.
Select the chart.
Point out that the chart now includes the additional row
In the worksheet, click a sizing of data.
handle for the source data and
drag it to include the additional

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Tip: The new data needs to be
in cells adjacent to the existing
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chart data.
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26 [Your Company Name]

 Rename a Data Series Commented [IG28]:
1. Select the chart.
Charts are not completely tied to the source data. You can change the name and values of a data series
without changing the data in the worksheet. 2. Click the Design tab.

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3. Click the Select Data button.
Select the chart.
Click the Design tab. 4. Select Pepe Roni.

Click the Select Data button. 5. Click Edit above the list of locations.

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Select the series you want to 6. Type Pepe in the Series name field.
change under Legend Entries
(Series). 7. Click OK.

Click the Edit button. 8. Click OK again.

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© 2019 CustomGuide, Inc. 27

 Type the label you want to use
for the series in the Series
name field.
Click OK.

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Click OK again.

The name is updated in the chart, but

the worksheet data remains

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unchanged.

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28 [Your Company Name]

 Reorder a Data Series Commented [IG29]:
1. Select the chart.
You can also change the order of data in the chart without changing the order of the source data.
2. Click the Design tab.
Select the chart.

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3. Click the Select Data button.
Click the Design tab.
4. Select Kerri Oki.
Click the Select Data button.
5. Click the down arrow to move the data down.
From the Select Data Source

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dialog box, select the data 6. Click OK.
series you want to move.
Click the Move Up or Move
down button.
Click OK.

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The chart is updated to display the new
order of data, but the worksheet data
remains unchanged.
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© 2019 CustomGuide, Inc. 29

Filter Charts Commented [IG30]:
Practice File: 09-filter-charts.xlsx

You may occasionally want to turn off certain parts of your chart, to focus in on specific data. This can be

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accomplished with filtering.

Filter a Chart Commented [IG31]:

1. Select the chart.

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Select the chart you want to
filter. 2. Click the Chart Filters button to the right of the chart.

Click the Chart Filters button. 3. Uncheck the box for Las Vegas.

Select the item(s) you want to 4. Click Apply.

display or hide.
Explain to students that filtering the data out of the chart
Click Apply.

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All the data remains in the worksheet,
but only the selected values appear in
the chart.
doesn’t remove it from the worksheet.

5. Click outside the menu to close it.

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Remove a Filter Commented [IG32]:

1. Select the chart.
When you need to see all your data again, clear the filter.
2. Click the Chart Filters button.
Select the chart with the filter
3. Under Series, click the (Select All) check box once to
you want to remove.
deselect everything. Then click it again to select
Click the Chart Filters button. everything.
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For the data that’s filtered, 4. Click Apply.

click the Select All check box
5. Click outside the menu to close it.
twice.
Tip: Clicking the check box
once deselects everything.
Clicking it again turns
everything on again.
Click Apply.

30 [Your Company Name]

 Trendlines Commented [IG33]:
Practice File: 10-trendlines.xlsx

Trendlines help you see an overall picture of data over time. They can even be used to forecast future trends

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and make predictions.

Choose a Trendline

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Trendlines aren’t available with all types of charts. However, if you are using an area, bar, line, column,
stock, scatter, or bubble chart that’s 2-dimentional, a trendline can be applied. There are six different types
available. Use the table below to determine the right type of trendline for your chart and data.

Chart Types in Excel

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Exponential

Linear
Exponential trendlines work only for data sets with positive values. They’re
best for data that increases or decreases at a quick rate.

Linear trendlines are best for simple sets of data where the data points are in a
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line that increase or decrease at a steady rate.

Logarithmic If your data increases or decreases quickly and then evens out, a logarithmic
trendline is the best to use. They are curved trendlines and can be used for
charts with both positive and negative values.
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Polynomial Polynomial trendlines are curved lines for data with positive values. Use these
if your data set fluctuates and you need to assess the ups and downs of a large
set of data.
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Power Power trendlines are also curved lines for data with positive values. If your data
increases at a specific rate, power trendlines are the best to use.

Moving Average If your data has large fluctuations, a moving average trendline is best. They
help neutralize variations to give you a better idea of the underlying trend.
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© 2019 CustomGuide, Inc. 31

Add a Trendline Commented [IG34]:
1. Select the chart.
Select the chart where you
want to add a trendline. 2. Click the Design tab.

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Click the Design tab. 3. Click Add Chart Element.

Click Add Chart Element. 4. Select Trendline.

Select Trendline.
5. Select Linear Forecast.
Select the type of trendline you

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want to apply to the chart.

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32 [Your Company Name]

 Edit a Trendline Commented [IG35]:
1. Right-click the trendline.
If the trendline doesn’t give you all the information you need, there are some ways you can modify it.
2. Select Format Trendline.
Right-click the trendline.

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3. In the Format Trendline pane, click the Forward field
Select Format Trendline. and delete 2.0 to type 5.0.

The Format Trendline pane 4. Click the Fill & Line button under Trendline Options.
opens on the right. Here, you
can modify the settings for the 5. Click the Outline color button and select Dark Red, the

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first color under Standard Colors.
current trendline, change the
trendline type, and control 6. Click Close in the Format Trendline pane.
formatting options.
Modify the trendline options to
suit your needs.
Click the Format Trendline

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© 2019 CustomGuide, Inc. 33

Dual Axis Charts Commented [IG36]:
Practice File: 11-dual-axis-charts.xlsx

Dual axis charts, also called combo charts, are great when you have two different kinds of information to

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present in the same chart. For example, you can have a column chart representing sales data and a line
chart representing commission amounts displayed together.

Create a Dual Axis Chart Commented [IG37]:

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1. Select cells A3:C8.
Select the data you want to
include in the chart. 2. Click the Insert tab.

Click the Insert tab. 3. Click the Insert Combo Chart button.

Click the Combo button. 4. Select Create Custom Combo Chart.

Select Create Custom Combo

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The default combo chart
doesn’t include a secondary
5. Click the Secondary Axis box next to Commission.

6. Click OK.
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axis to label the values of the
second data set. It’s best to
turn this on to make the data
clear for chart viewers.
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Click the Secondary Axis box
for the data you want to
display on the alternate axis.
Tip: You can change the chart
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type for each series to anything

you want. Use the menus in
the Chart Type column to
select the chart types you want
to use.
Click OK.
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34 [Your Company Name]

 Add Secondary Axis Titles Commented [IG38]:
1. Select the chart.
By default, the primary and secondary axis values are not labeled in the chart. Adding labels helps clarify the
data being presented. 2. Click the Chart Elements button.

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3. Select the Axis Titles check box.
Select the dual axis chart.
Click the Chart Elements 4. Type Sales in the left axis text box, Commission in the
right axis text box, and Agent in the axis text box at the
button.
bottom.
Select the Axis Titles check

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If time permits, also have students fill in the Chart Title
box.
text box above the chart.
Type a name in each axis text
box.

The primary and secondary axis titles

are added to the chart.

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Chart Templates Commented [IG39]:
Practice File: 12-chart-templates.xlsx

If you find you are frequently creating the same type of charts with customized layouts and formatting, save

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yourself some time and create a chart template to reuse in the future.

Save a Chart as a Template Commented [IG40]:

1. Right-click the chart.

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When you save a chart as a template, that chart’s properties are saved for easy future use.
2. Select Save as Template.
Right-click the chart you want
3. Type BVE Chart Template in the File name field.
to save as a template.
Select Save as Template. 4. Click Save.

Type a file name for the Explain that the all templates are saved in a folder that

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When Excel is installed on your
computer, it automatically
creates a special folder to store
Excel creates on the computer's hard drive.
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the templates you create, but
you can select a different
folder if you’d like.
Click Save.
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36 [Your Company Name]

 Create a New Chart from a Template Commented [IG41]:
1. Click the Sales worksheet.
Once you’ve saved a template, you can use that template to create a new chart.
2. Select cells A2:D5.
Navigate to the sheet where

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3. Click the Insert tab.
you want to use the chart
template. 4. Click the Charts group dialog box launcher.
Select the data you want to
5. Click the All Charts tab.
chart.

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6. Select Templates in the list at the left.
Click the Insert tab on the
Ribbon. 7. Select the BVE Chart Template.
Click the Charts dialog box
8. Click OK.
launcher.
Click the All Charts tab.

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the list on the left.
Select a template to use.
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Tip: If you no longer need a
template, click the Manage
Templates button to delete it.
Click OK.
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© 2019 CustomGuide, Inc. 37

Sparklines Commented [IG42]:
Practice File: 13-sparklines.xlsx

Sparklines provide a way to chart information in the individual cells of a worksheet. They are a great way to

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show a snapshot of the worksheet data.

Insert Sparklines Commented [IG43]:

1. Select cells B3:D3.

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Select the cells you want to
summarize. 2. Click the Insert tab.

Click the Insert tab. 3. Click the Sparklines button.

Click the Sparklines button. 4. Select Column.

Select a sparkline type.
5. Click in the Location Range field.

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data over time.
• Column: Shows differences
in quantity.
6. Type E3 OR click cell E3 in the worksheet.

7. Click OK.
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8. Click the fill handle for cell E3 and drag down to row 6
• Win/Loss: Shows gains or to add sparklines for each agent.
losses.
The Create Sparklines dialogue
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box appears. When a cell range
is already selected, the Data
Range field is automatically
populated. If you didn’t select
a range previously, enter it in
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the Data Range field.

Click in the Location Range
field.
Select the cell where you want
the sparkline to appear.
Click OK.
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Tip: You can change the

sparkline’s style by selecting it,
clicking the Design tab, and
selecting a style from the Style
Gallery.

A Sparkline is added to the worksheet.

38 [Your Company Name]