Charting in Microsoft Excel
|

|
You must select the range
containing the data to be charted first! When you select
the data to be charted, be sure to include the labels as
well as the numbers themselves. The labels in the
worksheet will become axis labels and/or legend labels in
the chart.
|
An Overview of Charting
 |
|
Use this sample data to practice charting
|
Before
you begin the charting process, ask yourself one simple, but
critical question. Is the data to be charted contiguous or
not?
If the Data to be Charted Contiguous
For example, in the worksheet shown to the right, if you wanted
to construct a chart to compare the activities for North, Midwest, and South for
January, February and March, you would note the data is
contiguous. Consequently, you would select the range A1:D4
simply by dragging over the range (click in A1
and drag diagonally through to D4). The month
names (B1:D1) and the regions (A2:A4) will become
labels in the chart.
Finally, note that you do not select the totals row!
If the Data to be Charted Not Contiguous
Using the same example shown above, suppose instead that you
wanted to construct a chart to compare the activities for North, Midwest, and South for January and March only. In this case, the data
is not contiguous. Consequently, you would do the following:
- drag over the first part of the data, that is,
the range A1:B4
- then press <Ctrl> in Windows or
<Cmd> in Macintosh and drag over
second part, that is, the range D1:D4
|
 |
The
key point is that to select noncontiguous data ranges to be
charted, after you select the first data range, you must then
press <Ctrl> in Windows or <Cmd> in
Macintosh before you drag over second data range. You
can repeat the same process to select a third, noncontiguous data
range, a fourth, and so forth. |
The steps for making a new chart:
- Select the range(s) of cells containing the data to be
charted
- then choose Insert
  Chart
or click on <Chart Wizard>
button  (Windows)
or  (Macintosh)
- the Chart Wizard Dialog Box will appear
- select the type of chart you wish from the [Chart
type:] scrollable list
- select the sub-type for the selected type from the
[Chart sub-type] set of pictures
- note the descriptive information about the
chart sub-type below the pictures
- note the
  button below the
description; press and hold this button to see a sample of
your chart
|
 |
| |
The Chart Wizard Dialog Box
Excel XP (Excel X is the Same)
|
- press the
  button to proceed to step 2
of the Chart Wizard
- if your chart appears correct so far, press the
  button to proceed to step 3
- if not, do as needed any combination of the following
- press the
  button to
return to step 1 and make new selections
- and/or change from Rows to Columns, or Columns to
Rows, by clicking the radio buttons in the [Series
In] section of step 2
- and/or reselect the Data range
- click on the box containing the red arrow at the end of the
[Data range] box to

collapse the Chart Wizard dialog box
- reselect the data to be charted in the spreadsheet
- click on the box containing the red arrow at the end of the
[Data range] box to

expand the Chart Wizard dialog box
- clicking the [Series] tab of step 2 is not usually
necessary
- and then press the
  button
to proceed to step 3
|
 |
| |
The Chart Wizard Dialog Box Step 2
Excel XP (Excel X is the Same)
|
- Step #3 allows you to add various options to your chart.
Explore this tab thoroughly. Be sure to watch your changes in
the preview box.
- select the [Titles] tab to add a chart
title, label for the X-axis, label for the Y-axis
- select the [Axes] tab to control if and how
information is displayed on the axes
- select the [Gridlines] tab to add or delete
gridlines in the chart
- select the [Legend] tab to show/hide a legend
and also to set the position of your legend
- select the [Data Labels] tab to display the data
value and/or percent in the chart (very useful for pie
charts!)
- select the [Data Table] to show the data table
(the portion of the spreadsheet that you charted) below the
chart itself (great for handouts, if the chart is to placed
on a sheet separate from the data, etc.)
|
 |
| |
The Chart Wizard Dialog Box Step 3
Excel XP (Excel X is the Same)
|
- Press the
  button to proceed to step 4
and choose where you would like your new chart to appear
- select [As new sheet] and a chart sheet
will be added to your workbook containing your chart
- select [As object in] and the chart will be
added as an object to your current worksheet
- click the
  button
- the chart will be placed as directed (on the current sheet
or a new sheet), the chart will be selected as an object, and
the Chart toolbar will now be displayed (if it was not already
visible)
|
 |
| |
The Chart Wizard Dialog Box Step 4
Excel XP (Excel X is the Same)
|
To modify a chart once it is completed:
Any chart added to a worksheet is an object. Click on it once
and you can drag it to reposition it on the sheet.
Or
- when you double-click on a section of a chart, a Format
dialog box will be displayed appropriate to the item of the
chart you double-clicked on such as Format Chart Area,
Format Chart Title, etc.
- when you click once on the chart to select it, note that
the Insert, Format and Tools menus now contain
chart commands and the Data menu has been replaced by a
Chart menu
- whether the chart is selected or not, click the right mouse
button (Windows) or Ctrl-click (Macintosh)
on portions of the chart and select commands from the
contextual popup menus
Copyright
©
2003
last updated
August 13, 2003