MS Excel Lesson 4

Lesson 4: Creating Charts

In Microsoft Excel, you can represent numbers in a chart. On the Insert tab, you can choose from a variety of chart types, including column, line, pie, bar, area, and scatter. The basic procedure for creating a chart is the same no matter what type of chart you choose. As you change your data, your chart will automatically update.

You select a chart type by choosing an option from the Insert tab's Chart group. After you choose a chart type, such as column, line, or bar, you choose a chart sub-type. For example, after you choose Column Chart, you can choose to have your chart represented as a two-dimensional chart, a three-dimensional chart, a cylinder chart, a cone chart, or a pyramid chart. There are further sub-types within each of these categories. As you roll your mouse pointer over each option, Excel supplies a brief description of each chart sub-type.

Create a Chart

To create the column chart shown above, start by creating the worksheet below exactly as shown.

After you have created the worksheet, you are ready to create your chart.

EXERCISE 1

Create a Column Chart

.

1. Select cells A3 to D6. You must select all the cells containing the data you want in your chart. You should also include the data labels.
2. Choose the Insert tab.
3. Click the Column button in the Charts group. A list of column chart sub-types types appears.
4. Click the Clustered Column chart sub-type. Excel creates a Clustered Column chart and the Chart Tools context tabs appear.

Apply a Chart Layout

Context tabs are tabs that only appear when you need them. Called Chart Tools, there are three chart context tabs: Design, Layout, and Format. The tabs become available when you create a new chart or when you click on a chart. You can use these tabs to customize your chart.

You can determine what your chart displays by choosing a layout. For example, the layout you choose determines whether your chart displays a title, where the title displays, whether your chart has a legend, where the legend displays, whether the chart has axis labels and so on. Excel provides several layouts from which you can choose.

EXERCISE 2

Apply a Chart Layout

1. Click your chart. The Chart Tools become available.
2. Choose the Design tab.
3. Click the Quick Layout button in the Chart Layout group. A list of chart layouts appears.
4. Click Layout 5. Excel applies the layout to your chart.

Add Labels

When you apply a layout, Excel may create areas where you can insert labels. You use labels to give your chart a title or to label your axes. When you applied layout 5, Excel created label areas for a title and for the vertical axis.

EXERCISE 3

Add labels

Before	After

1. Select Chart Title. Click on Chart Title and then place your cursor before the C in Chart and hold down the Shift key while you use the right arrow key to highlight the words Chart Title.
2. Type Toy Sales. Excel adds your title.
3. Select Axis Title. Click on Axis Title. Place your cursor before the A in Axis. Hold down the Shift key while you use the right arrow key to highlight the words Axis Title.
4. Type Sales. Excel labels the axis.
5. Click anywhere on the chart to end your entry.

Switch Data

If you want to change what displays in your chart, you can switch from row data to column data and vice versa.

EXERCISE 4

Switch Data

Before	After

1. Click your chart. The Chart Tools become available.
2. Choose the Design tab.
3. Click the Switch Row/Column button in the Data group. Excel changes the data in your chart.

Change the Style of a Chart

A style is a set of formatting options. You can use a style to change the color and format of your chart. Excel 2007 has several predefined styles that you can use. They are numbered from left to right, starting with 1, which is located in the upper-left corner.

EXERCISE 5

Change the Style of a Chart

1. Click your chart. The Chart Tools become available.
2. Choose the Design tab.
3. Click the More button  in the Chart Styles group. The chart styles appear.

4. Click Style 42. Excel applies the style to your chart.

Change the Size and Position of a Chart

When you click a chart, handles appear on the right and left sides, the top and bottom, and the corners of the chart. You can drag the handles on the top and bottom of the chart to increase or decrease the height of the chart. You can drag the handles on the left and right sides to increase or decrease the width of the chart. You can drag the handles on the corners to increase or decrease the size of the chart proportionally. You can change the position of a chart by clicking on an unused area of the chart and dragging.

EXERCISE 6

Change the Size and Position of a Chart

1. Use the handles to adjust the size of your chart.
2. Click an unused portion of the chart and drag to position the chart beside the data.

Move a Chart to a Chart Sheet

By default, when you create a chart, Excel embeds the chart in the active worksheet. However, you can move a chart to another worksheet or to a chart sheet. A chart sheet is a sheet dedicated to a particular chart. By default Excel names each chart sheet sequentially, starting with Chart1. You can change the name.

EXERCISE 7

Move a Chart to a Chart Sheet

1. Click your chart. The Chart Tools become available.
2. Choose the Design tab.
3. Click the Move Chart button in the Location group. The Move Chart dialog box appears.

4. Click the New Sheet radio button.
5. Type Toy Sales to name the chart sheet. Excel creates a chart sheet named Toy Sales and places your chart on it.

Change the Chart Type

Any change you can make to a chart that is embedded in a worksheet, you can also make to a chart sheet. For example, you can change the chart type from a column chart to a bar chart.

EXERCISE 8

Change the Chart Type

1. Click your chart. The Chart Tools become available.
2. Choose the Design tab.
3. Click Change Chart Type in the Type group. The Chart Type dialog box appears.
4. Click Bar.
5. Click Clustered Horizontal Cylinder.
6. Click OK. Excel changes your chart type.

MS Excel Lesson 3

Lesson 3: Creating Excel Functions, Filling Cells, and Printing

By using functions, you can quickly and easily make many useful calculations, such as finding an average, the highest number, the lowest number, and a count of the number of items in a list. Microsoft Excel has many functions that you can use.

Using Reference Operators

To use functions, you need to understand reference operators. Reference operators refer to a cell or a group of cells. There are two types of reference operators: range  andunion.

A range reference refers to all the cells between and including the reference. A range reference consists of two cell addresses separated by a colon. The reference A1:A3 includes cells A1, A2, and A3. The reference A1:C3 includes cells A1, A2, A3, B1, B2, B3, C1, C2, and C3.

A union reference includes two or more references. A union reference consists of two or more numbers, range references, or cell addresses separated by a comma. The reference A7,B8:B10,C9,10 refers to cells A7, B8 to B10, C9 and the number 10.

Understanding Functions

Functions are prewritten formulas. Functions differ from regular formulas in that you supply the value but not the operators, such as +, -, *, or /. For example, you can use the SUM function to add. When using a function, remember the following:

Use an equal sign to begin a formula.
Specify the function name.
Enclose arguments within parentheses. Arguments are values on which you want to perform the calculation. For example, arguments specify the numbers or cells you want to add.
Use a comma to separate arguments.

Here is an example of a function:

=SUM(2,13,A1,B2:C7)

In this function:

The equal sign begins the function.
SUM is the name of the function.
2, 13, A1, and B2:C7 are the arguments.
Parentheses enclose the arguments.
Commas separate the arguments.

After you type the first letter of a function name, the AutoComplete list appears. You can double-click on an item in the AutoComplete list to complete your entry quickly. Excel will complete the function name and enter the first parenthesis.

EXERCISE 1

Functions

The SUM function adds argument values.

1. Open Microsoft Excel.
2. Type 12 in cell B1.
3. Press Enter.
4. Type 27 in cell B2.
5. Press Enter.
6. Type 24 in cell B3.
7. Press Enter.
8. Type =SUM(B1:B3) in cell A4.
9. Press Enter. The sum of cells B1 to B3, which is 63, appears.

Alternate Method: Enter a Function with the Ribbon

1. Type 150 in cell C1.
2. Press Enter.
3. Type 85 in cell C2.
4. Press Enter.
5. Type 65 in cell C3.
6. Choose the Formulas tab.
7. Click the Insert Function button. The Insert Function dialog box appears.
8. Choose Math & Trig in the Or Select A Category box.
9. Click Sum in the Select A Function box.
10. Click OK. The Function Arguments dialog box appears.

12. Type C1:C3 in the Number1 field, if it does not automatically appear.
13. Click OK. The sum of cells C1 to C3, which is 300, appears.

Format worksheet

1. Move to cell A4.
2. Type the word Sum.
3. Select cells B4 to C4.
4. Choose the Home tab.
5. Click the down arrow next to the Borders button .
6. Click Top and Double Bottom Border.

As you learned in Lesson 2, you can also calculate a sum by using the AutoSum button .

Calculate an Average

You can use the AVERAGE function to calculate the average of a series of numbers.

1. Move to cell A6.
2. Type Average. Press the right arrow key to move to cell B6.
3. Type =AVERAGE(B1:B3).
4. Press Enter. The average of cells B1 to B3, which is 21, appears.

Calculate an Average with the AutoSum Button

In Microsoft Excel, you can use the AutoSum button  to calculate an average.

1. Move to cell C6.
2. Choose the Home tab.
3. Click the down arrow next to the AutoSum button .
4. Click Average.

5. Select cells C1 to C3.
6. Press Enter. The average of cells C1 to C3, which is 100, appears.

Find the Lowest Number

You can use the MIN function to find the lowest number in a series of numbers.

1. Move to cell A7.
2. Type Min.
3. Press the right arrow key to move to cell B7.
4. Type = MIN(B1:B3).
5. Press Enter. The lowest number in the series, which is 12, appears.

Note: You can also use the drop-down button next to the AutoSum button  to calculate minimums, maximums, and counts.

Find the Highest Number

You can use the MAX function to find the highest number in a series of numbers.

.

1. Move to cell A8.
2. Type Max.
3. Press the right arrow key to move to cell B8.
4. Type = MAX(B1:B3).
5. Press Enter. The highest number in the series, which is 27, appears.

Count the Numbers in a Series of Numbers

You can use the count function to count the number of numbers in a series.

1. Move to cell A9.
2. Type Count.
3. Press the right arrow key to move to cell B9.
4. Choose the Home tab.
5. Click the down arrow next to the AutoSum button .
6. Click Count Numbers. Excel places the count function in cell C9 and takes a guess at which cells you want to count. The guess is incorrect, so you must select the proper cells.

7. Select B1 to B3.
8. Press Enter. The number of items in the series, which is 3, appears.

Fill Cells Automatically

You can use Microsoft Excel to fill cells automatically with a series. For example, you can have Excel automatically fill your worksheet with days of the week, months of the year, years, or other types of series.

EXERCISE 2

Fill Cells Automatically

The following demonstrates filling the days of the week:

1. Click the Sheet2 tab. Excel moves to Sheet2.
2. Move to cell A1.
3. Type Sun.
4. Move to cell B1.
5. Type Sunday.
6. Select cells A1 to B1.
7. Choose the Home tab.
8. Click the Bold button . Excel bolds cells A1 to B1.
9. Find the small black square in the lower-right corner of the selected area. The small black square is called the fill handle.
10. Grab the fill handle and drag with your mouse to fill cells A1 to B14. Note how the days of the week fill the cells in a series. Also, note that the Auto Fill Options button appears.

Copy Cells

1. Click the Auto Fill Options button. The Auto Fill Options menu appears.
2. Choose the Copy Cells radio button. The entry in cells A1 and B1 are copied to all the highlighted cells.
3. Click the Auto Fill Options button again.
4. Choose the Fill Series radio button. The cells fill as a series from Sunday to Saturday again.
5. Click the Auto Fill Options button again.
6. Choose the Fill Without Formatting radio button. The cells fill as a series from Sunday to Saturday, but the entries are not bolded.
7. Click the Auto Fill Options button again.
8. Choose the Fill Weekdays radio button. The cells fill as a series from Monday to Friday.

Adjust Column Width

Some of the entries in column B are too long to fit in the column. You can quickly adjust the column width to fit the longest entry.

1. Move your mouse pointer over the line that separates column B and C. The Width Indicator appears.

2. Double-click. The Column adjusts to fit the longest entry.

After you complete the remainder of the exercise, your worksheet will look like the one shown here.

Fill Times

The following demonstrates filling time:

1. Type 1:00 into cell C1.
2. Grab the fill handle and drag with your mouse to highlight cells C1 to C14. Note that each cell fills, using military time.
3. Press Esc and then click anywhere on the worksheet to remove the highlighting.

To change the format of the time:

1. Select cells C1 to C14.
2. Choose the Home tab.
3. Click the down arrow next to the number format box . A menu appears.
4. Click Time. Excel changes the format of the time.

Fill Numbers

You can also fill numbers.

Type a 1 in cell D1.

1. Grab the fill handle and drag with your mouse to highlight cells D1 to D14. The number 1 fills each cell.
2. Click the Auto Fill Options button.
3. Choose the Fill Series radio button. The cells fill as a series, starting with 1, 2, 3.

Here is another interesting fill feature.

1. Go to cell E1.
2. Type Lesson 1.
3. Grab the fill handle and drag with your mouse to highlight cells E1 to E14. The cells fill in as a series: Lesson 1, Lesson 2, Lesson 3, and so on.

Create Headers and Footers

You can use the Header & Footer button on the Insert tab to create headers and footers. A header is text that appears at the top of every page of your printed worksheet. A footer is text that appears at the bottom of every page of your printed worksheet. When you click the Header & Footer button, the Design context tab appears and Excel changes to Page Layout view. A context tab is a tab that only appears when you need it. Page Layout view structures your worksheet so that you can easily change the format of your document. You usually work in Normal view.

You can type in your header or footer or you can use predefined headers and footers. To find predefined headers and footers, click the Header or Footer button or use the Header & Footer Elements group's buttons. When you choose a header or footer by clicking the Header or Footer button, Excel centers your choice. The table shown here describes each of the Header & Footer Elements group button options.

Header & Footer Elements
Button	Purpose
Page Number	Inserts the page number.
Number of Pages	Inserts the number of pages in the document.
Current Time	Inserts the current time.
File Path	Inserts the path to the document.
File Name	Inserts the file name.
Sheet Name	Inserts the name of the worksheet.
Picture	Enables you to insert a picture.

Both the header and footer areas are divided into three sections: left, right, and center. When you choose a Header or Footer from the Header & Footer Elements group, where you place your information determines whether it appears on the left, right, or center of the printed page. You use the Go To Header and Go To Footer buttons on the Design tab to move between the header and footer areas of your worksheet.

EXERCISE 3

Insert Headers and Footers

1. Choose the Insert tab.
2. Click the Header & Footer button in the Text group. Your worksheet changes to Page Layout view and the Design context tab appears. Note that your cursor is located in the center section of the header area.

3. Click the right side of the header area.
4. Click Page Number in the Header & Footer Elements group. When you print your document, Excel will place the page number in the upper-right corner.
5. Click the left side of the Header area.
6. Type your name. When you print your document, Excel will place your name in the upper-left corner.
7. Click the Go To Footer button. Excel moves to the footer area.

8. Click the Footer button. A menu appears.
9. Click the path to your document. Excel will place the path to your document at the bottom of every printed page.

Return to Normal View

To return to Normal view:

1. Choose the View tab.
2. Click the Normal button in the Workbook Views group.

Set Print Options

There are many print options. You set print options on the Page Layout tab. Among other things, you can set your margins, set your page orientation, and select your paper size.

Margins define the amount of white space that appears on the top, bottom, left, and right edges of your document. The Margin option on the Page Layout tab provides several standard margin sizes from which you can choose.

There are two page orientations: portrait and landscape. Paper, such as paper sized 8 1/2 by 11, is longer on one edge than it is on the other. If you print in Portrait, the shortest edge of the paper becomes the top of the page. Portrait is the default option. If you print in Landscape, the longest edge of the paper becomes the top of the page.

Portrait

Landscape

Paper comes in a variety of sizes. Most business correspondence uses 8 1/2 by 11 paper, which is the default page size in Excel. If you are not using 8 1/2 by 11 paper, you can use the Size option on the Page Layout tab to change the Size setting.

EXERCISE 4

Set the Page Layout

1. Choose the Page Layout tab.
2. Click Margins in the Page Setup group. A menu appears.
3. Click Wide. Word sets your margins to the Wide settings.

Set the Page Orientation

1. Choose the Page Layout tab.
2. Click Orientation in the Page Setup group. A menu appears.
3. Click Landscape. Excel sets your page orientation to landscape.

Set the Paper Size

1. Choose the Page Layout tab.
2. Click Size in the Page Setup group. A menu appears.
3. Click the paper size you are using. Excel sets your page size.

Print

The simplest way to print is to click the Office button, highlight Print on the menu that appears, and then click Quick Print in the Preview and Print the Document pane. Dotted lines appear on your screen, and your document prints. The dotted lines indicate the right, left, top, and bottom edges of your printed pages.

You can also use the Print Preview option to print. When using Print Preview, you can see onscreen how your printed document will look when you print it. If you click the Page Setup button while in Print Preview mode, you can set page settings such as centering your data on the page.

If your document is several pages long, you can use the Next Page and Previous Page buttons to move forward and backward through your document. If you check the Show Margins check box, you will see margin lines on your document. You can click and drag the margin markers to increase or decrease the size of your margins. To return to Excel, click the Close Print Preview button.

You click the Print button when you are ready to print. The Print dialog box appears. You can choose to print the entire worksheet or specific pages. If you want to print specific pages, enter the page numbers in the From and To fields. You can enter the number of copies you want to print in the Number of Copies field.

EXERCISE 5

Open Print Preview

1. Click the Office button. A menu appears.
2. Highlight Print. The Preview and Print The Document pane appears.
3. Click Print Preview. The Print Preview window appears, with your document in the center.

Center Your Document

1. Click the Page Setup button in the Print group. The Page Setup dialog box appears.
2. Choose the Margins tab.
3. Click the Horizontally check box. Excel centers your data horizontally.
4. Click the Vertically check box. Excel centers your data vertically.
5. Click OK. The Page Setup dialog box closes.

Print

1. Click the Print button. The Print dialog box appears.
2. Click the down arrow next to the name field and select the printer to which you want to print.
3. Click OK. Excel sends your worksheet to the printer.