Microsoft Office Excel 2016 for Windows

[Pages:33]Microsoft Office Excel 2016 for Windows

Introduction to Charts

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Microsoft Office: Excel 2016 for Windows Introduction to Charts

Table of Contents

Introduction ................................................................................................................................................ 5 Learning Objectives..................................................................................................................................... 5 Using Recommended Charts....................................................................................................................... 6 Inserting a Chart.......................................................................................................................................... 7 Most Commonly Used Charts ..................................................................................................................... 9

Column Chart .......................................................................................................................................... 9 Bar Chart ................................................................................................................................................. 9 Line Chart .............................................................................................................................................. 10 Pie Chart................................................................................................................................................ 10 Charts New to Excel 2016 ......................................................................................................................... 11 Treemap Chart ...................................................................................................................................... 11 Sunburst Chart ...................................................................................................................................... 11 Waterfall Chart...................................................................................................................................... 12 Histogram Chart .................................................................................................................................... 12 Pareto (Combo) Chart ........................................................................................................................... 13 Box & Whisker Chart ............................................................................................................................. 13 Chart Elements.......................................................................................................................................... 14 Adding a Chart Title .............................................................................................................................. 14 Adding Elements ................................................................................................................................... 17 Applying a Pre-Defined Chart Layout.................................................................................................... 18 Chart Styles ............................................................................................................................................... 19 Chart Formatting Shortcuts ...................................................................................................................... 21 Using the Chart Elements Button ......................................................................................................... 22 Using the Chart Styles Button ............................................................................................................... 23 Using Chart Filters ................................................................................................................................. 25

Switching Row and Column Data.............................................................................................................. 28 Changing the Chart Type........................................................................................................................... 29 Moving a Chart.......................................................................................................................................... 31 Saving a Chart as a Template .................................................................................................................... 32 Additional Help ......................................................................................................................................... 33

Introduction

This booklet is the companion document to the Excel 2016: Introduction to Charts workshop. Workbooks that contain a large amount of data can sometimes be hard to analyze. Charts make it easier understand your data. This booklet explains how to use the most commonly used charts in Excel. You will learn the parts of a chart and how to add chart elements, such as chart titles, legends, and data labels, to make your chart easier to read.

Learning Objectives

After reading this booklet, you will be able to: Understand the most commonly used charts types Understand the parts of a chart Insert charts Edit charts Format charts Understand chart elements Understand how to switch rows and columns Move charts Save a chart template

Revised: 6/28/2016

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Using Recommended Charts

The Recommended Charts button is a helpful tool that takes the guess work out of selecting a chart. It displays a list of charts best suited to represent your data.

1. On the Insert tab, go to the Charts group. 2. Click Recommended Charts.

Figure 1 - Recommended Charts

3. The Recommended Charts window will appear.

Figure 2 - Recommended Charts

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4. The charts that Excel recommends you use will be listed along the left side of the window. 5. Click the chart to see a preview of your data. Then, select the chart of your choice and click OK. 6. The chart will appear on the worksheet.

Note: If you do not want to use a recommended chart from the Recommended Charts window, select the All Charts tab. From there, select the chart that you would like to use.

Inserting a Chart

The following instructions explain how to insert a chart into your worksheet.

1. Select the cells that you want to use in your chart, including column titles and row labels.

Figure 3 - Select Cells

2. On the Insert tab, go to the Charts group.

Figure 4 - Charts Group

3. Click the down arrow next to the type of chart you want to use.

Figure 5 - Select Chart

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4. When the menu appears, select the chart type of your choice.

Figure 6 - Chart Types

5. The chart will appear on your worksheet.

Figure 7 - New Chart

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