Transcript PowerPoint Presentation to Accompany GO! with Microsoft® Excel 2010 Chapter 6 Creating Charts, Diagrams, and Templates with Microsoft Excel 2010 © 2011 Pearson Education, Inc.

PowerPoint Presentation to Accompany
GO! with Microsoft® Excel 2010
Chapter 6
Creating Charts, Diagrams, and Templates
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
1
Objectives
• Create and Format Sparklines and a
3-D Column Chart
• Create and Format a Line Chart
• Create and Modify a SmartArt
Graphic
• Create and Modify an Organization
Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
2
Objectives
• Create an Excel Template
• Protect a Worksheet
• Create a Worksheet Based on a
Template
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
3
Create and Format Sparklines
and a 3-D Column Chart
• Sparklines
– Tiny charts that fit within a cell
– Give a visual trend summary
• Column chart
– Presents data in vertical columns
– Useful to compare related data
• Labels
– Column and row headings that describe
the values in a chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
4
Create and Format Sparklines
and a 3-D Column Chart
• Steps to create a sparklines
– Select the range
– On the Insert tab, in the Sparklines
group, click the Line button
– With the insertion point blinking in the
Location Range box, select the range
where you want the sparklines
– Click OK
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
5
Create and Format Sparklines
and a 3-D Column Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
6
Create and Format Sparklines
and a 3-D Column Chart
• Steps to create a 3-D column chart:
– Select the range with the desired data
– On the Insert tab, in the Charts group, click
the Column button
– Under 3-D Column, click the desired chart
• Charts can be formatted using Chart
Tools
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
7
Create and Format Sparklines
and a 3-D Column Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
8
Create and Format Sparklines
and a 3-D Column Chart
• Changing the Display of Chart Data
– Change the chart type
– Change the way the data displays
– Add or change titles
– Select different colors
– Modify the background, scale, or chart
location
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
9
Create and Format Sparklines
and a 3-D Column Chart
• Change to a chart by:
– Editing and formatting the chart title
– Adding, formatting, and aligning axis titles
– Editing source data
– Formatting the chart floor and chart walls
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
10
Create and Format a
Line Chart
• Line charts show trends over time
– Can consist of one line
– Can display more than one line to show a
comparison of related numbers over time
• To create a line chart:
– On the Insert tab, in the Charts group, click
the Line button
– Click the desired line chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
11
Create and Format a
Line Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
12
Create and Format a
Line Chart
• Change a chart by:
– Deleting a legend and changing a chart
title
– Changing the values on the value axis
– Formatting the plot area and the data
series
– Inserting a trendline—a graphic
representation of trends in a data series
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
13
Create and Format a
Line Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
14
Create and Modify a
SmartArt Graphic
• SmartArt graphic
– Visual representation of information and
ideas
• To create a SmartArt Graphic:
– On the Insert tab, in the Illustrations group,
click the SmartArt button
– On the left, choose a SmartArt style, select
a layout, and then click OK
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
15
Create and Modify a
SmartArt Graphic
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
16
Create and Modify an
Organization Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
17
Create and Modify an
Organization Chart
• Organization chart
– Depicts reporting relationships within an
organization
• To create an organization chart:
– On the Insert tab, in the Illustrations group,
click the SmartArt button
– On the left, click Hierarchy, then in the first
row, click the first graphic, Organization
Chart; Click OK
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
18
Create and Modify an
Organization Chart
• Make changes to a chart
– Change the formatting of the graphic
– Modify the layout of the graphic
• Prepare for printing
– Add filename to footer
– Center the sheet horizontally
– Change the workbook properties by adding
the author, subject, and keywords
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
19
Create an Excel Template
• Template
– Workbook created and used as the basis
for other similar workbooks
• Standardization
– All forms created within the organization
will have a uniform appearance
• Protection
– Cannot change areas of the worksheet that
are protected
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
20
Create an Excel Template
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
21
Create an Excel Template
• To create a template:
– Start with a blank worksheet
– Enter the text, formatting, and formulas
needed for the specific worksheet
– Save the file as a template
• Saving a workbook as a template
adds the extension .xltx to the file
name
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
22
Create an Excel Template
• Modifying the template:
– Format the template so it is easy for others
to complete
– Enter template formulas
– Add a logo image
– Insert and modify WordArt (a feature used
to insert decorative text in your document)
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
23
Protect a Worksheet
• By default, all cells are locked
– Data cannot be typed into them
– The locked feature is disabled until the
worksheet is protected.
• Some cells can be designated to be
unlocked
• Use a password to stop the disabling
of the protection
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
24
Protect a Worksheet
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
25
Protect a Worksheet
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
26
Create a Worksheet Based on
a Template
• Templates stored in the Templates
folder can be opened from the New
tab in Backstage view.
• The user can enter information in the
unlocked cells and save it as a new
file.
• Templates can be made available on
a company intranet or on a Web site.
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
27
Covered Objectives
• Create and Format Sparklines and a
3-D Column Chart
• Create and Format a Line Chart
• Create and Modify a SmartArt
Graphic
• Create and Modify an Organization
Chart
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
28
Covered Objectives
• Create an Excel Template
• Protect a Worksheet
• Create a Worksheet Based on a
Template
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
29
All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted, in any form or by any means, electronic,
mechanical, photocopying, recording, or otherwise, without the prior written
permission of the publisher. Printed in the United States of America.
Copyright © 2011 Pearson Education, Inc.
Publishing as Prentice Hall
with Microsoft Excel 2010
© 2011 Pearson Education, Inc. Publishing as Prentice Hall
30