EXCEL 2007 Charts: Column, Bar, Pie and Line

A. Colin chathamtownfc.net, Dept. of chathamtownfc.netomics, Univ. ofCalif.- Davis

This January 2009 help sheet gives information on how to constructcharts Chart basics Column chart Column chart: Customizing Pie Chart Pie Chartt: Customizing Line Chart Line Chartt: Customizing Printing and Copying Charts Resizing and Repositioning Charts It is easiest to learn chart making by hands-on experience.CHART BASICS

To create a chart

Select the data to appear to appear in the chart (with labels ifrelevant) Use the Insert tab and Charts Group and click on the relevantchart in this group.

The main types of chart used in analysis of chathamtownfc.netomcis data are:

Column chart: for comparing data across categories Pie Chart: for showing the relative shares of categories in acomplete Line Chart: for showing trends in a series over time Scatter Plot: for showing the relationship between two series(given later).

It can be useful to first modify the data for better presentation onthe chart. For example, for a pie or column chart we may want to orderthe data by value.Charts often automatically select chart title and/or axis or categorylabels from the above data, so it is useful to choose clear short nameswhere possible.Excel defaults usually lead to a chart that is reasonable but stillneeds customizing.The general approachis to note that the chart has a number of areas:

Chart Title Plot Area (the actual chart) The x-axis (for charts other than pie chart) which is called acategoryaxis for column or line chart and a value axis for a bar chart. The y-axis (for charts other than pie chart) which is called avalueaxisfor column or line chart and a category axis for a bar chart. Legend Entry (explains the symbols used in the chart) Labels for the x-axis Labels for the y-axis.To edit an existing chart one can select the chart (click inside thechartand the border becomes highlighted).Then select within the chart that part of the chartyou wish to change and rightclick to obtain the menu for reformatting the chart.In some cases the Chart Tools group with subgroups Design, Layout and Further details are given below.

COLUMN CHARTS

As an example consider categorical data on 1997 U.S. Health CareExpenditures.

You are watching: In a clustered column chart, the names of each column are part of the ____ series.

The data are in file healthexpendituresdata.csv

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To create a column chart from the above

Highlight the data andheadings (here columns A1:B13) Select the Insert Tab and Charts group and click on Column Chart Select the first of the 2-D Column Charts (a clustered columnchart).This yields
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Note that Excel uses the first series (Category) for the x-axis labelsand the schathamtownfc.netd series (Expenditures) for the y-axis values.Also note the advantage to having the original data ordered indescending value of expenditures. COLUMN CHARTS: CUSTOMIZING
The resulting column chart is basically okay but prettierwith a betterchart title and the legend entry dropped. Select the Chart Title by clicking on Expenditures at the top ofthechart. To change the font (size and type) right click and select fontand make appropriate changes in the Font dialog box. Change the name to 1997 U.S. Health Expenditures(in $billion). To eliminate the Expenditures entry at the right, clicking onExpenditures then right click and select delete.PIE CHARTS

To create a pie chartfrom the above

Highlight the data andheadings (here columns A1:B13) Select the Insert Tab and Charts group and click on Pie Chart Select the schathamtownfc.netd of the 2-D Pie Charts (an exploded pie chart).This yields
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PIE CHARTS: CUSOMIZING
The resulting pie chart lacks al the category names and it might behelpfulto include the percentage breakdown.To get all category names Select the legend area by clicking on the legend. Move the legend up to the top of the figure. At the middle of the bottom drag on the box in the middle.We obtain
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To get the percentage breakdown Select the main chart area by clicking in the main chart area. Right-click to get the following dialog box.
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Click on Add Data Labels which gives the values of theexpenditures (not percentages). Right click in the main chart area which gives the above dialogbox with the extra entry Format Data Labels. Click on format Data Labels and in the Format Data Labels dialogbox deselect Value and select Percentage.
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Select close and we obtain
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LINE CHARTS

The line chart is not really helpful for categorical data as above. The line chartis best used for numerical data that are observed over time.

We consider monthly data on the total return from the Standard andPoors 500 stock index (with reinvestment of dividends) from 1970 to1988.The data are in file SandP500stockpricedata.csvThe first few observations are

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Here the months of 1970 are 1970 (Jan), 1970.08 (Feb), 1978.17(March), 1978.25 (April), ...

To create a line chart from the above

Highlight just the data for TRSP500 (not the date) andthe headings (here columns B1:B1359) Select the Insert Tab and Charts group and click on Line Chart Select the first of the 2-D Line Charts (a line chart).This yields
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LINE CHARTS: CUSTOMIZING
The x-axes for this chart is the row number, not the date. Tochange tothe date: Highlight the Horizintal (category) axis and right click.This yields the following dialog box
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Choose Select Data to get the following dialog box
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Then click on Edit to get the following dialog box
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Finallied Highlight the range A2:A359 (note that the heading DATE is notincluded here). Select OK in the Axis Labels dialog box Hit OK in the Select Data Source dialog boxThis yields
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The displayed dates can be reduced to whole number Highlight the Horizintal (category) axis and right click. Select Format Axis In the Format Axis dialog box choose Number Change from general to Number; select 0 decimal places; anduncheck use 1000 separator

A horiiontal axis can be added by

Highlight the chart In Chart Tools at the top select Layout and Axis Titles Select Primary Horizontal Axis Title Select Title below Axis

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A vertical axis can similarly be added, where we ultimately selectRotated Axis.

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We obtain

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PRINTING AND COPYING CHARTS

See Excel 2007: Formatting, Saving,Printing and CopyingResults

CHANGE CHART SIZE AND POSITION

To resize the chart

Activate it by clicking once inside the chart. Place the point of the arrow on one of the eight rectangularhandleslocated on the charts border and click and drag the mouse. The chartwill change size and shape depending on the direction of thedrag. Experiment with the resizing until you get an idea of how it works.

To reposition a chart

Place the point of the cursor in the chart border Click and drag the chart to a new position in the worksheet.

To remove a chart from a worksheet

Activate it and then pressthe DELETE key.

For further information on how to use Excel go to http://chathamtownfc.net/excel/excel.html