Chapter 5: Charts

1. Spreadsheet-Based Decision Support Systems Chapter 5: Charts Prof. Name name@email.com Position (123) 456-7890 University Name

2. Overview • 5.1 Introduction • 5.2 Creating Charts with Chart Wizard • 5.3 Working with Chart Options • 5.4 Creating Dynamic Charts • 5.5 Summary

3. Introduction • Creating a chart using the Chart Wizard • Customizing charts using various chart options • Creating dynamic charts

4. Creating Charts with the Chart Wizard • Charts are used to take data from a table and transform it into a graphical illustration • They are useful for displaying data patterns or results • To create a chart, we will use the Chart Wizard • Insert > Chart from menu • icon from standard toolbar

5. The Chart Wizard • There are four main steps in using the Chart Wizard: • Step 1: Chart Type • Step 2: Source Data • Step 3: Chart Options • Step 4: Chart Location • Chart Type = bar graph, scattered graph, pie chart, etc • Source Data = data range or various series • Chart Options = title, axes, legend, gridlines, etc • Chart Location = object or chart sheet

6. Figure 5.1 • Table of data = Number Sold and Revenue Generated from various Car Models • We create two charts: bar graph of Number Sold and pie chart of Revenue Generated

7. Step 1: Chart Type • Each chart type has a set of chart sub-types. • First we will select Column as our chart type. • We can now choose a sub type that is either a 2D or 3D • Clustered Column • Stacked Column • 100% Stacked Column

8. Step 2: Source Data • Source Data can be defined by a Data Range or with Series • Data Range is the main data table we initially highlighted to be graphed. • Rows = comparison is made among rows of data from the table • Columns = comparison is made among columns of data from the table

9. Step 2: Source Data (cont’d) • Series are the rows or columns of data from the table which are being compared. • Series can be • Added • Removed • Named

10. Step 3: Chart Options • Tabs of the Chart Options step include: • Titles • Axes • Gridlines • Legend • DataLabels • DataTable

11. Step 3: Chart Options (cont’d) • Titles options include chart, category (X) axis, and value (Y) axis titles

12. Step 3: Chart Options (cont’d) • Axes options include Category (X) and Value (Y) axes • Automatic = default • Category = any grouping of axes values • Time-scale = dates or time units

13. Step 3: Chart Options (cont’d) • Gridlines options include Category (X) and Value (Y) axes • Major gridlines • Minor gridlines

14. Step 3: Chart Options (cont’d) • Legend options include showing or hiding the legend, and placement of the legend

15. Step 3: Chart Options (cont’d) • DataLabels options include showing or hiding data values and labels

16. Step 3: Chart Options (cont’d) • DataTable options include showing or hiding the data table

17. Step 4: Chart Location • The chart can be completed as • A new chart sheet; name is given • An object in a current sheet; name of sheet is selected

18. Figure 5.6 • From the bar graph we see that the Aco3500 sold the most cars

19. Figure 5.7 • We repeat the Chart Wizard steps to create the pie chart of Revenue Generated • We see that the Cam3200 generated the most revenue

20. Working with Chart Options • After creating a chart using the Chart Wizard, we can return to any of the Wizard steps by simply right-clicking on the chart. • The Format Chart Area option also allows us to modify the general patterns, font, and properties of the chart. • Format Plot Area • Format Data Series • Format Axis

21. Figure 5.9 • Data table shows plant growth based on minerals added or removed from the ground

22. Figures 5.14 and 5.16 • Create the chart • Chart Options can be used to switch x and y values for better data analysis

23. Creating Dynamic Charts • A chart is linked directly to the Data Range specified in the Source Data step of the Chart Wizard. • If any points in this range of data are modified, the chart is automatically updated to reflect a new corresponding data point. • There will be three main Excel concepts used to create a dynamic chart: • Defining names • OFFSET function • COUNT function

24. Dynamic Charts (cont) • Create some range names using the OFFSET and COUNT functions and set the Series of the chart to these dynamic ranges. • =OFFSET(initial_data_location, 0, 0, COUNT(entire_column), 1) • The rows_to_move and columns_to_move parameters are set to 0 because we are only interested in the column in which our reference_cell ( = initial_data_location) is located. • The width is again set to 1, since we are interested only in one column. • The height parameter is found using the COUNT function. • The COUNT function will review the entire column of the relative data and count how many cells have numeric values. • Thus the height of our range becomes dynamic as the amount of numeric values in the column increases.

25. Figure 5.17 • Months and Units Sold may be dynamic values

26. Figure 5.18 • The dynamic ranges are created for each column using the OFFSET and COUNT functions

27. Figure 5.19 • The Series are set using these dynamic ranges

28. Figure 5.20 • The chart is now dynamic

29. Summary • Excel Charts allow you to illustrate your data in order to perform better analysis. • There are four basic steps in the Chart Wizard: • Step 1: Select the Chart Type and options. • Step 2: Verify or change the Data Range and define all Series. • Step 3: Determine the Chart Options. • Step 4: Choose the location of the chart. • A chart can be modified after it is created by right-clicking on the chart or different parts of the chart. You can change basic settings as well as formatting. • A dynamic chart can be created using the OFFSET and COUNT functions to create dynamic ranges used as Series in the Source Data.

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