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MGMT_1021_Week_4 Lecture

The document provides an overview of chart basics, types, and elements used in management applications. It covers the process of creating charts, selecting data sources, and formatting chart elements, including pie and column charts. Additionally, it introduces sparklines as a compact way to represent data within a worksheet cell.

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gabriel
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© © All Rights Reserved
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Download as PPTX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
4 views

MGMT_1021_Week_4 Lecture

The document provides an overview of chart basics, types, and elements used in management applications. It covers the process of creating charts, selecting data sources, and formatting chart elements, including pie and column charts. Additionally, it introduces sparklines as a compact way to represent data within a worksheet cell.

Uploaded by

gabriel
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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COMPUTER

APPLICATIONS FOR
MANAGEMENT
TODAY’S AGENDA
• Chart Basics
• Select the data source
• Select the chart types

• Chart Elements
• Managing chart elements (Add, Edit and Format)
• Axes, gridlines and formatting

• Chart Design and Sparklines


• Apply chart style and colors
• Creating sparklines
CHARTS
• Charts show trends or relationships in data that are easier to see
in a graphic representation rather than viewing the actual
numbers or data

• Creating a chart is a several-step process:


• Selecting the data to display in the chart
• Choosing the chart type
• Moving the chart to a specific location
• Sizing the chart
• Formatting the chart’s appearance
CHARTS
• Selecting a Chart’s Data Source

• A data source includes one or more data series and a series of


category values

• A data series contains the actual values that are plotted on the
chart

• Category values provide descriptive labels for each data series or


data value; usually located in the first column or first row of the
data source
CHARTS
Chart Description Chart Subtype
Category
Column or Bar Compares values from different categories. Values are indicated by 2-D Column, 3-D Column, 2-D Bar, 3-D Bar
the height of the columns or the length of a bar.
Hierarchy Displays data that is organized into a hierarchy of categories where Treemap, Sunburst
the size of the groups is based on a number.
Waterfall or Displays financial cash flow values or stock market data. Waterfall, Stock
Stock
Line Compares values from different categories. Values are indicated by 2-D Area, 3-D Area
the height of the lines. Often used to show trends and changes over
time.
Statistic Displays a chart summarizing the distribution of values from a Histogram, Pareto, Box and Whisker
sample population.
Pie Compares relative values of different categories to the whole. 2-D Pie, 3-D Pie, Doughnut
Values are indicated by the area of the pie slices
X Y (Scatter) Shows the patterns or relationship between two or more sets of Scatter, Bubble
values. Often used in scientific studies and statistical analyses
Surface or Radar Compares three sets of values in a three-dimensional chart Surface, Radar
Combo Combines two or more charts types to make the data easy to Clustered Column-Line, Clustered Column-
visualize, especially when the data is widely varied. Line on Secondary Axis, Stacked Area-
clustered Column
PivotChart Creates a chart summarizing data from a PivotTable none
CHARTS
• Exploring Chart Types and Subtypes

• A pie chart is a chart in the shape of a circle divided into slices like a
pie
• Each slice represents a single value from a data series
• Larger data values are represented with bigger pie slices
• The relative sizes of the slices let you visually compare the data
values and see how much each contributes to the whole

• Pie charts are most effective with six or fewer slices, and when each
slice is large enough to view easily
PIE CHARTS
• Inserting a Pie Chart with the Quick Analysis Tool

• Make sure the correct range is selected

• Click the Quick Analysis button in the lower-right corner of the


selected range

• Click the CHARTS category

• Click Pie to select the pie chart


CHART ELEMENTS
• Every chart contains elements that can be formatted, added to the chart,
or removed from the chart

• The Chart Elements button is used to add, remove, and format individual
elements

• When you add or remove a chart element, the other elements resize to fit
in the space

• Live Preview shows how changing an element will affect the chart’s
appearance
CHART LEGENDS
• Formatting the Pie Chart Legend

• You can fine-tune a chart style by formatting individual chart elements

• From the Chart Elements button, you can open a submenu for each element
that includes formatting options, such as the element’s location within the chart

• You can also open a Format pane, which has more options for formatting the
selected chart element

• The Chart Elements button also provides access to the Format pane with more
design options
CHART DATA LABEL
• Formatting Pie Chart Data Labels

• Modify the content and appearance of data labels


• Move the labels to the center of the pie slices or place them
outside of the slices

• Set the labels as data callouts

• Change the text and number styles used


• Drag and drop individual data labels, placing them anywhere
within the chart
• When a data label is placed far from its pie slice, a leader line is
added to connect the data label to its pie slice
COLUMN CHARTS
• Column chart
• Displays values in different categories as columns
• Height of each column is based on its value

• Bar chart
• Column chart turned on its side
• Length of each bar is based on its value

• Better to use column and bar charts than pie charts when the number
of categories is large or the data values are close in value
MOST USED CHARTS
CHART STYLE
• Excel also includes several chart styles, which allow you to quickly
modify the look and feel of your chart.

• To change the chart style, select the desired style from the Chart styles
group. You can also click the drop-down arrow on the right to see more
styles.
SPARKLINES
• A sparkline is a chart that is displayed entirely within a worksheet cell

• Sparklines are compact in size; don’t include chart elements (legends,


titles, or gridlines)

• The goal of a sparkline is to convey the maximum amount of


information within a very small space

• Sparklines are useful when you don’t want charts to overwhelm the
rest of your worksheet or take up valuable page space

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