54. Course contents
• Overview: Charts make data visual
• Lesson 1: Create a basic chart
• Lesson 2: Customize your chart
Create a chart
Each lesson includes a list of suggested tasks and a set of
test questions.
55. Overview: Charts make data visual
Create a chart
A chart gets your point across—fast.
With a chart, you can transform
worksheet data to show comparisons,
patterns, and trends.
So instead of having to analyze
columns of worksheet numbers, you
can see at a glance what the data
means.
This course presents the basics of
creating charts in Excel 2007.
56. Course goals
• Learn how to create a chart using the new Excel 2007
commands.
• Find out how to make changes to a chart after you create
it.
• Develop an understanding of basic chart terminology.
Create a chart
58. Create a basic chart
Create a chart
Here’s a basic chart in
Excel, which you can put
together in about 10
seconds.
After you create a chart, you can easily add new
elements to it such as chart titles or a new layout.
In this lesson you’ll find out how to create a basic chart
and learn how the text and numbers from a worksheet
become the contents of a chart. You’ll also learn a few
other chart odds and ends.
59. Create your chart
Create a chart
Here’s a worksheet that
shows how many cases
of Northwind Traders Tea
were sold by each of
three salespeople in
three months.
You want to create a chart that shows how each
salesperson compares against the others, month by
month, for the first quarter of the year.
60. Create your chart
Create a chart
The picture shows the
steps for creating the
chart.
1
2
Select the data that you want to chart, including the
column titles (January, February, March) and the row
labels (the salesperson names).
Click the Insert tab, and in the Charts group, click the
Column button.
61. Create your chart
Create a chart
The picture shows the
steps for creating the
chart.
3 You’ll see a number of column chart types to choose
from. Click Clustered Column, the first column chart in
the 2-D Column list.
That’s it. You’ve created a chart in about 10 seconds.
62. Create your chart
Create a chart
If you want to change the
chart type after creating
your chart, click inside
the chart.
On the Design tab under Chart Tools, in the Type
group, click Change Chart Type. Then select the chart
type you want.
63. How worksheet data appears in the chart
Create a chart
Here’s how your new
column chart looks.
It shows you at once that Cencini (represented by the
middle column for each month) sold the most tea in
January and February but was outdone by Giussani in
March.
64. How worksheet data appears in the chart
Create a chart
Data for each
salesperson appears in
three separate columns,
one for each month.
The height of each chart is proportional to the value in
the cell that it represents.
So the chart immediately shows you how the
salespeople stack up against each other, month by
month.
65. How worksheet data appears in the chart
Create a chart
Each row of salesperson
data has a different color
in the chart.
The chart legend, created from the row titles in the
worksheet (the salesperson names), tells which color
represents the data for each salesperson.
Giussani data, for example, is the darkest blue, and is
the left-most column for each month.
66. How worksheet data appears in the chart
Create a chart
The column titles from
the worksheet—January,
February, and March—
are now at the bottom of
the chart.
On the left side of the chart, Excel has created a scale of
numbers to help you to interpret the column heights.
67. Chart Tools: Now you see them, now you don’t
Create a chart
Before you do more work
with your chart, you need
to know about the Chart
Tools.
After your chart is inserted on the worksheet, the Chart
Tools appear on the Ribbon with three tabs: Design,
Layout, and Format.
On these tabs, you’ll find the commands you need to
work with charts.
68. Chart Tools: Now you see them, now you don’t
Create a chart
When you complete the
chart, click outside it.
The Chart Tools go
away.
So don’t worry if you don’t see all the commands you
need at all times.
Take the first steps either by inserting a chart (using the
Charts group on the Insert tab), or by clicking inside an
existing chart. The commands you need will be at hand.
To get them back, click
inside the chart. Then
the tabs reappear.
69. Change the chart view
Create a chart
You can do more with
your data than create
one chart.
You can make your chart compare data another way by
clicking a button to switch from one chart view to
another.
The picture shows two different views of the same
worksheet data.
70. Change the chart view
Create a chart
The chart on the left is
the chart you first
created, which compares
salespeople to each
other.
Excel grouped data by worksheet columns and
compared worksheet rows to show how each
salesperson compares against the others.
71. Change the chart view
Create a chart
But another way to look
at the data is to compare
sales for each
salesperson, month over
month.
To create this view of the chart, click Switch
Row/Column in the Data group on the Design tab.
In the chart on the right, data is grouped by rows and
compares worksheet columns. So now your chart says
something different: It shows how each salesperson did,
month by month, compared against themselves.
72. Add chart titles
Create a chart
It’s a good idea to add
descriptive titles to your
chart, so that readers
don’t have to guess what
the chart is about.
You can give a title to the chart itself, as well as to the
chart axes, which measure and describe the chart data.
This chart has two axes. On the left side is the vertical
axis, which is the scale of numbers by which you can
interpret the column heights. The months of the year at
the bottom are on the horizontal axis.
73. Add chart titles
Create a chart
A quick way to add chart
titles is to click the chart
to select it, and then go
to the Charts Layout
group on the Design tab.
Click the More button to see all the layouts. Each
option shows different layouts that change the way chart
elements are laid out.
74. Add chart titles
Create a chart
The picture shows
Layout 9, which adds
placeholders for a chart
title and axes titles.
1
2
3
The title for this chart is Northwind Traders Tea, the
name of the product.
The title for the vertical axis on the left is Cases Sold.
The title for the horizontal axis at the bottom is First
Quarter Sales.
You type the titles
directly in the chart.
75. Suggestions for practice
1. Create a chart.
2. Look at chart data in different ways.
3. Update chart data.
4. Add titles.
5. Change chart layouts.
6. Change the chart type.
Create a chart
Online practice (requires Excel 2007)
76. Test 1, question 1
You’ve created a chart. Now you need to compare data
another way. To do this, you must create a second chart.
(Pick one answer.)
Create a chart
1. True.
2. False.
77. Test 1, question 1: Answer
False.
Create a chart
You can quickly create another view of your worksheet data by clicking the
Switch Row/Column button on the Design tab.
78. Test 1, question 2
You create a chart. But later on you don’t see the Chart Tools.
What do you do to get them back? (Pick one answer.)
Create a chart
1. Create another chart.
2. Click the Insert tab.
3. Click inside the chart.
79. Test 1, question 2: Answer
Click inside the chart.
Create a chart
The Chart Tools will then be at hand with three tabs: Design, Layout, and
Format.
80. Test 1, question 3
You can’t change the chart type after you create a chart. (Pick
one answer.)
Create a chart
1. True.
2. False.
81. Test 1, question 3: Answer
False.
Create a chart
You can always change the chart type after you create your chart. Click inside
the chart. On the Design tab, in the Type group, Click Change Chart Type, and
then select another chart type.
83. Customize your chart
Create a chart
After you create your
chart, you can customize
it to give it a more
professional design.
For example, you can give your chart a whole different
set of colors by selecting a new chart style.
You can also format chart titles to change them from
plain to fancy. And there are many different formatting
options you can apply to individual columns to make
them stand out.
84. Change the look of your chart
Create a chart
When you first create
your chart, it’s in a
standard color.
By using a chart style,
you can apply different
colors to a chart in just
seconds.
First, click in the chart. Then on the Design tab, in the
Chart Styles group, click the More button to see all
the choices.
Then click the style you want.
85. Change the look of your chart
Create a chart
When you first create
your chart, it’s in a
standard color.
By using a chart style,
you can apply different
colors to a chart in just
seconds.
Some of the styles change just the color of the columns.
Others change the color and add an outline around the
columns, while other styles add color to the plot area
(the area bounded by the chart axes). And some styles
add color to the chart area (the entire chart).
86. Change the look of your chart
Create a chart
If you don’t see what you
want in the Chart Styles
group, you can get other
color choices by
selecting a different
theme.
Click the Page Layout tab, and then click Colors in the
Themes group.
When you rest the pointer over a color scheme, the
colors are shown in a temporary preview on the chart.
Click the one you like to apply it to the chart.
87. Change the look of your chart
Create a chart
Important
For example, a table or a cell style such as a heading
will take on the colors of the theme applied to the chart.
Unlike a chart style, the
colors from a theme will
be applied to other
elements you might add
to the worksheet.
88. Format titles
Create a chart
If you’d like to make the
chart or axis titles stand
out more, that’s also
easy to do.
On the Format tab, in the WordArt Styles group, there
are many ways to work with the titles.
The picture shows that one of the options in the group, a
text fill, has been added to change the color.
89. Format titles
Create a chart
To use a text fill, first
click in a title area to
select it.
Then click the arrow on Text Fill in the WordArt
Styles group. Rest the pointer over any of the colors to
see the changes in the title. When you see a color you
like, select it.
Text Fill also includes options to apply a gradient or a
texture to a title.
90. Format titles
Create a chart
To make font changes,
such as making the font
larger or smaller—or to
change the font face—
click Home, and then go
to the Font group.
Or you can make the same formatting changes by using
the Mini toolbar.
The toolbar appears in a faded fashion after you select
the title text. Point at the toolbar and it becomes solid,
and then you can select a formatting option.
91. Format individual columns
Create a chart
There is still more that
you can do with the
format of the columns in
your chart.
In the picture, a shadow effect has been added to each
of the columns (an offset diagonal shadow is behind
each column).
92. Format individual columns
Create a chart
Here’s how to add a
shadow effect to
columns.
1. Click one of Giussani’s columns. That will select all
three columns for Giussani (known as a series).
2. On the Format tab, in the Shape Styles group, click
the arrow on Shape Effects.
93. Format individual columns
Create a chart
Here’s how to add a
shadow effect to
columns.
3. Point to Shadow, and then rest the pointer on the
different shadow styles in the list.
4. You can see a preview of the shadows as you rest
the pointer on each style. When you see one you like,
select it.
94. Format individual columns
Create a chart
The Shape Styles group
offers plenty of other
great formatting options
to choose from.
For example, Shape Effects offers more than just
shadows. You can add bevel effects and soft edges to
columns, or even make columns glow.
You can also click Shape Fill to add a gradient or a texture
to the columns, or click Shape Outline to add an outline
around the columns.
95. Add your chart to a PowerPoint presentation
Create a chart
When your chart looks
just the way you want
and it’s ready for a
debut, you can easily
add it to a Microsoft
Office PowerPoint®
presentation.
Here’s how it works.
1. Copy the chart in Excel.
2. Open PowerPoint 2007.
3. On the slide you want the chart to be on, paste the
chart.
96. Add your chart to a PowerPoint presentation
Create a chart
When your chart looks
just the way you want
and it’s ready for a
debut, you can easily
add it to a Microsoft
Office PowerPoint®
presentation.
Here’s how it works.
4. In the chart’s lower-right corner, the Paste Options
button appears. Click the button.
Now you’re ready to present your chart.
97. Suggestions for practice
1. Change the look of a chart.
2. Try out a color scheme by using a theme.
3. Format the chart title.
4. Format a column.
5. Format other areas of the chart.
6. Add your chart to a PowerPoint presentation.
7. Bonus exercises: Make a pie chart, and save your chart as a template.
Create a chart
Online practice (requires Excel 2007)
98. Test 2, question 1
If you don’t see all the color options you want for your chart
in the Chart Styles group on the Design tab, you have another
way to get more colors. (Pick one answer.)
Create a chart
1. True.
2. False.
99. Test 2, question 1: Answer
True.
Create a chart
You can pick other colors by selecting a theme. Click the Page Layout tab, and
then click Colors in the Themes group. Remember that the colors from the
themes will be applied to other elements in the worksheet such as a table or cell
styles.
100. Test 2, question 2
What do you do first to add an Excel chart to a PowerPoint
2007 presentation? (Pick one answer.)
Create a chart
1. Click the Data tab.
2. Click the Insert tab.
3. Copy the chart.
102. Excel 2007
• This tutorial will explain the differences between
Excel 2003 and 2007 by comparing the Menus and
toolbars in Excel 2003 with the MS Office Button
and Ribbon in 2007.
• There will also be an explanation of new features
exclusive to Excel 2007
103. The New Workbook Page
• When you open either version of Excel, a new blank
Workbook page appears.
• Revisions in Office 2007 have created major
changes in the layout of this display
• The major differences between the two displays are
seen here.
105. MS Office Button, the Quick
Access Toolbar,
& The Ribbon
• The MS Office Button, Quick Access Toolbar and
the Ribbon replace the Menu, Standard and
Formatting Toolbars in Excel 2003.
106. The MS Office Button
• The MS Office Button is a New
Feature of Excel 2007.
• This button is the access point for:
– Creating New Excel Workbooks
– Opening
– Saving
– Printing
– Closing
• This Button replaces the File
Menu
107. The MS Office Button
• The MS Office Button also houses
– Recently Opened presentations
– Convert converts Excel files into the
2007 Format
– Prepare to finalize presentations for
distribution
– Send which distributes presentations
through facsimile or email
– Publish to distribute a presentation
to a server, blog, or shared
workspace
– Excel Options (previously located
under the Tools Menu)
108. Quick Access Toolbar
• Located next to the MS Office
Button, the Quick Access
Toolbar offers one-click access
to the most widely used office
functions.
• By default, there are 3 buttons
Save, New, and Open.
• Click on the arrow next to the
toolbar, to open the customize
Menu
• Click the checkbox next to each
feature to add and more options
to the toolbar
• This is a New Feature
109. Menus and Toolbars -
2003
• In Excel 2003, different functions within Excel are accessed
through the Menu Bar, Standard Toolbar, the Formatting
Toolbar, and the Formula Bar
Formula Bar Formatting ToolbarStandard Toolbar
Menu Toolbar
110. Menus and Toolbars -
2007
• Office 2007 is arranged differently. All Menus are located
within tabs on a Menu bar called the Ribbon
• The three parts of the Ribbon are Tabs, Groups, &
Commands.
111. The Ribbon
Commands: Buttons, boxes or
Menus relating to specific
functions within Excel
Tabs: 8 tabs representing
common related activities
Groups: Sections containing
Related items or tasks
Formula Bar: Shows Excel
Formulas
112. Help
• In Office 2007, there is not a Help Menu. Instead,
each item on the ribbon has an expanded balloon
that explains the feature or option.
• In some cases, the F1 Button is also available. This
opens a new window with an definition and an
expanded explanation of how to use the feature or
option
115. New and Open
• New – Opens New
Workbook
• Open – Opens the browse
function so you can open
an existing Workbook (You
may also open a
Workbook by clicking on
the Workbook name in
Recent Workbooks)
116. Convert & Save
• Convert - Converts older Excel
files into the 2007 Format
• Save – Saves presentations
• Save As – Saves presentation
with another name or presentation
extension.
• You MUST save presentations in
Excel 97-2003 format to open
them in older versions of Excel
117. Print
• Print – Prints Workbook and offers
a Menu to make adjustments to the
print function (i.e. # of copies)
• Quick Print – Sends Workbook
directly to printer
• Print Preview - Shows you what
the Workbook will look like prior to
printing
118. Prepare
• Prepare – Prepares the Workbook
for distribution. There are several
functions within this Menu
– Properties: Feature previously
located in the File Menu in 2003
– Inspect Workbook: This is a New
Feature
– Encrypt Workbook: Feature
previously located in the Security tab
of the Options Menu in 2003
119. Prepare
– Restrict Permission: Feature
previously located in the File
Menu in 2003
– Add Digital Signature: Feature
previously located in the Security
tab of the Options Menu in 2003
– Mark as Final: This feature
previously located in the Track
Changes tab of the Options Menu
in 2003
120. Prepare
– The Run Compatibility Checker
checks to see if a feature used in
the Excel 2007 Workbook is
compatible with earlier versions of
Excel in case the Workbook
needs to be saved in an earlier
format
122. Publish
• Excel Services: This is a New Feature,
saves workbook on an online browser
• Workbook Management Server: This is a
New Feature, and it replaces the
File>Save as step, by sending the
Workbook directly to Document
Management server
• Create Document Workspace: Creates a
separate, online workspace for the a Excel
Workbook and all related office (i.e.
PowerPoint, Word) Documents related to
that Workbook. This feature was originally
located in the Shared Workspace Task
Pane in Excel 2003
124. Excel Options
• Excel Options – Opens the
Options Menu previously
located on the Tools Menu.
These options have changed
significantly in 2007, so take a
minute to look over the
changes
126. Excel Options
• There are 9 categories of PowerPoint
Options:
1. Popular
2. Formulas
3. Proofing
4. Save
5. Advanced
6. Customize
7. Add-Ins
8. Trust Center
9. Resources
127. Popular
• Top Options for Excel: This is a
New Feature. Choose options by
clicking the checkboxes
• Options for Workbooks: Set default
font and font size, number of sheets,
and view
• Personalize your copy of MS
Office: Replaces the User
Information tab on the Excel 2003
Options Menu
• Language Settings replaces the Set
Language option on the Excel 2003
Tools Menu
128. Formulas
• Calculation Options: Set to
Automatic by default, this menu
replaces the Calculations tab in Excel
2003
• Working With Formulas: Replaces
Formula Settings on the General tab
• Error Checking & Error Checking
Rules: Automatically checks for
errors in formulas. Replaces the Error
Checking tab
129. Proofing
• AutoCorrect Options replaces
the AutoCorrect tab on the
Excel 2003 Tools Menu
• Spelling and Grammar
Options replace the Spelling
and Grammar tab on the Excel
2003 Options Menu
130. Save
• Save Workbooks
replaces the Save tab
on the Excel 2003
Options Menu
• Click Save in this
Format to change the
file type to Excel 97-
2003 Workbook. This
way, all of your
Workbooks can be
edited in both Excel 2003
and 2007.
131. Advanced
• The Advanced Tab has
several options, scroll
down to view all of them
• Editing Options and Cut,
Copy & Paste replace the
Edit tab on the Excel 2003
Options Menu
132. Advanced
• Show Workbook Content
replaces the View tab on
the Excel 2003 Options
Menu
• Display replaces functions
found under both the View
and General tabs on the
Excel 2003 Options Menu
•
134. Add-Ins
• Add-Ins are customizable by
user
• There are lists of both active
and inactive Add-In
• To activate an Add-In, choose
from the Manage drop down
Menu at the bottom of the page
• Click Go
• Check the options that you
want to Add-In and click Ok
135. Trust Center
• The Trust Center allows
you to choose security
settings for your
Workbooks.
• There are several tutorials
that can be accessed by
clicking on the links
136. Resources
• The Resources Page is a
one-stop location for
– Downloading updates,
– Troubleshooting software
problems
– Help online
138. Key Tips
• Key Tips are shortcuts to Tab and Menu options on the
Ribbon. This is a New Feature
• Push the alt key to show the Key Tips, then push the
corresponding letter on the keyboard to activate the Key
Tip.
139. The Ribbon
• As Noted earlier, the Ribbon is broken up into he three
parts: Tabs, Groups, & Commands.
– Tabs: 8 tabs representing common related activities
– Groups: Sections containing Related items or tasks
– Commands: Buttons, boxes or Menus relating to specific
functions within Excel
140. The Ribbon Tabs
1. Home: Popular Excel options found on the Standard and
Formatting Toolbars in Excel 2003
2. Insert: Items associated with the Insert Menu
3. Page Layout: Items relating to how a Workbook is set up before
any text is typed on the screen
4. Formulas: Functions found Insert/Formulas Menu.
5. Data: Database functions of Excel
6. Review: Options for Proofing, Comments, Tracking Changes and
Workbook protection
7. View: Options for how you see Workbooks on the screen
8. Add-ins: Converts Workbook to Flash Paper format
141. The Home Tab
• Clipboard Group: Options to cut, copy and paste text, plus the Format
Painter. This group replaces the cut, copy and paste options on the
Standard Toolbar and in the Edit Menu in Excel 2003
– Additional Paste Functions are activated by clicking on the arrow. These include
Paste Special and Paste as Hyperlink options.
– Click on the arrow on the Clipboard Command, to open the Clipboard task pane.
Up to 24 items can be saved on the Clipboard
142. The Home Tab
• The Font Group: Options to edit fonts, font colors and font
sizes & font styles. It replaces the font formatting functions on
the Formatting Toolbar and under the Format Menu in Excel
2003
– The Font Menu is accessed by clicking on the arrow on the Font
Command bar
143. The Home Tab
• The Alignment Group: Options for text alignment, cell
alignment, indentation, text orientation, text wrapping, and
merge & center text.
• Click the arrow on the Alignment Command Bar to open the
Format Cells Menu.
• These options were located on the Format/Cell menu in Excel
2003
144. The Home Tab
• The Number Group: Options for formatting numeric values
including; currency ($), percentage (%), and decimal
placement (.00),
• Click the arrow on the Number Command Bar to open the
Format Cells Menu.
• These options were located on the Format/Cell menu in Excel
2003
145. The Home Tab
• The Styles Group: Three options to format cells
– Conditional Formatting: The cell format (i.e. text color, font, or other
condition) changes based on changes in cell values. While Conditional
Formatting is not a new feature, the variety of conditional formatting
options is significant.
– Format as Table: This feature replaces the AutoFormat option in Excel
2003. The range of table formats is significant
146. The Home Tab
• The Styles Group: Three options to format cells
– Cell Style: allows you to format individual cells or sections of a
worksheet with a variety of color and font formats. This is a New
Feature.
– Click on the arrows below each function to view the complete variety of
formatting choices
147. The Home Tab
• The Cells Group: Options to insert, delete and format cells,
columns, and rows. These features were found on the Insert and
Edit Menus in Excel 2003
– Insert: Insert a cell, column, row, or worksheet
– Delete: remove a cell, column, row, or worksheet
148. The Home Tab
• Format:
– Format and Lock cells
– Adjust column width
– Adjust row height
– Auto fit text
– Organize (move, copy rename or protect)
worksheets
– Hide or unhide cells, columns, and worksheets
• All of these options were found under the Format
and Edit menus in Excel 2003
149. The Home Tab
• The Editing Group: Options to AutoSum, Copy formatting, Clear, Sort &
Filter, plus Find & Select data. These functions were located on the Edit
and Data Menus, as well as the standard Toolbar in Excel 2003.
– AutoSum: Adds, Averages and counts a column or row of numbers
– Copy Formatting: Copies cell data and formatting into adjacent cells
– Clear: Removes data and formatting from a cell or group of cells
– Sort & Filter: Functions to sort and filter cell, column or row data
150. The Home Tab
• Find & Select: Opens a new menu with
options to Find, Replace and Go To other
areas of the worksheet, plus access to
formulas, Comments, Conditional
Formatting and Data Validation options.
This is a new feature
151. The Insert Tab
• The Tables Group – Inserts Tables into a Workbook
– Pivot Table: Creates a Pivot Table or Pivot Chart from worksheet
data
– Table: Creates a Pre-formatted Table from worksheet data. In prior
versions of Excel, tables were referred to as “Lists”. The table is
created with built-in Sort and Filtering options. This is a New Feature.
– When activating Insert/Table, the Table Tools tab opens
152. Table Tools
• Functions needed to edit & format table data. This is a
New Feature.
– The Properties Group: Table name and options to enlarge
the table area
– The Tools Group: Options to convert table data to Pivot
Table, remove Duplicate Data, and Convert table to a
standard worksheet
153. Table Tools
– The External Table Data Group: Options to export table data,
refresh data added to a table, link and unlink tables, open tables
using an Internet Browser (i.e. Internet Explorer), and revise
table properties.
– The Table Style Options Group: Options to add a header,
footer, or total row to a table, as well as format table columns.
– The Table Styles Group: A series of shading options accessed
by mouse click.
154. The Insert Tab
• The Illustration Group: Inserts images and graphics. It
replaces similar functions on the Insert Menu in Excel 2003
– Picture: Inserts JPEG Images
– Clipart: Insert these types of graphics
– Shapes: Replaces the AutoShapes Menu on the Drawing Toolbar.
Several new shapes have been added to this Menu
155. The Insert Tab
– Smart Art: Similar to Visio, it adds pre-formatted visual icons to
show process or make graphic points. This is a New Feature.
Here’s a tutorial:
http://office.microsoft.com/training/training.aspx?AssetID=RC10177
2971033
• Inserting an image from the illustration group opens the
Picture Tools tab
156. The Picture Tools Tab
• The Picture Tools Tab replaces the Picture Toolbar in Excel 2003.
– The Adjust Group: Edits images brightness, contrast, color, image quality,
replaces images, or resets image back to original settings
– The Picture Styles Group: Adds frames, effects, shadows and shapes to
an image. This is a New Feature.
– The Arrange Group: Formats images that are imbedded within text.
– The Size Group: Edits an images size, and allows an image to be cropped
157. The Insert Tab
• The Charts Group: This feature replaces of the Chart
Wizard in Excel 2003.
• Instead of sorting through the Wizard, users choose a chart
style, this opens the Chart Tools Tab, which offers options
for Chart Design, Chart Layout and Chart Formatting
• This is a New Feature.
158. The Chart Design Tab
• The Type Group: Options to change Chart styles (Step 1 of the
Chart Wizard)
• The Data Group: Options to change data relationships (Step 2)
• The Chart Layout Group: Options to change the Chart layout (Step
3)
• The Chart Styles Group: (Options to edit the colors on a Chart (Step
3)
• The Location Group: Options to place the chart in the workbook
(step 4)
159. The Chart Layout Tab
• The Layout tab replaces the Edit Chart functions on the
Chart Menu in Excel 2003
– The Current Selection Group: Edits the Chart style to match the
formatting of the data page that the chart is referenced from.
– The Insert Group: Inserts an image, text or text box on the chart
– The Labels Group: Edits Chart Labels such as the title, legend,
and data labels.
160. The Chart Layout Tab
• The Layout tab replaces the Edit Chart functions on the
Chart Menu in Excel 2003
– The Axes Group: Sets layout for the horizontal axes and
gridlines
– The Background Group: Sets characteristics for editing the
chart background and Gridlines
– The Analysis Group: Options for analyzing charts.
– The Properties Group: Options for naming a chart
161. The Chart Format Tab
• The Format Tab replaces the Format Chart functions on the
Chart Menu in Excel 2003
– The Current Selection Group: Formats the Chart style to match
the formatting of the data page that the chart is referenced from.
– The Shapes Styles Group: Formats all of the shapes on a chart,
including chart bars
162. The Chart Format Tab
• The Format Tab replaces the Format Chart functions on the
Chart Menu in Excel 2003
– The Word Art Styles Group: Allows users to label charts using
WordArt
– The Arrange Group: Formats chart items for arrangement by
layer, or grouped as one image
– The Size Group: Resizes the chart
163. The Chart Layout Tab
• The Links Group: Places hyperlinks in a Workbook. This
group replaces the same functions found in the Insert Menu
in Excel 2003
164. The Insert Tab
• The Text Group: Adds various text items to a worksheet
including:
– Text Boxes
– Headers and Footers
– WordArt
– Signature Lines
– Objects
– Symbols
• These features were found on the Insert Menu in Excel 2003
165. The Page Layout Tab
• The Themes Group: Similar to Design Templates in
PowerPoint, Themes are a series of designs that for
background color, font color and effects. This is a New
Feature
166. The Page Layout Tab
• The Page Setup Group: Options to set:
– Margins
– Page Orientation (Portrait or Landscape)
– Page Sizes (81/2 X 11, Legal, etc)
– Print Area
– Page Breaks
– Background (Images)
– Print Titles (Print column headings on each page)
167. The Page Layout Tab
• Click on the Page Setup
Command and the Page
Setup Menu Opens,
containing all of the
functions found in the
group.
• These options were found
on the File/Page Setup
Menu in Excel 2003
168. The Page Layout Tab
• The Scale to Fit Group: Resets printing functions to fit a
specific paper length or a number of pages
• Click on the Scale to Fit Command Bar and the Page Setup
menu opens
• This is a new feature
169. The Page Layout Tab
• The Select Options Group: Options to view or print gridlines
and/or column and row headings
• Click on the Select Options Command Bar and the Page
Setup menu opens
• This is a new feature
170. The Page Layout Tab
• The Arrange Group: Arranges images, clipart, shapes and text on a
worksheet
– Bring to Front and Send To Back: Arrange clipart within the space of the
worksheet
– Selection Pane: Arranges objects and comments on a sheet
– Align: Aligns text within cells
– Group: Group and Ungroup a series of objects
– Rotate: Changes the orientation of an object or image
• Options found on the Drawing Toolbar in Excel 2003
171. The Formula Tab
• The Formula Library: This is a quick reference to al of the
different mathematical functions and operations that can be
calculated using Excel
– Insert Function opens the Functions Menu.
– Functions are also broken down into a set of “Books” on the ribbon
which provides access to each function by type. This is a new feature
• Functions were located under the Insert/Function Menu in Excel
2003
172. The Formula Tab
• The Defined Names Group: This feature, used in conjunction
with the database and filtering features of Excel, creates cell
names for use in database filtering
• These options were located on the Insert/Name Menu in Excel
2003
173. The Formula Tab
• The Formula Auditing Group: This section features options to
evaluate and edit complex formulas so that users may locate errors
within formulas
• These options were located under the Tools/Formula Auditing Menu
in Excel 2003
• There is a new feature called the Watch Window, which monitors
the value of cells when changes are made to a worksheet
174. The Formula Tab
• The Calculation Group: This function determines when
formulas are calculated, either automatically (by default) or
manually
175. The Data Tab
• The Get External Data Group: This option replaces the
Tools/Import External Data function in Excel 2003. Data can be
imported from:
– Access
– The Web (Internet)
– Text Files
– Other (External) Sources
– Existing Connections (i.e. documents where spreadsheet data has
been copied and pasted)
176. The Data Tab
• The Connections Group: Updates and refreshes data
imported from external sources (The link to the source must be
in place for this feature to work)
• This is a new feature
177. The Data Tab
• The Sort and Filter Group: Replace the Sort and Filter options
on the Tools menu. Option include
– Sort: (Ascending and Descending)
– Clear Filter: Remove the filter
– Reapply Filter: Return to original filter parameters
– Advanced: Filter with multiple options
178. The Data Tab
• The Data Tools Group: These tools assist in revising and
developing a database. These feature were located on the
Data Menu in Excel 2003
– Text to Columns: Separates text in one column into separate
columns. (i.e. If a column has a full name, this feature will separate it
into columns for the first, middle and last names)
– Remove Duplicates: Deletes duplicate rows from a sheet
179. The Data Tab
– Data Validation: Sets parameters to prevent invalid data from being
entered into cells
– Consolidate: Consolidates data from several worksheets into one
worksheet
– What if Analysis: Lets users try out various values in a worksheet to
determine a specified outcome. Three types:
• Scenario Manager
• Goal Seek
• Data Table
180. The Data Tab
• The Outline Group: Displays by consolidating similar or
grouped items. Three options:
– Group: Ties a range of cells together
– Ungroup: Unties that same range
– Subtotal: adds totals and subtotals to numeric values within a range
• This is a new feature
181. The Review Tab
• The Proofing Group: This group contains potions for revising a
Workbook. These options were previously located on the Standard
Toolbar and the Research Task Pane.
– Spell check
– Research: Dictionary
– Thesaurus
– Translate: Translates English into another language.
182. The Review Tab
• Comments Group: Comments were located on the Insert
Menu in Excel 2003
• Options include: Insert New, Delete, and Skip to Next or Back
to Previous comment
183. The Review Tab
• The Changes Group: Replaces the Protection and Share
Workbook options on the Tools Menu in Excel 2003.
– Protect Workbook and Protect Sheet: Prevents other users from
permanently changing data within a workbook
– Share Workbook: Allows other users to view and change items in a
Workbook
– Track Changes: Allows users to see who has changed a workbook as
well as the changes that were made
184. The View Tab
• The Workbook Views Group: This group replaces the options
found in the View Menu in Excel 2003. There are 4 options:
– Normal: The default view
– Page Layout: One page view as it appears printed
– Page Break Preview: Shows page breaks
– Custom Views: View page based on the margins and settings for that
page
– Full Screen: View worksheet without ribbons or tabs
185. The View Tab
• The Show/Hide Group: This group replaces options found
under the View Menu in Excel 2003
– Ruler: Shows margins and tabs
– Gridlines: Shows a grid pattern over the entire Workbook. Useful with
the formula option on the Insert Tab.
– Formula Bar: Shows formula bar
– Headings: Column and Row heading
– Message Bar: Shows the Message Bar
186. The View Tab
• The Zoom Group: Replaces the Zoom function on the
Standard Toolbar. Options are similar to those found in the
Print Preview function, however this is a New Feature
– Zoom: Opens a Menu of zoom options
– 100%: Increases Workbook to fill screen
– Zoom to selection: Displays selected workbook section
• The Zoom Function is also located at the bottom right of the
Workbook screen
187. The View Tab
• The Window Group: This group allows users to view multiple Workbooks
at the same time.
– New Window: Opens a Workbook in a new Window
– Arrange all: Arranges Workbooks horizontally or vertically.
– Split: Splits the screen so that two different parts or pages of the same
Workbook can be seen at the same time
– Switch Windows: Allows Workbooks windows to change in prominence
188. The View Tab
• The Macros Group: Click on the icon to open the Macro
function for recording or editing a Macro
• Macros were located on the Tools Menu in Excel 2003
189. The Add-Ins Tab
• Add- Ins: This function allows for Workbook to be convert to
flash paper objects
• This function was located on the Acrobat Menu in Excel 2003
190. The Mini Toolbar
• The Mini Toolbar is a
Menu of frequently used
formatting tools that
appears when text is
highlighted in a Excel
Workbook.
• This is a New Feature.
191. Brought to You By..
• Instructional Technology at the University of the
Incarnate Excel
• Terry Peak 829-3920
• tpeak@uiwtx.edu
