TARGET AUDIENCE
Our Charting with Microsoft Excel course is suitable for those with a working knowledge of Excel and familiarity of charts.
PRE-REQUISITE
Attendance of Excel Intermediate to Advanced or equivalent experience.
COURSE OBJECTIVES
- At the end of this course you will have a greater understanding of charting concepts, shortcuts and fine tuning.
- You will learn more advanced techniques for chart layout tabs and chart formatting options & types.
- Armed with all of this you will have greater competence at producing more comprehensive Excel charts based on your working data.
COURSE CONTENT
Excel Charting Concepts
Understanding chart terminology
- Identifying chart elements (such as like plot area, chart area, gridlines, and legends)
- Selecting the right chart type
- Understanding the Ribbon and the Design, Layout, and Format tabs
Creating Basic Charts Quickly
- Selecting data to display as a chart
- Creating charts instantly with shortcuts
- Creating presentation-ready charts with just a few adjustments
- Creating graphic-in-cell charts with Sparklines
Fine-Tuning Charts with Design Tab Choices
- Switching rows and columns for a different view of the data
- Setting a default chart type and creating a template
- Dealing with empty and hidden cells
- Choosing a chart style from 48 colourful variations
- Changing the location of a chart
- Moving and resizing a chart
Layout Tab Options
Inserting Pictures, Shapes, and Text Boxes
- Using pictures as chart elements
- Adding shapes and arrows
- Adding floating text and text boxes
Adding Titles, Labels, and Legends
- Adding and editing chart titles
- Adding horizontal and vertical titles
- Linking titles to content
- Showing different scales
- Specifying the position of tick marks and axis labels
- Changing the numeric format on labels
- Adding, editing, and removing legends
- Adding and editing data labels
- Showing the source of a chart’s data
Using Axes and Gridlines
- Modifying axis scaling
- Working with gridlines
Using the Analysis Tools
- Analyzing existing and future data with trendlines
- Adding drop lines
- Adding high-low lines and up-down bars
- Adding error bars
Format Options
Adding Shapes and WordArt Styles
- Selecting shape fill and outline
- Adding shape effects
- Applying WordArt styles
Using Other Formatting Tools
- Formatting lines and borders
- Filling an area with a colour gradient
- Specifying line style and weight
- Working with chart text
- Changing the rotation of chart text
Adjusting Specific Chart Types
- Column, line and pie charts
- Area, stock, and XY charts
- Doughnut, bubble, and radar charts
- Creating a Waterfall chart
Changing a Chart’s Data Source
- Pasting new data into a chart
- Creating charts from multiple data sources
- Adding new data using a table
Printing and Sharing Charts
- Printing charts
- Copying and linking charts with Word and PowerPoint