Charts and Graphs for Microsoft Office Excel 2007

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  • Edition: 1st
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  • Copyright: 2007-04-24
  • Publisher: Que Pub
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<>It is easy to create a bad looking chart in Excel. This book teaches you how to unlock the beautiful formatting options available to make incredible looking charts. The first section will talk about how to decide which chart type to use. Subsequent chapters will walk through each chart type, how to create them, how to utilize them, and special options available for each chart. The book discusses themes, colors, creating metallic charts, shadows, transparency, etc. The book also handles anything graphical in Excel. It will show the new In-Cell Data Bar charts available in Excel 2007. A section will talk about creating business flowcharts with IGX Graphics and how to display product pictures in Excel, and a section on VBA will cover creating 100's of charts using the macro language. "More than a how-to and reference, this book also provides the why-tos and when-tos, with serious consideration given to layout best practices and design possibilitiesa very well-rounded resource." Kathy Villella, CEO, PowerFrameworks.com Implementing1-Click Charting IncorporatingDrag & DropandDynamicCharts CreatingAmazingEffects UsingCharting TemplatesandMacros MasteringGlow,Shadow,Sparklines,Dashboards, and More EliminatingChart Junk Structuring Spreadsheets withBusiness Diagrams,SmartArtGraphics, andPivotCharts DevelopyourChartingexpertiseinstantlywith proventechniques After 15 years with no updates to the Excel charting engine, Microsoft has provided a complete rewrite of the chart rendering engine in Excel 2007. However, no amount of soft glow or glass bevel effects will help you communicate your point if you use the wrong chart type. This book helps you choose the right charting type and shows you how to make it look great. This book shows you how to coax Excel to create many charts you might not have believed were possible. Yours"ll learn techniques that allow you to ditch the Microsoft defaults and actually create charts that communicate your point. Yours"ll learn why the Excel stock charts are so restrictive and how you can easily turn any line chart into a stock chartwithout any limitations. Yours"ll also learn how to add invisible series to make columns float in midair. Learn how to create charts right in Excel cells using the new Excel 2007 data barsor even the decades-old REPT function! In no time, this book will have you creating charts that wow your audience and effectively communicate your message. Master effective visual display of data Choose the right chart type to convey your message Learn time-saving workarounds Create charts that most people think you canrs"t create with Excel Understand what a Radar chart is and when you might use it Summarize a million rows of data in a single pivot table chart Present data graphically without charts Employ SmartArt graphics to show process or relationship charts <

Author Biography

Bill Jelen is MrExcel! He is principal behind the leading Excel website, MrExcel.com. He honed his Excel wizardry during his 12-year tenure as a financial analyst for a fastgrowing public computer firm. Armed with only a spreadsheet, he learned how to turn thousands of rows of transactional data into meaningful summaries in record time. He is an accomplished author of books on Excel and is a regular guest on The Lab on TechTV Canada. You can find Bill at your local accounting group chapter meeting entertaining audiences with his humorous and informative Power Excel seminar. His website hosts more than 12 million page views annually.

Table of Contents

Introductionp. 1
Choosing the Right Chart Typep. 2
Using Excel as Your Charting Canvasp. 3
This Book's Objectivesp. 4
A Note About Bugsp. 5
Special Elements in This Bookp. 5
Next Stepsp. 6
Introducing Charts in Excel 2007p. 7
What's New in Excel 2007 Chartsp. 7
New Charting Tools and Menusp. 8
Using the Insert Tab to Select a Chart Typep. 9
Using the Expand Icon to Access a Gallery of All Chart Typesp. 10
Understanding the Chart Thumbnail Iconsp. 10
Using Gallery Controlsp. 13
Creating a Chartp. 14
Selecting Contiguous Data to Chartp. 14
Selecting Noncontiguous Data to Chartp. 15
Creating a Chart by Using the Insert Ribbon Iconsp. 15
Creating a Chart with One Keystrokep. 17
Working with Chartsp. 17
Moving a Chart Within the Current Worksheetp. 17
Locating a Chart at the Top of Your Datasetp. 19
Reversing the Series and Categories of a Chartp. 20
Changing the Data Sequence by Using Select Datap. 21
Leaving the Top-Left Cell Blankp. 23
Moving a Chart to a Different Sheetp. 24
Customizing a Chart by Using the Design Ribbonp. 25
Choosing a Chart Layoutp. 25
Choosing a Color Schemep. 26
Modifying a Color Scheme by Changing the Themep. 27
Creating Your Own Themep. 28
Choosing Effects for a Custom Theme from an Existing Themep. 29
Understanding RGB Color Codesp. 30
Converting from Hexadecimal to RGBp. 30
Finding Complementary Colorsp. 31
Specifying a Theme's Colorsp. 32
Specifying a Theme's Fontsp. 33
Saving a Custom Themep. 34
Using a Custom Theme on a New Documentp. 35
Sharing a Theme with Othersp. 35
Next Stepsp. 35
Customizing Chartsp. 37
Accessing Element Formatting Toolsp. 37
Identifying Chart Elementsp. 38
Chart Labels and Axisp. 38
Special Elements in a 3-D Chartp. 40
Analysis Elementsp. 40
Formatting Chart Elementsp. 41
Formatting a Chart Titlep. 42
Formatting an Axis Titlep. 44
Formatting a Legendp. 45
Adding Data Labels to a Chartp. 48
Adding a Data Table to a Chartp. 50
Formatting Axesp. 51
Using a Date-Based Axis to Represent Timep. 56
Displaying and Formatting Gridlinesp. 59
Formatting the Plot Areap. 61
Creating a Custom Gradientp. 63
Formatting the Chart Walls and Floor of a 3-D Chartp. 65
Controlling 3-D Rotation in a 3-D Chartp. 66
Forecasting with Trendlinesp. 68
Adding Drop Lines to a Line or Area Chartp. 71
Adding Up/Down Bars to a Line Chartp. 72
Showing Acceptable Tolerances by Using Error Barsp. 72
Formatting a Seriesp. 73
Formatting a Single Data Pointp. 74
Using the Format Ribbonp. 74
Converting Text to WordArtp. 74
Using the Shape Styles Galleryp. 74
Using the Shape Fill and Shape Effectsp. 75
Using Preset Shape Effectsp. 76
Replacing Data Markers with Clip Art or Shapesp. 77
Using Clip Art as a Data Markerp. 77
Using a Shape in Place of a Data Markerp. 78
Creating a Chart Templatep. 79
Next Stepsp. 79
Creating Charts That Show Trendsp. 81
Choosing a Chart Typep. 81
Understanding a Date-Based Axis Versus a Category-Based Axisp. 84
Accurately Representing Data Using a Time-Based Axisp. 84
Converting Text Dates to Datesp. 86
Comparing Date Systemsp. 88
Dates Not Recognized as Dates: Numeric Yearsp. 92
Dates Not Recognized as Dates: Dates Before 1900p. 93
Using a Workaround to Display a Time-Scale Axisp. 98
Converting Dates to Text to Add a Decorative Chart Elementp. 100
Kyle Fletcher: Using a Decorative Element in a Chartp. 101
Using a Chart to Communicate Effectivelyp. 104
Using a Long, Meaningful Title to Explain Your Pointp. 104
Highlighting One Columnp. 108
Replacing Columns with Arrowsp. 109
Highlighting a Section of Chart by Adding a Second Seriesp. 110
Changing Line Type Midstreamp. 111
Adding an Automatic Trendline to a Chartp. 113
Showing a Trend of Monthly Sales and Year-to-Date Salesp. 115
Understanding the Shortcomings of Stacked Column Chartsp. 116
Using a Stacked Column Chart to Compare Current Sales to Prior-Year Salesp. 117
Shortcomings of Showing Many Trends on a Single Chartp. 118
Using a Scatter Plot to Show a Trendp. 119
Next Stepsp. 120
Creating Charts That Show Differencesp. 121
Comparing Entitiesp. 121
Using Bar Charts to Illustrate Item Comparisonsp. 122
Adding a Second Series to Show a Time Comparisonp. 123
Subdividing a Bar to Emphasize One Componentp. 125
Showing Component Comparisonsp. 126
Using Pie Chartsp. 128
Switching to a 100% Stacked Column Chartp. 134
Using a Doughnut Chart to Compare Two Piesp. 135
Dealing with Data Representation Problems in a Pie Chartp. 137
Creating a Pie of Pie Chartp. 142
Using a Waterfall Chart to Tell the Story of Component Decompositionp. 144
Creating a Waterfall Chartp. 144
Next Stepsp. 146
Creating Charts That Show Relationshipsp. 147
Comparing Two Variables on a Chartp. 147
Using XY Scatter Charts to Plot Pairs of Data Pointsp. 148
Adding a Trendline to a Scatter Chartp. 149
Adding Labels to a Scatter Chartp. 150
Joining the Points in a Scatter Chart with Linesp. 152
Adding a Second Series to an XY Chartp. 153
Drawing with a Scatter Chartp. 155
Using Charts to Show Relationshipsp. 156
Testing Correlation Using a Scatter Chartp. 157
Using Paired Bars to Show Relationshipsp. 159
Comparing the Relationship Between Discount and Salesp. 162
Kathy Villella: Comparing Three Variables with a Paired Bar Chartp. 165
Using Paired Matching Chartsp. 167
MAD Magazine: Creating a Paired Comparison Chartp. 168
Adding a Third Dimension with a Bubble Chartp. 170
Using a Frequency Distribution to Categorize Thousands of Pointsp. 172
Using Radar Charts to Create Performance Reviewsp. 176
Manoj Sharma: Radar Chartsp. 178
A Chart from Gene Zelaznyp. 180
Gene Zelazny: Zelazny Chartp. 180
Using Surface Charts to Show Contrastp. 183
Using the Depth Axisp. 185
Controlling a Surface Chart Through 3-D Rotationp. 185
Next Stepsp. 185
Creating Stock Analysis Chartsp. 187
Overview of Stock Chartsp. 187
Line Chartsp. 187
OHLC Chartsp. 188
Candlestick Chartsp. 189
Obtaining Stock Data to Chartp. 189
Rearranging Columns in the Downloaded Datap. 191
Dealing with Splits Using the Adjusted Close Columnp. 191
Creating a Line Chart to Show Closing Pricesp. 193
Adding Volume as a Column Chart to the Line Chartp. 194
Creating OHLC Chartsp. 197
Producing a High-Low-Close Chartp. 197
Creating an OHLC Chartp. 202
Adding Volume to a High-Low-Close Chartp. 203
Creating Candlestick Chartsp. 209
Changing Colors in a Candlestick Chartp. 210
Adding Volume to a Candlestick Chartp. 210
Manually Creating a Candlestick Chart with Volumep. 211
Creating a Candlestick Stock Chart Showing Volume and a Competitorp. 213
Creating a Live Chart by Using a Web Connectionp. 216
Making Charts Small for Use in Dashboardsp. 219
Next Stepsp. 221
Advanced Chart Techniquesp. 223
A Tool Chest of Advanced Charting Techniquesp. 223
Mixing Two Chart Types on a Single Chartp. 223
Moving Charts from One Worksheet to Anotherp. 224
Using Shapes to Annotate a Chartp. 225
Making Columns or Bars Floatp. 227
Using a Rogue XY Series to Label the Vertical Axisp. 230
Converting a Series to Gridlinesp. 231
Showing Several Charts on One Chart by Using a Rogue XY Seriesp. 236
Using Multiple XY Series to Create a Trellis Chartp. 241
Creating Dynamic Chartsp. 245
Using the OFFSET Function to Specify a Rangep. 246
Using VLOOKUP or MATCH to Find a Value in a Tablep. 247
Combining INDEX and MATCHp. 249
Using Validation Drop-Downs to Create a Dynamic Chartp. 250
Using Dynamic Ranges in a Chartp. 253
Creating a Scrolling Chartp. 256
Modifying the Scrollbar Example to Show the Last 12 Monthsp. 258
Creating Advanced Chartsp. 259
Thermometer Chartp. 259
Benchmark Chartp. 260
Delta Chartp. 261
Amazing Things People Do with Excel Chartsp. 263
Next Stepsp. 265
Creating and Using Pivot Chartsp. 267
Creating Your First Pivot Chartp. 267
What's New in Excel 2007 Pivot Tablesp. 267
Deciding Which Comes First: The Table or the Chartp. 268
Rules for Preparing Underlying Pivot Datap. 268
Creating Your First Pivot Chartp. 269
Changing the Chart Type and Formatting the Chartp. 271
Adding Additional Series to a Pivot Chartp. 272
Returning to a Pivot Table for Advanced Operationsp. 273
Filtering a Pivot Tablep. 274
Filtering Using a Report Filter Fieldp. 275
Using the Excel 2007 Filters for Axis and Legend Fieldsp. 276
Creating a Chart for Every Customerp. 278
Stratifying Invoice Amountsp. 279
Next Stepsp. 280
Presenting Data Visually Without Chartsp. 281
Creating Charts in the Worksheet Cellsp. 281
Using Data Bars to Create In-Cell Bar Chartsp. 282
Customizing Data Barsp. 282
Controlling the Size of the Smallest/Largest Barp. 284
Showing Data Bars for a Subset of Cellsp. 286
Using Color Scales to Highlight Extremesp. 288
Converting to Monochromatic Data Barsp. 288
Troubleshooting Color Scalesp. 290
Using Icon Sets to Segregate Datap. 290
Setting Up an icon Setp. 291
Moving Numbers Closer to Iconsp. 292
Reversing the Sequence of Iconsp. 293
Creating a Chart Using Conditional Formatting in Worhsheet Cellsp. 293
Creating a Chart Using the REPT Functionp. 296
Creating a Chart Using Scrollbar Controlsp. 297
Creating Stem-and-Leaf Plotsp. 301
Creating a Stem-and-Leaf Plot with X's as the Leavesp. 301
Creating a Stem-and-Leaf Plot with Digits as the Leaves Using a Long Formulap. 303
Creating a Stem-and-Leaf Plot with Digits as the Leaves Using Sorting and Formulasp. 304
Next Stepsp. 306
Presenting Your Excel Data on a Map Using Microsoft MapPointp. 307
Plotting Data Geographicallyp. 307
Building a Map in Excelp. 308
Using a Chart on a Mapp. 312
Using Other Map Styles to Illustrate Datap. 314
Mapping Your Customersp. 315
Next Stepsp. 316
Using SmartArt Graphics and Shapesp. 317
Understanding SmartArt Graphics and Shapesp. 317
Using SmartArtp. 318
Elements Common Across Most SmartArtp. 319
A Tour of the SmartArt Categoriesp. 320
Inserting SmartArtp. 321
Micromanaging SmartArt Elementsp. 324
Controlling SmartArt Shapes from the Text Panep. 326
Adding Images to SmartArtp. 328
Special Considerations for Organization Chartsp. 329
Using Limited SmartArtp. 332
Choosing the Right Layout for Your Messagep. 333
Exploring Business Charts That Use SmartArt Graphicsp. 334
Illustrating a Pro/Con Decision by Using a Balance Chartp. 334
Illustrating Growth by Using an Upward Arrowp. 334
Showing an Iterative Process by Using a Basic Cycle Layoutp. 335
Showing a Company's Relationship to External Entities by Using a Diverging Radial Diagramp. 335
Illustrating Departments Within a Company by Using a Table List Diagramp. 336
Adjusting Venn Diagrams to Show Relationshipsp. 336
Understanding Labeled Hierarchy Chartsp. 337
Using Other SmartArt Layoutsp. 338
Using Shapes to Display Cell Contentsp. 339
Working with Shapesp. 341
Using the Freeform Shape to Create a Custom Shapep. 341
Using WordArt for Interesting Titles and Headlinesp. 342
Converting SmartArt to Shapes to Allow Dynamic Diagramsp. 343
Next Stepsp. 346
Exporting Your Charts for Use Outside of Excelp. 347
Presenting Excel Charts in PowerPoint or Wordp. 347
Copying a Chart as a Live Chart Linked to the Original Workbookp. 349
Copying a Chart as a Live Chart Linked to a Copy of the Original Workbookp. 350
Copying a Chart as a Picturep. 351
Pasting a Chart as a Linked Objectp. 352
Creating a Chart in PowerPoint and Copying Data from Excelp. 353
Presenting Charts on the Webp. 355
Exporting Charts to Graphicsp. 355
Using VBA to Export Charts as Imagesp. 355
Using Snag-It or OneNote to Capture Chartsp. 356
Converting to XPS or PDFp. 356
Next Stepsp. 356
Using Excel VBA to Create Chartsp. 357
Introducing VBAp. 357
Enabling VBA in Your Copy of Excelp. 358
Enabling the Developer Ribbonp. 358
The Visual Basic Editorp. 358
Visual Basic Toolsp. 359
The Macro Recorderp. 360
Understanding Object-Oriented Codep. 361
Learning Tricks of the VBA Tradep. 361
Writing Code to Handle a Data Range of Any Sizep. 361
Using Super-Variables: Object Variablesp. 363
Using With and End With When Referring to an Objectp. 364
Continuing a Linep. 364
Adding Comments to Codep. 364
Coding for New Charting Features in Excel 2007p. 365
Referencing Charts and Chart Objects in VBA Codep. 365
Creating a Chartp. 366
Specifying the Size and Location of a Chartp. 366
Later Referring to a Specific Chartp. 367
Recording Commands from the Layout or Design Ribbonsp. 369
Specifying a Built-in Chart Typep. 369
Specifying a Template Chart Typep. 372
Changing a Chart's Layout or Stylep. 373
Using SetElement to Emulate Changes on the Layout Ribbonp. 375
Changing a Chart Title Using VBAp. 380
Emulating Changes on the Format Ribbonp. 380
Using the Format Method to Access New Formatting Optionsp. 380
Automating Changes in the Format Series Dialogp. 397
Controlling Gap Width and Series Separation in Column and Bar Chartsp. 398
Moving a Series to a Secondary Axisp. 400
Spinning and Exploding Round Chartsp. 401
Controlling the Bar of Pie and Pie of Pie Chartsp. 403
Setting the Bubble Sizep. 408
Controlling Radar and Surface Chartsp. 409
Using the Watch Window to Discover Object Settingsp. 410
Using the Watch Window to Learn Rotation Settingsp. 413
Exporting a Chart as a Graphicp. 414
Creating a Dynamic Chart in a UserFormp. 414
Creating Pivot Chartsp. 416
Printing a Chart for Each Customerp. 418
Next Stepsp. 421
Knowing When Someone Is Lying to You with a Chartp. 423
Lying with Perspectivep. 423
Lying with Shrinking Chartsp. 425
Lying with Scalep. 426
Lying Because Excel Won't Cooperatep. 426
Lying by Obscuring the Datap. 427
Deliberately Using Charts to Liep. 428
Next Stepsp. 430
A Charting Referencesp. 431
Other Charting Resourcesp. 431
Gene Zelazny: The Guru of Business Chartingp. 431
PowerFrameworks.comp. 432
Booksp. 433
Websites with Charting Tutorialsp. 434
Interactive Trainingp. 434
Live Trainingp. 435
Blogs About Chartingp. 435
Visual Design Storesp. 435
Professional Chart Designersp. 436
Charting Utilities and Productsp. 436
Indexp. 439
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