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Charts and Graphs for Microsoft

Office Excel

2007

or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise,

without written permission from the publisher. No patent liability is assumed with respect

to the use of the information contained herein. Although every precaution has been taken in

the preparation of this book, the publisher and author assume no responsibility for errors or

omissions. Nor is any liability assumed for damages resulting from the use of the informa-

tion contained herein.

International Standard Book Number: 0-7897-3610-1

Library of Congress Cataloging-in-Publication Data

Jelen, Bill.

Charts and graphs for Microsoft Office Excel 2007 / Bill Jelen.

p. cm.

ISBN 0-7897-3610-1

1. Microsoft Excel (Computer file) 2. Business—Computer

programs. 3. Electronic spreadsheets. 4. Charts, diagrams, etc.—

Computer programs. I. Title.

HF5548.4.M523J447 2007

005.54—dc22

2007004763

Printed in the United States of America

First Printing: April 2007

10090807 4321

Trademarks

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been appropriately capitalized. Que Publish-ing cannot attest to the accuracy of this infor-

mation. Use of a term in this book should not be regarded as affecting the validity of any

trademark or service mark.

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Every effort has been made to make this book as complete and as accurate as possible, but

no warranty or fitness is implied. The information provided is on an “as is” basis. The

author and the publisher shall have neither liability nor responsibility to any person or entity

with respect to any loss or damages arising from the information contained in this book or

from the use of the CD or programs accompanying it.

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Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Choosing the Right Chart Type  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Using Excel as Your Charting Canvas  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
This Book’s Objectives  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
A Note About Bugs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Special Elements in This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Next Steps  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
1 Introducing Charts in Excel 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
What’s New in Excel 2007 Charts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
New Charting Tools and Menus  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Using the Insert Tab to Select a Chart Type  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Using the Expand Icon to Access a Gallery of All Chart Types  . . . . . . . . . . . . . . . . . . . .10
Understanding the Chart Thumbnail Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Using Gallery Controls  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Creating a Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Selecting Contiguous Data to Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Selecting Noncontiguous Data to Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Creating a Chart by Using the Insert Ribbon Icons  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Creating a Chart with One Keystroke  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Working with Charts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Moving a Chart Within the Current Worksheet  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Locating a Chart at the Top of Your Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Reversing the Series and Categories of a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Changing the Data Sequence by Using Select Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Leaving the Top-Left Cell Blank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Moving a Chart to a Different Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Customizing a Chart by Using the Design Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Choosing a Chart Layout  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Choosing a Color Scheme  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Modifying a Color Scheme by Changing the Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Creating Your Own Theme  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Choosing Effects for a Custom Theme from an Existing Theme  . . . . . . . . . . . . . . . . . .29
Understanding RGB Color Codes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Converting from Hexadecimal to RGB  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Finding Complementary Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Specifying a Theme’s Colors  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Specifying a Theme’s Fonts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Saving a Custom Theme  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Using a Custom Theme on a New Document  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Sharing a Theme with Others  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Next Steps  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

2 Customizing Charts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Accessing Element Formatting Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Identifying Chart Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Chart Labels and Axis  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Special Elements in a 3-D Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Analysis Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Formatting Chart Elements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Formatting a Chart Title . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Formatting an Axis Title  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Formatting a Legend  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Adding Data Labels to a Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Adding a Data Table to a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Formatting Axes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Using a Date-Based Axis to Represent Time  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Displaying and Formatting Gridlines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Formatting the Plot Area  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Creating a Custom Gradient  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Formatting the Chart Walls and Floor of a 3-D Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Controlling 3-D Rotation in a 3-D Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Forecasting with Trendlines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Adding Drop Lines to a Line or Area Chart  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Adding Up/Down Bars to a Line Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Showing Acceptable Tolerances by Using Error Bars  . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Formatting a Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
Formatting a Single Data Point  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Using the Format Ribbon  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Converting Text to WordArt  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Using the Shape Styles Gallery  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Using the Shape Fill and Shape Effects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Using Preset Shape Effects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Replacing Data Markers with Clip Art or Shapes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Using Clip Art as a Data Marker  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Using a Shape in Place of a Data Marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Creating a Chart Template  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Next Steps  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
3 Creating Charts That Show Trends  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Choosing a Chart Type  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Understanding a Date-Based Axis Versus a Category-Based Axis  . . . . . . . . . . . . . . . . . . . .84
Accurately Representing Data Using a Time-Based Axis . . . . . . . . . . . . . . . . . . . . . . . . .84
Converting Text Dates to Dates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86
Comparing Date Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Dates Not Recognized as Dates: Numeric Years  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92
Dates Not Recognized as Dates: Dates Before 1900  . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Charts and Graphs for Microsoft Office Excel 2007
iv