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Chapter 15
Creating Charts
Charting Data in Word

• A chart or graph presents data visually.
• A chart depicts numeric data in a graphical
  format.
• If Excel is installed on the system, Excel’s
  tools will be available for creating and
  formatting charts.
• If Excel is not available, Word uses Microsoft
  Graph for creating charts.
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Creating a Chart

• Word enables you to create 11 basic chart types,
  including column, bar, pie, area, and line charts.
• To start inserting a chart, click the
  Chart button in the Illustrations group
  of the Insert tab.
• In the Insert Chart dialog box that appears, click
  the overall chart type in the list at the left and the
  chart subtype in the choices at the right, and then
  click OK.
                                                           4
Creating a Chart




                   5
Creating a Chart

• A sample chart appears, along with an Excel
  spreadsheet containing sample data.
• Type the desired data over the sample data, pressing
  Tab to move between cells.
• To change the chart
  data range to ensure
  that all the data
  you’ve entered is
  included in the chart,
  drag the blue border.
• Close the Excel
  button when you
  finish entering the
  data.
                                                         6
Changing Chart Design

• When you insert or create a chart, the Chart
  Tools Design tab becomes available.




• The choices on the tab enable you to change
  the chart type, edit chart data, change the
  chart layout, or apply a chart style.
                                                 7
Changing the Chart Type

• To begin the process for changing the chart
  type, click the Change Chart Type button in
  the Type group of the Chart Tools Design tab.
• In the Change Chart Type dialog box, click an
  overall chart type in the list at the left and the
  desired chart
  subtype at
  the right,
  and then
  click OK.

                                                       8
Saving a Chart as a Template

• If you spend a lot of time formatting a chart
  and would like to use the same chart again,
  save the chart as a template.
• Click the Save As Template button in the
  Type group of the Chart Tools Design tab.
• Enter a name in the Save Chart Template
  dialog box, and click Save.


                                                  9
Working with Chart Data

• Use the buttons in the Data group of the Chart Tools
  Design tab to adjust the data on which the chart is
  based.
• Click the Edit Data button to reopen the Excel
  worksheet, make the desired data changes, and then
  close the worksheet window.
• Click the Switch Row/Column button to change which
  cells are identified as holding each chart series.




                                                         10
Changing Chart Layout and Style

• Word includes predefined layouts and styles
  that you can apply to a chart.
• Click one of the
  available layouts in
  the Chart Layouts
  group of the Chart
  Tools Design tab.
• You also can click the More button in the
  Chart Layouts group to display more styles,
  and then click the one to apply.
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Checkpoint

• What application, when installed, enables you
  to enter the data for a chart?
• How do you start the process for inserting a
  chart?
• Name at least one chart type you can insert.
• What Ribbon tab offers the choices for
  redesigning a chart?
• What do you do if you think you want to
  reuse a chart that you’ve designed?
                                                  12
Formatting Chart Layout

• When you insert or select a chart, you also
  can use the Chart Tools Layout tab to format
  or modify specific chart elements.



• Also insert chart elements, add labels,
  customize the background, and analysis items
  using the toolbar.
                                                 13
Selecting Chart Elements

• You have to select a chart element to format
  or modify the element.
• Click an element to select it.
• Or, click the Chart Elements
  button in the Current
  Selection group of the Chart
  Tools Layout tab, and then
  click the element to select.

                                                 14
Formatting the Selected Element

• Clicking Format Selection in the Current
  Selection group of the Chart Tools Layout tab
  opens a dialog box with formatting choices
  specific to the selected item.
• Make the formatting
  choices that you want
  in the dialog box, and
  then click Close.


                                                  15
Inserting an Element

• Insert a picture, shape, or text box in a chart
  to enhance the chart information.
• With the chart selected, use the Picture,
  Shapes, or Draw Text box button from the
  Insert group of the Chart Tools Layout tab to
  insert the object.
• After inserting the
  object in the chart,
  size and position it
  as desired.
                                                    16
Adding and Positioning Labels

• Elements of a chart, such as the chart itself or a
  chart axis, can have labels if you prefer to add
  them.
• Use the buttons in the
  Labels group of the
  Chart Tools Layout tab
  to add and position labels
  for chart element.
• Click the button, click
  the position, and then
  type the desired label text.
• Drag a label to finalize its
  position if desired.
                                                       17
Adding a Legend

• A legend identifies each chart series and the
  color used for it on the chart.
• Click the Legend button the Labels group of
  the Chart Tools Layout tab,
  and then click the desired
  legend position.
• Drag the legend to its final
  location on the chart,
  if needed.
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Customizing the Chart Background

• The choices in the Axes, Background, and
  Analysis groups of the Chart Tools Layout
  tab enable you to control elements that appear
  in the chart background area.
• Use any of the buttons to add or remove
  elements, such
  as gridlines that
  help the viewing
  identify series
  values.

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Checkpoint

• What Ribbon tab holds the choices for formatting
  chart elements?
• Name one method for selecting a chart element.
• Name one type of element you can insert on a chart
  to illustrate chart information.
• Describe generally how to add and position a chart
  label.
• What do you display on a chart to identify the color
  used for each series?
                                                         20
Changing Chart Formatting

• When a chart is inserted or selected, the Chart
  Tools Format tab also becomes available.




• Apply a predefined style to a shape or a
  WordArt style to text.
• Also use tab options to arrange and size the
  chart.
                                                    21
Applying Shape Styles

• Use the choices in the Shape Styles group of
  the Chart Tools Format tab to apply
  formatting to a selected chart object or even a
  selected series on the chart.
• Select the object to format, then use the
  desired button in the group to apply
  formatting.



                                                    22
Applying WordArt Styles

• To apply a style to
  chart text, first use
  the Chart Element
  button in the Current
  Selection group
  (also found on the
  Chart Tools Format
  tab) to select the
  item to format.
• Then use the choices
  on the WordArt
  Styles group of the
  tab to apply the
  style.

                          23
Arranging a Chart

• Use the choices in the
  Arrange group of the
  Chart Tools Format tab to
  make such adjustments as
  choosing a position for the
  chart on the page or
  controlling how text
  wraps around the chart.
• Select the chart, and then
  apply the desired choices
  from the Arrange group.
                                24
Sizing a Chart

• Drag a handle on the selected chart to change
  its size.
• Or, make a precise entry in the Shape Height
  or Shape Width box in the Size group of the
  Chart Tools Format tab to specify a precise
  chart size.




                                                  25
Checkpoint

• What is the third Ribbon tab that appears when you
  create or select a chart?
• Name at least three items (text or other) to which
  you can apply a style.
• Name at least one arrangement setting you can
  change for a chart.
• Name one way to size a chart.




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Wrap Up

• A chart illustrates numerical data   • You can change the chart type
  in a document.                         and data after creating the chart,
• Use the Chart button in the            if needed.
  Illustrations group of the Insert    • Apply a different layout or style
  tab to start the process for           to the chart overall.
  inserting a chart.                   • Select a chart element to change
• Select an overall chart type and       its formatting.
  then a subtype.                      • Display and position labels as
• Enter the data in the Excel            needed.
  worksheet that appears.              • Format other chart elements,
• Three Chart Tools tabs appear          making such changes as applying
  when you insert or select a chart.     styles.




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