课程: Excel Essential Training (Microsoft 365)

Creating charts

- [Instructor] On the screen, we're seeing an Excel chart. If you've never worked with this feature in Excel, you might think that's rather difficult. It's going to take some time, doesn't it? No, not really. In fact, many people are surprised by how easy it is to create a chart in Excel. This chart here, which is called a column chart in Excel and by the way, in Excel, we don't use the term graph, we use the term chart, and on the Insert tab up in the ribbon, you see that term charts. We'll be looking at this a bit later. The chart on the right is depicting the data that we see in columns D through I. When you create a chart, you're displaying values, numbers but nearly always when you have data on the screen, you've got a column on the left-hand side and/or a row across the top that helps explain what you're showing. So if we want to create a chart for the data over in columns A and B, we can click and drag to highlight these cells right here. And one of Excel's best shortcuts, you can create a chart immediately with it is after that data is highlighted, press Alt + F1. That's the function key F1, and we get a chart right on the screen. Now that probably needs a little bit of work. We might want to change it, make it look a little more interesting. But look what happens at the top of the screen. Two new contextual tabs, a Chart Design tab, the more important of the two, and a format tab with lots of choices. If there's a problem with charting, perhaps it's the idea that there's so many different changes you could make to the appearance of a chart. But let's go back to this Chart Design tab. This is present any time you click on a chart or after you've just created it. As I slide over these choices here, I'm not clicking, look at what happens to the chart. Surely you'll have a favorite. There's also a drop arrow to the right. There're even more of them. So maybe we like this one. We can always change it quickly and easily. When you create a chart, you probably don't want it sitting on top of your data. You can easily move a chart by clicking and it usually works best this way. Just inside the border, click, hold down that left mouse button and drag. You can resize a chart by dragging one of its corner handles these are called. Hold down the left mouse button and make that wider, taller as you choose. If you want to retain that same ratio of height to width, be holding down the Shift key as you do this. So I might want to make this smaller but keep that same proportion, and when you're ready to size it, let go of the mouse first. Once again, we could move this around. Another technique that could be important in some cases is if you hold down the Alt key as you do this, the borders automatically align with cell boundaries in the background. So in the lower left corner, I'll be dragging this. I can take it anywhere I want, but holding down the Alt key makes those edges line up with the cell boundaries. Be sure to let go of the mouse first. So we can easily create charts. Sometimes you might want to create a chart and have it appear on its own separate sheet. After highlighting the data, I'll highlight this data right here. You can press the function key F11. We'll have a new sheet and the chart's there all by itself. I don't see this being used as often as I did in the past. The advantage, if any, is you're focused on the chart and not on the data, and you have all the tools available by way of the menu system to make changes to the appearance. But I'm going to focus on the chart that's on a worksheet. I'll jump back to that previous sheet where we saw these charts right here. When you do create a chart, you probably would want to change the heading. Now, the word total here isn't bad, but I'm going to click it and type equal and then click on cell A1. That's a large text entry up there. Click there and then enter, and the title pops right in. For some people, the chart they're seeing here gets the job done. That's all they need to do. So you can highlight data, press Alt + F1, maybe change the title, move it around a bit, and you're done. It can be that fast and that easy. In the next movie, we'll talk about different chart types. There are many of them in Excel. The most common chart type we're seeing here on the screen is called clustered column, but it's one of many, many different types that you might consider using.

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