7. Create and manage business graphics


Practice files

For this chapter, use the practice files from the PowerPoint2016SBSCh07 folder. For practice file download instructions, see the introduction.


PowerPoint presentations frequently include slides that describe processes, show hierarchical relationships, and convey specific information based on data. Diagrams and charts are useful in conveying these types of information.

PowerPoint 2016 includes a powerful diagramming feature called SmartArt that you can use to create diagrams directly on slides. By using these dynamic diagram templates, you can produce eye-catching and interesting visual representations of information. SmartArt graphics can illustrate many different types of concepts. Although they consist of arrangements of shapes, SmartArt graphics are merely visual containers for information stored as bulleted lists. You can also incorporate pictures and other images.

You’ll often find it helpful to reinforce the argument you are making in a presentation by providing facts and figures. When it’s more important for your audience to understand trends than identify precise values, you can use a chart to present numerical information in visual ways. You can create a chart directly on a slide or import a completed chart from another app. The chart takes on the design elements of the presentation template and blends in with the rest of the presentation content.

This chapter guides you through procedures related to creating, modifying, and formatting diagrams and charts.

Create diagrams

Sometimes the concepts you want to convey to an audience are best presented in diagrams. You can easily create a dynamic, visually appealing diagram by using SmartArt graphics, which visually express information in predefined sets of shapes.

Image

SmartArt can add visual interest to a slide

You can use SmartArt graphics to easily create sophisticated diagrams that illustrate the following concepts:

image List These diagrams visually represent lists of related or independent information—for example, a list of items needed to complete a task, including pictures of the items.

image Process These diagrams visually describe the ordered set of steps that are required to complete a task—for example, the steps for getting a project approved.

image Cycle These diagrams represent a circular sequence of steps, tasks, or events, or the relationship of a set of steps, tasks, or events to a central, core element—for example, the looping process for continually improving a product based on customer feedback.

image Hierarchy These diagrams illustrate the structure of an organization or entity—for example, the top-level management structure of a company.

image Relationship These diagrams show convergent, divergent, overlapping, merging, or containment elements—for example, how using similar methods to organize your email, calendar, and contacts can improve your productivity.

image Matrix These diagrams show the relationship of components to a whole—for example, the product teams in a department.

image Pyramid These diagrams illustrate proportional or interconnected relationships—for example, the amount of time that should ideally be spent on different phases of a project.

The layout of content in a SmartArt diagram is controlled by a behind-the-scenes bulleted list. When creating a SmartArt diagram in PowerPoint, you choose a layout first, and then populate the associated list in a window called the Text pane, or you can convert an existing bulleted list directly to a SmartArt layout.


Image TIP

Although other Office 2016 apps support the creation of SmartArt, only PowerPoint enables you to convert an existing list to a SmartArt diagram.


The dialog box from which you choose the SmartArt graphic layout displays monochromatic and generically colored representations of the layouts. The actual colors of the SmartArt diagram are based on the color scheme of the presentation, and you can choose from several different color patterns. The categories in the left pane of the dialog box are not mutually exclusive, so some diagrams appear in more than one category.

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PowerPoint 2016 includes about 200 SmartArt templates


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After you create a SmartArt diagram, you can change its content, layout, and colors. For information about changing the diagram colors, see “Modify diagrams” later in this chapter.


Clicking a layout in the Choose A SmartArt Graphic dialog box displays a color mockup of the diagram and information about any restrictions on the number of entries or list levels that the layout supports.


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You can find the layout information in the Text pane after you create the diagram. Sometimes the Text pane displays the layout name and description at the bottom; other times, only the layout name is displayed. If the description isn’t displayed in the Text pane, you can point to the layout name to display its description in a ScreenTip.


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The detailed description of the selected SmartArt diagram can help you choose the right diagram for your needs

After you choose a layout, PowerPoint inserts the basic diagram on the slide and displays the Text pane containing placeholder information. Most diagram layouts adapt when you enter more or less information than is required by the original diagram.

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When you enter text in either the Text pane or the selected shape, that text also appears in the other location

You can insert and modify text either directly in the diagram shapes or in the associated Text pane. (You can hide the Text pane when you’re not using it, and redisplay it if you need it.) The Text pane might display only a single-level bulleted list, or it might display a multilevel list if the diagram layout supports multiple levels. You can expand the diagram either by adding more list items or by adding more shapes. Some diagram layouts support a specific number of entries, and others can be expanded significantly.

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The number of items displayed by a diagram can be expanded or reduced to convey the precise meaning you want to convey

In layouts that support additional entries, the diagram shapes change to accommodate the content. Within a diagram, the shape size and font size always stay consistent. If a text entry is too long to fit a shape, the text size changes in all the shapes.

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SmartArt diagrams automatically adjust text and shape size

After you create a diagram and add the text you want to display in it, you can move and size it to fit the space, and format it to achieve professional-looking results.


Picture diagrams

Most SmartArt graphics present text information in shapes, but some can display pictures instead of, or in addition to, text. Most SmartArt graphic categories include some picture options, but picture diagrams are also available in their own category to help you locate them if you specifically want to create a diagram that includes pictures.

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Diagrams that include spaces for pictures have “Picture” in the layout name

You can insert pictures into a SmartArt graphic from the same sources that you can insert them directly onto a slide: your computer or a connected storage location, a SharePoint library, a Facebook photo album, a OneDrive or OneDrive for Business storage folder, or the Internet. As always, take care when reusing pictures that you find on the Internet to ensure that you don’t violate someone’s copyright.

When you insert or select a picture in a SmartArt graphic, the SmartArt Tools tab group and the Picture Tools tab group are active. You can edit pictures that you insert in diagrams the same way you edit those you insert directly onto slides.


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You can magnify the picture within the diagram space, remove the picture background, or apply an artistic effect

To convert bulleted list items to a diagram

1. Click anywhere in the placeholder containing the bullet points you want to convert.

2. Right-click anywhere in the selected placeholder, and point to Convert to SmartArt.

3. Do either of the following:

• If the diagram layout you want appears in the gallery, click its thumbnail. (You can pause over a thumbnail to display a live preview of the bulleted list converted to that layout.)

• If the layout you want is not displayed, click More SmartArt Graphics. Then in the Choose a SmartArt Graphic dialog box, click the layout you want, and click OK.

4. Adjust the size, position, and look of the diagram in the usual way.

To create a diagram on a slide

1. Do any of the following to open the Choose a SmartArt Graphic dialog box:

• In a content placeholder, click the Insert a SmartArt Graphic button.

• On the Insert tab, in the Illustrations group, click the SmartArt button.

• Press Alt+N+M.

2. In the left pane, select a type of diagram. Then in the center pane, select a diagram layout thumbnail to view an example, along with a description of what the diagram best conveys, in the right pane.

3. Click OK to insert the selected diagram at the cursor.

To enter text into diagram shapes

1. If the Text pane isn’t open, select the diagram, and then do either of the following:

• Click the chevron on the left side of the diagram frame to open the Text pane.

• On the Design tool tab for SmartArt (not the regular presentation window Design tab), in the Create Graphic group, click the Text Pane button.

2. In the Text pane, select the first placeholder, and enter the text you want to display in the corresponding shape. Notice that the content you enter in the bulleted list appears immediately in the corresponding diagram shape. Then do any of the following:

• Press the Down Arrow key to move to the next placeholder.

• At the beginning of a list item, press Tab to indent the list item one level further than its predecessor and demote the corresponding diagram shape.

• At the beginning of an indented list item, press Backspace or Shift+Tab to decrease the indent level and promote the corresponding diagram shape.

• At the end of a list item, press Enter to add a list item at the same level to the bulleted list and add a shape to the diagram.

• Press Delete to remove an unused list item.

3. Repeat step 2 until you’ve entered all the diagram content.

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You can enter and review text, and change shape hierarchy, in the Text pane


Image TIP

For a clean look, don’t use ending punctuation for the text that appears in the SmartArt graphic shapes.


4. In the Text pane, click the Close button (the X).

To replace a picture placeholder in a diagram

1. In the Text pane or in a diagram shape, click the Insert Picture icon to open the Insert Pictures window.

Image

You can insert pictures from any usual source into a picture diagram

2. In the Insert Pictures window, which displays the locations from which you can insert pictures into the diagram, click the source you want to use, or enter a term in the search box and then click the Search button.

Image

The Insert Pictures window provides access to local and online resources


Image TIP

The From A File and Bing Image Search options are available to all PowerPoint users; other locations in the Insert Pictures window are services you have connected Office to that store pictures. You can review and modify connection options in the Connected Services area of the Account page of the Backstage view. For more information, see “Manage Office and app settings” in Chapter 1, “PowerPoint 2016 basics.


3. Browse to (or search for) and select the picture you want to use. Then click the Insert button to replace the picture placeholder.

Modify diagrams

If the diagram layout you originally selected doesn’t precisely meet your needs, you can easily change to a different layout. Most layouts preserve information that doesn’t fit, but some don’t; a message at the bottom of the Text pane provides information so you can make an informed decision.

Image

Some diagram layouts can support only a limited number of text entries

When a SmartArt graphic is active, the SmartArt Tools tab group on the ribbon includes two tabs: Design and Format.

Image

The Design tool tab for SmartArt graphics

You can make many changes directly on the diagram canvas, but if you prefer, you can also make changes from the ribbon. From the Design tool tab, you can make changes such as the following:

image Add, move, and change the hierarchy of shapes.

image Change to a different layout.

image Change the color scheme of the diagram.

image Change the effects applied to the diagram shapes.

image Reset the diagram to its default settings.

To change a SmartArt graphic to a different layout

1. Select the diagram.

2. On the Design tool tab, in the Layouts group, click the More button to expand the Layouts gallery. This view of the gallery displays only the available diagram layouts for the currently selected diagram layout category.

3. In the Layouts gallery, do either of the following:

• Click a thumbnail to change the diagram to the new layout in the same category.

• At the bottom of the gallery, click More Layouts to display the Choose A SmartArt Graphic dialog box. Locate and select the layout you want to apply, and then click OK.

To add a shape to a diagram

1. Select the diagram, and do either of the following:

• Open the Text pane. At the end of a list item, press Enter to add an item to the bulleted list and a shape to the diagram.

• On the Design tool tab, in the Create Graphic group, click the Add Shape button.

To remove a shape from a diagram

1. Do either of the following:

• In the diagram, select the shape that you want to delete.

• In the Text pane, select the list item that represents the shape you want to delete.

2. Press the Delete key.

To move a shape in a SmartArt graphic

1. In the diagram, select the shape that you want to move.

2. On the Design tool tab, in the Create Graphic group, click the Move Up or Move Down button to change the order within the current hierarchy and update the list in the Text pane.

Or

1. In the Text pane, select the list item that represents the shape you want to move.

2. Using standard cut and paste techniques, move the item within the list and move the shape in the diagram.

To change the hierarchy of shapes in a SmartArt graphic


Image IMPORTANT

You can promote and demote shapes only in SmartArt layouts that support multiple levels of content.


1. In the diagram, select the shape that you want to move.

2. On the Design tool tab, in the Create Graphic group, click the Promote or Demote button to change the hierarchy level of the shape and update the list in the Text pane.

Or

1. In the Text pane, click at the beginning of the list item that represents the shape you want to move.

2. To demote the shape, do either of the following:

• Press Tab.

• On the Design tool tab, in the Create Graphic group, click the Demote button.

3. To promote the shape, do either of the following:

• Press Shift+Tab.

• On the Design tool tab, in the Create Graphic group, click the Promote button.

Format diagrams

You can format the shapes and lines that make up a diagram, and you can format the text within the shapes.

Image

The Format tool tab for SmartArt graphics

From the Format tool tab, you can make changes such as the following:

image Change a shape or size of one or more individual shapes. For example, you could emphasize a specific stage of a process by changing the shape that represents it from a rectangle to an oval, or by making that shape larger than the others in the diagram.

image Apply a built-in shape style to quickly format the shape fill, outline, and visual effects.

image Apply fill, colors, and effects to specific shapes.

image Apply WordArt text effects to the text in a shape.

image Position and resize the SmartArt graphic.

Additional tool tabs are available when you select specific diagram components, such as pictures. You can format those components by using the commands on the tool tab just as you would in any other setting.

To change the color scheme of a SmartArt graphic

1. On the Design tool tab, in the SmartArt Styles group, click the Change Colors button to display the SmartArt coloring options in the current color scheme.

Image

The options are based on the presentation color scheme

2. Point to any color set to display a live preview of that option. Click the color set that you want to apply to the diagram.

To select multiple shapes

1. Click one shape, and then hold down the Shift key and click the other shapes.

To apply shape styles to SmartArt graphic shapes

1. Select the diagram to format all the shapes, or select one or more individual shapes that you want to format.

2. On the Format tool tab, in the Shape Styles group, click the More button to expand the Shape Styles gallery.

3. In the Shape Styles gallery, point to any thumbnail in the Theme Styles or Presets area to display a live preview of that style. Click the shape style you want to apply.

To change the colors or visual effects of shapes

1. Select the diagram to format all the shapes, or select one or more individual shapes that you want to format.

2. On the Format tool tab, in the Shape Styles group, do any of the following:

• On the Shape Fill menu, select the color, picture, gradient, or texture for the inside of the shape, or click No Fill.

• On the Shape Outline menu, select the color, weight, and form for the shape outline, or click No Outline.

• On the Shape Effects menu, click Preset, Shadow, Reflection, Glow, Soft Edges, Bevel, or 3-D Rotation, and then select the visual effect for the shape.

To change the shape of individual diagram shapes

1. Select one or more individual shapes.

2. On the Format tool tab, in the Shapes group, click Change Shape, and then click the shape you want to apply.


Image TIP

The Change Shape command is unavailable when the entire SmartArt graphic is selected.


To change the size of individual diagram shapes

1. Select one or more individual shapes, and then do any of the following:

• On the Format tool tab, in the Shapes group, click Larger or Smaller.

• Drag the sizing handles of any selected shape to change the height, width, or both of all the shapes.

• On the Format tool tab, in the Size group, set the Height and Width.


Image TIP

The Larger and Smaller commands are unavailable when the entire SmartArt graphic is selected. The Height and Width commands are available, but control the size of the diagram canvas (the space allocated to the diagram). Changing the canvas size can also change the size of all the diagram shapes.


To apply WordArt text effects to the text in shapes

1. Select the diagram to format the text in all the shapes, or select one or more individual shapes that you want to format.

2. On the Format tool tab, in the WordArt Styles group, click the More button to display the WordArt Styles gallery.

3. In the WordArt Styles gallery, point to any thumbnail to display a live preview of the effect.

4. Click a thumbnail to apply the effect to the selected shape or shapes.


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For a custom WordArt effect, you can select the text fill color, text outline color, and text effect individually from the corresponding menus in the WordArt Styles group.


To reset a SmartArt graphic to its default formatting

1. Select the diagram or click anywhere in the diagram.

2. On the Design tool tab, in the Reset group, click the Reset Graphic button.


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You can use the Reset Graphic command only to reset the entire SmartArt graphic, not to reset individual shapes.


Create charts

You can easily add a chart to a slide to help identify trends that might not be obvious from looking at numbers. PowerPoint 2016 has 15 chart categories, including Combo charts, which display multiple data series independently on a common axis.

The most frequently used chart categories include:

image Column These charts show how values change over time.

image Line These charts show erratic changes in values over time.

image Pie These charts show how parts relate to the whole.

image Bar These charts show the values of several items at one point in time.

Image

In the Insert Chart dialog box, you can choose from many types of charts

Some chart categories include two-dimensional and three-dimensional variations. The Treemap, Sunburst, Histogram, Box & Whisker, and Waterfall categories are new to the Microsoft Office apps in Office 2016.


Image SEE ALSO

For information about creating pie charts, see the sidebar “Pie charts” later in this chapter.


When you create a chart in PowerPoint, you specify the chart type, and then PowerPoint opens a linked Microsoft Excel worksheet that contains sample data that is appropriate to the selected chart type. You replace the sample data in the worksheet with your own data, and the chart on the slide adapts to display your data.


Image IMPORTANT

The procedures in this chapter assume that you have Excel 2016 installed on your computer. If you don’t have that app, the procedures won’t work as described.


Image

The worksheet title bar identifies it as specific to the chart

You can enter the data directly into the linked worksheet, or you can copy and paste it from an existing Microsoft Access table, Word table, or Excel worksheet.

After you plot the data in the chart, you can move and size the chart to fit the space available on the slide, and add and remove chart elements to most clearly define the chart content for the audience. You can edit the data in the worksheet at any time—both the values and the column and row headings. PowerPoint replots the chart to reflect your changes.

When a chart is active on a slide, you can work with the chart and its components by using commands from the Design and Format tool tabs that are available on the ribbon, and the Chart Elements, Chart Styles, and Chart Filters panes that open when you click the buttons to the right of the chart.


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The Chart Filters button appears only if it is appropriate for the currently selected chart type.


If you decide that the type of chart you initially selected doesn’t adequately depict your data, you can change the type at any time.

Image

Manage a chart from the ribbon or from option panes

To create a chart on a slide

1. Do either of the following to open the Insert Chart dialog box:

• In a content placeholder, click the Insert Chart button.

• On the Insert tab, in the Illustrations group, click the Chart button.

2. In the left pane of the Insert Chart dialog box, click a chart category to display the chart variations in the right pane.

3. In the right pane, click the chart type that you want to create, and then click OK to insert a sample chart and open its associated Excel worksheet containing the plotted data.

4. In the linked Excel worksheet, enter the values to be plotted, following the pattern of the sample data.


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If the data you want to plot on the chart already exists in another file, you can save time by reusing it. Set up the chart structure in the linked worksheet first, and then paste the existing data into the linked worksheet.


5. If the chart data range defined by the colored outlines doesn’t automatically expand to include new data, drag the blue handle in the lower-right corner of the range to expand it.

6. Close the Excel window.

To insert a chart from Excel onto a slide

1. In the source workbook, click the chart border to select it.

2. Copy the chart to the Clipboard.

3. Switch to PowerPoint, display the slide, and then paste the chart from the Clipboard.


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You can also import data into your chart from a text file, webpage, or other external source, such as Microsoft SQL Server. To import data, first display the associated Excel worksheet. Then on the Excel Data tab, in the Get External Data group, click the button for your data source, and navigate to the source. For more information, refer to Excel Help.


To change the type of a selected chart

1. On the Design tool tab, in the Type group, click the Change Chart Type button.

2. In the Change Chart Type dialog box, click a category on the left, click a chart type at the top, and then click OK.


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When you click a chart type in the top row, the dialog box displays a preview of that chart type as applied to the current data. You can point to the preview to display a larger version.


Modify charts

You can modify a chart by changing the data or elements that it displays.

Manage chart data

The Excel worksheet is composed of rows and columns of cells that contain values, which in charting terminology are called data points. Collectively, a set of data points is called a data series. Each worksheet cell is identified by an address consisting of its column letter and row number—for example, A2. A range of cells is identified by the address of the cell in the upper-left corner and the address of the cell in the lower-right corner, separated by a colon—for example, A2:D5.

By default, a chart is plotted based on the series of data points in the columns of the attached worksheet, and these series are identified in the legend. You can easily switch the chart to base it on the series in the rows instead, or you can select specific cells of the worksheet data to include in the chart.

You can edit the chart data at any time, either in the linked worksheet window or in Excel. The ribbon is available only when you open the worksheet in Excel.

To select a chart for editing

1. Point to a blank area of the chart, outside of the plot area.

2. When the Chart Area ScreenTip appears, click once.

To open the linked chart data worksheet in PowerPoint

1. Do either of the following:

• Right-click the chart, and then click Edit Data.

• Select the chart. Then on the Design tool tab, in the Data group, click the Edit Data button.


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The chart must be active (surrounded by a frame) when you make changes to the data in the worksheet; otherwise, the chart won’t automatically update.


To open the linked chart data worksheet in Excel

1. Select the chart.

2. On the Design tool tab, in the Data group, click the Edit Data arrow, and then click Edit Data in Excel.


Image TIP

If you open the worksheet in the linked window and then need access to commands on the ribbon, you can open the worksheet in Excel by clicking the Edit Data In Microsoft Excel button on the Quick Access Toolbar of the linked window.


To switch the data across the category and series axes

1. Open the linked chart data worksheet.

2. In PowerPoint, on the Design tool tab, in the Data group, click the Switch Row/Column button.


Image IMPORTANT

The Switch Row/Column button is active only when the linked worksheet is open.


To select worksheet data for editing

1. Do any of the following:

• To select a cell, click it.

• To select a column, click the column header (the letter at the top of the column).

• To select a row, click the row header (the number at the left end of the row).

• To select multiple cells, columns, or rows, do either of the following:

• Select the first element, and then hold down the Shift key as you select subsequent elements.

• Drag through adjacent cells, columns, or rows.

• To select an entire worksheet, click the Select All button (the triangle in the upper-left corner of the worksheet, at the intersection of the row and column headers).

To change the area of a worksheet that is included in the chart

1. Drag the blue handle in the lower-right corner of the range to expand or contract it.

Image

Different colors identify the series, categories, and values

To filter the chart to display only specific data

1. Select the chart, and then click the Chart Filters button to display the Chart Filters pane. The Chart Filters pane lists all the series and categories in the data set.


Image TIP

Chart Filters appears only if it is appropriate for this type of chart.


2. Point to any series or category to emphasize it.

3. Clear the check boxes of the series or categories you do not want to plot on the chart.


Image TIP

To clear all the check boxes in a group at once, clear the Select All check box.


4. At the bottom of the Chart Filters pane, click Apply to replot the data.

Image

Filtering a chart to display only one series of values

5. Click the Chart Filters button to close the Chart Filters pane.


Image SEE ALSO

For information about working with the other two buttons to the right of the chart, see “Format charts” later in this chapter.


Modify the display of chart elements

Each data point in a data series is represented graphically in the chart by a data marker. The data is plotted against an x-axis—which is referred to as the horizontal axis or category axis—and a y-axis—which is referred to as the vertical axis or value axis. (Three-dimensional charts also have a z-axis—which is referred to as the depth axis or series axis.)

The primary components of a chart on a slide are the following:

image Chart area This is the entire area within the chart frame.

image Plot area This is the rectangular area bordered by the axes.

image Data markers These are the graphical representations of the values, or data points, of each data series in the linked worksheet.

You can add chart elements to the chart components to help explain the data.

Image

Some default and optional chart elements

The available chart elements include the following:

image Axes These elements control the display of the category and value axis labels, not the display of the data.

image Axis titles These identify the categories, values, or series along each axis.

image Chart title A title by which you identify the chart. The chart title can appear above the chart or overlaid across the center of the chart.

image Data labels These identify the exact values represented by the data markers on the chart. They can be displayed inside or outside of the data markers.

image Data table This table provides details of the plotted data points in table format, essentially mimicking the worksheet. A data table can incorporate a legend.

image Error bars These indicators mark a fixed amount or percentage of deviation from the plotted value for one or more series.

image Gridlines Major and minor horizontal and vertical gridlines identify measurement points along each axis and help to visually quantify the data points.

image Legend This listing correlates the data marker color and name of each data series. The legend can be displayed on any side of the plot area.

image Lines On charts that plot data that doesn’t touch the category axis (such as an area chart or line chart), these lines drop from the plotted points to the corresponding value on the category axis.

image Trendline This line marks a value that is calculated on all the series values in a category. It most commonly marks the average of the values but can also be based on other equations.

image Up/down bars These bars indicate the difference between the high and low values for a category of data in a series.

All of the chart elements are optional. Some chart types don’t support all of the elements. For example, a pie chart doesn’t display axes or gridlines.

Each chart type has a set of Quick Layouts that you can use to display or position specific sets of chart elements.

Image

Apply a Quick Layout to quickly change multiple chart elements

The Quick Layouts are preset combinations of the available chart elements. When the preset layouts don’t produce the chart you want, you can create a custom layout by mixing and matching different chart elements. You can control the display of chart elements from the Add Chart Element menu on the Design tool tab, and from the Chart Elements pane that opens when you click the button to the right of the chart.

Image

The menu and pane include only chart elements that apply to the current chart type

You can apply the same chart elements from both locations. The Add Chart Element menu provides a bit more visual guidance than the Chart Elements pane, but is further from the chart.


Image TIP

You can use standard techniques to add pictures, shapes, and independent text boxes to slides to enhance charts.


You can adjust a chart layout by adding, deleting, moving, and sizing chart elements. To perform any of those tasks, you must first select the element. The following table describes some of the options available for common chart elements.

Image

To apply a preset layout to a chart

1. Select the chart. On the Design tool tab, in the Chart Layouts gallery, click the Quick Layout button, and then click the layout you want.

To display the Add Chart Element menu

1. Select the chart. On the Design tool tab, in the Chart Layouts group, click the Add Chart Element button.

To open the Chart Elements pane

1. Select the chart, and then click the Chart Elements button that appears to the right of the chart.

To specify which chart elements to display on the chart

1. Select the chart, and then display the Add Chart Element menu.

2. On the Add Chart Element menu, click the chart element, and then click one or more options to select or clear them.

Or

1. Select the chart, and then open the Chart Elements pane.

2. In the Chart Elements pane, do either of the following:

• Clear the check box for the chart elements you want to remove from the chart.

• Select the check box for the chart elements you want to display on the chart. Click the arrow that appears to the right of the element to open the display options menu for that element, and then click the option you want.

To change the size of a selected chart or chart element

1. Point to any sizing handle (the hollow dots around the chart frame), and when the pointer changes to a double-headed arrow, drag in the direction you want the chart to grow or shrink.


Image TIP

If an element cannot be resized, it doesn’t have sizing handles when selected.


To change the position of a selected chart element

1. Point to the border around the element, away from any handles, and when the four-headed arrow appears, drag the chart to the new location.


Image TIP

Some elements cannot be moved, even if the four-headed arrow appears.


To rotate a three-dimensional chart layout

1. Right-click the chart, and then click 3-D Rotation.

2. In the 3-D Rotation area of the Effects page of the Format Chart Area pane, set the angle of rotation for each axis.


Pie charts

Unlike column, bar, and line charts, which plot at least two series of data points, pie charts plot only one series, with each data point, or slice, reflecting a fraction of the whole series. If you plot a multiseries chart and then change the chart type to a pie chart, PowerPoint hides all but the first series, retaining the hidden information in case you change back to a chart type capable of showing more than one series. You can switch to a different series by clicking the Chart Filters button to the right of the chart, selecting the series you want in the Series area of the Chart Filters pane, and clicking Apply.

When you plot a pie chart, you can use an effective formatting option that is not available with multiseries chart types. To draw attention to individual data points, you can “explode” the pie by dragging individual slides away from the center. Or you can double-click a slice to select it and open the Format Data Point pane, where you can set a precise Angle Of First Slice and Point Explosion percentage. For a really dynamic effect, you can animate the slices so that they move when you advance slide content while delivering the presentation.

Image

An exploded pie chart

TIP You can draw attention to the series in any chart by animating them. Start by animating the entire chart; for example, you might apply the Pulse effect. Then in the Effect Options list, click By Series. Alternatively, you can animate each category or even individual data points. For information about animation, see Chapter 8, “Add sound and movement to slides.


Format charts

You can quickly format a chart and its individual parts by applying fills, outlines, and effects to the following components:

image Chart area You can specify the background fill, the border color and style, effects such as shadows and edges, the 3-D format and rotation, and the size and position. You can also attach text to be displayed when someone points to the chart.

image Plot area You can specify the background fill, the border color and style, effects such as shadows and edges, and the 3-D format and rotation.

image Data markers You can specify the background fill, the border color and style, effects such as shadows and edges, and the 3-D format. You can also precisely determine the gap between data points.

image Legend You can specify the background fill, the border color and style, and effects such as shadows and edges. You can also specify the legend’s position and whether it can overlap the chart.

image Axes You can specify the background fill, the line color and style, effects such as shadows and edges, and the 3-D format and rotation. For the category axis, you can also specify the scale, add or remove tick marks, adjust the label position, and determine the starting and maximum values. You can set the number format (such as currency or percentage), and set the axis label alignment.

image Gridlines You can set the line color, line style, and effects such as shadows and edges.

image Data table You can specify the background fill, the border color and style, effects such as shadows and edges, and the 3-D format. You can also set table borders.

image Titles You can specify the background fill, the border color and style, effects such as shadows and edges, and the 3-D format. You can also set the title’s alignment, direction, and angle of rotation.

If you don’t want to spend a lot of time formatting individual chart elements, you can apply a predefined chart style to create a sophisticated appearance with a minimum of effort. Chart styles affect only the formatting of the chart components and elements; they don’t change the presence or location of the chart elements.

The Chart Styles pane has two pages: Style and Color. From the Style page, you can preview and apply the chart styles. From the Color page, you can change the colors that are used in the chart without affecting other presentation elements.

Image

You can change the chart colors without changing the template

You can apply these same styles and colors from the Chart Styles group on the Design tool tab. From the Format tool tab, you can apply shape styles and WordArt styles to chart elements.

You can fine-tune the formatting of a selected chart element in its Format pane. Each type of element has a specific Format pane. Most Format panes have settings that are divided into multiple pages such as Fill & Line, Effects, Size & Position, and an Options page that is specific to the selected chart element. You can display different options by clicking the elements in the pane header.

Image

Commands for formatting different elements are on separate pages of the pane

To apply a chart style to a chart

1. Select the chart, and then do either of the following:

• On the Design tool tab, in the Chart Styles gallery, click the style you want.

• Click the Chart Styles button, and then on the Style page of the Chart Styles pane, click the style you want.

To change the colors of chart elements without changing the template colors

1. Select the chart, and then do either of the following:

• On the Design tool tab, in the Chart Styles gallery, click the Change Colors button, and then click the color set you want.

• Click the Chart Styles button, and then on the Color page of the Chart Styles pane, click the style you want.

To select a chart component for formatting

1. Do either of the following:

• On the chart, click the element once.

• If the element is difficult to identify or click, on the Format tool tab, in the Current Selection group, display the Chart Elements list, and then click the component you want to select.


Image TIP

If you want to activate the chart (that is, select the chart area), be sure to click a blank area inside the chart frame. Clicking any of the chart’s elements will activate that element, not the chart as a whole.


To apply a preset style to a selected chart component

1. On the Format tool tab, in the Shape Styles gallery, click the style you want.

To apply a fill color, outline color, or effect to a selected chart component

1. On the Format tool tab, in the Shape Styles group, click the Shape Fill, Shape Outline, or Shape Effects button, and then click the option you want.

To apply a WordArt style to the text in a selected chart

1. On the Format tool tab, in the WordArt Styles gallery, click the style you want.

To apply WordArt style components to a selected chart component

1. In the WordArt Styles group, click the Text Fill, Text Outline, or Text Effects button, and then click the option you want.

To open the Format pane for a chart element

1. Do any of the following:

• Double-click the chart element.

• Right-click the element, and then click Format Element.

• At the top of an open Format pane, click the downward-pointing triangle to the right of the Options label, and then click an element to display that Format pane.

Or

1. If you have trouble double-clicking a smaller chart element, on the Format tool tab, in the Current Selection group, display the Chart Elements list, and then click the element you want to select.


Image TIP

To display the Format Major Gridlines pane, right-click any gridline, and then click Format Gridlines. To display the Format Data Table pane, right-click the selected data table, and then click Format Data Table.


Skills review

In this chapter, you learned how to:

image Create diagrams

image Modify diagrams

image Format diagrams

image Create charts

image Modify charts

image Format charts


Custom chart templates

If you make extensive modifications to the design of a chart, you might want to save it as a template. Then when you want to plot similar data in the future, you can avoid having to repeat all the changes by applying the template as a custom chart type.

To save a customized chart as a template, follow these steps:

1. Select the chart (not a chart element).

2. Right-click the chart, and then click Save as Template to open the Save Chart Template dialog box displaying the contents of your Charts folder.


Image TIP

The default Charts folder is the AppDataRoamingMicrosoftTemplatesCharts subfolder of your user profile folder.


3. Enter a name for the chart template in the File name box, and then click Save.

You can work with custom chart templates in the following ways:

image To locate a custom chart type, display the Chart Type or Change Chart Type dialog box, and then click Templates.

image To delete a custom chart type, display the Templates folder in the Chart Type or Change Chart Type dialog box. In the lower-left corner, click Manage Templates. Then in the File Explorer window that opens, right-click the template and click Delete.


image Practice tasks

The practice files for these tasks are located in the PowerPoint2016SBSCh07 folder. You can save the results of the tasks in the same folder.

Create diagrams

Open the CreateDiagrams presentation, and then perform the following tasks:

1. Display slide 2, and then do the following:

a. Select the bulleted list items on the slide. Right-click the selection, and then click Convert to SmartArt.

b. On the Convert to SmartArt submenu, point to each of the layout thumbnails to preview the selected list in that layout. Notice that some of the layouts display all the list items, and others don’t.

c. Click the layout that you think best presents the information, to create the SmartArt Graphic with that layout.

2. Display slide 3, and then do the following:

a. Create a new SmartArt Graphic on the slide, using the Hexagon Radial layout in the Cycle category.

b. If the Text pane for the SmartArt graphic isn’t already open, open it. Notice that the Text pane displays two levels of bullets. The first-level bullet populates the center hexagon and the second-level bullets populate the six surrounding hexagons.

c. In the Text pane, select the first bullet and then enter My Health. Notice that the words appear in the center hexagon.

d. In the Text pane, replace the first three second-level list item placeholders with Physical, Mental, and Emotional. Notice that the words appear in the outer hexagon shapes.

e. In the diagram, enter Financial, Social, and Spiritual in the three empty outer hexagon shapes.

3. Display slide 4, and then do the following:

a. Select the Picture Frame diagram on the slide, and then open its Text pane.

b. For each shape, insert the picture that corresponds with the file name in the Text pane.

c. Use the tools on the Pictures tool tab to brighten the Flowers03 picture so that it matches the others.

d. Experiment with any other changes you want to make to the pictures.

4. Save and close the presentation.

Modify diagrams

Open the ModifyDiagrams presentation, and then perform the following tasks:

1. Display slide 2, and then do the following:

a. Select the Basic Process diagram on the slide.

b. On the Design tool tab, expand the Layouts gallery to display all the layouts in the Process category.

c. Point to thumbnails that interest you to preview the diagram in those layouts. Apply the Segmented Process layout.

d. Expand the Layouts gallery again, and then click More Layouts to open the Choose A SmartArt Graphic dialog box.

e. Apply a layout from a category other than Process, and then consider whether and how it changes the information that is conveyed by the diagram.

2. Display slide 3, and then do the following:

a. Select the Balance diagram on the slide. If the Text pane doesn’t automatically open, open it.

b. In the Text pane, click at the end of the word Family, and then press Enter to create a new second-level bullet and add a corresponding shape to the diagram. Notice that with three shapes on each side, the scale moves to show that the two sides are balanced.

c. In the new shape, enter Sports.

d. In the diagram, click the Job shape to select it.

e. From the Design tool tab, add a shape to the Work side of the diagram. In the new shape, enter Household management. Notice that the scale tips to show that there are more shapes on the Work side.

f. In the Text pane, move the Troop leader and Coach shapes from the Work side of the diagram to the Life side. Notice that when there is more content than the shape supports, the unused content is dimmed and preceded by an X.

g. Experiment with any other modifications you’d like to make to the diagram.

3. Save and close the presentation.

Format diagrams

Open the FormatDiagrams presentation, and then perform the following tasks:

1. Display slide 2, and select the Pyramid diagram.

2. On the Design tool tab, expand the Change Colors menu.

3. Preview different color schemes, and then apply the Colorful Range – Accent Colors 2 to 3 color scheme.

4. Expand the SmartArt Styles gallery, and preview different styles. Then from the 3-D section, apply the Inset style.

5. In the pyramid, select the shape that represents the food group you like best.

6. On the Format tool tab, expand the WordArt Styles gallery. Apply a WordArt style that you like to the text in the selected shape.

7. In the pyramid, select the shape that represents the food group you like least.

8. On the Format tool tab, expand the Shape Styles gallery. Apply one of the Transparent – Colored Outline styles to the selected shape.

9. Reset the SmartArt graphic to its default formatting. Then undo the action to reinstate your formatting changes.

10. Save and close the presentation.

Create charts

Open the CreateCharts presentation, and then perform the following tasks:

1. Display slide 2.

2. Insert a chart, using the 3-D Clustered Column chart type (fourth from the left in the Column category).

3. In the linked chart data worksheet, select and delete all the sample data, leaving only the colors that identify the series, categories, and values.

4. In cell B1, enter March. Then press the Tab key to enter the heading on the chart and move to the next cell of the worksheet.

5. In cells C1 through E1, enter June, September, and December.


Image TIP

If you were entering a sequential list of months, you could enter January and then drag the fill handle in the lower-right corner of the cell to the right to fill subsequent cells in the same row with the names of the months.


When you enter December, notice that it is outside of the colored guides and does not appear on the chart in the presentation. You will fix this in the next set of practice tasks.

6. In cells A2 through A4, enter Minimum, Average, and Maximum, pressing the Enter key between entries.


Image TIP

Press Enter to move down in the column (or to the beginning of a data entry series) or Shift+Enter to move up. Press Tab to move to the right in the same row or Shift+Tab to move to the left.


7. In cell B2, enter 37, and press Tab. Notice that a corresponding column appears in the chart.

8. In cells C2 through E2, enter 54, 53, and 29, pressing Tab to move from cell to cell. After you enter the last number, press Enter to move to cell B3.

9. Enter the following data into the chart worksheet, noticing as you enter data that the chart columns and scale change to reflect the data.

Image

10. Close the Chart in Microsoft PowerPoint window.

Notice that the temperatures on the chart are grouped by category rather than by month, and the December temperatures are missing. You will fix these issues in the next set of practice tasks.

11. Open the Temperatures workbook from the practice file folder. Select the chart that is on the worksheet, and copy it to the Clipboard.

12. Return to the CreateCharts presentation, and display slide 3. Paste the chart from the Clipboard onto the slide. Notice that the chart takes on the color scheme of the presentation.

The chart type used for this data, Stacked Column, sums the minimum, average, and maximum temperatures for each month.

13. Change the chart type of the new chart to Line with Markers (the fourth chart from the left in the Line category) to display the three temperature series individually.

14. Save and close the presentation. Then close the workbook.

Modify charts

Open the ModifyCharts presentation, and then perform the following tasks:

1. Select the chart, and open the linked chart data worksheet in PowerPoint.

2. In the worksheet, drag the blue handle so that the colored cells include only those that contain content (A1:E4). Notice that the December data appears in the chart.

3. In the presentation, select the chart. Then switch the data across the category and series axes to display the temperatures in groups by month.

4. In the worksheet, change the text in cells B1:E1 to Spring, Summer, Fall, and Winter. Then close the linked chart data worksheet.

5. Open the Chart Filters pane, and then do the following:

• Point to each item in the Series and Category areas of the pane to highlight those values on the chart.

• Clear all the check boxes in the Series area, and then select only the Average check box.

• Click Apply to modify the chart.

6. Repeat step 5 to display only the Minimum and Maximum series values.

7. From the Quick Layout gallery on the Design tool tab, apply Layout 9 to the chart. Notice that this adds a chart title, axis titles, and a legend to the chart area.

8. Add the following elements to the chart:

• Primary Minor Horizontal gridlines

• Data labels


Image TIP

You can add data labels to the chart only from the Chart Elements pane, not from the Add Chart Elements menu.


9. Remove the horizontal Axis Title placeholder from the chart.

10. Replace the vertical Axis Title placeholder with Degrees Fahrenheit.

11. Replace the Chart Title placeholder with Regional Averages.


Image TIP

When creating charts on slides, consider whether the chart title and slide title provide unique information; if not, it might avoid confusion to have only one of those titles.


12. Select the legend. Drag its top border to align with the top horizontal gridline, and its bottom border to align with the bottom horizontal gridline. Notice that the legend entries move to fill the space.

13. Drag the chart title to the right so that it right-aligns with the legend. Then click outside the chart to view the results.

14. Experiment with any other chart modification procedures that interest you. Then save and close the presentation.

Format charts

Open the FormatCharts presentation, and then perform the following tasks:

1. Display slide 2, and select the chart.

2. From the Chart Styles gallery on the Design tool tab, apply Style 8 to the chart. Notice that the legend changes location.

3. Change the colors of the chart elements to the Color 14 color set without affecting the presentation theme.

4. Select the legend. From the Shape Styles gallery on the Format tool tab, apply a Moderate Effect of your choice. Then change the font size to 16 points.

5. Select the chart title. From the WordArt Styles gallery, apply a WordArt style of your choice. Then change the fill and outline colors, and add a shadow effect if the WordArt style doesn’t already have one.

6. Select the plot area (not the chart area), and double-click it to display its Format pane. In the Format Plot Area pane, explore the various options that are available for formatting this component.

7. At the top of the pane, click the downward-pointing arrow next to Plot Area Options, and select another chart component or element to display its Format pane.

8. Experiment with any other chart formatting procedures that interest you. Then save and close the presentation.

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