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IV. Appendixes
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IV. Appendixes
by John Walkenbach
Excel® 2007 Charts
Copyright
About the Author
Acknowledgments
Introduction
What You Should Know
What You Should Have
Conventions Used in This Book
Ribbon Commands
Formula Listings
VBA Code Listings
Key Names
Functions, Procedures, and Named Ranges
Mouse Conventions
What the Icons Mean
How This Book Is Organized
How to Use This Book
About the Power Utility Pak Offer
Reach Out
I. Chart Basics
1. Introducing Excel Charts
1.1. What Is a Chart?
1.2. How Excel Handles Charts
1.2.1. Embedded Charts
1.2.2. Chart Sheets
1.3. Parts of a Chart
1.4. Basic Steps for Creating a Chart
1.4.1. Creating the Chart
1.4.2. Switching the Row and Column Orientation
1.4.3. Changing the Chart Type
1.4.4. Applying a Chart Layout
1.4.5. Applying a Chart Style
1.4.6. Adding and Deleting Chart Elements
1.4.7. Formatting Chart Elements
1.5. Working with Charts
1.5.1. Moving and Resizing a Chart
1.5.2. Converting an Embedded Chart to a Chart Sheet
1.5.3. Copying a Chart
1.5.4. Deleting a Chart
1.5.5. Adding Chart Elements
1.5.6. Moving and Deleting Chart Elements
1.5.7. Formatting Chart Elements
1.5.8. Copying a Chart's Formatting
1.5.9. Renaming a Chart
1.5.10. Printing Charts
2. Understanding Chart Types
2.1. Conveying a Message with a Chart
2.2. Choosing a Chart Type
2.3. Excel's Chart Types
2.3.1. Column Charts
2.3.2. Bar Charts
2.3.3. Line Charts
2.3.4. Pie Charts
2.3.5. Scatter Charts
2.3.6. Area Charts
2.3.7. Doughnut Charts
2.3.8. Radar Charts
2.3.9. Surface Charts
2.3.10. Bubble Charts
2.3.11. Stock Charts
2.4. Creating Combination Charts
2.5. Creating and Using Chart Templates
3. Working with Chart Series
3.1. Specifying the Data for Your Chart
3.2. Adding a New Series to a Chart
3.2.1. Adding a New Series by Copying a Range
3.2.2. Adding a New Series by Extending the Range Highlight
3.2.3. Adding a New Series Using the Select Source Data Dialog Box
3.2.4. Adding a New Series by Typing a New SERIES Formula
3.3. Deleting a Chart Series
3.4. Modifying the Data Range for a Chart Series
3.4.1. Using Range Highlighting to Change Series Data
3.4.2. Using the Select Data Source Dialog Box to Change Series Data
3.4.3. Editing the SERIES Formula to Change Series Data
3.5. Understanding Series Names
3.5.1. Changing a Series Name
3.5.2. Deleting a Series Name
3.6. Adjusting the Series Plot Order
3.7. Charting a Noncontiguous Range
3.8. Using Series on Different Sheets
3.9. Handling Missing Data
3.10. Controlling a Data Series by Hiding Data
3.11. Unlinking a Chart Series from Its Data Range
3.11.1. Converting a Chart to a Picture
3.11.2. Converting Range Reference to Arrays
3.12. Working with Multiple Axes
4. Formatting and Customizing Charts
4.1. Chart Formatting Overview
4.1.1. Selecting Chart Elements
4.1.2. Common Chart Elements
4.1.3. User Interface Choices for Formatting
4.2. Adjusting Fills and Borders: General Procedures
4.2.1. About the Fill Tab
4.2.2. Formatting Borders
4.3. Formatting Chart Background Elements
4.3.1. Working with the Chart Area
4.3.2. Working with the Plot Area
4.4. Formatting Chart Series
4.4.1. Basic Series Formatting
4.4.2. Using Pictures and Graphics for Series Formatting
4.4.3. Additional Series Options
4.5. Working with Chart Titles
4.5.1. Adding Titles to a Chart
4.5.2. Changing Title Text
4.5.3. Formatting Title Text
4.5.4. Linking Title Text to a Cell
4.6. Working with a Chart's Legend
4.6.1. Adding or Removing a Legend
4.6.2. Moving or Resizing a Legend
4.6.3. Formatting a Legend
4.6.4. Changing the Legend Text
4.6.5. Deleting a Legend Entry
4.7. Working with Chart Axes
4.7.1. Value Axis versus Category Axis
4.7.2. Value Axis Scales
4.7.3. Using Time-Scale Axes
4.7.4. Creating a Multiline Category Axis
4.7.5. Adding and Removing Axes
4.7.6. Axis Number Formats
4.8. Working with Gridlines
4.8.1. Adding or Removing Gridlines
4.9. Working with Data Labels
4.9.1. Adding or Removing Data Labels
4.9.2. Editing Data Labels
4.9.3. Problems and Limitations with Data Labels
4.10. Working with a Chart Data Table
4.10.1. Adding and Removing a Data Table
4.10.2. Problems and Limitations with Data Tables
4.11. Formatting 3-D Charts
4.11.1. Rotating 3-D Charts
4.11.2. Formatting a Surface Chart
5. Working with Trendlines and Error Bars
5.1. Working with Trendlines
5.1.1. Chart Types That Support Trendlines
5.1.2. Data Appropriate for a Trendline
5.1.3. Adding a Trendline
5.1.4. Formatting a Trendline
5.1.5. Formatting a Trendline Label
5.2. Linear Trendlines
5.2.1. Linear Forecasting
5.2.2. Getting the Trendline Values
5.3. Nonlinear Trendlines
5.3.1. Logarithmic Trendline
5.3.2. Power Trendline
5.3.3. Exponential Trendline
5.3.4. Polynomial Trendline
5.4. Displaying a Moving Average
5.4.1. Adding a Moving Average Line
5.4.2. Creating Your Own Moving Average Data Series
5.5. Using Error Bars in a Chart Series
5.5.1. Chart Types That Support Error Bars
5.5.2. Adding Error Bars to a Series
5.5.3. Using Custom Error Bars
5.5.4. Connecting Series Points to a Trendline with Error Bars
5.5.5. Error Bar Alternatives
5.6. Other Series Enhancements
5.6.1. Series Lines
5.6.2. Drop Lines
5.6.3. High–Low Lines
5.6.4. Up/Down Bars
6. Working with Shapes and Other Graphics
6.1. Using Shapes
6.1.1. Inserting Shapes
6.1.2. Adding Text to a Shape
6.1.3. Formatting Shapes
6.1.4. Selecting Multiple Objects
6.1.5. Grouping Objects
6.1.6. Moving Shapes
6.1.7. Copying Objects
6.1.8. Changing the Stack Order of Objects
6.1.9. Aligning and Spacing Objects
6.1.10. Changing a Shape to a Different Shape
6.1.11. Reshaping Shapes
6.1.12. Changing the Shape Defaults
6.1.13. Printing Objects
6.2. Working with SmartArt
6.2.1. Inserting SmartArt
6.2.2. Customizing SmartArt
6.2.3. Changing the Layout
6.2.4. Changing the Style
6.2.5. Finding Out More about SmartArt
6.3. Using WordArt
6.4. Working with Other Graphic Types
6.4.1. About Graphics Files
6.4.2. Using the Clip Art Task Pane
6.4.3. Inserting Graphics Files
6.4.4. Copying Graphics by Using the Clipboard
6.4.5. Displaying a Worksheet Background Image
6.5. A Gallery of Graphic Examples
6.5.1. Using Shapes and Pictures with Charts
6.5.2. Calling Attention to a Cell
6.5.3. Changing the Look of Cell Comments
6.5.4. Pasting Pictures of Cells
II. Mastering Charts
7. Creating Interactive Charts
7.1. Introducing Interactive Charts
7.2. Hands–On: Creating a Self–Expanding Chart
7.2.1. Creating the Chart
7.2.2. Creating Named Formulas
7.2.3. Modifying the Series
7.2.4. Testing the Self–Expanding Chart
7.2.5. Understanding How the Self–Expanding Chart Works
7.3. Controlling a Series with a Scroll Bar
7.3.1. Creating the Chart
7.3.2. Defining the Names
7.3.3. Adding the Scroll Bar Control
7.4. Specifying the Beginning and End Point for a Series
7.4.1. Creating the Chart
7.4.2. Defining the Names
7.4.3. Adding Spinner Controls
7.5. Specifying the First Point and Number of Points for a Series
7.5.1. Creating the Chart
7.5.2. Defining the Names
7.5.3. Adding the User Interface Elements
7.6. Plotting the Last n Data Points in a Series
7.6.1. Creating the Chart
7.6.2. Defining the Names
7.7. Plotting Every nth Data Point in a Series
7.7.1. Using Filtering
7.7.2. Using Array Formulas
7.7.3. Creating Named Formulas
7.8. Using Check Boxes to Select Series to Plot
7.8.1. Creating the Chart
7.8.2. Adding the Check Box Controls
7.8.3. Defining the Names
7.8.4. Modifying the Chart Series
7.9. Creating a Very Interactive Chart
7.9.1. Getting the Data
7.9.2. Creating the Option Button Controls
7.9.3. Creating the City Lists
7.9.4. Creating the Chart's Data Range
7.9.5. Creating the Chart
8. Charting Techniques and Tricks
8.1. Adding Lines and Backgrounds to a Chart
8.1.1. Adding Horizontal Reference Lines to a Chart
8.1.2. Adding a Vertical Line to a Chart with an XY Series
8.1.3. Using Background Columns to Represent a Vertical Line
8.1.4. Adding Vertical or Horizontal "Bands"
8.1.5. Creating a Scatter Chart with Colored Quadrants
8.2. Charts That Use a Single Data Point
8.2.1. Creating a Thermometer Chart
8.2.2. Creating a Gauge Chart
8.3. Using a Dummy Axis
8.3.1. An Introductory Example
8.3.2. Labeling an Axis with Nonequal Intervals
8.4. Column and Bar Chart Variations
8.4.1. Stacked Column Chart Variations
8.4.2. Creating a Step Chart
8.4.3. Varying Column Widths
8.4.4. Conditional Column Colors
8.4.5. Creating a Comparative Histogram
8.4.6. Creating Gantt Charts
8.4.7. Identifying the Maximum and Minimum Values in a Series
8.4.8. Shading between Two Series in a Line Chart
8.5. Creating a Timeline
8.6. Creating "Impossible" Charts by Stacking and Overlaying
8.6.1. Stacking Charts
8.6.2. Overlaying Charts
8.6.3. Simulating a "Broken" Value Axis
8.7. Displaying Multiple Charts on a Chart Sheet
9. In-Cell Charting Techniques
9.1. Visualizing Data with Conditional Formatting
9.1.1. Data Bars
9.1.2. Color Scales
9.1.3. Icon Sets
9.2. Plotting Data without a Chart
9.3. Creating Sparkline Charts
9.3.1. Sparkline Charts from Text
9.3.2. Sparkline Charts from a Chart
9.3.3. Commercial Sparkline Add-Ins
10. Mathematical and Statistical Charting Techniques
10.1. Drawing a Circle with an XY Series
10.2. Connecting Scatter Chart Data Points to the Axes with Error Bars
10.3. Connecting XY Points to the Origin
10.4. Creating Frequency Distributions and Histograms
10.4.1. Using the FREQUENCY Function
10.4.2. Using the Analysis ToolPak to Create a Frequency Distribution
10.4.3. Using Adjustable Bins to Create a Histogram
10.5. Plotting a Normal Curve
10.6. Plotting Z–Scores with Standard Deviation Bands
10.7. Calculating the Area under a Curve
10.8. Creating a Box Plot
10.9. Plotting Mathematical Functions
10.9.1. Plotting Functions with One Variable
10.9.2. Plotting Functions with Two Variables
10.10. Creating a 3–D Scatter Plot
11. Using Pivot Charts
11.1. What Is a Pivot Table?
11.1.1. A Pivot Table Example
11.1.2. Data Appropriate for a Pivot Table
11.2. Creating a Pivot Table
11.2.1. Specifying the Data
11.2.2. Specifying the Location for the Pivot Table
11.2.3. Laying Out the Pivot Table
11.2.4. Formatting the Pivot Table
11.2.5. Modifying the Pivot Table
11.3. Working with Pivot Charts
11.3.1. Creating a Pivot Chart
11.3.2. A Pivot Chart Example
11.4. Pivot Chart Banking Examples
11.4.1. Question 1
11.4.2. Question 2
11.4.3. Question 3
11.4.4. Question 4
11.4.5. Question 5
11.4.6. Question 6
11.5. More Pivot Chart Examples
11.5.1. Creating a Quick Frequency Distribution Chart
11.5.2. Selecting Rows to Plot
11.5.3. Using Data from Multiple Sheets
12. Avoiding Common Chart-Making Mistakes
12.1. Know Your Audience
12.2. Chart Accuracy
12.2.1. Plotting Data Out of Context
12.2.2. Exaggerating Differences or Similarities
12.2.3. Plotting Percent Change versus Actual Change
12.2.4. Grouping with Unequal Bin Sizes
12.3. Problems with Chart Type Selection
12.3.1. Category versus Value Axis
12.3.2. Problems with Pie Charts
12.3.3. Consider Alternative Chart Types
12.3.4. Problems with Negative Values
12.3.5. Scatter Charts with the Smoothed Line Option
12.3.6. Don't Be Tempted by 3-D Charts
12.4. Chart Complexity
12.4.1. Just Plain Bad
12.4.2. Maximizing "Data Ink"
12.5. Chart Style
12.5.1. Text and Font Mistakes
12.6. A Chart Maker's Checklist
13. Just for Fun
13.1. Animating Stuff
13.1.1. Animated Shapes
13.1.2. Animated Charts
13.1.3. Doughnut Chart Wheel of Fortune
13.2. Fun with Trigonometry
13.2.1. A Simple Sine–versus–Cosine Plot
13.2.2. Hypocycloid Charts
13.2.3. Radar Chart Designs
13.3. Chart Art
13.3.1. A Mountain Range Chart
13.3.2. A Bubble Chart Mouse Head.
13.3.3. A Smile Chart
13.4. Scatter Chart Drawings
13.5. An Analog Clock Chart
13.6. Roll the Dice
13.7. Horse Race Chart
13.8. Using Clip Art
III. Mastering Charts
14. VBA Overview and Basic Examples
14.1. VBA in a Nutshell
14.2. The Macro Recorder and Charts
14.3. The Chart Object Model
14.3.1. Using Object Variables
14.3.2. Using the With-End With construct
14.3.3. Finding Out More about the Chart Object Model
14.4. Simple Chart Macros
14.4.1. Activating and Deactivating a Chart
14.4.2. Determining whether a Chart Is Activated
14.4.3. Determining whether the Active Chart Is Embedded
14.4.4. Deleting from the ChartObjects or Charts Collection
14.5. Counting and Looping through Charts
14.5.1. Counting Chart Sheets
14.5.2. Counting Embedded Charts
14.5.3. Looping through All Charts
14.5.4. Changing the Location of All Charts
14.5.5. Printing All Embedded Charts
14.6. Setting Axis Values
14.7. Sizing and Aligning Charts
15. Advanced VBA Examples
15.1. Creating Charts with VBA
15.1.1. Creating an Embedded Chart
15.1.2. Creating a Chart on a Chart Sheet
15.2. Using VBA to Apply Chart Formatting
15.2.1. Formatting a Chart
15.2.2. More Chart Formatting Examples
15.3. Applying Data Labels
15.3.1. A Basic Data Label Macro
15.3.2. Applying Linked Data Labels
15.3.3. Prompting for a Range
15.4. Exporting Charts as GIF Files
15.5. Creating a Scrolling Chart
15.6. Creating a Word Cloud
15.7. Determining the Ranges Used by a Chart
15.8. Event Procedure Examples
15.8.1. Worksheet_Change Event Procedures
15.8.2. Selection_Change Event Procedures
16. Working with Colors
16.1. About Excel 2007 Colors
16.2. Specifying Colors
16.2.1. The RGB Color System
16.2.2. The HSL Color System
16.2.3. Converting Colors
16.3. Understanding Grayscale
16.3.1. Converting Colors to Gray
16.3.2. Viewing Charts as Grayscale
16.4. Experimenting with Colors
16.5. Understanding Document Themes
16.5.1. About Document Themes
16.5.2. Understanding Document Theme Colors
16.5.3. Displaying All Theme Colors
16.6. Working with Shape Objects
16.6.1. A Shape's Background Color
16.6.2. Using Other Fill Types with a Shape
16.6.3. Finding Out More about Shapes
16.7. Modifying Chart Colors
IV. Appendixes
A. What's on the CD–ROM?
System Requirements
Using the CD
What's on the CD
Sample Files for Excel 2007 Charts
Chapter 01
Chapter 02
Chapter 04
Chapter 05
Chapter 06
Chapter 07
Chapter 08
Chapter 09
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
eBook version of Excel 2007 Charts
Applications
Troubleshooting
Customer Care
B. Other Charting Resources
Excel's Help System
Microsoft Technical Support
Support Options
Microsoft Knowledge Base
Microsoft Excel Home Page
Microsoft Office Home Page
Internet Newsgroups
Accessing Newsgroups by Using a Newsreader
Accessing Newsgroups by Using a Web Browser
Searching Newsgroups
Internet Web Sites
The Spreadsheet Page
Daily Dose of Excel
Jon Peltier's Excel Page
Excel User
Tushar Mehta Consulting
Pearson Software Consulting
Stephen Bullen's Excel Page
David McRitchie's Excel Pages
Mr. Excel
Junk Charts
Excel Charting Add–Ins and Enhancements
The Chart Assistant
Crystal Xcelsius
Grab–It
MicroCharts
Power Utility Pak
SparkMaker
Speedometer Chart Creator
XY Chart Labeler
Wiley Publishing, Inc. End-User License Agreement
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A. What's on the CD–ROM?
Part IV. Appendixes
appendix A
What's on the CD–ROM?
appendix B
Other Charting Resources
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