how to make mba level charts

7/23/2019 how to make MBA level charts

http://slidepdf.com/reader/full/how-to-make-mba-level-charts 1/57

Excel Charting Primer I

Charting Missing Data

Modifying Chart Series

Create a Chart with Series Formulas

Combination Charts

Use 2 alue !xes in a Chart

"ra#hical Fills

Dynamic Chart $itles

%& 's( )ine Chart $y#es

Correcting Misleading Chart Scales

Managing Category Dates

Creating a Chart with Multi#le Category )abels

)ocate Chart $ic* Mar*s

!dding )abels to %& and +ubble Chart Data Points

,-D Chart +asics

Many of the exam#les in this wor*boo* wereada#ted from the text named Excel Charts. by

/ohn 0al*enbach. 0iley. 211,(

http://var/www/apps/conversion/tmp/scratch_7/

http://var/www/apps/conversion/tmp/scratch_7/



, 0ays to Chart Missing Data

Charting Missing Data$he three charts in this wor*sheet show three ways to handle missing data(

In the first chart the missing data is not #lotted. in the second the missing

data is #lotted as eros. and in the third Excel inter#olates the missing data(

The Data

Time Temperature

32411 !M 25

3411 !M 26

2411 !M 26

,411 !M 27

7411 !M 28

9411 !M ,2

8411 !M ,9

6411 !M ,5

5411 !M 71

:411 !M

31411 !M 79

33411 !M 76

32411 PM 91

3411 PM 92

2411 PM 92

,411 PM 91

7411 PM 7,

9411 PM

8411 PM ,8

6411 PM ,7

5411 PM ,2

:411 PM ,1

31411 PM 2:

33411 PM 25

1

31

21

,1

71

91

81

TemperatureChart 1 - Missing Data Not Plotted

1

31

21

,1

71

91

81

TemperatureChart 2 - Missing Data Not Plotted as Zeros

1

31

21

,1

71

91

81

TemperatureChart 3 - Missing Data Interpolated

;eturn to Contents



Mani#ulate Chart S

Manipulate Chart eries

the data series and the regions as the categories( Change the <3 Sales series nam

=<3 Sales= to =<uarter 3 >Millions=?( $he #lotting order is changed so the @uarter 2

mar*ers a##ear to the left of the @uarter 3 series mar*ers and =<2 Sales= is the to

of the legend(

3? !ll series remo'ed but Aorth. South. East. and 0est(

,? &-axis scale chaned from B1 to B61 to B1 to B51 and dis#lay labels by 21s on the

>that is. B1. B21. B71. B81. B51. and B311? instead of by 31s(

7? ! chart data table added(

Data !ange 1

!egion "1 ales "2 ales

Aorth B91 B99

South B79 B72

East B,2 B,9

0est B95 B91

Central B71 B7,

Aorth0est B,9 B,9

AorthEast B,1 B25

South0est B,5 B79

SouthEast B72 B75

Data !ange 2

!egion "3 ales "# ales

Aorth B95 B98

South B73 B71

East B,6 B,5

0est B7: B92

Central B78 B76

Aorth0est B,6 B,7

AorthEast B27 B22

South0est B76 B75

SouthEast B75 B79

Chart 1$ ! column chart using data in Data !ange 1 with the @uarterly sales 'alues a

Chart 2$ % co#y of Chart 3 with these changes4

2? Aorth. South. East. and 0est data added for @uarters , and 7 from Data !ange

Aor th South Ea

B1

B31

B21

B,1

B71

B91

B81

B61

Aor th

B1

B21

B71

B81

B51



Cre

Create a Chart &' peci('ing its eries$he series function in the chart below generates the bar m

$he data for the chart doesnt exist anywhere but in the S

statement. which is SE;IES>.=Films=.=+oo*s=.=Music=.2.

$he co#y of the chart below has been modified to column

$he SE;IES formula has been changed so that Films. +oo*s

Music constitute a single data mar*er with a total of 35 ho

Coo*ing. and Dusting are a second data mar*er with a tot

! legend has been included and functions as this charts ti

+elow is the text for the series function that will create t

SE;IES>=Gours Per 0ee*4 Entertainment 's( Gou

0hen dis#laying the formula in the wor*sheet. #recede th

a single @uote mar* so Excel doesnt attem#t to inter#ret

actual formula(

) Note

$o create a chart using only a series formula. start the Ch

0iard as usual but without selecting any data beforehan

button immediately( 0ith the em#ty rectangle the 0iard

series function that defines your chart( Excel creates the

0iards Ste# 3 select a chart ty#e( Clic* the 0iards Fin

allocated selected >Illustr. 1). clic* in Excels Formula +ar

chart >Illustr. 2?( !dd whate'er formatting you li*e(

*ours Per +ee,$ Entertainment

0

5

10

15

Hours Per Week: Entertainment vs. Housekee



Com&ination ChartsCreate a combination chart by creating a standard chart first and then

con'erting one or more of the chart series to a different chart ty#e(

!egion "1 ales "2 ales "3 ales "# ales

Aorth B91 B99 B81 B89

South B79 B72 B,: B,8

East B,2 B,9 B,5 B73

0est B95 B91 B72 B,7

Central B71 B7, B78 B7:

Excel offers a few built-in combination charts on its Chart 0iard Ste# 3

on its =Custom $y#es= tab. but its easy to customie your own combination(

Aorth South East 0est Central

B1

B21

B71

B81

B51

<7 Sales <3 Sales <2 Sales <, Sales

Column and ine Com&ination Chart

Aorth South East 0es

B1

B21

B71

B81

B51

<, Sales <7 Sales <3 Sales

Column. %rea. and ine Com&inatio

;



t Central

<2 Sales

n Chart

eturn to Contents



% Chart /ith T/o 0alue %xes0hen the data youre charting 'aries dramatically in scale.

a chart with two 'alue axes may be the best solution( March

$he first chart on this wor*sheet uses a single 'alue axis( %pril

$he second chart is modified so Income 'alues use the left-hand Ma'

& axis and Profit Margin 'alues use a new right-hand & axis( une

$he left-hand & axis scale is changed so it ranges from 361.111 ul'

to 2.:61.111 with a =Maor Unit= of 611.111( $he right-hand %ugust

& axis scale is changed to start at :J( eptem&er

B3.961.111

B2.261.111

B2.:61.111

32(1J

3,(1J

37(1J

39(1J

Data Charted +ith T/o 0alue %xes

I n c o m e

March !#ril May /une /uly !ugust Se#tember

B-

B591.111

B3.611.111

B2.991.111

B,.711.111

Income

Profit Margin

Data Charted +ith ne 0alue %xis



March !#ril May /une /uly !ugust Se#tember

B361.111

B561.111

:(1J

31(1J

(

Income

Profit Margin



Income Pro(it Margin

B 2.799.852 32(9J

B 2.122.939 33(2J

B 3.5::.955 31(3J

B 2.791.,59 37(9J

B 2.559.828 37(3J

B 3.::,.259 3,(2J

B 3.:55.89: 31(:J

P r o( i t M ar g i

;eturn to Contents



Examples o( Charts /ith raphical 4ills

B3

B911.113

B3.111.113

B3.911.113

B2.111.113

B2.911.113

B,.111.113

Plot %rea /ith 3r

March !#ril May

B-

B911.111

B3.111.111

B3.911.111

B2.111.111

B2.911.111

B,.111.111

1(1J

2(1J

7(1J

8(1J

5(1J

31(1J

32(1J

37(1J

Line Chart Plot Area with Graphical Fil l

Pie Chart with aGraphic in One Slice

Quarter 1 Quarter 2 Quarter 3

Char



Co#y a chart and #as

from its underlying d

Chart Data

<uarter 3 <uarter 2 <uarter ,

!#r 32 , 98

Feb 379 9 77

Mar 38 55 86

1 3

/anuary

Feb

Mar

!#r

May

/un



March !#ril May

aphical 4ill and Chart eries /ith 3raphical 4ill

with Formatted Legend

Quarter 1

Quarter 2

Quarter 3

;eturn to Contents



te s#ecial as a #icture to se#arate the chart

ata( Ungrou# the elements to mani#ulate them(

raphic 5nce a Chart6

Edited as a Picture

21 ,1 71 91 81

Aew Data Kld Data



D'namic Chart TitlesMa*e chart titles dynamic if you want them to change

automatically as 'alues in your wor*sheet change(

"1 "2 "3

4e& 317 69 98 ;eferenced 'alue4 outhern >Change this 'alue

Mar 339 58 77

Concatenation4 alues from the Southern ;egio

Gow to create a dynamic chart title4

3( Create the chart. lea'ing off a main title(

2( )ocate in a wor*sheet cell >or cells? the 'alue

the title to ta*e on( If using 'alues from more

create the title you want in another cell using,( Select the chart(

7( Clic* in the formula bar. enter an e@uals sign.

the cell that holds the title 'alue or the conca

you want( Git the enter *ey(

"1 "2 "3

7

#7

87

127

Feb

Mar

0alues (rom the outhern !egion



to change the chart title(?

n

you want

than one cell.

Excel concatenation(

and reference

tenated 'alue

;eturn to Contents



The 9: 5catter6 ;s< the ine Chart D

$he relationshi# between data #oints is best #lotted with :ear

an %& or Scatter #lot for certain *inds of data( +elow is 1

an %& chart ty#e of the #o#ulation data in this wor*sheet( 3111

+elow that is a line chart of the same data( $he line chart 3291

assumes the % axis is non-numeric and that the years are 3911

e@ually s#aced in the data. which is not the case( $he line 3691

chart gi'es a misleading 'iew of the data( 3511

3591

3:11

3:31

3:21

3:,1

3:71

3:913:81

3:61

3:51

3::1

3:::

2111

2131

2121

21,1

21712191

2311

2391

1 911 3111 3911 2111 2911

1

2

7

8

5

31

32

:ear 5plotted against population (igures6

P o p u l a t i o n 5 &

i l l i o n s 6

Population ro/th$ 9: Chart

1

2

7

8

5

31

32

Population ro/th$ ine Chart

:ear 5plotted as categor' ;alues6

P o p u l a t i o n 5 & i l l i o n s

6



ta

Population (billions)

1(13

1(21

1(71

1(89

1(65

1(:1

3(21

3(89

3(69

3(59

3(:9

2(19

2(9:2(61

,(31

,(51

7(,1

7(59

9(71

9(:9

8(91

5(33

5(955(:3

:(78

:(69

;eturn to Contents



Misleading cales=Consistent Chart calesIf creating se'eral charts of li*e data. its often best to ur;e' "uesti

ma*e sure the chart scales remain the same so the data Excellent

can be com#ared accurately across charts( $he first two ery "ood

charts below a##ear to be charting data thats @uite similar. "ood

but this is because the 'alue scales are different( See the Aot "ood

third chart below that uses the same scale as the first( Unsatisfactory

ur;e' "uesti

Excellent

ery "ood

"ood

Aot "ood

Unsatisfactory

$his third chart is based on fewer res#onses( $he scale of this chart matches the scale

of the first chart. ma*ing it easier to com#are res#onses accurately across charts(

Excellent

ery "ood

"ood

Aot "ood

Unsatisfactory

1(1J 9(1J 31(1J 39(1J 21(1J 29(1J ,1(1J ,9(1J 71(1J 79(1J

ur;e' "uestion 1 !esponses 5cale 7->7?6

Excellent

ery "ood

"ood

Aot "ood

Unsatisfactory

1(1J 2(1J 7(1J 8(1J 5(1J 31(1J 32(1J 37(1J 38(1J 35(1J

ur;e' "uestion 2 !esponses 5cale 7-27?6

Unsatisfactory

ur;e' "uestion 2 !esponses 5cale 7->7?6



Excellent

ery "ood

"ood

Aot "ood

1(1J 31(1J 21(1J ,1(1J 71(1J 91(1J



n 1 !esponses

,(1J

7(:J

27(7J

73(9J

28(2J

311(1J

n 2 !esponses

2(:J

7(1J

33(1J

38(1J

32(1J

79(:J

;eturn to Contents



The Date-@ased Categor' Chart %xisIf you create a chart using time or date data as category data. ale Date

Excel automatically creates e@ual inter'als between 'alues 31L9L211,

e'en if that means adding new category information to what 31L6L211,

youre charting( For exam#le. the chart below shows e@ually 31L32L211,

s#aced dates on the category >%? axis. although the data 31L35L211,

itself >at right? does not ha'e dates e@ually s#aced( 31L2,L211,

31L27L211,

31L25L211,

If you #refer you can turn off this Excel charting feature( K#en the

=Chart K#tions= dialog for the chart and on the =!xes= tab change

the selected o#tion for the category axis from =!utomatic= to =Category=(

$0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 $7.0

Saes !"#ousans%

E q u a l l y - s p a c e d D a t e s S u p p l i e d

b y E x c e l

10&1'&2003

10&23&2003

10&24&2003

10&2'&2003

Saes !"#ousans%

t h e D a t a O n l y



10&5&2003

10&7&2003

10&12&2003

$0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 $7.0

D a t e s F r o



ales 5Thousands6

B9(,

B7(9

B8(8

B9(5

B,(2

B9(3

B7(5

;eturn to Contents



Asing Multiple Categor' a&elsExcel can recognie and use multi#le rows or columns of category

'alues in a single chart(

$o correct Excels inter#retation of the data. use the =Series= tab in the

=Source Data= chart dialog( Aote that data used for the multi#le category

names must be contiguous(

China Japan Croatia Russia Canada MexicoFar East Eastern Europe West

0

5

10

15

20

25

(ont#

)onta*tsExcels !nterpretation o" the Data to Chart

5

10

15

20

25

Multiple Cate%ory &abels Reinterpreted to include Months

u m b e r o " C o n t a c t s M a d e



#$ ## #$ ## #$ ##China Japan Croatia Russia Canada Mexico

Far East Eastern Europe West

0



Categor' a&els

Data to Chart

!egion Countries Month Contacts

Far East China 31 39

/a#an 33 38

Eastern Euro#e Croatia 31 32

;ussia 33 31

0est Canada 31 35

Mexico 33 2,

;eturn to Contents



Controlling Chart Tic, Mar, a&els Data to Chart

0ith some charts you may want to o'erride Excels -9

standard #ositioning of tic* mar* labels -,

-3

,

9

5

Use the =Format !xis= dialog and the =Patterns= tab to

control tic* mar* label #ositioning on a chart(

1 2 3 4 5 6

+6

+4

+2

0

2

4

6

'

10

Standard (ic) Mar) &abel *osition

(ic) Mar) *osition

+6

+4

+2

0

2

4

6

'

10

(ic) Mar) &abels Speci"ied 0&o10



# + , . /

+6

+4

+2

0

2

4

6

'

10

(ic) Mar) &abels Speci"ied 02i%h0



;eturn to Contents



a&eling 9: and @u&&le Chart Data PointsExcel has no way for you to s#ecify a range of text to be used as

data labels for the 'alues #lotted in %& or Scatter charts( )abels

can be added manually. or third-#arty utilities are a'ailable to

ma*e a labeling feature a'ailable to your %& chart( Microsoft also

#ro'ides instructions on its Nnowledge +ase website for creating

a +! #rogram to add %& labels( $hat +! code is used to label

the data #oints in the scatter and bubble #lot exam#les here(

See

SUMMARY

Excel has no built-in commandto automatically attach text labels to

data points in an xy (scatter) or Bubble chart. However, you can create a

Visual Basic for pplications macro that does this. Below is a macro that

performs this tas! on an "# $catter chart. %t can also be used for a Bubble &har

'he sample code in this article assumes that the data and associated labelsare arraned in a wor!sheet accordin to the followin format 'he first

column contains the data labels. 'he second column contains the x values

for the xy (scatter) chart. 'he third and subse*uent columns contain the y

values for the xy (scatter) chart.

y values, you can use more than one series of data.

htt#4LLsu##ort(microsoft(comLdefault(as#xOscid*ben-us23,691

NOTE lthouh the example provided contains only one column of data for

$20 $25 $30 $35 $40 $45

0

4

'

12

16

20

'

12

10

5

15

'etsu)e Demand by *rice and Model- as 34 5Scatter6 *lot -

D e m a n d

*rice

http://support.microsoft.com/default.aspx?scid=kb;en-us;213750

http://support.microsoft.com/default.aspx?scid=kb;en-us;213750



'o use the macro described here, create a chart usin the followin data

A1: Labels B1: X Values C1: Y Values

A2: DataPoint1 B2: 12 C2: 5





data labels should not be separated from the column that contains the x values.

labels and values must be laid out in exactly the format described in this article

(the location of the upper-left cell does not have to be cell +).

'o attach text labels to data points in an xy (scatter) chart, follow these steps

- &reate an "# chart in the usual fashion.- ress '/++ to open Excel0s Visual Basic for pplications environment.

- 'ype the followin sample code in the module sheet (or copy 1 paste fro

Sub Atta!Labels"oPoints#$

%Di&ension 'a(iables)

Di& Counte( As *nte+e(, C!a(t-a&e As St(in+, .Vals As St(in+

% Disable s(een u/0atin+ !ile t!e sub(outine is (un)

A//liation)S(een/0atin+ alse

%Sto(e t!e o(&ula o( t!e i(st se(ies in .Vals)

.Vals Ati'eC!a(t)Se(iesColletion#1$)o(&ula

%.t(at t!e (an+e o( t!e 0ata (o& .Vals)

.Vals i0#.Vals, *nSt(#*nSt(#.Vals, ,$, .Vals,

i0#Let#.Vals, *nSt(#.Vals, $ ; 1$, 9$$$

.Vals Let#.Vals, *nSt(#*nSt(#.Vals, $, .Vals, ,$ ; 1$

Do <!ile Let#.Vals, 1$ ,

.Vals i0#.Vals, 2$

Loo/

%Atta! a label to ea! 0ata /oint in t!e !a(t)

o( Counte( 1 "o =an+e#.Vals$)Cells)Count

Ati'eC!a(t)Se(iesColletion#1$)Points#Counte($)>asDataLabe

"(ue

Ati'eC!a(t)Se(iesColletion#1$)Points#Counte($)DataLabel)

=an+e#.Vals$)Cells#Counte(, 1$)?set#@, ;1$)Value

-e.t Counte(

n0 Sub

NOTE 'he table should not contain empty columns, and the column that contai

- 2n the VB Insert menu, clic! Module to create a code window.



- ress '3 to return to 4icrosoft Excel.

- $elect the chart.

and then clic! 5un to run the macro.

'he macro automatically associates the labels with the data points on the

- /rom Excel0s menus choose Tools, Macro, Macros. &lic! AttachLabelsT



+ubble Sie

Aetsu*e Price Demand !'ailability

Nirin B22 5 ,

+adger B,5 32 9

Foo Dog B,2 31 7

+ean $hrower B72 9 3

Mirror Polisher B25 39 5

$his column of data is used in the bubble chart only( $he bubble sie

gi'es a @uic* 'isual indication of the =a'ailability= dimension in the data(

.

$15 $20 $25 $30 $35 $40 $45

4

'

12

16

'etsu)e Demand by *rice7 Model7 8 9:ailability

- as ;ubble Chart -

*rice

D e m a n d

;eturn to Contents



chart.

Points,



Kirin Badger Foo Dog Mirror Polisher

Bean Thrower



3-D Chart @asicsExcel has some built-in ,-D chart ty#es( $he ,-D chart here Chart Data

is shown in six different 'iews( +ecause it can be difficult :ear

to select a ,-D chart element. remember that the Chart 2777

$oolbar has a dro#-down list of elements that can be used 2771

for selection( 2772

iew 24 $h

iew 34 ! standard ,-D column chart( Select the

2000 2001 2002

+

1,500

3,000

4,500

6,000

-araor

)orgi

/eington

Do%s Re%istered 1ith the 9<C by ;reed



iew 74 $he ,-D chart with a Q alue axis added( $he data isnt all

'isible in this 'iew and with this arrangement of the data( $he =Chart

iew 84 $he data series modified so all data is 'isible the chart rotated( $he =Forma

2000

2001

2002

+

1,500

3,000

4,500

6,000

-araor

)orgi

/eington


2000

2001

2002

+

1,500

3,000

4,500

6,000

/eington

)orgi

-araor




a&rador Corgi @edlington

2.1,1 927 52

7.,29 8,5 317

9.332 :2: 21,

=frame 'iew= >wLCKA$;K) de#ressed to show sha#es?(

hart =Corners= element and use this 'iew to control #ers#ecti'e( iew ,4 $he chart with #ers#ecti'e altere

2000 2001

+

1,500

3,000

4,500

6,000

Do%s Re%istered 1ith the 9

;eturn to Contents



K#tions= dialog =!xes= tab with all , axes selected( iew 94 !n incom#rehensible ,-D 'iew of

t Data Series= dialog with its =Series Krder= tab(

2000

2001

2002

+

3,000

6,000

Do%s Re%istered 1ith th



d by dragging the Corners element(

2002

-araor

)orgi

/eington

<C by ;reed



he data( button to return the chart to a standard #ers#ecti'e(

Use the =Chart K#tions= =,-D iew= dialog and its Default

-araor

)orgi

/eington

e 9<C by ;reed

how to make mba level charts

Documents