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...dynamic
...dynamic
...dynamic
Formatting Notes
Trend Lines
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Illustr. 2.
How to add a trend line.
Illustr. 1. A line chart with trend line and custom trend line name added.
Illustr. 3.
The "Type" tab of the "Add Trendline" dialog.
Date
5/23/2003
5/22/2003
5/21/2003
5/20/2003
Volume
460,600
399,700
674,300
896,800
5/19/2003
5/16/2003
5/15/2003
5/14/2003
502,300
648,700
635,900
784,100
5/13/2003
5/12/2003
5/9/2003
5/8/2003
5/7/2003
856,300
820,900
###
784,200
###
5/6/2003
5/5/2003
5/2/2003
5/1/2003
4/30/2003
703,500
446,800
761,200
978,000
367,300
4/29/2003
4/28/2003
4/25/2003
4/24/2003
4/23/2003
580,000
370,900
329,900
699,800
###
4/22/2003
4/21/2003
4/17/2003
4/16/2003
473,600
376,800
666,500
400,500
4/15/2003
4/14/2003
357,000
436,200
3,000,000
4/11/2003
4/10/2003
4/9/2003
504,400
###
566,100
2,500,000
4/8/2003
4/7/2003
345,200
477,800
4/4/2003
4/3/2003
4/2/2003
462,200
528,100
481,700
4/1/2003
3/31/2003
537,500
392,600
3/28/2003
3/27/2003
3/26/2003
317,800
635,900
586,100
3/25/2003
3/24/2003
514,600
888,200
3/21/2003
3/20/2003
3/19/2003
###
###
###
3/18/2003
3/17/2003
###
933,800
3/14/2003
3/13/2003
3/12/2003
662,300
647,200
408,100
3/11/2003
3/10/2003
388,900
670,200
3/7/2003
3/6/2003
3/5/2003
727,500
751,700
542,300
3/4/2003
3/3/2003
377,500
395,500
2/28/2003
2/27/2003
2/26/2003
448,500
348,900
392,100
2/25/2003
788,400
2/24/2003
716,400
3,500,000
3,000,000
Volume
Volume Trend
2,500,000
2,000,000
1,500,000
1,000,000
500,000
0
2/24/2003
3/24/2003
4/24/2003
Illustr. 4. The same chart as above but with a 20 day forward forecast.
The regression equation for the trend line is displayed on the chart.
Illustr. 5
The "Options" tab selections for this chart.
Volume
Linear (Volume)
2,000,000
1,500,000
1,000,000
500,000
0
2/24/2003
3/24/2003
4/24/2003
Return to Contents
data points you choose. There are two ways to create a moving average line:
1. Use the "Moving average" option in the "Add Trendline" dialog.
2. Create a moving average data series based on your data and chart that
=AVERAGE(C18:C22) and is
Data
Interval
Value
1
2
$48
$88
$65
$70
Illstr. 1. Moving average line added using the "Add Trendline" dialog.
3
4
$59
$90
$62
$68
5
6
$39
$75
$62
$75
7
8
$48
$89
$73
$86
9
10
11
$59
$102
$65
$84
$94
$87
$110
12
13
$114
$80
$98
$89
$90
14
15
$109
$65
$98
$94
$70
16
17
$120
$72
$107
$103
18
19
$124
$89
$114
$109
20
$128
$128
$50
$30
1
9 10 11 12 13 14 15 16 17 18 19 20
Illustr. 2. The "Add Trendline" dialog with Moving Average and # periods selected.
$130
Value
$130
$110
$90
$110
$70
$90
$50
$70
$30
$50
$30
1
9 10 11 12 13 14 15 16 17 18 19 20
1 2 3
4 5 6
7 8 9
10 11 12
13 14 15
16 17 18
19 20
Calculation: Moving Average
Value
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Chart Data
Response
Absolutely true
True
Fairly true
Possibly true
Not really true
Definitely untrue
Illustr. 2. The "Format Data Series" dialog with "Y Error Bars" tab.
Number
9
18
25
23
15
10
Definitely untrue
10
15
Possibly true
23
Fairly true
25
True
18
Absolutely true
9
5
15
25
Illustr. 3. Error bars added with "Fixed Value" selected as "Error amount".
25
15
5
Absolutely
true
True
Fairly true
Possibly
true
Not really
true
Definitely
untrue
Illustr. 5. Right-click an error bar to open the "Format Error Bars" dialog.
Illustr. 4. The "Y Error Bars" tab for the data series.
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Excel offers built-in error bars, but you can also create your own
Chart Data
Response
Absolutely true
True
Fairly true
Possibly true
Not really true
Definitely untrue
True
Fairly true
Possibly true
Not really
true
Definitely
untrue
Number
35
12
28
57
32
26
Stock Chart
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High
0.8923
Low
0.8846
Close
0.8914
5/6/03
5/7/03
0.8866
0.8823
0.873
0.8742
0.8815
0.8751
0.89
5/8/03
5/9/03
0.8839
0.8739
0.8687
0.8668
0.8745
0.8721
0.88
5/12/03
5/13/03
0.8675
0.8719
0.8572
0.8646
0.8623
0.8682
0.87
5/14/03
5/15/03
0.8716
0.879
0.8664
0.8704
0.8696
0.8728
0.86
5/19/03
5/20/03
0.8601
0.8618
0.8518
0.8517
0.8582
0.8588
5/21/03
5/22/03
5/23/03
0.86
0.8601
0.8568
0.8513
0.8522
0.8442
0.8555
0.8532
0.8482
5/27/03
0.8471
0.839
0.8431
0.9
Close
0.85
0.84
0.83
5/5/03
5/6/03
5/7/03
5/8/03
5/9/03 5/12/03 5/13/03 5/14/03 5/15/03 5/19/03 5/20/03 5/21/03 5/22/03 5/23/03 5/27/03
The chart if the Excel's "Automatic" (default) axis is used to show dates instead of the
"Category" selection used in the chart above.
Close
0.9
0.89
0.88
0.87
0.86
0.85
0.84
0.83
5/5/03 5/6/03 5/7/03 5/8/03 5/9/03 5/12/0 5/13/0 5/14/0 5/15/0 5/19/0 5/20/0 5/21/0 5/22/0 5/23/0 5/27/0
3
3
3
3
3
3
3
3
3
3
The time scale axis displays dates in chronological order using specific intervals even if the dates in
the worksheet are not in chronological order and do not fall in these intervals. By default, Excel sets
the time scale data according to the smallest interval between any two dates in the data.
Series Lines
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Data
Sales
North
South
$32
$38
$40
East
$28
$22
$30
Illustr. 1. Series lines added using the "Format Data Series" dialog.
Illustr. 2. Same chart but as a Bar chart type with series lines reformatted.
East
$100
$80
South
$60
$40
North
$20
$0
North
South
Quarter 3
Quarter 2
East
Quarter 1
$0
$20
$40
Quarter 3
$60
Quarter 2
$80
$100
Quarter 1
$120
$140
A dynamic chart
Expanding Chart
Excel charts are by nature dynamic. That is, if the data on
which the chart is based changes, the chart automatically
changes as well. However, this is not the case if you
add data to a list. Use this technique to create a chart
that automatically expands (or contracts) with the data.
Example: A chart that automatically expands (or contracts)
when the amount of data to chart changes. That is, you
need not use the "Source Data" option to add or delete data.
12
10
8
6
4
2
0
Instructions:
1. Create a standard chart, using existing data.
2. Create two named formulas. The formulas will become argum
in a SERIES formula. Insert, Name, Define
=OFFSET(ExpandingChart!$I$10, 0, 0, COUNTA(ExpandingCha
Insert, Name, Define. Name: Sales. Refers to:
=OFFSET(ExpandingChart!$J$10, 0, 0, COUNTA(ExpandingCha
3. Use the Source Data option of the chart to m
it refers to the named ranges Date and Sales instead of to th
coded range references currently in place. Precede the nam
either the workbook name or the worksheet name, then an e
point.
4. Test your chart by adding new data to the end of the list or d
data from the end of the list.
Notes:
* Modify the example formulas above to fit your data locati
* Locate your list ranges in the worksheet so no other data
is in the same column. COUNTA counts the data in the n
column. The -1 parameter subtracts the list header fro
count.
* The names you established with the OFFSET formula will n
display in the formula bar's Name Box.
* See Excel's online help for descriptions of the parameters
the OFFSET and COUNTA functions.
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g existing data.
The formulas will become arguments
Name, Define. Name: Date. Refers to:
10, 0, 0, COUNTA(ExpandingChart!$I:$I)-1, 1)
Sales. Refers to:
10, 0, 0, COUNTA(ExpandingChart!$J:$J)-1, 1)
f the chart to modify the existing chart so
Date and Sales instead of to the hard
ently in place. Precede the named range with
the worksheet name, then an exclamation
A dynamic chart
100
90
80
70
60
50
40
30
20
10
0
SalesCalls
82
55
68
74
65
93
74
63
49
45
38
46
NumberOfMonths
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11
Value controlled by the
movement of the spinner
on the chart.
Instructions:
1. Create a standard chart.
2. Define the names needed to operate the scroll bar.
Cell M4 is assigned the range name "NumberOfMonths".
The Month range is assigned the name "Month" and is defined
by the OFFSET and COUNTA functions (see the "ExpandingChart"
worksheet in this workbook for more information.
The SalesCalls range is assigned the name "SalesCalls" and is defined
by the OFFSET and COUNTA functions.
Both these names exist only as defined in Excel's Define Name dialog so
you won't see them in the formula bar Name Box drop-down.
3. Use the chart's Source Data dialog to replace hard coded range
references with the category labels and values range for the chart.
4. Add a scrollbar to the chart from the Forms Toolbar. Format the
scrollbar with 1 as the minimum value and 12 as the maximum.
Set the incremental change to 1 and enter NumberOfMonths as
as the cell link.
5. Test the spinner control on the chart.
Notes:
* The NumberOfMonths value is used in the OFFSET function
to control the amount of data the chart displays. The scroll
bar control refers to the NumberOfMonths value as its "Cell
link". Enter an initial value in this cell so you can modify the
chart's Source Data ranges for labels and values.
A dynamic chart
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what to chart:
VisitDate RepairVisits
Start with:
6/2
12
6/2
6/3
10
# of days:
6/4
6/5
6/6
6/7
6/8
6/9
6/10
6/11
6/12
6/13
6/14
6/15
6/16
6/17
6/18
6/19
6/20
9
15
19
13
11
21
12
10
15
16
13
9
7
14
18
17
6
11
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F13 is named
ng Data, Validation
tartAndNumber!$F$11,
NumberOfDays,1)
tartAndNumber!$F$11,
NumberOfDays,1)
A dynamic chart
Checkbox Selection
Return to C
North
South
East
700
600
500
400
300
200
Oct
Nov
Dec
South
Jan
Feb
East
Mar
Apr
West
May
Jun
Jul
Nor th
West
1
1
0
1
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Month
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
North
500
490
475
395
450
482
400
490
510
486
455
400
South
320
300
290
275
296
324
350
355
368
376
380
355
East
435
401
450
465
420
470
465
450
432
420
400
398
West
550
598
620
623
529
603
660
678
656
670
675
676
Range Names
MonthX
North
South
East
West
Blank
ShowNorth
ShowSouth
NorthSeries
SouthSeries
Used:
L10:L21
M10:M21
N10:N21
O10:O21
P10:P21
Q10:Q21
J9
J10
510
376
ShowEast
ShowWest
EastSeries
WestSeries
J11
J12
0
670
Formatting Notes
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Sales
North
South
$45
$32
$42
$38
$34
$40
East
$22
$18
$17
Report
Reporton
onQuarter
Quarter11Sales
Sales
North
South
South
East
North
R&D
Jun
Jul
35
44
Maintenance
6
8
Aug
Sep
Oct
48
52
58
15
28
32
Nov
60
50
Dec
64
65
R&D
70
60
50
40
30
20
10
0
Jun
Jul
Aug
Sep
Oct
Nov
Dec
70
60
50
Illustr. 4. Chart with transparent data markers. See creation notes at right.
40
30
10
0
Jun
Jul
Aug
R&D
Sep
Oct
Nov
Dec
Maintenance
Although you can use a graphic as a chart's Plot or Chart area, you
can't use the Edit, Copy Picture and Edit, Paste method you can use to format
data markers (as in Illustr. 4). Instead, you must supply the file name of the
graphic image. If you already have a file in image format (e.g., GIF or JPG),
use it. However, if you want to use an Autoshape you create or if you
want to use an image from the Office Clip Art Library, use this technique to
turn the image into a graphic file:
1. Start a new Excel workbook and delete all but one sheet.
2. On the one sheet, insert whatever clip art you like and create any Autoshapes.
3. From the menus choose File, Save as Web Page and provide a file name
and location (a directory).
4. Excel saves the workbook in web (HTML) format and creates a new directory.
The directory will contain each of the clip graphics and autoshapes you included
on the sheet, each saved in a separate GIF-format file.
5. You can delete the Excel workbook once you've created separate GIF files.
Then use the GIF files in your chart formatting.
60
40
20
0
Jun
R&D
Jul
Maintenance
A ug
40
20
Jun
R&D
Jul
Maintenance
Aug
20
10
0
Jun
Jul
Aug
Sep
Oct
Nov
Dec