Microsoft Excel 2013: MOS Foundation

Lesson 6
Create Charts and Objects

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Objectives

By the end of this lesson, you will be able to:

● Create and format charts

● Create quick charts and graphs

● Insert picture and file objects

● Add textboxes and SmartArt graphics in worksheets

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Introduction to Charts

A chart or graphic is a visual representation of data with pictures, extensively used for business presentations.

Column Charts To display categories on a horizontal axis and values on a vertical axis

Line Charts To display categorical data on the horizontal axis and the values on the vertical axis

Pie Charts To display the individual item size in proportion to the whole

Doughnut Charts To display the relationship of an individual component to a whole component

Bar Charts To display categories on the vertical axis and the values on the horizontal axis.

Area Charts To display change over time and draw attention to the total value across a trend.

Scatter Charts To display combined values of X and Y in a single data point series.

TIP: The Combo Charts feature is used to integrate multiple types of charts into a single chart.
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Create Charts

Excel 2013 has introduced new features, which allow you to create charts effectively. They include:
● Recommended Charts;
● Organized Chart Tools Tab;
● Chart Elements;
● Chart Styles and Filters;
● New Formatting Task Pane;
● More Data Labels Options;
● Combo Charts; and
● Quick Analysis Charts.

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Create Charts (contd.)

There are different types of charts and graphs in Excel 2013. There are approximately 200 types of graphs in Excel.

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Create Charts (contd.)

Single source values or multiple values can be added to generate a graphical representation. Each chart contains variable
values like data labels, chart titles, and axis values.

TIP: Use F11 shortcut key to create new chart in new worksheet quickly.
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Business Scenario

John’s manager has assigned him the task of preparing a bonus report for
the previous year. He has also told him to create charts for the different
portions of the table to aid in analyzing the report.

Demo

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Format Charts

Excel 2013 has introduced a new feature called the Quick Analysis Tool, which is used to access formatting options
relevant to the current data.

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Format Charts (contd.)

The Formatting Task Pane is a consolidated source for all formatting and styling options for graphs.

TIP: Do not use dark colors in the chart background, dark colors will effect the vision.

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Business Scenario

After reviewing the bonus chart prepared by John, the manager now
wants him to format the charts to give it an aesthetic appeal. John wants
to format the charts using the design and format options.

Demo

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Move and Resize Charts

In Excel, by default all charts and diagrams are created on the same worksheet as the data source. You can move or
resize a diagram by dragging it or by specifying precise dimensions.

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Business Scenario

John’s manager has reviewed the bonus report charts and has asked him
to work on improving the presentation. To make the report visually
appealing, John needs to place the charts one below the other. Further,
he has been asked to keep the information intact, but work on moving
and resizing the charts.

Demo

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Recommended Charts
Recommended Charts are used to create different types of charts for the same data range.

List of charts for

the selected data

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Business Scenario

John's manager has asked him to plot a chart for the bonus details of
employees. He needs the chart quickly and has asked John to use the
"Recommended Chart" feature in Excel 2013.

Demo

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Introduction to Objects

Excel 2013 allows you to incorporate all graphic elements of MS Word and PowerPoint into a workbook. This
feature is used to create standalone information sources containing text content and data in other formats as well.

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Insert Picture Objects

The Insert Picture Objects function is used to insert existing pictures or create new images and embed them as
objects in workbooks.

TIP: The Insert Picture Objects function saves a lot of time to display relevant content with a picture.
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Business Scenario

John’s colleague, Richard has been working on a product catalogue and

has approached John for help. He wants John to teach him how to insert
pictures into Excel 2013 worksheet.

Demo

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Insert Other File Formats as Objects

Excel 2013 allows you to create objects from other MS applications, such as Word and PowerPoint in two ways.

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Business Scenario

John’s manager wants him to create the employee performance report

for the previous year in Excel 2013. He has asked John to include the
table for ‘bonus distributed to employees’ and the associated ‘charts’
from the bonus report for reference.

Demo

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Add Textboxes

Textboxes can be added in worksheets to display specific information, such as quick tips or descriptive notes.

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Business Scenario

John has created the employee bonus report in Excel 2013 including
details such as employee name, employee code, bonus received, etc.
John’s manager has asked him to include a note saying that ‘the bonus
amount will change as per the company policy’.

Demo

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Add SmartArt

SmartArt can be added to represent data like process flows, organization hierarchies, and relationships using
graphical elements.

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Business Scenario

Simplilearn has declared bonus for employees with exemplary

performances. The steps to know which employee has been awarded the
bonus is also published. John’s manager has asked him to create an
infographic detailing the steps for accessing the employee bonus list.
John wants to create the infographic in Excel 2013 using the SmartArt
option.

Demo

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Quiz 1

Which of the following option is related to charts?

a. Create Multiple Charts

b. Move or Resize charts
c. Format Charts
d. All the above

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Quiz 1

Which of the following option is related to charts?

a. Create Multiple Charts

b. Move or Resize charts
c. Format Charts
d. All the above

Answer: d.

Explanation: In Excel, we can create multiple charts, move and resize charts, and format charts.

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Quiz 2

State True or False: We can insert and link objects from a Word document.

a. True
b. False

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Quiz 2

State True or False: We can insert and link objects from a Word document.

a. True
b. False

Answer: a.

Explanation: Yes, we can insert Word documents as objects and links.

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Quiz 3

State True or False: We can use SmartArt to create process flow diagrams

a. True
b. False

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Quiz 3

State True or False: We can use SmartArt to create process flow diagrams

A. True
B. False

Answer: a.

Explanation: Yes, we can create process flow diagrams using SmartArt.

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Summary

Here is a quick recap of what was covered in this lesson:

● Some newly added chart features help in quick and easy creation of graphic and
diagrams.

● Chart size is determined by the size of a cell.

● The Quick Chart feature includes the different styles of graphic representations for a
given set of data.

● Pictures and files can be inserted in a worksheet in two ways – by creating a new
object and by creating an object from an existing file.

● Textboxes are rectangular boxes with text. They are used to add descriptive or
commentary notes in the worksheets.

● SmartArt enables pictorial representation of information. It is extensively used in

business presentations.

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 Thank You

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