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Quick Reference Card - Charts I: How to create a chart in Excel 2007

See also

Here is a list:

Create a chart

  1. Select the data that you want to chart.
  2. Click the Insert tab, in the Charts group, select the chart type for the chart you want to create, and then click the chart subtype.

Tip    To change the chart type after the chart is created, click inside the chart. On the Design tab, in the Type group, click Change Chart Type, and select another chart type.

Chart Tools

After your chart is inserted, the Chart Tools appear, with three tabs: Design, Layout, and Format. On these tabs you'll find the commands you need to work with charts. When you complete the chart, click outside the chart. The Chart Tools go away. To get them back, click inside the chart. Then the tabs reappear.

Change the chart view

After you create a chart, you can make your chart compare data in more than one way. Click in the chart. On the Design tab, in the Data group, click Switch Row/Column.

Change the chart layout

You can add chart and axis titles, add a data table, delete gridlines, or add data labels quickly by changing the chart layout. Click in the chart. Then on the Design tab, in the Chart Layouts group, click the More button Button image to see all the layouts. Click the one you want.

Another way to apply layouts is to click the Layout tab and make selections individually in the Labels and Axes groups.

Change the look of a chart

To change chart colors, click in the chart. Then on the Design tab, in the Chart Styles group, click the More button Button image to see all available colors. Then click the ones you want.

If you don't see colors you want, you can get other colors by clicking the Page Layout tab, and then clicking Colors in the Themes group. When you rest the pointer over a theme, the theme is shown in a temporary preview on the chart. You see the theme's effect before you apply it, saving you the step of undoing it if you don't like it. Click the one you like to apply it to the chart.

Important The colors from the theme will be applied to other elements you add to the worksheet, such as tables, or cell styles.

Format chart titles

There are a number of options if you want to add formatting to chart or axis titles.

  1. First, select a title.
  2. Then, on the Format tab, in the WordArt Styles group, click the arrow beside Text Fill to add a color. You can also pick a gradient, or a texture. Or you can click the arrow beside Text Outline or Text Effects in the WordArt Styles group to add visual style to titles.

    To make font changes, such as making the font larger or smaller, or to change the font face, click the Home tab, and then go to the Font group. Or you can make the same formatting changes by using the Mini toolbar. The toolbar appears in a faded fashion after you select text. If you point at the toolbar it becomes solid, and then you can select formatting options.

More formatting options

  1. Select a data series (in a column chart, for example, that means that you would click one column to select all the columns for that person or region).

    If you have any trouble selecting a series, click the Format tab, and then go to the Current Selection group. Click the arrow in the box at the top of the group, look for the name of the series you want, and then select it in the list.

  2. On the Format tab, in the Shape Styles group, you can for example, click the arrow on Shape Effects, point to Shadow, and then rest the pointer on the different shadow styles in the list. You can see a preview of the shadows as you rest the pointer on each style. When you see one you like, select it.

    Other options in the Shape Styles group are Shape Fill, where you can add a Gradient or a Texture to the column and Shape Outline.

Create and use a chart template

  1. Click in the chart you want to save as a template.
  2. On the Design tab, in the Type group, click Save As Template.
  3. In the Save Chart Template dialog box, in the File name box, type a name for the template.
  4. To use the template, select data for the chart. On the Insert tab, in the Chart group, click any chart type.
  5. Click All Chart Types. In the Change Chart Type dialog box, click Templates. Select the template.

Add a chart to PowerPoint 2007

  1. Copy the chart in Excel 2007.
  2. Open PowerPoint 2007. Paste the chart on the slide you want it on.

    The chart will automatically be updated in PowerPoint if it is revised in Excel unless you decide otherwise. You can select options on the Paste Options button in the lower right corner of the slide when you paste the chart in PowerPoint.

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