Excel Charts 2019 - Full

Microsoft Excel Charts 2019 Excel Charts 2019 - Visualize your data by working with many chart types in Excel 2019 / Office 365
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Transcript

So, this data that we're looking at, we'll make a grid chart and I'll show you why. Because it has the column headings, and it has the row headings. Now you don't need those things to make a chart, but it sure is going to make the traffic a whole lot better when you have the column headings and the row headings. Now sometimes during the session, I make my mouse do that. So you can find my mouse that way as well. All right, and you can see I do have the newest version of Excel.

So if you have anything from Excel 2013 onward, then the screen should be pretty similar to what you have. So we'll make this chart and then we have other charts to make as well. So First thing you want to do is you always want to highlight your data. So I'm going to click on cell a three. And I'm going to highlight from a three over to I nine. Now the reason I am starting this out a three, if you notice, my first row contains my column headers, and my first column contains my row headers, that'll pretty much guarantee that the charts gonna look as good as possible.

Alright, so at this point, let's start our first trial. Most of your charts can be found under the Insert menu, so I'll click on Insert. And then you have your chart types over here. Now they have added some new chart types recently, they may be towards the end of the session, I'll show you some of the chart types. But let's go back to a classic. I'm going to move the mouse there and it says insert column or a bar chart.

And then even if I click on that, there's different varieties. So there's many different types of chart here in Excel and they're always adding more and more. So I want to click on the first one and just like That makes it pretty decent chart for you. So if you highlight the data the correct way to try, it's gonna look pretty good. Now of course, we'll be able to enhance that chart, but it's really not that bad right from the beginning, if you had it to chart the proper way. Now let's go over some of the chart terminology.

The numbers on the left hand side, that's called the y axis, where it says January, February and March is called the x axis. This guy over here is called the legend. The the lines going across the chart that's called the gridlines. And we even have a chart title. Now of course, we'll be able to enhance that chart, but it's really not that bad from the beginning. So the numbers on the left is called the y axis down here where it says January February, March, that's called the x axis.

This is called the legend. The horizontal lines are called the gridlines. And then we have to try title. Now if you notice it, put the chart right on top of the data so I would never leave it there. I like to move that chart to move that chart. You're going to move your mouse onto your chart so that your mouse has chart area like that.

Usually in the background of the chart, it'll say chart area. So when it does say chart area, just kind of pick it up and drag it. So it's not going to be in the way of something else. So you can always move to try. Now this kind of scroll down a little bit, you probably know that if I change the data on the spreadsheet, the chart is also going to change. So for example, I'm going to come over here in cell a4, and I'll type in sales and as how the chart changed, and then I'll come over here to sell a sex.

Usually, we abbreviate that to say R and D. So we'll type in our nd. And the chart changed as well as you can say. So if you change the data on the spreadsheet, the charts also going to change. Now I'm going to scroll down, so you can just see the chart by itself. Good. Now the next thing I'd probably do is I probably made that chart larger.

To make it easier to read. So to make it larger, I'm going to click on the chart, follow my mouse down here to the corner and we'll get the sizing handle, I like to use the sizing handle in the corner, so it will keep it in proportion. So I'm gonna get the sizing handle and drag it out, of course, it's going to become bigger and easier to read. So to resize your chart, you're going to click on it. Now if you look at my mouse, there's also a sizing handle at the top, on the sides at the bottom, but I like to use the one in the corner so it'll keep it in proportion. So you get the sizing handle, you stretch it out, of course, they're gonna become bigger and easier to read.

All right. So now let's go further with our chart of course. Now in this case, you're going to click on the chart, and then you get two extra menus in the chart, you could design and you get format. So now we could also use the icons from the right hand side of the chart, and I'll show you those in a few minutes. Let's go with the design menu. So, over here on the left hand side of the chart, it says add chart element.

So that's what we used to call the chart options A long time ago. So this is really the heart of the chart right here. Let's go through some of those choices. If you didn't have a chart title yet, of course, you'd like to have a track title. So I'll pick on the word chart title. And I'll pick on above chart.

And if it didn't say chart title before now it'll say try title right there. Of course, you want that. You want it to say something different. So you're going to type right right over that. Make sure you're clicking to try title so it is selected. And then I'll type in 2019 budget.

And then when I hit the enter key, the tribe title now says 2019 budget. So almost always like to have a tribe title. Another title that I like to have so over here on the left hand side next to those numbers You've seen these before, it might say dollars or gallons or cases, whatever it's going to say. That's called the axis title. So, again, on the design and yeah, and then I'll say add chart element. And then I'll pick an axis title.

Now the horizontal title is at the bottom, and the vertical title is on the side. So I'll say primary vertical. And then those over here it says axis title on the left hand side, of course, you want that decision, the different so I'll type in dollars, and I'll hit the enter key analysis dollars on the left. So I would almost always want to have an axis title on the left. And I almost always want to have a chart title. Now we know what it's talking about.

It makes more sense. You see this guy down here at the bottom? This is called the legend. The legend is going to show you the color and what that color represents. Some people want to see the legend. Some people don't.

Some people would rather have that at the top or on the left or on the right. Well, we have come for that as well. So I'll pick on Add chart element, legend. Now if you pick on the word none, it'll disappear completely. But notice how I can put it on the right, the top, the left, or the bottom. Now I'm gonna leave mine at the bottom, I just wanted to show that you can rearrange the legend, that's gonna be right down here.

Now a lot of people like this next one, they might ask you to put the numbers on each individual bar. That's called a data label. Now, if we did the data labels right now, then it would show the numbers on all of the bars. What if I just want the numbers on the purple bar, so picking the purple bar, notice how all the bars are the same color now select it, so we could do both at the same time. At this time, I'll say add chart element and then data label and I like the one that's called outside and but you can always try the different ones so I'll pick on outside and and those other numbers are on At the top of the purple bars, so when you put the numbers in the bar, that's called a data label. Another way we can add numbers to the chart is the data table.

Let's see what that one does for us. So I'll click on Add chart element, data table. And I'll choose the second one here with legend keys. Let's see what that does, does help us the numbers below the chart, maybe like it that way that's called a data table. Here, it might be a little bit too busy, but at least know what that is now. So we're going to take that away.

I'm going to say add chart element data table, and I'll say none. So you can easily add things to the chart or take things away from the chart as well. Now the issue the lines going across the chart, those are called the gridlines. Some people want to see the lines some people don't. So I'll say add chart element, will say grid lines. Now I already have the horizontal line.

I would like to see the vertical lines. So it's a primary major vertical. And now we have the vertical lines as well. So notice how we have a lot of flexibility on this chart. Now a lot of people like this next one, it's called a trend line. The trend line will connect connected dots between the series and showed the trend more clearly.

So I'm going to click on the purple series again. Then I'll click on Add chart element. And then we'll pick on trend line. Now sometimes the trend line is not available, depending on the chart type that you've chosen. But you can see it's available for this one. So I'll pick on the word trendline.

And I'll pick on the word linear, which is gonna make a straight line. And you can see how it connected the dots between the series that's called a trendline. Many people like to see that now with a trendline we could do something special, we can make it do a projection into the future. So here's how you can go further with any truck. You can double click on any part of the trailer So I'm going to double click on the train lines right there. And then notice how you get this extra window on the right hand side.

So with the extra window, then we can, you know, do a lot more choices as we can say. Now in this case, if because I double clicked on the trendline, it says format trendline on the extra window. So my point there is you can double click anywhere on the chart and get the extra window from which you'll have a lot more choices. Even here, if I pick on the bucket, you'll get some extra choices. Or if I pick on this icon, or this icon, you got even more choices, but they're all about the trend line. So I'm going to pick up the three bars right there.

I'm going to scroll down and look what it says forecast forward. So I'm going to change that zero to a three, which in our case will be three months. Done. I'm going to close that window and see Did it projection into the future. So again, watch again, I'm going to double click on that trendline, double click, that'll open up the extra window. This time, I'll pick on the three bars over there.

And look what it says, forecast forward. And I'll change that zero to a three, which in our case is three months. I'm going to close that window. And it really did a projection into the future. Just remember, you can double click anywhere on the chart, and you'll get the extra window from which you have a lot more choices. Now, what if you What if they change their mind, they don't want to see that anymore, which happens all the time, right?

So then I'll just click on that trendline and then hit my delete key. So you can always add things to the chart or you can take things away from the chart, you're never set in stone. It's pretty flexible. So we picked on the design and yeah, and we should add chart element. And those are great things to add to your chart. Take away from the chart.

Now here's a new way you can do the same thing. Now this started in Excel 2013. So if you haven't, if you have Excel 2010, or something before that this one's not going to be available for you. I'm going to click on the chart, and then you pick on the plus sign. And then that's the way to get to those same features. Once you get used to that plus sign, it's actually quicker to use that that is to go all the way back to the top.

So that's another way to add those try elements as you can say. Now, if you want to get rid of that window, just click on the plus sign again. Good. Let's go through these other icons on the right side of the chart. So I'll pick up the paintbrush, and they print the paintbrush is the chart styles. These are preset formats.

So you might want to try some of this. Here's a really good one by the way, the second one will actually put the numbers on each individual bar. So that was a really really quick way to do that. I just clicked into paintbrush. You see to try to Thousand is just picking a second one. And just like that the numbers are on all of the bars.

Sorry, that was really quick and easy. I like those chart styles. And you can see there's a bunch of them. Now once you pick a chart style, of course, you can customize it from there. But that gives you a tremendous Head Start. I like that one, right.

And now it actually put the legend on top that was just part of the style, I can change that if I wanted to. Now notice how that window is still hanging around. So just click on the paintbrush again, to put that away. Now, let me show you what the funnel does. Or you might call that a filter. I'm going to click on the funnel.

You see here, I can take those sections away, or put them back again. So what if I want to see I don't want to see the accounting section anymore. I'm gonna uncheck where it says accounting. And then you come down here you pick on the word apply. And that took the accounting section away as you can say, or if I want to add a section again, I want to check where it says accounting that's Then click on apply, and that is back again. So once you get used to those icons on the right side of the chart, they're very helpful as you can say, I'm going to click on that like, funnel again, put that window away.

Now, let's go through some more choices I want to show you when it's called a sparkline. sparkline is a miniature chart, it fits in one cell, these are really catching on, because it doesn't take up a whole lot of room. Now usually the sparkline will go on the right side of the row or at the bottom of the column. It doesn't have to go there. But many times it's going to go on the right side of the row or at the bottom of the column. So that's why I'm going to pick on cell for the picc line to get a sparkline.

I'll pick on the Insert menu, of course insert. Now follow my mouse. Here it says the word charts that's called the charts group. Then you go to the right of that and you'll come across the sparklines. That's called this sparkline group, then I'll pick a newer column right there, then you get this window. For the data range, you're going to have a current row of data.

So I'm going to have to see for two, I four, you just have like one row of data, and the location range that says l four, which is where it's going to land over here. So I'm going to click on OK, that's a sparkline. It's just a miniature chart. You see, people like it, because it really doesn't take up a whole lot of room. Now, what's nice about that is as the data changes, then the sparkline is going to update. So I'm going to come over here and I'll type in 16,000.

And notice how it's going up and down, right, so as the numbers change, then that'll also change. It's just a miniature chart. Now, what most people most people do is copy that down. So I'm going to click on the sparkline. I'm going to get the black cross. It's called the speed fill, and I'll drag it down.

And now each individual row has their own chart, these are called sparklines. So maybe you've seen these, sometimes they go all the way down to page. Now here's how to change the colors of the sparkline. We're going to click on one of the sparklines. Pick on the design menu. And then here it says sparkline colors, I can change the different styles.

Now on the design menu, I'm going to come over here I'm going to say high point and low point, right now. The low the low number is very hard to see. But clearly the high number really stands out. So when you click on the sparkline, you can pick on the design menu, from which you can format the sparkline. So maybe you've seen those, those are really catching on. Let's go back to our other chart.

So I'm going to click where it says 2019 budget that's called the chart title. And another way to go further with your chart is the Format menu. Up here, so click on format. So this is where I can change the format of that one section that you have selected. So this window opens up, and it's going to click on that paintbrush to put that away. So ones that I use would be like the shape fill will be the background color of that section that you have selected.

The shape outline is the border color. Sometimes I want a different border color as I do for the fill color. And then the shape effects are special effects that you can try as well. So I think these shape styles, these are preset formats. So I'll pick on the shape styles. And then you have many preset formats.

So I'll use red. And now the title is in red. In this case, I'll pick on dollars which is called the axis title. And I'll make that red as well on the Format menu. So you can really customize this chart to the enth degree and this would work on existing charts as well. Now, you know, obviously, we can make that any way you wanted to between your design menu and the Format menu, and the three icons on the right side of the chart, that's going to give you a great ways to, it's going to give you great ways to customize your chart.

Remember, you can double click anywhere on the chart, and then you get the extra window from which you'll have a lot more choices. So that'll give us some things to experiment with as well. Now, when I go to save my spreadsheet, when I think the spreadsheet then the chart will also be saved with of course. Now one of the features, one of the features we want to display today we want to talk about how to get that chart from Excel into PowerPoint or to word or any of the Microsoft programs. I almost always make my chart in Excel. And then we're going to copy and paste it over to the other programs but I'm not just gonna use copy and paste.

I'm gonna just copy and paste special and I'll show you why. Now you want to move your mouse on your charts so that your mouse has chart area like that you see on the background, it'll say chart area. Whereas this chart area, I want to click there. And that'll select the entire chart, which is really important. And then I'll just do a copy. I just right clicked on to try it, and I picked on copy.

So you want to move your mouse to where it says chart area. So you'll click there to select the entire chart. And then we'll just do a normal copy. So from there, you'll go to your different program, so I'm going to minimize Excel. And then we can go into PowerPoint. So I can do this to an existing presentation or I can do it to a new presentation as well.

So let's go to a new presentation file new, do a blank presentation. It would work on an existing presentation as well. So now the same exact step will work in Word or PowerPoint Or outlook, or Visio, or a project, or any of the other Microsoft programs. I did a copy from Excel. Then you come to the other program and you pick on the Home menu, and you pick in the pulldown where it says paste, and then you click on the word PASTE SPECIAL. And then you get the windows called PASTE SPECIAL.

There's two reasons why I like to use a paste special rather than just normal paste. First of all, it's going to look better. They're really well. It looks better when you do a paste special rather than just normal pace. Second of all, says paste link. That means if I change the chart in Excel, it'll change it here at the same time.

So we'll pick on paste like and we'll click on OK. Here we are in PowerPoint, and yet there's two tries from Excel. It looks pretty good. It looks pretty good because we did a paste special. We also said paste link. That means if I change the chart in Excel, it's going to change it to At the same time, let's see if that's the case.

So go back to excel. Let's make an obvious change. So I'm going to click on the chart title. And I'll pick in the Format menu and this time we'll go with, we'll go with blue. And I'll come over here I'm picking the red dollars and make that one blue as well. So that's a pretty obvious change, I went from red to blue.

In this case, I'm going to save the Excel spreadsheet. Now let's see if it changed in PowerPoint as well. And you can see that it did. Now it should change automatically in PowerPoint or in the other program. If it doesn't, you're going to click on that chart in the other program in this PowerPoint, right click on it, and then pick on update link. So if it doesn't update automatically, just click on Update link and then it should give it a new a strike.

That work because we did a copy in Excel. And then we came over here to PowerPoint. And then we did paste that Special and then paste link. That way, if we change the chart in Excel, it'll change it over here as well. That'll work in Word, PowerPoint, Outlook Visio project, or any of the other Microsoft programs. Now, I don't really need to say this PowerPoint presentation right now, of course, in real life, you would actually save that.

So I'm going to close that PowerPoint. And I'll say don't save, you know, in this case. Now, let's go back to excel. Here is the classic column where the bar chart let's make a pie chart. So I'm going to highlight from a three over to see nine. Let's say you just want to plot January.

Now, the pie chart can only show one column of data at a time. Please, I'll show you when that's called a donut chart. And the donut chart can actually show multiple columns. The pie chart can only show one column of data at a time, so that's why I have January selected. In this case, we'll pick on the Insert menu. And I'm going to come over here and pick on the pie.

And I'll pick the first one. Good. Now, I would never leave it there, I want to make sure that it's not on top of the data. So I'll pick up the chart using, you know, you move your master, where's this chart area, just drag it somewhere else, so it's not in the way. Good. So let's move over so we can see that chart.

Good. And then of course, I would move, resize that chart using the sizing handles. Now, with a pie chart, we almost always want to see the numbers on the pie. So remember how the numbers are called the data label. So I'll pick on the design and yeah, and I'll say add chart element, and then data label. And then I like the one that's called outside and but you can always try the different ones that So now we have the legend down here and the number.

Now this is something interesting we can do with a pie chart, I can separate the slices. So let's say I want this slice to be separated, I'm going to click on that slice. And then I'm going to click on that slice a second time, so that that slice is isolated by itself. And then I'm just going to drag it out. So it looks like I'm focusing on that one section of the of the pie. So watch, again, you pick on a slice, and you pick on it a second time.

So let's isolate it, and then just drag it out. And it'll take Richard focusing on that one section of the pie. So there's your classic pie chart. So I'll just move this chart over here. Excellent. I like to show you a combo chart.

So if you notice over here we have the percentage of total and the percent of total is much smaller than this other numbers. So if I try to put the percentage of total on the same chart at the same time, you would hardly even see it, because the numbers are too small. So we're going to try to make a combo chart so we can display the percent of total at the same time. So let's see how we're going to do it. We're going to make a new chart this time. So I'll click on cell a three, and highlight all the way from a three to K nine.

This time, I'm going to include column k. Now, we're going to start off as a normal chart. So I'll click on the Insert menu. And I'll pick on the three bars again, the column with the bar chart, and I'll pick on the first one. Good. Now we might as well move the chart. So I'm just going to pick up the chart and just drag it maybe below the other one.

This way, it's not in the way of something else. And then of course, our would resize that. So get the sizing handle and stretch it out. Good. So notice how we can't even see the percent of total because the numbers are too small. That's what I'm trying to deal with.

Now before we deal with that one, that is the total section, the total section is a little bit too big right now. So I actually want to hide the total section. Here's a very quick way to do that. That's what I showed you before, we're going to click on that little funnel. So picking a funnel, then we're going to scroll down. I'm going to uncheck it where as totals, and then I'll pick in the word apply.

Good. So that's that section, so that now once you get used to those icons in the right hand side, they're very handy. So I'm going to click on the funnel again to put that window away. Now I don't see the title section anymore. In fact, the other sections are more prominent because of that, but I still can't see the percent of total. So that's what we're trying to deal with.

Now. The next thing that you want to do is you want to get the word percent of total so that appears on the legend. The way we do that is you're going to click on the chart okay. In the design menu, and you say switch row and column. That is how to put the month name, the month names and the percent of total on the bottom here on the legend. So you have two different views of every chart, you can pick on switch row and column to see the other view.

So now it's back to the other way. And I'll click on switch row and column again. So you can do that with any chart, you go back and forth with two different views because of switch row and column. Now there are percent of total is on the legend is that green section, it should be right here, and right here, and right here. But it's really not fair because the numbers are too small, but we're going in the right direction. So in this case, I'm going to click on that that percent of total on the legend.

And I'll pick on the word percentage total a second time so that we can isolate it, see what I mean. It's kind of by itself. Now here come the important steps. I'm going to change the chart type of that one section only. And then we're going to get it over here on the right hand side on the second axis. So what you do is you say change chart type up there on the design menu.

Now you see how Excel has many chart types. But because I have that one section, select it, you can change the chart type of each individual section over here. So I'm going to scroll down until we can see percentage of total. I'm going to click on that pull down. And then I'll make that one a line chart type to see I'm just changing the chart type of that one section. And then look over here.

I'm going to click where it says secondary axis which will be on the right hand side. So I'll click on OK. And that is what I'm shooting for. The green line is the percent of total, I can tell by the legend and now it's on the right hand side, which is the second accent. We used to call this a two axis chart a long time ago. Now it's called a combo chart, because part of is a column and part of this align on the same chart. And usually the line will be on the second axis on the right hand side.

So we can show two types of data. Now what I like to do is I'm going to click on that line, I like to add the numbers to the line. Remember how the numbers is called the data label. So I'm going to click on the plus sign to the right, and I'm picking the red data label. Actually, let me show you something. This is really subtle, but I'm going to click on that arrow to the right of the word data label.

And then I like to have the numbers above that line. So I'll pick on the word above. And we get that window out of here for a second. So I'm going to click on that line. I'll get the plus sign. And I'll pick on the red data labels.

I pick on that way. And then I'll make it above. Actually, the other way I can do that is the design menu, I'll say add chart element, data label, and I'll say above. Good. Excellent. So that's called a combo chart.

It is one that people use a lot, because this way, we can show two types of data on the same screen at the same time grid chart that is called a combo chart. Now earlier, I showed you the pie chart, where's that pie chart app? There it is. But the pie chart can only show one column of data at a time. So now let me show you one that's called a donut chart. I'm going to come over here and pick up the sheet where it's called donut chart.

Now, the donut chart can show more than one column at a time. Here, it'll show two columns. And then each column will show up it's a different ring on the donut. So have two rings on the donut. If I had three columns of data, then we would have three rings of data on the donut chart. So let's see what a donut chart looks like.

I'm going to highlight the data from a three to D nine. We'll pick on the Insert menu, then it's going to be under the pie category right there. And then I'll pick on the donut, right fat. So I'm just going to move this around and I'd be resized that. So notice how we had two columns of data. So we have two rings on the donut.

If it had three columns, we would have three rings here. Now this one will really benefit from the data labels. Here's a quick way to do that. I'll click on the design menu, and I'm picking the data labels right now. Like that, that style is what I wanted to say. That puts up our sense on to the donut chart.

Let's see how we can go further with that. I'm going to double click, I'm going to click on that number right there. In fact, I'll double click on it Then it says Format Data Labels. Good. So then we're actually over here on the right side window again. So, over here, I'm going to go ahead and I'm going to pick on the three bars right there.

And then I'll pick on label options. Good. So in this case, I really want to see the series name and the value. I'm going to uncheck it where it says percent. So I can see those numbers represent January. Then I pick on the number on the outside ring.

And I'm going to uncheck it where it says, Well pick on series name, and then value and then uncheck where it says percentage. So it turns out the other ring was February and the inner ring was January. If we had another column over here, then that would be the next our rank. So you can see the donut chart is a new way to display the data. The advantage that it has over the pie chart is that the donut chart can show more than one column of data at the same time. All right, so that's a new way to display the data.

Let's try some some more charts here. I'm going to go to the sheet that's called the bar of the pie. This is an interesting chart. So notice how this pie is then broken down into this section is called a bar of a pie. Now, this is kind of the old style when I do it right now it's going to show you the new style. So I'm going to click on that chart and actually delete it with my delete key.

So I have one column of data here. And when you first do it, the bottom three, like always, the bottom three will be the ones that are on the right hand side, but I'll show you how to move them around. So I'm going to highlight that information. Then we'll pick on the Insert menu. I'll pick on the, you know, the pie again. And then I'll go with, it can be a pie of a pie, you know, you can see what that one looks like.

But I like this one, the bar of the pie. All right, so we'll put on that one. Just kind of move this around and resize it. Now, if we look at the legend, Bill is the orange section. Mary is the dark blue section, and BB is the red section. And you can see that was the bottom three.

So the bottom three always go on the you know, the the bar part. So in other words, this green section represents the personnel and the personnel is broken down into bill and Mary and Barb. Well, I see Jim Smith, john smith is this light blue section? Well, Jenna Smith role should be on the right hand side as well. Let me show you how we're going to do that. I'm going to click on The blue section right there.

And I'll put in that blue section again. So it's isolated by itself. This is where I would double click on that section, so that we could see the extra window over here on the right hand side. So it says format data point at this time. So I just, I'm just going to click on the three bars there to get some additional choices. And you see where it says point belongs to.

Well, over here, this is called the first plot. And over here, this is called the second plot. So look, I'm gonna say point belongs to the second plot. And then watch what happened. Now, Jim Smith is now on this second section. Watch that we did that one again.

So I see the architect. Let's see the architecture view over here as part of the personnel as well. So I'll pick on the red section which is the architect. Now if that window isn't open, then I'm going to double click on that red section to open up this extra window. Then I'll pick on the three bars and occupy a point belongs to the second plot, which is over here, okay? Now, this will really help if we have the data labels on there again.

So I'm going to click on the chart, and I'll click on the plus sign, and I'll do the data labels that turned the numbers on. I also want to see the let's say we want to get rid of the legend here. So I'm going to uncheck the legend. What I would really like to see is the name of the section in with the data label. So I'm going to come over here again. And then I'll click on the arrow to the right of the data labels.

And if I pick up the word more options, that actually brings me to the extra window on the as well. So then I'll pick on the three bars right there. And then this time, it's gonna move this window for a second. I'm going to pick on the three bars. And then I'll check where it says label options. And then let's see if it's the category name.

That's correct. Good. So now you see where I was going with all this. So this big section here, it's called other right now, but I'm going to give that a better name. That is 55% of the total budget. And the 55% is broken down into the architect.

Yes. I'm sorry. I'm not sure on the screen. We okay. Okay, so in this case, yes. So if you notice this other section is made up of the personnel.

And the personnel is made up the of the architect, Jim, Bill, Mary and Barb. Now I'm going to click where it says other right there. And I'll click inside there and just change that to say, personnel. So this is an interesting chart type. It's called a bar of a pie. So you start off with one column of data like that.

And then we highlight that data, and we say insert. You go to the pie category, and you know, usually I'll click on this one, or this one works the exact same way. And then you see how the bottom three make up the bar, and then I showed you how to move those back and forth. The different sections. So interesting. Here, we're showing the personnel mix of 55% of the budget.

But then the broken down into the individuals. Let me show you some of the newer chart types for a few minutes, and we'll start wrapping up. So I'll pick on the the maps sheet at this time. So now if you have Excel 2016, or Excel 2019, now you can actually make some maps as well. Now, the data that I really work with the maps is countries like I have, or states, or zip codes. So as far as I know, you can make maps out of the countries.

If you have state data, or zip codes, that's going to work for you as well. So I want to hide this information. I have the country over on the left and the amount over on the right. So we'll pick on the Insert man Yeah. And then those how those when that's called Matt Now this is actually going to connect to the internet. So you have to have an internet connection when you make this one, but I'm sure most of you have that.

So click on maps. And we'll click on this one. Let's see how that looks perfect. So I'm going to go to expand that. So then if you move your mouse to the blue sections, it'll then show you the country and their dollar amount, is that correct? US dollar as 172.

So let's see, if I here's some blue sections, and there's a France and 460 304 is correct. So that was an interesting kind of map. The blue sections are the ones that will have the blue sections are the ones that will have actual information. So like I said, it works with countries, states, zip codes. Now, let's try another one. Carry size.

Now another one is a 3d map. So I'm going to go to highlight that information. We'll pick on the Insert menu. And I'll pick on a 3d map. And then I'll say, open 3d maps. Again, you have to have a connection to the Internet, of course to make these happen, but I'm sure most of you have that.

So that was taken a second, and then here it comes. Good. So it did add the country in there. Now you add something to the height, at least into the height. So I'll click on the plus sign, and we'll use the US dollar amount. And I'll check it out.

So now you can see I can rotate that so that's why it's called a 3d map. And then the sections that are in blue is where it'll have the number for that country. So you can expand that or decrease it with those icons. So pretty pretty easily, we were able to make that map and then you can see I can spend the globe or a little bit. And that's why it's called the 3d map. There's United States.

And then of course, I can zoom in or zoom out. Now that did make a separate window. So I'm going to close that window. And we'll go back to normal Excel. So notice the data, nice simple data that could work with countries or I've seen it work with states for the United States, or it can work with zip codes as well. Now, let me show you a couple more new map types and we'll start wrapping up.

So I'm going to hide it this information will pick on the Insert menu, and you'll see some new chart types that start in Excel 2016. Here's one that I've seen quite a bit and different publications. It's called a tree map. So you click on this one, and the tree map is going to be this one with the rectangles. And the bigger rectangles, the bigger rectangles have the bigger numbers. So let's move that over here.

What I'll do with this one is I'll take the legend away. So I'll pick on the design and yeah, add chart element, picking the legend and click on done. Now, what I'd like to do is add the data label onto each rectangle. So this is where you go further with your chart. So I'm going to pick in the word Italy right there. And then we'll go back to the the extra window over here.

Here's another way to get to the extra window. I can click anywhere on the chart and I pick on the Format menu. Then I'll click on format selection, and you get the extra window over here. So I showed you a few different ways to get to Extra window, I can double click on that part of the chart or click on it and then pick on format and then format selection. Now here, I'll pick on the word value. Good.

So that tells the better story, because now I have the section name, and the amount. So maybe you've seen that tree map. I've seen that quite a bit in different publications, it's really catching on, it's just a new way to display the data. Another another that I've seen is a new chart type with a hyphen information. I'll pick on insert. And then notice how you have different chart types over here.

Another thing that I've seen recently is this one, I'm going to click on this icon, and then the funnel chart. So then you can see how the rectangles are going across. And then clearly the longer a rectangle is have the bigger number. So yeah, I'm just trying to show you some of the newer charts. types. Many of these are brand new as of Excel 2016.

And it's just going to give us new ways to display the data. So just kind of how to do data. Notice how that data can be repurposed for many charts. So if I change that data, all of those charts are going to change because they're all tied to the same data. And I can have as many as I wanted to, that would fit in one screen, not a problem. So if you explore some of the other chart types, oh, that sunburst is like, you know, around, then each Yeah, let's try that one.

Right. Almost like a donut chart, except that each each country is is a different section. Of course, we'll move that down here. And then you know what I like to do, I like to have the numbers show up on each section. Well, then you modify the data labels again. So I'll pick North Italy.

When I made that trip, beggars, they really got to show up picking their Italy and then we'll make sure that we Select all of them. Click on the design menu, add chart element, data label, I'm going to say more data label options. And that'll open up the extra window on the side again, and then I'll pick in the word value. Alright, so maybe you've seen that kind of chart that's called. That was called the sunburst chart. Here's the the funnel chart.

So notice, if you click around there, you'll see some new chart types that you haven't seen before. Kind of interesting if I change that information, so let's say USA is going to have 600 now, so watch what's gonna happen. This chart will change, this chart will change, your United States will get bigger, and the rectangle for United States will change over here as well as soon as I hit the enter key. So I watched this one change, this one became more prominent. And then the United States section became bigger on this chart. And I'm sure I became bigger on the on this chart as well.

So all four of those charts come from the same data. If I update the data, then the chart or the charts are going to change as well. So today, we covered quite a number of charts with the basic column chart that I showed you how you change the column chart with the data labels and the sparkline. I mean with the title, and then we talked about the pie chart sparkline. We did a combo chart. We did a donut chart.

Then we did some interesting ones like the bar of the pie. And I showed you the map charts and some of the chart types. The first way is the way I showed you before. So In this case, notice how January, February and March are on the x axis and department names are on the legend. So I'll pick on the design, I'll pick on the chart. I'll pick on the design menu, and I'll say switch row and column.

So that now the month names are on the legend, and the department names are on the x axis. So you can always try switch row and column. Now, if that doesn't meet your needs, and here's the other way, we're actually going to flip the data over here. So let me show you a great way to do that. I'm going to highlight this information. And I can even include the total, the total column and the total row at the bottom and we'll do a copy.

Now you can see how the department names are on the sides and the month names are at the top right. Then I usually would do this on a different sheet so I don't mess up that information. I'm going to go to a different sheet and we're not Just going to do a paste here, we'll do a paste special. So I'm going to right click on that and from that cell, and I'll pick on the word PASTE SPECIAL. And then you say transpose. Okay, so you highlight the data on the other sheet, you do a copy, you come up to a different sheet, I'll say pay special and then transpose.

Now look what occurred. Now the month names are on the side and the department names were up at the top, so they flipped the data. So then we'll try to when you see the pound signs, of course, I'm just making this columns bigger. Now, we'll make a chart from here. So I'm going to highlight from a three to this to this row. Good.

And then we'll just start to make our chart again. So insert that chart, and then that one. So you can either do the switch row and column under the design menu or you can Highlight the data and copy it, and then go to a different sheet. And that's a paste special and then transpose. That should help with what you're talking about. So what we'll do there is we're going to change the chart type.

So I'm going to click on that chart, and I'll pick on change chart type. And instead of it making a column chart, you'll make a bar chart. And then you'll see if I pick on this bar chart, and then click on OK, that's exactly what you just asked for. So you actually make it into a bar chart instead of a column chart. Okay, so do quarterly state and federal tax payments. So let me think about that.

While we can do that on a pivot table, so let me bring up A different spreadsheet. And we'll make a pivot table really quickly. So I'll click on File Open. And I'll go to the pivot table example. Now everybody, we can do a whole session on pivot tables. I bet if you requested this from signup training, we could do a session on pivot tables, and please request me.

And then we could do another session for you in the future. But I can make what you're requesting in a pivot table format. And then we can make a chart from there. So here I have a bunch of data. Here we have the field names up top, and then you know the data down below. So I'm going to click on one cell, and I'll say insert and then a pivot table.

And I'll click on OK. So just to kind of abbreviate this. I want the office down here at the rows Hello. Hello. Hello, can you hear me? Okay?

I'm sorry, we were hearing some background noise or something I'm not sure what happened with that. So now watch and pick up office in the rows in the pivot table and that maybe each row, a different office, then I'll pick up flight T, that's going to be a date field and you move that to the columns. And then I'll pick up the turtle field and move it to the values. So watch what I can do. I'm going to right click on the year here, because I used the date field. Then I pick in the word group, and then you could do it by month, quarter or a year.

So I pick on quarter and month. And now Now I have broken down by quarter and by month. And then from there. I pick on the Analyze menu and pick on a pivot chart to make a chart from there you say So that that's kind of what you're asking for. So, the data has to be, you know, set up like this on sheet one, I do have a date field there. And then the first thing I thought I was to make a pivot table from there, and then when I use a date field in the columns section, I was able to then group it by month, quarter or year.

So yes, or quarter and then month and then I made a pivot table from a pivot chart from there.

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