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Excel chart types
To reveal data patterns
To be persuasive and facilitate communication
Professional charts can demonstrate professionalism
Learn what chart types are available
bar chart
line chart
pie chart
area chart
radar chart
Excel chart usage
How charts are created
The data source of the chart is generally a statistical summary table or a detailed table with a relatively small amount of data.
Depending on the data source, there are two methods for creating basic charts:
1. Create a chart using a fixed data area, that is, create a chart based on a fixed data area in the worksheet
2. Use fixed constants to create charts, that is, the data used to create charts are fixed constant data.
Create charts using fixed data ranges
1. Utilize all data in the continuous area
To use all the data in a continuous range of the worksheet, just click any cell in the data range and insert a chart through the Insert Chart command.
Select some data
First select the data to be used to create the table, and then insert the selected type of chart through the Insert Chart command.
Create charts using fixed constants
•Select any cell, click the Insert tab, and select the appropriate type of chart
•A blank chart will be inserted at this time. We select the chart, switch the chart design tab, and click to select the data icon.
•Select the Add button to add a data source
Enter coordinate names and data.
•Select the data information to be displayed on the chart and click Edit to edit the week labels
Click OK to generate the chart
Chart introduction
After the chart is created. If the user finds that the created chart does not meet the actual needs, he can also edit it appropriately.
Change chart type
1. After the chart is created, it is found that the chart type cannot meet the needs of visual analysis. You can change the chart type.
Right-click on the chart to bring up the menu and select Change Chart Type.
•Select the chart type you want to modify, click OK, and the chart type change is completed.
1. In some cases, it is necessary to set a certain data series to another chart type
•Similarly right-click to bring up the drop-down menu and click to change the chart type.
1. Add data series
Reselect data through the Select Data dialog box in the chart design
•Select the chart of the data series you want to add
Edit data series
•Right-click or switch to the chart design tab and click to select the data icon
Click the upward arrow to reselect the data area.
•At this point, the newly selected data series is already in the list. Click OK to complete the series addition.
1. Of course, there is an easier way to add data columns through the ctrl+c ctrl+v shortcut keys
•Select the data series to be added with the mouse and press ctrl+c
Select the chart and press ctrl+v
Not all charts require a legend. Charts generally have a legend by default, and you can delete/add/modify its position, etc.
•Can be operated through the menu or selected by dragging the mouse
In addition to pie charts and donut charts, other standard charts generally have at least two axes.
Newly created charts do not have axis titles by default. Adding axis titles can make the meaning of the axis clearer.
•You can set the axis title through the Chart Design tab—>Add Chart Element—>Axis Title option
Add data labels
1. Data labels refer to the data that displays information about the icons in the chart.
•Select the Chart Design tab and select Add Chart Element Label—>Data Label—>Best Match to automatically adapt the data label.
1. The added data labels are all numerical values by default. In some cases, they need to be displayed in other forms such as percentages and can be modified.
Right-click the chart to bring up the menu and select Format Data Labels.
•Modify the label in the empty color box and change the "value" to "percent", then the modification is successful.
Format chart
Ensure chart integrity
A complete chart must contain the following basic elements: chart title, data series, legend, axis, and data units
Format chart area/drawing area
Chart area format settings mainly include font, background fill, border, size, attributes, etc.
Format chart titles, axis titles, legends
The settings for chart titles, axis titles and legends are relatively simple, generally including settings for fonts, borders, alignment, position, etc.
Format axes
Coordinate axes include classification axes and numerical axes. Setting items include fonts, lines, fills, alignments, axis options, etc.
Format data sequence
Contents that need to be formatted in the data sequence may include: ① Setting the border/fill color ② Class spacing and overlap ratio ③ Coordinate axis position
Data labels mainly include label content, label position, font, alignment, etc.
Excel pivot table
Pivot table requirements for raw data
All data in one table
The raw data of the pivot table needs to be placed in one worksheet rather than in multiple worksheets.
If the data is placed in different worksheets by month/category/specification, the different worksheets will be merged into the same table first and then the pivot table will be created.
The data must be a one-dimensional table, not a two-dimensional table
The original data of the pivot table should be a one-dimensional table, that is, the first row of the table is the field name, and the following is the data corresponding to the field.
Pivot tables cannot be successfully created with two-dimensional tables.
Do not have null values in the table
There should be no empty rows/columns in the original data. If the data is missing or has a "0" value, it is recommended to enter "0" instead of a blank cell.
As shown in the figure below, the first row of the table is blank, which will cause errors in the pivot table fields. There are blank rows in the middle of the table, which will cause null values in the pivot table.
Do not have merged cells in the table
Do not have merged cells in the original table of the pivot table, otherwise it will easily lead to errors in pivot analysis.
How to fill merged cells: Cancel merged cells -> Select the empty cells to be filled -> Enter the formula -> Press Ctrl+Enter to repeat the operation.
The data format must be correct
In the original data table, the data format must be set correctly, especially the date data, which cannot be set to text data. Otherwise, the pivot table cannot be used to summarize the date data, and the slicer cannot be further used to analyze the data.
Create a PivotTable
•Use recommended pivot tables
In the original data table, click the [Recommended Pivot Table] button in the [Table] group under the [Insert] tab, and a series of recommended pivot tables will appear.
. As shown in the figure below, select different pivot tables and you can see the details of the pivot tables on the right.
•Create custom pivot tables
The way to customize a pivot table is to click the [Pivot Table] button under the [Insert] tab, and the dialog box as shown below will appear.
Pivot table field layout
Overview
After the pivot table is successfully created, you need to set the fields appropriately, flexibly change the data presentation form, and conduct data analysis from different perspectives.
When necessary, charts can also be used to visually display and analyze data.
Understanding fields
After creating a pivot table, the Excel panel is divided into three areas. The left is the pivot table display area, the upper right is the field list area, and the lower right is the field setting area.
Field layout steps: Check the required fields => Set fields => (Filtering, calculation method) => Check whether the pivot table meets the requirements
Understanding fields
The field list displays all the fields in the original data. Here you can check the required fields according to your needs.
If you need to analyze the sales of different products by different salesmen, you need to check the three fields of "Salesperson", "Product Name" and "Sales Volume".
If you need to analyze the sales of different salesmen and different product categories, you need to check the three fields of "Salesperson", "Category" and "Amount (yuan)".
Understanding fields
After the fields are checked, you need to set the fields.
There are two main points in field setting: that is, what data are displayed in the columns and rows of the pivot table, and what is the statistical method of the data.
Field settings
•Move fields
First, fields can be added directly to the area below by dragging them from the field list. As shown in the two pictures below, the left picture selects a field from the field list, drags it down to the area shown in the right picture, and then releases the mouse to complete the field addition.
Field settings
Secondly, the fields added to the bottom can be adjusted by dragging.
As shown in the picture below on the left, "Date" is in the [Row] area. Select "Date" and drag it to the [Column] area.
Field settings
•Set the value of a field
A pivot table is a table that can quickly summarize large amounts of data. In the field setting area of the pivot table, the fields in the [Value] area will be counted.
By default the statistics method is summation. If the "amount (yuan)" field is placed in this area, the sales data will be summed.
final effect
Analyze the sales of different products by different salesmen
Analyze the sales of different salespersons and different product categories
Add PivotChart
How to add a perspective chart: Select the cells in the pivot table area, and select [Pivot Chart] in the [Tools] group under the [Pivot Table Analysis] tab.
PivotChart content filtering
Pivot charts are dynamic charts, and the chart content can be adjusted through the drop-down menus near the axes and legend.
Pivot charts are dynamic charts, and the chart content can be adjusted through the drop-down menus near the axes and legend.
Turn a PivotChart into a normal chart
The pivot chart will change as the data in the pivot table changes. If you want to turn the pivot chart into an ordinary static chart, you only need to copy the pivot table, delete the original data, and the pivot chart can become a chart.
