Editing Charts

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Editing Charts

Editing Charts

When you select a chart in Excel, three CHART TOOLS tabs appear:

  1. Design. Use the CHART TOOLS DESIGN tab to select or change data, change the layout of the chart, or change the style of the chart.
  2. Format. Use the CHART TOOLS FORMAT tab to change the shape styles, chart fill colors, and text formatting in the chart.

In Excel 2007 and 2010, there is a third Chart Tools tab, called Chart Tools Layout. In Excel 2013, the options available on this tab are on the DESIGN and FORMAT tabs, or are no longer available.

Changing the Layout of a Chart

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS DESIGN tab, in the Chart Layouts group, click Quick Layout (click More in Excel 2007/2010) to see all the layouts available:
  3. Select an alternative layout by clicking on it. The following image shows the layout options for pie charts. The same options are available for other chart types, though they obviously look a little different:

Changing the Style of a Chart

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS DESIGN tab, in the Chart Styles group, click the More button to see all the styles available:
  3. Select an alternative style by clicking on it. The following image shows the style options available for pie charts:

Adding a Shape to a Chart

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS FORMAT tab (Chart Tools Layout tab in Excel 2007/2010), in the Insert Shapes group (Insert group in Excel 2007/2010), click the More (Shapes in Excel 2007/2010):
  3. Navigate to and select a shape by clicking on it.
  4. Your cursor will change to a plus sign. Click in your chart where you want to place the shape, drag your mouse until the shape is the size you want it to be, and then release your mouse.

Adding a Trendline to a Chart

A visual way to show trends in charts is to add trendlines.

To add a trendline to a chart:

  1. In the chart, select the data series to which you want to add the trendline.
  2. Select the Chart Elements option that appears next to the chart.
  3. Check the Trendline check box.
  4. Click the arrow next to Trendline to change trendline options.

Adding a Secondary Axis to a Chart

You can create a chart with dual axes; that is, add a secondary vertical axis to a chart. This is useful when you have two different types of data you want to display.

To add a secondary axis to a chart:

  1. Click in the chart to display the CHART TOOLS DESIGN tab.
  2. Select the DESIGN tab, and then from the Type group, select Change Chart Type.
  3. On the left select Combo.
  4. Under Choose the chart type and axis for your data series, check the check box for the data you want to plot on the secondary axis, and then select Line for the Chart Type. All other data should be Clustered Column. Click OK.

Adding Additional Data Series to a Chart

Add the data to the cells that you selected for the chart, and the chart automatically updates with the new data series.

You can also use the CHART TOOLS DESIGN tab. In the Data group, select Select Data and then use the options in the Select Data Source dialog box to select the new series.

Switch between Rows and Columns in a Chart

To switch between rows and columns in a chart, follow these steps:

  1. With your chart selected, from the CHART TOOLS DESIGN tab, in the Data group, select Switch Row/Column.
  2. The row/column display in the chart will change. To revert back, select this option again.

Positioning a Chart

Once the chart is inserted, it is easy to change its position.

To change the position of a chart:

  1. Hover your cursor over the chart until it turns into a four-headed arrow.
  2. Click and drag the chart to the appropriate position.

Modifying Chart and Graph Parameters

To make changes to your chart, use the Chart Elements, Chart Styles, and Chart Filters options. To access these options, click the chart. They will appear next to the chart:

Some of the things you can use Chart Elements to do include:

  1. Add or remove gridlines.
  2. Add or remove titles.
  3. Display table data.
  4. Add error bars.

Some of the things you can use Chart Styles to do include:

  1. Change the color of the chart.
  2. Change the style of the chart.

Some of the things you can use Chart Filters to do include:

  1. Filter your data by categories.
  2. Filter your data by series.

Watching Animation in a Chart

In Excel 2013, once you have added a chart, if you change the source data for that chart, you can watch the chart automatically update. Below is a pie chart reflecting original data, and then source data that has changed.

Showing, Hiding, or Changing the Location of the Legend in a Chart

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS DESIGN tab (Chart Tools Layout tab in Excel 2007/2010), in the Chart Layouts group (Labels group in Excel 2007/2010), click Add Chart Element and select Legend (Legend command in Excel 2007/2010):
  3. Select one of the legend options by clicking on it:

Show or Hiding the Title of a Chart

To show or hide the title of a chart, follow these steps:

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS DESIGN tab (Chart Tools Layout tab in Excel 2007/2010), in the Chart Layouts group (Labels group in Excel 2007/2010), click Add Chart Element and select Chart Title (Chart Title command in Excel 2007/2010):
  3. Select None if you do not wish to display the title, or one of the other options if you do wish to display it:

Changing the Title of a Chart

To change the title of a chart:

  1. Select the title by clicking on it within the chart:
  2. Double-click the title to select the title text:
  3. Type in the new title for your chart.

Show, Hiding, or Changing the Location of Data Labels in a Chart

To show, hide, or change the location of data labels in a chart, follow these steps:

  1. Select the chart by clicking on it.
  2. On the CHART TOOLS DESIGN tab (Chart Tools Layout tab in Excel 2007/2010), in the Chart Layouts group (Labels group in Excel 2007/2010), click Add Chart Element and select Data Labels (Data Labels command in Excel 2007/2010)
  3. Select None if you do not wish to display data labels, or one of the other options if you do wish to display them. Note that the options change based on the chart type. The options shown below are for a pie chart:
  4. If you aren't sure which to choose, just select each one individually to see what it looks like until you find something you like.

Changing the Style of Pieces of a Chart

To change the style of pieces of a chart:

  1. Select any piece of the chart (chart image itself, title, legend, data labels, etc.).
  2. On the CHART TOOLS FORMAT tab, in the Shape Styles group or WordArt Styles group, move your mouse over the styles available to see what your chart will look like if you select that style:
  3. As desired, click the drop-down arrows to see and mouse over the many style options available.
  4. Select a style by clicking on it.
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