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Excel Charts & Graphs: Learn the Basics for a Quick Start - YouTube
Channel: Leila Gharani
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In this video, I'm going to take you
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through the basics of Excel charts.
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You're going to learn
how to insert a chart,
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how to adjust one, how you
can improve your chart,
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how to add more series to your chart,
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and how you can create combination charts.
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(soft music)
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Now I've been given this data set
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and I've been told to visualize this.
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To insert a chart, all I have
to do is to highlight this,
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go to Insert, and click
on a chart from here.
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If I'm not sure which chart to pick,
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I can click on Recommended Charts
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and Excel gives me some proposals.
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So let's say I want to
go with a bar chart,
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I just have to click on it and press OK.
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I had highlighted the data set before
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so let's say I didn't do that
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just somewhere in an empty cell.
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And I go to Insert and
I insert a column chart.
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I just get an empty canvas
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because the data is missing from here.
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But notice what happens in
general when you insert charts.
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You get this Chart Tools
options activated here.
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And in Excel 2013 and 16,
you're given two tabs,
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a designed and a format tab.
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Going back to our empty canvas,
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if I want to add data to this,
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I can click on the design
tab and click on Select Data.
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Or I can right mouse click
and go to Select Data.
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So with Excel charts, just
like other objects in Excel,
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you get many different ways
of getting to the same place.
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So just use the method that
you feel most comfortable with.
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It might look like charts
has a lot of options,
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but they're just repeated.
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So we go to Select Data now we can add
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the different elements
of the chart manually.
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This part are my series
values that I want to add in.
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But first comes the
title, so that's the name.
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This is where I can manually input it,
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or I can select it from here.
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The values are the
numbers, those are these.
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It added these, it's missing these labels.
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To give it the labels, you have
to click on this side, Edit,
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and you just have to highlight
them and you get them in.
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This is the way that you
can edit your series,
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and you can add series, you
can also remove your series.
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Now a fast way to do this
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is to just click on this
chart data range box here
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and just select this whole thing,
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and Excel figures out where to pop what.
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The quickest way of inserting a chart
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is to highlight this, and click Alt + F1.
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This inserts your default charts.
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How do you change that?
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You just have to go to Insert,
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and bring up the dialog
box for all charts,
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just click on this little icon here.
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I'm going to go to the line chart.
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Let's say, line charts are the
charts that I use most often.
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So I'm going to right mouse
click and set as default.
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Let's just cancel that, delete this,
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this is already highlighted,
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all I have to do is press Alt + F1
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and I get my line chart here.
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(upbeat music)
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Let's say I've decided to
insert a bar chart for this.
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I'm going to go to Insert and
directly select it from here.
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Your chart is comprised of
different chart elements.
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So this is a chart element,
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this grid lines are chart
elements, the title is an element.
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To add in more elements
or to take away elements,
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you can control that with this plus sign.
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So let's say I want to
add a data table to this,
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I can just tick mark it here.
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To add, Legend doesn't make sense here,
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but to add data labels, I
can just tick mark this.
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With this arrows, you
can automatically select
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where you want it.
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So these are basically
the most common options
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of that element or the most
used options of that element.
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So I can say if I want
inside base inside and
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then I can go to more options,
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and I get this dialog box pop up.
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This dialog box here, that's
where you have full control
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over all of the options of that element.
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Depending on the element that you select,
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you have different options.
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So it really pays off
that you take some time
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and you go through the options
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of the most common chart elements.
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So example, the columns or the bars,
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the axis options and so on.
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To bring that box up again,
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you can double click, you get this,
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you can also use the
shortcut key Ctrl + 1,
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and you come to here,
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you can also right mouse click
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and format data series and you get here.
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Once this is activated, it stays activated
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when you're in your
chart so you can easily
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move through the different
elements and adjust your options.
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Now, let's say my boss sees this report
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and he's like, why is WenCal up here?
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Switch this around because
I want it to look like
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this data table, I want
Fighter to be on top.
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So that's an easy
adjustment that you can make
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by just changing the option from here.
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That's under Axis Options
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and you can say categories
in reverse order
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that switches things around.
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The most important options
for adjusting things
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of the chart elements is
found in the first one.
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For example, if you want
to bring these columns,
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these bars together, you just have to
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activate this option here
and change the gap width.
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So instead of 182, I'm going to go to 80%.
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Now to remove an element, I can remove it
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by just taking away the the tick mark
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or I can just press
Delete directly from here.
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(upbeat music)
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To adjust formatting of
the different elements,
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you can do that by clicking
on the element first,
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and doing it directly from here.
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So you get the fill
options, borders and so on.
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Or you can do it from up here.
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Now if some of these formatting
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is some things that you use a lot,
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you can add them to your
Quick Access Toolbar
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like I've done here.
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To do that, all you have
to do is right mouse click
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and click Add to Quick Access Toolbar.
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You can also directly format
by right mouse clicking on,
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for example, the series here
and changing the fill color
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and the outline directly from here.
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Let's say to improve the
visualization of this,
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I decide to make my axis line thicker.
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That's an option that's with the axes.
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First I have to activate the axis options
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then I have to go to the
fill and line options
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and here I can decide for line,
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okay, I want a solid line,
I want it to be dark,
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I'm fine with that color,
let's make it thicker.
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To make this standout, I can
actually directly do that
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from the home tab.
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I can decide to make it
bigger and I can make it bold.
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(upbeat music)
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Now I've been told to add in the budget
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because it's going to be nice
to compare the actual to budget.
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So I find the budget data,
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now just for the sake of simplicity,
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I'm just going to make a formula here.
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This is my budget data now, I
want to add this to my chart,
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how can I do that?
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The fastest option is that
you click on your chart
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and you just expand this, that's it.
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But the very important
part is that you've clicked
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on the right place before you expand this.
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Had I clicked here, and
I wanted to expand this,
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I can't, it's stuck.
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So I can expand this
but I can't expand that.
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I have to click on the chart area,
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and then I can expand this.
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Another way of doing this
is to right mouse click
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and go to Select Data.
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Here you can manually add in more series.
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To do that, I can say add,
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now I'm going to add in budget
again, okay so two times.
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I can directly type in the name,
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so let's create a budget duplicate,
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and for the series values,
I'm going to select these.
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Here, I get three series added.
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This is this one, then comes
number two and number three.
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To change the order around,
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you can do it by pushing the series
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up and down from this view.
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To delete one, you just highlight
it, and you click Remove.
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Sometimes it can happen
that you add in a series
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and you don't see it
because it's either white
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or has no feel, it's invisible.
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To find it, you can do it
by this drop down here.
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And this drop down is really important
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because it shows you all the elements
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in your chart that are active.
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You can find your series
directly by just clicking on it
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and then going about to
format as you see fit.
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Okay, so don't forget about this drop down
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so you can easily switch between
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the different chart
elements from here directly.
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(upbeat music)
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So now let's say my boss
sees this and he's like,
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well, can you show the
budget as another series,
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maybe as a line series,
or maybe just as markers?
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To do that, you need to right
mouse click on your series,
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actually on any series, and go
to Change Series Chart Type.
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Now Excel takes you
directly to the combo view,
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where you can see all
your different series here
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and you can easily change the chart type
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from this drop down.
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This is the advantage
of Excel 2013 and 16.
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In Excel 2010, you actually
have to select really the series
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that you want to change the chart type of
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before you change the chart type.
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But in this case it doesn't matter,
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if I want to change
the chart type of this,
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I can still click on this and
say change series chart type
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and I come to this view.
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If I don't click on any series
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and just click somewhere outside
and say change chart type.
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So notice I don't get
Change Series Chart Type,
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I get Change Chart Type,
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I can change the entire chart type.
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To change different portions,
I have to go to the combo tab.
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Now the advantage of
clicking on a series first
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is that you directly go there
when you select this option.
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So now for budget, I'm
going to change it to
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align with markers, I'm going to say okay.
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For this line series,
I'm actually going to say
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I don't want the line,
I just want the markers.
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The marker options are right here.
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Right here, I can say I
want to use the built in,
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let's use a line, we can increase it,
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we can change the fill to
the fill color that we want,
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we can take away the
border of the markers.
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Now we can go about
improving on this chart,
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we can add data labels to this.
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And then from the options, we
can decide where we want them.
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Now in this case, it doesn't
make sense to put them outside
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because they're kind of going
to overlap with our budget.
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So we could do inside base,
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we can change the color to white.
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And for these ones, we're
going to add data labels,
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and we're going to
actually put them on top.
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Two elements are missing from this chart
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to make it more readable.
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One is the chart title, and
the other is the legend here.
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Now I can go directly here
and say show the legend on top
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and I can type in a chart title.
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That could be Sales Actual versus budget.
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And the legend here, I want
this to be actual, and budget.
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This is taken from my series name.
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So all I have to do is
change this to actual.
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So now my boss should be
happy with this visualization.
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(upbeat music)
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So this was the basics of Excel charts.
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If you want to dig deeper in charts,
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I have a lot of videos
on this YouTube channel.
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I also have a lot of posts on my website,
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so make sure you check those out.
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If you want to dig even deeper,
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I have a course on this, an online course
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that's over seven hours
long that includes templates
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of different type of charts
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that are used in the business world
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so mainly in corporate reports.
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If you're interested in that,
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I'm going to put the link to
it in the descriptions below.
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I hope you enjoyed this video.
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For more videos like this,
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don't forget to subscribe to this channel
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so that you can get updates
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