Excel - Customize charts Tutorial

In this video, you will learn how to customize the items displayed on a chart using Microsoft 365. By selecting the chart, you can easily add, remove, or change elements such as the title, legend, gridlines, and data labels.
You can also adjust the size and appearance of these elements.
Additionally, you have the option to add error bars, customize the gridlines, and choose the position of the legend.
The video demonstrates how to customize a chart to your preferences, allowing you to create your own unique charts.
This knowledge will help you effectively customize charts in Microsoft 365 for your specific needs.

4:28
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Available in Microsoft365

Objectifs :

This video aims to teach viewers how to customize various types of charts in a data visualization tool, focusing on pie charts, bar charts, and line charts. Viewers will learn how to add titles, data labels, and apply different styles to enhance the clarity and presentation of their charts.

Chapitres :

Introduction to Chart Customization
In this section, we will explore how to customize charts to improve their presentation and clarity. Customization allows users to add essential elements such as titles and data labels, making the charts more informative.
Customizing the Pie Chart
To customize the pie chart created in the previous video, follow these steps: - Click on the chart title to edit it and type the desired text. - If there is no chart title, select the chart, then navigate to Chart Elements to add a title. - To include data labels, check the 'Data Labels' option. For more specific formatting, click the arrow next to 'Data Labels' and select 'More Options'. - In the Format Data Labels task pane, choose to display sales as a dollar value and as a percentage of the total. This provides a clearer understanding of the data represented.
Customizing the Bar Chart
Next, we will customize the bar chart: - Select the chart and click the Chart Elements button. The bar chart has more elements than the pie chart, so check the 'Data Table' option to add it. - To change the data series, right-click the chart and select 'Select Data' from the menu. Choose the desired data range and click OK. - If a column chart would better present the data, right-click the chart and select 'Change Chart Type' to switch to a column chart without starting over.
Customizing the Line Chart
Finally, we will customize the line chart: - Fill in the chart title and add a title for the vertical axis to clarify what the data represents. - Click the Chart Elements button, point to 'Axis Titles', and select the appropriate option. - To enhance comprehension, check the 'Data Labels' option. You can choose where to place the labels by clicking the arrow next to 'Data Labels' and previewing the options. - For further data filtering, click the Chart Filter button to uncheck items you do not want to display and click 'Apply'.
Advanced Customization Options
For additional customization: - Double-click on the chart or any chart element to access more options. - In the Fill task pane, select 'Gradient Fill' to add a finishing touch to the chart. - Finally, resize the chart to ensure it fits well within your presentation.
Conclusion
In this video, we covered the essential steps for customizing pie charts, bar charts, and line charts. By adding titles, data labels, and applying different styles, you can significantly enhance the clarity and effectiveness of your data presentations. These skills are crucial for anyone looking to communicate data insights effectively.

FAQ :

How can I customize the title of my chart?

To customize the title of your chart, click on the title text and type the desired text. You can also change its formatting by selecting the title.

What are data labels and how do I add them to my chart?

Data labels are used to display the values of data points in your chart. To add them, select the chart, click on the Chart Elements button, and check the Data Labels option.

Can I change the type of chart without starting over?

Yes, you can change the type of chart by right-clicking on the chart, selecting 'Change Chart Type,' and choosing a new format without deleting the existing chart.

What is a task pane and how is it useful?

A task pane is a panel that provides additional customization options for chart elements, allowing for more detailed adjustments and settings.

How do I filter data in my chart?

To filter data in your chart, click the Chart Filter button, uncheck the items you want to hide, and click Apply. You can check items to display them again.

What is the purpose of axis titles in a chart?

Axis titles provide context for the data represented on the horizontal and vertical axes, helping viewers understand what the data points signify.

Quelques cas d'usages :

Sales Data Visualization

Using pie charts to represent sales data can help stakeholders quickly understand the distribution of sales across different products. By customizing data labels to show both dollar values and percentages, decision-makers can easily assess performance.

Project Progress Tracking

Bar charts can be utilized to track project progress over time. By changing the chart type to a column chart, project managers can better visualize milestones and deadlines, making it easier to communicate status to the team.

Performance Analysis

Line charts are effective for analyzing trends over time, such as monthly sales figures. Adding axis titles and data labels enhances clarity, allowing analysts to present findings to stakeholders with confidence.

Data Presentation in Meetings

During presentations, using customized charts with gradient fills and clear data labels can make the information more engaging. This approach helps in retaining audience attention and improving understanding of complex data.

Marketing Campaign Evaluation

Charts can be used to evaluate the effectiveness of marketing campaigns by visualizing key performance indicators. Filtering data to focus on specific campaigns allows marketers to draw insights and make data-driven decisions.

Glossaire :

Chart Elements

Components of a chart that can be customized, such as titles, data labels, and legends.

Data Labels

Labels that display the values of data points in a chart, which can include numerical values and percentages.

Chart Style

A predefined set of formatting options that can be applied to a chart to change its appearance.

Task Pane

A panel that provides additional options and settings for customizing elements within a software application.

Chart Type

The specific format of a chart, such as pie, bar, or line, which determines how data is visually represented.

Axis Titles

Labels that describe the data represented on the horizontal and vertical axes of a chart.

Gradient Fill

A fill effect that transitions between two or more colors, used to enhance the visual appeal of chart elements.

Chart Filter

A feature that allows users to hide or display specific data points in a chart.

00:00:05

additional chart elements, such as titles and data labels,

00:00:09

or to make it look exactly the way you want.

00:00:13

We're customizing the pie chart we created in the previous video.

00:00:17

To change the title, click it and type the text you want;

00:00:22

when you select a title or a label's text,

00:00:24

you get a context-sensitive menu that enables you to change its formatting,

00:00:29

such as font, font size and font color.

00:00:36

If there isn't a chart title, I'll show you how to add one next.

00:00:40

To add elements to your chart, such as the title and data labels,

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select the chart, the Chart elements, Chart styles,

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and Chart filter buttons appear next to the chart,

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click the Chart elements button, and check or uncheck the elements you want to add or remove,

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such as chart title.

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Different chart types have different elements, styles and filters.

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To add data labels, you check Data labels.

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They look pretty good but I want the labels to include

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sales as a dollar value and as a percent of the total.

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To do that, click the arrow besides data labels.

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I can point to each option and see a preview.

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None of them give me what I want, so I click More options.

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The format data labels task pane appears.

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A task pane provides you with more options for customizing elements.

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I click percentage and the data labels now contain what I want.

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We're almost done, but the overall look of the chart isn't exactly what I want,

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so I click the Chart style button.

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When you point to an option, you see a preview of what it will look like.

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I think this one looks good, so I click it,

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and we have our finished pie chart.

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Now we're customizing the bar chart we created in the previous video.

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Select the chart, click the Chart elements button;

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the bar chart has more elements than the pie chart.

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I check data table and it's added to the chart.

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To change the data series for the chart, right click the chart,

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click Select data in the right click menu,

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select the chart data range, and click OK.

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Now that I've seen the data charted, I think a column chart would work better.

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But I don't have to delete this chart and create a new one from scratch,

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instead I right click the chart, click Change chart type,

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click column, it looks good so I click OK.

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And now we have a chart that does a great job of presenting the data.

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Lastly, we're customizing the line chart we created in the previous video.

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I fill in the title.

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I also want to add a title for the vertical axis of the chart,

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the numbers, so people will know what they represent.

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I click the chart elements button, point to Axis titles,

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click the arrow beside it, check Primary vertical,

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and type "inches" into the title text box.

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Data labels would make the chart easier to fully comprehend.

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I click the chart elements button again.

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If I check data labels, it would put the values above the markers,

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which is a little confusing.

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When I click the arrow besides data labels,

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I get options for where to place them.

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I get a live preview when I point to an option.

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Bright looks good, so I click it.

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To filter the data in a chart, click the Chart filter button,

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uncheck items you don't want to display

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and click Apply, you check items and click Apply to display them.

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You can double click a chart or virtually any element in

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a chart for even more customization options.

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I'm adding a finishing touch to the chart, I double-click the chart,

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expand Fill in the task pane

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and select Gradient fill.

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Lastly, I make the chart a little bigger

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and we finished our chart.

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