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Chapter 8. Creating Charts > The Chart Wizard

The Chart Wizard

Excel's Chart Wizard walks you through the creation of a chart. It uses illustrated dialog boxes to prompt you for information. In each step of the Chart Wizard, you get to see what your chart looks like. At any point, you can go back and make changes to selections. When you're finished, your chart appears. You can then use a variety of chart formatting commands and buttons to change the look of your chart.

To use the Chart Wizard

1.
Select the data you want to include in the chart (Figure 3).

Figure 3. Select the data you want to chart.


2.
Choose Insert > Chart (Figure 4) or click the Chart Wizard button on the Standard toolbar.

Figure 4. Choose Chart from the Insert menu.


3.
In the Chart Wizard – Chart Type dialog box (Figure 5), click to select one of the chart types in the scrolling list. Then click to select one of the chart sub-types on the right side of the dialog box. Click Next.

Figure 5. The first step of the Chart Wizard enables you to select a chart type.


4.
In the Chart Wizard – Chart Source Data dialog box (Figure 6), check the contents of the Data Range edit box to assure that it indicates the data you want to chart. You can see which data range will be charted by clicking the Collapse Dialog button so you can see the sheet behind the dialog box (Figure 7). If incorrect, select the correct range. If necessary, click the Expand Dialog button to display the entire dialog box again. You can also select a different Series radio button to change the way data is charted. Then click Next.

Figure 6. The second step of the Chart Wizard enables you to check and, if necessary, change the range to be charted.


Figure 7. You can collapse the Chart Wizard dialog box to see what range is selected.


5.
In the Chart Wizard – Chart Options dialog box, use the tabs at the top of the dialog box to set a variety of formatting options:

  • Titles (Figure 8) enables you to set a chart title and axes titles.

    Figure 8. Chart Wizard Title options.


  • Axes (Figure 9) enables you to select which axes you want to display.

    Figure 9. Chart Wizard Axes options.


  • Gridlines (Figure 10) enables you to select which gridlines to display.

    Figure 10. Chart Wizard Gridlines options.


  • Legend (Figure 11) enables you to show and position or hide the legend.

    Figure 11. Chart Wizard Legend options.


  • Data Labels (Figure 12) enables you to set the type of data labels that should be displayed.

    Figure 12. Chart Wizard Data Labels options.


  • Data Table (Figure 13) enables you to include a data table with the chart.

    Figure 13. Chart Wizard Data Table options.


    Set options as desired. When you change a setting, the sample chart changes accordingly. When you are finished, click Next.

6.
In the Chart Wizard — Chart Location dialog box (Figure 14), select the radio button to set the location for the chart:

Figure 14. The final step of the Chart Wizard.


  • As new sheet puts the chart on a new chart sheet. You can enter a name in the edit box to name the new sheet when you create it.

  • As object in puts the chart on another sheet in the workbook. You can use the pop-up menu to select the sheet.

7.
Click Finish.

Excel creates and inserts the chart with the settings and in the location you specified.


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