Microsoft Office Tutorials and References
In Depth Information
Creating an Excel Chart
Creating an Excel Chart
Ajita already created a workbook in which she entered and formatted data that describes
the New Century Fund. In addition to the Documentation sheet, the New Century Fund
workbook contains the following fi ve worksheets:
• The Summary Report worksheet includes summary data and facts about the New
Century Fund.
• The Fund History worksheet provides a table that shows how well the New Century
Fund performed over the past 10 years compared to a similar fund and the S&P
500 index.
• The Assets worksheet lists the assets of the New Century Fund grouped by investment
categories.
• The Sectors worksheet shows the economic sectors in which the New Century Fund
invests.
• The Sector History worksheet provides a table showing how each of the economic
sectors in the New Century Fund has performed in the last 10 years.
You’ll begin by opening this workbook and reviewing its contents.
To open and review Ajita’s workbook:
1. Open the Fund workbook located in the Excel4\Tutorial folder included with your
Data Files, and then save the workbook as New Century Fund in the same folder.
2. In the Documentation sheet, enter your name in cell B3 and the date in cell B4.
3. Take some time to review the contents of the workbook.
Charts show trends or relationships in data that are more diffi cult to see by simply
looking at numbers, such as the range of months in which the New Century Fund
performed exceptionally well. Ajita wants fi nancial data from the Fund History, Assets, and
Sectors worksheets displayed in the Summary Report worksheet as charts, or graphs. In
the summary report, she wants one chart that shows the performance of the New Century
Fund compared to two similar funds, and she wants two charts that show how money in
the New Century Fund is currently invested. The fi nal Summary Report worksheet will be
a single page that includes all of the information Ajita wants her clients to see.
Inserting a Chart
• Select the data source with the range of data you want to chart.
• In the Charts group on the Insert tab, click a chart type, and then click a chart subtype
in the Chart gallery.
• In the Location group on the Chart Tools Design tab, click the Move Chart button to
place the chart in a chart sheet or embed it into a worksheet.
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