Subject: Computer Applications Grade: 9th Mr. Holmes Unit Lesson Layer Duration MS Excel Chapter: 7 - Creating a Chart in Excel

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1 Subject: Computer Applications Grade: 9th Mr. Holmes Unit Lesson Layer Duration MS Excel Chapter: 7 - Creating a Chart in Excel Applied (do) 3/11/13 3/2/13 Essential Questions What do you think about, prove, apply, what if, what would you do if, evaluate, how would this be different if, suggest? 1. What are the steps in creating a chart in an Excel spreadsheet? 2. How can you change the appearance of an Excel Spreadsheet chart? Objectives/Standards Standards: CA2.4 Create charts within a spreadsheet to represent data graphically. Objectives: 1. Create a chart with data in an Excel worksheet 2. Size, move, and delete charts 3. Print a selected chart and print a worksheet containing a chart 4. Preview a chart 5. Choose a chart style, layout, and formatting 6. Change chart location 7. Insert, move, size, and delete chart labels, shapes, and pictures Key Terms 1. Chart 2. Chart Tools Format 3. Chart Tools Design 4. Chart Tools Format Materials 1. Computer 2. Data files 3. Textbook 4. video display projector Differentiation Extended Time Four square Anticipatory Set LESSON LEAD-IN DISCUSSION Spend a few moments reviewing the concepts from the last lesson and ask for questions from the

2 assigned work. Following are review questions: How do you define a style using an existing cell in a worksheet? How do you copy styles from one workbook to another? Provide two examples for using comments in a worksheet. What is a template? Procedure Charts are easily created; however, students need some understanding of when to use a chart and which type of chart best represents the data. Bring a few samples to class of various charts to show students how data can be plotted in different ways. Critique the charts with the students to emphasize that data must be easily understood. A poorly designed or crowded chart will leave the reader confused. Have the students look at Table 7.1 on page 24 and review different types of charts and their usage. If you have access to a computer connected to a video display projector, demonstrate the following tasks. If time is constrained due to previous discussion, focus the demonstration on the tasks preceded by an asterisk: - *Open Microsoft Excel and begin with a blank workbook. - *Type the worksheet shown below. (Note: If you prefer, type this in advance of class and save to disk.) - *Select A1:C5 and demonstrate creating a chart as follows: o Insert/Column/Select the first 2-D option. o Point out that when the chart is selected you have additional tab options (Chart Tools) available. o Add the chart title Expense Analysis by clicking Layout/Chart Title and selecting

3 above chart. o Spend a moment reviewing the chart. Point out the chart is selected and the data cells used to generate the chart are outlined with color. - *Click outside the chart to deselect it. - *Select the range A1:B5 and create a second chart in its own sheet as follows: o Insert/Pie Chart/Change/3-D pie chart. o Point out the Move Chart option on the ribbon. Rename the sheet Chart1 to PieChart. o Point out the chart sheet is inserted before the worksheet and is named PieChart. o *Activate Sheet1. - *Click over the chart to select it, use the sizing handles to resize the chart and then move it below the worksheet data as shown below. - *Demonstrate changing the chart type for the chart in Sheet1 as follows: o Select the chart. Design/Change Chart Type. o Click Bar in the Chart type list box. o Choose the Stacked Horizontal Cylinder and then click OK.

4 - Explain that with Excel 27 you can customize the chart in many ways. are also available. These are a series of preformatted charts. Demonstrate using a custom chart type as follows: o Switch to the PieChart worksheet. o Click Design and then the arrow in the Chart Styles group. o Scroll the dialog box and allow students to suggest the type to apply. - Click Office/Print/Print Preview to preview the chart - Close the workbook without saving. Cut and paste the chart at the top of the next page to a PPT slide, a blank document, or print on a separate sheet to copy to an overhead if you do not have a computer connected to a projector. Use the sample chart to point out chart elements that can be added and/or formatted once a chart has been created. Specifically, draw attention to the following: Chart title, value title, category title Legend Data labels which can be rotated and moved inside the bars Gridlines to help reader orient the bar to the value axis Data series bars can be customized to different colors If you have access to a computer connected to a video display projector, demonstrate the following tasks. If time is constrained due to previous discussion, focus the demonstration on the tasks preceded by an asterisk:

5 - Have on disk the data file Excel7Project1. - *Open Microsoft Excel and open Excel7Project1. - *Select A1:C5 and press F11 to create a default chart. (A two-dimensional column chart is created in a separate sheet.) - *Explain that by default Excel created a separate data series for each column (quarter) in the source data range Qtr1 data in column B and Qtr2 data in column C in the worksheet each become a data series. The contents of the cells in column A are used to define the labels that appear in the x-axis. This can be reversed if you prefer to have the chart show a data series for each row in the source range. In the sample chart, this means that the column headings Qtr1 and Qtr2 would become the x-axis and there would be four data series one for each region as shown at the top of the next page. Demonstrate how to do this by clicking Design under Chart Tools and then Switch Row/Column. Data is reversed so that each row becomes a data series instead of each column. Northwest Southwest Northeast Southeast - *Click Switch Row/Column to return the chart back to the default setting of the source data in columns. - *In the sample chart, only the first two quarters are plotted. To add the third and fourth quarters to the chart, click the Select Data button dialog box and extend the range to include columns D and E by dragging the new range. - *Point out that by default Excel added a legend to the chart and labels are displayed in the x-axis and y-axis based on the source range used to generate the chart. Additional elements can be added to the chart using the Layout tab. To add elements after the chart is created, click to select the chart (if the chart is embedded in a worksheet), and then click the item you wish to add. Demonstrate adding chart elements as follows: o Click Chart Title button and select Above Chart. Type Sales by Region. o Click Axis Titles, Primary Horizontal Axis Title, and type Regions. o Click other button and briefly explain the other options that can be added to a chart. o Click OK and view the revised chart.

6 Sales by Region 3rd Qtr. 4th Qtr. Northwest Southwest Northeast Southeast Region - *Tell students that once an element has been added to a chart, it can be moved, formatted, or deleted. Demonstrate removing, moving, and formatting chart elements as follows: o Click to select the x-axis title Region and delete it. o Change the color of the bars for each data series by clicking design and selecting a different color pattern. o Select the chart title and format the title to 16-point Comic Sans Bold under the Home tab. - Add a custom shape to the chart by clicking Layout, Shapes and select a Block Arrow of your choice. After positioning the arrow as shown below add text as shown. Sales by Region Highest sales in Northeast Northwest Southwest Northeast Southeast Region 3rd Qtr. 4th Qtr. - Explain the chart is linked to the numbers and a change in one will be reflected in the other. Change the 4 th Quarter Northeast sales to and show students the change in the chart. Sales by Region Highest sales in Northeast 3rd Qtr. 4th Qtr. Northwest Southwest Northeast Southeast Region

7 - Close the workbook without saving. Concepts Check Page 264, 1 Completion questions Assessment Skills Check Begins on page 265 Assessment 1 Select cells and create chart; change chart title; move to new sheet; save and print Assessment 2 Select cells and create chart; add background color to chart; apply different formatting to chart; save; print Assessment 3 Select cells and create chart; save; print Assessment 4 Create worksheet from data provided; create pie chart in a new sheet; add title and data labels; add other enhancements at student s discretion; save; print chart only Assessment 5 Review data in worksheet and then create a suitable chart; add a title; add other enhancements at student s discretion; save; print chart only Assessment 6 Use Help resources to learn about scatter charts; create worksheet using data provided in Figure 7.13; create scatter chart in a new sheet; add title; save; print entire workbook Case Study Part 1 - Create chart of choice from data on home and commercial loan amounts for 3 periods. Save; print Part 2 Create spreadsheet on budget for company; create pie chart; format; save; print 1. Test MC

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