excel charts video only

uh so this data that we're looking at will make a great chart and i'll show you why because it has the column headings and it has the row headings now you don't need those things to make a chart but it sure is going to make the chart look a whole lot better when we have the column headings and the row headings now sometimes during the session i make a mouse do that so you can find a mouse that way as well all right and you can see i do have the newest version of excel so if you have anything from excel 2013 onward then the screen should be pretty similar to what you have uh so we'll make this chart and then we have other charts to make as well so first thing you want to do is you always want to highlight your data so i'm going to click on cell a3 and i'm going to highlight from a3 over to i9 now the reason i am starting the cell a3 if you notice my first row contains my column headers and my first column contains my row headers that'll pretty much guarantee that the charts can look as good as possible all right so at this point let's start our first chart most of your charts can be found under the insert menu so i'll click on insert and then you have your chart types over here now they have added some new chart types recently and maybe towards the end of the session i'll show you some of the new chart types but let's go back to a classic i'm going to move my mouse there and it says insert column or bar chart and then even if i click on that there's different varieties so there's many different types of chart here in excel and they're always adding more and more so i'm going to click on the first one and just like that it makes a pretty decent chart for you so if you highlight the data the correct way the chart's going to look pretty good now of course we'll be able to enhance that chart but it's really not that bad right from the beginning if you had it the chart the proper way now let's go over some of the chart terminology the numbers on the left-hand side that's called the y-axis where is this january february and march that's called the x-axis this guy over here is called the legend the the lines going across the chart that's called the grid lines and we even have a chart title now of course we'll be able to enhance that chart but it's really not that bad from the beginning so the numbers on the left is called the y-axis down here where it says january february march that's called the x-axis this is called the legend the horizontal lines are called the grid lines and then we have the chart title now if you notice to put the chart right on top of the data so i would never leave it there i'd like to move that chart to move that chart you're going to move your mouse onto your chart so that your masses chart area like that usually in the background of the chart it'll say chart area so when it does say chart area i'm just going to pick it up and drag it so it's not going to be in the way of something else so you can always move the chart now i'm just going to scroll down a little bit you probably know that if i change the data on the spreadsheet the chart is also going to change so for example i'm going to come over here in cell a4 and i'll type in sales and notice how the chart changed and then i'll come over here to cell a6 usually we abbreviate that to say r and d so i'll type in rnd and the chart changed as well as you can say so if you change the data on the spreadsheet the chart's also going to change now i'm going to zoom scroll down so we can just see the chart by itself good now the next thing i'd probably do is i'd probably make that chart larger to make it easier to read so to make it larger i'm going to click on the chart follow my mouse down here to the corner and we'll get the sizing handle i like to use the sizing handle in the corner so it'll keep it in proportion so i'm going to hit the sizing handle and drag it out of course it's going to become bigger and easier to read so to resize your chart you're going to click on it now if you look at my mouse there's also a sizing handle at the top on the sides at the bottom but i like to use the one in the corner so it'll keep it in proportion so you get the sizing handle you stretch it out of course it's going to become bigger and easier to read all right so now let's go further with our chart of course now in this case you're going to click on the chart and then you get two extra menus in the chart you could design and you get format so now we could also use the icons from the right hand side of the chart and i'll show those in a few minutes let's go with the design menu so over here on the left hand side of the chart it says add chart element so that's what we used to call the chart options a long time ago so uh this is really the heart of the chart right here let's go through some of those choices if you didn't have a chart title yet of course you'd like to have a chart title so i'll pick on the word chart title and i'll pick on above chart and if you didn't say chart title before now it'll say try title right there of course you want that you want that to say something different so you're going to type right right over that make sure you click on the chart title so it is selected and then i'll type in 2019 budget and then when i hit the enter key the chart title now says 2019 budget so i'd almost always like to have a chart title another title that i like to have is over here on the left hand side next to those numbers you've seen these before it might say dollars or gallons or cases whatever it's going to say that's called the axis title so again we're going on the design menu and then i'll say add chart element and then i'll pick an axis title now the horizontal title is at the bottom and the vertical title is on the side so i'll say primary vertical and then notice over here it says access title on the left hand side of course you want that to say something different so i'll type in dollars and i'll hit the enter key and now it says dollars on the left so i will almost always want to have an access title on the left and i'll almost always want to have a chart title now we know what it's talking about it makes more sense you see this guy down here at the bottom this is called the legend the legend is going to show you the color and what that color represents some people want to see the legend some people don't some people would rather have that at the top or on the left or on the right well we have control over that as well so i'll pick on add chart element legend now if you're picking the word none it'll disappear completely but notice how i can put it on the right the top the left or the bottom now i'm going to leave mine on the bottom i just want to show you that you can rearrange the legend that's going to be right down here now a lot of people like this next one they might ask you to put the numbers on each individual bar that's called a data label now if we did the data labels right now then it will show the numbers on all of the bars what if i just want the numbers on the purple bar so pick on the purple bar notice how all the bars of the same color are now selected so we can do them all at the same time at this time i'll say add chart element and then data label and i like the one that's called outside n but you can always try the different ones i'll pick on outside end and notice how the numbers are on the top of the purple bars so when you want the numbers in the bar that's called a data label another way we can add numbers to the chart is the data table let's see what that one does for us so pick an add chart element data table and i'll choose the second one here with legend keys let's see what that does notice how it puts the numbers below the chart maybe look at that way that's called a data table here it might be a little bit too busy but at least you know what that is now so we're going to take that away i'm going to say add chart element data table and i'll say none so you can easily add things to the chart or take things away from the chart as well now these here the lines going across the chart those are called the grid lines some people want to see the lines some people don't so i'll say add chart element we'll say grid lines now i already have the horizontal lines i would like to see the vertical lines so it's a primary major vertical and now we have the vertical lines as well so notice how we have a lot of flexibility on this chart now a lot of people like this next one it's called a trend line the trend line will connect connect the dots between the series and share the trend more clearly so i'm going to click on the the purple series again then i'll pick on add chart element and then we'll pick on trend line now sometimes the trend line is not available depending on the chart type that you've chosen but you can see it's available for this one so pick on the word trend line and i'll pick on the word linear which is going to make a straight line and you can see how it connected the dots between the series that's called a trend line many people like to see that now with the trend line we could do something special we can make it through a projection into the future so here's how you can go further with any chart you can double click on any part of the chart so i'm going to double click on the trend line right there and then notice how you get this extra window on the right hand side so with the extra window then we can you know do a lot more choices as we can say now in this case if because i double clicked on the trend line it says format trendline on the extra window so my point there is you can double click anywhere on the chart and get the extra window from which you'll have a lot more choices even here if i pick on the bucket you'll get some actual choices or if i pick on this icon or this icon you get even more choices but they're all about the trend line so i'm going to pick in the three bars right there i'm going to scroll down and look what it says forecast forward so i'm going to change that 0 to a 3 which in our case will be 3 months then i'm going to close that window and notice how i did a projection into the future so again watch again i'm going to double click on that trend line double click that'll open up the extra window uh this time i'll pick in the three bars over there and look what it says forecast forward and i'll change that zero to a three which in our case is three months i'm going to close that window and it really did a projection into the future uh just remember you can double click anywhere on the chart and you'll get the extra window from which you have a lot more choices now what if you what if they change their mind they don't want to see that anymore which happens all the time right so then i'll just click on that trend line and then hit my delete key so you can always add things to the chart or you can take things away from the chart you're never set in stone it's pretty flexible so we picked on the design menu and we said add chart element and those are great things to add to your chart or take away from the chart now here's a new way you can do the same thing now this started in excel 2013. so if you haven't uh if you have excel 2010 or something before that this one's not going to be available for you i'm going to click on the chart and then you pick on the plus sign and then that's the that's a way to get to those same features once you get used to that plus sign it's actually quicker to use that than it is to go all the way back to the top so that's another way to add those try elements as you can see now if you want to get rid of that window just pick on the plus sign again good let's go through these other icons on the right side of the chart so i'll pick on the paintbrush and the print the paint brush is the chart styles these are preset formats so you might want to try some of those here's a really good one by the way the second one will actually put the numbers on each individual bar so that was a really really quick way to do that i just clicked on the paintbrush you see the chart styles and you just pick on that second one and just like that the numbers are on all of the bars so that was really quick and easy i like those chart styles and you can see there's a bunch of them now once you pick a chart style of course you can customize it from there but that gives you a tremendous head start i like that one right there good and now i'll actually put the legend on top that was just part of the style i can change that if i wanted to now notice how that window is still hanging around so just click on the paintbrush again to put that away now let me show you what the funnel does or you might call that a filter i'm going to pick on the funnel you see here i can take those sections away or put them back again so what if i want to see i don't want to see the accounting section anymore i'm going to uncheck where it says accounting and then you come down here and you pick on the word apply and that took the accounting section away as you can see or if i want to add the section again i'm going to check where it says accounting and then click on apply and that is back again so once you get used to those icons on the right side of the chart they're very helpful as you can see i'm going to click on that funnel again to put that window away now let's go through some more choices i want to show you one that's called a sparkline sparkline is a miniature chart it fits in one cell these are really catching on because it doesn't take up a whole lot of room now usually the sparkline will go on the right side of the row or at the bottom of the column it doesn't have to go there but many times it's going to go on the right side of the row or at the bottom of the column so that's why i'm going to pick on cell l4 to pick on to get a sparkline i'll pick on the insert menu of course insert now follow my mouse here it says the word charts that's called the charts group then you go to the right of that and you'll come across the sparklines that's called the sparkline group then i'll pick another column right there then uh you get this window for the data range you're going to have that current row of data so i'm going to hide it c4 to i4 you just highlight one row of data and the location range says l4 which is where it's going to land over here so i'm going to click on ok that's a sparkline it's just a miniature chart you see people like it because it really doesn't take up a whole lot of room now what's nice about that is as the data changes then the sparkline is going to update so i'm going to come over here and i'll type in 16 000 and notice how it's going up and down right so as the numbers change then that'll also change it's just a miniature chart now what most people most people do is copy that down so i'm going to click on the sparkline i'm going to get the black cross let's call the speed fill and i'll drag it down and now each individual row has their own chart these are called sparklines so maybe you've seen these sometimes they go all the way down the page now here's how to change the colors of the sparkline we're going to click on one of the sparklines we'll pick on the design menu and then here it says sparkline colors i can change the different styles now on the design menu i'm going to come over here i'm going to say hi point and low point right there the low the low number is very hard to see but clearly the high number really stands out so when you click in the sparkline you can pick on the design menu from which you can format the sparkline so maybe you've seen those those are already catching on let's go back to our other chart so i'm going to click where it says 2019 budget that's called the chart title and another way to go further with your chart is the format menu up here so click on format so this is where i can change the format of that one section that you have selected so if this window opens up i'm just going to click on that paintbrush to put that away so ones that i use would be like the shape fill that will be the background color of that section that you have selected the shape outline is the border color sometimes i want a different border color as i do for the fill color and then the shape effects are special effects that you can try as well so i like these shapes styles these are preset formats so i'll pick on the shape styles and then you have many preset formats so i'll use a red and now the track title is in red in this case i'll pick on dollars which is called the axis title and i'll make that red as well on the format menu so you can really customize this chart to the nth degree and this would work on existing charts as well now you know obviously we can make that any way we wanted to between your design menu and the format menu and the three icons on the right side of the chart that's going to give you great ways to it's going to give you great ways to customize your chart remember you can double click anywhere on the chart and then you get the extra window from which you'll have a lot more choices so that'll give you some things to experiment with as well now i'm going to go and save my spreadsheet when i save the spreadsheet then the chart will also save with it of course now one of the features uh one of the features i wanted to display today we want to talk about how to get that chart from excel into powerpoint or to word or any of the microsoft programs i almost always make my chart in excel and then we're going to copy and paste it over to the other programs but i'm not just going to use copy and paste i'm going to use copy and paste special and i'll show you why now you want to move your mouse onto your chart so that your mouse is chart area like that usually on the background it'll say chart area when it says chart area i want to click there and that'll select the entire chart which is really important and then i'll just do a copy i just right clicked on the chart and i picked on copy so you want to move your mouse to where it says chart area so you'll click there to select the entire chart and then we'll just do a normal copy so from there you'll go to your different program so i'm going to minimize excel and then we can go into powerpoint so i could do this to an existing presentation or i can do it to a new presentation as well so let's go to a new presentation file new and i'll do a blank presentation it would work on an existing presentation as well so now the same exact step will work in word or powerpoint or outlook or vizio or a project or any of the other microsoft programs i did a copy from excel then you come to the other program and you pick on the home menu and you pick in the pull down where it says paste and then you click on the word paste special and then you get the window that's called paste special there's two reasons why i like to use a paste special rather than just normal paste first of all it's going to look better it really will it looks better when you do a paste special rather than just normal paste second of all it says paste link that means if i change the chart in excel it'll change it here at the same time so click on paste link and we'll click on ok here we are in powerpoint and yet there's the chart from excel and it looks pretty good it looks pretty good because we did a paste special we also said paste link that means if i change the chart in excel it's going to change it here at the same time let's see if that's the case so go back to excel let's make an obvious change so i'm going to click on the chart title and i'll pick in the format menu and this time we'll go with we'll go with blue and i'll come over here and pick under dollars and make that one blue as well so that's a pretty obvious change i went from red to blue in this case i'm going to save the excel spreadsheet now let's see if it changed in powerpoint as well and you can see that it did now it should change automatically in powerpoint or in the other program if it doesn't you're going to click on that chart in the other program in this case powerpoint right click on it and then click on uh update link so if it doesn't update automatically just pick an update link and then it should give you the newest try that worked because we did a copy in excel and then we came over here to powerpoint and then we did paste special and then paste link that way if we change the chart in excel it'll change it over here as well that'll work in word powerpoint outlook visio project or any of the other microsoft programs now i don't really need to save this powerpoint presentation right now of course in real life you would actually save that so i'm going to close that powerpoint and i'll say don't save you know in this case now let's go back to excel uh here is the classic column or the bar chart let's make a pie chart so i'm going to highlight from a3 over to a c9 let's say you just went to plot january now the pie chart can only show one column of data at a time pretty soon i'll show you one that's called a a doughnut chart and the donor chart can actually show multiple columns the pie chart can only show one column of data at a time so that's why i have january selected in this case we'll pick on the insert menu and i'm going to come over here and pick on the pie and i'll pick in the first one good now i would never leave it there i want to make sure that it's not on top of the data so i pick up the chart using you know you move your mouse to where it says chart area just drag it somewhere else so it's not in the way good so let's move over so we can see that chart good and then of course i would uh resize that chart using the sizing handles now uh with a pie chart we almost always want to see the numbers on the pie so remember how the numbers are called the data label so i'll pick on the design menu and i'll say add chart element and then data label and then i like the one that's called outside end but you can always try the different ones good uh so now we have the legend down here and the number now this is something interesting we can do with a pie chart i can separate the slices so let's say i want this slice to be separated i'm going to click on that slice and then i'm going to click on that slice a second time so that that slice is isolated by itself and then i'm just going to drag it out so it looks like i'm focusing on that one section of the of the pie so watch again you pick on a slice and you pick on it a second time so it's isolated and then you just drag it out and it looks like we're focusing on that one section of the pie so there's your classic pie chart so i'll just move this chart over here excellent i'd like to show you a combo chart so if you notice over here we have the percent of total and the percent of total is much smaller than those other numbers so if i try to put the percent of total on the same chart at the same time you would hardly even see it because the numbers are too small so we're going to try to make a combo chart so we can display the percent of total at the same time so let's see how we're going to do it we're going to make a new chart this time so i'll click on cell a3 and highlight all the way from a3 to k9 this time i'm going to include column k now we're going to start off as a normal chart so i'll pick on the insert menu and i'll pick on the the three bars again the column or the bar chart and i'll pick on the first one good now we might as well move the chart so i'm just going to pick up the chart and just drag it maybe below the other one this way it's not in the way of something else and then of course i would resize that so i'll get the sizing handle and stretch it out good so notice how we can't even see the percent of total because the numbers are too small that's what i'm trying to deal with now before we deal with that one notice the total section the total section is a little bit too big right now so i actually want to hide the total section here's a really quick way to do that it's what i showed you before we're going to click on that little funnel so i'll pick in the funnel then we're going to scroll down i'm going to uncheck it where it says totals and then i'll pick in the word apply good so that's hid that section so that now once you get used to those icons on the right-hand side they're very handy so i'm going to click on the funnel again to put that window away now i don't see the total section anymore in fact the other sections are more prominent because of that but i still can't see the percent of total so that's what we're trying to deal with now the next thing that you want to do is you want to get the word percent of total so it appears on the legend the way we do that is you're going to click on the chart we'll pick on the design menu and you say switch row and column notice how to put the the month's name the month names and the percent of total on the bottom here on the legend so you have two different views of every chart you can pick on switch row and column to see the other view see how now it's back to the other way and i'll click on switch and row and column again so you can do that with any chart you go back and forth with two different views because of switch row and call now that where percent of total is on the legend it's that green section it should be right here and right here and right here but it's really not fair because the numbers are too small but we're going in the right direction so in this case i'm going to click on that that percent of total on the legend and i'll pick on the word percent of total a second time so that we get it's isolated see what i mean it's kind of by itself now here come the important steps i'm going to change the chart type of that one section only and then we're going to get it over here on the right hand side on the second axis so what you do is you say change chart type up there on the design menu now you see how excel has many chart types but because i have that one section selected it you can change the chart type of each individual section over here so i'm going to scroll down until we can see percent of total i'm going to click on that pull down and then i'll make that one a line chart type you see i'm just changing the chart type of that one section and then look over here i'm going to click where it says secondary axis which will be on the right hand side so i'll click on ok and that is what i'm shooting for the green line is the percent of total i can tell by the legend and now it's on the right hand side which is the second axis we used to call this a two axis chart a long time ago now it's called a combo chart because part of it is a column and part of this align on the same chart and usually the line will be on the second axis on the right hand side so we can show two types of data now what i like to do is i'm going to click on that line i like to add the numbers to the line remember how the numbers is called the data label so i'm going to pick on the plus sign to the right and i'll pick in the word data label actually let me show you something this is really subtle but i'm going to click on that arrow to the right of the word data label and then i like to have the numbers above that line all right so i'll pick on the word above let me get that window out of here for a second so i'm going to click on that line i'll get the plus sign and i'll pick under data labels i'll pick on that with uh and then i'll make it above actually the other way i can do that is the design menu i'll say add chart element data label and i'll say above good excellent so that's called a combo chart it is one that people use a lot because this way we can show two types of data on the same screen at the same time a great chart that is called a combo chart now earlier i showed you the pie chart where's that pie chart app there it is but the pie chart can only show one column of data at a time so now let me show you one that's called a donut chart i'm going to come over here and pick on the sheet where it's called donut chart now the donut chart can show more than one column at a time here it'll show two columns and then each column will show up as a different ring on the donut so we'll have two rings on the donut if i had three columns of data then we had three rings of data on the donut chart so let's see what a donut chart looks like i'm going to highlight the data from a3 to d9 we'll pick on the insert menu then it's going to be under the pi category right there and then i'll pick in the donut right there so i'm just going to move this around and maybe resize that so notice how we had two columns of data so we have two rings on the donut if we had three columns we would have three rings here now this one will really benefit from the data labels here's a quick way to do that i'll pick on the design menu and i'm picking the data labels right there like that that style is what i wanted to say that put the percents on to the uh donut chart but let's see how we can go further with that i'm going to double click i'm going to click on that number right there in fact i'll double click on it and then it says format data labels good so then we're actually over here on the the right side window again so over here i'm gonna go ahead and uh i'm gonna pick on the three bars right there and then i'll pick on label options good so in this case i really want to see the series name and the value i'm going to uncheck it where it says percent so i can see those numbers represent january then i'll pick on the number on the outside ring and i'm going to uncheck it where it says well pick on series name and then value and then uncheck where it says percentage so it turns out the outer ring was february and the inner ring was january if we had another column over here then that would be the next outer ring so you can see the doughnut chart is a new way to display the data the advantage that it has over the pie chart is that the doughnut chart can show more than one column of data at the same time all right so that's a new way to display the data let's try some some more charts here i'm going to go to the sheet that's called uh the bar of the pie this is an interesting chart so notice how this pie is then broken down into this section it's called a bar of a pie now this is kind of the old style when i do it right now it's going to show you the new style so i'm going to click on that chart and actually delete it with my delete key so i have one column of data here and when you first do it the bottom three like always the bottom three will be the ones that are on the right hand side but i'll show you how to move them around so i'm going to highlight that information then we'll pick on the insert menu and i'll pick on the um you know the pie again and then i'll go with it could be a pie of a pie you know you can see what that one looks like but i like this one the bar of the pie all right so i'll pick on that one i'm just going to move this around and resize it now if we look at the legend bill is the orange section mary is the dark blue section and barb is the red section and you can see that was the bottom three so the bottom three always go on on the you know the the bar part so in other words this green section represents the personnel and the personnel is broken down into uh bill and mary and barb well i see jim smith jim smith is this light blue section well jim smith row should be on the right hand side as well let me show you how we're going to do that i'm going to click on the blue section right there and i'll pick on that blue section again so it's isolated by itself this is where i would double click on that section so that we can see the extra window over here on the right hand side so it says format data point at this time so i just i'm just going to click on the three bars there to get some additional choices and do you see where it says point belongs to well over here this is called the first plot and over here this is called the second plot so look i'm gonna say point belongs to the second plot and then watch what happened now jim smith is now on the second section watch how we did that one again so i see the architect let's say the architect should be over here as part of personnel as well so i'll pick on the red section which is the architect now if that window isn't open then i'm going to double click on that red section to open up this extra window then i'll pick on the three bars and look you say point belongs to the second plot which is over here okay now uh this will really help if we have the the data labels on there again so i'm going to click on the chart and i'll pick on the plus sign and i'll do the data labels now that turned the numbers on i also want to see the um let's say we want to get rid of the legend here so i'm going to uncheck the legend what i would really like to see is the name of the section in with the data label so i'm going to come over here again and then i'll pick on the the arrow to the right of the data labels and if i pick in the word more options that actually brings me to the extra window on the side as well so then i'll pick on the three bars right there and then this time it's going to move this window for a second i'm going to pick in the three bars and then i'll check where it says label options and then let's see if it's the category name that's correct good so now you see where i was going with all this so this big section here it's called other right now but i'm going to give that a better name that is 55 of the total budget and the 55 is broken down into the architect yes i'm sorry am i not sure on the screen we okay okay so uh in this case um yes so if you notice this other section is made up of the personnel and the personnel is made up the of the architect jim bill mary and barb now i'm going to click where it says other right there and i'll click inside there and just change it to say personnel so this is an interesting chart type it's called a bar of a pie so you start off with one column of data like that and then we highlight that data and we said insert you go to the pi category and you know usually i'll pick on this one although this one works the exact same way and then you see how the bottom three make up the bar and then i showed you how to move those back and forth to the different sections so it's interesting here we're showing the personnel makes a 55 of the budget but then they're working down into the individuals uh let me show you some of the newer chart types for a few minutes and we'll start wrapping up so i'll pick on the the maps uh sheet at this time so now if you have excel 2016 or excel 2019 now you can actually make some maps as well now the data that'll really work with the maps is countries like i have or states or zip codes so as far as i know you can make maps out of the countries if you have state data or zip codes that's going to work for you as well so i'm going to highlight this information notice how i have the country over on the left and the amount over on the right so we'll pick on the insert menu and then notice how there's one that's called maps now this is actually going to connect uh to the internet so you have to have an internet connection when you make this one but i'm sure most of you have that so i'll pick on maps and we'll pick on this one let's see how that looks perfect so i'm going to go to expand that so then if you move your mouse to the blue sections it'll then show you the country and their dollar amount is that correct us dollar as is 172. uh so let's see here's some blue sections and there's uh france and 463.04 is correct so that was an interesting kind of map the blue sections are the ones that we'll have the blue sections are the ones that will have actual information so like i said it works with countries states zip codes now let's try another one you can resize that now another one is a 3d map so i'm going to go to highlight that information we'll pick on the insert menu and i'll pick on a 3d map and then i'll say open 3d maps and again you have to have a connection to the internet of course to make these happen but i'm sure most of you have that so that one's taken a second and then here it comes good so uh it did add the country in there now you add something to the height at least into the height so i'll pick on the plus sign and we'll use the us dollar amount and now check it out so um now you can see i can rotate that so that's why it's called a 3d map and then the sections that are in blue is where it'll have the number for that country so you can expand that or decrease it with those icons so pretty pretty easily we were able to make that map and then you can see how i can spin the globe a little bit and that's why it's called the 3d map there's united states and then of course i can zoom in or zoom out now that did make a separate window so i'm going to close that window and we'll go back to normal excel so notice the data nice simple data it can work with countries or i've seen it work with states from the united states or it can work with um zip codes as well now let me show you a couple more new map types and we'll we'll start wrapping up so i'm going to hide at this information we'll click on the insert menu and you'll see some new chart types to start in excel 2016. here's one that i've seen quite a bit in different publications it's called a tree map so you click on this one and the tree map is going to be this one with the rectangles and the bigger rectangle the bigger rectangles have the bigger numbers so let's move that over here what i'll do with this one is i'll take the legend away so i'll pick on the design menu add chart element pick in the legend and pick on none now what i'd like to do is add the data label onto each rectangle so this is where you go further with your chart so i'm going to pick in the word italy right there and then we'll go back to the the extra window over here here's another way to get to the extra window i can click anywhere on the chart and i'll pick on the format menu then i'll pick on format selection and you get the extra window over here so i showed you a few different ways to get to the extra window i can double click on that part of the chart or click on it and then pick on format and then format selection now here i'll pick on the word value good so that tells uh the better story because now i have the section name and the amount so maybe you've seen that tree map uh i i've seen that quite a bit in different publications it's really catching on there's just a new way to display the data another another one that i've seen is a new chart type i'm going to hide that information i'll click on insert and then notice how you have different chart types over here another one that i've seen recently is this one i'm going to click on this icon and then the funnel chart so then you can see how the rectangles are going across and then clearly the longer rectangles have the the bigger number so uh you know i'm just trying to show you some of the newer chart types many of these are brand new as of excel 2016 and it's just going to give you some new ways to display the data so just going to hide the data notice how the data can be repurposed for many charts so if i change that data all of those charts are going to change because they're all tied to the same data and i could have as many as i wanted to that would fit in one screen not a problem so if you explore some of the other chart types oh that sunburst is like you know a round uh then each yeah let's try that one right almost like a donut chart except that each each country is is a different section of course we'll move that down here and then you know what i like to do i like to have the number show up on each uh section well then you modify the data labels again so i'll pick another italy we're going to make that chart bigger so they're really going to show up i'll pick another italy and then we'll make sure that we select all of them click on the design menu add chart element data label i'm going to say more data label options and that'll open up the extra window on the side again and then i'll pick in the word value all right so maybe you've seen that kind of chart that's called that was called the sunburst chart here's the the funnel chart so notice if you click around maybe you'll see some new chart types that you haven't seen before it's kind of interesting if i change that information so let's say usa is going to have 600 now so watch what's going to happen this chart will change this chart will change the united states will get bigger and the rectangle for united states will change over here as well as soon as i hit the nrk so i watch this one change this one became more prominent and then the united states section became bigger on this chart and i'm sure it became bigger on the on this chart as well so all four of those charts come from the same data if i update the data then the chart all the charts are going to change as well so today we covered quite a number of charts we did the basic column chart then i showed you how you change the column chart with um the data labels and the sparkline i mean with the chart title and then we talked about the pie chart the sparkline we did a combo chart we did a donut chart then we did some interesting ones like the bar of the pie and i showed you the map charts and some of the new chart types so the first way is the way i showed you before so in this case notice how january february and munch are on the x-axis and the department names are on the legend so i'll pick on the design i'll pick on the chart i'll pick on the design menu and i'll say switch row and column so that now the month names are on the legend and the department names are on the x-axis so you can always try switch row and column now if that doesn't meet your knees then here's the other way we're actually going to flip the data over here so let me show you a great way to do that i'm going to highlight this information and i can even include the total the total column and the total row at the bottom and we'll do a copy now you can see how the department names are on the sides and the month names are at the top right then i usually would do this on a different sheet so i don't mess up that information i'm going to go to a different sheet and we're not just going to do a paste here we'll do a paste special so i'm going to right click on that in from that cell and i'll pick on the word paste special and then you say transpose okay so you highlight the data on the other sheet you do a copy you come usually to a different sheet and i'll say paste special and then transpose now look what occurred now the month names are on the side and the department names are up at the top so where you flip the data so then we'll try to when you see the pound sends of course i'm just making those columns bigger now we'll make a chart from here so i'm going to highlight from a3 uh to this uh to this row good and then we'll just start to make our chart again so you insert that chart and then that one so you can either do the switch row and column under the design menu or you can highlight the data and copy it and then go to a different sheet and then say paste special and then transpose that should help with what you're talking about so what we'll do there is we're going to change the chart type so i'm going to click on that chart and i'll pick on change chart type and instead of it making a column chart you'll make a bar chart and then you'll see if i pick on this bar chart and then click on ok that's exactly what you just asked for so you actually make it into a bar chart instead of a column chart can excel do quarterly state and federal tax payments so um let me think about that well we can do that on a pivot table so let me bring up a different spreadsheet and we'll make a pivot table really quickly so i'll pick on file open and i'll go to the pivot table example now everybody we can do a whole session on pivot tables i bet if you requested this from sign up training we could do a session on pivot tables and please request me and then we could do another session for you in the future but i can make what you're requesting in a pivot table format and then we can make a chart from there so here i have a bunch of data here we have the field names up top and then you know the data down below so i'm going to click on one cell and i'll say insert and then a pivot table and i'll click on ok so just to kind of abbreviate this i want the office down here at the rows hello hello hello can you hear me okay i'm sorry we were hearing some background noise or something i'm not sure what happened with that so uh now watch i'll pick up office in the rows in the pivot table and that made each row a different office then i'll pick up flight date that's going to be a date field and you move that to the columns and then i'll pick up uh the total field and move it to the values so watch what i can do i'm going to right click on the year here because i use the date field then i'm picking the word group and then you can do it by month quarter or year so i pick on quarter and month and now now i have broken down by quarter and by month and then from there i'll pick on the analyze menu and pick on a pivot chart to make a chart from there you see so that that's kind of what you were asking for so uh the data has to be you know set up like this on sheet one i do have a date field there and then the the first first thing i thought of was to make a pivot table from there and then when i use the date field in the column section i was able to then group it by month quarter or year so you ask for quarter and then month and then i made a pivot table from a pivot chart from there