Excel Intro:
Chart Wizard

Title: Jan's Illustrated Computer Literacy 101
Did you want Working with Numbers: 2007,2010,2013,2016  or españolIcon: Change web

The Chart Wizard is one of Excel's cool features. You can easily create charts of various kinds using your spreadsheet data. The wizard leads you step by step to turn your numbers into an cool and colorful chart.

Chart- vertical bars Chart - pie Chart- lines Chart - 3D lines  
Chart - area Chart- cones Chart- donut 
Some of the many types of charts - one to match your every need!


For this introduction to charts, you will stick with a simple pie chart. A pie chart works well when you want to see how much of the whole each part is.

Where you are:
JegsWorks > Lessons > Numbers

Before you start...

Project 1: Excel Intro
    InterfaceTo subtopics
    Select & Navigate To subtopics
    Common Tasks To subtopics
     footprintChart Wizard
     footprintNumber Formats
    ExercisesTo subtopics

Project 2: Excel BasicsTo subtopics

Project 3: Format & ArrangeTo subtopics

Project 4: Groups & FormulasTo subtopics

Project 5: DesignTo subtopics


Icon Step-by-Step 

Step-by-Step: Pie Chart with Wizard

 Icon Step-by-Step

What you will learn:

to use the Chart Wizard-
     to select data and labels
     to select chart type
     to format chart title, legend, labels
     to create a chart on separate sheet
to print a chart

Start with: (Excel open to budget.xls from resource files)

To use the chart wizard you first select the data to be charted and also the cells that label this data.

  1. Label cells and data cells selectedSelect the range A7:A13, the row labels in the Inflow section.
  2. Hold CTRL down, scroll to the right, and select the range N7:N13, the totals for each row of the Inflow section.
  3. Chart Wizard - step 1-Bar chart selectedClick on the Chart Wizard button. The Chart Wizard dialog opens at step 1 of 4.
  4. Experiment:  Select each chart type and click on each of its subtypes. Press and hold down the bar below the subtypes. The pane will show how the data you just selected would look using that chart subtype. Which types look useful for this Budget data?

  5. Select the Pie chart type and the first subtype on the top row.

  6. Preview of chart of this typeClick on the button Press and hold to view sample and hold the mouse button down while you look at the preview pane in the dialog. It shows a rough estimate  of what your data will look like in this chart type.

  7. Dialog - Chart Wizard Step 2 - Data Range dataClick on Next. Step 2 of the wizard opens, showing the ranges used for the chart.
  8. The Data range uses absolute references. Those $ symbols scattered around do not mean money this time! If you move your data around on the sheet, the chart will change its references to match. Super helpful!

    Data Range text boxTip Notice that the sheet name is included in the cell references, followed by an exclamation point. You can read the exclamation point ! as "bang" when saying the range aloud. Ranges are separated by a comma. So the correct format for the data range is NameOfSheet!$Column$Row:$Column$Row and put a comma between each range used for the chart. The Series tab is used when charting more than one data set at once.

  9. Chart Wizard step 3 - TitlesClick on Next. Step 3 of the wizard opens to the Titles tab. The pie chart will change to show your changes.
  10. For the Chart title type in  Budget 1998- Inflows 
  11. Chart Wizard step 3 - Legend
  12. Click on the Legend tab. A chart's legend tells what the chart colors represent. You can choose the location of the legend here.
  13. Click on each choice to see what it does. Choose last to have the legend on the right.

  14. Chart Wizard step 3 - data labelsClick on the Data Labels tab. You can choose what kind of labels to show on this tab.
  15. Select Show percent or Icon: Excel 2002Icon: Excel 2003 Percentage and check the box for Show leader lines.

  16. Chart Wizard step 4 - Chart locationClick on the Next button to continue. Step 4 opens.
  17. Choose to create As new sheet and type in the  Inflows .
  18. Click on the Finish button.

    Your finished chart appears on a new chart sheet named Inflows.


  19. Pie chart with text box in centerClick in the Formula bar and type your name, 2 spaces, the date, 6 spaces, Project 1: Excel Intro and press ENTER. A frame or text box containing your text appears in the center of the sheet.

  20. Drag the frame/text box to the upper left of the chart's white background.

    Pie chart on separate sheet

  21. Click on Print Preview to see how this chart will print. Make corrections if necessary.
  22. Click the Print button to print this sheet only. The default settings will print all pages of the active sheet(s). In this case there is only one page.
  23. You do not need to save your changes.