How to Make a Graph or Chart in Excel-Complete Video Guide

This is a complete video tutorial on How to Make or Plot a Graph or Chart in Excel. To make complex chart like Gantt Chart, you have know the basic principles of making a chart. Though I have used Excel 2013 to make my videos, but if you use Excel 2007 or 2010, you can also use this guide. In some cases, you might stumble to find the same commands of Excel 2013 in Excel 2007 or in Excel 2010.

Excel is probably the most used software in the world for presenting data. In this video tutorial series, we shall cover the following topics:

  • How to Make a Graph or Chart in Excel from Scratch
  • Make a Graph in Excel 2013 Using the Recommended Charts Tool
  • Creating and Customizing an Excel Chart
  • Creating a Combination Chart in Excel & Introducing with Chart Elements
  • Using Chart Elements, Chart Styles and Chart Filters – Excel 2013 New Tools
  • Resizing, Moving, Copying, Deleting, and Printing Charts in Excel

How to Make a Graph or Chart in Excel from Scratch

In this video lecture:

  • You will learn how to create an Excel chart or graph selecting the data series manually.
  • And you will be introduced with the “Insert” Chart dialog box.

Click here to read the transcript of the above video!

In this section, we shall learn in details how to create Excel charts. You know: No charts, no data visualization. Without visualizing data, people cannot take better decisions. In this video tutorial, we shall learn how to make an Excel chart from scratch. You will not use this approach practically to create charts in Excel. But this approach will help you to understand how actually Excel creates charts. In this worksheet, you see a Time column, and a Temperature Column.

I am going to create this chart, this is X axis, the values under Time column are set in the X axis, this is Y axis, the values under the Temperature column are set in the Y axis. So this is a Temperature vs. Time chart. Remember it very well: this is a Temperature vs. Time chart, not a Time vs. Temperature chart. Temperature data series makes the Y axis here. Time data series makes the X axis for this chart. The rule is: the data series that makes the Y axis sits before the data series that makes the X axis.

This rule is applicable when only two data series are used to make a chart. A chart can use more than two data series. You will see it later. This is not a mandatory rule that you have to follow. But to be a perfect Chart maker, you can follow this rule. Okay, let’s delete the chart, to delete, at first you have to select the chart; you see the data that makes the chart is also selected when I select the chart. Just press Delete in the keyboard, the chart is deleted. Let’s create the chart now from scratch. Click on the Insert tab. In the Charts group of commands, the first command is the “Recommended Charts” command. If I click on the Recommended Chart, Excel shows me a warning message, as Excel did not find any data to recommend a chart.

My cell pointer is referring a cell that has no data. Cancel the message; select a cell within this data range. And now click on the Recommended Charts command again. Now you see Excel shows four recommended charts in the Insert Chart dialog box. On the left, you see the chart previews, click on the previews to see the detail chart on the right. On the top, you see the chart category name: clustered column chart, at the bottom; this is a brief description about the Chart category, we get this details about the Clustered Column chart: “A clustered column chart is used to compare values across a few categories. Use it when the order of categories is not important.” To view more charts, click on the “All Charts” tab here. At first you will find Recent. Click on it.

You will find the charts here that you have used recently. Then the templates, click on it, Templates folder is blank now. We shall learn later how to create chart templates, then the Column Charts, so many options, clustered column, stacked column, 100% stacked column, 3-D clustered column, 3D stacked column, 3D 100% stacked column, and finally the 3D column. All these charts have their subcategories. Then the Line chart, there are so many options here you can work with. Then the Pie Chart, Bar Chart, Area Chart, X Y or Scatter Chart, Stock Chart, Surface Chart, Radar Chart, and finally the Combo Chart. Combo chart is not actually a unique type of chart; it is just combination of two or more charts. I cancel this Insert Chart dialog box as I have no plan to use this dialog box to create the chart. I place active cell pointer outside the data range, and click on the Scatter drop down. Then I select the Scatter with Straight Lines and Markers chart. You see a blank chart area appears in the worksheet. There is nothing in the Chart.

Right click on the Chart Area, click on the Select Data command in the drop down list, “Select Data Source” dialog box appears, the first option in the dialog box is Chart Data Range, if I select this data range, Excel will automatically fill the Legend Entries, and Horizontal Axis labels. At this point, we get two new terms: Series and Category. The values that are set in Y axis are called series, and the values that are set in X axis are called Categories, remember these two Excel Chart related terms very well. I click OK, you see the chart is created. Let’s make the chart in little bit different way: right click, select data, delete data range, and Remove the series 1. The dialog box is blank again. Now click on Add button. “Edit Series” dialog box appears.

The first option is the Series name. Our series name is the Temperature. I select the Temperature column heading, the next option is the Series X values. Series X values are the Time values. I select the values of the Time column. Be careful, don’t select the column heading “Time”, only the series values. As Series Y values, I select the Temperature values. Again warning, don’t the select the column heading Temperature, only the values. Click OK. And click OK. You see the chart is created. This is the way, you can create Excel charts in the extreme basic way. You can increase the size of the chart; decrease the size of the chart, you can move the chart from one location to another location in the worksheet.

This chart does not have any Axis titles, and there is no legend. The chart does not show any trend line. Let’s add them. I Click on this Icon. This is Chart Elements icon. I select Axis Titles, Legend, and Trend line. You see Axis Titles are added, though Axis titles are showing generic names. I change this X axis title to Time and this Y axis title to Temperature. You see also Legend and Trend Line are added in the chart. So you just learnt how to create a basic Excel chart from scratch. You can customize this chart in many ways. In our next some video tutorials, we shall learn how to customize Excel charts hugely. This basic knowledge will help you in many ways to learn advanced charting in Excel. Remember it: No charts, No data visualization, remember it.

Make a Graph in Excel 2013 Using the Recommended Charts Tool

In this video lecture:

  • You will learn in details how to create an Excel chart using the Recommended Charts command.
  • And you will learn how to apply Chart Styles on a chart.

Click here to read the transcript of the above video!
Excel 2013 has added a new feature to work with Excel charts; the feature is Recommended Charts. Click on the Insert Tab. You will get Recommended Charts command in the Charts group of commands. Now, you can create Excel charts more easily using this recommended charts feature. This worksheet shows some sales data of a company according to Region and Year. The total row and total column calculates the total sales according to Region and Year. You have to select the data that will make your chart.

Say I select a cell in this data region and click on the Recommended Charts command. Insert Chart dialog box appears with some chart recommendations. I just click OK. You see a chart is created and all the data in this region are used to make the chart. But I don’t want to include the Total row and total column data in the chart. So you must be careful when you select data to create charts. I press Delete in my keyword, the chart is deleted. Now I select the data without the Total Row and Total column part. Then click on the Insert Tab, and click on the Recommended Charts command. Again Insert Chart dialog box appears with 1 2 3 4 5 6, total six recommended charts for the selected data.

First recommended chart is a Line chart; you can easily find out the trends of sales in different years and in different regions using this chart. Blue line is representing the sales of West Region, Red line is representing the sales of Mid region and Green Line is representing the sales of East Region. It is clear from the chart that Sales is increasing in West Region, Sales is in downtrend in East region and Sales is almost flat in Mid region. The next recommended chart is a clustered column chart. This chart shows the sales data in columns. You can also use this chart, but if you need to understand the underlying trend of your sales data, then this chart will not serve your purpose. The next recommended chart is a Stacked area chart.

This recommended chart is not a good choice as the chart shows that all the sales data are in uptrend but it is not true. I shall show you later how you can use Stacked Area Chart effectively. The next one is a Stacked Column chart, it is also not a good recommendation by Excel. The next one is a Scatter chart with Straight Lines and Markers. This one is actually same to a line chart. Only difference is: in this chart data points are marked with Markers. In the line chart, you see there are no markers to mark the data points. It is a good idea to use the Scatter chart with Straight lines and Markers because the data points are easily visible with the markers. The final recommendation is a Bubble chart, this is totally a bad recommendation by Excel Recommended charts feature. So from this discussion you have realized that every chart recommended by Excel is not accurate.

You have to filter the good recommendations from the bad ones. In that way you can make a better use of Recommended Charts feature. I choose the Scatter with Straight Lines and Markers Recommendation. Click OK; you see the chart is inserted in the worksheet. And immediately Excel shows some other chart styles in the Design contextual tab of Chart Tools. Move your mouse pointer over the styles, you will see the preview applied on your chart. Get more styles, I choose this second one in this second row. It is style 10. It seems a nice chart style to me. You can change the location of the chart in the worksheet. You can resize the chart size. Observe one thing, when the chart is selected, the data that makes the chart is also selected. So, this is how you can create an Excel chart by just selecting the data and then using the Recommended Charts feature.

Read More: Sparklines in Excel (Insert, Change, & Modify to Show Data Trends)!

Creating and Customizing an Excel Chart

In this video lecture, you will learn:

  • How to create an Excel chart using the commands under the Charts group.
  • How to change the color of a chart.
  • How to change the Layout of a chart.
  • How to switch between Row and Column.
  • How to change Chart type.
  • How to create default Excel chart using keyboard shortcut.
  • How to create chart in Chart Sheet using keyboard shortcut.
  • And how to change the default Excel chart.

Click here to read the transcript of the above video!
In the first video of this section, we have learnt how to create an Excel chart in the basic way. In the second video, we have learnt how to create a chart using Excel’s new tool: Recommended Charts command. Click on the Insert Tab. And look at the commands in the Charts group. In this video tutorial, we shall show you how you can create an Excel chart using the commands in this Charts group. I shall not cover the PivotChart command in this group. This command will be discussed in details later. In this video we shall also learn how to create Excel charts using Keyboard shortcut and how to locate charts in the Chart Sheets. You see, this worksheet shows some data. The data is about Customer satisfaction by Age Group in different months.

Satisfaction is measured in percentage: higher the percentage, higher the customer satisfaction. The first column shows the satisfaction from the people who are under 30, the second column shows the satisfaction from the people who are in between 30 and 49. And the last column shows the satisfaction from the people who are above age 50.

To create a chart, the first job is to select the data that you will use to create a chart. I can select the whole range, or I can just select a single cell. The first Chart in the Charts group of commands is: Column Chart. Click on the Column Chart drop down, you will get two sections. 2-D column charts and 3-D column Charts. Under 2-D column, you will get Chart Types: Clustered column Chart, Stacked Column Chart, 100% Stacked Column Chart, and under 3-D section you will get chart types: 3D clustered column, 3D stacked column, 3D 100% Stacked column, and regular 3D column chart. To get column charts: click on the More Column Charts. Insert chart dialog box appears with All Charts Tab activated. You get here that 5 Column charts. But every column chart has their own categories: you see Clustered Column chart has two sub categories, Stacked Column chart has two sub categories and so on. I cancel the dialog box.

The next Chart type in the group is Bar Chart. Click on the drop down, you see this chart also has two sections: 2D bar and 3D bar charts. To get more Bar type charts, you have click on the “More Bar Charts” option. Then you will get: Stock, Surface and Radar Chart command. Then Line Chart, then Area chart, then combo chart, Then Pie chart, and finally you will get the Scatter Chart. I click on the Line chart command. And then select the “Line with Markers” Chart. The chart is inserted into the worksheet. You know, chart is an object in Excel. You already know how to apply styles on the chart. The styles are available in the Chart Styles group in the Design contextual Tab. Or you can click on the “Chart Styles” icon on the right side of the Chart. Right now Style 12 chart is selected, it has a green border around it. Move your mouse pointer over the styles, you will get the Style Preview on the Chart. You can also change the color of the chart: you will get the color palette in Two locations: you see there is an Color Tab here, and there is a Change Color Drop down in the Design Contextual Tab. Both have the same color palettes. There are two categories colors here: Colorful and Monochromatic. Monochromatic colors are the same color but in difference Accents. Colorful colors are the combination of different colors.

You can also change the layout of a chart. Click on the Quick Layout drop down in the Design tab. You will get total 12 layouts in the drop down list. Number of layouts will vary with the chart type. Move your mouse pointer over the layouts, the chart layout will show you the review immediately. At this existing layout, the legend is at the bottom of the chart area, when I select the Layout 1 option, you see the legend is now showing at the right side of the chart area. For the next layout, the legend is at the top of the chart, the other chart elements have also changed their positions. So this is how you can work with different type of layouts. You can create your own layout and own template; we shall discuss later how you can do that.

The next thing you can apply on a chart is: you can switch Row or Column. In this chart, the months are set along with the X axis, and the age groups are set along with the Y axis. So we read this chart in this way: in the month of January, the satisfaction level from the people who are under 30 is 42%, the satisfaction level from the people who are between age 30 and age 49 is 46% and the satisfaction from the people who are above age 50 is 75%. In the month of February, the satisfaction from different age group people is here. In the same way, you can find out the satisfaction of different age group people in different months. So to identify a date point in the chart, I am moving along the X axis at first, and then moving along the Y axis. You can change this row and column setup. Just click on the Switch Row or Column command. You see now, along the X axis you get the age groups: below 30, within 30 to 49 and 50+. And along the Y axis, you get the months in different colors. You can easily understand that interpreting this chart is not so easy. So I click again on the Switch Row/ Column command. We get back our previous chart.

At some point, you might want that you want to change the Chart type. You can change chart type in two ways. You can click on the Change Chart Type command in the Design contextual tab. Or right click anywhere on the chart and select the “Change Chart Type” option. In both case, “Change Chart Type” dialog box appears with the All Charts tab activated. All the Chart types are here. You can use any of them that meets your purpose. Or you can work with the “Recommended Charts” tab. You know how to work with Recommended Charts.

Now we shall discuss how you can create a chart using Keyboard Shortcut. To create a chart in the same worksheet, use keyboard shortcut ALT + F1. And if you want to create chart in a Chart Sheet, then use only the F11 key. Using keyboard shortcut, you can create only default Excel chart. Default Excel chart is the Clustered Column Chart. But you can set any chart type as your default chart. Okay, I select the data, press F11 key in the keyboard. You see a new Chart sheet has been created and the chart is inserted into the Chart Sheet. To view the chart properly in the Chart Sheet, you can zoom in or zoom out the chart sheet size. To move the chart in a worksheet, right click anywhere within the chart area, a menu appears, select Move Chart option, Move Chart dialog box appears, select Object in Radio button and select the Sheet1, only one sheet is available in the list as there is only one worksheet in this workbook. Click OK. The Chart is moved to the worksheet and the Chart Sheet is vanished from the Tab list. To change the Default Chart in Excel, open the Insert Chart Dialog box, in the All Charts Tab, you see Clustered Column chart is selected. Right click on this chart, you see, an option appears with text: “Set as Default Chart” and there is a tick mark on the left of the text. So this chart is selected. Now click on Line Chart and right click on the Line with Markers chart. And select Set As Default Chart. So this Line With Markers is set as the Default Chart Type. Click OK. You see the chart is turned into a Line with Markers chart type.

Let’s now create another chart using keyboard shortcut. I select any cell within the data range and press ALT + F1 in the keyboard. You see a Line chart is created with markers. This time Chart is Line chart as we have changed the default chart type. To move this chart to a chart sheet, just right click anywhere on the chart area, click on the Move chart option, and click on New sheet, you can use a customized name, I name it as “Custom Chart”. Click Ok. You see a new chart sheet is created with name: “Custom Chart”. And the chart is showing in the chart sheet. So this is how you can create and customize Excel charts. You will get more discussion on Chart Customization in our upcoming lectures.

Creating a Combination Chart in Excel & Introducing with Chart Elements

In this video lecture,

  • You will learn how to create a Combo Chart.
  • And then you will be introduced with the different parts of a chart.

Click here to read the transcript of the above video!
Combo chart is not a unique type of chart. Combo comes from the word “Combination”. So Combo chart means the combination of two or more charts. The worksheet that you are looking has a small range of data. The data has three columns: Month, Sales Calls and Units Sold. I am going to make a combo chart using this data range. Then I shall introduce you with the different parts of Charts. At first, I select the whole data range, click on the Insert Tab, click on the Combo Chart drop down, a list appears. First one is the combination of Clustered column chart and Line chart, second one is the combination of Clustered Column chart and Line Chart on Second Axis and the third one is the combination of Stacked Area chart and Clustered Column Chart.

To create a customized combo chart, click on the “Create Custom Combo Chart” option. “Insert Chart” dialog box appears with “All Charts” Tab activated. Combo window is open. Custom Combination is selected in the window. These are the other three options of the Combo Charts that you have seen already. At the bottom of the window, you can select your preferred chart under “Chart Type” clicking on the drop downs. For the Sales Call, Clustered column chart is already selected. For Units Sold, I select the “Line with Markers” Chart Type. Look at the chart preview. You see, the chart is using a single Y axis.

So both Sales Calls and Units Sold data are sharing this single Y axis. But you see the data, Units Sold data are much smaller than the Sales Calls data. For this reason, you cannot clearly find out the relationship between Sales Calls data and Units Sold data from this chart. So let’s create another Y axis on the right side of the chart. I select Secondary Axis for the Units Sold. You can now easily find out the relationship between Sales Calls and Units Sold. Sales Calls is going, Units Sold is also going.

So, our Combo Chart is ready, click OK. The chart is inserted into the worksheet. I change the Chart Style to Style 5. I add some more elements using Chart Elements icon. I add Axis Title, Data Labels, and Data Table to the Chart. You can also add Error Bars and Trend Line to the chart. I will discuss about these two elements later. Click again on the Chart Elements icon, the list disappears. You can also add Chart Elements using this “Add Chart Elements” drop down in the Design contextual Tab.

I increase the chart size for your clear observation. I change the X axis title to Month, Left side Y axis title to Sales Calls, and right side Y Axis title to Units Sold. You can change also the Chart title: I change it to “Sales Calls vs. Units Sold”.

To be an expert in Excel chart, you have to have very clear idea about all the terms related to Excel Chart. When you move your mouse pointer over the chart, the name of the element of the chart appears in a little tool tip. This is Chart Area, blank spaces are Chart Area, this shaded zone is plot area, this is chart title, this is legend; this Legend has two entries. This is one is: Sales Calls Legend Entry, and this part is Units Sold Legend Entry. This is horizontal axis title, horizontal axis is also called Category axis, remember it very well.

This is vertical axis title, vertical axis is also called value axis, this is secondary vertical axis title, this is Data table, Jan Feb March April May June this zone is Horizontal axis. But if I hover my mouse pointer over Jan, Feb values, it shows Data Table, does not show Horizontal Axis. I deselect the Data Table option from the Chart Elements. I hover my mouse pointer over these categories, now it shows Horizontal or Category Axis. This is Vertical Axis, this one is Secondary Vertical axis. All the elements of a chart are listed in the Format contextual tab, in this drop down. Chart Area is by default selected.

I select Chart Title, Chart Title is selected, I select Horizontal Axis; Horizontal Axis is selected. I select Horizontal Axis Major Grid Lines, see these grid lines are selected. I select Horizontal Axis Title, Title is selected. I click on Series “Sales Calls”, you see Series Sales Calls columns are selected. When the Chart Element are selected, they can be formatted in your own way. Right now Series Sales Calls columns are selected. I fill these shapes using the Orange color, I use outline as Black, and use this Inside Center Shadow. The shapes has got a new look.

Just one more thing to discuss: when you move your mouse pointer over a data point, you see three things: at first the Series Name, for this case, the Series name is Units Sold, then the Point, Point is actually Category value, here Point is: June, then the Value. Value is actually the Y axis value of the Series. Here the value is 143. So this is a brief introduction with the chart elements. We shall discuss more about them in our next videos. So, Keep in Touch and Keep watching.

Using Chart Elements, Chart Styles and Chart Filters – New Tools in Excel 2013

In this video lecture:

  • You will work with the three icons that appear on the top-right corner when you select a chart. They are:
  • Chart Elements
  • Chart Styles
  • And Chart Filters
  • More or less you have worked with them in earlier videos, you will learn their uses in details in this video.

Click here to read the transcript of the above video!

In this worksheet you are seeing a combo chart. We created this Combo chart in our last video tutorial. Whenever you select a chart in Excel 2013, these three icons appears on the top right corner next to the chart. The icons are Chart Elements, Chart Styles and Chart Filters. Already we used these icons in some lectures. But in this video, we shall learn about them in details. Basically, you can use these three icons to format the chart. Click on the Chart Elements icon, this is a big plus sign. A list appears. You get all the chart elements related to your Chart Type in this list. You see, Axes, Chart Title, Grid Lines, and Legend are selected. Move your mouse pointer over the Elements, you will get the preview of the Elements in the chart.

To get more options on Axes Element, move your mouse pointer over the Axes Element. You see a little triangle appears on the right side of the Axes text. Click on the little triangle. There are four options in the list: three of them are selected. They are Primary Horizontal, this is primary horizontal, Primary Vertical, this is Primary Vertical, Secondary Vertical, this is Secondary Vertical, and Secondary Horizontal is not selected. This is Secondary Horizontal in the chart. Nothing is now showing here. Click on the option, you see, a secondary horizontal axis is placed in the chart. The data are the month values. There is another option in the list, More Options, when you click on More Options, Format Axis task pane appears. We shall discuss about Task Panes in details later. Now, just close the task pane.

The Next chart element is: Axes Titles. It is not selected. Move your mouse pointer over this element, you see, four axes titles are showing now in the chart. To set Axes titles in the chart, tick the option. To get more options on Axes Titles, click on the little triangle on the right side of the text.

The next element is the Chart Title. It is already showing in the chart. Click on the little triangle, you can set Chart Title above the Chart or you can set the Chart title as Centered and Overlaid.

The next one is: Data Labels, to set Data Labels, click on it. Click on the little triangle, you can place the Data Labels in Center position, or in Inside End, or Inside base, or Outside End, Inside End, Inside base and Outside End shows the same positions. Or you can use the data callout to show the Labels.

The next one is Data Table. You can show the data table with Legend Keys, or without Legend Keys. This blue rectangle and this red circle between lines are the legend keys. When you select No Legend Keys, the keys are not showing before the Legends.

The next one is Error bars. You see some vertical lines are added in the chart. You can display Error Bars in three ways: Standard Error, in Percentage or in Standard Deviation.

The next one is grid lines. Grid Lines Element is selected. These are the Grid Lines. Click on the little triangle, you can work with so many grid line options. Primary Major Horizontal and Primary major vertical grid lines are showing the chart. I deselect Major Vertical, major vertical lines disappear. I deselect Major Horizontal, Major Horizontal grid lines disappear. Click again on the Little arrow to disappear the list.

The next element is Legend. Legend is showing at the bottom of the chart. So in the drop down list, Bottom is already selected. You can place it on right, on top, or on Left. To work with more options, click on the More Options command, and “Format Legend” Task Pane appears.

The next element is the Trend line, click on it, “Add trend line” dialog box appears, I want to show the trend line for Units Sold series. Click OK, you see a trend line is added in the chart. By default, the trend line added is a linear type trend line. To add different type of trend lines, click on the little triangle, the list shows four options you can work with. Linear option adds a linear trend line, Exponential option adds an exponential type trend line. There are also Linear Forecast and “Two period Moving Average”. I click on Exponential, “Add Trend line” dialog box appears again, this time I select Sales Calls data series. This blue line is added as Exponential trend line. When you add trend lines, trend lines will show as Legends. Sales Calls Data Series and the Sales Calls Exponential Trend line have the same color: Blue. Units Sold Data Series and Units Sold have the same color: Red. This color combination makes it easy to observe the trend of a Data Series.

The next icon is a Painting Brush. It is “Chart Styles” option. Move your mouse pointer over the styles; you see the chart is changing immediately. To choose a style, you have to click on it. I click on Style 6. This dark background style is selected for the chart. Except Styles, you can also change the color pattern of the chart. Two types of color patterns are here: Colorful and Monochromatic. There are four types of default color patterns in Colorful. Color 1, Color 2, Color 3 and Color 4. To set a color pattern, just click on the pattern. In monochromatic, there are so many options. A monochromatic pattern has a base color, and then different accents.

The next icon is a Funnel. It is the Chart Filters icon. Click on it to expand the list. Chart Filters has two tabs: Values, and Names. Move your mouse pointer over the items in the Values tab, when I am on Sales Calls, you see only Sales Calls values are showing, other values are deemed. I am on Units Sold, only Units Sold values are showing in the Chart, other values are deemed. I move my mouse over Jan, only the January Column is displaying. I am now on Feb, Feb column is showing and so on. Say I want to show the values for the month of January and February, and for the Sales Calls series. I deselect Select All in Series section, and only select Sales Calls, then I deselect Select All in the Categories section, and then select Jan and Feb. Then finally click on Apply.

You see Sales Calls data for the Month of January and February is only showing in the chart. It is very easy to filter a chart in this way. Click now on the Names tab. You can also work with the Series and Categories name of the chart. I select None for Series and None for Categories, then click on Apply, you see Sales Calls is changed to “Series 1”, Units Sold is now “Series 2”; Series 2 is not visible now. Categories Jan Feb Mar April May June are changed to 1 2 3 4 5 6. So you see that using these three Icons how easily you can work with the Chart Elements. I shall discuss about the Task Panes in details later.

Resizing Moving Copying Deleting and Printing Charts in Excel

In this video lecture, you will learn how to:

  • Resize a chart
  • Move a chart from one location to another
  • In the same worksheet
  • From one worksheet to another
  • From one workbook to another
  • And even from a worksheet to a chart sheet.
  • You will also learn how to delete a chart
  • And how to Print only the chart, not the whole worksheet.

Click here to read the transcript of the above video!
In this video tutorial, we shall learn some techniques that you can use to Handle Excel Chart. We shall talk about how you can resize a chart. How you can move a chart from one location to another location in a worksheet. How you can move a chart from one worksheet to another worksheet or to a chart sheet, even you can move your chart from one workbook to another workbook.

We shall learn how you can copy charts, how you can delete charts, and how you can print the charts only, not the whole worksheet. Whatever modification you want to apply on a chart, at first you have to activate the chart. If the chart is embedded in the worksheet, you have to click on the chart to activate it. When the chart is activated, these three icons appear: Chart Elements, Chart Styles, and Chart Filters. Contextual tabs: Design and Format appear in the tab list, of them Design is by default activated. The data that makes the chart is highlighted. And 8 small square handles appear on the edges of the chart. Four square handles in four corners and other four square handles appear at the middle position of the Edges. These handles are used to resize the chart. Click anywhere outside the chart, you see, the chart is deactivated.

Let’s see how you can resize the chart. If your chart is an embedded chart, embedded chart means chart in the same worksheet, you can easily resize the chart using the Mouse Pointer. At first activate the chart, move your mouse pointer over the square handles, you see your mouse pointer turns into double headed little arrow. Click and drag to resize the chart. These two handles are used to increase or decrease the chart size horizontally, these two square handles are used to increase or decrease the chart size vertically. And using these corner square handles you can increase or decrease the chart size both horizontally and vertically. But you might want that you will define an exact size for you chart. You can do that. Just click on the Format contextual tab. In the Size Group of commands you will find these two spinner buttons: Shape Height and Shape Width. Clicking the Spinner buttons, you can increase the Shape height, you can decrease the Shape Height; you can increase the Shape width and decrease the Shape width. Or you can place value directly into the fields. Interesting thing is: you can’t resize the charts in the chart sheet. You see Shape height and Shape Width options are deemed in the Format tab. Even you cannot resize Chart Sheet Chart using the square handles. So to get the full view of the chart in the chart sheet, you have to zoom in or zoom out the whole chart sheet.

Let’ see now how you can move a chart from one location to another location in the same worksheet, from worksheet to chart sheet, from one worksheet to another worksheet, and even from one workbook to another workbook. In the same worksheet, moving chart is simple. Just activate the chart, hover your mouse pointer over the border of the chart and then click and drag the chart to a new location. You can also use Standard cut and Paste technique. The chart is activated, just click on the Cut command in the Home Ribbon, select a cell where you want to paste the chart, you can right click and paste, or you can press CTRL + V in your keyboard. The chart is pasted. Standard Copy Cut Paste technique is the only way to copy or cut a chart and then paste the chart in another worksheet or in another workbook.

I just Cut this chart, activate another worksheet, select a cell and paste the chart. In the same way, you can copy or cut a chart from one worksheet and then paste the chart in another workbook. Copy the chart, CTRL C, activate Dummy workbook, select a cell, and paste the chart. So simple. To move a chart from a worksheet to a chart sheet is also simple. Just activate the chart, on the Design Contextual Tab you see there is a command: Move Chart. Click on it. Move Chart dialog box appears, select New Sheet radio button, by default the name is Chart1, you can change the name. I change it to “ChartZone”, Click OK. You see a chart sheet named ChartZone is created and the chart is placed in the Chart Sheet. To move the chart to the worksheet again, click on the Move Chart command again, click on the “Object In” drop down and select the worksheet where you want to place the chart, I select Sheet1 and click OK, the chart is inserted again on the Sheet1 worksheet

Deleting chart is the easiest way. Just select the chart and press Delete key in the keyboard. If you have more than one charts, and want to delete all the Charts, select a chart, then press and hold CTRL key, and select all the charts one by one. Press Delete key in the keyboard. You see, the charts are deleted.

When you print a worksheet, you can print the Chart only, not the whole worksheet. Just activate the chart, click on the Print Preview, you see only the chart is ready to be printed, go back to the worksheet. Deselect the chart, no chart is now selected. Now go to Print preview, you see the data and the chart both are ready to be printed. So when you need to print the chart only of a worksheet, just activate the chart and then print.

Read More…

How to Make a Pie Chart in Excel (Ultimate Guide)

How to Make a Control Chart with Excel VBA!

Excel Charts with Dynamic Title and Legend Labels


Hello! Welcome to my Excel blog! It took me some time to be a fan of Excel. But now I am a die-hard fan of MS Excel. I learn new ways of doing things with Excel and share here. Not only how to guide on Excel, but you will get also topics on Finance, Statistics, Data Analysis, and BI. Stay tuned!

1 Comment
  1. Reply
    megna August 27, 2015 at 12:40 AM

    Can you please let me know, how do you created Transcript.

    Many Thanks in Advance
    Megna

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