IT Tools Applications in Business)

AE 21
(IT Tools Applications in Business)
Lesson 4
Charts & Graphs
in Excel
Learning Objectives:
After studying this lesson, you should

be able to:
• Identify the most frequently used
types of charts
• Select the appropriate chart for an
application.
• Create a chart in Excel.
• Use chart options to color and
label the chart.
Types of Chart in Excel
How to make a Chart or Graph in Excel
1. Enter your data into Excel.

2. Select the Chart Type
3. Highlight your data and click 'Insert' your desired graph.
4. Switch the data on each axis, if necessary.
5. Adjust your data's layout and colors.
6. Change the size of your chart's legend and axis labels.
7. Change the Y-axis measurement options, if desired.
8. Reorder your data, if desired.
9. Title your graph.
10.Export your graph or chart.
Creating Chart or Graph In Excel
1. Enter your data into Excel

2. Select the Chart Type
3. Highlight your data and insert your desired graph into the spreadsheet.
4. Switch the data on each axis, if necessary.
 If you want to switch what appears on the X and Y axis, right-click on the bar graph,
click Select Data, and click Switch Row/Column. This will rearrange which axes carry
which pieces of data in the list shown below. When you're finished, click OK at the
bottom.
5. Adjust your data's layout and colors.
 To change the layout of the labelling and legend, click on the bar graph, then
click the Chart Design tab. Here, you can choose which layout you prefer for the
chart title, axis titles, and legend. In my example shown below, I clicked on the
option that displayed softer bar colors and legends below the chart.
6. Change the size of your chart's legend and axis labels.
7. Change the Y-axis measurement options, if desired.
8. Reorder your data, if desired.
To reorder your data, right-click on your graph and click Select Data to reveal the
same options window you called up in Step 3 above. This time, click the up and
down arrows, as shown below, to reverse the order of your data on the chart.
9. Title your graph.
To type the title, Click on your graph and go to the Layout Tab and click Chart
Title. You can type your desired title accordingly.
10. Export your graph or chart

Right click on chart and choose copy and paste it to the desired
location and save accordingly.
COMMON FORMULAS AND
FUNCTIONS IN EXCEL
IMPORTANT EXCEL FORMULAS & FUNCTIONS
1. Average Function
2. Sum Function
3. SumIf Function
4. Count Function
5. Counta Function
6. Countif Function
7. Concatenate Function
8. IF Function
9. Drop Dow List
10.V Look up
11.PIVOT Table
1. Average Function
The AVERAGE function in Excel is a statistical function and is one of the
most used functions in Excel. In the financial sector, it is mostly used
to calculate the average sales and the average revenue for a specific period
of time.
2. SUM Function
The SUM function adds values. You can add individual values, cell references or ranges
or a mix of all three.
For example:
=SUM(A2:A10) Adds the values in cells A2:10.
=SUM(A2:A10, C2:C10) Adds the values in cells A2:10, as well as cells C2:C10.
3. SUMIF Function
 SUMIF is a function in Excel which adds all the numbers in a range of
cells based on one criteria. It is a worksheet function.
4. COUNT Function
 The COUNT Function is an Excel Statistical function. This function helps
count the number of cells that contain a number.
5. COUNTA Function
COUNTA function is an important function under the group of
“count” functions. It counts all the non-empty cells. It counts any type of data
that includes: Numeric, Texts, Alphanumeric, Logical values, Error, Date/Time,
Empty Text String (“ “)and space in a cell.
6. COUNTIF Function
COUNTIF Function in Excel Countif function is the combination of
Count and If function where count function counts the cells as per the
criteria which have set in the Countif’s statement.
=COUNTIF(B5:B12,”=Jim”)
7. CONCATENATE Function
 The CONCATENATE function combines the text from multiple ranges and/or
strings, but it doesn't provide delimiter or Ignore Empty arguments.
CONCATENATE can join up to 30 text items together.
8. IF function
 The IF function is one of the most popular functions in Excel, and it allows
you to make logical comparisons between a value and what you expect.
So an IF statement can have two results. The first result is if your
comparison is True, the second if your comparison is False.
9. V LOOK UP FUNCTION
 VLOOKUP is an Excel function to get data from a table organized vertically.
Lookup values must appear in the first column of the table passed into
VLOOKUP. VLOOKUP supports approximate and exact matching,
and wildcards (* ?) for partial matches.
PIVOT TABLE
• Pivot tables are used to summarize, sort, reorganize, group, count,

total or average data stored in a database. It allows its users to
transform columns into rows and rows into columns. It allows grouping
by any data field. Pivot tables are the perfect solution when you need to
summarize and analyze large amounts of data.
• A PivotTable is an interactive way to quickly summarize large
amounts of data. A PivotTable is especially designed for:
1. Querying large amounts of data in many user-friendly ways.

2. Subtotalling and aggregating numeric data, summarizing data by
categories and subcategories, and creating custom calculations and
formulas.
3. Expanding and collapsing levels of data to focus your results, and
drilling down to details from the summary data for areas of
interest to you.
4. Moving rows to columns or columns to rows (or "pivoting") to see
different summaries of the source data.
5. Filtering, sorting, grouping, and conditionally formatting the most
useful and interesting subset of data enabling you to focus on just
the information you want.
6. Presenting concise, attractive, and annotated online or printed
reports.

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AE 21

(IT Tools Applications in Business)

After studying this lesson, you should

1. Enter your data into Excel.

1. Enter your data into Excel

10. Export your graph or chart

• Pivot tables are used to summarize, sort, reorganize, group, count,

1. Querying large amounts of data in many user-friendly ways.

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