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Unformatted text preview: Session 4.1 'll Creating Charts Ajita already created a workbook in which she entered and formatted data that describes the New Century Fund. You'll begin by opening this workbook. To open Aiita's workbook: 1. Open the Fund workbook located in the Tutorial.O4\Tutorialfolder included with your Data Files, and then save the workbook as New Century Fund in the same folder. 2. In the Documentation sheet, enter your name in cell BJ and the date in ceII 84. 5. Review the contents of the workbook. Ajita's workbook contains the following four worksheets in addition to the Documen- tation sheet: . The Summary Report worksheet includes summary data and facts about the New Century Fund. . TheAssets wqrksheet lists the assets of the New Century Fund grouped by investment categories. o The Sector Weightings worksheet shows the economic sectors in which the New Century Fund invests. . The Performance History worksheet provides a table that shows how well the New Century Fund performed over the past 10 years compared to two similar funds. Ajita wants financial data from the Assets, Sector Weightings, and Performance History worksheets placed in the Summary Report worksheet as charts, or graphs. A chart, or graph, is a visual representation of a set of data. Charts show trends or relationships in data that are more difficult to see by simply looking at numbers, such as the range of months in which the New Century Fund performed exceptionally well. Figure 4-1 shows Ajita's sketch of how she wants the final Summary Report worksheet to look. In the summary report, she wants one chart that shows the performance of the New Century Fund compared to two similar funds, and she wants two charts that show how money in the New Century Fund is currently invested. The final Summary Report worksheet will be a single page that includes all of the information Ajita wants her cli- ents to see. summarv a a Select the data source with the range of data you want to chart. In the Charts group on the Insert tab, click a chart type, and then click a chart subtype in the Chart gallery. In the Location group on the Chart Tools Design tab, click the Move Chart button to place the chart in a chart sheet or embed it into a worksheet. Selecting a Data Source Each chart must have a data source. The data source is the range that contains the data you want to display in the chart. Each data source is a collection of one or more data series, where each data series is a range of values that is plotted as a single unit on the chart. Each data series has three components: the series name identifies the data series, the series values are the actual data displayed in the chad, and the category values are the groups or catego- ries that the series values belong to. After you select the data source, Excel determines the series name, series values, and category values based on that data source....
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This note was uploaded on 06/20/2011 for the course COM 363 taught by Professor ? during the Spring '10 term at Sam Houston State University.
- Spring '10