IT PROJECT

ON

FORMATTING CHART IN MS EXCEL

RR GROUP OF INSTITUTION
AFFILATED TO

Session (2023-24)

Subject Name-IT SKILLS - 2

Subject Code-KMBN251

A Project on Formatting Charts

In MS Excel

SUBMITTED TO: SUBMITTED BY;

Mrs. Shikha Singh VISHAL VERMA
Asst. Professor MBA 2nd Sem.
Dept. of Computer Science and Eng. Roll no. 2303610700066

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 DECLARATION

I VISHAL VERMA students of MBA 2nd semester has carried out

research on the topic “CREATING AND FARMETING
CHARTS IN MS EXCEL” under guidance of Mrs. SHIKHA
SINGH. It is my original work and has not been copied from
anywhere. All the facts provided are true to the best of my
knowledge and belief.

Name:VISHAL VERMA

MBA 1st Year

Date: ___________________________

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 R.R. INSTITUTE OF MODERN TECHNOLOGY
(Approved by AICTE, New Delhi & Affiliated to

AKTU, Lucknow)

Nh-24, Bakshi Ka Talab, Sitapur Road, Lucknow-227202.

Ph:9161888853, 9756008853, Website: www.rrimt.ac.in

Date:

CERTIFICATE

This is to certify that VISHAL VERMA Student of MBA 2nd

Semester (Session 2023-2024) has successfully completed her IT
SKILLS– 2 (KMBN251) titled “CREATING AND
FARMETING CHARTS IN MS EXCEL”. The work is original
and carried out under the guidance & Supervision. We wish her all
the success and good luck for bright future.

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 ACKNOWLEDGEMENT

I would like to express my special thanks of gratitude to Mrs. Shikha Singh

(Asst. professor of Computer Science and Eng.), who gave me the golden
opportunity to do this wonderful project. Who also helped me in completing
my project. I came to know about so many new things. Secondly, I would
like to like to thanks my parents and friends who helped me a lot in
finalizing this project within the limited time limited time frames.

LAXMI YADAV

INDEX
SR. NO. CONTENT PAGE NO.
1. INTRODUCTION 6-8

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2. HISTORY 9-10
3. PRE EXCEL-SPREADSHEET 11
PROGRAMS
4. CREATING AND FOMATTING 12-17
CHART
5. WORKING WITH CHART 18-19
6. CREATE A BASIC EXCEL 20-21
COLUMN CHART
7. REPLACE THE BASIC CHART 22
TITLE
8. SELECT DIFFERENT PART OF 23
CHART
9. CHANGE THE CHART STYLE 24
10. CHANGE THE CHART DESIGN 25
11. CHANGE COLUMN COLORS 26
12. CHANGE THE CHART’S 27
BACKGROUND COLOR
13. CHANGE THE CHART TEXT 28
COLOR
14. CHANGE THE FONT TYPE, SIZE, 29-30
AND EMPHASIS
15. CHANGE THE LEGEND AND 31
AXES TEXT
16. MOVE THE CHART TO A 32
SEPARATE SHEET
17. CONCLUSION 33
18. REFERENCE 34

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 INTRODUCTION

MS-EXCEL is a part of Microsoft Office suite software. It is an electronic

spreadsheet with numerous rows and columns, used for organizing data,
graphically representing data(s), and performing different calculations. It
consists of 1048576 rows and 16384 columns, a row and column together
make a cell. Each cell has an address defined by column name and row
number example A1, D2, etc. This is also known as a cell reference.

Microsoft Excel is a software application designed for creating tables to

input and organize data. It provides a user-friendly way to analyse and
work with data. The image below provides a visual representation of what
an Excel spreadsheet typically appears like

Microsoft Excel, commonly referred to as MS Excel, is a powerful

spreadsheet application developed by Microsoft. Introduced in 1985 for the
Macintosh and later for Windows in 1987, Excel has since become an
integral tool in various industries, aiding in data management, analysis, and

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visualization. Its versatile nature and robust features have made it the
preferred choice for both personal and professional use.

At its core, MS Excel operates as a grid of cells organized into rows and
columns. Each cell can store data such as text, numbers, or formulas,
allowing users to perform a wide array of tasks from simple calculations to
complex data analysis. The application supports various data types and
offers numerous built-in functions to manipulate and analyse data
efficiently. These features make Excel indispensable for tasks like
budgeting, forecasting, statistical analysis, and more.

One of Excel's standout features is its ability to create dynamic charts and
graphs, transforming raw data into visual representations that are easy to
understand and interpret. Users can customize these visualizations
extensively, tailoring them to meet specific presentation needs.
Additionally, Excel's pivot tables provide a powerful way to summarize and
analyse large datasets, offering insights that might be difficult to glean from
raw data alone.

Excel also supports automation through its macro programming language,

Visual Basic for Applications (VBA). With VBA, users can automate
repetitive tasks, create custom functions, and even develop complex
applications within Excel. This level of customization and automation
enhances productivity and allows users to handle more sophisticated data
processing tasks.

Another key aspect of Excel is its compatibility and integration with other
Microsoft Office applications and third-party tools. Users can easily import

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data from sources like Access, SQL databases, and web pages, as well as
export Excel data to various formats. This interoperability ensures that
Excel fits seamlessly into different workflows and systems, enhancing its
utility across diverse environments.

Collaboration and sharing are also streamlined in Excel. With the advent of
cloud computing, Excel has evolved to include real-time co-authoring
through platforms like One Drive and SharePoint. Multiple users can work
on the same spreadsheet simultaneously, making collaboration more
efficient and reducing the potential for version control issues. Furthermore,
Excel's data protection features, such as password protection and
encryption, ensure that sensitive information remains secure.

Despite its extensive capabilities, Excel is designed with user-friendliness

in mind. The intuitive interface, combined with comprehensive help
resources and community support, makes it accessible to both novice and
advanced users. Microsoft's continuous updates and improvements to Excel
ensure that it remains relevant and capable of meeting the evolving needs of
its users.

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 HISTORY

Microsoft Excel, initially introduced in 1985, has evolved from a basic

spreadsheet tool to a complex business intelligence and data analytics tool.

 Excel's capabilities have grown with each version, introducing features

such as 3D charts, VBA for macros, PivotTables, and improvements in
interface and calculation functions.

 Excel continues to adapt to business needs and current technology

trends, with a focus on cloud-based computing and multi-user access to
large datasets for efficient data analysis and reporting.
 Noble Desktop offers a variety of Excel courses for beginners as well as
seasoned users, with in-person and live online options, ranging in
duration from three hours to two days and costing between $229 and
$1,099.
 The Excel Bootcamp by Noble Desktop offers a comprehensive
understanding of core Excel concepts and is available for in-person or
live online learning.

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 Salaries for various positions that require Excel proficiency can vary
widely, but investing in Excel training can potentially lead to a
competitive edge in the job market and higher earning potential.

10
 Pre-Excel Spreadsheet Programs

Microsoft Excel wasn’t the first application designed to help users manage
data on spreadsheets.

In 1978, Dan Bricklin was asked to perform analysis for a case study at
Harvard Business School, where he was a student. He was given two
options: complete this assignment by hand or use a cumbersome mainframe
program to do so. Bricklin believed there was a better way. He began to
imagine a classroom with an electronic blackboard, as well as electronic
chalk. By the fall of that year, he had succeeded in programming the initial
working prototype of his vision, VisiCalc. This application was able to
manipulate a matrix that consisted of 20 rows and five columns. VisiCalc
was the premiere e

lectronic spreadsheet program and was released for Apple II in 1978. It was
considered to be an instant success.

In 1980, SuperCalc was launched by Sorcim. This was one of the first
spreadsheet programs that could iteratively solve circular references. Then,
in 1982, Multiplan was released by Microsoft. It was intended for
computers that ran CP/M. A year later, Lotus 1-2-3 took the basics of
SuperCalc and added to them, introducing features such as graphing,
charting, and basic database operations.

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 Creating and Formatting Charts In Microsoft Excel

This document provides instructions for creating and formatting charts in

Microsoft Excel, which makes creating professional-looking charts easy.
The chart type, chart layout, and chart style are all within easy reach on the
Ribbon. You will have instant professional results every time you create a
chart. And as the data changes in the datasheet, the chart will automatically
update to reflect the changes.

Creating a Chart

1. To create a basic chart in Excel that you can modify and format later,
start by entering the data for the chart on a worksheet. It is important
to include titles in the datasheet so that Excel can create legends and
labels for the chart.

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2. Then simply select that data (including titles) and press F11. This
creates an instant column chart in a new tab, which can be customized
to meet your needs.

13
3. Or, instead of pressing F11, go to the Insert tab and select the type of
chart you would like to create.

4. This creates a chart embedded in the datasheet.

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Formatting a Chart

Once a chart has been created, there are a multitude of formatting options
that can be applied.

1. Select the chart. This activates the Chart Tools on the Ribbon.

2. Use the features vailable on the Design tab to;

a. Change the chart type.

b. Swap the rows and columns or adjust what data is charted. For example,
switching the columns and rows changes the look of the chart, even though
the raw data has not changed:

c. Apply a Chart Style.

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d. Move the chart (from the datasheet to its own tab or vice versa).

3. Use the features available on the Layout tab to:

a. Insert a picture, shape, or text box.

b. Adjust the labels, including moving the legend, editing titles, and adding
data labels (like values).

c. Adjust the axes and gridlines (for example, showing numbers on the axis
in millions or adding or removing gridlines).

d. Format the background.

e. Add trendlines to forecast future data or error bars to show potential error
amounts.

4. Use the features available on the Format tab to:

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a. Apply a style, fill, outline, or effect. (For example, to change the colour
of the bars.)

b. Apply and format WordArt.

c. Use the dropdown list in the Current Selection group to quickly adjust
which area of the chart you want to format.

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 Working with Charts

1. Keep in mind that as data changes in the worksheet, the chart will
automatically update.

2. You may want to name the tabs at the bottom of the workbook to ease in
navigation.

a. To rename a tab, double-click its name.

b. Or right-click and choose Rename.

c. You can also right-click and choose Tab Colour to change the colour of
the tabs.

3. There may be times when you want to chart summary data rather than
individual instances. For example, you may want to chart total expenditures
for each quarter as opposed to each monthly expenditure.

a. Use formulas to create the summary data.

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b. Use the CTRL button on the keyboard to select non-adjacent data.
Remember to select titles so that Excel can appropriately label the chart.

Create a Basic Excel Column Chart

Entering the needed data into your spreadsheet is the first step in creating a
chart. Begin by setting up a spreadsheet with your data, making sure to
create a column for each category.

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In the above example, the columns contain categories for Chocolate,
Lemon, and Oatmeal cookies.

The steps below create a basic column chart. This is a plain, unformatted
chart that displays your data, a basic legend, and a default chart title.

1. Highlight the range of cells that contain your data.

2. Select Insert.
3. In the Charts group, select the Insert Column or Bar Chart to open a
list of available chart types.
4. Hover over a chart type to read a description of the chart and see a
preview of how the chart will look with your data.
5. In the 2-D Column section of the list, choose Clustered Column to add
this basic chart to the worksheet.

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 Replace the Basic Chart Title

The chart may not have all the information you need to make it meaningful.
Start by changing the chart title to something more descriptive.

Here's how to replace the chart title:

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 1. Select the default chart title. A box appears around the words Chart
Title.
2. Select the chart title a second time to put Excel in edit mode. This
places the cursor inside the title box.
3. Delete the default text using the Backspace key.
4. Enter a new title.

Select Different Parts of the Chart

There are many different parts to a chart in Excel. The plot area of a chart
contains the selected data series, the legend, and the chart title. All of these
parts are considered separate objects and each is formatted separately. You
tell Excel which part of the chart you want to format by selecting it.

A common mistake is selecting the plot area in the center of the chart
instead of selecting the entire chart. The easiest way to select the entire
chart is to select a blank area at the top left or right corner of the chart.

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 Change the Chart Style

When a chart is created in Excel, or whenever an existing chart is selected,

two additional tabs are added to the ribbon as shown in the image below.
These Chart Tools tabs, Design and Format, contain formatting and layout
options specifically for charts.

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These Chart Tools will be used in the following steps to format the column
chart.

Change the Chart Design

Chart styles are preset combinations of formatting options that can quickly
format a chart with a variety of colours, line styles, and artistic effects.

1. Select the chart background to select the entire chart.

2. Select Design.
3. Choose Style 3 in the Chart Styles group.
4. After the changes are made, the columns in the chart have short,
white, horizontal lines running through them. Also, the legend moves
to the top of the chart beneath the title.

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 Change Column Colours

If you want to use different column colours for your chart, change the
colours.

1. Select the chart background to select the entire chart, if necessary.

2. Select Design.
3. Select the Change Colours to open a list of colour choices.
4. Hover over each row of colours to see the option name. You'll also
see a preview of your colour choice in the chart.
5. Choose Colourful Palette, it is the third choice in the Colourful section
of the list.

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 6. After you make the selection, the column colours for each series
change to orange, yellow, and green. The white lines are still present
in each column.

Change the Chart's Background Colour

To make your chart stand out on the page, change the colour of the
background.

1. Select the chart background to select the entire chart and to display
the Chart Tool tabs.
2. Select Format.
3. Select Shape Fill to display a list of colour choices.

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 4. Choose Light Gary, Background 2 from the Theme Colours section of
the panel to change the chart's background colour to light grey.

Change the Chart Text Colour

Now that the background is grey, the default black text isn't very visible. To
improve the contrast between the two, change the colour of the text in the
chart.

1. Select the chart background to select the entire chart.

2. Select Format.
3. Select the Text Fill down arrow to open the Text Colours list.
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 4. Choose Green, Accent 6, Darker 50% from the Theme Colours section
of the list.
5. This changes the text in the title, axes, and legend to green.

Change the Font Type, Size, and Emphasis

Changing the text size and font can make it easier to read the legend, axes
names, and values in the chart. Bold formatting can also be added to the
text to make it stand out even more against the background.

The size of a font is measured in points and is often shortened to pt. 72 pt.
text is equal to one inch (2.5 cm) in size.

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Change the Look of the Title Text in a Chart

You may want to use a different font or font size for the title of your
column chart.

1. Select the chart title.

2. Select Home.
3. In the Font section, select the Font down arrow to open the list of
available fonts.
4. Scroll to find and choose Arial Black to change the title font.
5. In the Font Size box, set the title font size to 16 pt.
6. Select Bold to add bold formatting to the title.

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 Change the Legend and Axes Text

Other text areas in the chart can be formatted to fit your style. Change the
labels and the legend by changing the font style and size.

1. Select the X-axis (horizontal) label in the chart. A box surrounds the
Oatmeal, Lemon, and Chocolate label.
2. Use the steps above to change the title text. Set the axis label to 10 pt,
Arial, and Bold.
3. Select the Y-axis (vertical) label in the chart to select the currency
amounts on the left side of the chart.
4. Use the steps above to change the title text. Set the axis label to 10 pt,
Arial, and Bold.
5. Select the chart legend.
6. Use the steps above to change the title text. Set the legend text to 10
pt, Arial, and Bold.

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 Move the Chart to a Separate Sheet

Moving a chart to a separate sheet makes it easier to print the chart and it
can also relieve congestion in a large worksheet full of data.

1. Select the chart background to select the entire chart.

2. Select Design.
3. Select Move Chart to open the Move Chart dialog box.
4. Select New sheet and type a descriptive title for the new sheet.
5. Select OK to close the dialog box. The chart is now located on a
separate worksheet and the new name is visible on the sheet tab.

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 CONCLUSION
Excel provides a range of chart types such as bar, line, pie charts, and more,
making it versatile for various data representation needs. To create a chart,
select your data, click on the "Insert" tab, choose your desired chart type,
and Excel will generate a basic chart.

Formatting is crucial to enhance the chart's readability and aesthetic appeal.

You can modify colours, fonts, axis labels, titles, and gridlines to better
convey your message. Excel offers extensive customization options through
the "Chart Tools" menu, allowing you to adjust every aspect of the chart to
suit your preferences or your audience's expectations.

Charts in Excel are dynamic, meaning they update automatically when the
underlying data changes, saving time and ensuring accuracy. This feature

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makes Excel charts invaluable for presentations, reports, and data analysis
where clarity and precision are paramount. By mastering chart creation and
formatting in Excel, you can effectively communicate insights and trends
derived from your data, enhancing both understanding and decision-making
processes.

REFERENCE

 https://www.tutorialspoint.com/excel_charts/excel_charts_introductio
n.htm
 https://support.microsoft.com/en-us/office/create-a-chart-from-start-
to-finish-0baf399e-dd61-4e18-8a73-b3fd5d5680c2
 https://www.microsoft.com/en/microsoft-365/excel
 https://en.wikipedia.org/wiki/Microsoft_Excel
 https://www.excelhelp.com/the-history-of-microsoft-
excel/#:~:text=Microsoft%20Excel%20has%20been%20around,3%20
and%20the%20emerging%20QuatroPro.
 https://www.nobledesktop.com/classes-near-me/blog/history-of-
microsoft-excel

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