Assignments Of Class 5: Inserting and Formatting Charts

Rashmi Mishra
personRashmi Mishra
September 10, 2024

Assignments Of Class 5

Inserting and Formatting Charts

Assignment 1: Basic Bar Chart

  • Objective: Practice inserting and formatting a basic bar chart.
  • Task:
    1. Open a new document and save it as Basic_Bar_Chart_Exercise.docx.
    2. Insert a Bar Chart with the following data:
      • Categories: Product A, Product B, Product C
      • Values: 5000, 8000, 6000
    3. Add a chart title: "Sales Comparison by Product".
    4. Format the chart with borders and shading.
    5. Save and submit the document.

Assignment 2: Simple Line Chart

  • Objective: Create and format a line chart.
  • Task:
    1. Open a new document and save it as Simple_Line_Chart_Exercise.docx.
    2. Insert a Line Chart with the following data:
      • Categories: January, February, March, April
      • Values: 2000, 3000, 2500, 3500
    3. Add a chart title: "Monthly Revenue Trends".
    4. Format the X-axis and Y-axis with appropriate titles and scales.
    5. Save and submit the document.

Intermediate Assignments

Assignment 3: Pie Chart with Data Labels

  • Objective: Create and format a pie chart with data labels.
  • Task:
    1. Open a new document and save it as Pie_Chart_Data_Labels_Exercise.docx.
    2. Insert a Pie Chart with the following data:
      • Categories: Marketing, Sales, Development, Support
      • Values: 25%, 35%, 20%, 20%
    3. Add a chart title: "Department Budget Allocation".
    4. Add data labels to the pie slices showing percentage values.
    5. Format the chart with different colors for each slice.
    6. Save and submit the document.

Assignment 4: Combination Chart

  • Objective: Create and format a combination chart (bar and line).
  • Task:
    1. Open a new document and save it as Combination_Chart_Exercise.docx.
    2. Insert a Combination Chart with both bar and line series:
      • Categories: Q1, Q2, Q3, Q4
      • Bar Series: Revenue (Values: 12000, 15000, 14000, 16000)
      • Line Series: Profit Margin (Values: 10%, 12%, 11%, 13%)
    3. Add a chart title: "Quarterly Revenue and Profit Margin".
    4. Format the chart with a legend, and adjust the line and bar colors for clarity.
    5. Save and submit the document.

Advanced Assignments

Assignment 5: Multi-Series Bar Chart

  • Objective: Create and format a bar chart with multiple data series.
  • Task:
    1. Open a new document and save it as Multi_Series_Bar_Chart_Exercise.docx.
    2. Insert a Bar Chart with the following data:
      • Categories: Region 1, Region 2, Region 3
      • Series 1: Sales 2023 (Values: 15000, 17000, 16000)
      • Series 2: Sales 2024 (Values: 18000, 20000, 19000)
    3. Add a chart title: "Sales Comparison by Region and Year".
    4. Add a legend and format the chart elements (e.g., axis titles, data labels).
    5. Save and submit the document.

Assignment 6: Financial Performance Dashboard

  • Objective: Create a comprehensive chart dashboard to visualize financial performance.
  • Task:
    1. Open a new document and save it as Financial_Performance_Dashboard.docx.
    2. Insert and format the following charts:
      • Bar Chart: Quarterly Revenue
      • Line Chart: Monthly Profit Trends
      • Pie Chart: Expense Breakdown
    3. Ensure all charts are properly labeled with titles, axis titles, and data labels where applicable.
    4. Arrange the charts in a visually appealing layout within the document.
    5. Save and submit the document.

Assignment 7:  Insert and Format a Sales Performance Chart

Objective:
Create and format a chart to visualize sales performance data, including adjusting chart elements for clarity and impact.


SOLUTIONS

Assignment 1: Basic Bar Chart in MS Word:

Step 1: Open a New Document

  1. Open Microsoft Word.
  2. Click on File > New to create a new blank document.
  3. Save the document as Basic_Bar_Chart_Exercise.docx:
    • Click on File > Save As.
    • Name the document Basic_Bar_Chart_Exercise and choose a save location.
    • Click Save.

Step 2: Insert a Bar Chart

  1. Go to the Insert tab in the toolbar.
  2. Click on Chart in the Illustrations group.
  3. In the Insert Chart dialog box, select Bar from the left menu.
  4. Choose a Clustered Bar chart type (or the default bar chart type).
  5. Click OK.

Step 3: Enter the Data

  1. After inserting the chart, an Excel sheet should open with sample data.
  2. Replace the sample data with the following:
    • Categories: Type Product A, Product B, and Product C in the first column.
    • Values: Enter the values 5000, 8000, and 6000 in the next column.
  3. Close the Excel sheet. The chart in your Word document should now display the updated data.

Step 4: Add a Chart Title

  1. Click on the chart to activate the Chart Tools options.
  2. Go to the Chart Design tab.
  3. Click on Add Chart Element > Chart Title > Above Chart.
  4. The default chart title will appear. Click on it and type: Sales Comparison by Product.

Step 5: Format the Chart with Borders and Shading

  1. Select the chart by clicking on its border.
  2. In the Chart Tools Format tab, click on Shape Outline in the Shape Styles group.
    • Choose a border color (e.g., black) from the color options.
  3. To add shading:
    • Click on Shape Fill in the Shape Styles group.
    • Choose a color for the background of the chart area or the plot area for shading.

Step 6: Save the Document

  1. Press Ctrl + S or go to File > Save to save the final version of your document.

Your Basic_Bar_Chart_Exercise.docx document is now complete.

Assignment 2: Simple Line Chart in MS Word:

Step 1: Open a New Document

  1. Open Microsoft Word.
  2. Go to File > New to create a blank document.
  3. Save the document as Simple_Line_Chart_Exercise.docx:
    • Go to File > Save As.
    • Name the document Simple_Line_Chart_Exercise and select the save location.
    • Click Save.

Step 2: Insert a Line Chart

  1. Go to the Insert tab on the toolbar.
  2. Click on Chart in the Illustrations group.
  3. In the Insert Chart dialog box, select Line from the options on the left.
  4. Choose the Line with Markers chart type (or the default line chart type).
  5. Click OK.

Step 3: Enter the Data

  1. An Excel sheet with sample data should open.
  2. Replace the sample data with the following:
    • Categories: Type January, February, March, and April in the first column.
    • Values: Enter 2000, 3000, 2500, and 3500 in the next column.
  3. Close the Excel sheet. The chart in your Word document will now reflect the new data.

Step 4: Add a Chart Title

  1. Click on the chart to activate the Chart Tools options.
  2. Go to the Chart Design tab.
  3. Click on Add Chart Element > Chart Title > Above Chart.
  4. Click on the default title text, then type Monthly Revenue Trends.

Step 5: Format the X-Axis and Y-Axis

  1. Format the X-Axis (Categories):
    • Click on the X-axis to select it.
    • Right-click and choose Format Axis.
    • In the Format Axis pane, set the axis properties if needed (e.g., adjust interval, text alignment).
  2. Format the Y-Axis (Values):
    • Click on the Y-axis to select it.
    • Right-click and choose Format Axis.
    • Adjust the scale settings, such as Minimum and Maximum values, to appropriately fit the data (for example, Minimum: 2000, Maximum: 4000).
    • Add a title to the Y-axis:
      • Go to Chart Design > Add Chart Element > Axis Titles > Primary Vertical.
      • Type in an appropriate title, such as Revenue.
  3. Add a title to the X-axis:
    • Go to Chart Design > Add Chart Element > Axis Titles > Primary Horizontal.
    • Type in Months.

Step 6: Save the Document

  1. Press Ctrl + S or go to File > Save to save the final version.

Your Simple_Line_Chart_Exercise.docx document is now complete. 

Assignment 3: Pie Chart with Data Labels in MS Word:

Step 1: Open a New Document

  1. Open Microsoft Word.
  2. Go to File > New to create a blank document.
  3. Save the document as Pie_Chart_Data_Labels_Exercise.docx:
    • Go to File > Save As.
    • Name the document Pie_Chart_Data_Labels_Exercise and choose a save location.
    • Click Save.

Step 2: Insert a Pie Chart

  1. Go to the Insert tab in the toolbar.
  2. Click on Chart in the Illustrations group.
  3. In the Insert Chart dialog box, select Pie from the left side menu.
  4. Choose the Pie chart type (or another pie chart style if desired).
  5. Click OK.

Step 3: Enter the Data

  1. An Excel sheet with sample data will open automatically.
  2. Replace the sample data with the following:
    • Categories: Enter Marketing, Sales, Development, and Support in the first column.
    • Values: Enter 25, 35, 20, and 20 in the second column (for percentage values, enter them as whole numbers; Excel will handle them correctly in the pie chart).
  3. Close the Excel sheet. The chart in your Word document will now display the updated data.

Step 4: Add a Chart Title

  1. Click on the chart to activate the Chart Tools options.
  2. Go to the Chart Design tab.
  3. Click on Add Chart Element > Chart Title > Above Chart.
  4. Click on the default chart title and type: Department Budget Allocation.

Step 5: Add Data Labels

  1. While the chart is selected, go to the Chart Design tab.
  2. Click on Add Chart Element > Data Labels > Best Fit (or select another placement option as desired).
  3. Data labels showing percentage values will now appear on each slice of the pie chart.

Step 6: Format the Chart with Different Colors for Each Slice

  1. Click on any slice in the chart to select all the slices.
  2. Then, click on each individual slice one at a time, right-click, and choose Format Data Point.
  3. In the Format Data Point pane, click on Fill & Line (paint bucket icon) and select Fill.
  4. Choose a different color for each slice to visually distinguish the categories.

Step 7: Save the Document

  1. Press Ctrl + S or go to File > Save to save your document with the latest changes.

Your Pie_Chart_Data_Labels_Exercise.docx document is now complete .

Assignment 4: Combination Chart in MS Word:

Step 1: Open a New Document

  1. Open Microsoft Word.
  2. Go to File > New to create a blank document.
  3. Save the document as Combination_Chart_Exercise.docx:
    • Go to File > Save As.
    • Name the document Combination_Chart_Exercise and choose a location.
    • Click Save.

Step 2: Insert a Combination Chart

  1. Go to the Insert tab in the toolbar.
  2. Click on Chart in the Illustrations group.
  3. In the Insert Chart dialog box, select Combo from the chart type options on the left.
  4. Choose the Clustered Column - Line combination (or another combination of bar and line if available).
  5. Click OK.

Step 3: Enter the Data

  1. An Excel sheet with sample data should open.
  2. Replace the sample data with the following:
    • Categories (X-Axis): Type Q1, Q2, Q3, and Q4 in the first column.
    • Bar Series (Revenue): In the second column, enter 12000, 15000, 14000, and 16000.
    • Line Series (Profit Margin): In the third column, enter 10, 12, 11, and 13 (Excel will format this appropriately as percentages).
  3. Close the Excel sheet. The chart in your Word document will now display the updated data.

Step 4: Add a Chart Title

  1. Click on the chart to activate the Chart Tools options.
  2. Go to the Chart Design tab.
  3. Click on Add Chart Element > Chart Title > Above Chart.
  4. Click on the title and type: Quarterly Revenue and Profit Margin.

Step 5: Format the Chart with a Legend

  1. Go to Chart Design > Add Chart Element > Legend > Bottom (or choose another position if preferred).
    • This will display a legend showing the categories for both Revenue (Bar) and Profit Margin (Line).

Step 6: Format the Line and Bar Colors

  1. Change Bar Series (Revenue) Color:
    • Click on any bar in the chart to select the entire bar series.
    • Right-click and select Format Data Series.
    • In the Format Data Series pane, click on Fill & Line (paint bucket icon).
    • Choose a color for the bars that enhances visibility.
  2. Change Line Series (Profit Margin) Color:
    • Click on the line to select it.
    • Right-click and choose Format Data Series.
    • In the Format Data Series pane, go to Line and select a color that contrasts with the bar color.

Step 7: Save the Document

  1. Press Ctrl + S or go to File > Save to save your document.

Your Combination_Chart_Exercise.docx document is now complete and ready to be submitted.

Assignment 5: Multi-Series Bar Chart in MS Word:

Step 1: Open a New Document

  1. Open Microsoft Word.
  2. Go to File > New to create a blank document.
  3. Save the document as Multi_Series_Bar_Chart_Exercise.docx:
    • Go to File > Save As.
    • Name the document Multi_Series_Bar_Chart_Exercise and choose a location.
    • Click Save.

Step 2: Insert a Multi-Series Bar Chart

  1. Go to the Insert tab in the toolbar.
  2. Click on Chart in the Illustrations group.
  3. In the Insert Chart dialog box, select Bar from the left side menu.
  4. Choose the Clustered Bar chart type (this format is ideal for comparing multiple series side-by-side).
  5. Click OK.

Step 3: Enter the Data

  1. An Excel sheet with sample data should open.
  2. Replace the sample data with the following values:
    • Categories (X-Axis): Type Region 1, Region 2, and Region 3 in the first column.
    • Series 1 (Sales 2023): In the second column, enter 15000, 17000, and 16000.
    • Series 2 (Sales 2024): In the third column, enter 18000, 20000, and 19000.
  3. Close the Excel sheet. The chart in your Word document will now display the updated data.

Step 4: Add a Chart Title

  1. Click on the chart to activate the Chart Tools options.
  2. Go to the Chart Design tab.
  3. Click on Add Chart Element > Chart Title > Above Chart.
  4. Click on the title and type: Sales Comparison by Region and Year.

Step 5: Add a Legend

  1. Go to Chart Design > Add Chart Element > Legend > Bottom (or choose another position if you prefer).
    • This will display a legend to help identify Sales 2023 and Sales 2024 data.

Step 6: Format Chart Elements

  1. Add Axis Titles:
    • Go to Chart Design > Add Chart Element > Axis Titles.
    • Select Primary Horizontal and enter Regions as the title for the X-axis.
    • Select Primary Vertical and enter Sales ($) as the title for the Y-axis.
  2. Add Data Labels:
    • While the chart is selected, go to Chart Design > Add Chart Element > Data Labels > Outside End (or select a different label position as desired).
    • Data labels will now appear on each bar, showing the exact values for clarity.
  3. Customize Bar Colors:
    • Click on one series of bars (e.g., Sales 2023) to select all bars in that series.
    • Right-click and choose Format Data Series.
    • In the Format Data Series pane, go to Fill & Line (paint bucket icon) and choose a color for that series.
    • Repeat for the other series, selecting a contrasting color.

Step 7: Save the Document

  1. Press Ctrl + S or go to File > Save to save your document.

Your Multi_Series_Bar_Chart_Exercise.docx document is now complete and ready to be submitted.

Assignment 6: Financial Performance Dashboard

    solution for creating the Financial Performance Dashboard in MS Word:

    Step 1: Open a New Document

    1. Open Microsoft Word.
    2. Go to File > New to create a blank document.
    3. Save the document as Financial_Performance_Dashboard.docx:
      • Go to File > Save As.
      • Name the document Financial_Performance_Dashboard and choose a location.
      • Click Save.

    Step 2: Insert a Bar Chart for Quarterly Revenue

    1. Go to the Insert tab.
    2. Click on Chart in the Illustrations group.
    3. In the Insert Chart dialog box, select Bar from the chart options on the left.
    4. Choose Clustered Bar or Stacked Bar based on preference.
    5. Click OK.

    Enter the Quarterly Revenue Data

    1. An Excel sheet will open with sample data.
    2. Replace the sample data with your quarterly revenue data:
      • Categories (X-Axis): Q1, Q2, Q3, Q4.
      • Values (Y-Axis): Enter the revenue values for each quarter (e.g., 50000, 60000, 70000, 80000).
    3. Close the Excel sheet. The updated chart will appear in the Word document.

    Add Titles and Labels

    1. Click on the chart to activate the Chart Tools.
    2. Go to Chart Design > Add Chart Element > Chart Title > Above Chart and type Quarterly Revenue.
    3. Add axis titles:
      • Go to Add Chart Element > Axis Titles > Primary Horizontal and enter Quarters.
      • For Primary Vertical, enter Revenue ($).

    Step 3: Insert a Line Chart for Monthly Profit Trends

    1. Go to Insert > Chart.
    2. Select Line from the chart type options.
    3. Choose a Simple Line Chart and click OK.

    Enter the Monthly Profit Data

    1. The Excel sheet will open again with sample data.
    2. Replace the sample data with monthly profit data:
      • Categories (X-Axis): January, February, March, etc.
      • Values (Y-Axis): Enter profit values for each month (e.g., 5000, 7000, 6000, 8000).
    3. Close the Excel sheet to update the chart in Word.

    Add Titles and Labels

    1. Add a chart title by going to Chart Design > Add Chart Element > Chart Title > Above Chart and entering Monthly Profit Trends.
    2. Add axis titles:
      • Go to Add Chart Element > Axis Titles > Primary Horizontal and enter Months.
      • For Primary Vertical, enter Profit ($).

    Step 4: Insert a Pie Chart for Expense Breakdown

    1. Go to Insert > Chart.
    2. Select Pie from the chart options.
    3. Choose a Simple Pie Chart and click OK.

    Enter the Expense Breakdown Data

    1. In the Excel sheet, replace the sample data with the expense categories:
      • Categories: Marketing, Operations, Salaries, Miscellaneous.
      • Values: Enter each category’s expense percentage or amount (e.g., 25, 30, 20, 25).
    2. Close the Excel sheet to reflect the updated data in Word.

    Add Chart Title and Data Labels

    1. Add a chart title by selecting Chart Design > Add Chart Element > Chart Title > Above Chart and entering Expense Breakdown.
    2. Add data labels by going to Chart Design > Add Chart Element > Data Labels > Best Fit or Outside End to display category names and values on each slice.

    Step 5: Arrange the Charts in a Dashboard Layout

    1. Click on each chart to move and resize it as needed.
    2. Arrange the charts:
      • Bar Chart (Quarterly Revenue): Position at the top or left side.
      • Line Chart (Monthly Profit Trends): Position next to the bar chart or directly below it.
      • Pie Chart (Expense Breakdown): Place beside or below the other two charts to create a balanced layout.
    3. Ensure the charts are evenly spaced and aligned for a clean, professional look.

    Step 6: Final Formatting and Save the Document

    1. Check that all chart titles, axis titles, and data labels are clear and easy to read.
    2. Adjust colors, fonts, or chart styles if desired for visual appeal.
    3. Save the document by pressing Ctrl + S or by going to File > Save.

    These assignments will help you practice creating and formatting different types of charts, allowing you to present data effectively and enhance the visual appeal of your reports.

    Assignment 7:  Insert and Format a Sales Performance Chart

    Objective:
    Create and format a chart to visualize sales performance data, including adjusting chart elements for clarity and impact.

    Instructions:

    1. Open a New Document:
      • Launch MS Word and open a new blank document.
      • Save the document as Sales_Performance_Chart_Exercise.docx.
    2. Insert a Sales Performance Chart:
      • Place Your Cursor:
        • Click where you want the chart to appear in your document.
      • Insert Chart:

    1. Go to the Insert tab on the Ribbon.

    2. Click on the Chart button in the Illustrations group.

    3. The Insert Chart dialog box will appear.

    4. Choose Bar Chart from the list of chart types.

    5. Select the specific style (e.g., Clustered Bar) and click OK.

      • Enter Data:
        • An Excel-like spreadsheet will open. Enter the following sample data:

    | Month       | Sales (in $) |

    |-------------|--------------|

    | January     | 10,000       |

    | February    | 12,000       |

    | March       | 15,000       |

    | April       | 14,000       |

    | May         | 16,000       |

    §  Close the spreadsheet after entering the data. The chart in your document will update automatically.

    1. Format the Chart:
      • Chart Title:

    1.    Click on the Chart Title placeholder.

    2.    Enter a descriptive title: "Sales Performance for Q1 2024".

    3.    Use the Chart Tools Format tab to adjust the font style, size, and color of the title.

      • Axis Titles:

    1.    Click on the chart to select it.

    2.    Go to the Chart Tools Design tab.

    3.    Click on Add Chart Element > Axis Titles and add titles for the X-axis and Y-axis.

    4.    Label the X-axis as "Month" and the Y-axis as "Sales ($)".

      • Data Labels:

    1.    Click on the chart to select it.

    2.    Go to the Chart Tools Design tab.

    3.    Click on Add Chart Element > Data Labels.

    4.    Choose a position for the data labels (e.g., Outside End).

      • Chart Formatting:

    1.    Click on the chart to select it.

    2.    Use the Chart Tools Format tab to adjust the color of the bars, add borders, and apply shading.

    3.    Format the axis scales and intervals if necessary, by right-clicking on the axis and selecting Format Axis.

    1. Proofread and Finalize:
      • Review the chart to ensure that all elements are correctly formatted and that the data is accurately represented.
      • Check for any alignment or formatting issues and adjust as needed.
    2. Save and Submit:
      • Save the document again to preserve your changes.
      • Submit the file as directed by your instructor or as required.

    Expected Outcome:

    By completing this exercise, you will be able to create and format a sales performance chart that clearly visualizes data trends and provides useful insights. This exercise will help you enhance your skills in presenting data effectively in professional documents.

     

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