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by: Daphney Kuhlman


Daphney Kuhlman
GPA 3.68


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About this Document

Class Notes
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This 4 page Class Notes was uploaded by Daphney Kuhlman on Saturday September 12, 2015. The Class Notes belongs to MIST 2090 at University of Georgia taught by Aronson in Fall. Since its upload, it has received 38 views. For similar materials see /class/202114/mist-2090-university-of-georgia in Management Information Systems at University of Georgia.

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Date Created: 09/12/15
Chagter 4 Charts Chart a visual representation of numerical data effective chart depicts data in a clear easy to interpret manner study the data you want to represent visually based on the data on which you want to focus decide which type of chart best represents data four common types column bar line and pie ensure that values in columns and rows are on the same value system labels are descriptive no blank rows or columns exist in the primary dataset Data point numeric value that describes a single value on a chart Data series group of related data points Category label text that describes a collection of data points in a chart Column chart displays data comparisons vertically in columns Chart area contains the entire chart and all of its elements Plot area contains a graphical representation of values in a data series Category axis provides descriptive group names for subdividing the data series Value axis displays incremental values to identify the values of the data series Single data series compares values for one set of data Multiple data series compares two or more sets of data in one chart Chart subtype variations such as clustered stacked and 100 stacked Clustered column chart groups or clusters similar data in columns to compare values across categories 9 side by side for easy comparison effective for comparing several data points among categories Stacked column chart places stacks of data in segments on top of each other in one column with each category in the data series represented by a different color displays only one column for each category compare total values across categories to display the individual category values must make sure that data is additive represents a sum of the data for each segment 100 stacked column chart places stacks data in one column per category with each column having the same height of 100 use when interested in comparing relative percentage contributions across categories rather than actual values across categories 3D chart adds a third dimension to each data series creating a distorted perspective of data Bar chart compares values across categories using horizontal bars preferable when category names are long subtypes clustered stacked 100 stacked 3 D cylinder cone or pyramid Line chart uses a line to connect data points in order to show trends over a period of time easily spot trends use line markers to have specific indicators Pie chart shows each data point in proportion to the whole data series as a slice in a circular pie each slice represents the total value of the data series imit to about seven slices 9 too many too hard to read exploded pie chart separates one or more pie slices from the rest of the pie chart Area chart emphasizes magnitude of changes over time by filling in the space between lines with a color uses continuous lines to connect data points area chart displays colors between the lines more distinguishable XY Scatter Chart relationship between two variables helps determine if a relationship exists between two different sets of numerical data Radar chart compares aggregate values of three or more variables represented on axes starting from the same point uses each category as a spoke radiating from the center point to the outer edges of the chart similar to a spider web 9 lines connect the data points between spokes Creating 3 Chart 1 Select Data Source identify the chart data range any descriptive labels you need and the series labels needed to create legend coumn bar line area doughnut row labels column labels and one or more data series pie row labels and only one data series but not column headings bubble three different data series XY Scatter two related numeric datasets 2 Select the Chart Type Excel inserts chart as an embedded object on current worksheet chart sheet contains a single chart and no spreadsheet data gtcontains a single chart only gtcannot entre data and formulas on a chart sheet 3 Position and Size the Chart Chart Design when displaying chart in a presentation select a style with a black background Sparkline miniature chart contained in a single cell Chart Layout chart elements chart area plot area data series horizontal axis vertical axis and legend Customizing Chart Labels Chart title label that describes the chart Axis titles label that describes either the category axis or the value axis when creating a multiple series chart the legend appears on the right side of the plot area remove legend if it duplicates data found elsewhere in the chart Data labels value or name ofa data point descriptive labels that show the exact value of the data points on the value axis default label contains setting displays values but you can display additional data such as category name Data table grid that contains the data source values and labels only add table with a chart to chart sheet if you need audience to know exact values Gridlines horizontal or vertical line that extends from the horizontal or vertical axis through the plot area Trendline line that depicts trends or helps forecast future data used in prediction such as to determine future trends of sales or success rates use trendlines in unstacked column bar line stock scatter and bubble charts Chapter 5 Datasets and Tables Freezing keeps rows andor columns visible as you scroll through a worksheet freeze panes keeps both rows and columns above and to the left of the active cell visible as you scroll through a worksheet freeze top row keeps only the top row visible as you scroll through a worksheet freeze first column keeps only the first column visible as you scroll through a worksheet Page break indicates where data starts on a new printed page blue dashed lines automatic page breaks occur solid blue lines manual page breaks Print area defines the range of data to print Print titles make sure every column and row contains descriptive labels on each page Print order the sequence in which pages print default topleft section bottom left top right bottom right Table area in the worksheet that contains rows and columns of related data formatted to enable data management and analysis Field an individual piece of data such as a last name Record complete set of data for an entity data for one person Table Structure enter field names on top row keep field names short descriptive and unique 9 no identical format field names so they stand out from data enter data for each record on row below the field names do not leave blank rows between records of between field names and the first record delete any blank columns between fields in the dataset make sure each record has something unique about it 9 transaction number or ID insert at least on blank row and one blank column between table and other data such as main titles input area or other tables 9 preferably separate worksheets Table style controls the fill color of the header row columns and records in a table specify bold and border lines header row displays header row field names when checked removes field names when not checked takes priority over column formats total row displays total row when selected priority over column formats first column applies a different format to the first column so row headings stand out priority over banded last column applies a different format to last column effective for aggregated data grand totals per row Priority over banded rows banded rowscolumns displays alternate fill colors for even and odd rows to help distinguish Sorting arranges records in a table by the value in fields within a table using multiple level sorts allows differentiation among records with the same data in the first primary sort 64 levels allowed Filtering process of displaying only records that meet specific conditions for ranges of dates or values CLICK ANDand then specify the comparison operator and value or date for the next condition row for text CLICK OR because one data entry contains either or not both at the same time represents number of characters wildcard for only single character Structured reference tag or use of a table element as a reference in a formula ceary indicate what type of data is used in calculations unqualified reference use of column headings without row references in a structured formula fully qualified reference structured formula that includes references such as table numbers when building within a table unqualified or fully qualified structured references table data in a formula outside fully qualified structured references Total row appears below the last row of a table to display summary statistics such as a sum Subtotal function calculates an aggregate for values in a range or database subtotals data or filtered records so you have an accurate total for the visible records Conditional formatting highlights or emphasizes cells that meet certain conditions point out data for specific date or duplicate values in a range highlight cells rules fill color font color or border if values are greater than less than between 2 values equal to a value or duplicate values text that contains particular characters or dates when a date meets a particular condition topbottom rules formats cells with values in the top 10 items top 10 bottom 10 items bottom 10 values above average or below average data bars applies gradient or solid fill bar in which the width of the bar represents the current cell s value compared to other cells values horizontal gradient or solid fill indicating the cell s relative value compared to other selected cells color scales formats different cells with different colors assigning one color to the lowest group of values and another color to the highest group of values with gradient colors to other values conditional format that displays a particular color based on the relative value of the cell contents to other selected cells icon set inserts an icon from an icon palette in each cell to indicate values compared to each other conditional format that displays an icon representing a value in the top third quarter or fifth based on values in the selected range to create a formulabased conditional formatting rule select the data and create a new rule manage rules Chapter 6 Subtotalsl PivotTablesI and PivotCharls Outline hierarchical structure of data Data tab Group arrow in Outline group select Auto Outline needs to contain a formula or an aggregate function such as SUM or SUBTOTAL outine buttons 1 collapse outline to display grand total only 2 display subtotals by category and grand total 3 displays entire list Grouping process of joining related rows or columns of related data tgether into a single entity enabes you to hide raw data while you focus on key calculated results Subtotaling must sort the data based on a categorical column with duplicate values PivotTable organized structure that summarizes large amounts of data data mining process of analyzing large volumes of data to identify patterns and trends easy to rearrange columns and rows must have wellstructured data source use meaningful headings ensure data accuracy and avoid blank rows and columns in dataset at least one column must have duplicate values same city state or department must have numeric values to produce quantitative summaries averages or sums areas 1 values displays summary statistics such as totals or averages 2 row labels organizes and groups data into categories on the left side of PivotTable each group name occupies a single row 3 column labels subdivides data into one or more additional categories to add depth to PivotTable 4 report lter filters aggregated data to display results based on particular conditions you set two types of filters group and report filters slicer window listing all items in a field and enables efficient filtering gtcommands 1 slicer enables you to change the slicer caption display the slicer setting dialog box for further customization and manage PivotTable connected to the slicer 2 slicer styles applies a style to the slicer by specifying the color of the filtered item in the slicer 4 arrange specifies placement in relation to other groups placing a slicer on top of other slicers 5 buttons defines how many columns are displayed in the slicer and height and width of each button inside the slicer 6 size sets the height and width of the slicer window Calculated field userdefined field that performs a calculation based on other fields in a PivotTable performing calculations on other original dataset values needs descriptive column heading for calculated field formulas Tota Book Sales l 9 10 royalty amount on total book sales can apply built in custom calculations that display relationships between values in rows and columns PivotChart graphical representation of data in a PivotTable 9 consolidated data visually


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