Creating Pie Chart and Line Chart for Blue Lake Sports Exam Practice

Blue Lake Sports has locations in several major cities and tracks sales by department in each store. For this project, you create a pie chart that shows each store’s share of golf-related sales for the first quarter. You also create a line chart to illustrate week-to-week sales for specific departments in one of the stores and insert sparklines in the data.

File Needed: BlueLakeSports-03.xlsx (Available from the Start File link.)

Skills Covered in This Project

• Create, size, and position a pie chart object.
• Apply a chart style.
• Change the chart type.
• Add and format chart elements.
• Create a line chart sheet.
• Apply a chart layout.
• Insert and format sparklines in a worksheet.

1. Open the BlueLakeSports-03 start file. If the workbook opens in Protected View, click the Enable Editing button so you can modify it. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.
2. Create a pie chart object.
   1. Select the Revenue by Department sheet, select cells A4:F4, press Ctrl, and select cells A13:F13.
   2. Click the Recommended Charts button [Insert tab, Charts group].
   3. Choose Pie and click OK.
3. Apply a chart style.
   1. Select the chart object.
   2. Click the More button [Chart Tools Design tab, Chart Styles group].
   3. Select Style 12.
4. Size and position a chart object.
   1. Point to the chart object border to display the move pointer.
   2. Drag the chart object so its top-left corner is at cell A21.
   3. Point to the bottom right selection handle to display the resize arrow.
   4. Drag the pointer to cell G36.
5. Change the chart type.
   1. Select the pie chart object and click the Change Chart Type button [Chart Tools Design tab, Type group].
   2. Select the All Charts tab and choose Pie in the left pane.
   3. Choose 3-D Pie and click OK.
6. Format pie chart elements.
   1. Double-click the pie to open its Format Data Series task pane.
   2. Click the Atlanta slice to update the pane to the Format Data Point task pane. (Rest the pointer on a slice to see its identifying ScreenTip. )
   3. Click the Series Options button in the Format Data Series task pane.
   4. Set the pie explosion percentage at 10%.
   5. Close the task pane.
   6. Click the chart object border to deselect the Atlanta slice.
7. Add and format chart elements in a pie chart.
   1. Click the Chart Elements button in the top-right corner of the chart.
   2. Select the Data Labels box.
   3. Click the Data Labels arrow to open its submenu and choose More Options.
   4. If necessary, click the Label Options button In the Format Data Labels pane.
   5. If necessary, click Label Options to expand the group.
   6. Select the Percentage box.
   7. Deselect the Value box (Figure 3-66).Figure 3-66 Format Data task pane for data labels
   8. Press Ctrl+B to apply bold.
   9. Change the font size to 12 pt [Home tab, Font group].
   10. Click the chart object border to select it.
   11. Click the Shape Outline button [Chart Tools Format tab, Shape Styles group] and choose Purple, Accent 4, Darker 50% (eighth column).
   12. Click the Shape Outline button and choose Weight and 1 pt.
   13. Click a worksheet cell.
8. Create a line chart sheet.
   1. Select the Atlanta Revenue sheet tab.
   2. Select cells A4:E7.
   3. Click the Quick Analysis button and choose Charts.
   4. Select Line.
   5. Click the Move Chart button [Chart Tools Design tab, Location group].
   6. Click the New sheet button.
   7. Type Promo Depts and click OK.
9. Apply a chart layout.
   1. Click the Quick Layout button [Chart Tools Design tab, Chart Layouts group].Figure 3-67 Data table added by Quick Layout
   2. Select Layout 5 to add a data table to the chart sheet (Figure 3-67).
10. Change the chart type.
    1. Click the Change Chart Type button [Chart Tools Design tab, Type group].
    2. Select the All Charts tab and choose Line with Markers in the Line category.
    3. Click OK.
11. Edit chart elements in a line chart.
    1. Click the chart title placeholder.
    2. Type Special Promotion Departments in the Formula bar and press Enter.
    3. Click the vertical axis title placeholder.
    4. Type Dollar Sales in the Formula bar and press Enter.
    5. Click the Chart Elements drop-down arrow [Chart Tools Format tab, Current Selection group].
    6. Choose Series “Apparel” to select the line in the chart.
    7. Click the Format Selection button [Chart Tools Format tab, Current Selection group].
    8. Click the Fill & Line button in the Format Data Series task pane.
    9. Click Marker and then click Marker Options to expand the group (Figure 3-68).Figure 3-68 Marker options for the data series
    10. Choose Built-in and set the Size to 10.Figure 3-69 New data series selected
    11. Click the Series Options triangle at the top of the task pane and choose Series “Baseball” (Figure 3-69).
    12. Apply the same marker changes for the baseball series.
    13. Select the Basketball series and apply the same marker changes.
    14. Close the task pane and click outside the chart.
12. Insert sparklines in the worksheet.
    1. Click the Atlanta Revenue tab.
    2. Right-click the column F heading and choose Insert.
    3. Select cells B5:E18 as the data range.
    4. Click the Line Sparkline button [Insert tab, Sparklines group].
    5. Select cells F5:F18 in the Location Range box.
    6. Click OK.
13. Format sparklines in worksheet.
    1. Click the Format button [Home tab, Cells group] and change the Row Height to 24.
    2. Click the Format button [Home tab, Cells group] and set the Column Width to 35.
    3. Select the Markers box in the Show group in the Sparkline Tools Design tab.
    4. Click the Sparkline Color button [Sparkline Tools Design tab, Style group].
    5. Choose Black, Text 1 (second column) for the line color.
    6. Click cell A1.
14. Change the page orientation to landscape.
15. Save and close the workbook (Figure 3-70).
16. Upload and save your project file.
17. Submit project for grading.