Preparing Effective Charts and Graphs
HOME: Introduction to this tutorial

About the Tutorial

This tutorial presents a brief overview of the process of preparing charts and graphs using a spreadsheet program. It introduces you to important design principles to consider as you prepare your charts and graphs and helps you analyze their design.

Although this tutorial uses examples from Microsoft Excel, you can use the concepts and strategies described here with any spreadsheet program. For specific instructions on how to use the features of your spreadsheet program, consult the software's Help menu or one of the many print guides available.

Keep in mind that some of the guidelines presented here might not apply to your specific project. You need to think about your own purposes, about how your audience will use the information, and about what kind of graphic will most effectively present your data.


How to Use This Tutorial

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HOME: Introduction to this tutorial
1. Overview of the Process
  1. Analyze Your Audience and Purpose
  2. Understand the Limitations of Spreadsheet Programs
  3. Enter Data into a Spreadsheet Program
  4. Select Data to Include in a Graphic
  5. Choose the Appropriate Kind of Graphic
  6. Customize the Graphic for Your Audience and Purpose
  7. Select Where to Place the Graphic in the Spreadsheet
  8. Insert the Graphic into a Word-Processing or Presentation Program
  9. Integrate the Graphic and the Text
2. Designing Effective Charts & Graphs
  1. Make Sure Your Graphic Has a Purpose
  2. Aim for Simplicity
  3. Be Honest
  4. Present a Manageable Amount of Information
  5. Follow Common Conventions for Graphics
  6. Label Your Graphic
3. Sample Graphics for Analysis
  1. Pie Chart
  2. Gantt Chart
  3. 100-Percent Horizontal Bar Graph
  4. Vertical Bar Graph
  5. Line Graph


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