Hello everyone my name is Monica Ponzini
and this is my excel tutorial.[powerpoint slide reading: MS EXCEL TUTORIAL. LIS 7410 - WINTER 2017. MONICA PONZINI]
[Powerpoint slideshow begins, text only] Scenario, purpose and target audience. My library
has an oral history collection of a
little over 500 videotapes. Thanks to a
grant we began digitizing all the
interviews with the help of a small
group of interns. Under a librarian's
supervision our interns are involved in
every step of the process, including
creating detailed progress reports. To
better summarize the project status the
librarian suggests using Microsoft Excel
and adding a chart. The report should
reflect both the number of tapes that
are not yet digitized and the number of
tapes that are already digitized into
corresponding digital assets. Each
category has been subdivided as follows...
Tapes not yet digitized: because they
have technical issues so the
digitization process may be jeopardized,
with no issues but are high priority
because they are deteriorating quickly,
with no issues and low priority because
they are being deemed in good condition.
Tapes already digitized, whose
corresponding digital assets: have only
an ID but no metadata, have some
metadata but need to be screened and
finalized, have been screened and
transcribed. While all the interns have a
basic proficiency in microsoft office
excel, they don't know how to create and
format a chart. I therefore created a
video tutorial to show them how to add a
chart and move it to another sheet,
format the chart and the labels and add a
title using WordArt. [powerpoint slideshow ends]
[title slide] Creating and formatting a chart in Microsoft Excel 2016.
Video tutorial for the interns of
the new library. Please note: this
tutorial was created with a Mac:
depending on the kind of computer (pc or
mac) and the microsoft office version you
have, the look of the layout may be a bit different. [end of title slide]
[powerpoint slide] Hello! This tutorial will show
you how to create and format a chart in
an Excel worksheet so you can work more
independently. At the end of this
tutorial you will be able to: add a chart
and move it to another sheet, format the
chart and its labels, add a title using
WordArt. [end of powerpoint slide]
[title] Add a chart and move it to another sheet.
[Excel spreadsheet] To add a chart click and drag the mouse
over the cells that contain the data
that you want to include in your chart:
here A8 to B13, which is also
colored in. Then click on the Insert tab
on the ribbon: as you can see I can click
on several buttons that give me several [dropdown menus showing chart options appear]
options for the charts. Here I click on a
3d pie chart. Click and you will have the
chart. Now that you have the chart you
can see that two tabs appear on the
ribbon: the chart design and the format. [mouse clicking on Format tab]
I'm clicking on the chart design  [mouse clicking on Chart Design tab] and on
the right you will find a Move Chart
button. Click on it and a dialog box will
appear. Now click on New Sheet and then
you can name your chart whatever you
want. [name typed: Chart March 2017] When you are done naming your chart
click on OK, as you can see here. OK and
then you will have your chart in a new sheet.
[Title] Format chart and labels. [Excel pie chart showing] Now you
can further format the chart and its
labels: just click on the Chart Design
tab of the ribbon and select from the
Chart Styles menu by clicking on it. [Chart Styles dropdown menu showing]
click on the style that you prefer as I
am doing right now and then you can
change colors by clicking on the Change
Colors button [mouse clicking on Change Colors button, dropdown menu showing] and here I'm changing
another pattern of colors [mouse clicking on dropdown menu option]. Or you can
change - you can click on the Quick Layout
and pick another layout by clicking on it.[mouse clicking on dropdown menu option]
Or you can click on the Add Chart
Element button and click on the option
you want as I'm showing you right now.
You can customize even more by clicking
on the Format tab of the ribbon and then
click on each slice and then click on
shape fill and click and select each
color for each slice. And what I'm doing
right now is using red and orange for
the non digitized section.
Now i'm clicking - and click on shape fill
and click on green. I'm going to use
different shades of green for the
digitized elements. And so here you see I
keep clicking - and I made a mistake - and I
can go back, click on the slide shape
fill and then I can decide if I like the
green if I - I can click on a paler green
and there I have the chart. Right click
on the chart and a quick menu will
appear: click on format data point and a
format data point task pane will appear
on the right side of the screen. You can
click on each tab and if you click on
series options [mouse clicking on Series Options tab] you will see Angle
of First Slice: you can drag the cursor
and rotate the chart and you see the
green is now on the foreground. Then you
can click on the labels and the format
data labels pane appears. And you can
click on label options [mouse clicking on Label Options button and then on Label Options tab] and you can click
on the percentage option and the
percentage will appear. [percentage values showing in the labels] And you can also
access this pane by right clicking and
then clicking on format data label. And
there you have your formatted pie chart.
[Title] Add a title using word art. [Excel pie chart showing] Now we can
add the final touch: a title using WordArt.
Click on the insert tab on the ribbon as
I'm doing right now - see, insert - and then
click on Word - the word art button and
you will see a menu from which you can
choose a style. And here I'm clicking on
the style era that I prefer. Click and
after you pick your style drag the wordart
object you just inserted it to the top of
the chart as I'm doing right now. See:
drag and then select the text and type
whatever you want here. I'm writing:
Digitization March 2017.
Select it again and click on the Home
tab of the ribbon and here you can
select the size from the font commands,
as you can see. And then you can drag the
frame to desired size: here I'm dragging
as you can see, and then you can click on
the Shape Format tab of the ribbon as
I'm doing right now and you can go click
on the Shape Fill [mouse clicking on Shape Fill button and on blue square from dropdown menu] and decide what kind
of fill you want, or the outline button -
you can click on it and decide what
color you want to do the outline [mouse clicking on blue square from dropdown menu]. You can
also right click, select Format Text
Effects from the quick menu and you will
have a format shape task pane. Click on fill [mouse clicking on Shape Options and then on Fill tab],
Gradient Fill and here's your chart.
[Powerpoint slide] Now with this set of instructions you
should be able to: add a chart, format the
chart, and add a title using word art.
Please let me know if you have any
questions! Thank you!
