Program/Course: PC OPERATIONS NC II

Unit of Competency: OPERATE A SPREADSHEET APPLICATION

Module Title: Operating a Spreadsheet Application

Learning Outcome 4: Incorporate Objects and Charts in

Worksheets

Assessment Criteria:

1. Object is imported and manipulated.

2. Charts are created, formatted and changed based on data and
text in the worksheet.
3. Selected data are displayed in a different type of chart following
the prescribed procedures.

Resources:

1. Information Technology Literacy, 2002, Albacea, Eliezer A.

2. Intel Teach Program, Getting Started Course, 2006 Master Trainer
Edition, Intel Corporation
3. Intel Teach Program, Skills for Success Course, 2006 Master
Trainer Edition, Intel Corporation
4. Intel Education Help Guide, 2006,Intel Corporation
5. Computer Fundamentals, Instructor Manual, 2004, Microsoft
Corporation

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LEARNING EXPERIENCES/ACTIVITIES

Learning Outcome 4: Incorporate objects and charts in

worksheets

Learning Activities Special Instructions

1. Read the attached

Information sheet 4.1 entitled
WORKING WITH OBJECTS
AND CHARTS IN
WORKSHEETS.

2. Perform Activity Sheet

4.1.

3. Use Checklist 4.1 to

assess your score based on
the Scoring Guide.

4. Perform Activity Sheet

4.2.

5. Use Checklist 4.2 to

assess your score based on
the Scoring Guide.

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 INFORMATION SHEET 4.1

WORKING WITH OBJECTS AND CHARTS IN WORKSHEETS

Excel can create both embedded charts (charts positioned on a

worksheet page alongside other data) and charts that appear on their
own worksheet page. Embedded charts are useful for charting smaller
amounts of data and for experimenting with the best ways to chart
data that you need to edit while creating the chart. But for maximum
effect, you’ll generally want to create each chart on its own worksheet
page.

Component Explanation
X-axis The category axis of the chart. Usually horizontal,
but some charts have a vertical X-axis.
The series axis (the vertical axis on which the
Y-axis
categories are plotted).
The value axis (the depth axis of the chart; 3D charts
Z-axis
only).
Axis titles A title (name) for each of the axes used.
Chart title The name of the chart.
Data series The set or sets of data from which the chart is
created. Some charts, such as pie charts, use only
one data series. Other charts use two or more data
series. The chart represents the data series as data
markers.
The chart’s representation of a point in a data series.
Data marker
You may want to display data markers in
different data series as differently shaped points to
distinguish them from one another.
Text that appears on or near points in the data series
Data labels
to identify them.
Notes on the color, pattern, or other identification
Legend
used to distinguish each data series.
Gridlines Reference lines drawn across the chart from the axes
so that you can see the values of the data series.
Categories The distinct items in the data series. For example, in
a chart showing the sales performance for each
of a company’s regions, each region would be a
category.
Chart area The area occupied by the entire chart, including
legend, labels, and so on.
Plot area The area occupied by the data plotted in the chart
(not including legend, labels, and so on).

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Create a Chart with the Chart Wizard

The Chart Wizard is the fastest and easiest way of creating a

chart. To use the Chart Wizard, follow these steps:
1. Select the range of data from which you want to create the
chart.
2. Click the Chart Wizard button on the Standard toolbar or
choose Insert | Chart from the menu. The Chart Wizard
displays the Chart Type screen. The left screen in figure
below shows the Standard Types tab. The right screen in
below figure shows the Custom Types tab with the Built-In
option selected to display Excel’s built-in custom chart
types. (The User-Defined option displays custom chart
types you add.)

3. Choose the type of chart you want to create and then

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 choose the subtype (for one of the standard types). On the
Standard Types tab, you can click the Press and Hold to
View Sample button to have Excel build a preview of the
chart type using the data you’ve selected.
4. Click the Next button to display the Chart Source Data
screen of the Chart Wizard. The left screen in Figure below
shows the Data Range tab; the right screen shows the
Series tab.
Choose the chart type on the Standard Types tab (left) or the
Custom Types tab (right) of the Chart Type screen.

Use the two tabs of the Chart Source Data screen to adjust the
range used as source data for the chart. On the Data Range tab,
check that the wizard has identified the data range correctly. If not,
click the Collapse Dialog button to reduce the Chart Source Data
screen, select the correct range, and then click the Collapse Dialog
button again to restore the screen. On the Series tab, use the controls
in the Series area to add and remove series and adjust their names
and values. Use the Category (X) Axis Labels box to specify the range
that will provide the labels for the X-axis. Click the Next button to
display the Chart Options screen, then choose options on its six tabs:
 Titles enter the chart title and the titles for each axis that needs
one.
 Axes Choose which axes are displayed.
 Gridlines choose whether to display major gridlines, minor
gridlines, or both for each axis in the chart. Apply gridlines
when they’ll help the viewer see the value of a data marker more
easily. The default settings depend on the type of chart you’re
creating. For example, when you’re creating a column chart, the
default setting is to display major gridlines for the Y-axis but no
gridlines for the X-axis.

 Legend Choose whether to display the legend

and, if so, where to place it.
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 Data Labels Choose whether to display data
labels and, if so, what data to display for them—for example, the
data markers’ values or the category name.
 Data Table Choose whether Excel displays the
data from which the chart was drawn and, if so, whether it
includes the legend. Showing the data table is usually useful
only for charts drawn from small amounts of data—otherwise,
the data detracts from the chart. This illustration shows the
Data Table tab of the Chart
Options screen:

a. Click the Next button to

display the Chart Location
screen.
b. Choose whether to place
the chart on a new chart
sheet (by selecting the As
New Sheet option and
specifying the name for the
new sheet) or as an
embedded chart (by selecting the As Object In option and using
the drop-down list to designate the worksheet).
c. Click the Finish button. Excel creates the chart with the
selected options.

5. On the Chart Location

screen, choose whether to create
an embedded chart or a chart on a
new chart sheet.

Choose the Right Type of Chart for Your Data

As you saw in the Chart Type dialog box, Excel offers an
extremely generous range of charts—14 standard types, each with two
or more subtypes, and 20 built-in custom types. You may also add
your own custom chart types if Excel’s built-in chart types don’t meet
your needs.

Such a wide choice of chart types can make it difficult to decide

which type to use. Should you use a conventional bar chart or line
chart; go for an area chart, a doughnut, or radar; experiment with a
Pie Explosion; or visit the Outdoor Bars? In general, you should use
the simplest type of chart that can present your data satisfactorily.
Don’t feel you must use an unusual type of chart just because Excel
makes doing so easy or because the standard chart type seems boring
or conventional. As a rule of thumb, if you don’t know what a chart
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type is for, take a quick look at the example in the Chart Type
box and see if it’s easy to understand. If not, leave that chart type
alone.

Importing Object

From the Insert menu, choose

Object, click the dialogue box. You will
see Create new tab wherein you may
choose from different object type or
Create from file tab.

Format Charts
Excel gives you fine control over how your charts behave and
how they look. You can resize embedded charts, zoom chart sheets,
and apply formatting to either the entire chart area or just about
any item in the chart.
Before formatting an embedded chart, you may want to display
it in its own window so that you can see it at a larger size. To do so,
right-click the chart and choose Chart Window from the shortcut
menu.
Resize a Chart

To resize an embedded chart, select it and drag one of the sizing

handles to the size you want. You shouldn’t need to resize a chart on
a chart sheet, because Excel automatically expands the chart to fill
the size of paper you’re using. However, you can zoom the chart in
and out to see it at different sizes.

Format the Chart Area

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 When formatting a chart, typically you’ll want to start by
formatting the chart area, because the chart area exercises the
greatest influence over how the chart looks as a whole. For example,
you can set a background color or pattern for the chart area, specify
a border for it, and set overall font formatting for the chart. You can
then apply further formatting to the elements of the chart as
necessary to pick them out.

To format the chart area, select it so that its handles appear,

right-click, and choose Format Chart Area from the shortcut menu
to display the Format Chart Area dialog box.
Use the Patterns tab o applies a border and a background color.
You can also apply round corners to the chart. You may also want to
apply a pattern, fill, or a picture.

Use the Font tab to apply font formatting. This tab contains
standard font-formatting options except for one: the Auto Scale check
box. Select this check box to have Excel rescale the fonts
automatically when the chart is resized. (Excel applies automatic
scaling to many chart types by default.)

For an embedded chart, use the Properties tab (to control the
chart position (choose the Move and Size with Cells option button, the
Move But Don’t Size with Cells option button, or the Don’t Move or
Size with Cells option button), whether the chart prints with the
worksheet (select the Print Object check box) or not, and whether the
chart is locked (select the Locked check box) or not.

Use the controls on the Patterns tab of a Format dialog box to

apply a border and background color to the chart area or another
item.

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 Use the Properties tab of the Format Chart Area dialog box to
specify whether an embedded chart moves and resizes with cells,
whether it prints, and whether it’s locked.
You must implement protection on the chart sheet or
worksheet (via the Tools | Protection | Protect Sheet command)
before the locking has any effect.

Format Different Data Series Using Different Chart Types

If you need to differentiate two data series strongly, try using a

different chart type for each series.

You’ll need to experiment with this technique to get striking and

comprehensible results. You’ll quickly find that some chart types
work well with others, while other combinations create a truly horrible
chart that will confuse most sentient beings.

To use two different chart types in the same chart, follow these
steps:

1. Create the chart as usual, and format it using the chart type
that you want to have applied to most of the chart.

2. Select the data series you want to affect.

3. Choose Chart | Chart Type, or right-click the data series and

choose Chart Type from the shortcut menu, to display the Chart
Type dialog box.

4. Select the chart type (and, if necessary, the subtype) for this
data series on the Standard Types tab or the Custom Types tab.
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 5. Click the OK button to close the Chart Type dialog box and
apply the chart type to this data series.

You can use different chart types for different data series to
compare and contrast information.

Format Individual Chart Elements

After formatting the chart area, apply formatting to individual

chart elements as necessary to create the effects that you want. Select
the chart element either by clicking it or by using the Chart Objects
drop-down list on the Chart toolbar, then click the Format Object
button to display the Format dialog box for the object.

Where Excel’s chart tools don’t meet your needs, consider using
arrows, callouts, and text boxes (or other AutoShapes) from the
Drawing toolbar to draw viewers’ attention to particular items.

ACTIVITY SHEET 4. 1
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 WORKING WITH OBJECTS AND CHARTS IN WORKSHEETS

Directions: Do the following procedure as directed. You may choose

from the following:

Create a worksheet that will display your monthly budget

Create a worksheet that would display your grade for the third
quarter.
Create a worksheet that would display the financial report of your
chosen school organization.

1. Enhance your worksheet by incorporating objects and charts.

2. Choose the appropriate chart based on the worksheet you have
selected.
3. Format your worksheet as needed.
4. Save your worksheet in your folder.

SCORING GUIDE
5 Points – if five indicators are met
4 Points – if four indicators are met
3 Points – if three indicators are met
2 Points – if two indicators are met
1 Point – if one indicator is met

Reminder: You ought to have all the indicators observed or else you have to
go back.

CHECKLIST 4.1
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 WORKING WITH OBJECTS AND CHARTS IN WORKSHEETS

Directions: With a partner, use the observation checklist below. Copy

the table on a separate sheet of paper and check the appropriate box
whether the indicators were met or not by the partner.

Indicators Yes No
1. Did the student follow the procedure in
incorporating objects and charts in
worksheets?
2. Did the student find difficulty in following
the procedure?
3. Did the student perform the task
independently and honestly?
4. Did the student format the worksheets as
needed?
5. Did the student save the worksheets in a
folder?

ACTIVITY SHEET 4. 2

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 WORKING WITH OBJECTS AND CHARTS IN WORKSHEETS

Directions: Do the following procedure as directed.

1. Make another chart to show comparison of your previous and

present worksheet.
2. Decide which between the two is more appropriate.
3. Write a narrative report justifying your answer.
4. Submit the narrative report to your teacher for checking.

SCORING GUIDE
5 Points – if five indicators are met
4 Points – if four indicators are met
3 Points – if three indicators are met
2 Points – if two indicators are met
1 Point – if one indicator is met

Reminder: You ought to have all the indicators observed or else you have to go back.

CHECKLIST 4.2

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 WORKING WITH OBJECTS AND CHARTS IN WORKSHEETS

Directions: With a partner, use the observation checklist below. Copy

the table on a separate sheet of paper and check the appropriate box
whether the indicators were met or not by the partner.

Indicators Yes No
1. Did the student follow the procedure in
creating another chart?
2. Did the student find difficulty in following
the procedure?
3. Did the student perform the task
independently and honestly?
4. Did the student write and submit a
narrative report to the teacher?

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 ASSESSMENT PLAN
Evidence Checklist

Competency
standard:
Unit of
competency:
Title of Module

Third party Report

Ways in which evidence will be collected:

Demonstration
[tick the column]

Observation

Questioning

Portfolio

Written
The evidence must show that the student
can…
 imports and manipulates object
x x

 creates, formats, and change charts x x

based on data and text
 selects and displays data in different x x
type of chart

NOTE: *Critical aspects of competency

Prepared Date:
by:
Checked Date:
by:
Observation Checklist
Student’s name:
Teacher’s name:
Assessment Center
Competency
standards
Unit of
competency:
Instructions for the Teacher:
1. Observe the student incorporate object and charts in worksheets.
2. Describe the assessment activity and the date on which it was undertaken.
3. Place a tick in the box to show that the candidate completed each aspect of the
activity to the standard expected in the enterprise.
4. Complete the feedback sections of the form.
Date of observation
Description of assessment
activity
Location of assessment
activity
The student…. If yes, tick the box
 imports and manipulates object o o
 creates, formats, and change charts based on
data and text
o o
 selects and displays data in different type of
chart
o o
Did the student’s overall performance meet the Yes No
standard?
Feedback to Student:

Teacher’s signature: Date:

Observation and Questioning Checklist

Student’s name:
Teacher’s name:
Assessment Center
Competency
standards
Unit of
competency:
Instructions for the Teacher:
1. Observe the candidate incorporate object and charts in worksheets.
2. Describe the assessment activity and the date on which it was undertaken.
3. Place a tick in the box to show that the candidate completed each aspect of the
activity to the standard expected in the enterprise.
4. Ask the student a selection of the questions from the attached list to confirm
his/her underpinning knowledge
5. Place a tick in the box to show that the candidate answered the questions
correctly.
6. Complete the feedback sections of the form.
Date of observation
Description of assessment
activity
Location of assessment
activity
The student…. If yes, tick the box
 Were the procedures in importing and
manipulating object followed? o o
 Were the procedures in creating, formatting
and changing charts based on the data and text o o
followed?
 Were the selected data displayed in different
type of chart based on the prescribed procedure o o
followed?
Did the student’s overall performance meet the Yes No
standard?
Written report

Student’s name:
Teacher’s name:
Assessment Center
Competency
standards
Unit of
competency:
Task:
Your task is to:
 Report on the performed task using the simple past form of the verb.
Submission date:
Use the checklist below as a basis for judging whether the
candidate’s report meets the required competency standards.
The student’s report… If yes, tick the box
 can justify whether the incorporate objects and
charts are appropriate o o
 o o

Overall did the student’s report meet the standard? Yes No

Comments:

Student’s
Date:
signature:
Teacher’s
Date:
signature: