Excel 2016 Insert Tab Lesson-2

 Excel 2016 Insert Tab Lesson-2

Insert:-The Insert tab contains various items that you may want to insert into a document. These items include such things as tables, word art, hyperlinks, symbols, charts, signature line, date & time, shapes, header, footer, text boxes, links, boxes, equations and so on.

Pivot Table:- A pivot table is a special type of summary table that's unique to Excel. Pivot tables are great for summarizing values in a table because they do their magic without making you create formulas to perform the calculations. Pivot tables also let you play around with the arrangement of the summarized data. It's this capability of changing the arrangement of the summarized data on the fly simply by rotating row and column headings that gives the pivot table its name.Follow these steps to create a pivot table: 

Open the worksheet that contains the table you want summarized by pivot table and select any cell in the table.Ensure that the table has no blank rows or columnsandthat each column has a header.

Click the PivotTable button in the Tables group on the Insert tab.Click the top portion of the button; if you click the arrow, click PivotTable in the drop-down menu. Excel opens the Create PivotTable dialog box and selects all the table data, as indicated by a marquee around the cell range.

If necessary, adjust the range in the Table/Range text box under the Select a Table or Range option button.If the data source for your pivot table is an external database table created with a separate program, such as Access, click the Use an External 

Data Source option button, click the Choose Connection button, and then click the name of the connection in the Existing Connections dialog box.

Select the location for the pivot table. By default, Excel builds the pivot table on a new worksheet it adds to the workbook. If you want the pivot table to appear on the same worksheet, click the Existing Worksheetoption button and then indicate the location of the first cell of the new table in the Location text box.

Click OK.

Excel adds a blank grid for the new pivot table and displays a PivotTable Field List task pane on the right side of the worksheet area. The PivotTable Field List task pane is divided into two areas: the Choose Fields to Add to Report list box with the names of all the fields in the source data for the pivot table and an area divided into four drop zones (Report Filter, Column Labels, Row Labels, and Values) at the bottom.

To complete the pivot table, assign the fields in the PivotTable Field List task pane to the various parts of the table. You do this by dragging a field name from the Choose Fields to Add to Report list box and dropping it in one of the four areas below, called drop zones:

Report Filter: This area contains the fields that enable you to page through the data summaries shown in the actual pivot table by filtering out sets of data

they act as the filters for the report. So, for example, if you designate the Year Field from a table as a Report Filter, you can display data summaries in the pivot table for individual years or for all years represented in the table.

Column Labels: This area contains the fields that determine the arrangement of data shown in the columns of the pivot table.

Row Labels: This area contains the fields that determine the arrangement of data shown in the rows of the pivot table.

Values: This area contains the fields that determine which data are presented in the cells of the pivot table — they are the values that are summarized in its last column (totaled by default).

Continue to manipulate the pivot table as needed until the desired results appear.

Pivot Chart:- Pivot Chart in excel is an in-built Programme tool in excel which helps you out to summarize selected rows and column of data in a spreadsheet. It’s the visual representation of a pivot table or any tabular data which helps to summarize & analyze the datasets, patterns, and trends. In Simple words pivot chart in Excel is an interactive excel chart that summarizes large amounts of data.

Below mentioned data contains a compilation of sales information by date, salesperson, and region; here, I need to need to summarize sales data for each representative by region-wise in the chart.

To create a Pivot Chart in Excel, select the data range. 

Then click the Insert tab within the Ribbon.

Then select the PivotChart drop-down button within the Charts group. If you want to create a PivotChart only, then select PivotChart from the drop-down or if you want to create both a PivotChart and PivotTable, then select PivotChart PivotTable from the drop-down. 

Here, I have selected, create both a PivotChart and PivotTable. Create PivotChart dialog box appears, which is similar to the Create Pivot Table dialog box. It will ask for the options, i.e., from a table range or from an external database. By default, it selects table range, and it will ask you where to place a pivot table chart, here you need to always select in a new worksheet.

Once you click OK, It inserts both PivotChart PivotTable in a new worksheet. 

PivotChart Fields task pane appears on the left side, which contains various fields, i.e., Filters, Axis (Categories), Legend (Series), and Values. In the PivotTable Fields pane, select the Column fields applicable to the pivot table; you can drag and drop, i.e., salesperson to the Rows section, Region to the Columns section, and sales to the Values section.

Then the chart looks like as given below.

                                         

Table:-Place the insertion point where you want the table to appear. Navigate to the Insert tab, then click the Table command. This will open a drop-down menu that contains a grid. Hover over the grid to select the number of columns and rows you want. Click the grid to confirm your selection, and a table will appear.

Pictures - Displays the "Insert Picture" dialog box allowing you to browse to a file

Online Pictures- Click the location in your worksheet where you want to insert a picture.

On the Insert ribbon, click Pictures.

Select This Device…

Browse to the picture you want to insert, select it, and then click Open.

Shapes - Drop-Down. The drop-down contains the commands: Recently Used Shapes, Lines, Rectangles, Basic Shapes, Block Arrows, Equation Shapes, Flowchart, Stars and Banners and Callouts.

SmartArt - Displays the "Choose a SmartArt Graphic" dialog box which lets you choose from the following different types of smartart: List, Process, Cycle, Hierarchy, Relationship, Matrix, Pyramid, Picture and Office.com but removed in 2016).

Screenshot -Drop-Down. The drop-down contains the commands: Available Windows and Screen Clipping.

Column:-A Column Chart typically displays the categories along the horizontal (category) axis and values along the vertical (value) axis. To create a column chart, arrange the data in columns or rows on the worksheet.

Line:-Line charts can show continuous data over time on an evenly scaled Axis. Therefore, they are ideal for showing trends in data at equal intervals, such as months, quarters or years. 

Pie:-Pie charts show the size of items in one data series, proportional to the sum of the items. The data points in a pie chart are shown as a percentage of the whole pie. To create a Pie Chart, arrange the data in one column or row on the worksheet.

Bar:-Bar Charts illustrate comparisons among individual items. In a Bar Chart, the categories are organized along the vertical axis and the values are organized along the horizontal axis. To create a Bar Chart, arrange the data in columns or rows on the Worksheet.

Area:-Area Charts can be used to plot the change over time and draw attention to the total value across a trend. By showing the sum of the plotted values, an area chart also shows the relationship of parts to a whole. To create an Area Chart, arrange the data in columns or rows on the worksheet.

Scatter:-The purpose of a Scatter Chart is to observe how the values of two series compares over time or other category. To illustrate the Scatter Chart, we will use the worksheet values shown below:

Other Chart:-Excel offers other chart types, such as Stock, Surface, Doughnut, Bubble, and Radar. To locate a menu of all available chart types in newer Excel versions, begin to insert any chart type and click All Chart Types ... The image below shows the menu that displays—menu may look different on your version of Excel.

Line - Displays the "Create Sparklines" dialog box which lets you insert a line chart within a single cell.

Column - Displays the "Create Sparklines" dialog box which lets you insert a column chart within a single cell.

Win/Loss - Displays the "Create Sparklines" dialog box which lets you insert a win/loss chart within a single cell.

Slicer:-Filter dates in your Tables. Exactly the same command can be found on the Table Tools - 

Timeline :- Timeline in Excel is a kind of SmartArt created to display the different timings of a particular process. It is mainly used for filtering the underlying datasets by date. Such datasets are in the form of pivot tables containing the date field. The timeline was first introduced in the 2013 version of Excel.

Hyperlink:- When you're online, you use hyperlinks to navigate from one webpage to another. Sometimes a hyperlink will link to a different section of the same page. If you want to include a web address or email address in your Word document, you can format it as a hyperlink for someone else to click.

Text Box:-You may want to insert a text box into your document to draw attention to specific text or have the ability to easily move text within a document. Text boxes are basically treated the same as shapes, so you can add the same types of effects to them and can even change their shape.

Header:-The header is a section of the document that appears in the top margin, while the footer is a section of the document that appears in the bottom margin. Headers and footers generally contain information such as the page number, date, and document name.

Footer :- Select the Insert tab in the toolbar at the top of the screen. Then click on the Footer button in the Header & Footer group. Select Edit Footer from the popup menu.

Word Art :- WordArt is a quick way to make text stand out with special effects. You begin by picking a WordArt style from the WordArt gallery on the Insert tab, and then customize the text as you wish.

Signature line:- To insert the signature line, place the insert cursor where you need to insert  & navigate to Insert tab, under Text group, click Signature Line. A message will pop-up, click OK to add signature details. It lets you change the instruction to signer while offering you to add suggested signer's title.

Object:- Depending on the version of Word or Outlook you're using, you can insert a variety of objects (such as PDF files, Excel charts or worksheets, or PowerPoint presentations) into a Word document or an email message by linking or embedding them. To insert an object, click Object on the Insert tab.

Equation:-When writing a document which primarily covers mathematical signs and equations then using Word 2016 built-in Equation feature would be of great help. In Word 2016, you can insert Equation from the built-in list instantly. Handling equation that you have written by yourself would be a bit tedious task to get by, but through this feature of Word you can manipulate them by performing simple actions and clicks. In this post we will explain how easy it is to use Equations in Word.

Symbol:-Now click on any of the available symbols in the box to insert that in your document at the selected location. If you do not find the desired symbol in this small box, then you can click at the 

More Symbols option to have a wide range of symbols as shown below in the symbol dialog box. You can select any of the symbol and then click the Insert button to insert the selected symbol