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INSERT MENU Excel

The document provides a comprehensive guide on creating and managing pivot tables in Excel, outlining the necessary steps and rules for data organization. It explains how to insert a pivot table, utilize various features such as filtering, sorting, and changing data sources, as well as how to generate pivot charts. Additionally, it covers the tools available in the pivot table and chart toolbars for further customization and data analysis.
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0% found this document useful (0 votes)
8 views9 pages

INSERT MENU Excel

The document provides a comprehensive guide on creating and managing pivot tables in Excel, outlining the necessary steps and rules for data organization. It explains how to insert a pivot table, utilize various features such as filtering, sorting, and changing data sources, as well as how to generate pivot charts. Additionally, it covers the tools available in the pivot table and chart toolbars for further customization and data analysis.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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-: INSERT MENU:-

PICTURE:-
CLIPART:-
SHAPES:-
SCREENSHOT:-
HYPERLINK: - follow word
TEXT BOX:-
WORDART:-
OBJECT:-
EQUATION:-
SYMBOL:-

Pivot Table:-
By use this option easy to arrange, analyze and summarize complicated data.
Pivot tables are highly flexible and can be quickly adjusted depending on how to need
to display your result.

Before u create pivot table follow some rule.


1-Data should be organized in a tabular format, and not have any blank rows or columns.
2-Must add headings on the top row.

Method:-
 First put data in the sheet.

Household expenses data


A B C D
1 MONTH CATEGORY AMOUNT
2 JAN TRANSPORTATION 220
3 JAN GROCERY 400
4 JAN ENTERTAINMENT 240
5 JAN EDUCATION 200
6 FEB GROCERY 570
7 FEB ENTERTAINMENT 300
8 FEB EDUCATION 900
9 MARCH GROCERY 300
10 MARCH EDUCATION 440
11 APRIL TRANSPORTATION 380
12 APRIL ENTERTAINMENT 700
13 APRIL EDUCATION 500

 Then go to “insert” menu.


 Then go to “table” box.
 Then click the option “insert pivot table”.
 Now “create pivot table” box will be display.
 In this box first select the range of data, which data u wants to create pivot table in the “table/range” box.
 Then in this box display two locations, but u select particular location where u wants to show the pivot table .
1-New worksheet
2-Existing worksheet
 If u wants to display pivot table in another sheet, select the option “new worksheet”.
 Otherwise if u wants to display pivot table in this work sheet, select the option “existing worksheet”.
 Then click the option “ok”.
 Now “blank pivot table” with “pivot table field list” dialog box will be display.
 In the “Pivot table field list” box display all fields (headings) name with four area name box will be display.

 Use the field in the appropriate area box for arrange, analyze and summarize the data.
Work of four area box
1-Report filter:-By use this area box filters the field data as per requirement.
2-Column label: - By use this area box show the field data column wise.
3-Row label: - By use this area box show the field data row wise.
4-Value: - By use this area box show the value of field data such as sum, max, min, average etc.

Working with the pivot table fields list


1-In the field (heading) name area at the top, select the check box for any field u want to add your pivot table.
2-By default,
i) Non-numeric (text) field are added to the row area.
ii) Date and time fields are added to the column area.
iii) Numeric fields are added to the value area.
3-U can also manually drag and drop any available item into any of the pivot table
fields or if u no longer want at item in the pivot table, simply drag it out of the field
list or uncheck it.
 Being able to rearrange field items is one of the pivot table features that make it
so easy to quickly change its appearance.
 If u do not see the pivot table field list box, make sure that u click anywhere in the
pivot table.

HOW TO CHANGE VALUE IN THE VALUE AREA BOX?


 By default, pivot table fields that are placed in the values area will be displayed as a sum.
1-U can change the default calculation by click on the “arrow mark” to the write of the field name.
2-Now values box will be display.
3-In this box click the option “value field setting”.
4-Now “value field setting” box will be display.
5-In this box change the calculation type in the “summarize values field by” box.
6-Then click the option “ok”.
 Generate Multiple Reports from One Pivot Table-It depends on user’s data requirement.
Pivot table tools bar’s
Options menu

Pivot table name:-


This option is equal to “table name” option of “format as table” option’s design menu.
Pivot field name:-
By use this option edit the name of active field.
Method:-
 1st active only particular field name in the “pivot table field list” box, which field name u wants to change.
 Then active “pivot table”.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “active field” box.
 Then go to “pivot field name” option’s box.
 In this box change the field name.
 After complete change, click the mouse on the pivot table.

Expand entire field:-


By use this option expands all items of the active field.
Method:-
 1st two field name keep one area box.
 Then select any one cell, which contents the field data in the pivot table.
 Then collapse the field data.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “active field” box.
 Then click the option “expand entire field”.
Collapse entire field:-
By use this option collapse all items in the active field.
Method:-
 1st two field name keep one area box.
 Then select any one cell, which contents the field data in the pivot table.
 Then expand the field data. (Normally data show in expand mode)
 Then go to pivot table tools bar’s “options” menu.
 Then go to “active field” box.
 Then click the option “collapse entire field”.

Sort:- This option is equal to “sort and filter” option of “home” menu.
Insert slicer:-
By use this option to filter data in the particular field name.
Method:-
 1st create pivot table with active.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “sort and filter” box.
 Then click the option “insert slicer”.
 Now “insert slicer” dialog box will be display.
 In this box display all the fields name but u select the particular field name, which field name’s data u wants to filter.

 Then click the option “ok”.


 Now selected field name box will be display.
 In this box display all items of selected field name.
 Then click the particular item for display its data.
How to clear filter and return to normal?
 Click the option “clear filter” in the selected field name box.

How to delete the selected field name box?


 First select the “field name” box.
 Then press “delete” on the keyboard.

Refresh:-
By use this option update the data in the pivot table that is change in the data sources.
Method:-
 1st change the data in the data sources.
 Then active “pivot table”.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “data” box.
 Then click the option “refresh”.
 Now update the data in the pivot table.
Change data sources:-
By use this option change the data sources for the pivot table.
Method:-
 1st active “pivot table”.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “data” box.
 Then click the option “change data sources”.
 Now “change pivot table data sources” dialog box will be display.
 Then change data range for pivot table in the “table/range” box.
 Then click the option “ok”.

Clear all:-
By use this option clears the pivot table.
Method:-
 1st active the “pivot table”.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “actions” box.
 Then click the option “clear”.
 Then click the option “clear all”.
 Now clear the pivot table.
Move pivot table:-
By use this option move the pivot table to another location in the workbook.
Method:-
 1st active the “pivot table”.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “actions” box.
 Then click the option “move pivot table”.
 Now “move pivot table” box will be display.
 In this box display two locations, but u select particular location where u wants to move the
pivot table.
1-new worksheet
2-existing worksheet
 If u wants to display pivot table in another sheet, select the option “new worksheet”.
 Otherwise if u wants to display pivot table in this worksheet, select the option “existing
worksheet”.
 Then click the option “ok”.

PIVOT CHART:-
By use this option insert a pivot chart based on the pivot table data.
Method:-
 1st create the “pivot table” with active.
 Then go to pivot table tools bar’s “options” menu.
 Then go to “tools” box.
 Then click the option “pivot chart”.
 Now “insert chart” box will be display.
 In this box first u select the chart type.
 Then select the particular chart format.
 Then click the option “ok”.
 Now create pivot chart.

Pivot chart tools bar’s


(Design menu, layout menu, format menu is equal to chart option’s design menu, layout menu,
format menu.)

Field list:-
By use this option show or hide the pivot table field list box.
Method:-
 1st active the pivot table
 Then go to pivot table tools bar’s “options” menu.
 Then go to “show” box.
 Then click the option “field list” for show or hide the pivot table field list box.

+/- Buttons:-
By use this option show or hide expand or collapse symbol in the pivot table.
Method:-
 1st active the pivot table
 Then go to pivot tools bar’s “options” menu.
 Then go to “show” box.
 Then click the option “+/- buttons” for show or hide expand or collapse symbol.
Pivot table tools bar’s
Design menu

Subtotals:-
By use this option show or hide subtotals.
Method:-
 1st active the “pivot table”.
 Then go to pivot table tools bar’s “design” menu.
 Then go to “layout” box.
 Then click the option “subtotals”.
 Then click the particular option for show or hide subtotals.

Grand totals:-
By use this option show or hide grand totals.
Method:-
 1st active the “pivot table”.
 Then go to pivot table tools bar’s “design” menu.
 Then go to “layout” box.
 Then click the option “grand totals”.
 Then click the particular option for show or hide grand totals.

(Banded rows, banded columns and pivot table styles option is equal to format as table options
design menu.)

(Pivot table tools bar’s options menu and design menu end)
(Pivot table option end)
Chart:-
By use this option represents the data in graphically.
Method:-
 1st select the range of data.
 Then go to “insert” menu.
 Then go to “chart” box.
 In this box display more than chart types but u selects any one of your choice.
 Then click on it.
 Now it displays more than format, but u select any one format of your choice.
 Now display the chart.
Chart tools bar’s
Design menu
(Except move chart option other options follows word)

Move chart:-
By use this option move the chart another location.
Method:-
 1st insert a chart with select.
 Then go to chart tool bar’s “design” menu.
 Then go to “location” box.
 Then click the option “move chart”.
 Now “move chart” dialog box will be display.
 In this box display two options.
1-new sheet
2-object in
 If u selects the option new sheet, then the chart will be display on a separate chart sheet.
 Otherwise if u selects the option object in, then the chart will be display in this work sheet.
 Then click the option “ok”.

Chart tools bar’s layout menu follow word


Chart tools bar’s format menu

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