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In this tutorial, we will cover how to use the Insert tab in Excel 2010. The Insert tab allows you to add other elements such as charts, clip art and images, among others, to your workbook. We will review each of the sections and buttons available on this tab.
The Tables section is used to insert a pivot table and table. Pivot tables can be used to manage and manipulate data to make it easier to analyze. Tables make it easy to sort, filter and format the data within a sheet.
Let’s start by utilizing the data in the image to the right to show an example of a PivotTable.
As you can see there is quite a bit of data to review, so our goal is to make it easier to analyze.
Use your mouse to select A2 through F31.
Go to the Insert tab and select Pivot Table from the Tables section.
The Create PivotTable
dialog box will appear. The table range you selected is shown in the red
Towards the bottom of the box you can choose whether to put the PivotTable in a New or Existing Worksheet. I recommend you put it into a New Worksheet.
Select OK after making your selections.
After selecting OK, the PivotTable will appear on the left side of your new worksheet (as shown in the image below). It doesn’t have any values just yet. We will build a report by choosing fields from the PivotTable Field List (shown on the right side of the screen).
We are currently showing six items or fields to add to our report: Downline, Region, March Kits Sold, Price, Units and Total.
To build our report, we will drag our fields into the four boxes shown in the bottom-right of the image. As we do this, our PivotTable on the left will start to show the values provided by the fields.
We are going to click on Region from the Field List and drag it down to the Row Labels box. Next we will select March Kits Sold and drag it down to Column Labels. Finally, select Total and drag it down to the Values box.
As you can see in the image above, our PivotTable now contains values and it makes it much easier to analyze. Excel has automatically done all of the calculations for us. The name pivot comes from the ability to pivot the data and pivot the headings around. For example, you could click on and drag the March Kits Sold from the Column Labels to the Row Labels. Then select and drag Region from Row Labels to Column Labels.
The other option in the Tables section is to create a Table. Select cells A2 through F31 and select Table from the Tables section of the Insert tab. The Create Table dialog box will appear. Verify the data selected for your table is correct and select OK.
There is now an additional tab added to the ribbon, Table Tools Design, which includes five different groups. You can use these tools and features to style and manipulate your table.
In the properties section, you can rename your table by entering a new name in the Table Name box. Select Resize Table to add or remove rows and columns from your worksheet. The Resize dialog box will appear where you can select the new data range for your table.
In the Tools section, you can convert your
Table into a PivotTable by selecting Summarize
with PivotTable. Review the tutorial on PivotTable’s above for more
Check the columns in your table for duplicates by selecting Remove Duplicates from the Tools section.
The Remove Duplicates dialog box will appear.
Select which columns contain duplicates and select OK.
You can change your table back to a normal range of cells by selecting Convert to Range from the Tools section of the Table Tools Design tab. A box will appear confirming you want to make the change, select Yes.
In the Table Style Options section, you can include or remove special formatting for a Header Row, Total Row and more by checking and unchecking the boxes. Here is an explanation of each option:
· Header Row: A Header Row formats the top row of the table specially.
· Total Row: The Total Row is a row at the end of the table which displays totals for each column.
· Banded Rows: Display banded rows, in which even rows are formatted differently from odd rows. This banding can make the table easier to read.
· First Column: Special formatting will be applied to the first column of the table.
· Last Column: Special formatting will be applied to the last column of the table.
· Banded Columns: Display banded columns, in which even columns are formatted differently from odd columns. This banding can make the table easier to read.
Take the time to check each box on and off, so you can see how the change will impact your table.
You can update the style of your table in the Table Styles section of the Table Tools Design tab - simply hover your mouse over the various styles provided in this section to see a live preview.
This concludes the Tables tutorial.
Click next to continue to the Excel 2010 Illustrations tutorial.