Insert Tab in Microsoft Excel 2007
Tab in Microsoft Excel 2007 will let you add external objects
in your workbook. You can insert things pictures, clip
art images, smart art graphics, charts, Pivot tables,
hyperlinks, header and footer sections, etc using this
Tab. The Insert Tab has the following groups that you can
utilize to insert objects:
our lesson today we will be using my personal budget
workbook. I have split my workbook into three sections,
income, expenditures and balance. Here is a screen shot
of our workbook.
Today I am
not going to follow the groups in order as we have done in the
past. I feel the charts functionality in Microsoft Excel
2007 is a vital concept to grasp. So for now we will skip over
the other groups and focus on the charts first.
When working with any numerical data, you can use charts to
get important visual clues about the underlying
information. Like the expression “A picture is worth 1000 words”, we
can use this to our advantage in understanding the
numbers. In our scenario what if we wanted to get the graphical
representation of our budget data. We can easily do this
by utilizing one of the many charts available in Microsoft
Let us say we would like
to know the top expenses in my budget. We can easily
create a chart that would answer this question. Go
ahead and click anywhere in the expenses section. Then go to
Insert Tab, click on column in the charts group and
select 2-D clustered column from the dropdown. You will notice that we have a
host of column charting options in the dropdown with a Live
preview feature, Very Nice! After I made my selection, it
generated a 2-D clustered column chart in our Excel workbook.
Here is a screen capture of this action right below.
Now we can easily
tell that Mortgage is by far my biggest expense followed
by the car payment, credit cards and groceries,
Microsoft Excel also generated the data
points for my horizontal and vertical axes. And also it
inserted a generic a legend on the right side
of our chart. Finally it enabled the Chart Tools contextual menu
in the Tile bar.
If you look
closely, there are three tabs including Design, Layout
and Format under the Chart Tools Menu. These tabs will
let you fine tune your chart settings even
further. Before we study the functionality under these
tabs, I would like to switch my chart to maybe another chart
If I click on Change Chart Type, it will open up a
new dialog box shown as below
I will go
ahead and choose 3-D Pie and then click on OK. Here is a
screen capture right below.
I think this looks a lot
better than the 2-D bar chart that we had earlier. Now
we are able to see the breakdown of our expenses by different
color and size of the pie. Let us go ahead and save our
personal budget workbook for now before proceeding onwords.
the Design Tab a little bit more. Using the Chart
Styles group, I can easily change the color scheme of my pie
chart. I would like to use a strong color for the
background instead of the plain white one that we currently
How about style 42 of the black
background? I like it so I will go ahead and select it
and then click OK. Here is the command and the outcome
of this action in the following two
I want to change the overall chart layout so I am able to see
the Chart Title. From the Chart Layouts group, I was
able to see a few predefined layouts when I selected
the drop down list. I like Layout 6 with the chart
title on top and the chart legend on the right side so I
picked this one.
Another cool feature I like
about this chart layout is that our expenses are now broken
down by percentage so my mortgage is 33%of my total expenses,
I need a new house!! Here are the screen shots from the
Chart layouts exercise.
Different type of charts in Microsoft Excel 2007 I want
to explain the different type of charts in Microsoft Excel
2007 before moving onto of the next group. Here is a
brief description on the chart types:
-Column chart is
the most common type of chart and is typically used to plot
data against categories for example product types, Sales
-Bar chart has the same effect as column chart
except in shows the data across the horizontal axis stepped
off the where to call axis.
-Line and area charts are useful
to show trends or time for example a stock price Chart
displayed or time.
-The pie chart is beneficial in
understanding breakdown and allocation of quantity. This
is the one be used for our personal budget.
-Scatter also known as xy
chart are useful in mathematical and scientific settings. They
help you understand relation between X and Why
gears and move back to the table group. This group will
let you analyze your data using tables and pivot tables.
We will cover pivot tables in an advanced video training, so
let's try the table command.
Utilizing the table
feature, you can sort filter and format portion of your
workbook. This gives you the ability to manipulate a
subset of the data in an Excel Sheet. Go ahead and select the
expenditure data is cells B8 through C20 as shown
You will get the Create Table dialog box where you can confirm the
location and table header information. I'm going to
simply click OK to move onto the next step.
look at the illustration below, you will observe that
Microsoft Excel 2007 has now applied some formatting to our
expenses data in addition to providing us with drop downs for
headers. The drop down arrows are a handy feature that
provide instant sorting and filtering
Here is a screen shot for your
notice that as you select the table, you will be provided
the Table Tools Menu which includes the
Design Tab. This is one of those
contextual tabs that only show up when you are
working with a certain object. Using this tab you can
change the layout and formatting of your table.
We would like to add some bright color to
our table so let us browse to the Table
Styles group. We will choose table style Medium 3 from our
styles gallery. Notice as you move your mouse around, you will get a live preview
of the new graphic settings.
end result of our choice.
thing I want to talk about the tables is Sorting and
Filtering capability. If I want to sort the Amount
(Column C) from highest to lowest, I can click on the dropdown
and choose sort largest to smallest.
There's a screen capture of this action
Now all the
data in our table has been sorted from the highest to
lowest expense in order: mortgage, car payment,
credit cards etc. If you are satisfied with all the
changes, go ahead and save the file.
Here is what the final version of our Excel Workbook.
We can now move on to
the illustrations group and see how we can insert
graphics into Excel workbook. Let's say that we need to
insert a picture that portrays budget relevance into our Excel
sheet. How can we achieve this task?
We can click on
Insert Tab and select picture command from the illustrations group.
This will launch the insert picture dialog box
where you can browse for pictures or images on
your computer. In our case I'm going to use a sample
pictures for our budget Excel sheet. Here are the two
related screen captures for this task.
has been inserted next to our data. Observe that
now we have the Format Tab on the Picture Tools
ribbon. We can use it to further enhance our picture by
using options like brightness, contrast, picture styles,
alignment and size dimensions.
I went ahead and
used one of the picture styles from the galleries to give our
picture a little rotation. Here's the effect of this
Office button, you can do a Print Preview of your
workbook. When I did this I was able to see the
The looks pretty good with the data on the left,
picture on the right and the Pie Chart on the bottom.
Let's go ahead and save our document by clicking on
the Save icon on the Quick Access Toolbar.
I think we are close to being done with our
personal budget workbook.
We need just one more thing which is to add a Header
section to our workbook. I can do just that by using the
Header and Footer command under the Text group. This is
where you can find the command
observe a few changes on the workbook now.
Excel converted the layout view from Normal to Page
Layout. This is helpful to see your data as it would
look like when it is sent to the printer. In the old
school days, you basically had to print and pray to
Excel Gods for your screen view to match printer
out, Not Anymore!
We can see the margins on
all sides of the worksheet in addition to the left/right
rulers and column/row headings separated from the
worksheet. We also see the header elements where I can
enter additional information about my data. I went ahead
and inserted text My Personal Budget into the
middle element and also made a bold. I also inserted the
date field in the left header section.
Here is the
screen capture of this.
Now when I do a final print preview, my
Grades Excel workbook is professional looking as shown below
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