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Excel Insert Menu: Table, Pictures, Charts, Filter, Hyperlink, Word Art Page

Insert Menu Overview

1. Table

  • Purpose: To organize and manage data efficiently with a structured format that allows for easy sorting, filtering, and styling.
  • Usage:
    • Access: Click Insert > Table.
    • Create a Table: Select a range of cells containing data you want to convert into a table. Excel will automatically select the range based on the current selection.
    • Table Options:
      • Headers: Choose whether your data range includes headers. Headers are the first row of your table and will be used for column names.
      • Design Tab: Once the table is created, use the Table Design tab to customize styles, add or remove columns, and adjust table properties.
    • Features: Tables offer filtering options, automatic formatting, and easy referencing in formulas.

2. Pictures

  • Purpose: To insert images into your worksheet for better visual representation or decoration.
  • Usage:
    • Access: Click Insert > Pictures.
    • Insert Options: Choose to insert pictures from your device or online.
      • This Device: Select an image file from your computer.
      • Online Pictures: Search for images online and insert them into your worksheet.
    • Editing: Once inserted, you can resize, crop, and format pictures using the Picture Tools tab.

3. Charts

  • Purpose: To create visual representations of your data to help analyze trends, patterns, and comparisons.
  • Usage:
    • Access: Click Insert > Charts.
    • Chart Types: Choose from various chart types, including:
      • Column: Shows data changes over time.
      • Line: Displays trends and data points over time.
      • Pie: Illustrates the proportions of data.
      • Bar: Compares data across categories.
      • Others: Includes area charts, scatter plots, and more.
    • Creating a Chart: Select your data range and then choose the desired chart type. Excel will generate the chart and place it in your worksheet.
    • Customization: Use the Chart Tools tabs to modify chart styles, add titles, labels, and legends.

4. Filter

  • Purpose: To sort and display only the data that meets specific criteria, making it easier to analyze subsets of your data.
  • Usage:
    • Access: Click Insert > Filter (or apply filters directly from the Data tab).
    • Apply Filters: Select the range of data or table and then click Filter. Filter arrows will appear in the column headers.
    • Filter Options: Click the filter arrow in a column header to choose criteria such as specific values, ranges, or conditions (e.g., greater than, less than).

5. Hyperlink

  • Purpose: To create links to other documents, web pages, or specific locations within the same workbook.
  • Usage:
    • Access: Click Insert > Hyperlink (or right-click on a cell and choose Hyperlink).
    • Link Options: Choose from:
      • Existing File or Web Page: Link to an external document or website.
      • Place in This Document: Link to a specific cell or range within your current workbook.
      • Create New Document: Create and link to a new document.
      • Email Address: Create a link that opens an email message.
    • Setting the Link: Enter the address or select the destination, and provide display text if needed.

6. Word Art

  • Purpose: To add stylized text with artistic effects, making titles or important text stand out.
  • Usage:
    • Access: Click Insert > WordArt.
    • Select Style: Choose from various WordArt styles and enter your text.
    • Customize: Use the WordArt Tools tab to change the text style, font, size, color, and effects. You can also rotate or adjust the position of the WordArt.

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