How to Generate Reports from Excel Data (3 Easy Methods)

This sample dataset represents 3 Months (January – March), 2 Products (AC and Heater), and the Net Sales of a company.

We’ll generate reports on the Sum of Net Sales by Month and also by Products.

Method 1 – Inserting Chart to Generate Reports from Excel Data

STEPS:

• Select the range B4:C10.
• Go to Insert ➤ Recommended Charts.

• The Insert Chart dialog box will pop out.
• Select the required chart type from the left pane.
• In this example Clustered Column is selected. It will return a chart showing the Net Sales of each product in each month in 2 Different Colors.

• Press OK.
• The Month and Product drop-down icons allow the user to further sort the data as required.

• To save the chart as a picture, select the chart and right-click on the mouse.
• Choose Save as Picture.

Method 2 – Creating a Chart Manually

STEPS:

• Choose B4:C10 and select the Insert tab.
• Select the required chart type. In this example, the 2-D Line graph with Markers is selected.

• The chart can be modified by using the 3 different icons shown in the red box on the right-hand side of the chart.

• For instance,  the middle icon can be used to change the style.

Read More: How to Make Sales Report in Excel

Method 3 – Generating Reports with Excel PivotTable Feature

STEPS:

• Select B4:C10 at first.
• Click the Insert tab and choose PivotTable ➤ From Table/Range.

• A dialog box will appear, press OK.

• The PivotTable Fields dialog box appears.
• Check the Month and Net Sales.
• Place Month in the Rows  section and Net Sales in the Values section.

• This will return a report where the Sum of Net Sales is shown on the basis of Months.

• Clear the checkmark for the Month and place the Product in the Rows section.

• This will return a report based on the products.

• Go to PivotTable Analyze.
• Select Insert Slicer from the Filter section.

• The slicers allow the user to make changes to see their required results.

Read More: Create a Report in Excel as a Table

How to Print Reports Generated from Excel Data

STEPS:

• Go to the Insert tab.
• Select Header & Footer from the Text drop-down.

• Type the Header as below.

• Hide the sheets that you don’t want on the report.
• To do this, select the sheet and right-click on the mouse.
• Choose Hide.

• Go to the File tab.
• In the File window, select Print.
• Choose Print Entire Workbook, Landscape Orientation, Fit All Columns on One Page.

• Select Print and Excel will generate a PDF file of the report.

Read More: How to Create a Summary Report in Excel

Download Practice Workbook

Download the following workbooks to practice by yourself.

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