Want to create a dynamic chart without leaving your Word document? You can easily embed an Excel chart into your document to create visuals that update as the data changes. This article will walk you through the steps to embed a chart in a Word document.
How to Embed a Chart in a Word Document Using Excel
Struggling to show complex data in a simple way? Good news: embedding a chart in a Word document using Excel is easy! Here’s how:
- Access and open the Excel sheet with the data you want to embed.
- Select the data and create a chart that illustrates your data insights.
- That’s it – you’ve embedded your chart!
Image credits: pixelatedworks.com by Joel Arnold
Access and Open the Excel Sheet with the Data You Want to Embed
To embed a chart in a Word document using Excel, follow these steps:
- Open Microsoft Excel.
- Find the Excel file you want to embed.
- Double-click to open it.
- Save frequently used Excel sheets in an easily accessible location.
- Create a specific folder for Excel sheets used for embedding charts.
Now, select the data and create a chart.
Select the Data You Want to Embed and Create a Chart
To embed a chart from Excel into a Word document, firstly you must select the data. Here is a five-step guide to help you:
- Open an Excel worksheet and enter the data.
- Select the entire range of data with your mouse.
- Click on the Insert tab on the Excel Ribbon.
- Choose the type of chart that best represents your data from the Charts group.
- Customize your chart as per your preferences.
Ensure the data is organized and presentable. Avoid excess info as it could clutter your document. Check that the chart complements the subject matter and style of your document. Add labels, legends or captions to make it easier to understand.
Now, let’s add the chart to the Word document.
How to Add the Chart to the Word Document
Creating reports and documents with charts can provide visual context like nothing else! They show patterns and trends in data that may not be obvious. In this guide, I’ll explain how to add a chart to a Word doc.
- Open the document
- Click the Insert Tab
- Then pick the Object Option
- And select the chart you want
Whether you’re in business or school, you’ll be adding charts to Word in no time!
Image credits: pixelatedworks.com by Adam Washington
Open the Word document and select the Insert Tab
To embed a chart in a Word document, start by opening the document and select the Insert Tab. This will give access to a range of media, such as tables, photos, and charts.
Here’s a 6-step guide:
- Open Microsoft Word.
- If you already have a document, double-click it. Otherwise, create a new one.
- Look for the “Insert” tab. Click on it.
- You’ll see options like “Picture,” “Clip Art,” “Table,” “Chart”, and more.
- Choose “Chart” from the Illustrations list.
- Now you can create or import a chart from Excel.
It’s essential to follow these steps precisely to be able to add the chart correctly.
To insert more things, like images or captions, use this same method.
It’s worth noting that embedding charts simplifies data analysis for readers, since they can view large datasets easily without analyzing raw data.
In our next section, we’ll go into detail about how to move forward after opening the Insert tab.
Choose the Object Option and Select the Chart You Want to Embed
My colleague was having trouble embedding a chart from Excel into his Word document. Here’s how to do it:
- Open your Excel workbook with the chart you want to embed.
- Select and copy the chart using Ctrl + C or right-clicking and clicking Copy.
- Go to the Word document you want to insert it into.
- Place the cursor where you want to embed the chart.
- Go to Insert > Object > Create from File tab and click on Browse. Find your Excel file, select it, and hit OK.
Now you need to choose the chart to insert:
- Click on the embedded object within Word, which will open Excel.
- Press CTRL+A (Select All) or select the rows around the chart.
- Press ALT+E+S. This will open a dialogue window with options.
- Choose one of the entries from the drop-down menu.
You can also link the chart and keep it up-to-date. When changes are made to the Excel chart, they will be reflected immediately in the Word document.
How to Link the Chart and Keep it Up-to-Date
I’m a Microsoft Office user. I know that embedding charts in Word docs is valuable. It helps to make reports and presentations more exciting. Plus, it’s easy to update info from Excel.
In this section, we’ll learn how to link Excel charts to Word docs. To do this, we must select the ‘link’ option, then choose the ‘automatically update’ option. Lastly, click OK to save the changes. Following these steps will help you present accurate information quickly!
Image credits: pixelatedworks.com by Adam Duncun
Select the Link Option and Choose to Update the Chart Automatically
To update your chart automatically, follow these four steps:
- Select the Excel chart you want to embed in your Microsoft Word document.
- Right-click and choose Copy.
- Open your Word doc, place the cursor where you want the chart, and right-click. Select Paste Special instead of Paste.
- When prompted with options, choose Link instead of Embed.
It is important to use Linking to keep your chart synchronized between Excel and Word. This avoids having to manually update the chart multiple times, saving time and reducing errors.
When making changes to the source data in Excel, Microsoft should prompt you with an update message. If it doesn’t, double-click the chart in the document and click Refresh Data in the Chart Tools ribbon bar.
By linking charts instead of embedding them, your readers will always have access to accurate information – even when you update it regularly! Finally, click OK to save all these modifications.
Click OK to Save the Changes
To save changes in a click of ‘OK’, do these 3 easy steps:
- Click ‘File’ in the top left corner of the screen after making any changes to the chart in Excel.
- Select ‘Close’ to go back to the Word document.
- When you see a message asking to update the chart, click on ‘Yes’.
Clicking ‘OK’ saves the changes and reflects them in the Word document. Don’t forget this step or else the chart displayed might be wrong or outdated!
Remember that when you embed a chart in a Word doc, it won’t automatically show any updates in the original Excel file. So, it’s essential to click ‘OK’ whenever any changes are made.
Here are some tips to keep track of when you made changes:
- Add notes or comments in Word to remind yourself to update the chart.
- Set reminders on your phone or computer.
Now that the ‘OK’ is done, let’s learn how to format our charts for optimum display in Word documents.
How to Format Your Chart
Formatting is major when you embed charts in Word docs. Let’s find out how to format to make it look pro! First, pick the chart and use the Chart Tools tab to change its formatting. Then, add text and shapes to your chart with the Drawing Tools tab. This’ll make your chart into a masterpiece! So, let’s get started!
Image credits: pixelatedworks.com by James Washington
Select the Chart and Use the Chart Tools Tab to Adjust Its Formatting
Select the chart and adjust its formatting. Firstly, open the Excel file containing the chart you wish to embed. Click on any part of the chart with your cursor, and you’ll see Excel’s ‘Chart Tools’ tab on the main menu. Click the respective buttons to modify the chart as a regular worksheet. Customize labels, change colors/gradients, add borders/shading, resize elements and more.
Ensure all necessary data is included and organized in Excel correctly. Edit tables and ranges if something needs changing or updating. Select the chart. Then, use the Chart Tools and:
- Click ‘Design‘ for pre-defined layouts.
- Click ‘Layout‘ to modify the overall look.
- Click ‘Format‘ for custom design options.
- Click ‘Series Options‘ to specify details of multi-series charts.
- Use ‘Axes‘ settings for controlling axes scales.
- Under ‘Chart Elements,’ enable/disable legends/gridlines.
Formatting helps bring clarity to insights. Failing to consider presentation could raise doubts about credibility. Insert text/shapes to further impact your audience. Next, explore how to do this using Excel’s Drawing tools tab in Word.
Add Additional Text and Shapes to Your Chart Using the Drawing Tools Tab
Adding extra text and shapes to your Excel chart is easy with the Drawing Tools tab. Follow these four steps:
- Click on the chart you want to edit.
- Go to the “Drawing Tools” tab in the ribbon.
- Select the shape or text box you need from the “Insert Shapes” group.
- Click and drag the chart to create your desired shape or text box.
You can customize the shape or text box further using color, size and font options. The Drawing Tools tab also gives you formatting choices like outline colors and thickness, fill colors, and shading styles. Align or position the shape or text box precisely using the Drawing Tools tab.
For consistency between multiple charts or elements, use the “Themes” dropdown menu in the Page Layout tab to create custom themes.
To summarize, use the Drawing Tools tab to add more meaning to your chart with labels and annotations. You can also make your chart look even better by changing its color, size, font, and alignment. Finally, remember to save your document to avoid data loss and secure it from unauthorized access.
Save Your Document
Losing work due to technical difficulty? Frustrating and time-consuming! That’s why it’s important to learn how to save properly. Here’s how to save an Excel chart in a Word document. Firstly, access the File tab and choose Save As. Name and save your document. Then choose the right file format for your needs. This quick and easy save process will protect your hard work.
Image credits: pixelatedworks.com by Joel Duncun
Access the File Tab and Choose the Save As Option
Mastering the ‘Save As’ option is a must when working with MS Office programs like Word and Excel. Here’s how:
- Open a new or existing document.
- Click the File tab at the top left.
- Select the Save As option from the drop-down menu.
- A dialogue box will appear. Enter a file name, and choose its location on your computer.
- Then click ‘Save’.
Regularly saving your work is essential to avoid accidental data loss. When saving important documents, use ‘Save As’ and give your file a unique name or select a different file type.
Knowing how to access the File tab and use its options properly makes using MS Office programs much more efficient. I learned this the hard way, when a power outage caused me to lose all my unsaved work. Always save often!
Select the Appropriate File Format and Save Your Document
Ensuring your document is saved perfectly? Follow these 5 steps!
- Work out the purpose of your document – print or share?
- Choose the file format to match the purpose – PDF/XPS for printing, DOCX/HTML for sharing electronically.
- Go to ‘File’ on the menu bar and click ‘Save As’, and give your document a name.
- On the ‘Save As Type’ drop-down menu, select the desired file format.
- Click ‘Save’ to save your document in the chosen format.
Remember: the wrong file type can cause formatting errors, so it’s important to pick the right one. This ensures compatibility with different devices and programs, and that the viewer can access all features without data loss or formatting errors.
FAQs about Embedding A Chart In A Word Document In Excel
1. How to Embed a Chart in a Word Document in Excel?
To embed a chart in a Word document using Excel, you need to create a chart in Excel and copy it. Then, go to the Word document where you want to insert the chart, place the cursor where you want to insert it, and paste the copied chart. The chart will be embedded in the Word document.
2. Can I edit the embedded chart in the Word document?
Yes, you can edit the embedded chart in the Word document. Double-click on the chart, and it will open in Excel, where you can make the necessary changes. Once you’re done editing, close Excel, and the changes will be automatically updated in the embedded chart in the Word document.
3. Can I change the size of the embedded chart in the Word document?
Yes, you can change the size of the embedded chart in the Word document. Click on the chart, and you’ll see sizing handles. Use these to resize the chart as per your requirements.
4. How can I move the embedded chart within the Word document?
To move the embedded chart within the Word document, click on it to select it. Then, click and drag it to the desired location in the document.
5. What if the embedded chart in the Word document is not updating after making changes in Excel?
If the embedded chart in the Word document is not updating after making changes in Excel, try updating it manually. Right-click on the chart and select “Update Link.” This should update the chart in the Word document with the latest changes from Excel. If this doesn’t work, try copying and pasting the chart again.
6. Can I change the chart type of the embedded chart in the Word document?
Yes, you can change the chart type of the embedded chart in the Word document. Double-click on the chart to open it in Excel, and then select the new chart type from the “Design” tab in the Excel Ribbon. Once you’ve made the changes, save and close Excel, and the updated chart type will be reflected in the embedded chart in the Word document.
Nick Bilton is a British-American journalist, author, and coder. He is currently a special correspondent at Vanity Fair.