Adding a chart to a Word Document You can make a chart in Word or Excel. If you have lots of data to chart, create your chart in Excel, and then copy it into your document. This is also the best way if your data changes regularly and you want your chart to always reflect the latest numbers. In that case, when you copy the chart, keep it linked to the original Excel file. To create a simple chart from scratch in Word, click Insert > Chart and pick the chart you want. 1. Click Insert > Chart. 2. Click the chart type and then double-click the chart you want. Tip: For help deciding which chart is best for your data, see Available chart types. 3. In the spreadsheet that appears, replace the default data with your own information. Tip: When you insert a chart, small buttons appear next to its upper-right corner. Use the Chart Elements button is a more advanced option that shows or hides data in your chart. 4. When you’ve finished, close the spreadsheet. 5. If you want, use the Layout Options button to arrange the chart and text in your document. Copy an Excel 2016 chart to another Office application To use an Excel chart in a PowerPoint presentation or a Word document, copy the chart in Excel, and then use the paste options in the other Office program to insert the chart. 1. In Excel, click the chart to copy, and then press Ctrl+C. 2. Open the other Office app, click where to paste the chart and then press Ctrl+V. 3. Click Paste Options next to the bottom of the chart, and then choose how to paste the chart. 4. To keep the chart linked to the original worksheet, pick one of these options: o Use Destination Theme & Link Data This updates the chart formatting to match the destination formatting. o Keep Source Formatting & Link Data This keeps the chart formatting exactly as is. 5. To keep the data with the chart but break the link to the original worksheet, pick one of these options: o Use Destination Theme & Embed Workbook This updates the chart formatting to match the destination formatting. o Keep Source Formatting & Embed Workbook This keeps the chart formatting exactly as is. 6. To paste the chart as a picture, click Picture. The chart can't be edited or updated, but you can replace it with another picture later and apply picture formatting. Help me choose between embedding and linking a chart The main differences between linked charts and embedded charts are where the data is stored and how you update the data. For example, a monthly status report in Word may contain information that is separately maintained in an Excel worksheet. If you link the report to the worksheet, the data in the report can be updated whenever the source file (worksheet) is updated. If you embed the worksheet in the report, your report contains a static copy of the data. 1. Embedded object 2. Linked object 3. Source file Insert Method Information is stored in Linked Source file Information can be updated? Yes Embedding Destination file No Description Use this method when When you link an Excel chart, information in the destination file can be updated if you modify the source file. The destination file stores only the location of the source file, and it displays a representation of the linked data. When you embed an Excel chart, information in the destination file doesn’t change if you modify the source file. After the chart has been inserted into the destination file, it is no longer linked to the source file. You want to include information that is maintained independently and when you need to keep that information up to date in a document You don’t want changes in the source file to be reflected in the destination file. Recipients of the document are not interested in updating the linked information
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