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How to Create a Chart in Microsoft Word

Word 2021 - GGKEYS

Including a chart in your Word document can effectively illustrate data and enhance your content. Instead of creating a chart in another application and importing it, you can use Word’s built-in chart tool to streamline the process. Here’s how to create, update, and customize charts in Word.

Creating a Chart in Word

  1. Insert the Chart:
    • Place your cursor where you want the chart in the document.
    • Navigate to the Insert tab and select Chart in the Illustrations section.
  2. Choose the Chart Type:
    • In the pop-up window, select a chart type from the menu on the left (e.g., bar, column, pie, or line).
    • Pick a specific style on the right and click OK to insert the chart.
  3. Enter Data in the Spreadsheet:
    • An Excel-like spreadsheet will open with sample data.
    • Replace the sample data with your own or paste data from another source.
    • The chart in Word will automatically update as you edit the data.

Updating Chart Data

If you need to modify the chart data later, follow these steps:

  1. Select the chart and go to the Chart Design tab.
  2. Click Edit Data and choose one of the following options:
    • Edit Data: Opens the simplified spreadsheet for quick changes.
    • Edit Data in Excel: Opens the full version of Excel, providing advanced tools for data editing.

Customizing Your Chart

Word offers a variety of options to customize your chart’s appearance:

1. Using the Chart Design Tab:

  • Select the chart and open the Chart Design tab.
  • Adjust elements like the chart title, legend, and layout.
  • Change colors or styles to align with your document’s theme.
  • Use the Change Chart Type option if another chart type better suits your data.

2. Using the Format Chart Sidebar:

  • Right-click the chart and select Format Chart Area, or double-click the chart.
  • In the sidebar, use the Chart Options drop-down to focus on specific parts of the chart (e.g., series, axis, or title).
  • Customize details like fill colors, line styles, effects, and text properties.

3. Using Floating Buttons (Windows Only):

  • When you select the chart, floating buttons appear to the right.
  • Use these buttons to:
    • Adjust Layout Options for text wrapping.
    • Add or remove Chart Elements like labels or gridlines.
    • Apply Chart Styles to change the color and overall look.
    • Use Chart Filters to focus on specific data points.

Why Use Word’s Built-In Chart Feature?

Creating a chart directly in Word saves time, especially when working with smaller datasets. It eliminates the need to switch between applications and ensures your chart seamlessly integrates with the rest of your document. For more advanced visualizations, you can always edit the chart in Excel if needed.

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