Charting Data in Word
• A chart or graph presents data visually.
• A chart depicts numeric data in a graphical
• If Excel is installed on the system, Excel’s
tools will be available for creating and
• If Excel is not available, Word uses Microsoft
Graph for creating charts.
Creating a Chart
• Word enables you to create 11 basic chart types,
including column, bar, pie, area, and line charts.
• To start inserting a chart, click the
Chart button in the Illustrations group
of the Insert tab.
• In the Insert Chart dialog box that appears, click
the overall chart type in the list at the left and the
chart subtype in the choices at the right, and then
Creating a Chart
Creating a Chart
• A sample chart appears, along with an Excel
spreadsheet containing sample data.
• Type the desired data over the sample data, pressing
Tab to move between cells.
• To change the chart
data range to ensure
that all the data
you’ve entered is
included in the chart,
drag the blue border.
• Close the Excel
button when you
finish entering the
Changing Chart Design
• When you insert or create a chart, the Chart
Tools Design tab becomes available.
• The choices on the tab enable you to change
the chart type, edit chart data, change the
chart layout, or apply a chart style.
Changing the Chart Type
• To begin the process for changing the chart
type, click the Change Chart Type button in
the Type group of the Chart Tools Design tab.
• In the Change Chart Type dialog box, click an
overall chart type in the list at the left and the
Saving a Chart as a Template
• If you spend a lot of time formatting a chart
and would like to use the same chart again,
save the chart as a template.
• Click the Save As Template button in the
Type group of the Chart Tools Design tab.
• Enter a name in the Save Chart Template
dialog box, and click Save.
Working with Chart Data
• Use the buttons in the Data group of the Chart Tools
Design tab to adjust the data on which the chart is
• Click the Edit Data button to reopen the Excel
worksheet, make the desired data changes, and then
close the worksheet window.
• Click the Switch Row/Column button to change which
cells are identified as holding each chart series.
Changing Chart Layout and Style
• Word includes predefined layouts and styles
that you can apply to a chart.
• Click one of the
available layouts in
the Chart Layouts
group of the Chart
Tools Design tab.
• You also can click the More button in the
Chart Layouts group to display more styles,
and then click the one to apply.
• What application, when installed, enables you
to enter the data for a chart?
• How do you start the process for inserting a
• Name at least one chart type you can insert.
• What Ribbon tab offers the choices for
redesigning a chart?
• What do you do if you think you want to
reuse a chart that you’ve designed?
Formatting Chart Layout
• When you insert or select a chart, you also
can use the Chart Tools Layout tab to format
or modify specific chart elements.
• Also insert chart elements, add labels,
customize the background, and analysis items
using the toolbar.
Selecting Chart Elements
• You have to select a chart element to format
or modify the element.
• Click an element to select it.
• Or, click the Chart Elements
button in the Current
Selection group of the Chart
Tools Layout tab, and then
click the element to select.
Formatting the Selected Element
• Clicking Format Selection in the Current
Selection group of the Chart Tools Layout tab
opens a dialog box with formatting choices
specific to the selected item.
• Make the formatting
choices that you want
in the dialog box, and
then click Close.
Inserting an Element
• Insert a picture, shape, or text box in a chart
to enhance the chart information.
• With the chart selected, use the Picture,
Shapes, or Draw Text box button from the
Insert group of the Chart Tools Layout tab to
insert the object.
• After inserting the
object in the chart,
size and position it
Adding and Positioning Labels
• Elements of a chart, such as the chart itself or a
chart axis, can have labels if you prefer to add
• Use the buttons in the
Labels group of the
Chart Tools Layout tab
to add and position labels
for chart element.
• Click the button, click
the position, and then
type the desired label text.
• Drag a label to finalize its
position if desired.
Adding a Legend
• A legend identifies each chart series and the
color used for it on the chart.
• Click the Legend button the Labels group of
the Chart Tools Layout tab,
and then click the desired
• Drag the legend to its final
location on the chart,
Customizing the Chart Background
• The choices in the Axes, Background, and
Analysis groups of the Chart Tools Layout
tab enable you to control elements that appear
in the chart background area.
• Use any of the buttons to add or remove
as gridlines that
help the viewing
• What Ribbon tab holds the choices for formatting
• Name one method for selecting a chart element.
• Name one type of element you can insert on a chart
to illustrate chart information.
• Describe generally how to add and position a chart
• What do you display on a chart to identify the color
used for each series?
Changing Chart Formatting
• When a chart is inserted or selected, the Chart
Tools Format tab also becomes available.
• Apply a predefined style to a shape or a
WordArt style to text.
• Also use tab options to arrange and size the
Applying Shape Styles
• Use the choices in the Shape Styles group of
the Chart Tools Format tab to apply
formatting to a selected chart object or even a
selected series on the chart.
• Select the object to format, then use the
desired button in the group to apply
Applying WordArt Styles
• To apply a style to
chart text, first use
the Chart Element
button in the Current
(also found on the
Chart Tools Format
tab) to select the
item to format.
• Then use the choices
on the WordArt
Styles group of the
tab to apply the
Arranging a Chart
• Use the choices in the
Arrange group of the
Chart Tools Format tab to
make such adjustments as
choosing a position for the
chart on the page or
controlling how text
wraps around the chart.
• Select the chart, and then
apply the desired choices
from the Arrange group.
Sizing a Chart
• Drag a handle on the selected chart to change
• Or, make a precise entry in the Shape Height
or Shape Width box in the Size group of the
Chart Tools Format tab to specify a precise
• What is the third Ribbon tab that appears when you
create or select a chart?
• Name at least three items (text or other) to which
you can apply a style.
• Name at least one arrangement setting you can
change for a chart.
• Name one way to size a chart.
• A chart illustrates numerical data • You can change the chart type
in a document. and data after creating the chart,
• Use the Chart button in the if needed.
Illustrations group of the Insert • Apply a different layout or style
tab to start the process for to the chart overall.
inserting a chart. • Select a chart element to change
• Select an overall chart type and its formatting.
then a subtype. • Display and position labels as
• Enter the data in the Excel needed.
worksheet that appears. • Format other chart elements,
• Three Chart Tools tabs appear making such changes as applying
when you insert or select a chart. styles.