Tuesday, December 20, 2016

Insert a chart from an Excel spreadsheet into Word

Insert a chart from an Excel spreadsheet into Word

Copy/paste is the simplest way to insert a chart from an Excel spreadsheet into your Word doc. You can change the chart, update it, and redesign it without ever leaving Word. Plus, if you change the data in Excel, you can automatically refresh the chart in Word.

Example of an Excel chart pasted into a Word doc

  1. In Excel, click the chart, and press Ctrl+C (or click Home > Copy).

  2. In your Word doc, click where you want the chart to appear, and press Ctrl+V (or click Home > Paste.)

The chart is linked to the original Excel spreadsheet. If the data in the spreadsheet change, the chart updates automatically.

You can also update the chart by clicking it and, under Chart Tools, clicking Design > Refresh Data.

If you'd rather create an Excel chart in Word from scratch, see Create an Excel chart in Word.

Edit a chart in Word

To change the design or data for a chart in Word, click the chart to open Chart Tools > Design.

Choose from many chart styles, types, and elements, or, to edit the data, under Design, click Data > Edit Data.

Or click the chart to show the four buttons for Layout Options, Chart Elements, Chart Styles, and Chart Filters along the right edge, and use them to modify the chart.

Image of an Excel chart pasted into a Word doc and four layout buttons

Note:  If you inserted the chart as a Picture, you can't edit the chart, but you can adjust the picture. Click the chart to open Picture Tools.

More ways to insert Excel charts

There are actually five options for pasting Excel charts into Word. Two of them embed a copy of the whole workbook, two keep the chart linked to the original workbook instead of embedding it, and one converts the chart into a picture. (If none of those does exactly what you want, you can also click Paste Special.)

  1. In Excel, click the chart you want to paste into Word, and then press Ctrl+C (or click Home > Copy).

  2. In your Word doc, click Home, and under Paste, click the dropdown arrow to show the five Paste Options.

    Button group of five options for pasting Excel charts into Word

  3. Pause over each one to see the option description, and click the one you want.

Paste option

Color theme

Data refresh

Use Destination Theme & Embed Workbook

Matches the Word theme

Embeds a copy of the Excel workbook with the chart. The chart doesn't stay linked to the original workbook. To update the chart automatically, change the data in the embedded workbook.

Keep Source Formatting & Embed Workbook

Keeps the Excel theme

Embeds a copy of the Excel workbook with the chart. The chart doesn't stay linked to the original workbook. To update the chart automatically, change the data in the embedded workbook.

Use Destination Theme & Link Data

This is the default paste option (Ctrl+V).

Matches the Word theme

Keeps the chart linked to the original workbook. To update the chart automatically, change the data in the original workbook. You can also click Chart Tools> Design > Refresh Data.

Keep Source Formatting & Link Data

Keeps the Excel theme

Keeps the chart linked to the original workbook. To update the chart automatically, change the data in the original workbook. You can also click Chart Tools> Design > Refresh Data.

Picture

Becomes a picture

You can't update the data or edit the chart, but you can adjust the chart's appearance. Under Picture Tools, click Format.

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