Introduction
A
chart
is a tool you can use to
communicate information graphically
. Including a chart in your document can help you illustrate numerical data like comparisons and trends so it's easier for the reader to understand.
Optional: Download our
practice document
.
Watch the video below to learn more about creating charts.
Types of charts
There are several
types
of charts
to choose from. To use charts effectively, you'll need to understand what makes each one unique.
Click the arrows in the slideshow below to learn more about the types of charts in Word.
-
Word has a variety of chart types, each with its own advantages. Click the arrows to see some of the different types of charts available in Word.
-
Column charts use vertical bars to represent data. They can work with many different types of data, but they're most frequently used for comparing information.
-
Line charts are ideal for showing trends. The data points are connected with lines, making it easy to see whether values are increasing or decreasing over time.
-
Pie charts make it easy to compare proportions. Each value is shown as a slice of the pie, so it's easy to see which values make up the percentage of a whole.
-
Bar charts work just like column charts, but they use horizontal rather than vertical bars.
-
Area charts are similar to line charts, except the areas under the lines are filled in.
-
Surface charts allow you to display data across a 3D landscape. They work best with large data sets, allowing you to see a variety of information at the same time.
-
Identifying the parts of a chart
In addition to chart types, you'll need to understand how to
read a chart
. Charts contain several different elements—or parts—that can help you interpret data.
Click the buttons in the interactive below to learn about the different parts of a chart.
Inserting charts
Word utilizes a separate
spreadsheet window
for entering and editing chart data, much like a spreadsheet in Excel. The process of entering data is fairly simple, but if you're unfamiliar with Excel, you might want to review our
Cell Basics
lesson.
To insert a chart:
-
Place the
insertion point
where you want the chart to appear.
-
Navigate to the
Insert
tab, then click the
Chart
command in the
Illustrations
group.
-
A dialog box will appear. To view your options, choose a
chart type
from the left pane, then browse the
charts
on the right.
-
Select the desired
chart
, then click
OK
.
-
A chart and spreadsheet window will appear. The text in the spreadsheet is merely a
placeholder
that you'll need to replace with your own source data. The source data is what Word will use to create the chart.
-
Enter your
source data
into the spreadsheet.
-
Only the data enclosed in the
blue box
will appear in the chart. If necessary, click and drag the
lower-right corner
of the
blue box to manually increase or decrease the data range.
-
When you're done, click
X
to close the spreadsheet window.
-
The chart will be complete.
To edit your chart again, simply select it, then click the
Edit Data
command on the
Design
tab. The spreadsheet window will reappear.
Creating charts with existing Excel data
If you already have data in an
existing
Excel file
that you'd like to use in Word, you can
copy and paste
it instead of entering it by hand. Just open the spreadsheet in Excel, copy the data, then paste it as the source data in Word.
You can also
embed
an existing Excel chart into your Word document. This is useful if you know you're going to be updating your Excel file later; the chart in Word will update automatically any time a change is made.
Read our guide on
Embedding an Excel Chart
for more information.
Modifying charts with chart tools
There are many ways to customize and organize your chart in Word. For example, you can quickly change the
chart type
,
rearrange
the data, and even change the chart's
appearance
.
To switch row and column data:
Sometimes you may want to change the way your chart data is
grouped
. For example, in the chart below the data is grouped
by genre
, with columns for
each month
. If we switched the rows and columns, the data would be grouped
by month
instead. In both cases, the chart contains the same data—it's just presented in a different way.
-
Select the
chart
you want to modify. The
Design
tab will appear on the right side of the Ribbon.
-
From the
Design
tab, click the
Edit Data
command in the
Data
group.
-
Click the
chart
again to reselect it, then click the
Switch Row/Column
command.
-
The rows and columns will be
switched
. In our example, the data is now grouped by month, with columns for each genre.
To change the chart type:
If you find that your chosen
chart type
isn't suited to your data, you can change it to a different one. In our example, we'll change the chart type from a
column
chart to a
line
chart.
-
Select the
chart
you want to change. The
Design
tab will appear.
-
From the
Design
tab, click the
Change Chart Type
command.
-
A dialog box will appear. Select the desired
chart
, then click
OK
.
-
The new chart type will be applied. In our example, the line chart makes it easier to see trends over time.
To change the chart layout:
To change the arrangement of your chart, try choosing a different
layout
. Layout can affect several elements, including the
chart title and data labels.
-
Select the
chart
you want to modify. The
Design
tab will appear.
-
From the
Design
tab, click the
Quick Layout
command.
-
Choose the desired
layout
from the drop-down menu.
-
The chart will update to reflect the new layout.
If you don't see a chart layout that has exactly what you need, you can click the
Add Chart Element
command on the
Design
tab to add
axis titles
,
gridlines
, and other chart elements.
To fill in a placeholder (such as the
chart title
or
axis title
), click the element and enter your text.
To change the chart style:
Word's
chart styles
give you an easy way to change your chart's design, including the color, style, and certain layout elements.
-
Select the
chart
you want to modify. The
Design
tab will appear.
-
From the
Design
tab, click the
More
drop-down arrow in the
Chart Styles
group.
-
A drop-down menu of styles will appear. Select the
style
you want.
-
The chart style will be applied.
For even faster customization, use the formatting shortcuts to the right of your chart. These allow you to adjust the
chart style
,
chart
elements
, and even add
filters
to your data.
Challenge!
-
Open our
practice document
. You will also need to download our
practice workbook
.
-
Insert a
Line
chart into our practice Word document.
-
Open our
practice workbook
in Excel. Copy the data and paste it into the chart's spreadsheet.
-
Change the
chart title
to
Monthly Sales
.
-
Change the
chart type
to
Stacked Column
.
-
Use the
Quick Layout
drop-down menu to change to
Layout 3
.
-
Use the
Add Chart Element
drop-down menu to add a
Primary Vertical Axis Title
.
-
Double-click the axis title, then rename it
Sale Profits
.
-
Switch
the
Row/Column
data.
-
When you're finished, your chart should look something like this: