Import a chart to Microsoft Word

Level of difficulty: Intermediate

As a principal you will often find yourself writing reports in which numerical data such as budgets are included. You would ideally be processing that numerical data in a spreadsheet such as Microsoft Excel. You will want to include either the data or a graph in your report, which you are writing in a   Microsoft Word document. You may also want the data to be updated every time you open the file in Microsoft Word. You will work in Microsoft Word and Microsoft Excel to import a chart from a spreadsheet into a word processor. 

 

Click here for example

 

Import your own chart into your own document - one which you will find useful. Alternatively, follow this example. To do so you would typically work through the following steps:

 
Description
Resources
1 Start Microsoft Word. How to start Microsoft Word
2 Type the text into  Microsoft Word.  
3 Start Microsoft Excel. How to start Microsoft Excel
4 Enter your data in a spreadsheet.  
5 Create a chart (graph) of the data. How to create a graph
6 Link the Microsoft Excel graph in Microsoft Word: You can link the Excel graph to Word so that changes made to the Excel graph automatically reflect in the Word document. How to create a dynamic link
7 Insert footnotes for sources: In Microsoft Word, indicate references to your information sources at the bottom of each page. How to insert footnotes
8 Save your document: Save both your documents. How to save a file
9 Update the graph at any time: Usually the graph updates when you open or print the word processor document. 

How to update a link

Note:  You must save the Excel sheet before you will see changes in the Word Document.

 

Related scenarios

Write a report in Microsoft Word

Create a budget in Microsoft Excel

Create a chart in Microsoft Excel

   
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