Word 2013

Charts

Page 1

Introduction

Video: Charts

Watch the video (5:12).

A chart is a tool you can use to communicate data graphically. Including a chart in your document can allow your reader to see the meaning behind the numbers, and it can make showing comparisons and trends easier.

Optional: Download our Lesson 24 Practice Document.

Types of charts

Word has many different types of charts, allowing you to choose the one that best fits your data. In order to use charts effectively, you'll need to understand how different charts are used.

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 bars instead of vertical bars.
Area charts are similar to line charts, except that 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

Click the buttons in the interactive below to learn about the different parts of a chart.

Horizontal Axis

The horizontal axis (also known as the x axis) is the horizontal part of the chart.

In this example, the horizontal axis identifies the categories in the chart, so it is also called the category axis. However, in a bar chart, the vertical axis would be the category axis.

Legend

The legend identifies which data series each color on the chart represents. For many charts it is crucial, but for some charts it may not be necessary and can be deleted.

In this example, the legend allows the viewer to identify the different book genres in the chart.

Data Series

The data series consists of the related data points in a chart. If there are multiple data series in the chart, each one will have a different color or style. Pie charts can only have one data series.

In this example, the green columns represent the Romance data series.

Title

The title should clearly describe what the chart is illustrating.

Vertical Axis

The vertical axis (also known as the y axis) is the vertical part of the chart.

In this example (a column chart), the vertical axis measures the height, or value of the columns, so it is also called the value axis. However, in a bar chart, the horizontal axis would be the value axis.

Page 2

Inserting charts

Word uses a spreadsheet as a placeholder for entering chart data, much like Excel. The process of entering data is fairly simple, but if you are unfamiliar with Excel you might want to review our Excel 2013 Cell Basics lesson.

To insert a chart:

Select the Insert tab, then click the Chart command in the Illustrations group.

Clicking the Chart command
A dialog box will appear. Select a category from the left pane, and review the charts that appear in the right pane.
Select the desired chart, then click OK.

Inserting a chart
A chart and a spreadsheet will appear. The data that appears in the spreadsheet is placeholder source data that you will replace with your own information. The source data is used to create the Word chart.

The placeholder source data and the corresponding chart
Enter your data into the worksheet.

Entering data into the worksheet
If necessary, click and drag the lower-right corner of the blue line to increase or decrease the data range for rows and columns. Only the data enclosed by the blue lines will appear in the chart.

Dragging the blue line to decrease the data range
When you're done, click the X to close the spreadsheet.

Closing the Excel worksheet
The chart will be completed.

The completed chart

You can edit the chart data at any time by selecting your chart and clicking the Edit Data command on the Design tab.

The Edit Data command

Creating charts with existing Excel data

If you already have data in an existing Excel file that you would like to use for a Word chart, you can transfer the data by copying and pasting it. Just open the spreadsheet in Excel, select and copy the desired data, and paste it into the source data area for your Word chart.

You can also embed an existing Excel chart into your Word document. This can be useful when you know you'll need to update the data in your Excel file and would like the Word chart to automatically update whenever the Excel data is changed.

Read our guide on Embedding an Excel Chart for more information.

Page 3

Modifying charts with chart tools

There are many ways to customize and organize your charts. For example, Word allows you to change the chart type, rearrange a chart's data, and even change the layout and style.

To change the chart type:

If you find that your data isn't well suited to a certain chart, it's easy to switch to a new chart type. In our example, we'll change our chart from a line chart to a column chart.

Select the chart you want to change. The Design tab will appear on the right side of the Ribbon.

Selecting a chart to change
From the Design tab, click the Change Chart Type command.

Clicking the Change Chart Type command
A dialog box will appear. Select the desired chart type, then click OK.

Selecting a new chart type
The chart will change in the document.

The new chart type

To switch row and column data:

Sometimes you may want to change the way charts group your data. For example, in the chart below the book sales data is grouped by genre, with columns for each year. However, we could switch the rows and columns so the chart will group the data by year, with columns for each genre. In both cases, the chart contains the same data—it's just organized differently.

The data grouped by genre, with columns for each year

Select the chart you want to modify. The Design tab will appear.
From the Design tab, select the Edit Data command in the Data group.

Clicking the Edit Data command
Click the chart again, then select the Switch Row/Column command in the Data group.

The Switch Row/Column command
The rows and columns will be switched. In our example, the data is now grouped by year, with columns for each genre.
The switched row and column data

We've noticed that when numeric data has been entered in the first column of the spreadsheet, switching rows and columns may cause unexpected results. One solution is to type an apostrophe before each number, which tells the spreadsheet to format it as text (instead of a numeric value). For example, the year 2013 would be entered as '2013.

Adding an apostrophe before numeric data

To change the chart layout:

Word's predefined chart layouts allow you to modify chart elements—including chart titles, legends, and data labels—to make your chart easier to read.

Select the chart you want to modify. The Design tab will appear.
From the Design tab, click the Quick Layout command.

Clicking the Quick Layout command
Select the desired predefined layout from the menu that appears.

Selecting a layout
The chart will update to reflect the new layout.

The new chart layout

To change a chart element (such as the chart title), click the element and begin typing.

Changing the chart title

To change the chart style:

Chart styles allow you to quickly modify the look and feel of your chart.

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.

Clicking the More drop-down arrow
A drop-down menu of styles will appear. Select the style you want to use.

Changing the chart style
The chart will appear in the selected style.

The new chart style

You can also use the chart formatting shortcut buttons to quickly add chart elements, change the chart style, and filter the chart data.

Chart formatting shortcuts

Page 4

Challenge!

Open an existing Word document. If you want, you can use the Lesson 24 Practice Document.
Insert a new chart. If you're using the example, edit the data for the chart by deleting the data from October through December.
Try changing the chart type and layout.
Switch the row and column data.
Apply a chart style. If the new style includes a chart title or any labels, edit those.