Save yourself the hassle of having to manually transfer and update the data in your charts every time you make changes to relevant data by opting to embed excel charts to your Microsoft Word documents.There are certain areas to pay attention to when embedding the excel charts but when performed accurately, users will no longer have to worry about data. Here is a simple guide on how to embed excel charts into your Microsoft Word document in 5 steps:
1. Prepare
Before you begin embedding your Excel chart into your Microsoft Word file, make sure you know that the Excel file is ready for embedding so you can locate it easily when doing so. Make sure all information is up to date before you open up Microsoft Word and locate the insert tab. Choose the object command under your text group in Microsoft Word.
2. Embed
Once you have performed the following steps correctly, you will see a dialog window appearing. Choose the file tab and locate the create from file option. You will then be able to browse for your Excel file and choose the insert option. Be sure to check the option box located right next to link to file- this links all the data from your excel chart so that the embedded chart in Microsoft Word can automatically update itself whenever the excel files are updated.
3. Editing
If you have made a mistake or feel the need to edit your embedded excel chart in your Microsoft Word document again depending on the circumstances, you can do so. Microsoft Word has simplified the process by allowing users to access said chart simply by double clicking on it so that the spreadsheet containing source data will automatically appear. You can then make the relevant changes and finish editing. Remember to save the chart in Excel so information can be updated!
4. Remember
When you have finished embedding your excel charts into your Microsoft Word document, make sure that you do not delete or move the source file (original Excel file) away. If you do, your embedded excel chart will cease to function properly and you will have to re-embed the excel chart again so that the information is displayed correctly. A good recommendation is to consolidate your excel files and relevant resources in a singular area so that you do not remove them.
5. Test
Once you have finished with the embedding of excel charts to your Microsoft Word document, don’t forget to test out the process and see if it is embedded properly. Look up your Microsoft Excel file and try making some adjustments before saving and opening up the Microsoft Word file that contains the same embedded file. If you have managed to make the changes and embed the chart correctly, you will see that the changes you have made a few moments ago are also present in the chart inside your Microsoft Word file.
And there you have it- with these 5 steps in mind, you will be able to accurately embed your excel charts into your Microsoft Word documents. For added measures, make sure to test and occasionally cross refer to your charts to make sure that information has been updated accordingly.
