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.
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Word has several 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 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.
Click the buttons in the interactive below to learn about the different parts of a chart.
The data series consists of the related data points in a chart. In this example, as we can see in the legend, the yellow columns represent net sales in February.
The horizontal axis (also known as the x axis) is the horizontal part of the chart. Here, the horizontal axis identifies the categories in the chart. In this example, each genre is placed in its own group.
The legend identifies which data series each color on the chart represents. In this example, the legend identifies the different months in the chart.
The title should clearly describe what the chart is illustrating.
The vertical axis (also known as the y axis) is the vertical part of the chart. Here, the vertical axis measures the value of the columns. In this example, the measured value is each genre's total sales.
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.
You can edit the chart data at any time by selecting your chart and clicking the Edit Data command on the Design tab.
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.
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.
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.
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.
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.
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.
To change a chart element (such as the chart title), click the element and begin typing.
Chart styles allow you to quickly modify the look and feel of your chart.
You can also use the chart formatting shortcut buttons to quickly add chart elements, change the chart style, and filter the chart data.