MS Word Lesson: Tables & Charts

Objectives: MS Word Lesson: Tables & Charts

MS Word Lesson: Tables & Charts

Microsoft Word: Tables & Charts

Full Mastery Notes with Examples, Steps, Shortcuts & Practice Questions

Introduction

Tables and charts in Microsoft Word help you organize and present data clearly. A table arranges text and numbers into rows and columns. A chart (or graph) visually represents data for easier comparison and understanding.

Example:
A teacher creating a student report may use a table to list marks per subject, and a chart to show performance trends visually.

1. Creating and Styling Tables

Creating a Table

  1. Go to the Insert tab on the Ribbon.
  2. Click Table.
  3. Drag the grid to select the number of rows and columns (e.g. 3x4).
  4. Click to insert the table into your document.
Shortcut: Type +----+----+----+ and press Enter. Word automatically converts this into a table.

Styling a Table

When the table is selected, two new tabs appear:

  • Table Design β€” choose table styles, borders, shading, and header row options.
  • Layout β€” adjust cell size, merge or split cells, and align text.
Example:
Use the Table Design tab β†’ Shading to add color to alternate rows (banded rows) for better readability.

Useful Actions:

  • Merge Cells: Select two or more cells β†’ Layout β†’ Merge Cells.
  • Split Cells: Select a cell β†’ Layout β†’ Split Cells.
  • Add Row/Column: Right-click β†’ Insert β†’ Choose β€œInsert Rows Below” or β€œInsert Columns Right”.
  • Delete: Right-click β†’ Delete Cells / Delete Table.

2. Importing Tables from Excel or Word

Import from Excel:

  1. Open Excel and select the table you want.
  2. Copy (Ctrl + C).
  3. Go to Word and Paste (Ctrl + V).
  4. Word gives paste options:
    • Keep Source Formatting β€” keeps Excel style.
    • Use Destination Styles β€” applies Word’s table design.
    • Link & Keep Source Formatting β€” updates automatically when Excel data changes.
Tip: Use β€œLink & Keep Source Formatting” when you expect data in Excel to change.

Import from Another Word Document:

  1. Open both documents.
  2. Copy the table from the source document.
  3. Paste into the new Word file β€” adjust design as needed.

3. Chart Types

Creating a Chart

  1. Go to Insert tab β†’ Click Chart.
  2. Choose a chart type from the dialog box.
  3. Click OK. Excel opens automatically for you to enter or edit data.
  4. When done, close Excel β€” the chart appears in your Word document.

Main Chart Types:

Chart TypeUsed ForExample
ColumnCompare values across categoriesSales per month
BarCompare items horizontallyStudents per class
LineShow trends over timeTemperature changes during a week
PieShow percentage contributionMarket share of brands
Scatter (XY)Show relationships between two variablesHeight vs. weight
AreaShow totals over timeRevenue growth
ComboMix two types for dual comparisonColumn + Line: Sales vs. Profit

4. Editing Chart Elements & Formatting

Select the chart β†’ The Chart Design and Format tabs appear.

Common Elements You Can Edit:

  • Chart Title: Click the title β†’ Type a new one.
  • Axes: Right-click axis β†’ Format Axis to set scale or labels.
  • Gridlines: Use Add Chart Element β†’ Gridlines.
  • Data Labels: Show values on bars or lines β†’ Add Chart Element β†’ Data Labels.
  • Legend: Move or hide β†’ Legend Options.
  • Trendline: Add from Add Chart Element β†’ Trendline to show direction or growth pattern.
Example:
Add a linear trendline to a sales chart to show growth direction over months.

5. Linking vs Embedding Excel Data

When you insert or paste an Excel chart/table into Word, you can either:

  • Embed β€” A copy of Excel data is stored inside Word. Changes in Excel do not affect the Word chart.
  • Link β€” Word connects to the original Excel file. Any changes in Excel update automatically in Word.
Example: If your monthly report uses the same Excel file, use Link so charts auto-update.
Tip: To check the link status: Right-click chart β†’ Edit Data β†’ Edit Links to Files.

6. Practice Questions & Answers

Q1. What is the difference between linking and embedding data?

Answer: Linking keeps a live connection to the Excel source file, while embedding makes a static copy inside Word.

Q2. How do you merge cells in a Word table?

Answer: Select the cells β†’ Go to Layout β†’ Click Merge Cells.

Q3. Which chart type best shows percentage distribution?

Answer: Pie chart.

Q4. How do you quickly create a simple table using keyboard?

Answer: Type +---+---+---+ and press Enter.

Q5. Which tab appears when you select a chart?

Answer: Chart Design and Format tabs.

Q6. What does a trendline show in a chart?

Answer: It shows the general direction or pattern of data, such as growth or decline.

Q7. Give one real-world example of using a combo chart.

Answer: Comparing monthly sales (columns) with monthly profit percentage (line).

Reference Book: N/A

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