Excel - Copy a chart Tutorial

In this video, you will learn how to copy a chart in Microsoft 365. The video covers the steps to copy a chart from Excel to another worksheet or to other Office applications like Word or PowerPoint.
You can choose to paste the chart with the destination workbook's theme or keep the formatting from the source workbook.
Additionally, you can paste the chart as a picture.
If you want to keep the chart linked to the source worksheet, you can choose to link the data as well.
This tutorial will help you efficiently copy and paste charts in Microsoft 365, enhancing your productivity and data visualization skills.

2:59
4204 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on creating and copying charts in Excel, Word, and PowerPoint, highlighting the various options for pasting and linking data between these applications.

Chapitres :

Creating Charts in Excel
You can create a chart in an Excel worksheet, which is a powerful tool for visualizing data. Excel offers various chart types that can be customized to fit your data presentation needs.
Copying Charts to Other Worksheets
To copy a chart to another worksheet within the same or a different workbook, follow these steps: - Right-click on the chart and select 'Copy'. - Switch to the other workbook by pressing 'Alt + Tab'. - Click on the tab of the worksheet where you want to paste the chart. - Select the cell where you want the upper left corner of the chart to appear, right-click, and choose one of the paste options.
Paste Options
When pasting a chart, you have several options: - **Use Destination Theme**: This option applies the theme of the destination workbook to the chart. - **Keep Source Formatting**: This retains the original formatting of the chart from the source workbook. - **Paste as Picture**: This option pastes the chart as a static image, which cannot be updated or edited. You can preview how the chart will look with each option before finalizing your choice.
Linking Charts to Source Data
If you want the chart to update automatically when the source data changes, you can link the chart. To do this: - Choose 'Use Destination Theme and Link Data' or 'Keep Source Formatting and Link Data' when pasting into another application like Word. - This ensures that any changes made to the data in the source worksheet will reflect in the chart.
Updating Linked Charts in Word
If the chart in Word does not show the latest changes from the source worksheet, you can refresh the data by: - Clicking on the chart. - Navigating to the 'Chart Tools Design' tab. - Selecting 'Refresh Data'. This will ensure that your chart is always up-to-date with the latest data.
Conclusion
In summary, creating and copying charts between Excel, Word, and PowerPoint is a straightforward process that enhances data presentation. By understanding the various paste options and linking capabilities, you can ensure that your charts are both visually appealing and dynamically updated.

FAQ :

How do I copy a chart from Excel to another worksheet?

To copy a chart from Excel to another worksheet, right-click the chart and select 'Copy'. Then, navigate to the desired worksheet, right-click the cell where you want to paste the chart, and choose one of the paste options available.

What are the different paste options available when copying a chart?

When pasting a chart, you can choose to use the destination workbook's theme, keep the source formatting, or paste it as a picture. Each option has different implications for how the chart will behave and appear.

Can I link a chart in Word to the data in Excel?

Yes, when pasting a chart into Word, you can choose to link the data. This means that any changes made to the data in the Excel source worksheet will automatically update the chart in Word.

What should I do if the chart in Word doesn't update with changes from Excel?

If the chart in Word does not show updates, click on the chart, go to the Chart Tools Design tab, and select 'Refresh Data' to update the chart with the latest data from the source worksheet.

What is the benefit of embedding a workbook in Word?

Embedding a workbook in Word allows you to edit the data directly within the Word document, providing a seamless way to manage and present data without switching between applications.

Quelques cas d'usages :

Creating Reports

Professionals can use Excel charts to create visual reports that summarize data trends for presentations or business meetings. By copying charts into Word, they can produce comprehensive reports that are visually appealing and easy to understand.

Data Analysis

Analysts can create charts in Excel to visualize complex data sets, making it easier to identify patterns and insights. These charts can then be copied into PowerPoint presentations to effectively communicate findings to stakeholders.

Project Management

Project managers can use Excel to track project progress and create charts that illustrate timelines and milestones. By linking these charts in Word documents, they can ensure that project updates are always current and reflect the latest data.

Financial Forecasting

Finance professionals can create charts in Excel to forecast financial trends. By embedding these charts in reports, they can provide stakeholders with a clear visual representation of expected financial performance.

Marketing Analysis

Marketers can use Excel to analyze campaign performance data and create charts that highlight key metrics. These charts can be pasted into marketing presentations to effectively convey the success of campaigns to clients or management.

Glossaire :

Chart

A visual representation of data, typically used to illustrate trends, comparisons, or relationships between different data sets.

Excel

A spreadsheet program developed by Microsoft that allows users to organize, format, and calculate data with formulas using a system of rows and columns.

Workbook

A file in Excel that contains one or more worksheets, where data can be stored and manipulated.

Worksheet

A single spreadsheet within a workbook in Excel, consisting of cells organized in rows and columns.

Paste Special

A feature in Excel and other Office applications that allows users to paste data in various formats, providing more control over how the data is inserted.

Link Data

An option that allows a chart or object in one document to be connected to the data in another document, so that updates in the source document reflect in the linked document.

Embed Workbook

An option that allows users to insert an Excel workbook into another application, such as Word, so that the data can be edited directly within that application.

Refresh Data

A command used to update the data displayed in a chart or object to reflect any changes made in the source data.

00:00:07

You can also create a chart in Word or PowerPoint,

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but copying one from Excel is often more

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effective because there are different ways to paste

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the chart into the other programs.

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To copy a chart to another worksheet in the same or a different workbook,

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right click the chart and click copy.

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I already have another workbook opened,

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so I'm pressing the Alt tab keys to bring it to the forefront.

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This workbook has a different theme applied.

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Click the tab of the worksheet you want to paste the chart onto,

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click the cell where you want the upper left

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hand corner of the chart and right click the cell.

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There are three paste buttons as well as Paste Special.

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You can paste and use the destination workbooks theme,

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paste and use the formatting from the source workbook.

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When you point to a button you get a live preview.

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With both of these options, if you change the data for the chart,

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the chart updates automatically.

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You can also paste the chart as a picture.

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With this option, the chart can't be updated or edited.

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Paste Special provides more options for pasting

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as different picture formats.

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I'm going to paste it using the workbooks theme.

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To paste the chart to another office application,

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such as Word, copy the chart.

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I already have a document opened.

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It also has a different theme applied.

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Right click the document.

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If you want to keep the data with the chart where you can

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edit it but not have it linked to the source worksheet,

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choose Use destination theme and embed workbook.

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Or Keep source formatting and embed workbook.

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If you want to keep the chart linked to the source

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worksheet so that changes you make to the data in

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the source worksheet updates the chart in Word,

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choose use destination theme and link data or

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keep source formatting and link data.

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You can also paste the chart as a picture.

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I'm going to select the Use destination theme and link data.

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This way it'll blend with the documents theme but update

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when I change the data in the source spreadsheet.

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If the chart in Word doesn't show changes you've made

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to the data in the source worksheet,

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in Word, click the chart, click the Chart Tools Design tab

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and click refresh data.

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Now you've got a pretty good idea about how to create charts.

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