You’ve got two options.
(Well, if you like to split hairs, there are more options than that. But what if you’re busy and don’t have time to lose? Here are the main copying/pasting options worth paying attention to.)
Option 1: Excel Object
a.k.a. Ann K. Emery’s preferred approach
Instructions
- In Excel, create your graph.
- In Excel, format your graph. (Declutter; apply brand colors and dark-light contrast; delete the built-in title; re-size the font and graph; etc.)
- In Excel, make sure your Theme Colors and Theme Fonts are selected.
- In Word or PowerPoint, make sure your Theme Colors and Theme Fonts are selected.
- In Excel, copy your chart (CTRL + C, or right-click and select copy).
- In Word or PowerPoint, click CTRL + V to paste.
- In Word or PowerPoint, add your graph title.
Branding
Colors and fonts will match the destination.
Editing
You can edit the chart in Word/PowerPoint later if needed.
(You can change the colors, size, labels, etc.)
Resolution
Higher.
File Size
Higher.
Linking
You can link your Word/PowerPoint graph back to the Excel file. (Beware! Errors likely!)
Option 2: Image File
Not a fan.
Instructions
- In Excel, create your graph.
- In Excel, format your graph. (Declutter; apply brand colors and dark-light contrast; delete the built-in title; re-size the font and graph; etc.)
- In Excel, make sure your Theme Colors and Theme Fonts are selected.
- In Word or PowerPoint, make sure your Theme Colors and Theme Fonts are selected.
- In Excel, copy your chart (CTRL + C, or rightclick and select copy).
- In Word or PowerPoint, right-click, select paste, and choose the image option.
- In Word or PowerPoint, add your graph title.
Branding
Colors and fonts will match the source.
Editing
You can’t edit the chart in Word/PowerPoint later.
(You’d need to edit the chart in Excel, and then re-paste the graph into Word/PowerPoint.)
Resolution
Lower.
File Size
Lower.
Linking
You can’t link your Word/PowerPoint graph back to the Excel file.
(In other words, if you change the graph in Excel, then the image file in Word or PowerPoint won’t look any different.)
Purchase the Cheat Sheet
It’s here: https://depictdatastudio.gumroad.com/l/CopyPasteGraphsFromExcelIntoWordOrPowerPoint
The first 100 people get a complimentary download with code NOMOREGRAINYSCREENSHOTS.
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