If you thought that you could only embed charts with Zapier or Google Sheets, think again. Microsoft Excel is an excellent tool for this purpose. You can embed and send charts in Excel via an email template. This way, you and other users can edit the Excel charts and graphs on the email. So, you don’t have to resend a new file every time you make a change. You can also embed an updatable Excel chart or graph in your Microsoft Word document. This way, your data will be synced, and you won’t need to make the changes separately. Here’s what you must do.
If you are considering using Zapier, however, you can learn the ins and outs of the service through this guide we wrote.
How to Embed and Send Charts in Excel?
This article will discuss how you can embed updatable charts in your email template and your Microsoft Word document. This means that your charts and graphs will be updatable. So, if you make a change in the Excel graph or chart, it will automatically update in the embedded file. Let’s discuss how to embed and send charts in Excel into an email template first.
Embed an Excel Chart Into an Email Template
By embedding the Excel chart in your email template, you won’t have to copy and paste the file every time you send the email. Here are the steps you must follow. For this guide, we’ll be discussing how to go about this process on Microsoft Outlook specifically.
Step 1. Open Outlook and Excel at the Same Time
The very first thing you must do is open both Microsoft Excel and Outlook applications at the same time. This way, you can ensure that everything is transferred correctly.
Step 2. Select the Chart or Graph and Copy It
Once both applications are running, it’s time to copy the chart or graph to the clipboard. Therefore, open the Excel file that contains the chart or graph you want to embed. Click on the outside of the chart to select the entirety of it. If you click inside the chart or graph, you may only select one element of it.
Next, you must copy it by right-clicking on the part of the chart you selected. You’ll see the option to copy. Select that option, and it’ll be added to your clipboard. You can also copy the file using the keyboard short: Crtl+C. This shortcut applies to PC only. Now, the chart is ready to be pasted.
Step 3. Open a New Message in Your Outlook Application
In order to embed the file into an email template, go back to the Outlook application. Then, look for the option to create a new message and select that.
Step 4. Paste the Chart or Graph in the Email Template
To embed and send charts in Excel into your email template, you’re going to have to paste them. However, this pasting process is not as simple as pressing the keyboard shortcuts: Crtl+V. There’s a little more to it, but it’s simple enough.
Look at the top-left corner of the application. There, you’ll see the option Paste. Click that option, and select the option in that list called Paste Special. After you select that, the application will open up a dialog box.
At the left of the dialog box, you’ll see two checkboxes: 1. Paste 2. Paste link. Select the Paste link option. When you check that box, there will be various formats you can paste your link as. You must select the format called Microsoft Excel Worksheet Object. Next, select OK to paste the Excel chart into your email.
Step 5: Decide Whether You Want to the Terminate the Excel Window
You can decide if you want to terminate your Excel window after you modify the chart. Keep it open if you’re going to add changes to the chart. You can also leave it open if you’re testing if the updates are synchronizing. Beyond that, there’s no reason to leave the window open.
Step 6. Update the Link to the Charton the Outlook Application
The next step of how to embed and send charts in Excel is to check the synchronization. The embedded chart or graph will not update on its own. That said, you don’t have to worry. All you have to do is select the embedded chart by right-clicking on the border of it. Next, select the option Update Link. After you click the option, all the modifications to the Excel chart or graph will be synchronized into the email template.
You will have to update the link every time you want to send your email. This way, you’ll ensure that the chart in your email has the latest modifications.
How to Embed Excel Chart in Word?
Now that you know how to embed and send charts in Excel into an email template, it’ll be fairly simple to do the same in a Word document. Follow these steps:
- Click the Insert tab
- Select the Object option in the Text group
- Choose the Create from File tab, and then select Browse
- Select your Excel chart and select the option Insert
- On the right, check the box beside the text Link to file and press OK
Last Few Words
Well, there you have it! A simple guide on how to embed and send charts in Excel. If you’re looking for a professional chart-making service, check out what Image-Charts has to offer.