Add Dynamic Charts to Word Documents

Overview

Previously, only PowerPoint supported native charts based on code references. For Word documents, an extension had to be created to generate charts, which made the process complicated. To streamline this, the tool has been enhanced to include native chart support for Word documents, enabling you to directly use the chart option in Word and replace the data with code references.

Step-by-Step Guide

1. Follow the steps to Export Excel to get Visualizer Type Details in Excel Format in DW or Export Excel to get Visualizer Type Details in Excel Format in VC.

2. Open the Excel file and you get the dynamic variables with code references of all the inputs and outputs in the Template Placeholder Value column.

3. Open a Word document.

   
   

4. Click the Insert tab and then click Chart.

   
   

5. The Insert Chart pop-up box appears. Select the chart of your choice.

   
   
6. As soon as the chart appears with duplicate values, the Edit Data table also appears simultaneously.

7. Click Add Chart Element, if you want to add Chart Title, Data Labels, Legend and so on.

   
   

8. Open the Excel file and copy the dynamic variables of those values that you want to add in the chart.

9. Paste the dynamic variable in the Edit Data table.

   
   
10. Similarly, add all the other dynamic variables.

11. Once all the dynamic variables are added, you can see the chart you inserted have disappeared.

    
    
12. Save the Word document.

Exporting from Value Collaborator

1. Open the Visualizer Type page that you have created for uploading the Excel model and follow the steps to Enable Export Buttons in Value Collaborator. Besides, Word, you can also enable the buttons for pdf format.

2. On the Visualizer Type page, click Upload a Custom Word 1 Document for Export to upload the Word document containing dynamic variables.

3. Click Choose File to upload the Word document.

4. Click Upload.

5. You can see the Word document uploaded in the Visualizer Type page.

6. Click Value Collaborator and then click Prototype.

7. Click Export and then click Export Word.

8. A word document with the chart gets downloaded to your device.

Exporting from Discovery Wizard & Discovery Wizard with Google Sheets

1. Open the Visualizer Type page where you have uploaded the Excel model.

   
   
2. Click Upload a Custom Word 1 Document for Export to upload the Word document containing dynamic variables.

3. Click Choose File to upload the Word document.

4. Click Upload.

5. You can see the Word document uploaded in the Visualizer Type.

6. Click Discovery Wizard.

7. Click Download and then ensure that the eye icon for Word Export is open (Otherwise, it will not be visible on the Preview UI page.).

8. Click Preview UI.

9. Click Download and then click Word Export.

   
   

10. A word document with the chart is downloaded to your device.

Delete Chart

Unlike PowerPoint, it is not possible to delete the entire chart or columns in Word. But you can remove rows from the chart.

1. Open the Word document where you have inserted the chart.

2. Right click on the Chart and then click Edit Data.

   
   

3. On the Edit Data table, enter the Delete tag <VR_CMD_DEL_ROW_codereference_VR> in the same row right next to the code reference copied from the Template Placeholder Value column in the Export Excel file.

   
   

4. Save the Word document.

   
   

5. Open the Visualizer Type page where you have uploaded the Excel model.

   
   

6. Click Upload a Custom Word 2 Document for Export to upload the Word document containing dynamic variables.

   
   

7. Click Choose File to upload the Word document.

   
   

8. Click Upload.

   
   

9. Click Discovery Wizard/Value Collaborator

   
   
10. Click Download/Export and then click the Word document.

11. The row with the Delete tag is not displayed on the chart.