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Excel Copy Chart To Another Workbook With Links

Excel Copy Chart To Another Workbook With Links

Introduction

Excel is a powerful tool used by millions of people around the world to organize and analyze data. One of the most useful features of Excel is the ability to create charts and graphs to visually represent data. Sometimes, you may need to copy a chart from one workbook to another while maintaining the links between the data and the chart. In this article, we will explore the process of copying a chart to another workbook with links.

Step 1: Select the Chart

The first step in copying a chart to another workbook with links is to select the chart you want to copy. Click on the chart to highlight it. You should see a border around the chart indicating that it is selected.

Select The Chart

Step 2: Copy the Chart

Next, you need to copy the selected chart. There are several ways to copy a chart in Excel, but the easiest way is to use the keyboard shortcut Ctrl+C or right-click on the chart and select Copy from the context menu.

Copy The Chart

Step 3: Open the Destination Workbook

Now that you have copied the chart, it's time to open the destination workbook where you want to paste the chart. If you already have the destination workbook open, you can skip this step. Otherwise, open the workbook by double-clicking on it or selecting File > Open from the Excel menu.

Open The Destination Workbook

Step 4: Select the Destination Worksheet

Once you have opened the destination workbook, you need to select the worksheet where you want to paste the chart. Click on the worksheet tab to select it. You should see the worksheet name highlighted.

Select The Destination Worksheet

Step 5: Paste the Chart

Now it's time to paste the chart into the destination worksheet. There are several ways to paste a chart in Excel, but the easiest way is to use the keyboard shortcut Ctrl+V or right-click on the worksheet and select Paste from the context menu.

Paste The Chart

Step 6: Link the Chart to the Source Data

When you paste the chart into the destination workbook, it will be a new chart without any data. To link the chart to the source data, you need to use the Source Data option. Click on the chart to select it and then select Chart Tools > Design > Select Data.

Link The Chart To The Source Data

Step 7: Edit the Source Data

In the Select Data Source dialog box, click on the Edit button next to the Chart data range field. This will open the Edit Series dialog box where you can edit the source data for the chart.

Edit The Source Data

Step 8: Select the Source Data

In the Edit Series dialog box, click on the Worksheet drop-down menu and select the worksheet where the source data is located. Then, select the range of cells containing the source data by clicking and dragging over the cells. Click on the OK button to close the dialog box.

Select The Source Data

Step 9: Save the Workbook

Now that you have linked the chart to the source data, it's time to save the workbook. Select File > Save from the Excel menu or use the keyboard shortcut Ctrl+S.

Save The Workbook

Step 10: Test the Link

Finally, you should test the link to make sure that it is working correctly. Change the data in the source workbook and then open the destination workbook. If the link is working, the chart in the destination workbook should update automatically to reflect the changes in the source data.

Test The Link

Conclusion

In this article, we have learned how to copy a chart to another workbook with links in Excel. By following these simple steps, you can easily transfer charts between workbooks while maintaining the links between the data and the chart. This can be a useful technique for sharing data and charts with others or for creating reports and presentations.

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