The document discusses various collaboration, integration and charting tools in Microsoft Word 2013, including how to insert and review comments and tracked changes, compare and combine documents, link Excel worksheets, create and format charts, and view documents side by side. It provides step-by-step instructions on how to use each tool with screenshots.

1. Microsoft
Word 2013
Chapter 8
Using Document
Collaboration, Integration,
and Charting Tools

2. Objectives
• Insert, edit, view, and delete comments
• Track changes
• Review tracked changes
• Compare documents
• Combine documents
• Link an Excel worksheet to a Word document
• Break a link
Using Document Collaboration, Integration, and Charting Tools 2

3. Objectives
• Create a chart in Word
• Format a Word chart
• View and scroll through side-by-side documents
• Create a new document for a blog post
• Insert a quick table
• Publish a blog post
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4. Project – Memo with Chart
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5. Roadmap
• Insert comments and track changes in the memo
with the table
• Review the comments and tracked changes
• Link an Excel worksheet to a word document
• Chart a Word table using Word’s CHART TOOLS
tab
• Create and publish a blog post
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6. Inserting a Comment
• Position the insertion point at the location where the comment
should be located
• If the ‘Display for Review’ box (REVIEW tab | Tracking group)
does not show All Markup, tap or click the ‘Display for Review’
arrow (REVIEW tab | Tracking group) and then tap or click All
Markup on the Display for Review menu to instruct Word to
display the document with all proposed edits shown as markup
• Tap or click the ‘Insert a Comment’ button (REVIEW tab |
Comments group) to display a comment balloon in the markup
area in the document window and place comment marks
around the commented text in the document
• Window
• Type the desired comment in the comment balloon
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7. Inserting a Comment
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8. To Reply to a Comment
• If necessary, tap or click the comment to which
you wish to reply so that the comment is selected
• Tap or click the Reply button in the selected
comment to display a reply comment for the
selected comment
• Type the desired text in the new indented
comment
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9. To Reply to a Comment
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10. Customizing the Status Bar
• If the status bar does not show a desired item, press
and hold or right-click anywhere on the status bar to
display the Customize Status Bar menu
• Tap or click the item on the Customize Status Bar
menu that you want to show to place a check mark
beside the item, which also immediately may show as
an indicator on the status bar
• Tap or click anywhere outside of the Customize Status
Bar menu or press the ESC key to remove the menu
from the screen
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11. Customizing the Status Bar
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12. Enabling Tracked Changing
• If the TRACK CHANGES indicator on the status bar
shows that the track changes feature is off, tap or
click the Track Changes indicator on the status bar
to enable the track changes feature
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13. Tracking Changes
• Make the desired changes to the document with
the Track Changes feature enabled
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14. Using the Reviewing Pane
• Tap or click the Reviewing Pane arrow (REVIEW tab |
Tracking group) to display the Reviewing Pane menu
• Tap or click ‘Reviewing Pane Vertical’ on the
Reviewing Pane menu to display the Reviewing task
pane on the left side of the Word window
• Tap or click the Show Markup button (REVIEW tab |
Tracking group) to display the Show Markup menu
• Tap or point to Balloons on the Show Markup menu
to display the Balloons submenu
• Tap or click ‘Show All Revisions Inline’ on the Balloons
submenu to remove the markup area from the Word
window and place all markups inline
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15. Using the Reviewing Pane
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16. Displaying Tracked Changes
and Comments as Simple Markup
• Tap or click the ‘Display for Review’ arrow
(REVIEW tab | Tracking group) to display the
Display for Review menu
• Tap or click Simple Markup on the Display for
Review menu to show a simple markup instead of
all markups in the document window
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17. Displaying Tracked Changes
and Comments as Simple Markup
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18. Viewing Comments
and Deleting a Comment
• Position the insertion point at the beginning of
the document, so that Word begins searching for
comments from the top of the document
• Tap or click the Next Comment button (Review tab
| Comments group), which causes Word to locate
and select the first comment in the document
• Tap or click the Delete Comment button (REVIEW
tab | Comments group) to remove the comment
balloon from the markup area
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19. Viewing Comments
and Deleting a Comment
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20. Deleting All Comments
• Tap or click the Delete Comment arrow (REVIEW
tab | Comments group) to display the Delete
Comment menu
• Tap or click ‘Delete All Comments in Document’
on the Delete Comment menu to remove all
comments from the document, which also closes
the markup area
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21. Reviewing Tracked Changes
• Position the insertion point at the beginning of the
document, so that Word begins the review of tracked
changes from the top of the document
• Tap or click the Next Change button (REVIEW tab |
Changes group), which causes Word to locate and
select the first markup in the document
• Tap or click the desired button on the ribbon
corresponding to how you wish to handle the change
• Repeat the previous two steps for each change in the
document
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22. Reviewing Tracked Changes
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23. Changing Tracking Options
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24. Comparing Documents
• Tap or click the Compare button (REVIEW tab |
Compare group) to display the Compare menu
• Tap or click Compare on the Compare menu to
display the Compare Documents dialog box
• Tap or click the Original document arrow and then
tap or click the first file to compare
• Tap or click the Revised document arrow and then
tap or click the second file to compare
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25. Comparing Documents
• If a More button appears in the dialog box, tap or
click it to expand the dialog box, which changes
the More button to a Less button
• If necessary, in the Show changes in area, tap or
click New document so that tracked changes are
marked in a new document
• Tap or click the OK button to open a new
document window and display the differences
between the two documents as tracked changes
in a new document window
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26. Comparing Documents
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27. Combining Revisions
from Multiple Authors
• Tap or click the Compare button (REVIEW tab |
Compare group) to display the Compare menu
• Tap or click Combine on the Compare menu to
display the Combine Documents dialog box
• Tap or click the Original document arrow and then
click the first file to combine
• Tap or click the Revised document arrow and then
click the second file to combine
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28. Combining Revisions
from Multiple Authors
• If a More button appears in the dialog box, tap or
click it to expand the dialog box, which changes
the More button to a Less button
• In the Show changes in area, if necessary, tap or
click Original document so that tracked changes
are marked in the original document
• Tap or click the OK button to combine the
documents and display the differences between
the two documents as tracked changes in the
original document
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29. Combining Revisions
from Multiple Authors
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30. Showing Tracked Changes and
Comments by a Single Reviewer
• Tap or click the Show Markup button (REVIEW tab
| Tracking group) to display the Show Markup
menu and then tap or point to Specific People on
the Show Markup menu to display the Specific
People submenu
• Tap or click the name of the reviewer on the
Reviewers submenu to hide the selected
reviewer’s markups and leave other markups on
the screen
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31. Showing Tracked Changes and
Comments by a Single Reviewer
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32. Linking an Excel Worksheet
in a Word Document
• Drag through the cells in the Excel worksheet to copy
• In the Excel window, if you are using a touch screen, tap the
Copy button (HOME tab | Clipboard group) and then tap
Copy on the Copy menu; if you are using a mouse, click the
Copy button (HOME tab | Clipboard group) to copy the
selected cells to the Clipboard
• Position the insertion point in the Word document where
you wish to insert the cells
• In Word, tap or click the Paste arrow (HOME tab | Clipboard
group) to display the Paste gallery
• If you are using a mouse, point to the ‘Link & Keep Source
Formatting’ button in the Paste gallery to display a live
preview of that paste option
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33. Linking an Excel Worksheet
in a Word Document
• Tap or click the ‘Link & Keep Source Formatting’
button in the Paste gallery to paste and link the
object at the location of the insertion point in the
document
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34. Breaking a Link
• If you are using a touch screen, press and hold the linked object and then
tap the ‘Show Context Menu’ button on the mini toolbar; if you are using
a mouse, right-click the linked object (the linked Excel worksheet, in this
case) to display a shortcut menu
• Tap or point to ‘Linked Worksheet Object’ on the shortcut menu to
display the Linked Worksheet Object submenu
• Tap or click Links on the Linked Worksheet Object submenu to display the
Links dialog box
• If necessary, tap or click the source file listed in the dialog box to select it
• Tap or click the Break Link button, which displays a dialog box asking if
you are sure you want to break the selected links
• Tap or click the Yes button in the dialog box to remove the source file
from the list
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35. Breaking a Link
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36. Charting a Table
• Tap or click the ‘Add a Chart’ button (INSERT tab |
Illustrations group) to display the Insert Chart dialog
box
• Tap or click the desired category in the left pane
• Tap or click the desired chart type in the right pane
• Tap or click the OK button so that Word creates a
default chart at the location of the insertion point
• In the Word document, select the table to be charted
• Tap or click the Copy button (HOME tab | Clipboard
group) to copy the selected table to the Clipboard
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37. Charting a Table
• In the chart spreadsheet window, tap or click the Select All
button (upper-left corner of worksheet) to select the entire
worksheet
• Press and hold or right-click the selected worksheet to
display a mini toolbar or shortcut menu
• In the chart spreadsheet window, tap the Paste button or
click the ‘Keep Source Formatting’ button to paste the
contents of the Clipboard starting in the upper-left corner
of the worksheet
• When Word displays a dialog box indicating that the pasted
contents are a different size from the selection, tap or click
the OK button
• If necessary, resize the chart as necessary
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38. Charting a Table
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39. Removing a Data Series from the Chart
• Drag the sizing handle in the chart spreadsheet so
that only the desired data series is selected
• Close the chart spreadsheet window by tapping or
clicking its Close button
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40. Applying a Chart Style
• Tap or click the chart to select it
• Tap or click the desired style in the Chart Styles
gallery (CHART TOOLS DESIGN tab | Chart Styles
group)
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41. Applying a Chart Style
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42. Changing Colors of a Chart
• With the chart selected, tap or click the ‘Chart
Quick Colors’ button (CHART TOOLS DESIGN tab |
Chart Styles group) to display the Chart Quick
Colors gallery
• Tap or click the desired color to apply it to the
chart in the document
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43. Changing Colors of a Chart
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44. Adding a Chart Element
• With the chart selected, tap or click the ‘Add
Chart Element’ button (CHART TOOLS DESIGN tab
| Chart Layouts group) to display the Add Chart
Element gallery and then tap or point to the
desired element type
• Tap or click the desired element to add to the
chart
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45. Adding a Chart Element
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46. Selecting a Chart Element and Editing It
• With the chart selected, tap or click the Chart
Elements arrow (CHART TOOLS FORMAT tab |
Current Selection group) to display the Chart
Elements list
• Tap or click the desired element to edit
• Type the desired text
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47. Selecting a Chart Element and Editing It
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48. Formatting Chart Elements
• With the chart selected, tap or click the Chart
Elements arrow (CHART TOOLS FORMAT tab |
Current Selection group) to display the Chart
Elements list and then tap or click the element to
format
• Make the necessary changes in the task pane
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49. Formatting Chart Elements
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50. Changing a Chart Type
• Tap or click the ‘Change Chart Type’ button
(CHART TOOLS DESIGN tab | Type group) to
display the Change Chart Type dialog box
• Tap or click the desired chart category and chart
type
• Tap or click the OK button to change the chart
type
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51. Changing a Chart Type
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52. Viewing and Scrolling through
Documents Side by Side
• Open the documents to view side by side
• Tap or click the ‘View Side by Side’ button (VIEW tab
| Window group) to display each open window side
by side
• Scroll to the bottom of one of the windows and
notice how both windows (documents) scroll
together
• In either window, tap or click the ‘View Side by Side’
button (VIEW tab | Window group) to turn off side-by-
side viewing and display each window in the full
screen
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53. Viewing and Scrolling through
Documents Side by Side
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54. Creating a Blank Document
for a Blog Post
• Open the Backstage view
• Tap or click the New tab in the Backstage view to
display the New gallery
• Tap or click the Blog post thumbnail to select the
template and display it in a preview window
• Tap or click the Create button in the preview
window to create a new blank document for a
blog post
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55. Creating a Blank Document
for a Blog Post
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56. Inserting a Quick Table
• With the insertion point positioned where you
wish to insert the Quick Table, tap or click the
‘Add a Table’ button (INSERT tab | Tables group)
to display the Add a Table gallery
• Tap or point to Quick Tables in the Add a Table
gallery to display the Quick Tables gallery
• Tap or click the desired Quick Table to insert the
selected Quick Table in the document at the
location of the insertion point
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57. Inserting a Quick Table
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58. Publishing a Blog Post
• Tap or click the Publish button (BLOG POST tab |
Blog group), which causes Word to display a brief
message that it is contacting the blog provider
and then display a message on the screen that the
post was published
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59. Publishing a Blog Post
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60. Displaying a Blog Webpage
in a Browser Window
• Tap or click the Home Page button (BLOG POST
tab | Blog group), which runs the default browser
and displays the webpage associated with the
registered blog account in the browser window.
You may need to tap or click the Refresh button in
your browser window to display the most current
webpage contents
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61. Displaying a Blog Webpage
in a Browser Window
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62. Chapter Summary
• Insert, edit, view, and delete comments
• Track changes
• Review tracked changes
• Compare documents
• Combine documents
• Link an Excel worksheet to a Word document
• Break a link
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63. Chapter Summary
• Create a chart in Word
• Format a Word chart
• View and scroll through side-by-side documents
• Create a new document for a blog post
• Insert a quick table
• Publish a blog post
Using Document Collaboration, Integration, and Charting Tools 63

64. Microsoft
Word 2013
Chapter 8 Complete