Chapter 9

Adding Tables and Graphics to a Document

IN THIS CHAPTER

Creating tables

Using table styles and applying other table formatting and design settings

Handling tables, rows, columns, and cells

Adding shapes

Including and formatting pictures in your document

Creating WordArt

Adding and formatting SmartArt

Arranging graphics

Using the Selection Pane to work with object visibility

Tables and SmartArt enable you to illustrate data and processes in documents. They’re extremely flexible and easy to create and manipulate. You can further illustrate a document with shapes, WordArt, and pictures, including thousands of royalty-free images offered online at Office.com. Thanks to numerous galleries, it’s easy to create professional graphics of all sorts quickly and with minimal effort. Live Preview also comes into play when you work with table and graphic formatting. This chapter teaches you about these features in Word.

Getting a Quick Start with Quick Tables

The quickest way to create a table in Word is to use one that already exists. It might not be exactly what you want, but it often will be closer to what you want and save you a lot of formatting and setup versus creating a table from scratch. It helps if you can see a picture, of course, and Word 2013 includes a Quick Tables gallery from which you can select a predefined table to insert in the current document. After you click to position the insertion point at the location where you want to insert the table, click the Insert tab. Click the Table button in the Tables group of the Insert tab, and then point to Quick Tables. The gallery shown in Figure 9.1 appears.

FIGURE 9.1 The Quick Tables Gallery offers a number of preformatted tables.

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Scroll through the gallery to see if there’s a table design you like — something that compares favorably with the table you envision. If there is, click on it. If it has too many rows, you can delete the ones you don’t need. If it has too few columns, you can add a few more. If the proportions and other attributes aren’t quite right, you can use Word’s table tools to make them right. The point is that you hit the ground running.

Table Basics

One way to think about a table is as a container for information. The container consists of horizontal rows and vertical columns. If someone speaks of a five-by-four (5 × 4) table, by convention and agreement this refers to a table that’s five columns high and four rows wide.

If the terminology is foreign to you, think of rows as you would the windows across each floor of a skyscraper. Think of columns as the vertical columns of windows on the same skyscraper building. Rows go across, and columns go up and down.

Inserting a table from scratch

There are three basic methods for creating a table from scratch. One is to use the Table tool to select the numbers of rows and columns you want. In the Insert tab click Table in the Tables group. Drag the mouse pointer down through the Insert Table grid. As you move the mouse, the selected table dimensions change, and Word shows a Live Preview in the document window, as shown in Figure 9.2. Click the mouse when the table has the number of rows and columns you want.

FIGURE 9.2 When a 6 × 4 table is selected in the Insert Table grid, a 6 × 4 Live Preview appears in the document window.

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A second method for creating a table from scratch is by using the Insert Table dialog box, as follows:

1. On the Insert tab, click Table in the Tables group, and click Insert Table. The Insert Table dialog box shown in Figure 9.3 appears.

FIGURE 9.3 The Insert Table dialog box enables you to choose the number of columns and rows and specify additional settings when creating a table.

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2. Enter or use the spinner buttons to specify entries for the Number of columns and Number of rows.
3. Select an option under AutoFit behavior. You can specify a Fixed column width or choose AutoFit to contents or AutoFit to window to make the table adjust to other elements of the document.
4. (Optional) If you’d like Word to remember to default to the dimensions you choose, then click to check Remember dimensions for new tables.
5. Click OK.

The third method for inserting a table from scratch is to draw it using the Draw Table tool. To begin, choose Insert ⇒ Tables ⇒ Table ⇒ Draw Table. Drag a rectangle to establish the outer boundary of the table, and then use the Draw Table tool (which will be active at that point by default) to draw out the desired cells. Use the tools in the Table Tools ⇒ Design tab’s Borders group to set line style, weight, and color for the table borders. Use the Eraser tool in the Table Tools ⇒ Layout tab to remove unwanted table parts. See the “Using the table eraser” section later in this chapter for additional information.

Cell markers and gridlines

When nonprinting formatting marks are displayed (Ctrl+Shift+8 [Ctrl+∗] or Home ⇒ Paragraph ⇒ Show/Hide), cell markers display in each cell, showing where the cells are, as indicated in Figure 9.4. You might wonder why cell markers are needed if the table borders show the location of cells. That’s because not every table has borders. If a borderless table’s gridlines aren’t displayed, you might not even know a table is there. Toggling the nonprinting cell markers provide visibility for the table cells. Cell markers, incidentally, display whenever paragraph marks do.

FIGURE 9.4 Show hidden characters to display cell markers.

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When a table has no borders, it’s a good idea to display table gridlines. These are nonprinting marks that show the cell’s dimensions. To display gridlines, click the View Gridlines choice in the Table group at the left end of the Table Tools ⇒ Layout tab. See Figure 9.4.

Managing AutoFit behavior

Notice the AutoFit behavior options shown in the Insert Table dialog box in Figure 9.3. These same AutoFit options are also available when you move the mouse pointer over the table, right-click the table move handle that appears at the upper left, and then point to AutoFit, as shown in Figure 9.5. The AutoFit settings enable you to size the table and its columns automatically.

FIGURE 9.5 Right-click the table move handle to display a shortcut menu with table options, including AutoFit.

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When you choose the Fixed Column Width option, the column widths remain fixed unless you explicitly change them by dragging or by using the Table Properties dialog box. Note that fixed is not the same as equal. The column widths might be equal also, but that’s a different concept.

The AutoFit to Contents command causes a table to automatically resize as you add or remove material. It’s not a temporary setting, so table columns widths continue to change when you add or remove text in existing cells.

Think of the AutoFit to Window command as “AutoFit to left and right margins.” This option means that the table will remain as wide as the document text itself. If you add text disproportionately to any given column, that column will automatically resize, making the other columns correspondingly narrower. But the table itself will maintain the width of the document text.

Inserting a table based on existing content

There is a correspondence between the word tab and the word table. Although the proportion of the word processing population that was raised on typewriters is rapidly dwindling, those who took typing classes learned how to fashion tables using the tab stops and the Tab key. Tab stops are metal hardware on a typewriter that literally stop the carriage when you press the tab key. Because you can use tab stops to create a table-like arrangement, Word can readily convert your tab-delineated tables into real tables, and it even can convert information delimited with other characters such as commas. If for some reason you want to convert a table back to text, Word can perform that transformation, too.

Converting text to a table

If the text is set up with tabs between the “columns,” you can use the Insert Table command to convert to a table immediately. Select the text, and then in the Tables group of the Insert tab click Table ⇒ Insert Table. Word instantly determines how many rows and columns there are and presents your data in a table. Figure 9.6 shows some selected tabbed text, and a copy of that text below converted to a table with the Insert Table command. Word automatically AutoFits the new table to the width of the document, so you might need to resize columns.

FIGURE 9.6 Word easily converts a tabbed “table” into an actual Word table.

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Note
To size the columns in the new table to better fit the text, move the mouse pointer over the table, right-click the table move handle, and choose AutoFit ⇒ AutoFit to Contents.

If you want control over the number of rows or columns or have text that’s delimited by something other than tabs, you can use the Convert Text to Table dialog box to perform the conversion. For example, you might have a document exported from a spreadsheet or database program as a .csv (comma-separated values) or .txt (plain text) file using delimiters. Or someone may have manually delimited a list with another character, such as an asterisk. Here’s how to make sure Word cleanly converts this type of content to a table:

1. Select the list of text or data to be converted. You can usually open a comma-separated values file or plain text file directly in Word, but you may have to import other types of files.
2. Click Insert ⇒ TablesTable ⇒ Convert Text to Table. This displays the Convert Text to Table dialog box, shown in Figure 9.7.

FIGURE 9.7 The Convert Text to Table dialog box guesses how many rows and columns you want to create.

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3. Adjust the Number of columns or Number of rows settings as needed. These settings will only be active when Word evaluates that there may be more than one way to divide the data.
4. Choose an option under AutoFit behavior.
5. Specify the proper delimiter under Separate text at. You can choose Paragraphs (for the paragraph mark), Tabs, or Commas; or you can click the Other option and type the custom delimiter character in the accompanying text box.
6. Click OK. Word performs the conversion and displays the table.

Note
If you opened a .csv or .txt file directly in Word, after you create the table, you’ll need to use the Save As command and choose Word Document as the Save as type. If you simply tried to resave the existing file, you’d lose the table formatting, because those file formats don’t support it.

The Convert Text to Table dialog box can be a useful diagnostic tool when the simple text to table method presented earlier (Insert ⇒ Tables ⇒ Table ⇒ Insert Table) yields unexpected results, such as more or fewer columns than you expected. When you get the wrong table dimensions, press Ctrl+Z, investigate the data, make any corrections, and try again.

You can get the wrong number of columns if there are too many tabs (sometimes obscured as a result of formatting issues) or if some rows use spaces instead of tabs to achieve the table “look.” Display nonprinting formatting characters by clicking Show/Hide in the Paragraph group of the Home tab. You might for example find instances where multiple tabs were typed between columns. This confuses Word, which assumes there are more columns than needed. When this happens dismiss the dialog box, find and remove the extra tabs, and try again. Don’t worry about setting a properly aligned tab, because you’re converting the tabbed data into a table anyway; the table will handle the alignment for you.

Converting tables to text

Sometimes it’s necessary or useful to convert an existing table to text. You might want to do this if the data needs to be provided to someone else in a different form. Some statistical programs will accept .csv data, but not Word tables. Or you might simply find it easier to manipulate the data in text form, and then transform it back into a table. Whatever the reason, it’s easy:

1. Save your document.
2. Move the mouse pointer over the table you want to convert, and then click the table move handle when it appears. Word selects the entire table and the Table Tools contextual tabs appear.
3. Click the Table Tools ⇒ Layout contextual tab, and click Convert to Text in the Data group. The Convert Table to Text dialog box appears, as shown in Figure 9.8.

FIGURE 9.8 The Convert Table to Text dialog box prompts you to specify a delimiter for text.

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4. Choose the desired delimiter, and then click OK. Note that if the table contains nested tables, then the Convert nested tables option will be available.

Selecting, copying, and moving in tables

As with plain text in Word, when working with a table you need to be able to make selections so that you can format or manipulate the contents. With a table, it’s common to need to select entire columns or rows so that you can apply uniform formatting to them. You also might want to move or copy information in the table, which requires a few special techniques.

Selecting tables, rows, and columns

Word offers multiple techniques for making selections in tables. For example, when you want to select an entire table, you can use one of these quick methods:

  • Move the mouse pointer over the table to display the table move handle, and then click it.
  • Click anywhere in the table to reveal the Table Tools contextual tabs, shown in Figure 9.9. Click the Layout tab, and then click Select ⇒ Select Table in the Tables group.

    FIGURE 9.9 Use the Layout contextual tab to access a number of table selection and manipulation tools.

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There is also a keyboard method for selecting tables, but it’s tough to remember and to use. With the insertion point anywhere in the table, and Num Lock engaged, press Alt+Shift+5 on the numeric keypad. If Num Lock isn’t engaged, press Shift+5 on the number pad instead. You also can click in the table and use KeyTips: Press Alt, and then press JLKT, one key at a time. Another method is to use the arrow keys to move the insertion point to the upper-left cell. Press and hold Shift, and use the Down Arrow and Right Arrow keys to extend the selection highlight over all table cells.

Another table selection method involves dragging from outside the table after clicking in the table. Dragging from a location diagonally above and to the left of the table move handle down over the lower-right cell selects the entire table. Or, you can drag from outside the lower-right corner to the upper-left cell until all cells are highlighted.

To select a row without using the Ribbon, move the mouse pointer into the margin to the left of the row until it changes to a right-tilting arrow as shown in Figure 9.10, and click. Drag to expand the selection to include contiguous rows, or Ctrl+click using the Select Row pointer to select additional noncontiguous rows.

FIGURE 9.10 Word’s mouse pointer changes shape to indicate what action a click will perform.

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To select a column without using the Ribbon, move the mouse pointer just above the column so that it turns into a down-pointing black arrow, and click. Again, drag to expand the selection to include additional contiguous columns, or Ctrl+click to select additional discrete/noncontiguous columns.

You also can use the Select drop-down list in the Table Group of the Table Tools ⇒ Layout contextual tab. As shown in Figure 9.9, the menu includes Select Column and Select Row commands that you can choose to select the table column or row that currently holds the insertion point.

Copying table matter

You use the same copy and paste choices to copy a table selection as you would use for regular text. Use Copy and Paste in the Clipboard group of the Home tab, or use the Ctrl+C and Ctrl+V shortcuts.

When copying all or part of a table from one table to another, you need to consider the dimensions of the source and the target. Sometimes when you paste into the new table, the whole table is pasted into a single cell rather than individual rows or columns.

As a general rule, when you’re pasting table matter, the receiving table dimensions should match the source dimensions. If you’re trying to paste a 4 × 5 set of cells into a table whose dimensions are 6 × 8, copy the 4 × 5 source to the Clipboard, select the desired 4 × 5 location in the receiving table, and then paste. Pasting without first selecting sometimes works, but sometimes it doesn’t. The situation can get even weirder when you’re pasting between Word and Excel, so have that Ctrl+Z (Undo) command standing by.

To control what happens with respect to formatting, see the File ⇒ Options ⇒ Advanced ⇒ Cut, copy, and paste section. Use the top four pasting options to specify what happens when you paste under a variety of circumstances. If necessary, temporarily enable the desired behavior, perform the paste, and then go back to reset the defaults.

Moving and copying columns

To move one or more adjacent columns within a table, select them and then drag to the desired column. Release the mouse button anywhere in the destination column. The selected column(s) will move to the position of the destination column, which will scoot to the right. To move one or more selected columns to the right of the rightmost column, drop the selection at what appears to be outside the right edge of the table. As shown in Figure 9.11, when you have nonprinting characters displayed, cell markers also appear to the right of the table’s right boundary. When moving columns to the right side of the table, drop them on those exterior markers.

FIGURE 9.11 Drag to the right of the cell markers outside the table to move a column there.

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To copy one or more columns, hold the Ctrl key as you drop. The selection will be inserted at the drop point, using the same location rules that apply when you’re moving columns.

When moving a column between tables, it’s probably easier to use the Cut and Paste commands in the Clipboard group of the Home tab (or use Ctrl+X and Ctrl+V).

Moving and copying rows

You can move and copy rows in the same way as columns, except with respect to the last row. The last row does not have exterior cell markers. If you drop a selection of one or more rows onto the last row of a table, the selection will be placed above the last row. If you drop it after the last row, the selection will be appended to the table, but the formatting will often change.

Instead, when you want to move rows after the last current row, drop them on the last row. Then put the insertion point anywhere in the last row and press Alt+Shift+Up Arrow to move the stubborn last row up to where you want it.


Tip
Any time you want to move table rows around, Alt+Shift+Up Arrow and Alt+Shift+Down Arrow can be used to push the current row up or down in the table. If you’re moving a single row you don’t need to select anything. If you’re moving multiple contiguous rows, select them first.

Changing table properties

If you need to set precise table settings, click Properties in the Table group of the Table Tools ⇒ Layout contextual tab, or right-click a table and choose Table Properties to display the dialog box shown in Figure 9.12. Use the Table tab to control overall layout and behavior; use the other tabs or the mouse to control row, column, and cell characteristics.

FIGURE 9.12 Use Table Properties to control overall alignment, indentation, and positioning of tables.

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Preferred width

Check Preferred width and enter a measurement in the accompanying text box to set a target width for the table. The preferred width can’t be absolute, however, because tables contain text and data, and are further constrained by paper and margin settings. Note that AutoFit settings override the Preferred width.

Alignment

Table alignment affects the entire table with respect to the current left and right margins. If the table extends from the left margin to the right margin, which is the default for tables inserted in Word, then the alignment controls seemingly will have no effect. This makes it easy not to notice if they’re changed. If you later narrow the table, its placement on the page might suddenly seem askew. You can be sure you’re centering a table by choosing Center under Alignment on the Table tab of the Table Properties dialog box.

The Indent from left setting on the tab controls how far the table is from the left margin. There is no Ribbon control for this setting, and it cannot be set with the ruler line.

Note that Indent from left is available only when Text wrapping is set to None and Alignment is set to Left. When Around text wrapping is enabled, use Positioning to set the distance from the left, as shown in the section that follows.

Text wrapping and moving a table

You can insert a table in line with other text, or if it is smaller than the full document width, you can move or drag it into position so that text outside the table wraps around it, as shown in Figure 9.13. To have this flexibility, change the Text wrapping setting in the Table tab of the Table Properties dialog box to Around. Dragging a table into a new position using the table move handle automatically changes the Text wrapping setting from None to Around.

FIGURE 9.13 Wrap text around tables for a more integrated appearance.

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Clicking the Positioning button opens a Table Positioning dialog box. You can choose Horizontal and Vertical Position settings, and set the Distance from surrounding text for each side of the table. The Move with Text option controls whether the table’s vertical position is governed by the paragraph to which it is anchored. If Move with Text is enabled, the vertical position can be relative to only paragraph. Use this setting if the paragraph’s content and the table’s content are interrelated so that the table would not make sense except when near that paragraph. This often is the setting you want for research reports.

Turn off Move with Text if the location of the table is not logically tied to a particular paragraph. This setting might be more in keeping with the design of a brochure or a newsletter in which the table’s contents are relevant to the entire document and should appear in a particular location for aesthetic reasons.


Tip
When you paste a table with Ctrl+V or the Paste button in the Clipboard group of the Home tab, you can click the Paste Options button and choose a format for the pasted table.

Sizing a table, row, or column

Word tables feature several kinds of handles and mouse pointers that enable you to manipulate and select cells, rows, columns, and entire tables, for example:

  • If you point to the lower-right corner of a table, the mouse pointer changes to a two-headed diagonal arrow. Drag it to resize the table.
  • If you point to the bottom gridline or border for a table row, the mouse pointer changes to a resizing pointer, with a double black horizontal bar and up and down arrows. Drag when you see that pointer to resize the row height. Resizing rows is not usually necessary, because they will automatically change height when you change the font size for the text in the row.
  • If you point to the right gridline or border for a table column, the mouse pointer changes to a resizing pointer, with a double black vertical bar and left and right arrows. Drag when you see that pointer to resize the column width.

Tip
Double-click the right column border with the resizing pointer to automatically fit the column width to its contents.

In other instances, you might need to be more precise about row and column sizes. For example, if you have a document such as an annual report or a product quality testing report, it’s desirable to make column widths fairly consistent to make the report look more orderly. When that’s the case, you can use the Row and Column tabs in the Table Properties dialog box to change the size for the selected row or column:

  • Row tab: Leave Specify height checked, and enter a size in the accompanying text box. If you want to make the size more permanent, change the Row height is setting from At least to Exactly. Use the Previous Row and Next Row buttons to move to other rows to format, and click OK when done.
  • Column tab: Leave Preferred width checked and enter a specific width (Figure 9.14). Use the Previous Column and Next Column buttons to choose the settings for other columns as desired, and click OK when finished.

    FIGURE 9.14 Enter precise row and column heights on the Row and Column tabs.

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Working with Table Layout and Design

Word 2013’s Table Tools ⇒ Design and Layout contextual tabs provide you with most of what you need to create tables that are both aesthetically appealing and functional. The Design tab tools enable you to improve the table’s appearance. The tools on the Layout tab help you ensure that the table presents information in a logical way that is meaningful to the reader.

So far we’ve looked at a number of basic tools that help you achieve the right structure for your tables. In this section we’re going to look at how to mold tables into shape and then polish them for your audience.


Note
Many of the Ribbon commands described in this section are also available in the right-click shortcut menu.

Modifying table layout

We all know that situations, ideas, and data change. Let’s look at how to cope with changes that impact the structure of data in a table.

All references to the Layout tab in this section refer to the Table Tools ⇒ Layout contextual tab to keep the descriptions brief. None of the Layout tab tools provide Live Preview, so carefully review the impact of any layout change and use Ctrl+Z to undo a change immediately if it doesn’t have the desired impact.

Deleting table, row, column, and cell contents

Sometimes you need to trim your tables by deleting rows or columns. Sometimes you have to delete the entire table, which is one of Word’s less intuitive processes. If you select a table and press the Delete key, the data inside the table is deleted, but the table rows and columns remain. The same thing sometimes happens when you try to delete a cell, a row, or a column.


Tip
If the table is part of a larger selection of text with text both above and below the table selected, then pressing Delete does remove the table as well as the additionally selected text.

Rather than say this a half dozen times, let’s just say it once. If you want to remove the contents of a cell, row, column, or table, select what you want to remove and press the Delete key. In the sections that follow we’ll be looking at table structure, not contents.

Deleting a table

You can use any of the following methods to delete an entire table:

  • Click anywhere in the table, and in the Layout tab click Delete in the Rows & Columns group, and click Delete Table, as shown in Figure 9.15. Word deletes the table immediately.

    FIGURE 9.15 Delete the current cell, column, row, or table using the Layout tab’s Delete menu.

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  • Move the mouse pointer over the table, right-click the table move handle, and then click Cut.
  • Select the table using the method of your choice, and then press Backspace.

Deleting rows, columns, and cells

To delete the current row or column, use techniques similar to deleting the table. Select the row(s), column(s), or cell(s) and press Backspace, or choose Layout ⇒ Delete ⇒ Delete Rows, Layout ⇒ Delete ⇒ Columns, or Layout ⇒ Delete ⇒ Cells.

When deleting cells, Word needs a little more information. The Delete Cells dialog box shown in Figure 9.16 prompts you to specify how to shift remaining cells or whether you in fact really mean to delete the row or column. Make your selection and click OK.

FIGURE 9.16 Word prompts to find out how to handle the rest of the column or row when you delete a single cell.

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Inserting rows, columns, and cells

To insert a row or column into a table, click in the row or column adjacent to where you want to insert, and then click Insert Above, Insert Below, Insert Left, or Insert Right in the Rows & Columns group of the Layout tab (refer to Figure 9.15), depending on where you want the new row or column to appear.


Tip
To add a new row to the end of an existing table, place the insertion point at the end of the entry in the bottom-right cell and press the Tab key. To add a new interior row, click outside the right side of the table above where you want the new row to appear, and press Enter.

To insert multiple rows or columns you have a couple of options. Select the number of rows or columns you want to insert, and then click the appropriate insert tool. Word will insert as many rows or columns as you have selected.

Word 2013 also includes a new method for inserting one or more rows or columns — Insert Controls. Just select the number of rows or columns to insert with the mouse, and then move the mouse pointer to the side of the selection where you want to insert the new rows or columns. (Move the pointer to the left of the selected row or above and to the right of the selected column.) As shown in Figure 9.17, the Insert Control (which looks like a divider with a plus button) appears. Click the plus to insert the specified number of rows or columns at the divider. In the example in Figure 9.17, because two columns are selected and the divider is to the right of the selection, clicking the plus would insert two new columns to the right of the selection.

FIGURE 9.17 Click the plus button that appears to insert new rows or columns in the specified position.

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To insert cells, select the cell(s) adjacent to where you want the new one(s) to appear, and click the dialog box launcher in the bottom-right corner of the Rows & Columns group in the Layout tab. You’ll see a dialog box containing the identical options shown in Figure 9.16. Choose your desired action and click OK.

Controlling how tables break

Sometimes you don’t particularly care how tables break across pages, but sometimes you do. When you need to keep certain rows together on a page:

1. Select the rows in question.
2. Click Properties in the Table group of the Layout tab (or right-click the selection and choose Table Properties from the shortcut menu).
3. Click the Row tab, and under Options uncheck the Allow row to break across pages check box.
4. Click OK.

To force a table to break at a particular point, move the insertion point to anywhere in the row where you want the break to occur, and then press Ctrl+Enter. Note that this doesn’t simply force the table to break at that point; it actually breaks the table into two tables. If the Repeat as header row at the top of each page setting on the Row tab of the Table Properties dialog box is enabled for the first row(s) of the original table, it won’t be inherited by the “new” table. You’ll have to copy the heading row to the new table and reinstate the setting, if needed.

Merging table cells

Sometimes you need to merge columns, rows, or cells. For example, it’s common to merge the cells in the top row of a table to create one larger cell to hold a title for the table. Merging cells is easy. Select the cells you want to merge and click Merge Cells in the Merge group of the Layout tab (refer to Figure 9.15).


Tip
You also can use the table eraser in the Layout tab’s Draw group. Click the Eraser tool, and then click on the table gridline or border segment to remove. To turn the eraser off, click its Ribbon button again, or press the Esc key.

Word can’t really merge rows or columns. Suppose you need to merge the cells from two columns into a single column on each row. What you want to end up with is the same number of rows with one less column. If you select both columns and click Merge Cells, however, Word treats that as a request to merge all the cells in the selection, and you end up with one big cell with the entries jumbled together. This is illustrated in Figure 9.18. The HIGH and LOW columns were merged, resulting in one big cell of useless data. There is no way around this. To get the desired result, you would have to select the HIGH and LOW column entries on each row and merge them individually.

FIGURE 9.18 Word cannot merge into multiple cells.

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Note
If you are also an Excel user, you could use Excel to merge columns of data as in the previous example. Excel has functions that enable you to join text from two separate cells into a single entry.

Splitting cells, rows, and columns

At first it seemed that one cell, row, or column was fine, but later you decide that the logic of the table layout calls for two (or more) cells where there once was one. If you split a cell that holds text, the text will remain in the left or upper-left cell in the split group. In Figure 9.19, the cell with X-Large in it was split into three cells, as illustrated by the settings in the Split Cells dialog box.

FIGURE 9.19 When you split cells, specify how many rows and columns you want to create.

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To perform a split, select the cell(s) to split, click Split cells in the Merge group of the Layout tab, make Number of columns and Number of rows entries as needed in the Split Cells dialog box, and click OK.

Horizontal splits or splits where you start by selecting multiple rows or columns are often harder to control. The trick is to make sure that items are horizontally displayed and separated either by at least two spaces or by a tab (press Ctrl+Tab to insert a tab inside a table). It can still be tedious, but it’s a bit more direct than using the dialog box, and you have more control and precision.

Cell size

When you’re using a table to lay out a fill-in form, cell measurements sometimes have to be precise, especially when you’re trying to align a Word document with preprinted forms. When cell height and width need to be controlled precisely, click the Table Row Height or Table Column Width boxes in the Cell Size group on the Layout tab, shown in Figure 9.20. Note that cell height cannot vary for any cell within any given row.

FIGURE 9.20 Use the Cell Size group on the Layout tab to specify the precise height and width of rows and columns.

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When you need rows to have a uniform height, click the Distribute Rows button to the right of the Table Row Height text box. If rows are of different heights — as sometimes happens when you’re converting part of an Excel spreadsheet into a Word table — this command determines the optimal height and equalizes the height of all selected rows or of all rows in the table if no rows are selected.

Similarly, click Distribute Columns (found to the right of the Table Column Width text box) to set selected or all columns to the same width. If different rows have different widths, this command will not equalize the whole table. It works only when all the rows have the same width. If any differ (for example, if row two is 4 inches and all the other rows are 3.5 inches, giving the table a ragged left and/or right edge), it won’t equalize them all. To remedy this, drag the right border(s) of shorter or longer rows so that they all align on the left and right.

Alignment

The Alignment group of the Layout tab offers nine cell alignment options, as shown at the left in Figure 9.21. To change how the contents align horizontally or vertically within any cell, click in or select the cells you want to change, and then click the desired tool. As noted elsewhere, many users confuse cell alignment with table alignment. With the whole table selected, this tool will at most set the individual alignment of each cell and won’t have any effect on table alignment. Instead, select the whole table and use the Paragraph group alignment tools in the Home tab, or use the Alignment setting in the Table Properties dialog box.

FIGURE 9.21 Word offers nine options for cell alignment, as well as the ability to change text direction and cell margins.

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Text direction

To control text direction in selected table cells, click the Text Direction tool in the Alignment group of the Layout tab. This command toggles the text between the normal horizontal layout, to text vertically aligned at the right side of the cell, to text vertically aligned at the left side of the cell. For example, you may prefer to change to one of the vertical alignments when the titles in the top row of the table are wider than the rest of the entries in the column, and you’re having trouble fitting the table horizontally on the page. Formatting the titles vertically would enable you to make the columns narrower to better fit the table on the page.

Cell margins and cell spacing

Word provides several kinds of controls for cell margins. Cell margin is the distance between cell contents and cell walls. Proper margins can keep cells from becoming too crowded and unreadable. Additional spacing can also prevent data from printing over the borders when you’re using a table to format data for printing on preprinted forms. To set cell margins and cell spacing, click Cell Margins in the Alignment group of the Layout tab, shown in Figure 9.21. This displays the Table Options dialog box shown in Figure 9.22.

FIGURE 9.22 If your table is too crowded, increase the default cell margins.

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Despite the name of the Default cell margins section of the dialog box, it does not set the default cell margins or spacing for tables. It sets the cell margins only for the currently selected table, and the settings you enter apply to all cells in the table.

The Allow spacing between cells setting under Default cell spacing in the Table Options dialog box can be used to create the effect shown in Figure 9.23. This gives the table the appearance of having a distinct box inside each table cell.

FIGURE 9.23 Cell spacing can give tables a dramatic appearance.

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Tables that span multiple pages

When a table spans multiple pages, Word can automatically repeat one or more heading rows to make the table more manageable. When the need arises, select the target table’s heading rows (you can have multiple heading rows), and click Repeat Heading Rows in the Data group of the Layout tab. The selected heading rows are then repeated where necessary. The setting can be toggled on or off for each individual table. Because the number of heading rows can vary, this setting cannot be made the default for all tables, nor incorporated into a style definition.


Note
If you are preparing a document for the web and working in Web Layout view, the Repeat Heading rows command has no effect, because web pages are seamless and do not have page breaks in concept.

Sorting table rows

Word provides a flexible and fast way to sort data in tables. To sort a table, select the first column (field) to sort by, and click the Sort button in the Data group of the Layout tab. Word displays the Sort dialog box, shown in Figure 9.24. If the table has headings in the first row at the top of each column, selecting the Header Row option under My list has does two things. First, it provides labels in the Sort by and Then by drop-down lists. Second, it excludes the header row from the sort.

FIGURE 9.24 The Sort command lets you sort by up to three fields.

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If you did not select a column before opening the Sort dialog box, select the first sort field from the Sort by drop-down list. Open the Type drop-down list and click Text, Number, or Date to match up with the type of data stored in the sort column. Choose Ascending or Descending depending on whether you want to sort from A to Z, or lowest to highest, or most recent to least recent — or vice versa for any of those. To sort by additional fields, open the two Then by drop-down lists and click a field name to include up to two of them, and set the additional type and sort order settings. Click Options to determine additional settings, including how fields are delimited (for non-table sorts), whether to make the sort case-sensitive, and the sorting language. Click OK to close Sort Options, and then click OK to apply the sort.

Adding table calculations

Word can perform some calculations using the Formula button in the Data group of the Layout tab (refer to Figure 9.19). To use it, first create a cell or row where you want to include formulas, and then select the first cell in which to enter a formula. Note that you only can select multiple cells when the formula will be the same in each one, such as summing all the cells above the selection. Click Formula in the Data group of the Layout tab. Edit the contents of the Formula text box. Or you can click to the right of the equals sign (=) in the Formula text box and use the Paste function drop-down list to paste in one of the predefined functions and indicate what cells to calculate between the parentheses. If needed, choose a format from the Number format drop-down list; the selection shown in Figure 9.25 formats the number with two decimal places. Click OK to insert the formula in the cell.

FIGURE 9.25 These Formula settings calculate an average and set it to display with two decimal places.

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As with Excel, you also can use “cell addresses” to specify which cells to calculate on in a table; the column is column A, and the first row is row 1. Let’s say you work as a freelance personal assistant and want to create an invoice that calculates your billing based on various rates you charge for various tasks. You create a table with four columns and enter Task, Hours, Rate, and Item Total in the top row. In the second row you enter Filing, 3.25, and 10 in the first three cells. You then click in the fourth cell of the second row and display the Formula dialog box (Layout contextual tab, click Formula in the Data group). Edit the Formula text box entry to read =B2∗C2, because you want to multiply the values in the second and third columns (Hours times Rate) to get the Item Total for the row. Choose a format with the dollar sign and two decimals from the Number format drop-down list, and click OK. The correct total of $32.50 displays for that row. In the next row, you could enter the next Task, Hours, and Rate values, and then use the Formula dialog box to create a formula in the fourth column that calculates =B3∗C3, incrementing the row number in the formula for each new row. Then, to create an overall total in the final row, you can enter Total in the third column, and in the fourth column use the Formula dialog box to enter an =SUM(ABOVE) formula, formatted as currency like the formulas above it.

Unfortunately, you cannot copy or fill formulas across a row or down a column and have the addresses increment (as relative cell addresses in Excel do); you have to insert a new formula in each individual table cell, or copy a formula with Excel-style cell addressing and then edit the field and change the cell addresses. If you use Word for math, double-check all calculations using a calculator or Excel. But if you have Excel and you need complex math in tables, then use Excel. You can then link the results to Word.

As you might imagine if you’ve done any work with Excel, you can create more complicated formulas in Word by using parentheses to group multiple functions and calculations. To redisplay the Formula dialog box to edit a calculation, click in the calculation so you see gray shading behind it. And use Layout ⇒ Data ⇒ Formula to redisplay it.


Note
If you change the values that a table is using to perform calculations, then you will need to recalculate the table. The table formulas are inserted as fields, and unlike the formulas in Excel, they do not recalculate automatically. The safest way to ensure that a table’s calculations are up to date is to click a table cell, click the table move handle to select the whole table, and then press F9.

Modifying table design

Word 2013 provides a number of powerful tools to help you quickly enhance the look and feel of your tables. One of these tools, Table Styles, features Live Preview. In this section we’ll look only at the features contained in the Table Tools ⇒ Design contextual tab, shown in Figure 9.26.

FIGURE 9.26 The Design contextual tab provides access to six Table Style Options and a gallery of Table Styles.

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Applying a table style

Word 2013’s refreshed and updated preset table styles enable you to change the look of any table with just a few clicks. Table styles provide a wide variety of formatting that you can preview live in your table. You can use styles to ensure a consistent, professional look when you include multiple tables within a single document. You can also modify a table style and save the modified versions for later use.

To apply a table style, click anywhere in the table to format, and then click the Table Tools ⇒ Design contextual tab (from here referred to as the Design tab for simplicity). In Table Styles, hover the mouse over various styles and observe the changes to your table. As you move the mouse, tooltips display the name of the selected table style (such as Plain Table 1), as shown in Figure 9.27.

FIGURE 9.27 As you move the mouse over various table styles, the currently selected table displays a Live Preview of the formatting.

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If you see a style you like, click it to apply it to your table. If it’s not perfect you can modify it. If you don’t see a style you like, click the More button to the right of the table styles. Word displays the full Table Style Gallery, showing Plain Tables, Grid Tables, and (if you scroll down) List Tables categories of table styles, as shown in Figure 9.28. Move the mouse pointer over additional styles to preview their look on your table, and then click the style to apply. Note that you can click Clear near the bottom of the gallery to remove a previously applied table style.

FIGURE 9.28 The Table Styles gallery enables you to test-drive dozens of built-in table styles.

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Choosing table style options

The Table Style Options group at the left end of the Design tab provides access to six options, shown in Figure 9.26, that you can apply to your table. For some of these to work, you have to apply a table style that includes shading rather than trying to use them with the plain Table Grid style that is the default for newly inserted tables. After you apply an overall table style, click to check to apply Table Style Options to your tables, or remove checks to turn the corresponding features off:

  • Header Row: Applies special formatting to the entire top row in your table.
  • First Column: Applies special formatting to the entire first column.
  • Total Row: Applies special formatting to the last row, generally a double border above the row as for traditional accounting formatting for numeric totals. The formatting may be omitted for the first cell.
  • Last Column: Applies special formatting to the last column, except for the top cell.
  • Banded Rows: Alternates shading in rows to create a horizontal striping effect. This helps the reader focus on specific rows.
  • Banded Columns: Alternates shading in columns to create vertical stripes, focusing the reader on columnar comparisons.

Shading cells

You can apply shading (a background fill color) to individual cells, rows, columns, or to a complete table. You can use shading sometimes to draw attention to one or more elements of a table. For example, if you added a row with calculated averages to the bottom of a table, you might want to call attention to that data with special shading. It’s also common to use shading to set off a title row or column.

Select the cells, rows, or columns to shade, and then click Shading in the Table Styles group of the Design tab. Live Preview works with the Shading gallery, as shown in Figure 9.29. Move the mouse pointer over a color to preview it on the selection, and then click when you’re ready to apply a color. Figure 9.29 shows light shading applied to the left column of a table, with darker shading being previewed in the top row. Note that when you apply Theme Colors as your shading choices, those colors automatically update whenever you apply a new theme to the document. Use the More Colors command to apply colors that won’t change when you change the theme.

FIGURE 9.29 Live Preview works with the Shading choices.

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Tip
You also can use the Shading button in the Paragraph group of the Home tab to apply shading.

Modifying and saving a table style

To modify the table style applied to the selected table:

1. Open the Table Styles gallery and click Modify Table Style near the bottom the gallery. The Modify Style dialog box shown in Figure 9.30 appears.

FIGURE 9.30 Use the Modify Style dialog box to make changes to a table style.

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2. Type or edit the name in the Name text box if you want to rename the style. You can use the Modify Style dialog box to apply style formatting, as described in Chapter 7, “Using Styles to Create a Great Looking Document.”
3. Open the Apply formatting to drop-down list and choose the part of the table for which you want to change formatting.
4. Use the formatting choices above the preview to format the selected item.
5. Repeat Steps 3 and 4 to change additional parts of the style.
6. Check an option to store the style Only in this document or in New documents based on this template.
7. Click OK.

If you want to create a new style rather than modify one of the existing ones — which is a good choice when you want to keep all the original table styles intact — click the New Table Style choice at the bottom of the Table Styles gallery. The Create New Style from Formatting dialog box that appears has the same settings as those in the Modify Style dialog box shown in Figure 9.30. Enter a table Name, and then open the Style based on the drop-down list to choose an existing table style to serve as the model or base for your new style. Make formatting adjustments as described in Steps 3 and 4 here, choose where to store the file, and then click OK to finish creating your new style. The new style will appear in a category named Custom at the top of the Table Styles gallery.


Note
You can delete a style that you’ve created from the Table Styles gallery. Right-click the style thumbnail and click Delete Table Style. Click Yes in the message box that appears to confirm the deletion.

Borders and table drawing (border styles, border painter)

Border lines separate a table into cells, rows, and columns. You’ve seen in other chapters that borders are not unique to tables, and can be applied to characters and paragraphs as well. They also can be applied to other Word document elements, such as text boxes, frames, and graphics. Any of the border tools can be used to control borders in tables. None of the border tools offer Live Preview, although the Borders and Shading dialog box does provide a generic preview.

You have two strategies for working with borders. You can launch the Borders and Shading dialog box. For a detailed description of how to apply borders using the Borders and Shading dialog box, see the “Borders and boxes” section in Chapter 6, “Paragraph Formatting.”

The second strategy uses an ad hoc approach, by using the Border Styles, Line Style, Line Weight, Pen Color, and Borders tools in the Design tab, shown in Figure 9.31. Use the border formatting tools together to change borders:

1. Select the cells, rows, or columns to which you want to apply borders.
2. In the Borders group of the Design contextual tab, choose the settings you want from the Line Style, Line Weight, and Pen Color drop-downs; or click the Border Styles button and click a border style in the gallery.
3. Click the Borders button down arrow, and then click to specify where you’d like to apply the borders. Click Outside Borders to put borders all around the selection, for example.

FIGURE 9.31 Use the Borders Styles tool and its friends to make ad hoc changes to table borders.

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Tip
Click No Border in the Borders tool menu to remove existing borders from the table selection.

Once you’ve applied a border style you like to selected cells, you can use Word 2013’s new Border Painter tool to copy it to other selections, as shown in Figure 9.32. Click Border Painter, and then drag the painter mouse pointer to apply the specified border to cell, row, and column boundaries. Press Esc to turn the Border Painter off when finished.

FIGURE 9.32 When the Border Painter is active, drag to copy border settings to other table locations.

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Tip
Remember that if you remove all table borders, you may want to turn on table gridlines so that you can see cell boundaries. The View Gridlines setting is in the Table group of the Table Tools ⇒ Layout tab.

Using the table eraser

The table eraser removes parts of tables. It doesn’t merely remove border lines; it deletes the cell boundaries in a table where you specify. You can use the table eraser to turn interior cells into a larger interior cell. Be careful, though. If you try to delete a table’s upper-left cell, you might instead delete the whole top row of the table.

To use the table eraser, click in a table and then click Eraser in the Draw group of the Table Tools ⇒ Layout tab. Click on cell boundaries to remove as needed. (Remember to press Ctrl+Z immediately if you inadvertently click the wrong border.) To dismiss the eraser, either click the Eraser tool again to toggle it off, or press Esc. The eraser also deactivates if you click outside a table (in regular text).

Adding a Shape

In addition to adding a table and inserting other types of graphics such as pictures (which you’ll learn about next) into a document, you can insert a predefined shape. To add a shape to the current page of the document:

1. Click the Insert tab, and in the Illustrations group, click Shapes.
2. In the Shapes gallery (see Figure 9.33), click a shape in one of the categories: Recently Used Shapes, Lines, Rectangles, Basic Shapes, Block Arrows, Equation Shapes, Flowchart, Stars and Banners, or Callouts.

FIGURE 9.33 Insert a shape from the Shapes gallery.

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3. Add the shape to the document using one of two methods:
  • Click to insert the shape at its default size.
  • Drag on the page to specify the size that you want for the shape.

Note
Generally speaking, you can combine Flowchart shapes along with the Lines shapes to create flowchart-like graphics. (Group the shapes after sizing and positioning them.) However, if you often need to create complex, professional flowcharts, a program such as Visio may be more appropriate for your needs.

Formatting a shape resembles formatting a picture and other types of graphics, which you’ll learn more about later in the chapter. The key difference is that the commands for formatting a shape are found on the Drawing Tools ⇒ Format contextual tab rather than the Picture Tools ⇒ Format tab. One big difference in formatting options has to do with the overall composition of the shape. In most cases, when you insert a shape and select it by clicking it, one or more yellow handles appear along with the regular selection handles. You can drag these handles to redefine the proportions of individual aspects of the shape within the overall shape boundary. For example, Figure 9.34 shows three copies of the same shape. The left one shows how the shape appeared when originally inserted. It is selected, and the yellow smart handle appears at the left side of the circular center. In the middle copy I dragged the smart handle as far toward the center as possible. In the right copy, I dragged the smart handle as far away from the center as possible.

FIGURE 9.34 Use any yellow smart handles that appear to redefine the internal proportions of the shape.

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Inserting a Picture from a File

You can insert pictures in Word in several ways, using pictures from a variety of graphics formats. If you have pictures on removable media — such as SD (secure digital), CF (compact flash), CD, DVD, or USB drive — it’s usually best to copy those pictures to your hard drive before you proceed. Although you can insert directly from such sources, or from a network location or over the Internet, you have more options available to you if the files are on your own computer in a location that is always accessible.

You might also have pictures available from a webcam, another camera, or a scanner connected to your computer. To use pictures from these types of devices, save the images to your hard drive first.

Though it’s not necessary, you often can save time when pictures, sounds, and other files are where Word and other programs expect them to be. In the case of pictures, the expected location is your Pictures Library (or the My Pictures folder, which the Pictures library in Windows 7 or 8 integrates by default).


Note
This book assumes that you’re working with a Word 2010 or Word 2013 .docx file, and not a Word 97–2003 Compatibility Mode file. This matters because in Compatibility Mode, picture file linking is accomplished with the INCLUDEPICTURE field. In a Word 2013 file, linking is accomplished with XML relationships.

Adding the picture

To insert a picture at the current insertion location in a document:

1. Click Pictures in the Illustrations group of the Insert tab. The Insert Picture dialog box appears as shown in Figure 9.35, by default showing the contents of your Pictures library.

FIGURE 9.35 When you insert a picture, the Pictures Library contents appear first.

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2. If the picture is in an alternate location, navigate to it.

Tip
Notice in Figure 9.35 that SkyDrive appears as a choice under Favorites. This choice appears when you have the SkyDrive for Windows application installed. When you copy a picture to your local SkyDrive Pictures folder and then sign in to SkyDrive.com, or upload a picture to your SkyDrive Pictures folder, the local and online Picture folders sync to have the same contents. In the Insert Pictures dialog box, click SkyDrive and then double-click Pictures to access the local copies of your synced image files.

3. Once you’ve found the picture to insert, you can either double-click it to insert it immediately or click it once and choose an insert method from the Insert button drop-down list. The options for inserting pictures are:
  • Insert: The picture is embedded in the current document. If the original is ever deleted or moved, it will still exist in your document. If the original is ever updated, however, your document will not reflect the update. The document file will be larger because the original image is stored in the .docx file. If neither file size nor updates are important, this is the best option.
  • Link to File: A link to the picture is inserted, and the picture is displayed in the document. The document file will be smaller — often dramatically smaller — because the image is external to the Word document. If the original file is moved or deleted, it will no longer be available for viewing in the document, and you will see the error message shown in Figure 9.36 (see the Caution that follows for more information). On the other hand, if the image is modified or updated, the update will be available and displayed in Word. If file size is an issue but the availability of the image file is not, then this is the best option.

    FIGURE 9.36 If you rename, move, or delete a linked picture file, Word will not be able to display it.

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  • Insert and Link: The image is both embedded in the document and linked to the original file. If the original file is updated, the picture in the document will be updated to reflect changes in the original. Because the file is embedded, the document will be larger than it would be if only linked. However, the document will not be larger than it would be if only inserted. If file size is not an issue but updates are, this is the best option.

Caution
If a link is broken, you can find the name of the missing file, which can help you replace the file, if needed. To discover the name, choose File ⇒ Info ⇒ Edit Links to Files. (The link is near the bottom-right corner of the Info page in Backstage.) In the Links dialog box, the name of the file appears next to Source file. Note the Update Now button. If you restore a missing file and click Update Now, in theory the picture should replace the red X and error message. It does not always work, however — nor does pressing F9. What does usually work, however, is to save and close the file, and then reopen it. When opening files, Word does a better job of checking and restoring links than the Update Now button does.

Supported picture file formats

If the picture you want doesn’t appear in Word’s Insert Picture dialog box but you know it should be in the current folder, click the All Pictures button in the lower-right corner, and in the list of choices shown in Figure 9.37 click the desired picture (graphic) file format to narrow the list of displayed pictures to ones that match the selected type.

FIGURE 9.37 Word supports a number of popular graphics file formats.

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The most popular picture format, used by most digital cameras, is JPEG, which stands for Joint Photographic Experts Group (so if you didn’t know before, you do now). Word 2013 comes with a converter that supports JPEG files, which can have a .jpg or .jpeg file name extension. Other Word 2013–supported popular formats include Graphics Interchange Format (.gif), which is heavily used on the Internet due to its support for transparent backgrounds, which makes such images better suited for web page design; Portable Network Graphics (.png), also heavily used on the web due to its support for transparency; Tagged Image File Format (.tif or .tiff); Windows Metafile (.wmf); Enhanced Metafile (.emf); and Windows Bitmap (.bmp).


Note
A default Word installation includes all the available graphics filters (converters). To make sure all the graphics filters are installed, open Control Panel and click Uninstall a program under Programs. Click the Microsoft Office 2013 choice (the name may vary depending on your version of Office), and click Change. Type an administrator password when prompted, and then click Yes. Leave Add or Remove Features selected in the installation dialog box that opens, and click Continue. In the Installation Options tab, click the plus (+) icon beside Office Shared Features. Click the plus (+) icon beside Converters and Filters. Click the plus (+) icon beside Graphics Filters. Click the drop-down beside any converter you need to make sure it is installed, and click Run from My Computer if that option is not selected. Then click Continue to continue with the installation update, and close Control Panel when you finish. You may be prompted for an installation DVD, depending on how you set up Word.

If your file format isn’t supported natively by Word 2013, your best bet might be to open it in the program originally used to create it, if available, and use Save As to convert it to a graphic file format that Word supports, such as JPEG. This is especially true if you created the image in a relatively esoteric type of design/drafting software or something like that. You could also search the web for a freeware or low-cost graphics editing program that can convert the desired file format; check the program’s capabilities carefully before buying. The freeware program Gimp (www.gimp.org) can open and save to a number of different graphics file formats, as can IrfanView (download.cnet.com/IrfanView/), another freeware graphic program.

Adding an Online Picture

Prior versions of Word included a locally stored collection of clip art images that you could insert through a Clip Art pane or gallery. Word 2013 does away with that functionality, replacing it with a streamlined Online Pictures tool that enables you to find and insert pictures and clipart from Office.com, Bing Image Search, your SkyDrive, or Flickr. (It wouldn’t be surprising to see other social media/sharing services added in future updates.)

This section shows you how to search for and select an image from Office.com. The benefit of choosing Office.com over Bing Image Search is that Office.com offers royalty-free images for use in your projects free of charge. (According to 8.1 in the Microsoft Services Agreement, http://windows.microsoft.com/en-US/windows-live/microsoft-services-agreement, you simply can’t resell the pictures or any project that relies primarily on them. For example, you might get into trouble if you downloaded an image from Office.com, made 8 × 10 color printouts of it, and then tried to frame them and sell them as art.) Images on Bing Image Search are released under the Creative Commons licensing scheme. This means that the owner of each image or illustration determines the particular licensing. For example, a Creative Commons Attribution-Share-Alike 3.0 License requires that you give credit (attribution) as specified by the creator anywhere you use the image or illustration, and that you share any derivatives or alterations of the work under the same license. When you select a picture or illustration after using Bing Image Search, the information should include a link that you can click to find out about the Creative Commons licensing for the selected item. The Flickr choice enables you to connect with images you’ve stored in your flickr.com account.

Here’s how to find and insert an image from Office.com in a document:

1. Make sure you are signed in and your system is connected to the Internet, and click to position the insertion point where you want to insert the picture.
2. Click the Insert tab, and then click Online Pictures in the Illustrations group. The Insert Pictures window shown in Figure 9.38 appears.

FIGURE 9.38 Use the new Insert Pictures feature to find and download images from Office.com and more.

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3. Type a search term in the text box to the right of Office.com Clip Art, and then click the Search (magnifying glass) button at the right. Insert Pictures finds and displays matching pictures.
4. Scroll down to preview additional pictures, if needed; click the one you want to insert, as shown in Figure 9.39; and then click Insert. Word downloads the image or illustration and displays it at the insertion point.

FIGURE 9.39 Select the image or illustration you want to insert, and then click Insert.

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The process for finding a picture with Bing Image Search is similar to the above, except in Step 3 you would type the search term in the text box to the right of Bing Image Search, instead. Then run the search. To insert a picture from your SkyDrive from the Insert Pictures window, make sure you are signed in to Word using your Microsoft account. Open Insert Pictures, and click Browse to the right of your SkyDrive. The window displays the folders in your SkyDrive, including the Pictures folder. Click a folder to display its items, click an image to insert, and then click the Insert button.


Tip
The first time you click the Flickr button at the bottom of the Insert Pictures window, you’ll see a prompt to connect to your account. Click Connect, and then enter your account sign-in information when prompted.

Pasting or Snapping a Picture

It may not always be the case that the source image is one stored on your hard disk. You may want to grab an image out of a document you’ve received from another user and reuse it yourself, or you may have downloaded a PDF file with an image you’d like to reuse. Or you may want to take a picture of what you’re doing in another Office program to include in the current document. Let’s see how that works.

Pasting a picture

You can also insert pictures from the Clipboard and from your Internet browser (usually, but not always). To use the Clipboard, display the picture in any Windows program that supports graphics, and use that program’s controls to select and copy the picture to the Clipboard. If all else fails, try selecting the picture, right-clicking it, and choosing Copy or Copy Picture. Then, in Word, move to where you want to insert the picture, and press Ctrl+V (or click Paste in the Clipboard group of the Home tab). After you paste an image, a Paste Options button appears; if the picture includes any added formatting, you can use the Paste Options to determine whether to keep the original formatting or merge formatting.

Sometimes the copy-and-paste method works from Internet Explorer, Firefox, Google Chrome, and other popular browsers — other times not. When the Clipboard method fails, or when you want a copy of the file itself (not simply the embedded version in a Word document), you can try several things.

In Firefox, right-click the picture and choose Save Image As. In Save Image, navigate to where you want to store the file, accept the name shown or type a new one (no need to type an extension — Firefox automatically supplies it), and click Save. In the Windows 7 or Windows 8 Desktop version of Internet Explorer, right-click the picture and choose Save picture as. Again, navigate to the desired location, specify a file name, and click Save. In the new Windows 8 Internet Explorer app (launched from the Start screen), start the process by right-clicking the picture and clicking Save to picture library.


Tip
Before reusing pictures from the Internet, however, please make sure that you have a right to do so. Many pictures on the Internet are copyright protected.

There are a number of ways to find pictures on the Internet, from surfing to explicitly searching. Google itself has an Image Search feature. From Google’s home page, click Images. In the Image Search page, type the search text (enclose in quotes to search for a whole name), and click Search Images. Another common technique is to include the word “gallery” in the search, although these days you’d probably find a lot of Office 2013 gallery hits! In addition to enabling you to store your own pictures, Flickr enables users to share pictures and make them available for download. It even has a special section of images released under the Creative Commons licensing scheme at http://www.flickr.com/creativecommons/.

Taking a screen shot

Windows itself has long offered the built-in ability to copy a picture of what’s on-screen to the Clipboard via the Print Screen or Shift+prnt scr shortcut keys. Word 2013 (and some of the Office applications) builds on this feature by enabling you to insert a screen shot of other open Office file windows — including Help windows — directly into Word. You might want to take advantage of this feature if you are writing how-to instructions about a task for a colleague, or if you want to show data from an Excel workbook and don’t feel that you need to be fussy about copying and pasting specific cells. To snap a screen shot in Word:

1. After opening the desired application window and switching back to Word, click to position the insertion point where you want to insert the picture.
2. Click the Insert tab, and then click Screenshot in the Illustrations group. The gallery of Available Windows to shoot appears as shown in Figure 9.40.

FIGURE 9.40 Insert a picture of another open Office window in the current document.

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3. Click the window to shoot. A picture of the window appears at the insertion point.

Tip
If you want to crop the screen when you insert it, close all open Office windows except the current Word document and the one you want to insert. (Or, you can switch to the application that you want to take a screen shot of and then switch to Word; the key is the application you want to shoot has to be the last one that was active before you switched to Word.) Choose Insert ⇒ Screenshot, and then click Screen Clipping below the gallery. Drag on the shaded version of the window that appears to specify what portion will appear in Word. Or you can crop the screen shot after inserting it into Word as described later in this chapter.

Manipulating Inserted Pictures (and Other Graphics)

After you insert a picture or other graphic into the document, you can use a plethora of tools in Word 2013 to position, style, and otherwise work with the image to integrate it into your document in the most attractive way possible. For example, this section covers the various text wrapping options and their implications.

Controlling picture positioning

Wrapping is the term used to classify the various ways in which pictures (as well as other graphics) appear relative to the text in a Word document. It helps to understand that a Word document has several different layers. Where you normally compose text is called the text layer. There are also drawing layers that are both in front of and behind the text layer. A graphic inserted in front of the text layer will cover text up, unless the graphic is semitransparent, in which case it will modify the view of the text. Graphics inserted behind the text layer act as a backdrop, or background, for the text.

Additionally, there is the header and footer layer. This is where headers and footers reside. This area is behind the text area. If you place a graphic into a header or footer, the graphic will appear behind the text. Dim graphics placed in the header and footer layer often serve as watermarks. Sometimes the word CONFIDENTIAL will be used in the header and footer layer, branding each page of the document as a caution to readers.

Setting wrapping and wrapping defaults

The Wrap Text setting determines how graphics interact with each other and with text. Table 9.1 describes the available Wrap Text settings. Knowing how you plan to position a picture should determine the wrapping setting. Wrapping effects and typical uses are shown in Table 9.1. Wrapping comes in two basic flavors: In Line with Text (in the text layer) and floating (in the graphics layer, which includes the other six wrapping formats listed in Table 9.1). Floating means that the picture can be dragged anywhere in the document and isn’t constrained in the way that pictures in the text layer of the document are.

TABLE 9.1 Wrap Text Setting

Wrapping setting Effect/application
In line with text Inserted into text layer. Graphic can be dragged, but only from one paragraph marker to another. Typically used in simple presentations and formal reports.
Square Creates a square “container” in the text where the graphic is. Text wraps around the graphic, leaving a gap between the text and the graphic. The graphic can be dragged anywhere in the document. Typically used in newsletters and flyers with a fair amount of white space.
Tight Effectively creates a “container” in the text where the graphic is, of the same shape as the overall outline of the graphic, so that text flows around the graphic. Wrapping points can be changed to reshape the “hole” that the text flows around. The graphic can be dragged anywhere in the document. Typically used in denser publications in which paper space is at a premium, and where irregular shapes are acceptable and even desirable.
Behind text Inserted into the bottom or back drawing layer of a document. The graphic can be dragged anywhere in the document. Typically used for watermarks and page background pictures. Text flows in front of the graphic. Also used in the assembling of pictures from different vector elements.
In front of text Inserted into the top drawing layer of a document. The graphic can be dragged anywhere in the document. Text flows behind the graphic. Typically used only on top of other pictures or in the assembling of vector drawings, or when you deliberately need to cover or veil text in some way to create a special effect.
Through Text flows around the graphic’s wrapping points, which can be adjusted. Text is supposed to flow into any open areas of the graphic, but evidence that this actually works is in short supply. For all practical purposes, this appears to have the same effects and behavior as Tight wrapping.
Top and bottom Effectively creates a rectangular “container” the same width as the margin. Text flows above and below, but not beside, the graphic. The picture can be dragged anywhere in the document. Typically used when the graphic is the focal point of the text.

To set the wrapping behavior of a graphic, click it and then click the Wrap Text button in the Arrange group of the Picture Tools ⇒ Format tab. Choose the desired wrapping from the list menu, as shown in Figure 9.41. The Square wrap setting was previously applied to the selected picture in Figure 9.41.

FIGURE 9.41 Wrapping behavior determines where you can position a picture or graphic in Word.

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In Word 2013, you also can click the Layout Options button that appears to the right of a selected picture or graphic to access Text Wrapping settings in a flyout, as shown in Figure 9.42. You can click one of the wrap settings under In Line with Text or With Text Wrapping to change the wrapping. Clicking See more opens the Layout dialog box; you can use the settings on the Position tab to set a precise Horizontal and Vertical location on the page for the selected graphic, or the Text Wrapping tab to set more general wrapping options. For example, you can use the Distance from text settings to control the white space between the wrapped graphic and surrounding text.

FIGURE 9.42 The Layout Options button also enables you to work with text wrapping.

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Note
Both the Wrap Text button menu and the Layout Options flyout include Move with text and Fix position on page options (with different capitalization, however). Choosing Move with text, the default, means the graphic will stay with its surrounding text, moving up or down as needed when you delete or add text earlier in the document. The Fix position on page option keeps the graphic in the same position, unless so much text is added or deleted that the paragraph it’s anchored to moves to the next or prior page; in that case, the graphic moves with its anchor to the new page. Figure 9.42 shows the anchor icon at the upper left of a selected picture.

You can also change the default Wrap Text setting. In most cases, having a graphic appear in line wastes space and can interrupt the flow of the text, especially if you weren’t precise about positioning when you inserted a graphic. To set the default wrapping style for most graphic objects you insert, paste, or create, choose File ⇒ Options ⇒ Advanced. In the Cut, copy, and paste section, click the Insert/paste pictures as drop-down list arrow, and click the desired default Wrap Text setting. Then click OK.

You should note that when you insert shapes, Word applies the In Front of Text Wrap Text setting by default. If you copy a picture from one part of a document and paste it elsewhere, the copy inherits the wrapping style of the original picture, and won’t use your default.

Changing wrap points

When you’ve applied some of the Wrap Text settings to a picture or an object, you can change the wrap points. The wrap points are special handles that enable you to alter the wrapping boundaries for a graphic. Moving the wrap points further away from the graphic puts more space between the graphic and the text. For example, you might move the top corner wrap points for a photo up to add white space above the photo. To edit the wrap points for a graphic:

1. Click the picture or graphic (you might need to click twice), to select it, and then apply the desired text wrapping setting if needed.
2. Choose Wrap Text ⇒ Edit Wrap Points in the Arrange group in the Picture ToolsFormat tab (or from the applicable contextual tab for the selected object). The object border changes color and the wrap point handles appear.
3. Drag the wrap point handles to the desired position, as shown in Figure 9.43. As you can see in the figure, the mouse pointer also changes when the wrap points are active.

FIGURE 9.43 Move wrap points to change the way text flows around a picture.

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4. Click outside the selected object to deactivate the wrap points.

Choosing a position

The Position gallery in the Arrange group of the Picture Tools ⇒ Format tab (or the Drawing Tools ⇒ Format tab) enables you to skip moving a picture or graphic and setting wrapping on your own and just have Word handle it for you. Select the object to move into position, and then click Position in the Arrange group. A gallery of choices appears. Click one of the choices under With Text Wrapping to move the picture to the specified location on the current page.

Moving a graphic

You can move any graphic by dragging it, and some graphics can be dropped anywhere in the document. Graphics with Wrap Text (from the Arrange group in the Format contextual tab) set to In Line with Text, however, can be dropped only at a paragraph mark. All other graphics (in other words, those with wrapping settings that enable them to “float”) can be dragged and dropped anywhere. To drag a graphic, click to select it, and then drag it where you want it to go.


Note
Word won’t let you drag a picture or other graphic into position when Wrap Text is set to In Line with Text, because that wrap setting anchors the graphic to its original inserted location. If you find you can’t move a picture to a new location as desired, check the Wrap Text setting and make sure it’s set to an option that enables you to move the graphic.

Dragging a graphic with live layout and alignment guides

Word 2013 now provides a more real time preview of how your document will look as you move and resize objects. The live layout feature causes text to reflow around a wrapped graphic as you move it around. For example, this can be important if you have automatic hyphenation turned on and want to choose a position for the graphic that causes the least hyphenation. Live layout works hand in hand with the new alignment guides feature. One or more alignment guides appear when you drag a graphic and it reaches a position where it lines up with text, such as the top of a paragraph as shown in Figure 9.44, or the left margin, right margin, or center point of the page. If you release the mouse button when an alignment guide appears, chances are the graphic will land in a more pleasing position than you might achieve if purely aligning by eyeball. This method is also faster than using the Layout dialog box to align to the left or right margin.

FIGURE 9.44 Alignment guides appear as you drag a graphic to enable you to align it precisely with text or other graphics.

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Caution
You can control live layout in Word Options. Choose File ⇒ Options. On the General tab, check or clear Update document content while dragging. The option also appears on the Advanced tab under Display. Click OK to apply the change.

Nudging

You can also nudge a selected floating graphic. Select it, and then use the arrow keys on the keyboard to move it a small distance in any of the four directions. Nudging works well for precise alignments, but alignment guides do not appear when you use this feature, so you will have to go by eye.

To drag in discrete steps using Word’s built-in alignment gridlines, hold the Alt key as you drag, and drag slowly. You will see the graphic jump in small increments as it snaps to the grid. If you display the gridlines by checking Gridlines in the Show group of the View tab, however, Alt-dragging works in reverse, making Word ignore the grid. With the grid displayed, arrow key nudging also changes. Now the arrow keys move the picture in grid increments. Press the Ctrl key to nudge in smaller gradations.

The vertical and horizontal gridlines are an eighth of an inch apart, so nudging in any direction with the gridline displayed moves the graphic 1/8 inch at a time. Note that when gridlines are displayed, they will display in all open documents.

Resizing, rotating, and cropping a picture

Resizing changes the physical dimensions of the picture or other graphic as it is displayed in your document. Resizing in Word will not make the associated file (or the image stored in the .docx file) any larger or smaller. If you make it smaller and then later make it larger, you still retain the original file resolution.

Cropping refers to blocking out certain portions of a picture by changing its exterior borders. You can crop out distracting or unnecessary details. Again, cropping in Word does not affect the actual picture itself, only the way it is displayed in Word. The fact that Word doesn’t change the actual image is a big plus, because you can undo the cropping if you later change your mind.


Caution
Resizing and cropping a picture file in a graphics editing program does change the picture itself. Keep this distinction in mind. Once you’ve saved a cropped or resized picture in a graphics program, you can’t get the original back. If you want to crop graphics outside of Word to keep the file sizes more limited, always make a copy of each picture file and crop the copy.

Resizing and rotating

You can resize a picture by typing the measurements or by dragging. To resize by dragging, click on the picture and then move the mouse pointer so that it’s over one of the eight sizing handles (refer to Figure 9.42). The mouse pointer changes into a double arrow. Drag until the picture is the desired size and then release the mouse button. Note that dragging the corner handles maintains the aspect ratio of the picture, whereas dragging the side handles can be used to stretch or compress the picture.

Hold down the Ctrl and/or Alt keys while dragging to modify the way resizing occurs:

  • To resize symmetrically from the center point of the picture or graphic, causing the picture to increase or decrease by the same amount in all directions, hold down the Ctrl key while dragging.
  • To resize in discrete steps, snapping to the alignment gridlines while hidden, press and hold down the Alt key while dragging and drag slowly, so that you can see each size increment as you go; if gridlines are displayed, the Alt key’s behavior is reversed, as indicated earlier.

You can combine these options. For example, holding down the Alt and Ctrl keys at the same time while dragging a sizing handle slowly forces Word to resize in discrete steps while resizing from the center.

To specify an exact picture or graphic size, select the entry in the Shape Height and/or Shape Width text boxes in the Size group at the right end of the Picture Tools ⇒ Format tab (or Drawing Tools ⇒ Format tab) of the Ribbon. Type a new value, and press Enter. By default, these settings maintain the aspect ratio automatically, so if you enter a new Height and press Enter, the Width adjusts accordingly. To be able to change the picture proportions via the Size group settings, click the dialog box launcher in the Size group. Remove the check next to Lock aspect ratio on the Size tab of the Layout dialog box, and then click OK. (Note that for shape graphics, Lock aspect ratio is turned off by default, so the default setting differs depending on the selected object.)

Use the rotate handle with the circular arrow icon above the top center resizing handle (refer to Figure 9.42) to rotate a picture. Select the picture and drag the handle in the direction in which you want to rotate the picture. You also can rotate a selected picture using arrow key shortcuts. Pressing Alt+left or right arrow rotates the picture. If you add Ctrl key and press Ctrl+Alt+left arrow or Ctrl+Alt+right arrow, the rotation happens in smaller increments.

If you click the Position tab of the Layout dialog box, additional options of interest include the following:

  • Move object with text: Associates a picture or graphic with a particular paragraph so that the paragraph and the picture will always appear on the same page. This setting affects only vertical position on the page. Although Word will allow you to check this option and Lock anchor at the same time, once you click OK the Move object with text option is cleared.
  • Lock anchor: This setting locks the picture’s current position on the page. If you have trouble dragging a picture, verify that it is set to one of the floating wrapping options (anything but In line with text), and that Lock anchor is turned off. Pictures that have been positioned with any of the nine Position gallery presets will also resist dragging.
  • Allow overlap: Use this setting to allow graphical objects to cover each other up. One use for this is to create a stack of photographs or other objects. This feature is also needed for layered drawings.
  • Layout in table cell: This setting enables you to use tables for positioning graphics on the page.

Cropping

To crop a picture, click the Crop button in the Size group in the Picture Tools ⇒ Format tab. Cropping handles appear on the selected picture. Move the pointer over any of the eight cropping handles, and when it changes shape to match the handle, drag to remove the part of the picture you want to hide. Click outside the picture to finish applying the crop. Note that pressing the Alt key while dragging slowly crops in discrete steps.

Clicking the down arrow on the bottom of the Crop button reveals other options for customized cropping. You can click Crop to Shape and then click one of the shapes in the gallery that appears to crop the picture to fit within the specified shape, as in the star example in Figure 9.45. Use the Aspect Ratio option to crop the image to standard proportions, such as 1:1 to square the image or 3:5 for a portrait (tall) image. Cropping all the images in a document to the same aspect ratio can lend a more consistent appearance. You can also use the Fill and Fit commands to resize the image within the current picture area. Fill generally snaps the picture back to its original aspect ratio, which may undo the crop depending on how it was applied, and Fit shrinks the picture so previously cropped areas redisplay at a smaller size within the picture area.

FIGURE 9.45 Crop to hide part of a picture or to change its overall shape.

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Tip
To uncrop an image, select it, click the Reset Picture drop-down list button in the Adjust group of the Format contextual tab, and click Reset Picture & Size. Note that this will also undo other picture formatting that you’ve applied.

Formatting a picture or shape

You don’t have to settle for a picture’s original appearance when you insert it into a document. Word offers a variety of tools for making formatting adjustments. Applying uniform styles and effects to the pictures and other graphics in a document creates a unified look. This is the kind of approach that graphic designers use to create the brand identity for a magazine, for example. Here you learn how to find the settings you need to update the appearance of pictures and other graphics in your documents. Word offers dozens of changes that you can apply, so much so that every feature cannot be covered in detail here. Taking the time to explore the settings introduced here can help you make a document’s graphics even more interesting.

Applying picture styles

Double-clicking one of the items in the Picture Styles of the Format tab enables you to apply any of a number of preset styles to the selected picture. The styles include various combinations of frames or borders, cropping, glows, shadows, and more. After selecting the picture, click the More button to display all of the gallery’s choices. You can move the mouse over each style to see a Live Preview of it on the selected picture (or pictures). Note that the speed of Live Preview may be heavily affected by the size of the graphic file. If the picture is 2 MB, Live Preview is going to be a lot slower than if the file were only 50 KB. When you find the style that you prefer, click it to apply it to the picture.


Note
Note that for shapes, the Drawing Tools ⇒ Format tab has a Shape Styles group with a Shape Styles gallery. The choices in that gallery enable you to apply different combinations of fills and borders, based on the applied theme, to the selected shape.

Applying a border or picture effects

You can apply a basic color border to a selected picture using the Picture Border button in the Picture Styles group of the Picture Tools ⇒ Format tab. (For a shape, you would use the Shape Outline tool in the Shape Styles group of the Drawing Tools ⇒ Format tab.) You have the option of using the drop-down that appears to change three settings for the border:

  • Color: Click one of the Theme Colors or Standard Colors, or click More Outline Colors to choose a custom color. Keep in mind that when you use a theme color, the border color will update if you change the document theme.
  • Weight: Click this option and then click a border width in the submenu that appears.
  • Dashes: Click to display a submenu of border styles, and then click the desired style.

Click the No Outline choice in the Picture Border drop-down to remove any previously applied outline.

You can apply and refine additional effects with the Picture Effects tool, also located in the Picture Styles group. You can choose one of the Preset choices that combines effects, or apply any combination of individual effects that you prefer. In Figure 9.46, the picture already has a Reflection choice and a Bevel choice applied, and the Live Preview shows a potential Glow effect.

FIGURE 9.46 Apply any combination of Picture Effects to achieve the look you want.

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Tip
Use the Picture Layout choice in the Picture Styles group of the Picture Tools ⇒ Format tab to convert a picture to a SmartArt object.

Applying other picture adjustments

Word also features seven tools for adjusting picture attributes in the Adjust group of the Picture Tools ⇒ Format tab shown in Figure 9.46. Use the tools to accomplish a number of common tasks:

  • Remove Background: Lets you automatically/selectively remove portions of a picture based on color patterns. For example, this feature can remove everything from a picture except for a single object, such as a flower or a car. After you click this tool, use the Mark Areas to Remove, Mark Areas to Keep, and Remove Mark buttons in the Refine group of the Background Removal tab to determine which portions of the image to remove and keep, and then click Keep Changes.
  • Corrections: Clicking this button displays a gallery of preset corrections you can use to Sharpen/Soften or adjust the Brightness/Contrast of the selected picture for better printing or on-screen presentation. Move your mouse over the presets to preview their impact on the selected image, and then click the desired preset.
  • Color: Open this gallery to see Color Saturation and Color Tone correction presets, as well as a variety of Recolor options for changing the overall color of the image. For example, you can apply Grayscale, Sepia, or Washout, or recolor the image using one of the theme colors. Use the mouse to preview a choice on the selected image, and then click it.
  • Artistic Effects: This gallery provides more than a dozen special presets that you can use to transform the selected picture’s overall appearance, such as Chalk Sketch, Paint Strokes, and Film Grain. Use your mouse to Live Preview an effect, and then click it.
  • Compress Picture: Use this tool to reduce the size of the pictures stored in the file to the minimum needed for a given output. Clicking this tool displays the Compress Pictures dialog box. Under Compression Options, clear the Apply only to this picture check box if you want to compress all pictures in the document. Choose a resolution under Target output, and then click OK. If you will need to make high quality printouts of your document, be cautious when using this feature. Compressing picture size can reduce the image quality, and because the feature discards information during the process, you can’t undo it later.
  • Change Picture: Clicking this tool opens the Insert Pictures window, where you can choose to replace the selected picture with a different one. You can either use Insert from file to select a locally stored replacement image file or search online for a replacement. Picture Styles and Effects applied carry over to the replacement picture, as do changes applied with other tools in the Adjust group. Cropping and resizing, however, do not.
  • Reset Picture: Removes formatting applied with Picture Styles, Picture Effects, and other Adjust tools (except for Change and Compress). If you open the menu for this option, as noted earlier, you can Choose Reset Picture & Size to restore a cropped picture.

Using the Format Picture pane

If you click the dialog box launcher in the Picture Styles group of the Picture Tools ⇒ Format tab, the Format Picture pane shown in Figure 9.47 appears at the right. You also can display this pane by right-clicking a selected picture and clicking Format Picture. The Format Picture pane in Word 2013 replaces the Format Picture dialog box found in previous Word versions and offers settings for you to fine-tune presets and other format changes made to a selected picture. Click one of the icons at top to choose an overall category of settings, click an arrow to expand particular settings, and then change the detailed settings. For example, Figure 9.47 shows the detailed settings for working with the Reflection preset applied to the selected image. The category icons at the top of the pane include:

  • Fill & Line: Use to change the settings for any interior Fill or Line (border) applied to the picture.
  • Effects: Select to work with detailed Shadow, Reflection, Glow, Soft Edges, 3-D Format, 3-D Rotation, and Artistic Effects settings for the selected image.
  • Layout & Properties: The Text Box settings here generally are not active for pictures, but you can use the Alt Text choices to add accessibility information.
  • Picture: Make changes here to Picture Correction, Picture Color, and Crop settings.

FIGURE 9.47 Find more detailed settings in the Format Picture pane.

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Note
The Format Shape pane that appears when you click the dialog box launcher for the Shape Styles group of the Drawing Tools ⇒ Format tab offers similar choices for reformatting a selected shape or other graphic such as a text box.


Note
For some types of objects, you can display a pane with formatting or other settings by double-clicking, but this technique doesn’t work with image files.


Note
You can insert a video clip from Bing Video Search, an embed code from another video site or website, or YouTube. For example, if you’re writing a report about an Apollo mission, you can find a video clip about it and add it. Video clips of product demonstrations also can supplement a product instruction document that you intend to convert to PDF or HTML web format and post online. You insert all three types of video using the Insert Video window, which works similar to the Insert Picture window introduced earlier. Use the Online Video button in the Media group of the Insert tab to start the process. If you’ve already copied a video embed code from another website, click the Paste embed code here text box beside From a Video Embed Code, and then click the Insert button at the right side of the text box. If you select YouTube, it moves up from the bottom of the window to the list of search options, and you can use the search box that appears for it to search for and insert a video. When you see the clip you want, click it and click Insert. If you click the inserted video clip, the Picture Tools ⇒ Format tab appears, and you can use its tools as described earlier to adjust the appearance of the clip. Click the Play button on the clip to play it.

Creating WordArt

If there’s something creative you need to do to text, and Word’s normal text tools don’t even come close to what you need, then WordArt probably has what you’re looking for. WordArt enables you to get creative if you need to accomplish unique tasks like these:

  • Stretch text diagonally across the page so you can make a CLASSIFIED watermark.
  • Make a fancy banner headline for a newsletter or flyer.
  • Rotate text to any angle.
  • Place text in a circle for making a button.

Caution
The same overall advice about using text formatting judiciously applies to WordArt. Using WordArt sparingly and keeping its design relatively simple will create a great impact in the document design. Using too much WordArt, making its design too complex, applying too many effects, overly distorting it, and so on likely will detract from the document’s appearance and readability.


Note
When you open a Word 97–2003 document in Compatibility Mode, certain features are disabled, such as the ability to insert SmartArt graphics or take a screen shot. You can still insert WordArt in Compatibility Mode using the command described next, but when you display the gallery of WordArt styles, the styles you see are the Classic WordArt styles available in Word 97–2003. The WordArt styles were updated starting with Word 2007. If you attempt to copy a Classic WordArt object to a Word 2013 file or convert a .doc file with Classic WordArt to .docx format, Word 2013 attempts to reformat the WordArt object, and the results may not be appropriate or attractive. So if you want to retain the Classic WordArt styling in a Word 97–2003 document, don’t convert it. If you do decide to convert it, however, you will likely need to reapply updated WordArt styles to all WordArt objects.

Creating WordArt from scratch

The WordArt tool makes it surprisingly simple to create decorative text. Here’s how to insert a new WordArt object into your document:

1. Click to position the insertion point where you want to insert the WordArt.
2. Click the Insert tab, and then click the Insert WordArt button in the Text group. Word presents you with the WordArt Style gallery, shown in Figure 9.48.

FIGURE 9.48 Click a style in the WordArt gallery.

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3. Click a style in the gallery. Word applies the style to the placeholder phrase Your Text Here in the WordArt object.
4. Type your text.
5. (Optional) Select the text in the object and apply additional formatting as desired. This step is optional because you also can reselect the WordArt later to change its formatting.
6. Click Outside the WordArt object to finish it.

The wrap setting applied to a new WordArt object varies depending on whether the document already has text or not. If you insert WordArt in a blank document or one with only other objects, the new WordArt graphic appears in the upper-left corner of the document (although not in the header), formatted with wrapping set to In Front of Text. You can change the wrapping as desired using the Wrap Text choices in the Arrange group of the Drawing Tools ⇒ Format tab, and drag the WordArt text box where you want it.

If you positioned the insertion point in some text or have selected some text before adding the WordArt, it is inserted at the beginning of the current paragraph, also formatted with the In Front of Text wrapping style. You can change the wrapping style to create a decorative effect at the beginning of the paragraph, as shown in Figure 9.49.

FIGURE 9.49 Use WordArt to draw attention to the beginning of the paragraph or create wrapped titles.

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Note
When you insert WordArt within text, Word anchors it to the current paragraph’s paragraph mark. Deleting the paragraph mark that “owns” the WordArt deletes the WordArt as well. Note also that WordArt text boxes are not inserted with the default wrapping style (set in File ⇒ Options ⇒ Advanced ⇒ Cut, Copy, and Paste ⇒ Insert/paste pictures as).

Creating WordArt from selected text

If you’ve already entered all the text for a document or have received a document to format from another person, the text that you want to format as WordArt may already be included in the document. If that’s the case, select the text, and then select the WordArt type as described in Steps 2 and 3 in the previous section. The selected text appears in the WordArt object. Unlike in Word 2007 and earlier, the 10-word/200-character limit for WordArt text no longer exists, so it’s possible to format entire paragraphs as WordArt. You might want to do this to create a flyer or a pull quote.

Formatting WordArt text

Because WordArt is integrated into Word’s main graphics engine, Word displays the Drawing Tools ⇒ Format contextual tab when you select a WordArt object by clicking it and then clicking its border. As shown in Figure 9.50, the tab offers the same text-formatting tools that are available for text boxes and the same shape-formatting tools that are available for all Word shapes. You will also notice that there is also a lot of overlap of applicable tools when you’re working with pictures.

FIGURE 9.50 Word displays the Drawing Tools ⇒ Format tab for formatting WordArt.

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Tip
In general, you do not have to select the text within a WordArt object to change the formatting. In fact, if you click within the text rather than clicking the border to select the entire object, the changes you make will apply only to the word holding the insertion point. On the other hand, you are free to select part of the contents of a WordArt object and apply different formatting to that text if it meets your design needs to do so.


Note
If you have difficulty achieving correct centering of text inside a WordArt text box, take a look at standard formatting settings, such as the Paragraph groups alignment, indentation, before and after spacing, and line spacing choices on the Home tab.

Use the tools in the WordArt Styles and Text groups to format text. Any of these formatting tools can be applied letter by letter if that is what is required. In addition, you can use the normal settings in the Font and Paragraph groups of the Home tab to make changes to the selected WordArt text. Here are ways that you can format WordArt:

  • Moving, sizing, and rotating WordArt: WordArt shapes can be formatted like any other picture or shape in Word. The techniques for moving, sizing, rotating, and so on described earlier in this chapter work the same for WordArt. WordArt text can be rotated to any angle using the rotate handle above the top center selection handle. You’re not limited to the settings offered with the Text Direction tool in the Text group of the Drawing Tools ⇒ Format tab. Also, you can reverse WordArt both horizontally and vertically — by dragging top over bottom, side over side, and corner over corner, essentially flipping the object and the text it contains. You can use this method, or you can use the Rotate Objects choice in the Arrange group to rotate and flip the selected WordArt.

    Note
    When you paste cut or copied Word Art into a new location in Word and some other Office applications, a Paste Options button appears, and you can choose Keep Source Formatting (K) or Picture (U) to determine whether or not you want to edit it later. Also note that a Layout Options button appears at the upper-right corner of the WordArt object so you can adjust wrap settings for its new location as needed.

  • Changing WordArt styles: To see the gallery of WordArt styles so that you can apply another one to a selected WordArt object, click the Quick Styles button in the WordArt Styles group (if your screen is at a low resolution), or if the gallery appears in the group, click its More button. The available styles are the same as those shown in Figure 9.48. Simply click an alternate style to apply it. The WordArt Styles group also contains the Text Fill, Text Outline, and Text Effects tools. Clicking Text Fill then enables you to click a new color to use as the fill for the WordArt text. Text Outline and Text Effects enable you to change the WordArt text outline and effects, and work just as described earlier for pictures under “Applying a border or picture effects.”

    Note
    The WordArt Styles gallery can be applied to multiple WordArt objects at the same time, but only if they have been grouped together.

  • Changing 3-D rotation: While there are a number of Effects choices you may want to apply to WordArt, 3-D Rotation is one that can make the WordArt really pop from the page. Click Text Effects ⇒ 3-D Rotation to use Live Preview to select a rotation setting, and then click it.
  • Changing the WordArt background: While the tools in the WordArt Styles group of the Drawing Tools ⇒ Format tab apply to the text within a WordArt object, the tools in the Shape Styles group enable you to change the fill and outline for the WordArt object’s surrounding box, creating a rectangular background for the WordArt graphic. By combining text formatting and overall shape formatting, you can create interesting effects and special objects such as a newsletter title.
  • Shaping and transforming WordArt: Another important formatting change most users want to know about is how to change the overall shape of a WordArt object. There are two ways to do this: with the Format Shape pane or with the Transform tools. If you click the dialog box launcher for either the Shape Styles or WordArt Styles groups in the Drawing Tools ⇒ Format tab, the Format Shape pane appears at right. You also can right-click a selected WordArt object and click Format Shape to display the pane. The Format Shape pane works just like the Format Picture pane described earlier under “Using the Format Picture pane.” One exception appears at the top of the pane, where you see Shape Options and Text Options choices. Click these as needed to flip between formatting the overall WordArt shape and the text in the shape. To find the 3-D Rotation Options for the shape text, click Text Options at the top of the pane. The X, Y, and Z Rotation controls let you rotate the text within the object in three dimensions. This allows you to, among other things, rotate text to any angle, as well as to rotate the text vertically and horizontally. (If you selected Shape Options at the top of the pane, rotation changes appear differently.) Click the pane’s Close button when you finish choosing settings. If using the Format Shape pane doesn’t give you the effect you are looking for, you can use the Transform tools. With the WordArt object selected, select Text Effects ⇒ Transform, and point to the different transformations provided. As shown in Figure 9.51, Live Preview shows how the effect would look if applied. When you click a choice, Word applies the new shape and also adds one or more additional controls, which appear as little purple diamonds. You can use these controls to further shape or warp the text inside. Drag one of the controls, and as you drag a diagram appears showing a preview of the shape. When you like what you see, release the mouse button.

    FIGURE 9.51 Use Transform to warp WordArt text.

    image

Inserting SmartArt

SmartArt provides you with a much wider selection of diagrams to illustrate processes, relationships, organizational hierarchies, and more. SmartArt also features 3-D formatting that’s so dimensional it looks like it took hours for a graphic artist to create it.

Here are the basic steps for inserting SmartArt. I’ll elaborate on some of the details after the steps:

1. Click to position the insertion point at the location where you want to insert SmartArt.
2. Click the Insert tab on the Ribbon, and click SmartArt in the Illustrations group. The Choose a SmartArt Graphic dialog box appears. It lists eight categories, plus All, which enables you to peruse all the graphic types.
3. Click a category, and then click one of the graphic thumbnails that appears. A larger preview and description appear at the right.
4. When you find a graphic that looks appropriate, either double-click it or click it and then click OK. Word inserts the shape into your document with the text pane ready to accept information, as shown in Figure 9.52.

FIGURE 9.52 Enter text to appear in the various shapes in a SmartArt graphic.

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Tip
If the text pane doesn’t appear, click Text Pane in the Create Graphic group of the SmartArt Tools ⇒ Design contextual tab. Click the choice again if you want to hide the text pane after you finish entering text for the graphic.

5. Click each [Text] placeholder in the text pane at the left. As you type, the text appears in the corresponding SmartArt shape on the right.
6. Click outside the graphic when you finish working with it.

There are a variety of ways to enter and format text in the text pane. The following list, though not exhaustive, offers a number of methods that work. Note that some actions can also be performed via the Create Graphic group in the SmartArt Tools ⇒ Design tab.

  • To move to the next item, press the down arrow. Use the other arrow keys to navigate in the text entry box as well.
  • To add a new item to the list, press Enter, either at the end of the list of items or above an existing item.
  • To demote the current item, if possible, press the Tab key.
  • To promote the current item, press Shift+Tab.
  • To delete an item, select it, and press the Backspace key.
  • To change the font for an item, select the text you want to change, mouse over the selection, and use the Mini Toolbar.
  • You can also enter text directly, without using the text pane. Click in the SmartArt item and type.
  • The text pane can be moved and resized if it’s in the way: Drag it to a more convenient location or drag any of the four sides to resize the text area.

Note that basic paragraph and character formatting can be applied to SmartArt shapes. Indents, bullets, and numbering cannot be applied, nor can styles. You can assign a style to the overall diagram; however, effects are limited unless the SmartArt item is In line with text. To change the font used in all the text in a SmartArt object, display the text pane, click in it, press Ctrl+A to select the contents of the text area, and then right-click and set the desired font.

Changing layout, style, and colors

You can change a SmartArt diagram’s overall layout, colors, and style at any time using the tools in the Layouts and SmartArt Styles groups of the SmartArt Tools ⇒ Design contextual tab. Select the SmartArt graphic by clicking it, and use the Layouts Gallery, shown in Figure 9.53, to choose a different layout. Note that the gallery works with Live Preview. You aren’t limited to applying the same class (List, Hierarchy, Process, Cycle,) of layout, either. SmartArt will adapt the different designs using the relationship levels currently applied.

FIGURE 9.53 You can apply any layout to any SmartArt list.

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SmartArt Styles enable you to apply a variety of preset formatting to the selected SmartArt diagram. Click the More button to open the gallery and point to any choice — again, Live Preview helps you to make a selection. The styles offer both 2-D and 3-D options, as well as a variety of sophisticated surface treatments.

Open the Change Colors gallery beside the SmartArt styles to preview and select from a variety of color schemes you can apply to the selected SmartArt graphic.


Note
When the entire SmartArt graphic is selected, a Layout Options button appears at the right. Click it and then click the setting to use to wrap text around the graphic.

Adding a shape

You have to add and remove shapes in a SmartArt graphic to control the content that appears. You can do so in the text pane as noted earlier. Or you can click the SmartArt diagram to select it, click a shape within the diagram to which the new shape will relate, and then click the Add Shape drop-down list arrow in the Create Graphic group of the Design tab. The choices that appear are Add Shape After, Add Shape Before, Add Shape Above, and Add Shape Below. (Depending on the nature and position of the shape you initially selected, not all of these choices may be active.) Click the desired shape location, and then type the text for the new shape. You also can right-click a shape and use the Add Shape submenu of the shortcut menu to insert a shape.


Tip
If you have a list — hierarchical or not — that you would like to convert into a SmartArt object, select the list and copy it to the Clipboard before choosing the SmartArt tool. Once your SmartArt object appears, click in the text pane. Press Ctrl+A to select the placeholder list, and then press Ctrl+V to paste the list over the placeholder.

Changing shape styles and other formatting

SmartArt provides a number of additional tools for formatting individual shapes within a selected SmartArt object. After clicking the SmartArt diagram, click a shape to select it, and then use the applicable tools in the SmartArt Tools ⇒ Format tab, shown in Figure 9.54.

FIGURE 9.54 Formatting tools are found in the Shapes, Shape Styles, and WordArt Styles groups of the Format tab.

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Use the Shapes group tools as follows:

  • Edit in 2-D: When you click a shape, a 2-D version appears for more direct editing.
  • Change Shape: Change the selected shape into any of dozens of Word’s shapes.
  • Larger or Smaller: Expand or shrink the selected shape.

The Shape Styles group includes these choices for formatting a selected shape:

  • Shape Style Gallery: Choose from three dozen different patterns of outlines and fill.
  • Shape Fill: Choose your own custom fill for the selected shape.
  • Shape Outline: Choose a custom outline for the selected shape.
  • Shape Effects: Choose from a variety of effects — shadow, reflection, glow, soft edges, bevel, and 3-D — to change individual shapes.

Note
When the entire SmartArt graphic is selected, some of the above settings apply to the background for the whole shape. For example, you can apply a Shape Fill to the background for the SmartArt object.

The settings in the WordArt Styles group change the appearance of the text in the selected shape.


Note
Use the Chart choice in the Illustrations group of the Insert tab to add a chart in Word. Charts in Word work much like charts in other Office applications, so to learn about charting, refer to Chapter 18, “Getting Started Making Charts,” and Chapter 23, “Working with Tables and Charts.”

Arranging Pictures and Other Objects

In addition to the Position and Wrap Text tools described earlier in the chapter, the Arrange group of the Picture Tools ⇒ and Drawing Tools ⇒ Format tabs has tools for working with the layering, alignment, grouping, and rotation of various types of Word graphics. These additional tools are:

  • Bring Forward: When layering objects, moves the selected object one layer forward. Click the arrow to choose the Bring to Front (brings to the top layer) or Bring in Front of Text choices.
  • Send Backward: When layering objects, moves the selected object one layer backward. Click the arrow to choose the Bring to Back (moves to the bottom layer) or Send Behind Text choices.
  • Align Objects: Gives you choices for aligning selected objects relative to one another (when Align to Margin is selected). For example, click Align Center to align all objects relative to their center points. You also can choose Distribute Horizontally or Distribute vertically to space the objects equally.
  • Group Objects: Allows you to group and ungroup selected objects. Grouping objects enables you to move them as a unit.
  • Rotate Objects: Enables you to rotate or flip the selected object by selecting a preset rather than using the rotate handle

Tip
To select multiple graphic objects before aligning or grouping them, select the first object, and then use Shift+click or Ctrl+click to select more.

For example, you could layer a WordArt object over a picture. Apply Bring to Front to the WordArt and Send to Back for the Picture. Then select both objects and use Align Objects ⇒ Align Center and then Align Objects ⇒ Align Top to position them. Finally, group the objects. Techniques such as this enables you to compose more complex graphics within Word and other Office applications with similar graphics tools.

Using the Selection Pane

In Word 2013, you can format graphic objects as invisible, as long as they have a Wrap Text setting other than In Line with Text. To determine whether or not an object is set as invisible, open any .docx document that contains graphics with the right Wrap Text settings. In the Editing group of the Home tab, choose Select ⇒ Selection Pane.

Each object with an applicable Wrap Text setting appears in the selection tab with an eye icon to its right. Clicking the icon makes the associated object invisible. In Figure 9.55, the top Picture objet has been marked as invisible, and the bottom Text Box object remains visible, as indicated by the eye icon still being visible. Use the Show All and Hide All buttons in the pane to show and hide all graphics.

FIGURE 9.55 Use the Selection pane to control visibility for floating (not inline) graphic objects.

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You can use this feature to hide shapes, text boxes, SmartArt, and charts. You cannot unbundle parts of a chart or SmartArt object — it’s all or nothing. Click the pane’s Close (X) button to close it.

Summary

In this chapter, you’ve learned the essentials you need to know about tables, shapes, pictures, WordArt, and SmartArt. You should now be able to do the following:

  • Insert a table, shape, picture, WordArt graphic, or SmartArt graphic into a document.
  • Copy material from one table into another, even if the dimensions don’t match.
  • Use styles and other formatting settings to add zest and color to your tables and other graphics.
  • Create tables from existing non-tabular data.
  • Use the smart handle to change a shape.
  • Change WordArt style or add a background fill.
  • Add and format the text for a SmartArt diagram.
  • Change a diagram’s layout, style, and colors.
  • Add shapes where needed.
  • Layer and group objects.
  • Use the Selection Pane.
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