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Word: Automated tables of figures

April 27, 2008

If you create long Word documents with lots of captioned diagrams, tables, or figures in them, then you may be faced with the nightmare of having to update the numbering whenever you add a new figure or table to the document. And if you refer to this number within the text (e.g. “See Table 4″), that’s another place you have to remember to keep up to date.

You can automate this process—and produce automated Tables of Figures as well, just like an automated Table of Contents.

These instructions apply to any captioned tables, figures and diagrams. I will use ‘figure’ to refer to each of them.

Labeling a figure in Word

  1. Position your cursor beneath the figure.
  2. Open the Caption window:
    * Word 2003: Select Insert > Reference > Caption from the menu.
    * Word 2007: Go to the References tab > Captions command group, then click Insert Caption.
  3. Select Figure from the Label drop-down list.
    Default caption

    Caption - default settings for Figure

  4. Optional: If you use headings with Outline Numbering, you may want to add a Chapter number. To do so, click Numbering and select the Include chapter number check box. You can also specify the number format, style, and separator.

    Caption with chapter numbering included

    Caption with chapter numbering included

    Caption settings for chapter numbering

    Caption settings for chapter numbering

  5. Add any extra caption information after the caption number (e.g. Figure 3: xxxx).

    Caption complete

    Caption complete

  6. Click OK.

The caption is added, using the Caption style (you can modify this default style on the Styles and Formatting task pane in Word 2003, or the Styles floating window in Word 2007). The number is automatically sequenced even if you add another figure between two existing figures with captions inserted like this.

Referring to a figure in the body text

The caption must exist (see above)—you can’t reference something that isn’t there.

  1. In the body text, place the cursor when you want the cross-reference text to be inserted.
  2. To insert a cross reference:
    * Word 2003: Select Insert > Reference > Cross-Reference from the menu.
    * Word 2007: Go to the References tab > Captions command group, then click Cross-reference.
  3. Select Figure from the Reference Type drop-down list. All figures that have been inserted as a caption are listed in the bottom half.

    Cross-reference settings

    Cross-reference settings

  4. Click once on the figure that you want to refer to.
  5. In the Insert reference to drop-down list, select how you want the information displayed (e.g. select Only label and number to just display “Figure x” and not the entire caption; select Entire caption to display “Figure x: yyyyyy”).
  6. Click Insert, then click Close. The reference is added to the document—if you click in it, you should notice the gray shading indicating that it’s a field.

    The cross-reference is inserted as a field

    The cross-reference is inserted as a field

Creating the Table of Figures

  1. Position the cursor where you want the Table of Figures to be placed (it usually goes immediately after the Table of Contents).
  2. Insert the Table of Figures:
    * Word 2003: Select Insert > Reference > Index and Tables from the menu.
    * Word 2007: Go to the References tab > Captions command group, then click Insert Table of Figures.
  3. Click on the Table of Figures tab, if it’s not already selected.
  4. From the Caption Label drop-down list, select the type of table you want to create—Figure in this example.

    Table of Figures settings

    Table of Figures settings

  5. Make any other changes as required.
  6. Click OK.
  7. Add a title (e.g. List of Figures) above the list just like you do for Contents.

    A table of figures

    A table of figures

[This article was first published in the March 2003 CyberText Newsletter; steps last checked and updated for Word 2007, 21 August 2008; screen shots added February 2009]

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7 comments

  1. I have created a large word07 document containing a lot of figures, using the reference caption system. If I change position of the figures (swap or move the figure further up/down in the document) the number of the figures does not change according to the new position, nor does the cross-reference figure number.

    Is it really for real that I have to update each single one of the figures and the corresponding cross-reference?

    Thanks.


  2. Have you tried selecting the entire document (Ctrl+A) then pressing F9? If that doesn’t work — or only works partially — do it again. I’ve seen a Word 2003 template (yes, I know it’s not Word 2007) that won’t update everything on the first pass. On the first pass, only the caption numbers update; you have to do the F9 thing a second time to get the numbers for of the cross-references to those captions to update.

    BTW, Ctrl+A selects the entire document and the F9 key updates all fields in the document (inlcuding the TOC etc.). You can do one field at a time using F9 (not recommended unless you’re a masochist or there’s a legitimate reason you don’t want to update ALL fields), but my preferred method is to update them all at once.

    Hope this helps.


  3. I have the same probl with word 2007 and am looking to do in Mr. Gates. The autonumbering does not understand the legends. It seems incapable of renumbering captions. No matter how many times I do cntrlA and F9 the don’t renumber. How can you make a pro9gramn with autonumbering that can’t be changed.

    If you make the figures without text wrap and the captions as text beneath them, not in graphics boxes, then it will renumber with F9.

    If then start wrapping the text around the figures from the beginning you can do battle with placement. Weirdly, the tools to say I want to have the figure on this page in this spot are in an obscure menu in, beleive it or not, at the bottom of the text wrap menu!!!! As, “More layout options”. The location of a graphic on the page is a subset of text wrap. It shows that there is little feedback at MS or the code is all written by programmers who can write it but don’t have to use it.

    Even then, when you are in the More layout options menu, there is no help as to the meanings of obscure check boxes such as “Layout in table cell”.

    While you might think if you use “absolute position” and select “Page” and click Lock anchor that the figure will stay on the page you set. No. It is easily pushed off by a caption. Does “lock anchor” refer to absolute positioning or to some paragraph? If it is to a paragraph, then what is the meaning of absolute position? I do know that lock anchor with absolute positioning will not keep a figure on a given page.

    You would think that MS would concentrate on on the basics like positioning a figure on the page and not fuss with modifying the contrast, etc.

    I still do not know how to renumber the figure legends and cross references that have been made using auto numbering an insert caption options.


  4. I have had many problems over the years with captions and cross referencing. Recently I found a Macro that seems to fix all the problems by scanning through the document updateing fields etc. It does not interfere with Change Tracking.

    See http://www.pcreview.co.uk/forums/thread-3715892.php


  5. A separate problem today has been that the Caption for Tables when inserted as a caption below the text is inserted in a text box. This can be cured by clicking on the text box and selecting “Remove Frame”. I cannot find the option anywhere to stop it putting the caption in a frame.


  6. I am having problems with cross referencing long documents. When I try to cross reference a table or a figure this is fine up to a certain point. However, once several tables and figures have been created only a few of them actually appear in the box when I cross reference. Any tables or figures created after a certain point do not appear to be available in the cross reference box. Any help would be appreciated.


  7. Hi Brenda

    If you’re not seeing the new captions in the Cross reference dialog box (or conversely, you’re seeing doubles), it’s possible you have Track Changes on. See this later blog post for how to accept Track Changes for fields without accepting anything else: http://cybertext.wordpress.com/2009/10/16/word-macro-to-fix-track-changescross-references-issues/

    It’s a bit convoluted, but it works a treat.



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