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Contents
Introduction ..............................................................................................................1 Inserting an Equation .............................................................................................1 The Equation Tools Design Tab ..........................................................2
The Tools Group ............................................................................ 2 The Symbols Group ...................................................................... 3 The Structures Group .................................................................. 3
Saving Equations in the Gallery ..........................................................................4 Typing an Equation from Scratch ......................................................................4 Equation Groups ......................................................................................................5 Alignment of Equations ........................................................................5 Boxing Equations .....................................................................................6 Numbering Equations Automatically using Captions ................................6 Creating your own Caption Style ......................................................7 Placing Captions alongside Equations .............................................7 Cross-referencing Equations ...............................................................8
Introduction
You can type mathematical equations in any of the Microsoft Office suite of programs. These can include fractions, integrals, matrices, mathematical symbols, etc. For Word 2007, Microsoft introduced a new equation editor, which only works for files saved in the new format (*.docx). If you copy an equation from Word into Excel or PowerPoint (or open a .docx file in Word 2003), the equation converts to a picture. Note that if you create a new equation in either of these programs, the old editor is used see Microsoft Office 2007 Equations for details. These notes explain how to use the new editor in Word 2007.
Inserting an Equation
In order to use the new equation editor you must be working on a file in the new format (.docx). If you are working in Compatibility Mode, you must start by saving your file in this format. 1. Load up Microsoft Word as usual and either start with a new document or open an existing file
2. Click on the [Office Button] and choose Save As 3. Change Save as type: to Word Document (*.docx) , supply a File name: then press <Enter> for [Save] 4. Next, move the insertion point to where you would like to insert the equation 5. Move to the Insert tab and click on the list arrow attached to the [Equation] button on the far right A selection of commonly-used equations appears. 6. Scroll up and down the list to see whats provided then select Area of Circle as a simple example The equation appears in your document, centrally aligned if you insert it on a blank line (or as part of your text if in an existing paragraph). The Equation Tools Design tab also appears on the Ribbon. If you click away from the equation this disappears; when you click on an equation it is again displayed.
The Equation Tools Design tab is divided into three groups: Tools, Symbols and Structures.
9. Press <Esc> or click on [Cancel] to close the dialog box Note also that you can change the defaults for all new equations by clicking on the [Defaults] button. 10. Press <Esc> or click on [Cancel] again theres no need to change any of the settings here
3. Change the Name: to Volume of Sphere (as above) 4. At the bottom, change Options: to Insert content only if you want to allow your equation to be embedded in text 5. Note that you can Save in: either the Building Blocks or Normal template 6. Finally, press <Enter> for [OK] Note that you can also invoke the Save Selection command by right clicking on the selection or by clicking on the Equation Options arrow at the bottom right of the equation box and choosing Save as New Equation To test out the new equation: 7. Click to the right of the current equation then press <Enter> for a new paragraph and type in a short piece of text (a couple of words will do) 8. Now go to the Insert tab and click on the list arrow attached to the [Equation] button 9. Scroll down to the bottom of the list and choose Volume of Sphere your equation will be added Note that it also appears at the bottom of the list if you click on the [Equation] button on the Equation Tools Design tab.
6. Press <down_arrow> and, in the box below the summation, type k=1 7. Next, press the <End> key and type = 8. Then click on the [Fraction] button and choose the first fraction, [Stacked Fraction] 9. Press <left_arrow> and type 2 followed by <up_arrow> and type 1 10. Press the <End> key to the typing position to the end of the equation 11. Complete the equation by typing n(n+1) 12. Click anywhere outside the equation box to leave the Equation Editor Your result should appear as:
Equation Groups
By default, equations are placed in separate boxes but there are times when you want to group equations together. This can be achieved by pressing <Shift Enter> for a new line between each equation rather than <Enter> for a new paragraph. In fact, Word will do this automatically for you, if you choose to align adjoining equations (eg on the equals character). Begin by creating a second equation which sums the squares of the number from k=1 to n: 1. Click on the existing equation then on the equation box holder (the symbol in the top left corner of the equation box) to select the whole equation 2. Press <Ctrl c> to [Copy] the equation then press <right_arrow> twice to move to the right of the box 3. Press <Shift Enter> for a new line then <Ctrl v> to Paste a second copy of the equation Note that because you pressed <Shift Enter> inside the first equation, a new equation box automatically appeared had you pressed <Enter> you would be back to normal typing. 4. Drag through the letter k before the equals sign (to select it) then click on [Script] on the Design tab and choose the first button, [Superscript] 5. Press <right_arrow> twice to move into the superscript and type 2 6. Use <right_arrow> again to move into the fraction and change the 2 to 6 7. Finally, press <End> and complete the new equation by typing (2n+1) Your result should appear as:
Alignment of Equations
Currently, your equations dont quite line up properly (conventionally, equations line up on the equals sign). In fact, your equations are lined up on the left because they are in a single paragraph. Had they been in separate paragraphs, they would be centrally justified on the page. See what happens if you add some text: 1. Click on the [Normal Text] button and add sums the squares both equations move to the left 2. Next, select the two equations by clicking three times on either (three clicks selects the paragraph) or by dragging through them 3. Right click on the selection and choose Align at = 5
Your equations should now be properly aligned. In fact you can align equations at other characters too if you need to: 4. Move the current typing position to immediately after the letter n in (2n+1) in the second equation 5. Right click and choose Align at this Character 6. Repeat steps 4 and 5 but this time choose the letter n in (n+1) in the first equation youll find the two equations line up at the chosen positions 7. Press <Ctrl z> twice to [Undo] the new alignment you were just experimenting Note: One of the other options displayed by right-clicking, namely Insert Manual Break, can be used to split an equation onto two lines.
Boxing Equations
Individual equations can be boxed using a facility accessible from the Accent button; grouped equations can only be boxed together by boxing the whole paragraph: 1. Click on the first of your equations (the volume of the sphere) then on the equation box holder on the left 2. Next, click on the [Accent] button, scroll down and click on [Boxed Formula] your equation is boxed 3. Next, press <Ctrl End> to move to the end of your work then press <Enter> for a new paragraph 4. Now, click on either of the sum of series equations immediately above 5. Move to the Home tab and click on the list arrow attached to the [Borders] button in the Paragraph group and choose [Outside Borders] the whole paragraph is boxed, from the left to the right margin 6. Click on the [View Ruler] button above the scroll bar on the right (or on [Ruler] on the View tab) 7. Drag the Left Indent indicator (the rectangle) to the 3.5cm mark and the Right Indent indicator to 12.5cm your equations should now be properly boxed Because both equations were in the same paragraph, a single box is drawn.
Tip: An easy way to add captions to unnumbered equation boxes is to Copy an existing caption and then Paste it above or below each unnumbered equation in turn.
4. Finally, type ) to finish off the label press <Enter> for [OK] 5. Press <Enter> for [OK] and the new-style caption should appear You can modify the default Caption Style if you want - eg to change the font, font size, etc. To do this: 1. Move to the Home tab on the Ribbon then click on the Styles group arrow - the Styles Task Pane appears 2. Scroll down to the bottom of the list of styles then click on the down arrow on the right of Caption and select Modify... 3. Set the font (type, size, bold etc) and justification as required 4. Click on [OK] to accept any changes 5. Finally, [Close] the Styles Task Pane
Cross-referencing Equations
When you discuss equations in the text, you should use cross-references. These are then automatically updated if the equation numbering changes: 1. On a new line, type the text As can be seen from equation 2. Move to the References tab and click on [Cross-reference] 3. Change the Reference type: to ( and Insert reference to: to Only label and number 4. Press <Enter> for [Insert] then <Esc> for [Close] 5. Continue typing ) on page you need to type in the closing bracket 6. Repeat steps 2 to 4 but at step 3 change Insert reference to: to Page Number 7. Type a space then repeat steps 2 to 4 but at step 3 change Insert reference to: to Above/below 8. Continue with the rest of your text 9. End by closing down Word Youll now be asked whether you want to save the changes to your file (you can if you want) and to your Building Blocks and/or Normal templates. If you answer yes, the Volume of Sphere equation will be available for your future work. You probably dont want this, so: 10. Click on [No] when asked whether you want to save the changes to your file and templates If you do save the changes and later want to remove the Volume of Sphere equation from the Gallery: 1. Go to the Insert tab and click on the list arrow attached to [Equation] as normal, then right click on the Volume of Sphere and choose Organize and Delete This takes you into the Building Blocks Organizer, where you: 2. Volume of Sphere should now be selected so click on [Delete] 3. Answer [Yes] then press <Esc> to [Close] the Building Blocks Organizer
Trademark owned by Microsoft Corporation. Screen shot(s) reprinted by permission from Microsoft Corporation. Copyright 2009: The University of Reading Last Revised: August 2010 8