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Numbering Equations

One WordTips reader expressed a desire to number the various equations appearing in his document. The desire was to have the equation be centered on the page, and the equation's number appear at the right margin within brackets. When a new equation is added to the document, the subsequent equations should be renumbered.

There are a number of ways you can approach this problem, but the possible solutions can be broken down into two general methods. The first method accomplishes the numbering using a combination of tables and fields, and the second uses tabs and fields. If you want to use the table approach, you can do so as follows:

  1. At the point where you wish to insert an equation, create a table with one row and three columns. Make the right column just wide enough to contain the number style you wish to use (for numbering the equation). Make the left-hand column the same width in order to balance the space left for the equation number. Format the table so its borders are not visible.
  2. In the center column type your equation, using Equation Editor.
  3. With the insertion point still located in the center column of your table, click on the Center tool on the formatting toolbar. This centers the equation in the column. (If you made your left and right columns the same width, as pointed out in step 1, then this also results in the equation being centered on the page.)
  4. Position the insertion point in the right-hand column, then click on the Align Right tool on the formatting toolbar.
  5. Type the left bracket that you want to appear around the equation number.
  6. Choose Field from the Insert menu. Word displays the Field dialog box.
  7. In the Categories list, choose Numbering. (See Figure 1.)
  8. Figure 1. The Field dialog box.

  9. In the Field Names list, choose Seq. The dialog box changes so that a Field Codes box appears at the bottom; the letters SEQ should appear in that Field Codes box.
  10. Click on the Field Codes box and make sure the insertion point appears at the end of the field, right after SEQ.
  11. Type a name for this sequence of numbers, such as Equation. (The Field Code box should now contain "SEQ Equation", without the quote marks.)
  12. Click on OK. A number appears in your document at the right of your bracket.
  13. Type the right bracket to finish out the equation number.

If you want to use tabs to accomplish the same task, you can easily do that, as well. For instance, let's say you are using 8.5 x 11 paper, with 1-inch left and right margins. In this case, you would follow these steps:

  1. Position the insertion point where you want to insert the equation, then choose Tabs from the Format menu. This displays the Tabs dialog box. (See Figure 2.)
  2. Figure 2. The Tabs dialog box.

  3. If there are any existing tabs in the paragraph, click on Clear All.
  4. In the Tab Stop Position box, type the position of the first tab (3.25).
  5. For an Alignment, select Center.
  6. Click on Set.
  7. In the Tab Stop Position box, type the position of the second tab (6.5).
  8. For an Alignment, select Right.
  9. Click on Set.
  10. Click on OK to close the Tabs dialog box.
  11. Press Tab to advance to the first (centered) tab stop, and insert your equation.
  12. Press Tab to advance to the second (right-justified) tab stop.
  13. Type the left bracket that you want to appear around the equation number.
  14. Choose Field from the Insert menu. This displays the Field dialog box.
  15. In the Categories list, choose Numbering.
  16. In the Field Names list, choose Seq. The dialog box changes so that a Field Codes box appears at the bottom; the letters SEQ should appear in that Field Codes box.
  17. Click on the Field Codes box and make sure the insertion point appears at the end of the field, right after SEQ.
  18. Type a name for this sequence of numbers, such as Equation. (The Field Code box should now contain "SEQ Equation", without the quote marks.)
  19. Click on OK. A number appears in your document at the right of your bracket.
  20. Type the right bracket to finish out the equation number.

The advantage of using the tab method (as just described) is that you can define a paragraph style that already has the two tab stops set. You can then format any paragraph with the style, and simply type your information. You can take it one step further and also save the brackets and sequence field as an AutoText entry. In this way you could very quickly enter your sequence numbers.

When you add new equations in the middle of your document, it is very possible that not all of your subsequent equations will automatically increment. If you want to make sure that all the sequence numbers are correct, you can select the entire document and press F9 to update the fields.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (273) applies to Microsoft Word 97, 2000, 2002, and 2003.

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The First and Last Word on Word! Bestselling For Dummies author Dan Gookin puts his usual fun and friendly candor back to work to show you how to navigate Word 2013. Spend more time working and less time trying to figure it all out! Check out Word 2013 For Dummies today!

 

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           Commenting Terms

Comments for this tip:

Jim Van Zandt    03 Jan 2017, 14:03
A few notes from a Mac user: To insert an equation number, start with the screen menu, not the window menu. After inserting the number and the brackets, make sure their character formatting (font, size, boldness, etc.) match the surrounding text. Otherwise when you refer to an equation, the reference will stand out. To refer to an equation, again start with the screen menu, then "Insert", then "Cross-reference". After selecting the correct equation and hitting "OK", you'll have to add the closing bracket manually.

For the tabs method, in the Tab dialog box, you hit "+" rather than "set". To keep the equation from appearing in a reference, insert a hidden paragraph mark before the equation number: Navigate window menu->Home->“paragraph” mark to display nonprinting characters. Move the insertion point to just before the open bracket. Press return. Select only the paragraph mark you just inserted. Navigate Screen menu->Format->Font, check “Hidden”. But equations will still be in "inline" mode.
Paulo Carvalho    02 Jan 2017, 08:40
I simply put a borderless, two-column table with the left cell with a desired alignment and the right cell with right alignment. The eq. numbers go in the right cell. The equations themselves go in the left cell. You can dimension the table cells to center-align the equation.
Ana    30 Dec 2016, 23:08
Thank you for the article. I am trying to implement the tab method, and use cross-references.
As stated on one of the comments, in order for the cross-ref include only the label and number (not the entire equation) we need to use style separator. I named the label 'Equation', used style separator, but then, when I go to create the cross-ref, my equation number does not appear (under the 'equation' label). Does this really work, or am I doing something wron?

Thank you
eRK    13 Oct 2016, 07:41
Just looking since I was notified of Lazar's contribution. I wanted to reply to Ian: I wrote tab but what I meant is "table". I'm using a 3-column table in which I put the actual equation in the middle.

And btw., I have long switched to Word2013 and all my recipes still work.
Lazar    08 Sep 2016, 15:09
Just want to add, if one wants to have chapter-based numbering (i.e. 1.1, 1.2, etc), before inserting Seq field you can do Insert--->Quick Parts --->Field--->StyleRef and check appropriate paragraph as described here: http://smps-power.blogspot.com/2016/09/insert-chapter-based-equation-numbers.html
Ian    25 Feb 2016, 06:53
I am using Word 2011 on Mac and still struggle with the tab method. The tab key does nothing after typing in the equation. I tried ctrl-alt-enter and it simply shifts to a new line. Back spacing takes me back to the equation. The Field insertion and numbering works fine but the whole line adjusts itself about its common centre. I am using fully justified in the rest of the document. Why does the Tab just not behave, leaver the equation at the centre and move to the right-hand side position?
Erk    23 Aug 2015, 05:50
Thanks Tim and the others. Yes I know that it is a struggle to get common sense into the brains of the creators of Word ... Anyhow - my way of typesetting the correct numbers is to embed the equation in a three columns-one row tab with invisible borders - the outer columns small and just for the "(nn)" and the inner larger field for the actual equation. This way it doesn't automatically switch between Display and Inline modes. The left column typically remains empty - it is just to have the equation correctly centred ...

And yes, I ignore the word counter - what good is a reference if you cannot refer to it?
tim    21 Aug 2015, 16:58
In word 2013 with the newer equation editor/object the tab method doesn't really work IMO. It changes the equation from Display mode to Inline mode which doesn't look as good, especially for large equations.

@Erk and @Jim Van Zandt, you can use Word's built-in cross-ref feature if you use Equation as the SEQ name. But if you're using the tab/inline method you need to insert a Style Separator (Ctrl-Alt-Enter) before the equation number otherwise the Equation cross-ref pulls in the entire equation and not just the number. At least this is my experience in word 2013.

Final tip: you can automatically embed your number in parens (or brackets or whatever) if you add the proper formatting option to the SEQ field code. i.e {SEQ Equation\# "(0)"}
Jim Van Zandt    20 Mar 2015, 15:50
Correction: Erk's method of referring to an equation number cannot be used with the "Equation" counter (without the 's') that Microsoft uses for their equation numbers. So the workaround is to ignore Microsoft's equation numbering entirely, and use a different counter like "Equations", as Erk originally wrote.
Jim Van Zandt    20 Mar 2015, 15:23
Unfortunately referring to an equation number using a field code as shown by Erk no longer works with the 365 ProPlus version of Microsoft Word - the "set" command appears not to work. If anyone has a workaround, I would like to hear about it.
dan    18 Feb 2015, 20:32
you could also just press tab after the equation and type in your equation number the old fashioned way rather than struggling with all of these incredibly unintuitive bells and whistles. what ever happened to the typewriter?
Jim Van Zandt    02 Dec 2014, 10:25
Sorry, my comment of a minute ago was referring to the comment by Erk.
Jim Van Zandt    02 Dec 2014, 10:23
I suggest using the counter "Equation" (without the "s"). If you navigate References | Insert Caption and select the label “Equation”, you will also be using the “Equation” counter. You can use that method if you do not need to refer to the equation.
Erk    25 Nov 2014, 07:07
My tip:
insert a field code by pressing ctrl+F9 - it will appear as {} but mind you - it is not the same as just typing brackets!! - so in my text below, understand every {}-pair as such a field.

So if you want a numbered equation, put
{set eq1 {seq Equations}}{eq1}
where you want the number (next to the equation, in the outside column of the 3 column table, e.g.). "Equations" is the name of the counter, "eq1" is the variable you use for this very equation. To refer to it, put {ref eq1 \h} in the text! Here \h makes appear the hyperlink if the cursor is over it.

shift+F9 toggles field codes and the result - but you get this choice also by right-clicking on the field ...

Good luck
A Hasani    24 Nov 2014, 13:45
Thanks for such a great help. But i have a question. how is it possible to cross-reference to one of the fields created as you explained here. These fields don't appear in the "cross-reference" dialogue box.
Larry Lurio    18 Nov 2014, 10:09
In word 2013 there is no "Field" on the "Insert" menu. You have to go to "Insert" then "Quick Parts" to get to the "Field" menu.
den    05 Nov 2014, 01:35
Very interesting and complete article
 
 

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