How do I make "Profession" formatting work in Word Equation Editor

Question

I read the question posted here:
https://learn.microsoft.com/en-us/answers/questions/5383724/equations-in-word
The second response from Microsoft talks about "professional" versus "linear" format. I've found that it frequently automatically switches an equation to linear, sometimes while you are adding other elements to the equation.

I followed the instructions, clicking on the equation, then clicking on Professional (in the right-click menu). This does not work - either before, during, or after editing the equation using the drop-down menus.
I recognize that there is a \tags solution, but I do not prefer this.

I would like to turn "Professional" on permanently for a Word document containing hundreds of equations... or at least be able to do it for each equation.

Comment: why would anybody want anything other than "professional"?? It is standard math notation; "linear" is not.

Answer 1

To ensure that equations in Word are displayed in "Professional" format rather than switching to "Linear" format, you can use the following methods:

1. Using the BuildUp Method: If you have already created an equation and it appears in linear format, you can convert it back to professional format by using the BuildUp method. This method is part of the Microsoft.Office.Interop.Word namespace and is designed to convert equations to a professional format.

      public void BuildUp();
   

2. Preventing Automatic Switching: Unfortunately, there is no direct way to permanently set all equations to professional format for the entire document. However, you can manually convert each equation to professional format using the right-click context menu or by using the BuildUp method after editing.
3. Using the Linearize Method: If you need to switch back to linear format for any reason, you can use the Linearize method, which converts an equation into a linear format.

      public void Linearize();
   

While there is no option to set the default format for all equations in a document, using the BuildUp method after creating or editing an equation is the best way to ensure it appears in professional format.

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References:

• OMath.BuildUp Method
• OMath.Linearize Method

Answer 2

The AI response said: "you can manually convert each equation to professional format using the right-click context menu".

Doing this, choosing "Professional", does not fix the problem, either before or after creating the equation.

I would like the limits of a summation to stay above and below the summation symbol, rather than auto-switching to the right.

I would like fractions to stay above and below a horizontal line, rather than auto-switching to a diagonal line.

I would like "professional" to work! Or for Automatic to turn off and stay off.

(my employer did not enable BuildUp)

Answer 3

Hi @Hole, John,

Thank you for reaching out to us. I’d like to provide you with the following information:

Based on my test environment, the right-click action and switching between Linear and Professional formats can be performed as shown in the image below:

Version: 2510 (Build 19328.20266 Click-to-Run)

If you are unable to switch between these two formats, please check the following:

1. The formula is not in Equation format
   • If you are typing the formula as regular text, Word will not recognize it as an equation for conversion.
   • Only formulas inserted via Insert → Equation or using Math syntax can be converted.
2. Currently in Math AutoCorrect mode but not switched to Equation
   • When you type a formula in the document without pressing Alt + = (to enter Equation mode), it remains as text.
3. Word version or display mode is limited
   • Some older versions or Compatibility Mode do not fully support this feature.
4. Formula contains invalid characters
   • If the formula includes special characters or incorrect syntax, Word will not be able to convert it.

And if you want formulas to always display in Professional format, please set it up as follows: Click Equation → Conversion → Automatically convert expressions to professional format.

 

I hope this information is helpful.

If you have any questions or need further assistance, please feel free to share them in the comments on this post so I can continue to support you.

I look forward to continuing the conversation.

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Answer 4

I am using MacOS Word Version 16.104.1 (26010228)

Within a Word doc, I choose insert and equation, which brings up the equation editor. I've used this for a few years, but always some equations revert to non-professional formats - which my audience will no longer accept.

In the equation toolbar, I choose the summation that has limits above and below, and it auto-moves the limits to the right.

The same happens with integrals. I want the limits above and below - which is standard math notation.

I want:

which I copied from a textbook. This is standard (professional) math notation.

Within the equation toolbar, I choose:

But it gives me the menu item immediately to the right, resulting in:  

I guess it is vertically compressed for space, but it is not standard notation.

I have the exact same issue with integrals. I want:

and I get the limits to the right of the integral symbol.

I have also had fractions auto-change from top-above-bottom format to a/b format.

When I'm within the equation editor, I can right-click (on my Mac, it's a two-finger click), and choose "Professional". This does not fix the summation (or integral) before or after I type the equation. Choosing Linear and then Professional goes from completely linear (horizontal) and back to the format I do not want.

In the equation toolbar, I can choose Convert => Professional (either current or all). These do the same as the right-click menu.

My toolbar does not have the little symbol yours has in the corner to choose Equation Options.
However, in the Format menu, I can use Equation Options, then I chose

Note that I unclicked both choices.

I also chose:

In both cases, I changed from the first to the second option.

BUT still, after selecting those formats (either before or after I type the equation) I get the limits to the right of the operator, not above.

Help!

Answer 5

Hi @Hole, John,

Thank you for your response. I would like to provide you with the following information:

Have you tried using the following keyboard shortcut? ⌘ + =: Switch from Linear to Professional.

Based on the documentation I found, this issue has been resolved starting from version 16.96.2. In this case, please try using the shortcut I mentioned above.

https://support.microsoft.com/en-us/office/equation-editor-may-not-open-or-convert-expressions-as-expected-in-word-for-mac-95d3e552-2031-415a-877b-87d431549c70

Next, you can try uninstalling and reinstalling the application to check if the issue still occurs.

If, after performing the above steps, switching between Linear and Professional still does not work as expected, I recommend contacting Microsoft Technical Support for a deeper investigation of the issue.

To contact Microsoft Technical Support, you can refer to the following documentation: https://learn.microsoft.com/en-us/microsoft-365/admin/get-help-support?view=o365-worldwide

 I hope this information is helpful.

If you have any questions or need further assistance, please feel free to share them in the comments on this post so I can continue to support you.

I look forward to continuing the conversation.

---

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment". 

Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.