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Home›Assistive Technology›How to Link or Embed Excel Files in Word Documents

How to Link or Embed Excel Files in Word Documents

By Matthew Lynch
June 6, 2023
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Excel and Word are two of the most powerful programs in the Microsoft Office Suite. When combined, they can help people create comprehensive documents that contain data and text from multiple sources. One of the most useful features in Word is the ability to link or embed Excel files within a document. This allows users to display complex data tables, graphs, and charts within a Word document without having to recreate the information from scratch. In this article, we will discuss how to link or embed Excel files within a Word document.

Why Link or Embed Excel Files in Word?

There are two primary reasons why you would want to link or embed an Excel file within a Word document.

First, linking an Excel file to a Word document enables you to keep the data and formatting intact. This means that you can easily update the data within the Excel file and the linked Word document will reflect the changes automatically. Therefore, if you change anything in the Excel sheet, it will automatically update in the linked Word file.

Second, embedding an Excel file in a Word document enables you to keep the data within the file, but not the formatting. This is especially useful if you need to copy-and-paste an Excel chart or table into a Word document. Instead of pasting an image of the chart or table, you can embed the actual file, which makes it easier to make changes to the data or formatting.

How to Link an Excel File in Word?

Here is a step-by-step guide on how to link an Excel file in Word:

1. Open the document in Word and place the cursor where you want to insert the Excel file.

2. Click on the “Insert” tab in the Ribbon, and then click on the “Object” button.

3. Within the Object window, select “Create from File” and then click on the “Browse” button. Navigate to where the Excel file is saved on your computer, select it, and then click on “Insert.”

4. Check the “Link to file” checkbox, and then click “OK.”

5. The Excel file will now be inserted into your Word document. You can adjust its size and position by dragging it with your mouse.

6. If you need to edit the Excel file, double-click on it. This will open the file in Excel, and you can make the necessary changes. Once you save the file, the changes will be reflected in the linked Word document.

How to Embed an Excel File in Word?

Here are the steps to embed an Excel file in Word:

1. Open the document in Word and place the cursor where you want to insert the Excel file.

2. Click on the “Insert” tab in the Ribbon, and then click on the “Object” button.

3. Within the Object window, select “Create New” and then select “Microsoft Excel Worksheet” and then click “OK.”

4. An Excel sheet will be inserted into your Word document. You can enter data or create charts or tables from scratch within the worksheet.

5. To make styling changes apply to the Excel sheet, select the entire sheet by clicking on the upper left corner, and then format using your desired settings.

6. To edit the Excel file, double-click on it. This will open the file in Excel, and you can make the necessary changes. Once you save the file, the changes will be reflected in the embedded Excel sheet in the Word document.

Conclusion

In conclusion, linking or embedding Excel files in Word documents is an excellent way of creating comprehensive and professional documents. If your data changes frequently, linking can be a lifesaver, enabling you to update entire tables, graphs, or charts with just a click. On the other hand, if you are creating a document from raw data, you can quickly embed Excel files into the Word document and format it to suit your needs. Mastering this technique will save you time and make your documents look sharp and top-notch.

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