How To Embed Excel Files in Word (With Steps and Tips)

Working with documents often requires the integration of various different types of files and formats. One of the most common tasks is embedding an Excel file into a Word document. It helps ensure that data is maintained in its original format and is easily accessible for reuse. But if you’re not familiar with the process, it can be difficult to know where to begin. This blog post will provide a step-by-step guide on how to embed an Excel file in Word. From there, you can easily make changes to the spreadsheet and view the results in the Word document. With this guide, you’ll be able to save time and create professional documents quickly.

1. Go to Insert > Text > Object.
2. Go to Create from file > Browse, and locate the file you want to insert in the Word document.
3. Choose one of the following: To add the file as a linked object, select Link to file, and then select OK.

How to embed Excel files in Word

The steps to embed an Excel file in Word are as follows:

Keep in mind that only if you linked the embedded object will your Word document automatically update if you make changes to the data in the original spreadsheet. If you don’t link the embedded object to the source file, the information won’t automatically update.

To link the original file to the embedded object in Word, follow these steps:

Benefits of embedding an Excel file in Word

It’s simple to incorporate data sets and graphs into written reports by inserting Excel files into Word documents. To store, track, and forecast budgetary data that you want to include in a quarterly report, for instance, if you work in financial analysis, you might use a spreadsheet program. Transferring data into written reports is simple and effective when you know how to display information from an Excel file in a Word document. This information can be found and reviewed by stakeholders and managers without having to switch between different programs by being compiled in your document.

Additionally, you can select only the most pertinent data to include when transferring data from a spreadsheet file to a word processing document. The word processing software might also give you more options for displaying the information, enabling you to produce eye-catching visuals that will aid the reader in understanding the content. You can give context for the values and use the data as evidence to support your written analysis by combining tables and graphs with textual explanations of the data. This enables you to produce thorough reports that incorporate unprocessed data, visualizations, analyses, and descriptive text.

Tips for working with embedded files in Word

You have a variety of options for working with the inserted information after inserting an object in Word. Here are some pointers for interacting with program-embedded objects:

Use “Table Tools” to improve table design

The “Table Tools” feature in word processing allows you to modify your designs when working with tables. Click on an existing table that is integrated into the document to activate this feature. The toolbar’s “Table Tools” menu becomes accessible after choosing a table. You can access the “Design” and “Layout” tabs in this menu, each of which contains options that let you customize the table to your preferences for design.

You can alter the appearance of your table by using the “Design” tab, such as by changing the background colors, borders, and table styles. There are options to alter the dynamics between cells, rows, and columns when you select the “Layout” tab. For instance, by adjusting the text alignment, you can change the location of the data within specific cells. You can decide to have some data centered in a cell and other data aligned to the right or left.

Use “Chart Tools” to work with charts and graphs

You can create charts and graphs with your embedded objects using the “Chart Tools” option, which functions similarly to the “Table Tools” menu. Click on the chart you want to work with in order to use these tools. By doing so, you can access the “Design,” “Layout,” and “Format” tabs from the “Chart Tools” menu. These tabs offer menus of choices so you can customize the chart to suit your requirements and taste.

For instance, you can alter the color scheme and design of the charts in the “Design” tab to make them more appealing. You can reposition the graph and change how the text in the document wraps around the object using the layout tab. For instance, you can alter the layout so that the text automatically wraps around the object in the document. You can alter the chart’s font colors, axis labels, and number displays in the format tab.

Adjust text wrapping to improve page layout

Text wrapping refers to how text flows around embedded objects. Depending on the layout option you’ve chosen, the text automatically repositions itself when an object is moved in a document. Right-click and select “Layout” from the context menu to access the “Layout” dialog box to alter the text wrapping of an embedded object. Select the “Layout” tab in the dialog box to view the available text wrapping options. Select the alternative that most closely matches the document’s layout style. Think about whether you prefer the text to flow around the image in columns or appear in line with it, for instance.

Please note that Indeed is not affiliated with any of the businesses mentioned in this article.

How to embed an Excel file into Word

FAQ

How do you embed an Excel document into Word?

1. In Word, select the Insert tab. …
2. Click the Object command in the Text group. …
3. A dialog box will appear. …
4. Locate and select the desired Excel chart, then click Insert.
5. If you want to link the data to the Excel chart, select the checkbox next to Link to file.
6. Click OK.

How do you embed documents in Word?

1. Go to Insert > Object.
2. Select Create from File.
3. Select Browse and choose the file you want to use.
4. Select Insert.
5. To embed, select Display as icon; to create a link, select Link to file.
6. Select OK.

Can I link an Excel cell to a Word document?

Yes. Step 1: Copy the excel cell. Step 2: Navigate to your word document and paste the reference there. Step 4: Choose “link with source formatting” or “link and merge formatting” from the paste options.