Embedding Excel objects in Word
We’ll start with the simpler of the two: embedding an Excel object. Let’s take a look at the example workbook to see how it works.
Open the example workbook and a blank Word document.
On the first worksheet in the Excel file, you’ll see a small table. Select and copy it.
Go to your Word document, and paste the table with Ctrl + V.
You’ll see a table like this one:
If you click into this table, nothing notable will happen—you can edit the names of the months or the numbers, and they’ll change.
If you try inputting an Excel formula, however, it will only display as text.
Head back to the Excel worksheet and copy the table again.
In Word, click the Home tab of the Ribbon, and select Paste > Paste Special. In the resulting pop-up window, click on the Worksheet Object, and click OK.
You’ll now see a table that looks a bit different:
At first, it looks like the distinguishing feature of this table is gridlines.
But if you double-click the table, you’ll get a surprising new interface:
As you can see, this gives you an embedded version of Excel within Microsoft Word.
All because it’s a linked object. Pretty cool, huh?😎
You can do all the things you’re used to in Excel: use and edit formulas, apply conditional formatting, add new rows and columns, sort and filter data, and everything else you’ve come to expect from Excel.
And source formatting (from the Excel worksheet) is transferred to the Word document.
In short, it gives you a lot more table-editing power than you get with the standard Microsoft Word interface.
To exit the Excel interface, click outside of the table, and you’ll go back to the regular editor for your document.
If you go back to the Excel spreadsheet and make an edit in the table, you’ll see that the Excel object doesn’t update. So if your calculations change, or you get new data and add it to the spreadsheet, you’ll need to update your Word document manually.
Let’s fix that.