How to Upload an Excel Worksheet in Word

Import Linked or Unlinked Excel Worksheet Data into Word Files

by Avantix Learning Team | Updated February 1, 2021

Applies to: Microsoft^® Excel^® and Word^® 2010, 2013, 2016, 2019 or 365 (Windows)

You can easily copy or import Excel worksheet data into Discussion documents. When you import from an Excel file, you can choose to import linked or unlinked data. If information technology's linked, you will exist able to update, modify and remove the links.

The post-obit are three easy ways to import Excel data into Give-and-take past copying and pasting:

1. Copy the information in the Excel file, switch to the Give-and-take document and then paste the data where you want it to appear as a static copy.
2. Import the Excel data into the Give-and-take certificate as a linked OLE (Object Linking and Embedding) object so that when the Excel file changes, the Give-and-take document will update also.
3. Create links to the Excel data in a Discussion tabular array so that when the Excel file changes, the table volition update.

If y'all choose the 2d or third method, yous will need to ensure that the Excel file remains in the aforementioned location with the aforementioned proper name or manage the link(s) using Edit Links.

Recommended article: How to Create a Table of Contents in Word

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Inserting unlinked Excel information

Yous tin can easily copy data from Excel and paste it into a Give-and-take document. Use this method if you exercise non need to update the Word file when the Excel data changes.

To insert unlinked Excel data into Give-and-take:

1. Open the Excel file.
2. Select the information you want to copy into the Word file.
3. Printing Ctrl + C or right-click and select Copy from the drop-downwardly menu.
4. Open the Word file.
5. Position the insertion betoken where y'all want the Excel data to appear.
6. Press Ctrl + 5 or right-click and choose Paste Values from the drop-downward menu.
   

With this method, the Excel data will exist copied into Discussion as a table and the Give-and-take file will not update when the Excel file changes. Considering the data is pasted into a table, you tin can apply Word's table tools to format it and the file will be smaller considering the data is non linked.

Inserting Excel data as a linked OLE object

You can insert an OLE (Object Linking and Embedding) object when y'all want to insert a linked copy of Excel data. However, ane of the problems with this method is that the OLE object is similar a moving-picture show of the cells and you lot would need to format the data in Excel to appear the way you lot want in the Word file.

To insert Excel data into Word as a linked OLE object:

1. Open the Excel source workbook.
2. Select the data you desire to place in the Give-and-take file.
3. Printing Ctrl + C or right-click and choose Copy from the drop-downwardly card.
4. Open the Word destination certificate.
5. Position the insertion point where you want the linked Excel data to appear.
6. Click the Dwelling tab in the Ribbon and select the arrow below Paste. A drib-downwardly menu appears.
7. Select Paste Special. A dialog box volition appear.
8. Click Paste Link.
9. Under As, select Microsoft Excel Worksheet Object.
10. Click OK.

Note the Paste link option on the left of the Paste Special dialog box:

You tin double-click an OLE object to leap to the source Excel file.

Inserting linked Excel data into a Word tabular array

You can insert Excel data every bit a tabular array in Discussion where each cell is linked to the Excel information source. This is a slap-up method because yous tin maintain links only format the data the way you want in Word.

To insert linked Excel data into a Discussion table:

1. Open up the Excel source workbook.
2. Select the data y'all desire to place in the Word file.
3. Press Ctrl + C or right-click and cull Copy from the drib-downwards menu.
4. Open the Word destination document.
5. Position the insertion bespeak where you want the linked Excel data to appear.
6. Click the Home tab in the Ribbon and select the arrow below Paste. A driblet-down carte appears.
7. Select Paste Special. A dialog box will appear.
8. Click Paste Link.
9. Under As, select HTML Format.
10. Click OK.

HTML format is selected past default in the Paste Special dialog box:

Click in the table in the Word document. Equally long every bit Field Shading When Selected is ready in Word Options, each cell will appear with grey shading indicating that it is a field linked to Excel. You lot tin can format the table in Word.

Updating or managing links

One of the benefits of linking data is that information in a destination document updates when you lot change information in the source document. This typically occurs automatically if both documents are open. However, if you open a Give-and-take document with links and the Excel file is not open, Give-and-take should prompt you lot to update the links. Yous may likewise need to update links yourself or re-constitute a link if the original Excel file has been moved or renamed.

To update or manage links:

1. Right-click a linked object or HTML tabular array. A driblet-down carte appears.
2. Choose Linked Worksheet Object and then Edit Links. A dialog box appears.
3. Under Update method for selected link, Automatic update is selected by default. You can cull Manual update if y'all exercise not want the data to update automatically. You would and then need to click the link and click Update Now to update.
4. Make any other changes (such as breaking a link of changing the source for a link).
5. Click OK.

The Links dialog box below displays one link:

It's not difficult to import Excel data into Discussion. Typically, the biggest issue occurs when other users move or rename the source Excel file but this can be managed using Edit Links and changing the source.

This article was commencement published on March 13, 2016 and has been updated for clarity and content.

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