[Libs-Or] Tech-Talk: EXCEL/G-Sheets - Embed a Worksheet into a Document
HANNING Darci * SLO
darci.hanning at slo.oregon.gov
Tue Oct 14 14:16:03 PDT 2025
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Insert your data in a doc
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Webinars for You
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December 3: [EXCEL] Spreadsheet Storytelling: Interactive Features You Need. Why Attend: You want tips on bringing out your messages.
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EXCEL / Google Sheets - Embed a Worksheet into a Document
Advanced
[embed worksheet]
You're writing a proposal, report or article with statistics that explain your ideas. You have set up a supporting Excel spreadsheet (or Google Sheet) but you want the info to be in your main document. Instead of trying to replicate the content using a table in your doc, did you know you can embed the spreadsheet right into it?
Sometimes your documents need to contain worksheets or charts as well as text. Or maybe you want to have a quick way to refer to the whole Excel file. You can quickly embed (or insert) a copy of an Excel worksheet directly into your Word (or Google) document. And, depending on how you set it up, when you make changes in the spreadsheet, the content will update in the doc as well!
Embed Options Using Excel and Word
There are a few ways to Display and Link OR embed an Excel spreadsheet.
· Display and Link means that you copy the spreadsheet rows and columns to show in your document. If you want to be able to update the spreadsheet and have the content in your doc reflect the changes, you can link it. This works well when the content doesn't have too many rows and columns as they need to fit on a Word page.
· Embed as an Object lets you create a link to the spreadsheet right in the Word doc. This is handy when you are referring to supporting data, but there may be too many rows/columns to be readable on a page.
Display (With Option to Link) Excel Content in a Word Document
· First, open both the Word document and Excel workbook.
· In Excel, select the range of cells (columns and rows), or chart you want to include in the Word document.
· Right-click, then Copy.
· In the Word document, click on the line where you want the information to appear.
· Right-click to see the Paste Options (or in the menu go to Paste) and you'll see several choices for how the content can be displayed (see the image below).
[paste options]
Then, to add just the content without linking back to the original file choose from these options:
1. Keep source formatting - Retains the formatting from the original file, in this case, the Excel spreadsheet.
2. Use destination styles - Uses the formatting of the Word doc.
3. Picture - This lets you paste a static image of the Excel data (and it will not be editable in the Word doc).
Or, if you want to link the two files together so that when you make a change in the Excel spreadsheet it will dynamically update in the Word doc as well, choose either:
1. Link and keep source formatting - Retains the formatting from the Excel file, and will update the Word doc if you make changes in your Excel file.
2. Link and use destination styles - Matches the style of the Word doc and will update the Word doc if you make changes in your Excel file.
IMPORTANT: Usually, everything will update just fine. If not, you need to give the data a boost by UPDATING the link in the Word document. In the table, right-click anywhere in the pasted/linked table and choose "Update Link". (Or Press F9 on the keyboard.)
TIP: If someone else is updating the spreadsheet, you will want to "Update" every time you open the Word document to make sure the newest info is there.
ANOTHER TIP: If you send the Word Doc to someone and the file is linked to the Excel spreadsheet, you need to send both documents.
CAUTION: If you move the Excel file to a new folder location it will "break" the link to the Word Doc. So be sure to save both files in one folder together.
Embed the Excel Worksheet in a Doc (as an Object)
If you have a large spreadsheet with many rows and columns of data that you want to refer to, the Embed an Object option lets you link from your Word doc to the Excel file.
1. In the Word doc, place your cursor where you want to add the Excel link.
2. In the ribbon go to the Insert tab and in the Text group click Object and select Object.
3. Select the Create from file tab.
4. Use the Browse button to choose the Excel file. Don't click OK!
5. CAUTION: If you click OK, the contents of the Excel file will be placed in your Word doc.
6. Instead, check the Link to file box so that the files will be connected and when you make changes in the spreadsheet they will be reflected in the Word file.
7. And check the Display as icon box so that when clicked, the reader of the Word document can go directly to the Excel file.
8. Then click OK.
9. TIP: If you want a different icon to be displayed as the link, use the Change icon button to upload an image in place of the Excel icon.
[embed object]
[embed]
Now, in your document, there will be an icon that when clicked, will open your Excel spreadsheet.
You are not displaying the data, but giving a way for people to get to it.
TIPS: Yes, you can drag the image to be larger. Also, before embedding, give the doc a name you want to be shown.
Embed a Sheet in a GOOGLE Doc
TIP: Not all spreadsheets are suitable to embed in a Doc. For instance, if you have more than 400 cells Google will allow them to be copied and pasted, but they will not be linked.
There are two options to paste a spreadsheet – either with or without a link to the Sheet. The steps are the same in either case:
· Open the Google Sheet and select the cells you want to copy into your Doc.
· Right-click and select Copy (or press Ctrl+C or in the menu go to Edit, Copy).
[https://files.constantcontact.com/ee1208b4001/dfb11c38-8cdd-47d4-98e3-f0577c9df83b.png?rdr=true]
· In the Google Doc click where you want to add the content and enter Ctrl V (Do NOT right-click Paste nor Edit, Paste unless you want to download an addon).
· Choose "Link to spreadsheet" or "Paste unlinked" and click the Paste button.
[Embed a worksheet]
Excel 365 Web - Can You Embed a Spreadsheet?
While it is always true that the Microsoft Desktop software is more fully featured than a browser-based suite (like 365 Web or Google Suite), there are often alternative things you can do to achieve much the same results.
So, if you have an Excel 365 Web spreadsheet you want to put in a Word for Web document, one thing you can do is to link to a spreadsheet or paste a static table/chart in it. You just cannot embed an editable sheet.
Here is how:
Step 1: Upload your Excel file
· Go to OneDrive or SharePoint.
· Upload your Excel workbook if it’s not already there.
Step 2: Open your Word document in Word for Web
· Go to office.com → Word → open your document.
Step 3: Copy a link to the Excel file
· Open the Excel file in Excel for Web.
· Click Share → Copy link.
· Make sure the link permissions are correct: Anyone with the link can view/edit (choose based on your needs).
Step 4: Insert the link in Word for Web
· Go back to your Word document.
· Select the text or location where you want the spreadsheet link.
· Click Insert → Link → Paste the Excel link → Apply.
Now, anyone who clicks the link in your Word document will open the spreadsheet in Excel for Web.
Optional: Display a preview table
You can also copy a range of cells from Excel for Web and paste into Word for Web. This shows a static table, not live. Updates in the source file won’t reflect automatically unless you use the link.
[https://files.constantcontact.com/ee1208b4001/a0642aa4-7c96-4078-93c8-ed830168da0b.png?rdr=true]
Upcoming EXCEL WEBINAR:
December 3rd
Excel Storytelling: Interactive Features You Need
Boost your Excel skills with advanced features that tell a compelling story. Learn conditional formatting to highlight trends, create dropdowns and check boxes for accuracy and interaction. Discover the feature Format as Table.
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Communications: Email
Making a lasting impression
It's so easy to make a statement ... whether it's a suggestion, a positive comment, or even just a thank you ... in our daily conversation. We do it all the time! Especially in email. But how can you make it more compelling?
Examples of the kind of statements we make every day...
· Maybe we could spend 15 minutes in a Zoom meeting.
· Thanks for the money-saving tip.
· Your proposal was well written.
Nothing wrong with any of those, right? It's all very straightforward! But what can you do to let the reader (especially in email) know that you really mean what you are saying?
In other words, you want them to internalize the importance of what you've told them. You don't want them to gloss over your statements.
Solution: Reinforce your statement with a follow-up sentence. Here are examples.
1. Maybe we could spend 15 minutes in a Zoom meeting. That would certainly help me!
2. Thanks for the money-saving tip. I appreciate it!
3. Your proposal was well written. It was clear and powerful.
If you want people to truly appreciate what you have to say, get in the habit of reinforcing statements you want readers to understand, embrace, and remember.
CHALLENGE: Try this in your personal conversations as well.
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Cheers,
Darci Hanning, MLIS (she/her/hers)
Public Library Consultant / CE Coordinator
Continuing Education Resources: https://slo.oregon.gov/conted/
State Library of Oregon | Library Support and Development Services
971-375-3491 | darci.hanning at slo.oregon.gov<mailto:darci.hanning at slo.oregon.gov> | www.oregon.gov/library<http://www.oregon.gov/library>
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