Embedding Excel into Word

Practice Labs Module
21 minutes

The "Embedding Excel into Word" module provides you with the instructions and devices to develop your hands on skills in the following topics: Inserting a Worksheet, About Charts, The Formula Window.

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The Embedding Excel into Word module provides you with the instructions and devices to develop your hands on skills in the following topics.

  • Inserting a Worksheet
  • About Charts
  • The Formula Window

Lab time: It will take approximately 60 minutes to complete this lab.

Exercise 1 - Inserting a Worksheet

Tables don't have to be mere structural and formatting elements. Although managing complex data is best left to a spreadsheet application like Excel, you can still use formulas in tables, or use table data to create charts. You can even insert Excel worksheets as tables in your documents.

You will learn how to:

  • Insert a table using Microsoft Excel data
  • Insert and format charts
  • Use formulas and calculations in tables

When you paste text or illustrations into a document, the pasted content is treated the same as anything you might have created yourself. For example, if you paste an Excel spreadsheet into your document, you can edit its contents or use the Table Tools tabs to format it further, just as if you'd created the table yourself in Word. Sometimes this is exactly what you need, but it does limit you to using Word's editing tools for that specific content.

You also have the option of inserting a file as an object, which looks like pasted content but can be edited in the original application. This gives you access to all the editing capabilities of the source application, but it has some drawbacks. For example, you can do so only with files for applications that have Object Linking and Embedding (OLE) support, and it can result in a document file that's considerably larger than it would be from just pasting content.

Exercise 2 - About Charts

When you insert a chart or graph into a document, it's not just a graphic. Instead, it's a graphical representation of an Excel object embedded in the document. You can edit the workbook and format the chart using all the tools included in Microsoft Excel, so there's no need to import charts from external Excel workbooks. If you don't have Excel installed, you can still create charts, but using only features included in the simpler Microsoft Graph feature included with Word.

Once you've inserted a chart, you can edit its data in Excel, but the Chart Tools tabs that control its visual appearance are available on the ribbon in Word.

Exercise 3 - The Formula Window

Tables in Word are primarily meant as a layout tool for presenting information. If you want to perform calculations on tables of data, you're better off using a spreadsheet application such as Excel. Still, if your needs are simple, you can use the Formula window to perform logical or mathematical operations in a table.

Formulas you create in Word documents are stored as field codes. They update whenever you open the document, and you can manually update them at any time.

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