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Skil ls © Paradigm Publishing, Inc. 1

Integrating Programs Word and Excel

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Integrating Programs Word and Excel. 1.1 Copy and Paste Word Data into an Excel Worksheet 1.2 Link an Excel Worksheet with a Word Document 1.3 Update Linked Data 1.3 View a Link 1.4 Link an Excel Chart with a Word Document 1.5 Embed an Excel Worksheet into a Word Document - PowerPoint PPT Presentation

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Page 1: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 1

Page 2: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 2 Skills© Paradigm Publishing, Inc. 2

Integrating ProgramsWord and Excel

1.1 Copy and Paste Word Data into an Excel Worksheet

1.2 Link an Excel Worksheet with a Word Document

1.3 Update Linked Data

1.3 View a Link

1.4 Link an Excel Chart with a Word Document

1.5 Embed an Excel Worksheet into a Word Document

1.5 Edit an Embedded Object

1.5 Troubleshoot Linking and Embedding Problems

CHECKPOINT

Page 3: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 3

Copy and Paste Word Data into an Excel Worksheet

Microsoft Office is a suite that allows integration, which is the combining of data from two or more programs into one document.

Integration can occur by copying and pasting data between programs.

The program containing the data to be copied is called the source program, and the program where the data is pasted is called the destination program.

Page 4: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 4

Copy and Paste Word Data into an Excel Worksheet…continued

To copy data from Word to Excel:1. Open Word and Excel and

the desired documents.2. Select the desired data in

Word.3. Click the Copy button.4. Click the Excel button on the

Taskbar.5. Position the insertion point

at the desired location.6. Click the Paste button.

Copy button

Paste button

Page 5: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 5

Link an Excel Worksheet with a Word Document

If you regularly update data that is copied to other programs, consider copying and linking the data.

When data is linked, the data exists in the source program but not as separate data in the destination program.

The destination program contains only a code that identifies the name and location of the source program, document, and the location in the document.

Since the data is located only in the source program, changes made to the data in the source program are reflected in the destination program.

Page 6: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 6

Link an Excel Worksheet with a Word Document…continued

To link an Excel worksheet with a Word document:1. Open Word and Excel and

the desired documents.2. Make Excel the active

program and select the desired cells to link.

3. Click the Copy button.4. Click the Word button on

the Taskbar.steps continued on next slide…

selected data

Page 7: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 7

Link an Excel Worksheet with a Word Document…continued

5. Click the Paste button arrow and then click Paste Special at the drop-down list.

6. Click Microsoft Excel Worksheet Object in the As List box.

7. Click the Paste link option.

8. Click OK to close the dialog box.

Paste Special

Paste Link option

Page 8: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 8

Update Linked Data

To update linked data:1. Open the document in

the source program.2. Make the desired edits.3. Save and close the

document.4. Open the document in

the destination program.5. Save and close the

document.

edit

Page 9: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 9

View a Link

To display a linked object as an icon:1. Select the object.2. Right-click in the

object.3. Point to Linked

Worksheet Object and then click the Convert option.

4. At the Convert dialog box, click Display as icon check box.

5. Click OK.

Convert option

Convert dialog box

Page 10: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 10

Link an Excel Chart with a Word Document

To link an Excel chart with a Word document:1. Open Word and Excel and

the desired documents.2. Make Excel the active

program and select the desired chart to link.

3. Click the Copy button.4. Click the Word button on

the Taskbar.steps continued on next slide…

selected chart

Page 11: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 11

Link an Excel Chart with a Word Document…continued

5. Click the Paste button arrow and then click Paste Special at the drop-down list.

6. Click Microsoft Excel Chart Object in the As List box.

7. Click the Paste link option.

8. Click OK to close the dialog box.

Paste Special

Paste Link option

Page 12: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 12

Link an Excel Chart with a Word Document…continued

To customize a link:1. Right-click the linked

object.2. Point to Linked

Worksheet Object.3. Click Links.4. Make the desired

changes at the Links dialog box.

Links dialog box

Page 13: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 13

Embed an Excel Worksheet into a Word Document

You can copy an object between documents in a program, link an object, or embed an object.

A linked object resides in the source program but not as a separate object in the destination program.

An embedded object resides in the document in the source program as well as the destination program.

If a change is made to an embedded object at the source program, the change is not made to the object in the destination program.

Page 14: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 14

Embed an Excel Worksheet into a Word Document…continued

To embed an Excel worksheet into a Word document:1. Open Word and Excel and

the desired documents.2. Make Excel the active

program and select the desired chart to link.

3. Click the Copy button.4. Click the Word button on

the Taskbar.steps continued on next slide…

Copy button

Page 15: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 15

Embed an Excel Worksheet into a Word Document…continued

5. Click the Paste button arrow and click Paste Special.

6. Click the Microsoft Excel Worksheet Object in the As list box.

7. Click OK. Paste Special dialog box

Page 16: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 16

Edit an Embedded Object

To edit an embedded object:1. In the source program,

double-click the embedded object.

2. Make the desired edits.3. Click outside the object.

embedded object

Page 17: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 17

Troubleshoot Linking and Embedding Problems

If you double-click a linked or embedded object and a message appears telling you that the source file or source program cannot be opened, consider the following troubleshooting options: Make sure the source program is installed on your computer. If the source program is not installed, convert the object to the

file format of a program that is installed. Try closing other programs to free memory and make sure you

have enough memory to run the source program. Make sure the source program does not have any dialog boxes

open. If it is a linked object, check to make sure someone else is not working in the source file.

Page 18: Integrating Programs Word and Excel

Skills© Paradigm Publishing, Inc. 18

CHECKPOINT1) This is the term for the combining

of data from two or more programs into one document.a. mergeb. collatec. integrationd. combination

3) This object resides in the source program but not as a separate object in the destination program.a. embeddedb. linkedc. movedd. duplicated

2) The Copy button is located on this tab.a. Fileb. Homec. Insertd. Page Layout

4) This object resides in the document in the source program as well as the destination program.a. embeddedb. linkedc. movedd. duplicated

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