33 min read

Excel Integration

Paste, embed, link Excel data and charts in Word.

Paste Excel with the right option

The budget table lives in NorthgateBudget.xlsx . Copy the range \to paste in Word with Home \to Paste \to Keep Source Formatting to preserve gridlines, or Embed to double-click back into Excel later. Paste as Picture freezes layout for the governor PDF when you do not want accidental edits.

Link data so values update

Paste Special \to Paste link \to Microsoft Excel Worksheet Object inserts a linked excerpt. File \to Info \to Edit Links to Files shows sources; Update Now refreshes Q3 figures when the bursar saves Excel. Broken links show Error! — fix path via Edit Links if the workbook moved on SharePoint.

Hands-on steps

Goal

$Paste a linked excerpt of the intake budget table into the appendix.$

$James Okonkwo adds this to NorthgateHandbook.docx as part of one polished student handbook, policy pack, and open-day collateral before families arrive.$

Copy in Excel

Where

Excel

Do this

Open NorthgateBudget.xlsx \to select the intake summary range \to Ctrl+C .

You should see

$Range copied.$

Verification

Check your work

You are correct if all of these are true:

$Appendix shows budget figures from Excel — not retyped numbers.$
$Updating Excel and refreshing links changes the Word table.$
$Table fits page width without cut-off columns.$

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