Integration Tutorial 1 Integrating Word and Excel

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Integration Tutorial 1Integrating Word and
Excel
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Objectives

• Learn about object linking and embedding (OLE)
• Embed an Excel chart in a Word document
• Edit an embedded Excel chart in Word
• Link an Excel worksheet to a Word document
• Update a linked Excel worksheet
• Test and break a link

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Object Linking and Embedding (OLE)

• You can easily share data that you create in
  different Office applications through object
  linking and embedding, or OLE. For example
• You want to insert a chart you create in Excel
  into a memo you generate in Word
• You want to merge a letter you create in Word
  with names and addresses you have stored in an
  Access database
• You want to transfer an outline you create in
  Word to a PowerPoint presentation

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Object Linking and Embedding
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Object Linking and Embedding

• With OLE, you can share data in one of two ways
• Embed data created in one application (the
  source) in a file created in a different
  application (the destination).
• A copy of the object becomes part of the
  destination file, and any changes you make to it
  does not affect the original file
• Link data, so that any changes made to it, in
  either the source file or the destination file,
  automatically take effect in the other file.
• The object exists in only one place

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Object Linking and Embedding
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Embedding an Excel Object in a Word Document

• Start the source program (Excel), open the file
  containing the object to be embedded, select the
  object or information you want to embed in the
  destination file (a Word document), and then in
  the Clipboard group on the Home tab, click the
  Copy button
• Start the destination program (Word), open the
  file that will contain the embedded object, and
  then position the insertion point where you want
  to place the object
• In the Clipboard group on the Home tab in the
  destination program, click the Paste button.
  Then, in the document window, click the Paste
  Options button that appears, and then click Excel
  Chart (entire workbook) on the menu
• or
• In the Clipboard group on the Home tab in the
  destination program, click the Paste button
  arrow, and then click Paste Special to open the
  Paste Special dialog box. Then, in the dialog
  box, click Microsoft Office Excel Worksheet
  Object in the As list, make sure the Paste option
  button is selected, and then click the OK button

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Embedding an Excel Object in a Word Document
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Embedding an Excel Object in a Word Document

• Paste Options commands for pasting an Excel chart

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Modifying an Embedded Object

• When you edit an embedded object within the
  destination program, the changes affect only the
  embedded object the original object in the
  source program remains unchanged

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Linking an Object from Excel to Word

• Start Excel, open the file containing the object
  to be linked, select the object or information
  you want to link to the destination program, and
  then, in the Clipboard group on the Home tab,
  click the Copy button
• Start Word, open the file that will contain the
  linked object, and then position the insertion
  point where you want to place the object
• In the Clipboard group on the Home tab in the
  destination program, click the Paste button.
  Then, in the document window, click the Paste
  Options button that appears, and then click a
  linking option on the menu
• or
• In the Clipboard group on the Home tab in the
  destination program, click the Paste button
  arrow, and then click Paste Special to open the
  Paste Special dialog box. Then, in the dialog
  box, click the Paste link option button, click
  Microsoft Office Excel Worksheet Object in the As
  list box, and then click the OK button

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Linking an Object from Excel to Word
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Linking an Object from Excel to Word

• Paste Options commands for pasting an Excel table

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Updating Linked Objects

• When you link an object, you can edit the
  information in the source file, and the changes
  will appear in the Word document

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Breaking Links

• Its a good idea to break a link if you plan to
  send the document to someone who will not have
  access to the linked objects source document
• In the destination file, right-click the linked
  object, point to Linked Worksheet Object, and
  then, on the shortcut menu, click Links to open
  the Links dialog box, or click the Office Button,
  point to Prepare, in the right pane on the menu,
  point to the small arrow in the bottom of the
  menu, and then click Edit Links to Files
• In the dialog box, select the appropriate link in
  the list at the top
• Click the Break Link button, and then click the
  Yes button
• Save the destination file