How To Add Excel In Word

Some time ago, I published a post on various ways to save files to SharePoint. None of the options though replicated the behavior we are used to. I am of course talking about an ability to save files directly from MS Office applications (Word, Excel, PowerPoint). You might also know or refer to this option as Save As. For a very long time, inability to do so has been a big matzo ball for many users. However, a recent update by Microsoft made this option possible. So I am super excited to share it with you!

How To Add Excel Sheet In Word
How To Add Excel In Word Doc
How To Add Excel Chart In Word
How To Add Excel In Word Document

The following steps illustrate how to place an Excel chart inside a Word document, by linking, embedding or inserting the chart as a picture. Open both the Excel workbook and the Word document. Click in the Excel workbook, select the chart and choose Edit Copy. Switch to Microsoft Word and choose Edit Paste Special. For embedding Excel tables, you do not necessarily have to use an existing Excel table. You can also insert an empty Excel table in case you want to enter the contents directly in Word. In the previous process of creating a table from Excel file, you can also add an empty Excel table into Word using the “Object” button. I usually copy/paste information to this document from other sources (Excel, Word docs, etc.). QUESTION: I need to create a way to automate moving the required data from cells in an Excel spreadsheet to the specific fields in my Word form document fields. This can be via VBA, a macro, or some other language or tool. To get a new worksheet object into word, go to the Insert tab on the Ribbon. Click the Object button in the Text group, then find the Microsoft Excel Worksheet Object option. Hit OK, and you’ll get a blank worksheet in your Word document.

Why Save As to SharePoint was a problem

The reason why Save As never really worked well was that SharePoint is not file share. When you click on Save As from Word or Excel, you get to choose a folder/location you want to save your file in. But with SharePoint, we do not have a C: drive, My Computer or folders to browse through. In SharePoint, we have sites. Many sites, and even multiple site collections (think Office 365 Groups), that are not organized in any folder-like hierarchies.

Below image depicts what the user experience looked like if you tried to Save As from MS Office apps (Word, Excel, PowerPoint) to SharePoint. Was very frustrating experience, was not intuitive and required that user had a Ph.D. in document management. 🙂

What has changed

Microsoft has recently implemented a change/fix that relies on Office Graph (same concept utilized by Delve and Intelligent Search). It allows you to pick from the sites you follow or visit frequently, thus solving the above-mentioned issue.

Now, I should mention, if you did not realize this already, that this solution only works for those who are in SharePoint Online (Office 365). If you are in SharePoint on-premises, you will need to rely on the other six options.

How to Save As from Word, Excel, and PowerPoint to SharePoint

Here are the steps, the user experience is pretty smooth now, just like a glass of good tequila on a Friday afternoon (which is when I am writing this post).

Step 1. Add A Place (SharePoint)

This step might or might not be necessary, depending on whether or not you already added SharePoint as a favorite place (shortcut) from within MS Office. If you see Sites section when you do Save As from Word, Excel or PowerPoint (like shown in the image), then you can skip to Step 2. If not, follow the steps below.

From either Word, Excel or PowerPoint (you only need to do this on one of the apps, not all), click on File > Save As > Add a Place
On the next screen, choose Office 365 SharePoint
On the pop-up, enter your Office 365 User ID (work email), click Next
Enter Password, then click Sign In
Bingo! Your OneDrive shortcut + SharePoint shortcut will be added to the menu

NOTE 1: As stated above, you only need to do the above steps once in one of the apps (i.e., MS Word). Once completed, same favorites will show up in Excel and PowerPoint!

NOTE 2: It will add both, SharePoint + OneDrive for Business. This means you will be able to save files to either SharePoint sites or personal OneDrive space.

Step 2. Save As from MS Office

Now the most exciting part.

Go to Word, Excel or PowerPoint, and create a new document or open an existing one
Click Save As, choose Sites
Form the long list of sites you visit frequently or follow, choose the one you want to save to
From the next screen, choose the document library you want to save to. In case you have created many libraries on a site, they will all appear here. Pick one.
Next, pick the folder within a library – drill down as necessary
Provide or change a file name if necessary, then click Save
This is it; we did it – we saved the file to SharePoint! As promised, it was nice and smooth, just like a glass of tequila.

The above would not have been possible without an Office Graph. By the way, in case you do not see the site you want to save to from the list above, make sure you are Following it. It is quite possible, your site will not show up in Frequent section, but if you follow one, it will show up under the Following section.

Don’t you just love SharePoint and all the positive (end-user and out of the box) changes happening lately? Thank you, Microsoft! OK, I can now go and finish that glass of tequila. Lehaim!

How to insert hyperlinks to Word Documents/files in Excel?

Hyperlink is an easy way to skip to destination cell, webpage, or open specified files in Excel. Do you have any idea about inserting a hyperlink to a Word document? And what if batch inserting multiple hyperlinks to all Word documents in a specified folder? The following methods will guide you to solve them.

Insert hyperlinks to all Word documents/files in one folder

Insert hyperlink to a Word document/file with Hyperlink feature

We can add a hyperlink to a Word document in Excel easily with Hyperlink feature. You can do as follows:

1. Select the cell you will add a hyperlink, and then click Insert > Hyperlink.

2. In the opening Insert Hyperlink dialog box, click the Browse for File button , in the popping Link to File dialog box find out and select the Word document you will link, and then click the OK button.

3. In the Insert Hyperlink dialog box, click the OK button to insert the hyperlink.

Then you will see the specified hyperlink is added to selected cell as below screen shot shown.

One click to delete all hyperlinks in selected range, active sheet, or active workbook

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Insert hyperlinks to all Word documents/files in one folder

Sometimes, you may want to batch add multiple hyperlinks to all Word documents or files in a folder. In this case, you can apply Kutools for Excel’s Filename List utility to get it done.

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1. Click the Kutools Plus > Import / Export > Filename List.

2. In the popping File name List dialog box, you need to:

(1) Click the Browse button to open Browse For Folder dialog box, and then specify the folder in which you will add hyperlinks to all Word Documents.
(2) Check the Create hyperlinks option;
(3) Check the Specify option, and then type docx in the below box;

3. Click the OK button to apply the Filename List utility.

Then you will see multiple hyperlinks are batch added to all Word documents in the specified folder in a new worksheet. See below screen shot:

How To Add Excel Sheet In Word

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Demo: Insert hyperlinks to all Word documents/files in one folder

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