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Integration Tutorial 1 Integrating Word and Excel. 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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Integration tutorial 1 integrating word and excel l.jpg

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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Object Linking and Embedding

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Object Linking and Embedding

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Embedding an Excel Object in a Word Document

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Embedding an Excel Object in a Word Document

  • Paste Options commands for pasting an Excel chart

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Linking an Object from Excel to Word

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Linking an Object from Excel to Word

  • Paste Options commands for pasting an Excel table

New Perspectives on Microsoft Office 2007: Windows XP Edition


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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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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Breaking Links

  • It’s a good idea to break a link if you plan to send the document to someone who will not have access to the linked object’s 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

New Perspectives on Microsoft Office 2007: Windows XP Edition


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