in this session i'll briefly show you how to link data from an excel spreadsheet into
a word document for the purpose of reports so there are a couple ways to take data from excel
and then utilize it in microsoft word let's say this is my report
let's say i have to do this report monthly and i have to take data from excel and and put it in my
report for whether it is expenses or it could be whatever else so one of the ways to get the
data from excel into word is by so copying it from excel and then i'm right clicking and choose copy
or ctrl c or however you copy stuff or click on copy and paste up here
and then i go back to word and then i'm going to paste it now notice by simply pasting it
in word it does not look anywhere close to what it was in excel of course i could go
here and choose to use the destination or the keep the source formatting so that's one way it's not
the greatest way now what you can do is you can actually link the data with the excel spreadsheet
once you link it once as the data is updated from time to time from excel
from your assistant or whoever else that report it's always up to date all you have
to do is open up the document and it would be up to date so for that to work you go to excel
we copy and we select and copy the data some just copying it again
those bars were there because i had copied it from before now we go back to word and
we click here under paste but instead of just choosing paste we are going to click on paste
special so choose paste special and then we are going to paste it as a link so we
are going to link it with microsoft excel so it's linked to an excel spreadsheet object
so basically the data is not really residing it's of course posted in the document but it's linked
with the excel document so i'll demonstrate in a moment here since we pasted it we can assume that
the report is done and we're going to save it on the desktop i call it this my monthly report now a
month has passed by or whatever time has passed by and notice my let's say my training expense
for january the previous report was 100 before now i'm going to make it 123 dollars now if i go
to my document save it
let's assume that a few months passed by now i go into my report
double click on it notice the first thing that you'll get is it says this document contains links
that refer to other files do you want to update this document to the data from the linked files
it's saying it's linked to excel do you want this to be updated so i say yes and now this is my
older junk here that i had from before but notice the expense here for january for 123 has been
updated so the idea is that whatever you change here in excel as you're keeping track of things
it will be automatically posted and linked with microsoft word because we link that data earlier
so if i go into word close it and then save the excel changes that i made open it up again
say yes to update it again ignore this part notice even the formatting has been updated from excel