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Microsoft Excel 2010 : Working with Other Microsoft Office Programs - Including Office Documents in Workbooks

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11/27/2013 1:54:00 AM

One benefit of working with Excel 2010 is that because it is part of Office 2010, it is possible to combine data from Excel and other Office programs to create informative documents and presentations. Just as you do when you combine data from more than one Excel document, when you combine information from another Office file with an Excel workbook, you can either paste the other Office document into the Excel workbook or create a link between the workbook and the other document.

There are two advantages to creating a link between your Excel workbook and the other file. The first benefit is that linking to the other file, as opposed to copying the entire file into your workbook, keeps your Excel workbook small. If the workbook is copied to another drive or computer, you can maintain the link by copying the linked file along with the Excel workbook or by re-creating the link if the linked file is on the same network as the Excel workbook. It is also possible to use the workbook if the linked file isn’t available. The second benefit of linking to another file is that any changes in the file to which you link are reflected in your Excel workbook.

You create a link between an Excel workbook and another Office document by clicking the cell where you want the document to appear, clicking the Insert tab and then, in the Text group, clicking Object to display the Object dialog box. In the Object dialog box, click the Create From File tab.

Including Office Documents in Workbooks

Clicking the Browse button on the Create From File page opens the Browse dialog box, from which you can browse to the folder containing the file you want to link to. After you locate the file, double-clicking it closes the Browse dialog box and adds the file’s name and path to the File Name box of the Object dialog box. To create a link to the file, select the Link To File check box, and click OK. When you do, the file appears in your workbook near the active cell.

If you want to link a file to your workbook but don’t want the file image to take up much space on the screen, you can also select the Display As Icon check box. After you select the file and click OK, the file will be represented by the same icon used to represent it in Windows. Double-clicking the icon displays the file.

After you have linked a file—for example, a Microsoft PowerPoint 2010 presentation—to your Excel workbook, you can edit the file by right-clicking its image or icon in your workbook and then, on the shortcut menu that appears, pointing to the appropriate Object command and clicking Edit. For a PowerPoint file, you point to Presentation Object. The file will open in its native application. When you finish editing the file, your changes appear in your workbook.

Tip

The specific menu item you point to changes to reflect the program used to create the file to which you want to link. For a Word 2010 document, for example, the menu item you point to is Document Object.

In this exercise, you’ll link a PowerPoint 2010 presentation showing a business summary to an Excel workbook and then edit the presentation from within Excel.

Important

You must have PowerPoint 2010 installed on your computer to complete this exercise.

Set Up

  1. In the SummaryPresentation workbook, on the Insert tab, in the Text group, click Object.

    Set Up

    The Object dialog box opens.

  2. Click the Create from File tab.

    The Create From File page is displayed.

  3. Click Browse.

    The Browse dialog box opens.

  4. Browse to the 2010YearlyRevenueSummary.pptx presentation, and then click Insert.

    The Browse dialog box closes, and the full file path of the 2010YearlyRevenueSummary presentation appears in the File Name box.

    Set Up
  5. Select the Link to file check box, and then click OK.

    Excel creates a link from your workbook to the presentation.

  6. Right-click the presentation, point to Presentation Object, and then click Edit.

    The presentation opens in a PowerPoint 2010 window.

    Set Up

    Troubleshooting

    The appearance of buttons and groups on the ribbon changes depending on the width of the program window.

  7. Click Consolidated Messenger FY2010.

    The text box containing Consolidated Messenger FY2010 is activated.

  8. Select the FY2010 text, and then type Calendar Year 2010.

  9. In PowerPoint, on the Quick Access Toolbar, click the Save button.

    Troubleshooting

    PowerPoint saves your changes, and Excel updates the linked object’s appearance to reflect the new text.

  10. Click the File tab, and then click Save.

Clean Up

Close the SummaryPresentation workbook and the 2010YearlyRevenueSummary presentation. If you don’t plan to work through the next exercise immediately, exit PowerPoint.

 
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