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In Excel for Mac 2011 Essential Training, author Curt Frye gives a comprehensive overview of Excel, the full-featured spreadsheet software from Microsoft. The course covers key skills such as manipulating workbook and cell data, using functions, automating actions, printing worksheets, and collaborating with others. Exercise files accompany the course.
Excel 2011 is a part of the Office 2011 program suite, which means that Excel interacts with the other Office 2011 programs, such as Word and PowerPoint. One way you can combine these files is to include an Excel workbook in another Office document. In this movie, I'll show you how to include an Excel workbook in a Word document. Now, the first question you might ask is, well, why would you want to include an Excel workbook in a Word document. In many cases, you would do so because the Word document's contents refer directly to the Excel data. You could then include the workbook as part of the document, so it will always be there when you need it.
To insert an Excel workbook into a Word document, you click in Word, and then on the Insert menu, click Object. Now, because you want to include an existing file, you click From File. Now, I can select the file that I want to insert. I'll just go Exercise Files > Chapter07, and the file that I want to use is called Include. Everything looks good. I click Insert, and Word inserts the file into its document. Now, it looks like it just brought in the text, but if I click anywhere in this group, you'll see that in fact it is an object, and it's outlined right now.
If I want to edit this workbook, I can double-click, and Excel opens it. And if I were to change the value in cell B2 to say 15,000 and then close the workbook, you see that the value here has also gone up to 15,000. Now, you might be wondering, have I actually made a change to the original workbook - in other words, the workbook that was on your computer before, I inserted it into this document. And the answer is no. What I've done is embedded a separate copy of this workbook into the document.
So when I delete this object, by clicking it and then pressing the Delete key and then pressing Ctrl+Tab to go back to Excel, and I will open the Include file, you'll see that the value here is still $14,000; they're two separate copies. So the next question is, how do you create a link to this file instead of creating a separate copy. Well, to do that, you go back into Word. First, I will close this by pressing Command+W, and then I will click to go back to Word, or I could have used Command+ Tab to change windows, and now I'll click Insert > Object, From File.
And now, because I want to create a link to an existing file as opposed to embedding a new copy of that file, I will check the Link to File box, click Exercise Files > Chapter07 > Include, and then click Insert. When I do, Excel creates a link between this file and the other file. The techniques I've shown you let you include Excel workbooks in PowerPoint presentations and Word documents. You can follow the same steps - that is opening the Insert menu and clicking Object, in Excel, PowerPoint, or Word, to display the Insert Object dialog and use that dialog box's controls to add an Office file to your document.
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