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Knowledge and Support - Adaptive Insights

Managing Links and Their Sources

When you reopen an OfficeConnect for Word file that already contains links to Excel data, you can reconnect to source files if needed. You can also to change the source file that a document is linked with or disconnect a link with a source file. 

Reconnecting to Source Files in Existing Documents

Whenever you close and reopen an OfficeConnect for Word file, any linked tables and data are intact as you saved them. However, if you want to work with the named ranges from the source file, you need to connect to the source files again. 

To re-establish connection to Excel files in a linked document: 

  1. In OfficeConnect for Word, open the Word document that contains links with one or more Excel workbooks.

  2. On the OfficeConnect tab, in the External Data group, click Link to Workbook.

  3. In the Open workbook dialog box, find and open the Excel workbook that contains the source data.

    The Excel workbook is connected again with the Word document. The name of the source workbook and the list of its named ranges appear on the
    Workbook Links tab in the OfficeConnect links pane as before. You can now work with the named ranges in your Word document again.

Changing the Source File

When you create periodic reports based on the same data, you might save your original OfficeConnect for Excel file under a new name or in a new location to reflect the new period. When you do this, you need to change the name or path for the source file so your OfficeConnect for Word document still references the file properly. Because the new file is a copy of the old one, the named ranges are the same and the links are updated. Being able to change the source file for a link and then refresh the file saves you time when creating your periodic reports. 

To change the source file for a link:

  1.  On the OfficeConnect tab, in the External Data group, click Manage Links.

  2.  In the Manage Links dialog box, select the check boxes next to each link for which you want to change the source file.

  3.  Above the table, click Change Source.

  4. In the Open workbook dialog box that appears, browse to the location of the new source file.

  5. Double-click the name of the new source file.
    In the Manage Links dialog box, in the Source File column, the source file changes for each selected link.

  6. Click Close.

Disconnecting a Link

You can use the Manage Links dialog box to break a link. When you break a link, the data remains in the document. However, the live link with the data in the OfficeConnect for Excel workbook is disconnected and is no longer refreshed from that source. 

To disconnect a link in your OfficeConnect for Word document:

  1. On the OfficeConnect tab, in the External Data group, click Manage Links.

  2. In the Manage Links dialog box, select the check boxes next to each link you want to disconnect from the source file.

  3. Above the table, click Break Link.

  4. In the confirmation message that appears, click Yes.
    The link is disconnected, and its reference is removed from the Manage Links dialog box.

  5. Click Close.

Note:  Another way to disconnect a link is to simply copy it to another location in the document. Deleting the linked information altogether disconnects the link as well.

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