Unlike with the ordinary Excel and Word copy and paste linking operation, when you use OfficeConnect to link tables between Excel and Word, the table from Excel comes in to OfficeConnect for Word completely linked. The linked data in Word can then be updated with any new information from Excel anytime you refresh the document.
Link to OfficeConnect for Excel Tables
In OfficeConnect for Word, go to the page where you want to insert the table from OfficeConnect for Excel.
In the OfficeConnect links pane, on the Workbook Links tab, review the named ranges listed under Table Links.
Named ranges that contain multiple cells are listed under Table Links, while named ranges of single cells are listed under Single Links.
Right-click the table link you want to insert into the document, and then click Apply to Selection.
The table link appears, formatted as it looks in the OfficeConnect for Excel workbook.
Edit Linked Tables
To edit tables or add rows and columns to a table, return to OfficeConnect for Excel and make the changes in Excel. Then update the links in Word.
If you edit the linked table in Word, you may affect the integrity of the data.
Remove Linked Tables
As in OfficeConnect for Excel, the Undo command does not work with Adaptive Insights operations in OfficeConnect for Word. Therefore, if you link an OfficeConnect for Excel table, and realize it’s the wrong table, you can’t just reverse the operation. You need to delete the table using Word functions.
Click anywhere in the table you want to delete.
On the Layout tab, in the Rows & Columns group, click Delete, and then click Delete Table.
Destination and Source Formatting
When you link a table , the table comes in exactly as it looks in Excel. This is defined as source formatting, meaning that the formatting reflects what exists in your original OfficeConnect for Excel file. This means you don’t have to do any reformatting, although you certainly can if you want to.
One exception is if the table in Excel is too large for the document margins in Word. If this is the case, the link operation proportionally reduces the table to make it fit.
If you want, you can change the formatting in Excel, for example, to make the table smaller or change the orientation from portrait to landscape. When you refresh the link in Word, the formatting changes you made in Excel are updated in the Word document.
You can also make formatting changes to the linked table in your Word document. For example, you might want to apply different font colors or column widths.
If you format a linked table on the Word surface, and then refresh it from the Excel source file, your formatting changes will be lost. However, if you want to retain those changes through refreshing, you can specify that destination formatting be applied to this link.
To specify destination formatting for a linked table:
- Use Word functions to format the linked table in your document the way you want it to look.
This can include font size, font color, background shading, column and row sizes, and so on.
- Right-click in the table, and on the menu that appears, click Manage OfficeConnectLink.
Or on theOfficeConnect tab, in the External Data group, click Manage Links.
The Manage Links dialog box appears.
- Click in the Formatting column for the selected link, click the arrow that appears in the cell, and then click Destination.
- Click Close.
Now the next time you refresh this link, the data will be refreshed, but the formatting will remain as you specified in the Word document.