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Add or remove add-ins in Excel
Ways to add values in a spreadsheet
Add based on conditions
Add or subtract dates
Add or subtract time
Need more help?
Insert an object in your Excel spreadsheet

Add or remove add-ins in Excel

Add-ins provide optional commands and features for Microsoft Excel. By default, add-ins are not immediately available in Excel, so you must first install and (in some cases) activate these add-ins so that you can use them.

Are you looking for information about Office Add-ins based on HTML, CSS, and JS? If you are, see Get an Office Add-in for Excel.

Some add-ins are built in to Excel, such as Solver and the Analysis ToolPak. Other add-ins are available from the Download Center and must first be downloaded and installed. Finally, there are add-ins that are created by third parties, such as a programmer in your organization or a software solution provider. These can be Component Object Model (COM) add-ins, Visual Basic for Applications (VBA) add-ins, and DLL add-ins. These add-ins must also be installed to use them.

Most add-ins can be categorized into three different types:

Excel add-ins These typically include Excel add-in (.xlam), Excel 97-2003 add-in (.xla), or DLL add-in (.xll) files or they are automation add-ins. Some Excel add-ins, such as Solver and the Analysis ToolPak, may be available after you install Excel or Microsoft Office. Typically, you only need to activate these add-ins to use them.

Downloadable add-ins Additional add-ins for Excel can be downloaded and installed from Downloads at Office.com.

Custom add-ins Developers and solution providers usually design custom Component Object Model (COM) add-ins, automation add-ins, VBA add-ins, and XLL add-ins. These must be installed for you to use them.

After you have installed or activated an add-in, the add-in and its commands may be available in one of the following locations:

Data tab. After you install and activate the Analysis ToolPak and Solver add-ins, the Data Analysis and Solver commands are available in the Analysis group.

Formulas tab. After you install and activate the Euro Currency Tools, the Euro Conversion and Euro Formatting commands are displayed in the Solutions group.

Add-Ins tab. Other add-ins may be added to the Add-Ins tab. This tab is added to the ribbon when you install and activate the first add-in that is shown in the Add-Ins tab. If you don’t see the Add-Ins tab, you should exit and then restart Excel.

Other add-ins, such as the Get Started tab, are available in other places in Excel, such as a tab on the ribbon, or through macros or customized menus.

Important: If you are a software developer, you can use this procedure to install or remove an automation program before you design installation and removal programs for your add-in.

To activate an Excel add-in

Click the File tab, click Options, and then click the Add-Ins category.

In the Manage box, click Excel Add-ins, and then click Go.

The Add-Ins dialog box appears.

In the Add-Ins available box, select the check box next to the add-in that you want to activate, and then click OK.

If you cannot find the add-in that you want to activate in the Add-Ins available box, you may need to install it.

To install an Excel add-in

To install an add-in that is typically installed with Excel, such as Solver or the Analysis ToolPak, run the setup program for Excel or Microsoft Office and choose the Change option to install the add-in. After you restart Excel, the add-in should appear in the Add-Ins available box.

Some Excel add-ins are located on your computer and can be installed or activated by clicking Browse (in the Add-Ins dialog box) to locate the add-in, and then clicking OK.

Some Excel add-ins require running an installation package. You may need to download or copy the installation package to your computer (an installation package is typically a file with an .msi file name extension), and then run it.

Other add-ins that are not available on your computer can be downloaded and installed through a Web browser from Downloads or from other sites on the Internet or a server in your organization. Follow the setup instructions for the download as needed.

To inactivate an Excel add-in

Click the File tab, click Options, and then click the Add-Ins category.

In the Manage box, click Excel Add-ins, and then click Go.

In the Add-Ins available box, clear the check box next to the add-in that you want to inactivate, and then click OK.

In many cases, when you inactivate an add-in, it is removed from its group on the ribbon. In other cases, to remove the add-in from the ribbon, you may need to restart Excel.

Note Inactivating an add-in does not remove the add-in from your computer. To remove the add-in from your computer, you must uninstall it.

To remove an Excel add-in

Important: If you originally installed the Excel add-in from a network file server or from a shared folder, you might need to remove the add-in from that location. If you installed the Excel add-in from a CD and you mapped your CD drive to a new drive letter after installing the add-in, you need to reinstall the add-in from the CD. If you are running any Excel add-ins from the CD, you must uninstall the Excel add-ins, and then reinstall them from the CD.

Click the File tab, and then click Exit.

In Control Panel, click Programs and Features (Windows 7 and Windows Vista) or Add/Remove Programs (Windows XP).

Do one of the following:

If you installed Excel as part of Microsoft Office, click Microsoft Office in the list of installed programs, and then click the Change button.

If you installed Excel individually, click the name of your program in the list of installed programs, and then click the Change button.

If you installed the add-in from the Download Center, click the name of your program in the list of installed programs, and then click the Uninstall button.

Follow the instructions in the installation program.

Important: If you are a software developer, you can use this procedure to install or remove an automation program before you design installation and removal programs for your add-in. If you are not a developer, you should not need to use this procedure. Contact the system administrator who provided the add-in if you want installation and removal instructions.

Add a COM add-in

Click the File tab, click Options, and then click the Add-Ins category.

In the Manage box, click COM Add-ins, and then click Go.

The COM Add-Ins dialog box appears.

In the Add-Ins available box, select the check box next to the add-in that you want to install, and then click OK.

Tip If the add-in that you want to use is not listed in the Add-Ins available box, click Add, and then locate the add-in.

Remove a COM add-in

Click the File tab, click Options, and then click the Add-Ins category.

In the Manage box, click COM Add-ins, and then click Go.

The COM Add-Ins dialog box appears.

In the Add-Ins available box, clear the check box next to the add-in that you want to remove, and then click OK.

Note This removes the add-in from memory but keeps its name in the list of available add-ins. It does not delete the add-in from your computer.

To remove a COM add-in from the list of available add-ins and to delete the add-in from your computer, click its name in the Add-ins available box, and then click Remove.

Note: If you are a software developer, you can use this procedure to install or remove an automation program before you design installation and removal programs for your add-in. If you are not a developer, you should not need to use this procedure. Contact the system administrator who provided the add-in if you want installation and removal instructions.

Click the File tab, click Options, and then click the Add-Ins category.

In the Manage box, click Excel Add-ins, and then click Go.

The Add-Ins dialog box appears.

To install an automation add-in, in the Automation servers available box, click Automation, and then click the add-in that you want.

Tip If the add-in that you want isn’t in the list, click Browse, locate the add-in, and then click OK.

To remove an automation add-in, you must remove it from the registry. See your system administrator for details.

Most add-ins can be categorized into three different types:

Downloadable add-ins Additional add-ins for Excel can be downloaded and installed from Downloads at Office.com.

After you have installed or activated an add-in, the add-in and its commands may be available in one of the following locations:

Data tab. After you install and activate the Analysis ToolPak and Solver add-ins, the Data Analysis and Solver commands are available in the Data tab on the ribbon.

Home tab. Other add-ins may be added to the Home tab.

Other add-ins, such as the Get Started tab, are available in other places in Excel, such as a tab on the ribbon, or through macros or customized menus.

Important: If you are a software developer, you can use this procedure to install or remove an automation program before you design installation and removal programs for your add-in.

To activate a pre-installed Excel add-in

On the Tools menu, select Add-ins.

In the Add-Ins available box, select the check box for the Add-in you want to activate, and then click OK.

To install an Excel add-in

Some Excel add-ins are located on your computer and can be installed or activated by clicking Browse (in the Add-Ins dialog box above) to locate the add-in, and then clicking OK.

Other add-ins that are not available on your computer can be downloaded and installed through a Web browser from Downloads or from other sites on the Internet, a server in your organization, , or using the built-in Store option in Excel. Follow the setup instructions for the download as needed.

To install Add-ins from the Store

Click the Insert tab in the ribbon.

Click the Store button.

Use the Categories or Search field to find Add-ins.

Click Add to install the Add-in.

Note: Some Add-ins need to be purchased.

To remove an Excel add-in

Click the Insert tab, and then click My Add-ins.

In Office Add-ins, click the 3 dots menu next to the Add-in.

Read the notice that appears regarding other devices and click Remove.

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Ways to add values in a spreadsheet

One quick and easy way to add values in Excel is to use AutoSum. Just select an empty cell directly below a column of data. Then on the Formula tab, click AutoSum > Sum. Excel will automatically sense the range to be summed. (AutoSum can also work horizontally if you select an empty cell to the right of the cells to be summed.)

AutoSum creates the formula for you, so that you don’t have to do the typing. However, if you prefer typing the formula yourself, see the SUM function.

Add based on conditions

Use the SUMIF function when you want to sum values with one condition. For example, when you need to add up the total sales of a certain product.

Use the SUMIFS function when you want to sum values with more than one condition. For instance, you might want to add up the total sales of a certain product, within a certain sales region.

Add or subtract dates

For an overview of how to add or subtract dates, see Add or subtract dates. For more complex date calculations, see Date and time functions.

Add or subtract time

For an overview of how to add or subtract time, see Add or subtract time. For other time calculations, see Date and time functions.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

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Insert an object in your Excel spreadsheet

You can use Object Linking and Embedding (OLE) to include content from other programs, such as Word or Excel.

OLE is supported by many different programs, and OLE is used to make content that is created in one program available in another program. For example, you can insert an Office Word document in an Office Excel workbook. To see what types of content that you can insert, click Object in the Text group on the Insert tab. Only programs that are installed on your computer and that support OLE objects appear in the Object type box.

If you copy information between Excel or any program that supports OLE, such as Word, you can copy the information as either a linked object or an embedded object. The main differences between linked objects and embedded objects are where the data is stored and how the object is updated after you place it in the destination file. Embedded objects are stored in the workbook that they are inserted in, and they are not updated. Linked objects remain as separate files, and they can be updated.

Linked and embedded objects in a document

1. An embedded object has no connection to the source file.

2. A linked object is linked to the source file.

3. The source file updates the linked object.

When to use linked objects

If you want the information in your destination file to be updated when the data in the source file changes, use linked objects.

With a linked object, the original information remains stored in the source file. The destination file displays a representation of the linked information but stores only the location of the original data (and the size if the object is an Excel chart object). The source file must remain available on your computer or network to maintain the link to the original data.

The linked information can be updated automatically if you change the original data in the source file. For example, if you select a paragraph in a Word document and then paste the paragraph as a linked object in an Excel workbook, the information can be updated in Excel if you change the information in your Word document.

When to use embedded objects

If you don’t want to update the copied data when it changes in the source file, use an embedded object. The version of the source is embedded entirely in the workbook. If you copy information as an embedded object, the destination file requires more disk space than if you link the information.

When a user opens the file on another computer, he can view the embedded object without having access to the original data. Because an embedded object has no links to the source file, the object is not updated if you change the original data. To change an embedded object, double-click the object to open and edit it in the source program. The source program (or another program capable of editing the object) must be installed on your computer.

Changing the way that an OLE object is displayed

You can display a linked object or embedded object in a workbook exactly as it appears in the source program or as an icon. If the workbook will be viewed online, and you don’t intend to print the workbook, you can display the object as an icon. This minimizes the amount of display space that the object occupies. Viewers who want to display the information can double-click the icon.

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You can use Object Linking and Embedding (OLE) to include content from other programs, such as Word or Excel.

OLE is supported by many different programs, and OLE is used to make content that is created in one program available in another program. For example, you can insert an Office Word document in an Office Excel workbook. To see what types of content that you can insert, click Object in the Text group on the Insert tab. Only programs that are installed on your computer and that support OLE objects appear in the Object type box.

Linked and embedded objects in a document

1. An embedded object has no connection to the source file.

2. A linked object is linked to the source file.

3. The source file updates the linked object.

When to use linked objects

If you want the information in your destination file to be updated when the data in the source file changes, use linked objects.

When to use embedded objects

Changing the way that an OLE object is displayed

Embed an object in a worksheet

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object .
In the Object dialog box, click the Create from File tab.
Click Browse, and select the file you want to insert.
If you want to insert an icon into the spreadsheet instead of show the contents of the file, select the Display as icon check box. If you don’t select any check boxes, Excel shows the first page of the file. In both cases, the complete file opens with a double click. Click OK.

Note: After you add the icon or file, you can drag and drop it anywhere on the worksheet. You can also resize the icon or file by using the resizing handles. To find the handles, click the file or icon one time.

Insert a link to a file

You might want to just add a link to the object rather than fully embedding it. You can do that if your workbook and the object you want to add are both stored on a SharePoint site, a shared network drive, or a similar location, and if the location of the files will remain the same. This is handy if the linked object undergoes changes because the link always opens the most up-to-date document.

Note: If you move the linked file to another location, the link won’t work anymore.

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object .
Click the Create from File tab.
Click Browse, and then select the file you want to link.
Select the Link to file check box, and click OK.

Create a new object from inside Excel

You can create an entirely new object based on another program without leaving your workbook. For example, if you want to add a more detailed explanation to your chart or table, you can create an embedded document, such as a Word or PowerPoint file, in Excel. You can either set your object to be displayed right in a worksheet or add an icon that opens the file.

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object .
On the Create New tab, select the type of object you want to insert from the list presented. If you want to insert an icon into the spreadsheet instead of the object itself, select the Display as icon check box.
Click OK. Depending on the type of file you are inserting, either a new program window opens or an editing window appears within Excel.
Create the new object you want to insert.

When you’re done, if Excel opened a new program window in which you created the object, you can work directly within it.

When you’re done with your work in the window, you can do other tasks without saving the embedded object. When you close the workbook your new objects will be saved automatically.

Note: After you add the object, you can drag and drop it anywhere on your Excel worksheet. You can also resize the object by using the resizing handles. To find the handles, click the object one time.

Embed an object in a worksheet

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object.
Click the Create from File tab.
Click Browse, and select the file you want to insert.
If you want to insert an icon into the spreadsheet instead of show the contents of the file, select the Display as icon check box. If you don’t select any check boxes, Excel shows the first page of the file. In both cases, the complete file opens with a double click. Click OK.

Note: After you add the icon or file, you can drag and drop it anywhere on the worksheet. You can also resize the icon or file by using the resizing handles. To find the handles, click the file or icon one time.

Insert a link to a file

Note: If you move the linked file to another location, the link won’t work anymore.

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object.
Click the Create from File tab.
Click Browse, and then select the file you want to link.
Select the Link to file check box, and click OK.

Create a new object from inside Excel

Click inside the cell of the spreadsheet where you want to insert the object.
On the Insert tab, in the Text group, click Object.
On the Create New tab, select the type of object you want to insert from the list presented. If you want to insert an icon into the spreadsheet instead of the object itself, select the Display as icon check box.
Click OK. Depending on the type of file you are inserting, either a new program window opens or an editing window appears within Excel.
Create the new object you want to insert.

When you’re done, if Excel opened a new program window in which you created the object, you can work directly within it.

When you’re done with your work in the window, you can do other tasks without saving the embedded object. When you close the workbook your new objects will be saved automatically.

Note: After you add the object, you can drag and drop it anywhere on your Excel worksheet. You can also resize the object by using the resizing handles. To find the handles, click the object one time.

Link or embed content from another program by using OLE

You can link or embed all or part of the content from another program.

Create a link to content from another program

Click in the worksheet where you want to place the linked object.
On the Insert tab, in the Text group, click Object.
Click the Create from File tab.
In the File name box, type the name of the file, or click Browse to select from a list.
Select the Link to file check box.
Do one of the following:
- To display the content, clear the Display as icon check box.
- To display an icon, select the Display as icon check box. Optionally, to change the default icon image or label, click Change Icon, and then click the icon that you want from the Icon list, or type a label in the Caption box.
Note: You cannot use the Object command to insert graphics and certain types of files. To insert a graphic or file, on the Insert tab, in the Illustrations group, click Picture.

Embed content from another program

Click in the worksheet where you want to place the embedded object.
On the Insert tab, in the Text group, click Object.
If the document does not already exist, click the Create New tab. In the Object type box, click the type of object that you want to create.

If the document already exists, click the Create from File tab. In the File name box, type the name of the file, or click Browse to select from a list.
Clear the Link to file check box.
Do one of the following:
- To display the content, clear the Display as icon check box.
- To display an icon, select the Display as icon check box. To change the default icon image or label, click Change Icon, and then click the icon that you want from the Icon list, or type a label in the Caption box.

Link or embed partial content from another program

From a program other than Excel, select the information that you want to copy as a linked or embedded object.
On the Home tab, in the Clipboard group, click Copy.
Switch to the worksheet that you want to place the information in, and then click where you want the information to appear.
On the Home tab, in the Clipboard group, click the arrow below Paste, and then click Paste Special.
Do one of the following:
- To paste the information as a linked object, click Paste link.
- To paste the information as an embedded object, click Paste. In the As box, click the entry with the word «object» in its name. For example, if you copied the information from a Word document, click Microsoft Word Document Object.

Change the way that an OLE object is displayed

Right-click the icon or object, point to object typeObject (for example, Document Object), and then click Convert.
Do one of the following:
- To display the content, clear the Display as icon check box.
- To display an icon, select the Display as icon check box. Optionally, you can change the default icon image or label. To do that, click Change Icon, and then click the icon that you want from the Icon list, or type a label in the Caption box.

Control updates to linked objects

You can set links to other programs to be updated in the following ways: automatically, when you open the destination file; manually, when you want to see the previous data before updating with the new data from the source file; or when you specifically request the update, regardless of whether automatic or manual updating is turned on.

Set a link to another program to be updated manually

On the Data tab, in the Connections group, click Edit Links.

Note: The Edit Links command is unavailable if your file does not contain links to other files.
In the Source list, click the linked object that you want to update. An A in the Update column means that the link is automatic, and an M in the Update column means that the link is set to Manual update.

Tip: To select multiple linked objects, hold down CTRL and click each linked object. To select all linked objects, press CTRL+A.
To update a linked object only when you click Update Values, click Manual.

Set a link to another program to be updated automatically

On the Data tab, in the Connections group, click Edit Links.

Note: The Edit Links command is unavailable if your file does not contain links to other files.
In the Source list, click the linked object that you want to update. An A in the Update column means that the link will update automatically, and an M in the Update column means that the link must be updated manually.

Tip: To select multiple linked objects, hold down CTRL and click each linked object. To select all linked objects, press CTRL+A.
Click OK.

Issue: I can’t update the automatic links on my worksheet

The Automatic option can be overridden by the Update links to other documents Excel option.

To ensure that automatic links to OLE objects can be automatically updated:

Click the Microsoft Office Button , click Excel Options, and then click the Advanced category.
Under When calculating this workbook, make sure that the Update links to other documents check box is selected.

Update a link to another program now

On the Data tab, in the Connections group, click Edit Links.

Note: The Edit Links command is unavailable if your file does not contain linked information.
In the Source list, click the linked object that you want to update.

Tip: To select multiple linked objects, hold down CTRL and click each linked object. To select all linked objects, press CTRL+A.
Click Update Values.

Edit content from an OLE program

While you are in Excel, you can change the content linked or embedded from another program.

Edit a linked object in the source program

On the Data tab, in the Connections group, click Edit Links.

Note: The Edit Links command is unavailable if your file does not contain linked information.
In the Source file list, click the source for the linked object, and then click Open Source.
Make the changes that you want to the linked object.
Exit the source program to return to the destination file.

Edit an embedded object in the source program

Double-click the embedded object to open it.
Make the changes that you want to the object.
If you are editing the object in place within the open program, click anywhere outside of the object to return to the destination file.

If you edit the embedded object in the source program in a separate window, exit the source program to return to the destination file.

Note: Double-clicking certain embedded objects, such as video and sound clips, plays the object instead of opening a program. To edit one of these embedded objects, right-click the icon or object, point to object typeObject (for example, Media Clip Object), and then click Edit.

Edit an embedded object in a program other than the source program

Select the embedded object that you want to edit.
Right-click the icon or object, point to object typeObject (for example, Document Object), and then click Convert.
Do one of the following:
- To convert the embedded object to the type that you specify in the list, click Convert to.
- To open the embedded object as the type that you specify in the list without changing the embedded object type, click Activate.

Select an OLE object by using the keyboard

Press CTRL+G to display the Go To dialog box.
Click Special, select Objects, and then click OK.
Press TAB until the object that you want is selected.
Press SHIFT+F10.
Point to Object or Chart Object, and then click Edit.

Issue: When I double-click a linked or embedded object, a «cannot edit» message appears

This message appears when the source file or source program can’t be opened.

Make sure that the source program is available If the source program is not installed on your computer, convert the object to the file format of a program that you do have installed.

Ensure that memory is adequate Make sure that you have enough memory to run the source program. Close other programs to free up memory, if necessary.

Close all dialog boxes If the source program is running, make sure that it doesn’t have any open dialog boxes. Switch to the source program, and close any open dialog boxes.

Close the source file If the source file is a linked object, make sure that another user doesn’t have it open.

Ensure that the source file name has not changed If the source file that you want to edit is a linked object, make sure that it has the same name as it did when you created the link and that it has not been moved. Select the linked object, and then click the Edit Links command in the Connections group on the Data tab to see the name of the source file. If the source file has been renamed or moved, use the Change Source button in the Edit Links dialog box to locate the source file and reconnect the link.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

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An Excel add-in can be really useful when you have to run a macro often in different workbooks.

For example, suppose you want to highlight all the cells that have an error in it, you can easily create an Excel add-in that will highlight errors with a click of a button.

Something as shown below (the macro has been added to the Quick Access Toolbar to run it with a single click):

Similarly, you may want to create a custom Excel function and use it in all the Excel workbooks, instead of copy pasting the code again and again.

If you’re interested in learning VBA the easy way, check out my Online Excel VBA Training.

Creating an Excel Add-in

In this tutorial, you’ll learn how to create an Excel add-in. There are three steps to create an add-in and make it available in the QAT.

Write/Record the code in a module.
Save as an Excel Add-in.
Add the macro to the Quick Access Toolbar.

Write/Record the Code in a Module

In this example, we will use a simple code to highlight all the cells that have error values:

Sub HighlightErrors()
 Selection.SpecialCells(xlCellTypeFormulas, xlErrors).Select
 Selection.Interior.Color = vbRed
End Sub

If you are writing code (or copy-pasting it from somewhere), here are steps:

Note: If you are recording a macro, Excel automatically takes care of inserting a module and putting the code in it.

Now let’s go ahead and create an add-in out of this code.

Save and Install the Add-in

Follow the below steps when you are in the workbook where you have inserted the code.

Now the add-in has been activated.

You may not see any tab or option appear in the ribbon, but the add-in gets activated at this stage and the code is available to be used now.

The next step is to add the macro to the Quick Access Toolbar so that you can run the macro with a single click.

Note: If you are creating an add-in that has a custom function, then you don’t need to go to step 3. By the end of step 2, you’ll have the function available in all the workbook. Step 3 is for such codes, where you want something to happen when you run the code (such as highlight cells with errors).

Save and Install the Add-in

To do this:

Now to run this code in any workbook, select the dataset and click on the macro icon in the QAT.

This will highlight all the cells with errors in red color. You can also use this macro in any workbook since you have enabled the add-in.

Caution: The changes done by the macro can’t be undone using Control + Z.

You can also create custom functions and then save it as an Excel add-in. Now, when you enable the add-in, the custom functions would be available in all your Excel workbooks.

You May Also Like the Following Excel Tutorials:

Working with Cells and Ranges in Excel VBA.
Working with Worksheets in VBA.
Working with Workbooks in VBA.
Using Loops in Excel VBA.
Using IF Then Else Statement in Excel VBA.
How to Create and Use Personal Macro Workbook in Excel.
Useful Excel Macro Code Examples.
Using For Next Loop in Excel VBA.
Excel VBA Events – An Easy (and Complete) Guide.
Excel VBA Error Handling

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This article will show you how to easily add/attach file like PDF, Word or any other to Excel spreadsheet.

Applies to: Excel, Excel 2013, Excel 2016, Excel 2019, Excel 365, Office 365

Go to Insert tab

Excel 2016/2019/365 — Home tab
Click Object button placed in Text group.

Narrow window

Insert Object button — narrow window

Medium width window

Insert Object button — medium width window

Maximum width window

Insert Object button — max width window
Click Create from file and browse for the file.

Click to enlarge

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Dorothy wanted to learn how to insert objects into her Excel spreadsheets:

I believe that i have seen a Microsoft Excel worksheet that had a Word document embedded in it. Can you explain how can i insert Word files into Excel and in general how to embed file objects in Office? Just so you are aware, I am using Excel 365.

Thanks for the question. One of the key benefits of an integrated productivity suite, such as Office, is the ability to insert files of specific type into other files. For example – you can add Word document files into other Microsoft Office applications, namely Excel worksheets, Outlook emails and PowerPoint presentations.

This quick tutorial is aimed at explaining how you can embed Word objects (being a document, presentation, diagram, notebook) into Excel. You can use a similar process when adding docx files to PowerPoint or to other Word files.

Inserting Word docs into Microsoft Excel sheets

First off, go ahead and open Microsoft Excel.
Then hit File, and navigate to the Open tab.
Now search and open for your Excel workbook. (Tip – consider pinning files for easier access in the future).
In your Excel file, navigate to your the tab in Excel into which you would like to add the attachment/embed.
From the Ribbon, hit Insert.
In the right hand side of the Ribbon, hit Object (located in the Text group of the Insert tab).
At this point, you can either add a new Word file to your worksheet or an existing one. Select Create a new file and pick Microsoft Word as the object type from the drop down list to add a brand new document or select Create from file to add an existing file to the spreadsheet.
Now, go ahead and adjust the look and feel of your embedded object so it will fit your spreadsheet layout.
Next, hit OK.
And obviously, don’t forget to save your Excel spreadsheet on your computer, network drive or OneDrive.

Adding Word as attachments into Excel files

In a similar fashion you are able to insert your Word doc as an attachment to the worksheet.

Follow steps 1-6 above, but be sure of highlighting the Display as Icon and Link to File check-boxes before moving to step 8. Your document will displayed as an icon on your spreadsheet, which you can double click to open it.

Linking to a file from Word and Excel

As shown above, by using the Link to File feature, you can easily link to any embedded file or icon in your spreadsheet or document.

Notes:

As shown above, embedded files can also be displayed as links or icons in your spreadsheet.
The process we just outlined applies for adding any type of files (including if needed, image, graphs, equation objects and so forth) into an Excel spreadsheet.

Embedding Word documents into Excel on macOS

Open Excel for macOS.
Navigate and open your spreadsheet.
Go to the Insert tab.
Now, go ahead and hit Select Object.
The Insert Object form will appear:

Select Microsoft Word document to insert a brand new file, or hit the From file button to add an existing doc to your worksheet.
Last hit OK, and don’t forget to save your file.

Finally, now that you know everything about embedding Word documents into spreadsheets, you might want to learn how to insert Excel sheets into Word docs.

Note:

If you are using Microsoft Office on MAC, you’ll be able to embed Word documents into Excel for MAC, but not into PowerPoint presentations nor Visio diagrams.

Copying Word content into an Excel spreadsheet

A reader asked whether he is able to copy and paste between Word an Excel. A very prevalent use case for that is when you have content in a Word table and you would like to paste it into your spreadsheet. This is possible, but with a couple caveats / tricks mostly related to the pasted content formatting:

Assuming that you have a table in your Word document, highlight it, then hit the right mouse click and hit Copy.
Open your Excel spreadsheet and navigate to the place you would like to paste your table.
Right click and use the Paste Options menu to set the formatting of your pasted data.
Alternatively, use Paste Special (also available in your right mouse button) to paste as text, HTML or embed the content as a “live” Word object.

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