Link A Word Document To Excel Data

BY STANLEY ZAROWIN

Key to Instructions
To help readers follow the instructions in this article, we used two different typefaces:
Boldface type is used to identify the names of icons, agendas and URLs.
Sans serif type indicates the names of files and the names of commands and instructions users should type into the computer.
  Q. I often make presentations based on last-minute sales data. It gets really wild when I have to copy last-minute numbers from the spreadsheet and quickly drop them into a Word document for the presentation. I sure hope there’s a better way.

A. There is, and it’s fast and simple. I’ll show you how to dynamically link the Excel spreadsheet to your Word document so that when you make any change in the spreadsheet it instantly and automatically will appear in the document. Caveat: Both the spreadsheet and the document must be in the same folder (subdivision).

Begin by highlighting the range of cells (A1 to D4) you want displayed in the document and copy it (Ctrl+C).

Now go to the Word document, place your cursor where you want the copied cells to go and click on Edit, Paste Special. When the Paste Special dialog box opens, select the radio button labeled Paste link , click on Microsoft Excel Worksheet Object and on OK .

Now any changes you make in the worksheet (from A1 to D4) also will appear in the Word document.

SPONSORED REPORT

Revenue recognition: A complex effort

Implementing the new standard requires careful judgment. Learn how to make significant accounting judgments and document them and collaborate with peers for consistent application.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: Economy and health care changes top CPAs’ list

CPA decision-makers’ economic outlook and the House Republicans’ proposed tax changes as part of replacing the Patient Protection and Affordable Care Act received attention recently. See how much you know with this short quiz.