Integrating Microsoft Office 2003

1. Integrating Microsoft Office 2003 Tutorial 1 – Integrating Word and Excel New Perspectives on Microsoft Office 2003Tutorial 1

2. Learn about object linking and embedding (OLE) • You can easily share data that you create in different Office applications through object linking and embedding, or OLE. For example: • You want to insert a chart you create in Excel into a memo you generate in Word • You want to merge a letter you create in Word with names and addresses you have stored in an Access database • You want to transfer an outline you create in Word to a PowerPoint presentation New Perspectives on Microsoft Office 2003Tutorial 1

3. Object Linking and Embedding New Perspectives on Microsoft Office 2003Tutorial 1

4. Embed or link objects • With OLE, you can share data in one of two ways: • Embed data created in one application (the source) in a file created in a different application (the destination). • A copy of the object becomes part of the destination file, and any changes you make to it does not affect the original file • Link data, so that any changes made to it, in either the source file or the destination file, automatically take effect in the other file. • The object exists in only one place New Perspectives on Microsoft Office 2003Tutorial 1

5. Embed an Excel object New Perspectives on Microsoft Office 2003Tutorial 1

6. Link an Excel object New Perspectives on Microsoft Office 2003Tutorial 1

7. Compare the embedding and linking processes New Perspectives on Microsoft Office 2003Tutorial 1

8. Embed an Excel chart in a Word document • You can graphically illustrate data in a Word document with a chart created in Excel. • When you embed a chart in a Word document, the chart becomes part of the Word file, which is the destination document. • You should only embed a chart if you don't expect the data upon which it is based to change. • That's because changes made to the data in the source document, the Excel workbook, are not reflected in any files in which the chart has been embedded. New Perspectives on Microsoft Office 2003Tutorial 1

9. How to embed an object • To embed an Excel chart in a Word document: • Open the Excel document containing the chart • Select the chart and copy it from the Excel worksheet to the Clipboard • Click in the Word document where you want to insert the chart • Click the Paste Special command on the Word document's Edit menu to open the Paste Special dialog box • Make sure the correct object type is selected, click the Paste button, if necessary, and then click OK New Perspectives on Microsoft Office 2003Tutorial 1

10. Copy the object to be embedded New Perspectives on Microsoft Office 2003Tutorial 1

11. Prepare the Word document to receive the Clipboard object New Perspectives on Microsoft Office 2003Tutorial 1

12. The Paste Special dialog box New Perspectives on Microsoft Office 2003Tutorial 1

13. The embedded chart New Perspectives on Microsoft Office 2003Tutorial 1

14. Edit an embedded Excel chart from within Word • When you embed an Excel chart in a Word document, the chart is stored in the destination file, and thus, becomes part of it. • You edit embedded data using the application in which it was created. • You Double-click the chart to open Excel and gain access to the Excel menu bar and commands, but you never leave the Word application. New Perspectives on Microsoft Office 2003Tutorial 1

15. Select the chart to edit it New Perspectives on Microsoft Office 2003Tutorial 1

16. Modify the chart New Perspectives on Microsoft Office 2003Tutorial 1

17. The modified embedded chart New Perspectives on Microsoft Office 2003Tutorial 1

18. Link an Excel worksheet to a Word document • Linking an Excel worksheet to a Word document creates a direct connection between the source file and the destination file. • The Excel worksheet, or object, is stored in the source document only. • Any changes made to the source file are automatically reflected in the destination file. • When you create a link, it's important to remember to store both the source and destination files in the same location. New Perspectives on Microsoft Office 2003Tutorial 1

19. How to link Excel data • To link worksheet data to a Word document: • Open the Excel document containing the data • Select and copy the worksheet data to the Clipboard • Click in the Word document where you want to insert the data • Click the Edit menu and select Paste Special to open the Paste Special dialog box • Click the Paste link option in the Paste Special dialog box, select the object to link, and click the OK button New Perspectives on Microsoft Office 2003Tutorial 1

20. Use the Paste Special dialog box to link an Excel object To link an object, make certain the Paste option button is NOT selected, and the Paste link option button IS selected. Select the object to be linked in the text box, and click the OK button. New Perspectives on Microsoft Office 2003Tutorial 1

21. Use the Paste Options menuto link an object New Perspectives on Microsoft Office 2003Tutorial 1

22. The Paste Options Menu commands New Perspectives on Microsoft Office 2003Tutorial 1

23. Update a linked Excel worksheet • The advantage of linking is that when you update or modify data in the source file, the data is automatically updated in the destination file. • You can have the source file, or both the source file and destination file open, when you update a link. • You might find it useful to have both files open and tile the windows so that you can watch the link automatically updated in one of the files when you make a modification to the other file. New Perspectives on Microsoft Office 2003Tutorial 1

24. Tile the Word and Excel documents New Perspectives on Microsoft Office 2003Tutorial 1

25. Edit the linked object in the source program • It is not necessary to have the source and destination files open when you update a link. • You can make changes to worksheet data that's linked to a Word document without ever opening the Word application. • The next time you do open the Word document, you will see the changes made in the Excel file have been automatically updated in the linked object in the Word document. New Perspectives on Microsoft Office 2003Tutorial 1

26. View linked object changes in Word New Perspectives on Microsoft Office 2003Tutorial 1

27. Test and break a link • Sometimes you want to break (remove) a link. • You will want to break a link if you intend to move either the source file or the destination file to a new location. • Remember, linked files must be stored together and if you change the pathname of one of the files, the other file will not be able to locate the linked data when it's updated. • You use the Links dialog box to break a link. New Perspectives on Microsoft Office 2003Tutorial 1

28. How to break a link • To break an existing link: • Right-click anywhere in the linked table, point to Linked Worksheet Object on the shortcut menu, and then click Links to open the Links dialog box • Select the link in the list box, click the Break Link button, and then click Yes to confirm that you want to break the link • To test that the link is broken, open the source file, make a change to the linked data, and then open the destination file. • The change should not have been made to the data in the destination file New Perspectives on Microsoft Office 2003Tutorial 1

29. The Links dialog box New Perspectives on Microsoft Office 2003Tutorial 1

30. View the final document New Perspectives on Microsoft Office 2003Tutorial 1