Linking an Excel spreadsheet with Word 2016

This lesson is exclusive to members

Course contents
SECTION: 5
How to create a company template 2:20
SECTION: 8
How to make an interactive form 10:13
SECTION: 9
Creating personalized letters using Mail merge 4:34
SECTION: 11
Cheat sheet & shortcuts 3:23

Questions

You need to be a member to view comments.

Join today. Cancel any time.

Sign Up

Course info

52 lessons / 3 hours

Overview

Hi there, in this Word tutorial course we’re going to learn Microsoft Word together. This is a project based course.

We’ll work through real world documents such as a formal business letter, monthly newsletter, a really long business report, a timetable and a visually exciting interactive PDF product document.

Projects included:

  • Creating a formal business letter

  • Creating a monthly company newsletter

  • Formatting a long business report, adding charts & graphs from Excel

  • Creating a timetable schedule using tables

  • Creating a company template using corporate fonts, colours & images

  • Creating a product overview PDF with basic interactivity

  • Creating a business form

  • Printing personalised letterheads & envelopes for client lists

This course is for beginners. You don’t need any previous knowledge of Word or any desktop publishing experience. We will start right at the basics but quickly get into working with up to date modern features.

You’ll work with images, logos & specific company colours. You’ll create corporate templates and reusable styles - automatically personalizing them using Mail Merge.

You’ll learn to make a monthly newsletter with links & videos ready for sharing & commenting. You’ll learn how to take charge of long documents; cleaning them up and adding professional graphs, infographics, tables and much more including exercise files. We will give you a printable 'cheat sheet'.

I will be around to help.If you get lost you can drop a comment on the video 'Questions and Answers' section that is below every video & I'll be sure to get back to you.

So my friend, now is your time to go from Word Zero, to Word Hero and for you to become the Microsoft Word professional in your office.


What are the requirements?

  • This course is for absolute beginners

  • You'll need a copy of Microsoft Word 2016.

  • No previous Word or desktop publishing skills are necessary.

What am I going to learn from this course?

  • How to work with your specific company fonts & colours.

  • Format text like a professional.

  • Work with various images, styles and implementations.

  • Save documents to older versions of Word.

  • How to save as a PDF.

  • How to make an interactive form.

  • Where to get inspiration for your design.

  • How to install new fonts.

  • Work with multiple column layouts.

  • How to personalise letters & envelopes from a list.

  • Adjust heading styles.

  • Work with really long text documents.

  • How to create a table of contents automatically.

  • How to work with bullets & numbering.

  • How to master tabs.

  • Create beautiful graphics & diagrams.

  • How to make an infographic.

  • How to work closely with Microsoft Excel.

  • How to work with comments & changes.

  • How to share you documents with others.

  • How to build your own company templates.

  • How to work with tables.

  • How to add videos to you documents.

  • You’ll get a cheat sheet, shortcuts and much, much more…

Who is the target audience?

  • Yes: This course is for people who need to learn Microsoft Word for work.

  • Yes: This course is perfect for people who need to upgrade their skills for their CV and job applications.

  • Yes: This course is for complete beginners and for people who know the basics of Word already.

  • No: This course is NOT for people who have advanced knowledge of Microsoft Word.

  • No:This is for PC version of Word 2016. (While 90% of this course will work on a Mac and in early versions of Word no guarantees can be made.)

Course duration 3 hours 18 mins

 

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Download Exercise Files Download Completed Files

Transcript

Hi there, in this tutorial we're going to look at how to bring in Excel documents into your Word document. We'll look at how to bring it through so it's just kind of living in Word. We'll also show you how to connect a text so it updates when Excel updates. We'll also show you how to bring it in just as a pure old image. All right, let's go and do that.

The easiest way to get data from Excel into Word is to copy and paste it. So, in my Excel document here I've got my report, and what I'm going to do is I'm going to select all the text, and what I'm also going to do is I'm also going to select this bottom row here, this blank white row, just to give it some padding at the bottom, it heaps easier to do this in Excel rather than to try and put spacing in it in Word afterwards, so I'm just going to have an empty blank cell down the bottom. So I'm going to go 'Copy', and I'm going to jump into Word. In Word, this one here is going to go on this page here, 5th page. Where am I going to put it? I'm going to put it just after here, put in a 'return', and I'm going to go to 'Paste'. There are a few different paste options. If I hit 'Paste' it puts it through as this first option here, but there is a bunch of other options, so I'm going to 'undo'.

So, what are my options? The first one here, you can kind of see the preview there, it pastes it straight into Word, there's no connection with Excel, it's kind of separate, we can update it here in Word but there's no connection with the original. So these two first options have no connection to Excel. The first one keeps the formatting, the second one doesn't, you can see, it's kind of a bit of a plain Jane sheep now. So depends on, if somebody's made some nice formatting-- ours has got some nice formatting so I want to keep it. What happens now, if I click on this one here, I get it in, and I can start making amends. First of all I can't see half of it because I got a 2-column, so what I can do is, click up here, click on this kind of target here, and we're going to go to 'Design', no, we're going to go to 'Layout', 'Properties', and we're going to say, "I'd like the text to wrap around". Click 'OK'. It means it’s going to kind of poke it out, and the text is going to run around the outside.

So I've got my chart in here. What I want to do is, on the right hand side here, there’s this little square, and I can drag it just to kind of fit with my document a bit better. I might have to play around with some of these cells here because they don't quite all line up. You can see, you can adjust these quite easily here in Word. 

Now what happens is, if I make changes here in Word, they don't change the Excel document, so I can kind of get in here and change the formatting, and play around with this thing now in Word. This is my preferred way of working. The other way of working is, if I delete this guy here, and we put in these options, this is quite cool, it looks the same except that-- it looks like you can change it, watch this, I can go through and change this to 151, but what happens is if I go and say save this one, and I jump into Excel document, and I go and change this, say that data changes here to 130, and I hit 'Save', and I jump back here into Word, it doesn’t update automatically, but if I close it, save it, and try and reopen it, you get this thing. This annoys the hell out of me. 

It's cool, because it means that it's updating-- if I click 'Yes', it means it's going to go through, override anything I did in Word, and it's going to use that Excel data. You can see 130 here, and you might love that, you might think that is a great idea. Often, it is a great idea but so many times that Excel sheet gets lost, and you can't find its data, or somebody updates it for the next version, forgets to change the file name, sometimes it just gets lost on the server, you sent somebody the Word document, and you forget to send them the Excel document. In my opinion, I like to just link it in Word, and if I need to update it, I just go and copy paste it, and update it, it's not a big deal. But yes, you might like it the other way.

The last option that we’ll look at-- I’m going to select this one, this one's quite cool as well. So I'm going to go back to Excel, I'm going to copy it all. Copying. And in here, in my document, I'm going to put in paste as the last option here at the end, which is ‘Picture’. There is one more option, it says ‘Just Keep Text Only'. The text only option is a terrible option, you can see, it gets rid of all the formatting, and just becomes this big kind of jumble of text. So there's one here that becomes a picture, and that's quite cool because it might be nicer to use a picture of this, so watch this, I can scale it up, and I can do the same thing with 'Text Wrap', I can say I’d like to wrap it around, and it can just be a nice big image that goes across. It doesn't update, you can't change it, it's just a graphic.

So that is how to bring in an Excel document and either paste it straight into Word using image, or link to the Excel document directly. 

All right, let's check out the next tutorial.

  • Powered by Marvin
  • Terms of use
  • Privacy policy
  • © Bring your Own Laptop Ltd 2024