How to Merge Word & Excel Documents

Written by alexander poirier
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Microsoft's Office productivity suite includes the Word word-processing program and the Excel spreadsheet program. These programs are designed to work with one another, so it is no surprise that you can merge documents from one program into the other. If you want to merge an Excel document with a Word document, you can do so via the Paste Special feature that each program contains.

Skill level:
Easy

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Instructions

    Excel to Word

  1. 1

    Double-click the Excel program icon to launch the program. Click the "File" tab and select the "Open" option from the File menu. Locate the Excel file you want to merge with the Word file on the computer's hard drive, highlight it and click the "Open" button to open the file in Excel.

  2. 2

    Press and hold the "Ctrl" key on the computer's keyboard. While holding the "Ctrl" key, press the "A" key to select the entire Excel document.

  3. 3

    Double-click the Word program icon to launch the program. Click the "File" tab and select the "Open" option from the File menu. Locate the Word file you want to merge with the Excel file you opened in Step 1 on the computer's hard drive, highlight it and click the "Open" button to open the file in Word.

  4. 4

    Click the location in the Word document where you would like to insert the Excel document. Click the "Edit" tab in the Word document and select the "Paste Special..." option from the Edit menu. Select the "Paste Link" option in the Paste Special window, and select the "Microsoft Excel Worksheet Object" beneath the "As:" heading.

  5. 5

    Click the "OK" button to merge the Excel document with the Word document. Now, any changes made to the Excel document will be reflected in the Word document.

    Word to Excel

  1. 1

    Double-click the Word program icon to launch the program. Click the "File" tab and select the "Open" option from the File menu. Locate the Word file you want to merge with the Excel file on the computer's hard drive, highlight it and click the "Open" button to open the file in Word.

  2. 2

    Press and hold the "Ctrl" key on the computer's keyboard. While holding the "Ctrl" key, press the "A" key to select the entire Word document.

  3. 3

    Double-click the Excel program icon to launch the program. Click the "File" tab and select the "Open" option from the File menu. Locate the Excel file you want to merge with the Word file you opened in Step 1 on the computer's hard drive, highlight it and click the "Open" button to open the file in Excel.

  4. 4

    Click the location in the Excel document where you would like to insert the Word document. Click the "Edit" tab in the Excel document and select the "Paste Special..." option from the Edit menu. Select the "Paste Link" option in the Paste Special window, and select the "Microsoft Word Document Object" beneath the "As:" heading.

  5. 5

    Click the "OK" button to merge the Word document with the Excel document. Now, any changes made to the Word document will be reflected in the Excel document.

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