Forum Discussion
Embed SharePoint Document in Excel
- Dec 25, 2024
Embedding a SharePoint-hosted Word document directly into an Excel sheet such that it updates dynamically is not natively supported in Excel…so far I know.
Here what you can try as workarounds…maybe its works some of them in your digital environment.
a)You can try to add a dynamic link that will always open the latest version of the Word document in SharePoint.
1)Get the SharePoint Link:
Navigate to the SharePoint library where the Word document is stored.
Copy the document's link (use the "Copy Link" option).
2)Insert a Hyperlink in Excel:
In Excel, go to the cell where you want to add the link.
Right-click the cell and choose Hyperlink.
Paste the link into the address field and provide a meaningful display name (e.g., "View Word Document").
This ensures that clicking the link always opens the most up-to-date version of the Word document from SharePoint.
b) Embed the Document with OneDrive Sync
If the document is synced via OneDrive for Business:
1)Sync the Document Locally:
Use OneDrive to sync the SharePoint library containing the Word document.
Ensure the document is accessible as a local file on your computer.
2)Insert the Word Document as a Linked Object:
Go to Insert > Object > Create from File in Excel.
Browse for the synced Word document.
Select Link to file to ensure updates in the Word document reflect in the embedded object.
Important: The local sync ensures updates are fetched automatically from SharePoint.
If you need more sophisticated functionality, consider using Power Automate.
I hope that I was able to help you with your plans.
The word document is used in other places and referenced separately. Are you saying that, even though the both files are hosted on SharePoint, I would be the only one to make changes to either?
Anyone with edit rights to the files can still modify them. With AutoSave off, it then becomes a situation where only one person may edit the file at a time. You would have to communicate this to those accessing the files and it really is a setup that needs require check out to be turned on. The issue with that is require checkout is enabled at the library-level.
The workaround is to link to the other file and not embed it.