Word Doc link to Excel (on Server)

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New Contributor

Good morning,

 

Setting up this post as I was unable to identify any solutions online;

 

I am currently trying to set-up and link a set of tables from excel to the word (printable) version. Up till now the process has been manual (where we copy the tables from excel and paste on word). We have started linking these tables from the excel to the word version, so that we avoid the manual inputting of the tables into word everytime there is an update. This is done by a normal ctrl c, and pasting RTF (linked) on word. The link works and one is able to update the different tables real time (as soon there is an update on excel, it updates automatically on word, when both are open). This works until we save and close the word document. Once the document is closed, and re-opened, word promts us that the link is lost and/or possibly corrupted.

 

Through some testing and online searching, we have identified that there is a difference between working on the local physical drive of the laptop and the network. The links remain active and working when working with both files locally, however, this is lost when the same work is performed on an online shared drive (this occurs on both Onedrive as well as the company network). It was noted that these links can be "recovered" by manually pressing F9 on the table. This is however a temporary fix as the links remains active only until the word document is closed again (and one would still need to manually push the update of a table for the changes to take place).

 

Is there any way we can achieve and keep the link when working on the drive, since this is usually utilised by a number of people at a time?

 

Thanks in advance!

 

Kind regards,

Jonathan

5 Replies

@Jonathan_Borg 

I am not a specialist, so send you this information as it may be of interest to you.

If not, please ignore :).

Description of link management and storage in Excel

In Microsoft Excel, you can link a cell in a workbook to another workbook using a formula that references the external workbook. When this link is created, it may use a relative path. With a relative link, you can move the workbooks without breaking the link. 

 

I would be happy to know if I could help.

 

Nikolino

I know I don't know anything (Socrates)

@NikolinoDEThere are no issues Excel to Excel links. The above problems arise when linking Word to Excel tables.

Isn't the problem the same?

I searched the internet for a long time and found nothing like it. Can't help, unfortunately.

Thank you for your patience and time.

Nikolino
I know I don't know anything (Socrates)
Whilst in theory the two should work similarly, we have no issues with links between two Excel files (even when they have different paths on the network). The below is a similar query that I found online. Tried the solution, however, to no avail...

https://social.technet.microsoft.com/Forums/en-US/f5951bd0-8caf-4b6a-af65-d975f681e31e/links-between...

@Jonathan_Borg 

Could also find this information about it.

Maybe they can help you further.

HYPERLINK function

For detailed information, click on this link - heading.

 

The HYPERLINK function creates a shortcut that jumps to another location in the current workbook, or opens a document stored on a network server, an intranet, or the Internet. When you click a cell that contains a HYPERLINK function, Excel jumps to the location listed, or opens the document you specified.

 

=HYPERLINK("http://example.microsoft.com/Annual Report.docx]QrtlyProfits", "Quarterly Profit Report")

o create a hyperlink to a specific location in a Word file, you use a bookmark to define the location you want to jump to in the file. This example creates a hyperlink to the bookmark QrtlyProfits in the file Annual Report.doc saved at http://example.microsoft.com.

 

 

Thank you for your understanding and patience

 

Nikolino

I know I don't know anything (Socrates)