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Adaptive Planning
Last Updated: 2023-06-23
Steps: Link OfficeConnect Data in Tables

Steps: Link OfficeConnect Data in Tables

Unlike with the ordinary Excel and Word copy and paste linking operation, when you use
OfficeConnect
 to link tables between Excel and Word, the table from Excel comes in to
OfficeConnect
 for Word completely linked. You can update the linked data in Word with any new information from Excel anytime you refresh the document.

Link to
OfficeConnect
 for Excel Tables

  1. In
    OfficeConnect
     for Word, go to the page where you want to insert the table from
    OfficeConnect
     for Excel.
  2. In the
    OfficeConnect
    pane, on the
    Workbook Links
     tab, review the named ranges listed under Table Links. Named ranges that contain multiple cells are listed under Table Links, while named ranges of single cells are listed under
    Single Links
    .
  3. Right-click the table link you want to insert into the document and select
    Apply to Selection
    .
The table link appears, formatted as it looks in the
OfficeConnect
 for Excel workbook.

Change Linked Tables

To change tables or add rows and columns to a table, return to
OfficeConnect
 for Excel and make the changes in Excel. Then update the links in Word.
If you change the linked table in Word, you may affect the integrity of the data.

Remove Linked Tables

As in
OfficeConnect
 for Excel, the Undo command does not work in
OfficeConnect
 for Word. If you link an
OfficeConnect
 for Excel table, and realize it's the wrong table, you can't just reverse the operation. You need to delete the table using Word functions.
  1. Click anywhere in the table you want to delete.
  2. On the
    Layout
    tab, in the
    Rows & Columns
     group, select
    Delete >
    Delete Table
    .

Destination and Source Formatting

When you link a table, the table comes in exactly as it looks in Excel. This is defined as
source formatting
and reflects what exists in your original
OfficeConnect
 for Excel file. You don't have to do any reformatting, although you certainly can if you want to.
One exception is if the table in Excel is too large for the document margins in Word. In this case, the link operation proportionally reduces the table to make it fit.
You can change the formatting in Excel such as to make the table smaller or change the orientation from portrait to landscape. When you refresh the link in Word, the formatting changes you made in Excel update in the Word document.
You can also make formatting changes to the linked table in your Word document such as to apply different font colors or column widths.
If you format a linked table in Word, and then refresh it from the Excel source file, your formatting changes are lost. To retain those changes through refreshing, you can specify to apply
destination formatting
 to this link.
To specify destination formatting for a linked table:
  1. Use Word functions to format the linked table in your document the way you want it to look. This can include font size, font color, background shading, column and row sizes, and so on.
  2. Right-click the table and from the context menu, select
    Manage
    OfficeConnect
    Link
    . The Manage Links dialog box appears.
  3. Click in the
    Formatting
    column for the selected link. From the drop-down menu, select
    Destination
    .
  4. Click
    Close
    . The next time you refresh this link, the data is refreshed, but the formatting remains as you specified in the Word document.