How to Insert Document in Excel: Quick Tips and Tricks

If you’re working with Microsoft Excel, you may want to insert or embed a PDF file for easier access and organization. Fortunately, there are a few ways to do this, and in this tutorial, we’ll go over some tips and tricks to help you get started.

The first way to link a PDF file is to click on “Insert” and then “Shapes.” Select the shape and write the name. Right-click and select “Link.” Choose the file you want to link and click “OK.” Now, you can open the file by clicking on the link.

The second way is to right-click and select “Link.” Choose the file and click “OK.” This will create a hyperlink, so if you click on it, the PDF file will open.

The third way is to click on “Insert,” then “Text,” then “Object.” Create from file, link to file, browse, and then find and select the link. After clicking “Insert” and “OK,” you’ll need to resize it, and it will open the first page of your PDF. Double-click to open the video file.

However, if you link your PDF file into Excel, you won’t be able to use it anywhere else. That means if you take the workbook to another workstation or another PC, your link won’t work.

To embed a file, click on the cell where you want to embed, click “Insert,” “Text,” and “Object.” Select the PDF reader and choose “Display as icon.” Select the file and click “Open.” Close the file, and you can see your PDF file has been embedded here. You can check the icon is showing PDF, not the actual PDF first page.

If you want to share your workbook with someone else, you must embed your PDF file, not link it. But you should also consider the file size here. It will increase as you embed more and more PDF files.

To hide the cell, right-click and select “Format object.” Click on “Properties” and select “Move but don’t size itself.” If you want the file to move and size with the cell, select “Move and size with cell.” If you want the file to stay in the same position, select “Don’t move or size itself.”

Finally, you can sort the column by clicking on “Sort and Filter.” Select “Largest to Smallest” and expand the selection. All of them are sorting just like you want.

These are the techniques that you should consider whenever you link or embed PDF files inside Excel. With these tips and tricks, you’ll be able to make the most of your Microsoft Excel experience.