How to Copy Partition to Another Drive in Windows 11/10/8/7
In Windows 11, 10, 8, and 7, you can quickly copy a partition to a different drive using the flexible disk cloning tool AOMEI Partition Assistant.
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In many instances, Excel spreadsheets are used to organize financial information into a logical format. And often the source data used to populate a spreadsheet comes from PDFs of financial statements and invoices.
If you want to make the information in your spreadsheet more comprehensive, you can embed the PDF source file. In this article, we’ll cover how to embed a PDF into your Excel spreadsheet. In addition, you’ll discover how to link the PDF to the original file so that any updates made to the original are reflected in the embedded copy.
Note: Excel for Mac DOES NOT allow objects such as PDFs, so we found a limited workaround you can use.
How to Embed a PDF in Excel on a Mac
As previously mentioned, due to security issues and Apple’s policies, you cannot “directly” embed a PDF in Excel for Mac like you can with Windows. However, we discovered an alternative solution that may work for you. Normally, you add an “object” which is the PDF file, and you can double-click on the image to open the file or right-click and choose “Open.” When creating the embedded PDF, Mac displays the “Cannot insert object” error instead. Mac still allows you to insert Office file objects because it can scan the file’s app (Word, Excel, etc.) and perform a security check, but everything else is null and void.
The option we discovered lets you insert a picture or icon as a file and then add a link to it, essentially doing the same thing as inserting the PDF object but with limitations. One difference is that you must include the source in the spreadsheet (as another tab) or use a URL going to the shared PDF in the cloud. Otherwise, the receiver won’t have access to it. In addition, you have to create a thumbnail (generic creation or a screenshot), choose to use a picture in Excel obtained from the file, or browse for a generic image in Office’s library. Follow the steps below to add a PDF file to an Excel spreadsheet on macOS.
Adding PDFs to Excel Mac using Spreadsheet Tabs
This method converts PDFs to images you can paste into new Excel tabs on your Mac Excel spreadsheet or place them in new ones and link them. You’ll create thumbnail images of each PDF or use icons to save time, then you’ll add hyperlinks that go to the corresponding PDF tabs or sheets.
After following the steps above, you get an embedded PDF file in your Excel for Mac spreadsheet. Double-click on the image to open the PDF file or right-click it and select “Open Hyperlink.” It’s as easy as that!
Adding PDFs to Excel Mac using a Zipped Folder
Since you cannot embed a PDF in Excel for Mac, you can at least create a folder that includes the main spreadsheet and all PDFs. Once you have that, you can zip the folder and send it in an email or share it however you need. All files will reside in that folder, so linking to PDFs should work fine.
Compatibility: This process works for Windows and macOS, but it may not work for iOS devices (iPhone, iPad) unless they include a way to view PDFs.
Following the steps to link a PDF in Excel on Mac, you get a spreadsheet that works for both Mac and Windows, as long as you also include the linked file.
How to Embed a PDF in Excel on a Windows PC
Embedding a PDF into your Excel spreadsheet in Windows is much easier than doing it on a Mac. Windows 7, 8, 8.1, 10, 11, etc. allow OLE objects, so you can use the “Insert -> Object” option. Unlike on Mac, you can allow the image to update as the file does if preferred. However, that option has security risks, so most leave a thumbnail in place and call it the day. Here’s how to embed a PDF into Excel on Windows.
How to Embed a PDF in Excel on an iPad
Excel has an iOS app offering desktop functionality. Follow these steps to embed your PDF file into a spreadsheet.
How to Embed a PDF in Excel on an iPhone
Follow these steps to embed a PDF file into your spreadsheet via the Excel for iOS app:
How to Embed a PDF in Excel on an Android Device
Follow these steps via the Excel for Android app to embed a PDF file into your spreadsheet:
Comprehensive Reporting in Excel
Excel spreadsheets are excellent for storing, organizing, and analyzing financial data. Its features offer convenience and help to make reports as complete as possible.
Excel allows for the inclusion of source files for reference, with the additional option to embed files. It supports popular file types including PDFs. You’ll have the option to display the file as an icon or preview. You can also create a link to the original file so any changes made are reflected in the embed version.
What other Excel features do you use for comprehensive reporting? Tell us in the comments section below.
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