Insert Embed PDF in Excel stands as the bridge between two powerful data formats, offering you the versatility to seamlessly integrate PDF documents into your Excel workbooks. This feature opens up a world of possibilities, from creating comprehensive reports to sharing information-rich presentations. With ‘Insert Embed PDF in Excel,’ your spreadsheet becomes more than just rows and columns—it becomes an interactive platform where data and documents converge. Embrace this innovative function to elevate your data presentation and reporting capabilities, ensuring that your Excel files are not just static tables but dynamic hubs of information. Whether you’re crafting engaging reports or conducting data-driven presentations, ‘Insert Embed PDF in Excel’ empowers you to create more engaging, informative, and interactive data experiences.
This Content Covers:
1.1 From the Insert Tab
1.2 Embed all PDF files from a Folder with VBA
1. How to Insert PDF in Excel?
1.1 From the Insert Tab
Step 1: Open a worksheet and go to Insert>>Object.
Step 2: From Object dialogue box go to Create from File tab and select Browse. Or use ALT+N+J shortcut keys to open the Object dialogue box.
Step 3: Look for the pdf file that you want to insert in your device and click Open.
Step 4: Check Display as icon box. You can also check the Link to file option if you want any future changes to the source file to be reflected in the embedded file. Click OK.
Step 5: Your selected pdf file has been inserted in your Excel worksheet.
1.2 Embed all PDF files from a Folder with VBA
Step 1: Right click on the sheet name and select View Code.
Step 2: Insert the below given code inside VBA Script box. Change this text (type your folder location here) with the folder location in your device which has all the pdf files you want to insert. Click on RUN.
Sub EmbedPDFs()
Dim pdfFiles As String
pdfFiles = Dir(“type your folder location here\”)
Do While Len(pdfFiles) > 0
If Right(pdfFiles, 3) = “pdf” Then
ActiveSheet.OLEObjects.Add(Filename:= _
” type your folder location here\” & pdfFiles _
, Link:=False, DisplayAsIcon:=True, IconFileName:= _
” type your folder location here\HowtoExcel.ico”, _
IconIndex:=0, IconLabel:=pdfFiles).Select
End If
pdfFiles = Dir
Loop
End Sub
Step 3: All the pdf files embedded with by using a VBA code.
2. How to Fix the Embedded PDF File to a Cell?
A PDF file is put as an object above the worksheet cells when it is embedded in Excel. If you changed the cells under the icon, its location remains the same. You can follow the step below to make sure the pdf file sticks with a particular cell.
Step 1: First of all, you have to set the pdf file inside a cell either by resizing the pdf file or the cell itself.
Step 2: Once the pdf file is set inside a cell, right click on the pdf and select Format Object.
Step 3: Go to Properties tab>>select Move and size with cells and click OK.
Step 4: The pdf file is fixed with cell A1 and whenever you resize this cell the pdf file will change also.
3. How to Change the Icon/Title of an Embedded PDF File in Excel?
Step 1: Right click on the pdf file and select Acrobat Document Object>>Convert. Or select the pdf file and use ALT+E+O+V to open the Convert dialogue box.
Step 2: Select the Change Icon from the Convert dialogue box. This will open the Change Icon dialogue box. Click on Browse if you want to change the icon and type a new name/title for your pdf file inside the Caption box. Click OK>>OK.
Step 3: The embedded pdf file’s title has been changed.
Application of Insert Embed PDF in Excel
- Comprehensive Reports:
- Embed PDF reports, charts, or graphs into Excel to create comprehensive and visually appealing reports that combine textual and graphical data.
- Interactive Dashboards:
- Insert interactive PDF dashboards with clickable elements to provide dynamic data exploration within Excel workbooks.
- Documentation Integration:
- Embed user manuals, documentation, or reference guides in Excel files to keep all relevant information in one place for easy access.
- Data Analysis Support:
- Include PDF documentation that explains data sources, methodologies, or assumptions to provide context for data analysis.
- Presentation Materials:
- Embed PDF slides or presentation materials into Excel for streamlined access to supporting documents during presentations or meetings.
- Data Visualization Enhancement:
- Insert PDF visualizations or charts alongside Excel data to provide additional context and insights within your spreadsheets.
Inserting and embedding PDFs in Excel enables a seamless integration of data and documents, making it a versatile tool for creating informative and interactive Excel workbooks.
For ready-to-use Dashboard Templates:
