Add an Excel spreadsheet to a page

If you want to keep records of your work in one place or show a snapshot of your data, you can add an Excel spreadsheet (also called a worksheet) to a page in your notebook. In the world of books and binders, this option is the equivalent of making a copy of your spreadsheet and attaching it to your paper notes.

When you add an Excel spreadsheet to a page in OneNote, you can either:



Overview of an Excel spreadsheet on a page in OneNote

Keep in mind that changes you make to the spreadsheet in OneNote, won’t appear in the original file in Excel. Likewise, if you change the original Excel spreadsheet, your changes won't appear in the copy in OneNote.

Attach an Excel file

If you want to create a copy of your spreadsheet and add a link to that copy directly in your notes, right where you’ll need it later, use this option. The link will appear as an icon that opens a fully functioning Excel spreadsheet when you double click it.

 Important    Just remember, you’re creating a copy of your original Excel spreadsheet. Changes you make to the copy in OneNote won’t show up in your original. And changing the original won’t update the copy.

  1. On the Insert tab, click Spreadsheet > Existing Excel Spreadsheet.

Click the Insert tab to add a spreadsheet

  1. Find and click the file you want to add, and click Insert.
  2. Click Attach File.

The image below shows what the attached spreadsheet will look like.

Insert an existing Excel file

 Important    Be sure you don’t delete the icon, or you won’t be able to edit the spreadsheet.

Embed a static image of the spreadsheet

This option creates a copy of your spreadsheet, and adds a link to that copy directly in your notes along with a static image of your spreadsheet. The link will appear as an icon that opens a fully functioning Excel spreadsheet when you double click it. If you update the linked spreadsheet, the embedded image will automatically refresh to show your changes.

 Important    Just remember, you’re creating a copy of your original Excel spreadsheet. Changes you make to the copy in OneNote won’t show up in your original. And changing the original won’t update the copy.

  1. On the Insert tab, click Spreadsheet > Existing Excel Spreadsheet.
  2. Find and click the file you want to add, and click Insert.
  3. Click Insert Spreadsheet.

 Tip    If you want to embed just a table or chart from the spreadsheet, click Insert a Chart or Table instead.

The image below shows what an embedded spreadsheet will look like.

Insert an image of your spreadsheet on the page

 Important    Be sure you don’t delete the icon, or you won’t be able to edit the spreadsheet.

Create a new spreadsheet

If you want to create a new Excel spreadsheet, you can do it directly from your notes.

Just like embedding a static image of an existing spreadsheet, this option will insert an icon that opens a fully functioning Excel spreadsheet when you double click it, and show a static image of your spreadsheet on the page. If you update the linked spreadsheet, the embedded image will automatically refresh to show your changes.

  1. On the Insert tab, click Spreadsheet > New Excel Spreadsheet.

An Excel icon appears on the page, along with a blank, static image of the spreadsheet.

  1. To edit the spreadsheet, double-click the icon.

Insert a new spreadsheet right on the page

 Important    Be sure you don’t delete the icon, or you won’t be able to edit the spreadsheet.

 
 
Applies to:
OneNote 2013