How to Insert PDF into Excel.
There are many reasons you might want to find out how to attach a PDF in Excel. Doing so may allow you to organise your files in the way you like or help you to align data with relevant imagery. It can also be useful if you need to embed an invoice within a spreadsheet. Whatever your goal, we’ll guide you through the process step by step.
What you’ll learn
- How to embed a PDF in Excel
- How to attach a PDF in Excel
- Advantages of inserting a PDF into Excel
- Frequently asked questions
How to embed a PDF in Excel.
Here’s the quick guide on how to insert a PDF file in Excel.
The list below is a brief look at how you can insert a PDF into Excel.
- Open the Excel document you wish to use and go to Insert > Object.
- Add your PDF. Go to Create > Browse to find the PDF of your choice.
- Tick the boxes Link to file and Display as icon.
- Right-click on the PDF and choose Format Object, then click OK.
- Embed the file. Select Properties and Move and size within cells.
How to attach a PDF in Excel.
Now we’ll go into the process in depth. Before doing anything, ensure you close the PDF file. Then, open the Excel document you wish to use.
Displaying PDF as an entire page within Excel.
- Go to Insert > Object.
- A window will pop up after which you should go to Create from file > Browse, you can then locate the PDF file you wish to use.
PDF to appear as an icon within the spreadsheet.
- Follow the previous steps on how to select a file. This time select Display as Icon too, before clicking OK.
- Select the Link to file option if you wish to have real-time connectivity between the two files. In other words, if you update the PDF, it will also update within the spreadsheet too.
- Both options can be ticked at the same time. Only tick Display as Icon if you’re not bothered about having real-time connectivity.
Limiting icon to one cell.
- Right click the icon > select Format object > Properties > Move and size with cells.
- Within this window, you can change the alt text, size and colour. Once done, click OK.
Advantages of inserting a PDF into Excel.
- Accessibility: As all the files are in one place, it will save you the need to open and close files each time.
- Control: Inserting a PDF into Excel allows you to be in control of where and when the files originated. This is especially useful if you need an audit trail, for example. Simply embed a PDF into Excel and write some notes next to it to remind you.
- Information depth: There isn’t always room within an Excel sheet to include all of the necessary information. Simply insert a PDF into Excel, which allows you to add depth to the information trail and keep the functionality of the spreadsheet itself.
Frequently asked questions.
Why won’t Excel let me embed a file?
The display of an error message when trying to embed a PDF in Excel means that the file is in ‘protected mode’. This is a safeguard put on PDFs to help stop the file from becoming corrupt. This makes it difficult to insert a PDF into Excel.
How do I know if my PDF is unlocked?
If you’re wanting to check if there are any restrictions on the file, go to File > Properties > Security. This way you can check if there are any restrictions before attempting to attach a PDF in Excel.
How can I bypass a PDF lock?
Open PDF and go to Tools > Protect > Encrypt > Remove Security. Please note this isn’t possible in all instances. If someone within your organisation has higher-level access, you’ll need to ask them to grant permission.