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Accessing Excel through a PDF File

Summary: Word and PDF files go together like peanut butter and jelly. (How's that for a metaphor?) If you create PDF files from your Word documents, you may wonder why you can no longer access your embedded Excel workbooks in the target PDF. The answer has to do with the nature of PDF files and how you go about creating them. (This tip works with Microsoft Word 97, Word 2000, Word 2002, Word 2003, and Word 2007.)

Moira has a Word document that contains embedded Excel worksheets. When the Word file is saved in PDF format, the user is no longer able to access the Excel worksheets; Excel will not open. Moira wonders if this is normal and if there is a way the user can still access the Excel worksheets.

Yes, this behavior is normal, but it can be modified depending on how you create the PDF file. PDF files are meant to be—for the most part—static, not dynamic. You can, however, create PDF files that do incorporate some types of dynamic behavior, such as the ability to fill in forms and, within bounds, embed information that can be changed.

In order to take advantage of these advanced features, you must have a copy of Adobe's top-of-the-line version of Acrobat. The built-in printer drivers (such as those that create PDF files by "printing" from Word) won't allow you to utilize the advanced features.

One possible way around the problem (at least partially) is to include in the Word document a hyperlink to where the Excel workbook is located on the Web. PDF files rather routinely include hyperlinks, and the hyperlink to your Excel file would be no exception. The reader of your PDF file could then access the workbook through the hyperlink, but any changes made to the workbook would not be reflected in the PDF file.

Tip #6468 applies to Microsoft Word versions: 97 | 2000 | 2002 | 2003 | 2007

Great Idea! Word is a tool to get what you really want—printed output. This means you need to make sure that Word works as well as possible with your printer, whether it is sitting on your desk or in a room down the hall.
 
Check out WordTips: Printing and Printers today!