Jun 23 2023
3.5 min
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MS Excel
Tips
Document Management
3.5 min
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Insert your PDF files into Microsoft Excel spreadsheets as links or objects, or convert PDF data into Excel using Xodo.
Calling all small business owners, accountants, or anyone who needs to integrate PDF files or specific data into their spreadsheet reports!
Are you looking to embed, insert, or convert PDFs into Excel to streamline your workflow?
In this guide, we'll walk you through three effective methods:
These methods enable you to attach reference links, refer back to your original document, or extract data directly into Excel, enhancing reporting efficiency.
To embed a PDF as an object into your Excel spreadsheet, follow the steps below:
Your PDF will open in your default PDF reader and the Excel file can also insert the file, displaying the first page on the spreadsheet. You can scale this image down and double click on it to open your PDF.
Tip: If you don’t want the first page displayed, put a checkmark in the Display as icon box in step 5 above and a PDF icon will be used in Excel instead.
The other way to insert PDF into Excel is to insert it via a hyperlink.
Unlike embedding your PDF, this method links to the source PDF file. Your linked PDF is a live document and any changes you make to it will be reflected.
You can do this in two ways.
To insert a PDF as a linked object, follow the steps below:
When you insert your PDF, it’ll automatically open in your PDF viewer. It will behave like any other object, which means you can move the PDF file to another position.
To insert a PDF as hyperlinked text, follow the steps below.
This method doesn’t open the PDF after you insert it, nor does it create a hyperlinked object.
Using the Insert Link method can also make it easier if you have a few PDFs to insert as a hyperlink in Excel.
The methods mentioned above can assist you in embedding and inserting PDF files into Excel.
If you need to convert PDF data into Excel spreadsheets instead, please follow the guide below.
Here's how to accurately convert PDF into Excel using Xodo:
Instead of manually copying and pasting data from PDF to Excel, you can use Xodo to do it accurately within seconds. And, you can even batch upload and convert files at once.
Want to try more PDF tools?
Xodo offers over 30 online tools designed to handle advanced tasks beyond PDF to Excel conversion. Whether you need to edit, annotate, merge, or split PDFs, Xodo can handle it all. Try them for free below!
Reena Cruz
PDF Productivity Expert
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