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How to Insert Excel Data in OneNote 2013

OneNote 2013 lets you add entire spreadsheets to notes, and you can also choose from charts or tables within the spreadsheet to add to your note individually. As long as you don’t insert the data as a printout, you can even edit that data later if necessary.

How to insert existing spreadsheet data in OneNote

You can insert an entire sheet from Excel into your note. All cells that either have information in them or are between cells that do will be inserted. You can also choose to just add individual charts or tables from a spreadsheet. Here’s how to perform these actions:

  1. Open your note and place your cursor in a note page where you want the Excel content to appear.

    The content will appear below and to the right of the cursor.

  2. Select the Insert tab and click or tap the Excel icon and choose Existing Excel Spreadsheet from the drop-down list.

    The Excel icon won’t appear in OneNote if Excel is not installed on the same PC that OneNote is installed on. If you don’t have Excel on your current machine, use the File Attachment button instead.

    A Browse window appears.

  3. Browse to the file you want, select it, and then click or tap Insert.

    The Insert File window appears with several options on it.

  4. Select Insert Spreadsheet or Insert a Chart or Table.

    If you choose Insert Spreadsheet, the spreadsheet appears in your note, and you can ignore the rest of this list.

    If you choose Insert a Chart or Table, the Custom Insert window appears asking what you want to add. Depending on the formatting of your spreadsheet, charts or tables in the spreadsheet will have a name and number.

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  5. Select the charts and/or tables that you want to appear in the note and click or tap OK.

    The charts and/or tables you select appear in your note.

How to insert new Excel content in OneNote

If you’re working in a note and see the need for a new spreadsheet, table, or chart, just follow these steps to create a new one right in your note:

  1. Open the note you want to add a spreadsheet, chart, or table to and position your cursor in the note where you want the content to appear.

    The Excel content will appear below and to the right of the cursor.

  2. On the Insert tab, click or tap the Excel icon and then choose New Excel Spreadsheet from the drop-down menu that appears.

    A blank Excel content box appears in the note.

  3. Open Excel by clicking or tapping Edit, which is located at the upper left of the drawing.

  4. Create your spreadsheet, chart, or table and then click or tap Save in Excel to save it and close Excel.

    The new Excel content appears in the formerly empty box in OneNote.

How to edit Excel data in OneNote

As long as you don’t insert Excel data as a printout, you can edit it after it has been inserted into or created in your note. To edit Excel data, follow these steps:

  1. Right-click or press and hold on the spreadsheet, chart, or table in your note and choose Edit from the menu that appears.

    Excel opens the content for editing.

  2. Edit the spreadsheet, chart, or table in Excel and click or tap Save in Excel to save it and close Excel.

    The spreadsheet updates itself in OneNote.

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