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Home / Blog / 5 Simple Ways to Insert PDF into Excel

5 Simple Ways to Insert PDF into Excel

By Charlotte | Follow twitter | Updated on November 29, 2024
Introduction:
Excel spreadsheets play a vital role in storing and analyzing data, especially for accountants and other professions. If you have an Excel workbook for issuing invoices and need to add some PDF invoices to a worksheet as references, you may wish to learn a way to insert a PDF into Excel. The good news is there are multiple ways to help with that, including using Microsoft Excel and SwifDoo PDF software.
summary

For those wondering how to insert a PDF file into an Excel file, this post provides five simple ways along with step-by-step tutorials.

Insert PDF into Excel as an Object

Microsoft Excel integrates a set of tools that you can use to perform a wide range of tasks, including calculating, charting, and graphing. It also enables you to insert a PDF into an Excel worksheet or workbook as an object. The feature is available in Excel 2010, Excel 2013, Excel 2016, Excel 365, and other versions for Mac and Windows devices. Here are the instructions on how to insert a PDF into Excel.

Step 1: Open your Excel file with Microsoft Excel and tap the Insert menu on the top;

Step 2: Select Object in the drop-down menu;

insert-pdf-into-excel-as-object

Step 3: Choose Create from file in the pop-up dialog box, then browse your computer to import a PDF;

Insert PDF into Excel as an Object 2

Step 4: Hit OK to insert the PDF into your Excel file. The first full page of the PDF will be displayed in the file.

You can insert your PDF link into an Excel file as a small icon that covers less area and allows you to click to open the PDF in Excel. To do that, tick the "Display as icon" checkbox in the "Object" window before pressing the "OK" button. To change the display name of the icon, hit “Change icon” in the same window. The feature is very useful when inserting multiple PDF documents into your Excel file.

Insert PDF into Excel as an Object 3

Near the "Display as icon" option, there is a “Link to file” checkbox. Ticking the box will link the inserted PDF to the source file so that you can keep the attachment up to date with whatever changes you made to the original.  

When you need to insert a PDF into an Excel spreadsheet, you may expect to insert it into an individual cell and make the icon or page move and resize along with the cell automatically. In this case, hold down the Alt key and drag each bounding box handle of the icon to precisely align it with the cell separately. After that, right-click on the icon and choose “Format Object” > “Properties” > “Move and size with cells”. This method inserts a PDF into an Excel cell and keep the icon fit to the cell.

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How to Insert PDF in Excel By Hyperlinking to a Picture

In addition to using the “Object” feature to import your PDF into Excel, you can attach the PDF to Excel with the “Pictures” tool. Thanks to the powerful Microsoft Excel, you can add a hyperlink to a picture in an Excel sheet. This feature enables you to place a PDF cover photo. Simply put, you can insert a picture into Excel first and link the picture to a PDF. The PDF will then open when you click on the image.  

Step 1: Open your spreadsheet in the Excel program and click Insert on the top;   

Step 2: Select Pictures in the secondary toolbar to import a picture into Excel;  

Insert a PDF into Excel By Hyperlinking to a Picture 1

Step 3: Right-click on the picture and choose Link in the pop-up menu;

Insert a PDF into Excel By Hyperlinking to a Picture 2

Step 4: Locate and select the PDF you want to link to Excel to insert the PDF file in Excel to the picture.         

Insert PDF to Excel by Converting it to Excel

When you fail to embed a PDF in Excel, for example, due to the specific security policy, an alternative way is to convert the PDF to Excel sheets. By using SwifDoo PDF to convert PDF to Excel format, you can directly move the worksheets from the PDF to another Excel file. Check how to import the content of a PDF into Excel by converting the PDF.

Step 1: Free download, launch SwifDoo PDF, and open your PDF with it;

Step 2: Click Convert in the menu bar and select PDF to Excel in the drop-down menu;

Step 3: In the SwifDoo PDF Converter window, select which PDF pages to convert and choose a folder to save the exported file;

Step 4: Press the Start button to convert the PDF to an Excel file;

Insert PDF into Excel by Converting to Excel

Step 5: To insert a PDF into an Excel spreadsheet, open both the converted Excel and another, and move the whole worksheet or workbook to the target spreadsheet.

Alternatively, open the Excel file converted from the PDF, slightly adjust the layout, and copy and paste the forms and information you need into another Excel file.   

Tips: If you have a group of PDF documents to insert into an Excel file, you can add and convert all the PDFs to Excel files at once in the “SwifDoo PDF Converter” window.

For a PDF created in Word, you can convert it to a Word document by choosing "PDF to Word" from the "SwifDoo PDF Converter" dialog box. After the conversion, extract the forms or data you need to an Excel spreadsheet.

How to Insert a PDF into Excel as an Image

Instead of importing a complete PDF file into Excel, you may like to insert the PDF as an image. You can view the content in the PDF instantly without opening the original file in another program. SwifDoo PDF enables you to convert PDF to image format in just a few clicks. You can turn all pages in a PDF into one image file or high-resolution individual images. Follow the guide below to add your PDF to Excel as a picture.  

Step 1: Drag and drop your PDF into the opened SwifDoo PDF application, tap Convert, and choose PDF to Image;

Step 2: Choose whether to convert each PDF page to a separate image or selected pages into one image from the Option;

Step 3: Select the image format, resolution, and where to store the output file(s);

Step 4: Hit Start.

Step 5: When the PDF has been turned into a high-quality image, go to your Excel file and choose Insert > Pictures to insert the .pdf image into the Excel sheet.

Insert a PDF into Excel as an Image

In such a manner, you can insert a PDF into Excel as an image. SwifDoo PDF allows you to convert a PDF to an image online for free with a web-based converter.

Import Data from PDF to Excel

If your PDF file is a bank statement or financial report, you may need to insert PDF tables into Excel. You can use the above-mentioned converter software to save a PDF as Excel to insert the PDF data into Excel. Moreover, Microsoft Excel has a feature enabling you to achieve that directly. Check the tutorial below.

Step 1: Open your Excel file, go to Data > Get Data;

Step 2: Choose From File > From PDF;

Step 3: Select and import the PDF, choose the tables and pages you want to insert into Excel, and then hit Load;

Step 4: Insert or import data from the PDF to the Excel sheet and make necessary adjustments. 

Insert Data from PDF to Excel

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Conclusion

To insert a PDF into an Excel sheet, either insert it as an object or link it to an image. You can access the file in a blink of an eye by clicking the inserted object or the linked image. If you want to show the content in your PDF within an Excel sheet, try converting the PDF to an Excel file or to an image to insert the tables or other data into Excel directly. 

Top Related FAQs

Q:How do I insert a multi-page PDF into Excel?

When you insert a PDF document into an Excel spreadsheet with multiple pages, Excel only presents the first PDF page. But actually, you have successfully embedded the multi-page PDF into the Excel file, and when you double-click on the page, the complete PDF will be opened. If your PDF is too heavy, you can use the SwifDoo PDF to split the PDF into several smaller files to insert into Excel with ease.

Q:Why can't I embed a PDF in Excel?

If an error occurs when you attempt to put a PDF into your Excel worksheet or fail to add the PDF to Excel, the possible reason could be the PDF is protected from being executed or corrupted. You should remove the security from the PDF in advance. Open your PDF in SwifDoo PDF and choose Protect > Decryption to remove the permission password protection. Then, go insert the Adobe PDF into Excel without hassle.

Q:Why won't Excel let me insert an object?

There may be sometimes when we can’t insert a PDF document into Excel, this is mostly because the PDF is opened in a program. Make sure you close the PDF file. If you can’t find which program is running to open it, go to Task Manager and close the possible task.

Q:How do I copy a PDF and paste it into Excel?

You can use a dedicated PDF editor to make PDF editable so you can easily copy and paste the text and images into Excel. Or, convert PDF to Excel to copy an entire Excel sheet.

Q:How do I edit a PDF file in Excel?

Use an online PDF to Excel converter or converter app like SwifDoo PDF to turn PDFs into editable Excel files in a few taps. Open the PDF in Excel to start editing. You can convert scanned PDFs into Excel with the OCR of the PDF editor. 

Q:How do I insert a PDF in Sheets?

If you need to embed a document in Excel, use the native Excel Object or Hyperlink options or convert the PDF to a spreadsheet. If you want to insert a PDF into Google Sheets, you can also use the file format conversion methods or directly right-click on a cell to choose Insert Link and enter the URL. 

Charlotte has been in the software industry for 8+ years. She works for AWZWARE now as a passionate writer. She is good at providing simple guides to use various video, office and entertainment software. Charlotte also recommends many other useful tools to make your work and life easier. A food lover too.

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