Excel In Onenote



Sometimes, we want to keep using external Excel files in local disk, and want to save it in OneNote, but we don't want to put it in OneNote in the form of a picture (Printout). In this way, one is easy to modify the Excel file, but also can synchronize the modified content. Then you can use the data on the phone.
The 'Auto OneNote' tool provides the ability to monitor and synchronize an Excel file to OneNote.
This makes it easy to edit Excel files, and auto sync to OneNote, and make your data easier to use on your phone's OneNote side.

In the ' Auto OneNote ' tool, click the ' Task ' menu - ' Add Monitor Excel File Task ' menu item in the main menu. Choose an Excel File, Set Synchronization to the Currents OneNote Page This feature will pop up a window so you can pick an Excel file from your hard drive.

  • Click 'Edit' button on spreadsheet in OneNote, it will open this spreadsheet using Excel. Edit Spreadsheet to Remove Empty Columns To make these extra columns don't show on OneNote, we need to hide the empty columns in Excel. Select all Empty Columns on Right Side.
  • If you want to keep records of your work in one place or show a snapshot of your data, you can add an Excel spreadsheet (also called a worksheet) to a page in your OneNote notebook. In the world of books and binders, this option is the equivalent of making a copy of your spreadsheet and attaching it to your paper notes.
  • Select the Assign to checkbox. Post the comment or reply. The person the task is assigned to will receive an email notifying them that they've been assigned a task. In the comment, they'll see the task assigned to them. To reassign a task: Use an @mention in the response field. Select the Reassign to check box.
  • Click a notebook and it will open in the OneNote web app. There are web apps for Word, PowerPoint and Excel too. OneNote online help is available for free.
Add a Task to Monitor Excel File
In the 'Auto OneNote' tool, click the 'Task' menu -> 'Add Monitor Excel File Task' menu item in the main menu.
Choose an Excel File, Set Synchronization to the Currents OneNote Page
  1. This feature will pop up a window so you can pick an Excel file from your hard drive.
  2. Then, specify the current OneNote page as the page that synchronizes the contents of the Excel file.

After 3 minutes, you can see that the OneNote page automatically shows the contents of the Excel file's.
Edit Excel File, Content Auto Sync Appears in OneNote Page
Open the Excel file, and then edit (modify, add, delete) the Excel file.
In this example, we deleted the 'Customer ID' column in the Excel file.
Then, save and close the Excel file.
Note: Auto OneNote is only working with the Excel File that is not open. When an Excel file is open, other applications cannot open the file again.
Onenote
The Changed Contents, automatically sync to OneNote corresponding page
After 3 minutes, the deleted 'Customer ID' column disappeared from the OneNote page.
This completes the automatic synchronization.
Similarly, adding, modifying, and deleting Excel files also automatically synchronizes these operations with Auto OneNote tool.
Demonstration
Excel

Related Documents

Home > Articles > Home & Office Computing > Microsoft Applications

  1. Excel and OneNote Integration: Limited But Still Useful
< BackPage 6 of 8Next >
Like this article? We recommend Excel
Using Microsoft OneNote 2010

Like this article? We recommend

Like this article? We recommend

Onenote Excel and OneNote Integration: Limited But Still Useful

Excel and OneNote Integration: Limited But Still Useful

It’s not possible to send information items to Excel from OneNote, nor does Excel support linked OneNote notes. However, Excel can still be useful when used in conjunction with OneNote, primarily for capturing and sharing list-oriented information.

Using Excel In Onenote

You can create and edit tables directly in OneNote, but OneNote’s table-related features are rudimentary, and are used primarily for layout-oriented. It’s not possible, for example, to sort rows within a OneNote table, or to use aggregate functions (e.g., sum, average, min, or max) on OneNote table columns.

If you want to capture, share, and analyze a list of structured information, inserting Excel workbooks into OneNote pages is a useful option, especially for scenarios involving collaboration among people in different locations. As an example, a project team could use OneNote to share an Excel workbook for project-related expense details.

Embedding Excel In Onenote

Microsoft Access files can also be inserted into OneNote pages, for more elaborate list-oriented collaboration needs, although it’s important to remember that OneNote is not a replacement for multi-user database services in applications such as Access or database management systems such as Microsoft SQL Server. If two people simultaneously update a OneNote-inserted file, OneNote will detect and flag the update conflict, but such conflicts must be manually resolved.

Excel In Onenote

Revisiting the OLE-centric compound document theme, there is currently no way to have the contents of an embedded file appear within a OneNote page (e.g., to see an Excel table in-line in a OneNote page); readers see only the embedded file icon, and must launch the file to access its contents. This in some respects represents a step backward from the seamless compound document model in OLE (and other approaches such as OpenDoc, a failed standards initiative that is unrelated to the more recent OpenDocument Format standard), but it is nonetheless a useful integration option, and it avoids the complex and performance-challenged architectural plumbing that constrained the use of OLE and similar pre-Web compound document models.