Notion

How to Embed Excel in Notion

Spencer LanoueSpencer Lanoue
Notion

So, you're looking to combine the power of Excel with the flexibility of Notion? It's a smart move. Integrating these two tools can really streamline your workflow and make data management a lot more intuitive. What we'll do here is break down how to embed an Excel sheet into Notion, providing straightforward steps and some useful tips along the way.

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Why Embed Excel in Notion?

You might wonder why anyone would want to embed Excel into Notion. Well, Notion is a fantastic tool for organizing your notes, tasks, and projects all in one place. But when it comes to complex calculations or data analysis, Excel still rules the roost. By embedding Excel in Notion, you get the best of both worlds: the organizational prowess of Notion and the computational power of Excel.

Imagine you're managing a project. You might use Notion to track tasks, set deadlines, and collaborate with your team. But if you need to perform a detailed budget analysis or track sales data, switching to Excel is often necessary. Embedding Excel in Notion allows you to keep everything in one place, making your life a whole lot easier.

Preparing Your Excel File

First things first, let's make sure your Excel file is ready to be embedded. You want a clean, well-organized spreadsheet for the best results. Here are a few tips to get your Excel file in tip-top shape:

  • Trim the Fat: Get rid of any unnecessary data or tabs that won't be needed in Notion. This helps keep things neat and speeds up the loading time.
  • Format Consistently: Use consistent formatting for headings, data, and formulas. This makes it easier to read and understand once embedded.
  • Check Formulas: Make sure all your formulas are working correctly. Errors in Excel will carry over into Notion.

Once your Excel file is polished and ready, save it somewhere accessible, like your desktop or a dedicated folder. This will make the next steps a breeze.

Uploading Excel to Google Drive

Why Google Drive, you ask? Well, Notion doesn't support direct Excel file uploads for embedding. The workaround is to upload your Excel file to Google Drive, then embed it from there. Here's how:

  • Open Google Drive and click on New in the top left corner.
  • Select File Upload and choose your Excel file from your computer.
  • Once uploaded, double-click the file to open it in Google Sheets.

Google Sheets will automatically convert your Excel file. Check it over to ensure everything looks as it should. Sometimes, formatting can get a bit wonky during the conversion, so it's wise to double-check.

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With your Excel file now a Google Sheet, you'll need to grab a shareable link to embed it into Notion. Here's how to do that:

  • Open your Google Sheet and click on Share in the top right corner.
  • In the sharing settings, click Get Link.
  • Change the setting to Anyone with the link can view.
  • Copy the link that Google provides.

Now you've got a link that Notion can work with. This is a crucial step because without this link, Notion won't be able to display your spreadsheet correctly.

Embedding the Spreadsheet in Notion

Now comes the exciting part: embedding your Google Sheet into Notion. Follow these steps to make it happen:

  • Open Notion and navigate to the page where you want to embed your spreadsheet.
  • Click on the + button or type /embed in the block where you want the spreadsheet to appear.
  • Paste the Google Sheets link you copied earlier into the embed box.
  • Press Enter, and voilla! Your Excel (now Google Sheet) should appear on the page.

It might take a moment to load, especially if your spreadsheet is large. But once it's done, you'll see your familiar data right there in Notion.

Adjusting the Display

While the spreadsheet is now in Notion, you might want to tweak how it looks to suit your needs better. Here's a few tips on adjusting the display:

  • Resize the Embed: Click and drag the edges of the embedded block to resize it. This is super useful if you want to see more or less of your spreadsheet without scrolling.
  • Full-Width Option: If you prefer, you can make the Notion page full-width, which gives more space to your spreadsheet. Just click on the three dots in the top right corner and toggle the full-width option.
  • Zoom In/Out: Need a closer look? Use the zoom in/out options within Google Sheets to adjust how your data is displayed.

These adjustments ensure that your spreadsheet is as functional as possible within Notion, making data analysis and tracking much smoother.

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Keeping Your Data Updated

One of the concerns with embedding spreadsheets is keeping the data current. Since your Excel is now a Google Sheet, any updates you make in Google Sheets will automatically reflect in Notion. Here's how to keep the process seamless:

  • Whenever you update the data in Google Sheets, it will sync to Notion automatically, so there's no need to re-embed the link.
  • If you have a new Excel file that you want to embed, simply repeat the upload and embed process.

Regular updates ensure that your Notion page always displays the latest information, keeping your team in the loop without extra hassle.

Troubleshooting Common Issues

Sometimes things don't go as smoothly as planned. Here are a few common issues and how to fix them:

  • Link Not Working: Double-check that your Google Sheet link is set to "Anyone with the link can view." Without this setting, Notion won't be able to display your spreadsheet.
  • Formatting Errors: If the conversion from Excel to Google Sheets messed up the formatting, go back to Google Sheets and adjust it there.
  • Slow Loading: Large spreadsheets can take a while to load. Consider simplifying your data or breaking it into smaller chunks.

These fixes usually resolve most issues. But if you're still stuck, reaching out to Notion or Google support can be a helpful next step.

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Exploring Alternatives: Using Spell

If you're looking for ways to make document editing even easier, you might want to check out Spell. While Spell isn't directly related to embedding Excel into Notion, it offers an impressive AI-powered document editor that can speed up the writing and editing process considerably.

With Spell, you can create high-quality documents quickly. It's like having a built-in assistant that helps you polish your work as you go. Whether you're drafting reports or refining existing documents, Spell can handle it with ease. Plus, its real-time collaboration features mean you can work seamlessly with your team, similar to how you do in Notion or Google Docs. Give it a try if you're interested in enhancing your document workflows.

Final Thoughts

Embedding Excel into Notion is a great way to keep your work streamlined and accessible. By following these steps, you can integrate the strengths of both tools, making your workflow more efficient. And if you're looking for additional ways to enhance your document creation process, Spell offers an AI-powered editor that can save you time and improve your document quality. With these tools at your disposal, managing data and documents has never been easier.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.

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