Insert a workbook in a Lotus Notes document or form

Microsoft Office Excel 2003

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Insert a workbook in a Lotus Notes document or form

  1. In Lotus Notes, click the database you want.
  2. Follow the steps for your version of Lotus Notes:

    ShowLotus Notes 4.x

    1. Open the document or form where you want to insert the workbook, and do one of the following:

      Document    On the Create menu, click a Lotus Notes form that includes an editable rich text field. Click in the rich text field, and then click Object on the Create menu.

      Existing form    On the View menu, click Design. Under Design in the navigation pane, click Forms. Double-click the form.

      New form    On the Create menu, point to Design , and then click Form.

    2. Do one of the following:

      Insert a new blank workbook    Click Create a new object, and then click Microsoft Excel Worksheet in the Object type box.

      Embed a copy of an existing workbook    Click Create an object from a file, and then type the name of the workbook in the File box, or click Browse to select from a list.

    3. Do one of the following:

      Select the sheet to display    Double-click the Excel object, and then click a different sheet.

      Display a workbook icon    Select the Display as icon check box.

    ShowLotus Notes 3.x

    1. Open the document or form where you want to insert the workbook, and do one of the following:

      Document    On the Compose menu, click a Lotus Notes form that includes an editable rich text field, and then click in the rich text field.

      Existing form    On the Design menu, click Forms, click a form in the Forms box, click Edit, and then click where you want the workbook to appear.

      New form    On the Design menu, click Forms , click New (or click a form in the Forms box and click New Copy), and then click where you want the workbook to appear.

    2. On the Edit menu, point to Insert, and then click Object.
    3. In the Object Type box, click Microsoft Excel Worksheet.
    4. To change how the workbook will appear, click Display Format, select the format you want, and then click OK.
    5. Do one of the following:

      Insert a new blank workbook    Click OK.

      Embed a copy of an existing workbook    Click Choose File, select the workbook you want from the list, and then click OK.

    6. To select the worksheet to display in the document, double-click the Excel object, and then click a different sheet.