How to embed an Excel file

You can embed an Excel spreadsheet directly into a Document360 article using the embed code generated by Excel for the web. The spreadsheet renders as an interactive inline element, readers can view charts and tables without leaving the page.

Before you begin

• The embed option is only available in Excel for the web. It is not available in the Excel desktop app. If you are working from the desktop app, open the file in Excel for the web first.
• You need access to the article in Document360 and either the Markdown editor or the Advanced WYSIWYG editor.

How to embed an Excel file

Step 1 - Get the embed code from Excel for the web

1. Open the desired Excel file in the web version of Excel.

2. Navigate to File > Share > Embed.

   The Embed page appears.

3. Scroll down to Embed code and copy the generated HTML code.

Step 2 - Paste the embed code in Document360

1. In the Knowledge base portal, open the desired article.
2. Paste the embed code based on your editor:
   • Markdown editor — Paste the copied embed code directly into the editor.
   • Advanced WYSIWYG editor — Switch to Code view and paste the copied embed code at the desired location.
3. The Excel file is now embedded in your article.

Sample embed code

<iframe width="402" height="346" frameborder="0" scrolling="no" src="https://your_company.sharepoint.com/personal/your_name/_layouts/15/Doc.aspx?sourcedoc={01a2b3c4-56d7-8e9f-g0h1-i234j5k67lm8}&action=embedview&wdAllowInteractivity=False&wdHideGridlines=True&wdHideHeaders=True&wdDownloadButton=True&wdInConfigurator=True&wdInConfigurator=True"></iframe>

Outcome

Markdown

Advanced WYSIWYG editor

Best practices

• Preview after embedding. Always preview the article after pasting the embed code to confirm the spreadsheet renders correctly before publishing.
• Keep spreadsheets focused. Embed one spreadsheet per section. Multiple embeds on a single page can affect load performance.
• Save before switching modes. In the Advanced WYSIWYG editor, press Ctrl + S before leaving Code view, changes are not auto-saved and will be lost if you navigate away without saving.

FAQ