Convert Word to Excel featured image

How to Convert a Word Document to Excel: A Step-by-Step Guide

Microsoft Word may be a writer’s best friend, but when it comes to handling numbers, tables, and complex data, it leaves a lot of us frustrated. 

Whether you’re compiling a financial report, analyzing survey findings, or arranging project details, you’re better off using Excel.  

But what if the data you need to work with initially lives in a Word doc? 

Converting your Word file to an Excel spreadsheet can help. This transition goes beyond mere text relocation. It helps you transform unstructured data into a format that enables powerful analysis and paves the way for making the right, data-driven decisions. Excel is great at sorting, filtering, and applying formulas to your data that the Word format cannot easily accommodate. 

And we’re here to make this process easy for you. The steps we take you through will ensure you transfer data from Word to Excel without any hassle.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Steps to Convert a Word Document to Excel

Converting a Word file into an Excel sheet can significantly enhance data analysis and presentation. 

Follow these steps to ensure a smooth transition, whether you’re working within the Microsoft ecosystem or considering using MS Office alternatives.

1. Open your Word document

Action: Start by opening the Microsoft Word document that contains the data you need to convert.

Purpose: This initial step is crucial for reviewing the document’s content and ensuring the data is correctly formatted and organized. It applies to various scenarios, from simple data tabulation to preparing a comprehensive, interconnected Excel database.

2. Save the document with the data in a tabular format

Action: If your document contains data in paragraphs or lists, organize it into a table format in Word. This organization helps maintain the structure of your data when converted into Excel. 

After making the changes, move the cursor to the top toolbar, select ‘File’, and then choose ‘Save As’. 

Pick a name for your file, and specify the location for saving the document. 

Purpose: It’s essential to save your document whenever you start a new project or modify an existing one. Saving your work regularly can prevent it from being lost. Also, be mindful of where you save the document to retrieve it easily. 

3. Import your Word Document into Excel from ‘From Text/CSV’

Action: With your document open, go to ‘File’ > ‘Save As’ and select ‘Plain Text’ or ‘Text Document’ from the dropdown menu of file formats. Then simply click ‘Save’ at this stage. 

Open Microsoft Excel, and choose ‘New’ to open a new spreadsheet. Then, access the ‘Data’ tab at the top of the screen. Within the ‘Data’ tab, a menu will emerge. 

Opt for ‘Get & Transform Data’ and then ‘From Text/CSV’. This step will prompt File Explorer to open. 

Locate and pick the Word document saved earlier, and click ‘Import’.

Purpose: Excel can import data more effectively from a plain text file. Converting your Word file to plain text strips away any layout that cannot be interpreted by Excel, leaving behind unformatted data, which is what you want to analyze.

Following the ‘From Text/CSV’ step will convert your data into Excel. Excel’s powerful import tools can recognize and correctly format plain text data, allowing you to start working with it in a spreadsheet environment.

4. Make adjustments to your data

Action: Now, you can modify your data as needed. Once you select the Word file type, Excel’s Text Import Wizard opens. 

The dialog box will include the ‘Delimiter’ tab, allowing you to easily change the character that separates your data in the spreadsheet, such as a comma or a space. 

While there are two additional tabs in the window—File Origin and Data Type Protection—there is no need to adjust these.

Purpose: Properly setting delimiters ensures Excel places your data into separate cells in a way that reflects its original structure in Word. For example, if multiple cells of your Word table are separated by tabs, choosing ‘Tab’ as a delimiter will maintain the data’s organization.

5. Load your spreadsheet


Action: After setting your delimiters and previewing your data to ensure it’s correct, click ‘Load’ to import your data into Excel.

Purpose: This final step completes the conversion process, transferring your data into an Excel spreadsheet. In Excel, you can leverage various tools for sorting, filtering, and applying formulas to analyze your data effectively.

Following these detailed steps, you can efficiently convert documents from Word to Excel spreadsheets. 

This process will not only preserve the integrity of your data but also open up new possibilities for data analysis and presentation.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

How to Convert a Word Table to Excel

Converting tables from Word to Excel is an everyday necessity for professionals who deal with data reporting and analysis. 

This process can help you handle complex data by utilizing Excel’s advanced features for sorting, filtering, and applying complex formulas. 

Here are the steps to convert tables accurately from Word to Excel.

1. Select and copy the Word table

Convert Tables from Word to Excel

Action: Open your Word document and locate the table you wish to convert. Click and drag to select the entire table, and then right-click and choose ‘Copy’ or use the keyboard shortcut Ctrl+C (Command+C on Mac).

Purpose: This step captures all the data in your Word table and prepares it for transfer to Excel. By copying the table, you ensure the structure and content are preserved during the conversion.

2. Open Excel and paste the table

Action: Open a new or existing Excel spreadsheet where you want to add the table. Right-click the cell where you want the table to begin, select ‘Paste,’ or use the keyboard shortcut Ctrl+V (Command+V on Mac).

Purpose: Pasting the table into Excel transfers the existing data into a format that Excel can work with. Excel automatically recognizes the table structure and places data into separate cells based on the original table’s columns and rows.

3. Adjust the data as necessary

Action: After pasting, you might need to adjust the column widths or row heights to accommodate the data correctly. You can also use Excel’s ‘Format as Table’ feature to apply formatting and enable filtering.

Purpose: Adjusting the pasted data ensures the table is easy to read and analyze. Formatting a table in Excel improves the visual appeal and enhances functionality.

4. Handle complex data

Action: For tables with complex data that include formulas, hyperlinks, or embedded objects, you may need to perform additional steps. This could involve re-adding formulas or links manually in Excel or using Excel hacks or features to process the data further.

Purpose: While the primary paste action transfers data, handling complex elements as the next step ensures all aspects of your Word table are accurately replicated in Excel. This might include using Excel’s formula functions to recreate calculations or employing data analysis tools for gleaning deeper insights.

5. Use Excel’s data tools for further analysis

Action: Once your table is correctly formatted in Excel, use Excel’s data analysis tools to make sense of the data. This could involve sorting and filtering the data, using pivot tables to summarize information, or applying conditional formatting to highlight key metrics.

Purpose: Excel’s advanced data analysis tools offer powerful ways to explore and present your data. By converting your Word table to Excel, you unlock these capabilities, allowing for more sophisticated analysis and decision-making based on the data.

Converting tables from Word to Excel simplifies data management and enhances your ability to analyze complex information. 

Whether dealing with straightforward tables or complex datasets, Excel provides the tools and flexibility to turn your data into actionable insights.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Issues with Converting Word to Excel

While converting documents from Word to Excel, you may face some challenges. Fret not; these issues are not only common but can also be fixed easily. 

Pop-up ads during online conversion

Issue: Utilizing online conversion tools can often lead to intrusive pop-up ads, which can be annoying and potentially harmful to your computer.

Solution: Opt for reputable, ad-free conversion tools or software. Consider investing in a paid version of a trusted tool to avoid ads altogether. Additionally, using built-in features of Microsoft Office or other offline methods can eliminate this issue.

Compromised file security

Issue: When converting documents online, there’s a risk of sensitive data being exposed or compromised, especially if the conversion tool stores copies of your files on its servers.

Solution: Use conversion tools that guarantee data privacy and security, ensuring your files are deleted after conversion. For highly sensitive data, stick to offline methods or direct conversions within Microsoft Office to maintain control over your files.

Longer conversion time

Issue: Converting large Word files with complex data into Excel can be time-consuming, especially when using online tools that process files on remote servers.

Solution: Consider breaking down large documents into smaller sections to minimize conversion time. 

Using powerful, locally installed software can also speed up the process by leveraging your computer’s processing power rather than relying on an internet connection and remote servers.

Maintaining data integrity

Issue: Sometimes, converting from Word into Excel can result in lost formatting or data, especially with more complex tables or documents.

Solution: Double-check the converted Excel files for accuracy and completeness. Manually adjust any data or formatting that didn’t transfer correctly. 

Utilizing Excel’s data cleaning and formatting tools post-conversion can help restore your data’s intended structure and clarity.

Handling complex data 

Issue: Converting documents with embedded images, hyperlinks, or advanced formatting can lead to problems where these elements are not transferred to Excel correctly.

Solution: For documents with complex elements, consider manually copying and pasting specific sections into Excel or re-adding these elements in Excel post-conversion. For hyperlinks, Excel has features that allow you to batch add or edit links, which can streamline the process.

Addressing these potential issues during the conversion process ensures the integrity and security of your data while minimizing inconvenience and maximizing productivity. 

With the right tools and approaches, converting Word documents into Excel can become much smoother.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

How ClickUp Can Assist in Document Collaboration

ClickUp Employee Directory Template
Create an employee database with the ClickUp Employee Directory Template

ClickUp is a powerful document management and collaboration platform, seamlessly integrating with MS Office and various productivity tools. This integration streamlines the transition from traditional office applications to sophisticated project management features. 

ClickUp also offers extensive free professional templates to simplify your workflows, such as case study templates, database templates, and pros & cons templates, covering a variety of use cases for all functional teams in various organizations.

Here’s how ClickUp enhances document collaboration and serves as an Excel alternative for managing data.

Integration with Microsoft Office and other tools

Microsoft tools with ClickUp 
Manage all your Microsoft tools with ClickUp 

ClickUp’s smooth integration with office tools, including Microsoft Word alternatives, facilitates efficient document processing and data handling.

This ensures transitioning between analyzing data in Excel, drafting documents in Word, and managing projects in ClickUp is as efficient as possible. 

Teams can edit, share, and collaborate on documents without constantly switching between apps, streamlining workflow and enhancing productivity.

ClickUp Docs with AI

ClickUp Brain’s AI features
Connect people, work, and knowledge with ClickUp Brain’s AI features

ClickUp Docs revolutionizes the concept of document collaboration by introducing powerful AI capabilities and live editing features. Unlike static Word documents, ClickUp Docs are dynamic, allowing real-time collaboration among team members. 

By pairing Docs with ClickUp Brain, you can automate a wide variety of writing and content creation tasks. ClickUp Brain’s AI Writer for Work offers suggestions to polish your existing content with better vocabulary and grammar, generates quality text on prompting, edits text for the required tone and role, and can also turn voice commands into text for higher efficiency. 

All of these capabilities make it far superior to traditional word-processing software

This ‘living document’ approach means that, unlike Word docs, documents in ClickUp can evolve, adapting to project needs and team inputs instantaneously.

Real-time collaboration

ClickUp Docs
Stay on the same page with the collaborative live editing feature in ClickUp Docs

The real-time collaboration feature in ClickUp Docs outshines conventional document editing tools by allowing multiple users to simultaneously edit, comment, and interact within the same document. 

This ensures that you and your team can share ideas instantly, give and get immediate feedback, and are able to make decisions faster. In contrast to the often isolated experience of editing Word documents, ClickUp lets you be on the same page with your team members at all times—literally and figuratively.

ClickUp as an Excel alternative with Table view

ClickUp Table view
Organize tasks and edit data in bulk with responsive, intuitive tables thanks to the ClickUp Table view

ClickUp Table view offers a compelling alternative to managing data in Excel. Within ClickUp, you can organize data, tasks, and projects in a tabular format, combining the structured approach of Excel spreadsheets with the dynamic functionality of project management software. 

This integration lets you directly manipulate data, apply formulas, and analyze information within the same platform where tasks and projects are managed, providing a unified solution for data and project management.

Benefits of having your docs and spreadsheets in ClickUp

Centralizing your documents and spreadsheets in ClickUp reduces context switching and enhances team productivity. 

You don’t need to manage multiple applications for writing documents, analyzing data, and overseeing projects anymore. 

Key advantages of using ClickUp include seamless communication, improved project and task oversight, and a cohesive platform for managing all project-related documents and data analytics.

Enhance collaborative document handling with ClickUp’s Microsoft Office integration and sophisticated AI-driven documents. 

Its Table View feature presents a compelling, integrated alternative to traditional Excel spreadsheets

This consolidation of document and data handling within ClickUp ensures a more unified, efficient, and collaborative working environment for teams of any size.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Make Your Data Work for You with ClickUp

The process of converting documents from Word to Excel is more than just a technical activity; it’s a step toward utilizing your data well. 

Proper conversion ensures the rich data initially compiled in Word is transformed into a structured format that facilitates analysis in Excel, unlocking deeper insights and more impactful presentations. 

ClickUp makes this whole process better. With ClickUp, you can go from drafting in Word to analyzing in Excel without missing a beat, thanks to its intelligent features like Docs and Table View.

In addition, everyone can work on the same project simultaneously, making everything run smoother and faster. It’s not just about moving data around; it’s about working smarter together.

Ready to make your work life easier? Start using ClickUp today and see how it changes how you manage projects and data.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Common FAQs

1. How do you convert a Word document to Excel?

To convert a Word document to Excel, save your Word document as a plain text file. Then, open Excel, go to the ‘Data’ tab, select ‘From Text/CSV’, and import your text file. Use the ‘Text Import Wizard’ to adjust your data’s layout before loading it into the spreadsheet.

2. How do you turn Excel into a Word document?

To convert Excel data into a Word document, select and copy the cells in Excel you wish to transfer. Open your Word document and paste the cells where you want them. The Excel table will be inserted into your Word document with the original styling.

3. How do I convert Word to Excel online?

To convert Word documents to Excel online, use a reputable online conversion tool. Upload your Word document to the converter, select Excel as the output format, and start the conversion. Once complete, download the converted Excel file. Always ensure the online converter offers secure data handling to protect your information.

Questions? Comments? Visit our Help Center for support.

Sign up for FREE and start using ClickUp in seconds!
Please enter valid email address