Tools often used interchangably by #finance professionals are #excel and #powerpoint. Most of us copy paste between the two systems but if you have the time set the following up you may save in the long run: #automatic updating of Excel to Powerpoint.
A. Start an Excel spreadsheet
Setup your Excel spreadsheet the way you want it to appear on the Powerpoint slide. Try to be exact on the formatting of headers, columns, row heights, colors, etc. Once you have completed this step, highlight the area to be included in Powerpoint and Right-click –> Copy.
B. Start a new Powerpoint slide
Now paste the table by Right-click –> Paste Special and Select Paste #link. In the new version of Windows you may need to click on Paste Special from the toolbar.
This is what you are looking for — PAST LINK:
C. Format the Inserted Table
You can resize the embedded worksheet by grabbing the handles on the sides of the object (hold left mouse and drag). Right-Click on the object gives more options related to sizing, filling colors, and much more.
D. Updating the Excel / Powerpoint Data
When you reopen the PowerPoint file, it will ask you whether you wish to update links, click “Update Links”. Now your new Powerpoint slide will be refreshed and displayed direct from your Excel #tables. From Powerpoint you can double click on the embedded item to go to the Excel data directly.
If you send the file to others the link will obviously be broken and people can only see the last time you opened the Powerpoint slide. If you dont want others to be able to edit your Excel file by double clicking on the embedded item in Powerpoint, make the Excel file read-only (Windows Explorer –> Select File –> Right Click –> Properties –> Read-Only).
This should make your lives easier!
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