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#MICROSOFT EXCEL MAC 2016 COPY TO POWERPOINT UPDATE#
#MICROSOFT EXCEL MAC 2016 COPY TO POWERPOINT PLUS#

So, how can you link PowerPoint to Excel for dynamic data updates?

#MICROSOFT EXCEL MAC 2016 COPY TO POWERPOINT PLUS#

But manually checking that every figure and comment has been updated properly, plus resizing and aligning tables and charts takes a great deal of time and energy, and opens up the opportunity for errors to occur. > Get to know our Top 3 Productivity Tips to become an Excel Champion Use the UpSlide Excel to PowerPoint LinkĪs you can see, there are many problems with using the native options when linking Excel to PowerPoint, which is why many people prefer to stick with copy and paste.

#MICROSOFT EXCEL MAC 2016 COPY TO POWERPOINT UPDATE#

You won’t be able to update your presentation with the duplicated Excel file. The PowerPoint presentation for June remains linked to the Excel source file of May. Imagine you are working on a monthly report (May for example), and you duplicate your Excel file and your PowerPoint presentation to update them with the new figures for June. Why the native Excel to PowerPoint Link is restrictive for financial controlling or reporting: But if you close your PowerPoint presentation while renaming your Excel file, once you open it again you won’t be able to access the Excel source file. Note: While working on PowerPoint and Excel, if your PowerPoint presentation remains open and you close the Excel file and rename it just after, you will be able to open the Excel source file directly from PowerPoint and update your data.

If you move the Excel source file, the link will not be able to update as it won’t be able to find the file in the original location.

If the Excel source file has been renamed, it will not update your presentation.

If the Excel source file is not open, it will force the update to occur (this takes some time, even with a small amount of data).

If the Excel source file is already open, your presentation will be updated.

Also note that the update is not available when pasting tables.

Likewise, if you duplicate your Excel file, the link will be broken with the new version. If you move the Excel file to another folder while the PowerPoint file is closed, the link between the chart in the PowerPoint presentation and the data in the Excel spreadsheet will break.

> “ Edit Data in Excel” will open the source file. Changes made here will be saved to that Excel spreadsheet and it will have an impact on your source file. > “ Edit Data” will open the linked data on a basic spreadsheet to allow you to make changes to the input. Note: Do the same if PowerPoint is already open and you have just opened your modified Excel file. Right click on the chart and select “ Edit Data” or “ Edit Data in Excel” Scenario 2: Your Excel file (saved or not) is open and you have opened your PowerPoint presentation.Any changes on the Excel are automatically changed in your presentation. Scenario 1: PowerPoint and Excel are open and you have just created the link.If you’re one of those people, you’re in luck we’ve asked our UpSlide consultants to explain the three different options for linking data between Excel and PowerPoint, to save you some time: This is when individuals want to link their Excel data to PowerPoint. However, when data changes in Excel (for example when you receive the new period’s figures from your ERP system), this means you’ll need to manually update all the tables and charts in PowerPoint whilst being as careful as possible not to make any mistakes. More often than not, people will copy and paste tables and charts from Excel and then add analysis within PowerPoint. PowerPoint is the most popular choice when it comes to presenting these results.

When it comes to budgeting and long-range planning tools, Microsoft Excel continues to dominate it’s frequently used by accounting and finance professionals at businesses of all sizes. Why do we need to link Excel to PowerPoint?Įxcel and PowerPoint are often used in conjunction with one another to produce financial reports, audit reports, due diligence reports, pitchbooks, investment memorandums, portfolio reviews, and more.