

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”

On the Home tab, in the Clipboard group, click Copy (or press Ctrl+C).Open the Excel workbook which has the chart you want.Option 1: Use normal paste options to link Excel data to PowerPoint 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.
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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. > Discover 8 Ways to Make Beautiful Financial Charts in Excel 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 memorandum, portfolio reviews, and more.
