Automate Excel pivot tables and Power Point charts
On this occasion we will see how to connect our Dynamic tables of Excel and the graphics to our Power Point presentations. A very useful option when we have to present constant reports.
Normally in our jobs it is common for us to have to submit reports weekly, fortnightly, monthly or at a certain time depending on what we want to measure or evaluate. And generally when we create the report, what we do is paste the Excel pivot tables or graphics into the presentation.
Therefore, today we will see a solution with which it is possible to link pivot tables or charts to Power Point, without the need to copy and paste information, but instead it will be directly updated from Excel to Power Point every time we make a change or update to the our Excel chart or graph.
That is, we will only have to copy it once and from that moment on we will see how the changes made in Excel will be reflected in our report or presentation in Power Point.
Automate our reports: Excel tables and charts
To exemplify our exercise, we will have an Excel table and charts as shown in the following image. Which we'll bring into Power Point and create a link that will allow us to update the information whenever we need to.
This, as we have already indicated, will allow us to automate our reports and whenever we need them, we will not have to go through a whole process, but rather just update our data and that's it.
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The first thing we'll do is check that our table doesn't have any filters applied, and if it does, we delete the filter.
For what purpose we do this first step, because simply with the aim of pasting the table with the maximum range that it can cover and therefore we take all the information contained in the Excel dynamic table.
And now let's select the whole table, copy it and go to Power Point, once we are on the sheet where we want to assemble the table, let's do a special glue with our keyboard shortcut (CTRL+ALT+V) and we go where it says get bondso we select the option that says Microsoft Excel spreadsheet object and we tell him to accept.
Now, we would have our Excel PivotTable linked in our Power Point presentation. Now it's just a matter of organizing it, fixing it so that it looks good when the report is presented.
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Copy charts from Excel to Power Point
We would basically do the same exercise we did with the Excel table. We select our graphics, copy, go to the presentation (Power Point) and give it a special paste (CTRL+ALT+V) – Get Link – Microsoft Excel graphic object and just click OK
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What this option generates is a connection of these objects that we have just pasted into Power Point with our Excel file.
Now that we have the objects linked to our Excel, we will see what changes we make in Excel will be reflected in our report or presentation. With which we could save a lot of time in preparing our recurring reports. Where we generally have to present our figures and behavior which is generally reflected in the charts.
If you typically have to prepare a monthly report or at a given time, what you do is just style your tables, update the information, and see this change by itself. With which, you shouldn't have to copy and paste every time you need to prepare the same report.
We hope you find this resource very useful. If you want to learn more with our tutorials, we recommend you visit our blog, where we will share best practices to take advantage of the Excel tool.