creating a presentation in excel

How to create your presentation using Excel?

Hrideep barot.

• Presentation

MS- Excel, widely known as Excel, is famous for its spreadsheets and data handling. But little has been explored of this wonderful software other than the standard features.

Do you know that you can create and give your presentation using Excel? Are you curious of how to create a presentation in Excel?

Read till the end to get familiar with the steps and bonus tips in the end!

This is our game plan for this article.

Is excel presentation a good choice?

Step 1: choose a template, step 2: create slides, step 4: remove the grids, add a background picture, add colors to your data, font size matters, make use of cells, title slide, conclusion slide, product sales, comparative analysis, financial resolution or budget proposal, who all can benefit through excel presentations, does excel have presentation mode, how to export excel presentations.

Now, you might wonder: how can a simple spreadsheet be made presentable, especially a business report or pitch?

Well, using Excel might be more advantageous than you think. Here’s why:

Although PPT or PowerPoint Presentations gives a wide variety of options and templates to choose from, it can sometimes be too stretched out or contain lots of information that can be overwhelming.

Often, the main agenda of the presentation gets blurred, as we tend to emphasize and explain each and everything on the PPT.

If you want to give a crisp, short and effective presentation, then consider going for an Excel presentation.

There are fewer chances of your audience losing focus, as you emphasize only the needed information, especially if you are presenting a business report.

You will also save time of giving and making your presentation.

Now that you know why Excel is a good choice, let us see how we can use an Excel sheet in a presentation.

Creating a presentation in Excel

Creating a presentation in Excel can be the easiest way of making a presentation.

Follow these steps to make your presentation in excel:

The first step is to choose a template that goes with the aim of your presentation.

If your aim is to give a business presentation, you can go for templates like the ones seen in the above picture.

If you aim to present a business idea or budget, then you can choose templates such as planner and checklist or expense budget.

Choosing the right template would make things easier for you and your audience.

You might wonder how can I possibly create a slide in excel? Isn’t that a feature of PowerPoint?

Well, the idea is to create one similar to PowerPoint.

By using the sheets as slides, one can easily create an impactful presentation.

Make sure to name the sheets, and arrange them in order to give a smooth presentation.

Step 3: Organize your data

Now enter your required data and arrange it.

Simply select the required data by pressing the SHIFT key and use the ARROW keys to select.

Then, click on the Insert option from the menu tab and click on the Recommended Charts.

Now, select the type of chart you want.

Here are some possible options:

If you have data that depicts a financial report, and you want to explain the profits annually, then go for Line Graphs.

Remember to name your chart. You can click on the chart title to rename it.

If you want to present a monthly report on the expenses, then go for a pie chart.

Pie charts fit well when you present on a single aspect or topic.

Tables work for almost all purposes.

However, the information presented needs to be simple and short.

You can do this by making colored tables.

You can select your data, and from the Page Layout option from the menu, browse the themes and colors.

Go for lighter tones, as they look aesthetic and professional as well.

Also, the audience won’t find it difficult to read the data, which can happen if you use darker colors.

One of the main features of Excel are the grids, i.e., rows and columns.

Our last step is to get rid of the grids, as they can distract the audience and you may also run the risk of giving a shabby presentation.

To remove grids, go to the Page Layout option in the menu tab and unselect or uncheck the boxes under Gridlines and Headings.

After this step, your presentation would seem as if it was made using a PPT!

Tips for making a creative and professional presentation using Excel

Level up your presentation by setting a background picture in your Excel sheets!

In order to do this, go to the Page Layout and click on Background.

You can choose any of your saved pictures or choose from almost infinite options by searching one.

After you choose your picture, click on insert and your background picture is ready!

Last step is to remove the gridlines for a clean presentation.

You can also remove Headings and Formula Bar by unchecking them from the View tab.

It is quite a task to locate and understand data when everything is of the same color.

In other words, when you have a single color, say white, the audience would be busy tallying the data from right to left and not be able to concentrate on your presentation.

To resolve this issue, make your tables with two color tones.

You can choose them from Themes in Page Layout.

Here is the final result:

This table would take less time to locate the data in one row, as the color makes the task easy!

I bet you took some time to read this, especially if you are looking from a laptop or PC.

Did you feel any difference?

Your eyes were strained as you tried to read what was written.

Hence, make sure to have a decently larger font for making your information visible to everyone as not everyone sees your presentation from the same proximity as you.

If you don’t want a background picture, you can go for an image.

For adding an image, go to Insert and click on Illustrations.

You can add pictures, shapes, icons, 3D models and many more.

Remember to uncheck the Gridlines and Headings, before adding the images.

Cells in a spreadsheet can be used in creative ways.

Apart from entering data and doing calculations in a breeze, they can be turned into text boxes!

So make use of them as far as you can.

You can add in the main heading in the first sheet along with a background picture.

You can also use cells for short descriptions or notes below the tables or data for better comprehension for the viewers.

This is very important for all types of presentations and not just for Excel.

The main reason to categorize is to avoid “data dump”.

This happens when you put in too much information in one chart or sheet.

You might get confused or zoned out while presenting, and it is overwhelming from an audience’s perspective as well.

So, divide your data into various sheets and name them, ensuring they are in right order.

Doing so will also give your presentation a better clarity.

Sample Excel presentation

Suppose you are from the Sales department and are asked to give a presentation to the senior executives about the current vaccination drive status and future prospects.

Considering the period to be Jan-June 2021, here is a possible sample of how you can go about giving your presentation using Excel:

Here you can talk about your views on how the organization should carry forward the vaccination drive, and give suggestions on how to do it more efficiently.

What are some good Excel presentation topics?

Excel is a good medium to present product sales. The sample presentation above is a type of product sales.

It gives the organization a clear idea of the direction of the sales of a product and planning further marketing strategy.

If you have just begun your journey as an entrepreneur or are in the sales and marketing field, here is a useful article for you to enhance your skills of giving a business pitch to your clients! Pitch Perfectly: Crucial Public Speaking Tips for Startup Founders

Some topic ideas for product sales can be:

• Annual product review in XYZ branch
• Sales review of XYZ product
• Review of top-selling products in XYZ zone
• Sales promotion review 2020-21

Comparative analysis can be presented using Excel most effectively.

You can show data in simple charts and graphs, and compare the metrics using parameters such as time( weekly, monthly, annually) or regionally( within a company or branch, across branches, or internationally).

Some topics you can consider:

• Comparative analysis of student population taking XYZ stream/course
• Analyzing weekly donations to XYZ foundation
• Regional analysis of reported crimes in XYZ state
• Health and hygiene: A correlational study

Excel is a go-to application when it comes to finances.

With its easy tools and graphics, you can present budget proposals and financial resolutions with utmost ease.

You can consider these topics:

• FDIs for the year 2018-22
• Shares review 2020-21
• Annual review: Financial department
• Funds report: XYZ branch 2020-21

Although Excel is a great tool, it is not suitable for every type of presentations and professions.

It is an excellent medium for those engaging in quantitative data such as:

• researchers
• sales and marketing
• data analysts
• corporate executives
• logisticians, etc.

You can present your data in full-screen mode or presentation mode in Excel!

To do this, go to the View tab and select Full-screen mode, or press CTRL+ SHIFT+F1.

To go back to normal mode, right-click and choose the close full-screen option, or click on the three vertical dots on the top of the screen.

To export your Excel presentation, follow these steps!

STEP 1: Go to Files tab and select Export option.

STEP 2: In Export, click on create PDF/XPS document and name your file.

STEP 3: Click on Publish. Done!

Although we went through the steps of making an Excel presentation, do not leave the other aspect out!

Your body language and delivery style also matters!

If you are confused on what approach to take regarding body language while giving a speech, follow this article! To walk or stand still: How should you present when on stage?

For preparing your voice, follow along How to prepare your voice for a speech: Step-by-step guide .

We took a look into the steps for creating a creative and effective Excel presentation in just 4 steps!

Hope that the steps and tips would make your next Excel presentation a success and completely reinvent the way Excel is seen!

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Microsoft Excel

11 minute read

11 Best Excel Presentation Tips in 2024

Brandon Pfaff

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There’s more to a spreadsheet than just the numbers on the page. It is equally important to make your spreadsheets look professional, easy to read, and visually appealing to your viewers.

The same way a lawyer with a crooked tie and disorganized papers might raise an eyebrow in court, your Excel presentation won’t hit the right marks with your audience if it looks clumsy and bland, no matter how many hours of research goes into making it or how important the information contained within it is.

Whether you are creating a spreadsheet for personal use, to pass information to your team or share with your project manager, the secrets locked away in this post will be of immense use to you. Let’s take a look at the best Excel presentation tips to help you create standout spreadsheets .

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1. Get a template online

If you are a busy person, and you cannot fit an Excel presentation design into your schedule, enter the ex machina: pre-made Excel templates. You can choose from an array of purpose-specific templates with beautiful designs, fonts, and colors. Simply enter your values to customize it, and you are ready to go.

Of course, using a template means you will not get better at designing things yourself. If getting things done is your priority instead of getting better at designing presentations, then, by all means, use a template and be done with it. On the other hand, if you want to know how to make your Excel presentation better on your own, then find someone to teach you or stick around until the end of this post.

Check out our 50 best Excel templates to make your life easier  and our  33 Excel business templates for workplace productivity .

2. Name your worksheets correctly

Excel presentation is all about clarity. For this single reason, the importance of a correct and reliable project or worksheet name cannot be overemphasized. It could be a sentence, a phrase or just a word. Just make sure it is easy to understand by you or by anyone you will be sharing the file with.

You also must make sure it is distinct from the names of other worksheets stored on your computer. After all, what is the use of all the tips you will learn here today if you will not be able to find the worksheet you applied them on?

3. Define your header/title

Your header and title can be anything but it needs to stand out. Your header must be able to speak to the reader and make the reader know at first glance what the header is.

To do this, try a larger font for your header, underline and embolden it. You should center align it and use a different font color. It has to stand out but also blend with the template color scheme and overall aesthetic look. You can also use a different readable for your header. Just remember, we want to make it distinct, not isolated.

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4. Dos and don'ts of fonts

Full transparency: Fonts make or break your spreadsheet. Always use a uniform font for your data, you can use the same font for your header or you can change that of the header. You can use three fonts in a single presentation and that is the recommended maximum, else you would be pushing it. In this case, less is infinitely better.

These are the guidelines to follow in selecting the right format for your font.

Here is a quick tip, fonts of the sans-serif group are the best for your Excel spreadsheet if readability is your goal. Calibri, Helvetica, Arial or Playfair are few examples. If used with the right alignment, spacing, and color, they can bring out the best in your Excel presentation.

This ultimately depends on your presentation but officially, font 12 is often advised with double spacing to improve readability. As stated earlier, the header font can be larger. The headers should be larger than sub-headers which in turn should be larger than data fonts.

You want to create a sharp contrast between the text color and the background colors e.g. a light color text on a dark background and vice versa. This is where the "zebra stripes" rule comes in, which will be discussed later in the post.

People don’t often use the alignment tool in Excel. If you want to make your presentation look beautiful and business-like , you will need to maximize the alignment feature.

5. Create space for breathing room

When you see tightly packed, clumsy or wordy text or spreadsheet, your brain automatically gets tired of reading it before you even start. But when there is breathing space and the spreadsheet is divided up into categories, it becomes more pleasant to the eyes and ripe for interpretation by the brain.

This brings us to the B2 rule. Try to start your presentation on column B, row 2. Leaving the A column and the first row blank. It works like magic. You should also make sure that the column and row dimensions are the same.

Additionally, don't autofit the height and width of your document. You need to have flexibility and creative control of your workspace. Instead, manually adjust the height and width so that they have just enough white space but not too much to give your presentation some breathing room and improve readability.

6. Add an image

Whether it’s a photograph, an artistic sketch or your logo, images go a long way in making your spreadsheet better. Images make your presentation look official and possess the professional feel in many of the beautiful presentations you have seen. Pictures speak a thousand words. While Excel is not designed to accomplish the kind of presentation you can make in PowerPoint, a picture will help you to drive the point home and make your presentation memorable.

7. Go off the grid

Do you know that erasing all grid lines apart from those of your result will have people asking how you did it and if you used the same Excel software they use? Try it today. In your spreadsheet

Go to the View tab on the ribbon.

• Under the Show section, uncheck the box next to Gridlines .

8. Zebra stripes: Excel jungle law

Zebra stripes are alternating dark and light colors on rows lying on top of each other. This helps in a number of ways. First, it has this aesthetic feel that makes your work seem orderly, especially if you are displaying hundreds of rows of data. Second, it helps correlation and readability. A reader can track a row from the right-hand side to the far left and not lose track of what row his or her eyes are set upon.

You can zebra stripe using many methods. When you create a table in Excel, by default this will be zebra striped (Tip- select your data and use the shortcut Ctrl + T on a PC or ^ + T on a Mac to quickly create a table). On the Design tab, under Table Styles, you can change the color and style of your zebra stripes.

It can also be done using a formula in conditional formatting if desired. Conditional formatting is done by highlighting values that satisfy certain requirements (e.g. all odd-numbered rows). It can be copied from cell to cell using the painter tool in the Home toolbar.

9. Use charts, tables , and graphs

Most presentations are incomplete without some form of visual representation. Whether table, graph or chart, you need to visually represent your raw data in mediums that would be understood in a single glance. Charts, graphs, and tables should not be underestimated, especially if you have cumbersome data spanning many columns and rows.

In the Excel ecosystem, the chart, graph, and table features are like symbiotic siblings. You need them to bring out the beauty in the brevity of your work.

10. Create cell styles

Excel has many preset cell styles but you can create your own custom styles that will be more customized, and easier to use and edit because you created it. This is actually an alternative to getting a template if graphics consistency is your goal. After creating a beautiful spreadsheet with the above information, you can save the style so that you can apply it to future presentations.

Now your presentation is perfect with the right feel and style. Simply highlight the cells with your design for saving, then go to the Home toolbar, click on "more" at the base of the style gallery, then select "new cell style". A style dialog box will open, name the style, edit its properties and save.

If it isn't broken and it works efficiently, why change it? You can, however, add a touch of variability by changing the color palette from time to time.

11. Show restraint

You have learned all of these tips and you are ready to start your presentation -  be careful of overdoing it. Use color sparingly and don't combine too many tips at once. You need to tread the fine line between underwhelming and too much to find the "just enough" middle ground. Make sure your presentation is perfectly balanced, as all things should be.

Ultimately, the way your Excel presentation turns out depends on how well you communicate your data to your audience. Although, it does help to know the psychology of colors, good fonts. Browse beautiful spreadsheet presentations online to figure out what the "best" looks like. But at the end of the day, the ball is in your court and we hope that your dedication to practicing, sharpening and perfecting your presentation skills in Excel will be rewarded with cheers.

Ready to design your own Excel presentations?

If you would like to sum up the data on your Excel spreadsheet so that its insights are conveyed in a straight-forward manner, then follow this step-by-step guide. You’ll end up with a presentation that summarizes your data in a way that’s painless to analyze.

If you’re eager to brush up on your Excel skills, check out our Excel course and master the fundamentals to boost your productivity.

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Brandon is a full time CPA specializing in all things tax. When he is not serving clients, he enjoys spending time with his wife and son, real estate investing, and sipping fine bourbon.

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Excel Visualization: A Guide to Clear Data Presentation for Beginners

I once struggled with dull data tables.

Numbers clustered in rows and columns become a blur. But with Excel visualization , you can empower your audience to make informed decisions based on the data presented. Excel charts and graphs replace chaos, revealing patterns and trends.

Convey ideas efficiently with the right visual. It’s not just about creating a chart; it’s about making data understandable and engaging.

In this article, I’ll guide you step-by-step on transforming your Excel data into insightful visuals.

Let’s get started!

Table of Contents

Understanding the Basics of Excel Visualization

Excel provides various visualization options, whether 2D or 3D versions, standard, stacked, or 100% stacked options. It’s all about finding the right fit that best represents your data and message.

The Excel Charting Interface

Let’s start with creating a chart in Excel.

When you click on the Insert tab in Excel, you’ll see various chart types that you can use to visualize your data.

The Excel charting interface provides a wide range of options, from line and area charts to bar and column charts. When you click on a chart, the ‘ Chart Tools ’ contextual tab provides additional features for customizing your charts.

Types of Data for Visualization

Excel visualization data can be broadly categorized into numerical, categorical, and time-series data.

• Numerical data includes values that can be measured, such as sales figures or temperature readings.
• Categorical data includes information such as names, labels, or groups.
• Time-series data involves values measured over time, such as stock prices or website traffic.

Excel offers different chart types depending on your data type.

Selecting the Right Chart Type

Selecting the right chart type is half the battle for effective data visualization in Excel.

Pie charts are best for part-to-whole comparisons. Use line charts for time series or trends. Bar or column charts are the most suitable for categorical comparisons.

However, consider more advanced chart types for more complex data sets.

Scatter plots are excellent for correlation analysis , while histograms and box plots are ideal for distribution analysis of quantitative data.

It’s all about understanding your data and determining the best way to display it.

Steps for Visualizing Data in Excel – Creating Basic Charts

Creating basic charts in Excel is a fundamental skill for anyone looking to present data in a visual format.

Excel offers a variety of chart types, each with unique properties and use cases. The key to successful chart creation in Excel is understanding these different chart types and knowing how to present your data most effectively with them.

Organizing Your Data

Before you dive into creating Excel charts, it is crucial to organize your data correctly . 

Well-organized data will make the charting process easier and the resulting charts more meaningful. Ensure your data is clean, error-free, and arranged clearly and logically.

This will make it easier to select the data for your charts and create visuals that effectively communicate your data analysis results.

Pie and Donut Chart

Pie charts are popular for showing the proportion of different categories within a whole. While visually appealing, they are often misused and can lead to misleading interpretations.

Generally, they are most effective when comparing a few categories representing parts of a whole.

On the other hand, donut charts are a variation of pie charts with a hole in the middle (as the name implies!). Like pie charts, they can display multiple data series, but they should be used sparingly.

To create a pie chart in Excel:

• Select the data you want to visualize
• From the “ Insert ” tab, choose “ Pie ” from the chart options.
• You can customize your chart by changing the colors, adding labels, and adjusting other settings in the “ Format Chart Area ” pane.

Here’s a video guide on how to create a donut chart:

Line and Area Chart

Line and area charts are handy when dealing with time-series data . These charts plot data points on a graph and connect them with a line, allowing you to see trends over time. 

Check out this video for a step-by-step guide on how to create a line chart:

One of the business essentials when working with line and area charts is customizing the axis and gridlines. This can help make your chart more readable and meaningful .

The “ Format Axis ” pane allows you to customize the axis labels, adjust the scale, and add gridlines.

Column and Bar Graph

Bar and column charts are Excel’s most commonly used chart types. They are excellent for comparing different categories of data.

While bar charts and column charts are often used interchangeably, there is a difference: A bar chart presents data horizontally , while a column chart presents data vertically . This distinction can influence how easily your audience interprets the chart.

You can also choose between a stacked or clustered bar and column chart layout.

In a stacked chart , data series are stacked on each other, while in a clustered chart , they are placed side by side.

To create a bar or column chart:

• Select the data
• Then choose either “Bar” or “Column” from the chart options in the “ Insert ” tab
• Remember to format the chart and the axis labels to make the chart easier to understand

Advanced Charting Techniques

In this section, I’ll describe how to present complex data in a visually appealing and easily understandable format. Since each dataset is unique, treat these charts as ideas for meaningfully presenting your data.

Combination Charts

This type of chart combines the features of line and column charts, allowing you to present mixed data more comprehensively.

For example, when you have a target and actual data for comparison , a combination chart can be the perfect tool for visualization.

Clicking the Chart Design tab on the ribbon allows you to change the chart type and create a customized combination chart.

This allows you to have your target values in columns and the actual values marked along the line, which provides a clearer visualization of your data.

Trendlines and Data Analysis

Another essential feature of Excel charts is the ability to add trendlines. These can be linear, polynomial, or moving average trendlines.

A trendline graphically displays trends in your data , and you can extend it beyond the actual data to predict future values.

Along with trendlines, interpreting R-squared values is also crucial in data analysis. This will help you understand the relationship between your dependent and independent variables, thus enhancing your analysis results.

Check out our detailed how-to post on adding trendlines to Excel charts .

Conditional Formatting in Charts

Conditional formatting is another advanced charting technique in Excel that can enhance your data visualization. You can also add data bars, color scales, and icon sets.

These features allow you to customize your charts based on certain conditions, making it easier for your audience to understand your data. Applying these formatting options enables you to create more engaging and visually appealing charts for your data presentation.

Creating a Tornado Chart in Excel

Tornado charts are particularly effective when comparing and contrasting different variables . A well-crafted tornado chart can help you visualize how changes in several factors can impact a specific outcome – for example, the impact of inflation on NPV and IRR results.

Here’s a video showing you how to create a tornado chart:

Designing a Funnel Chart in Excel

Funnel Charts in Excel are highly effective tools for monitoring sales processes or any other process that narrows down over time.

Here are two quick methods for designing funnel charts in Excel:

Building a Waffle Chart in Excel

Waffle charts, also known as square pie or waffle bar charts, are a great way to visualize individual data points compared to the whole data set. They are a fun and engaging way to present percentages or proportions.

Here is a simple method for creating waffle charts:

Data Visualization Tips – Enhancing Chart Aesthetics

The aesthetics of your Excel chart play a significant role in how effectively your data is communicated.

A visually appealing chart is easier to understand and engages your audience. Enhancing chart aesthetics involves working with various chart elements and features, such as colors, styles, and data labels.

Adding data labels, for instance, provides additional information on your chart, making it easier to interpret.

Besides, you can customize the chart’s colors and styles to match your presentation theme or company branding.

Check out this post for more information on good dashboard design principles .

Working with Chart Elements

Working with chart elements can significantly improve the readability and effectiveness of your data visualization.

Some key chart elements you can manipulate include titles, legends, and data labels.

• Data labels provide additional context to your data and can be customized to suit your chart
• Modify axis labels and gridlines to adjust their appearance and improve readability. Check out this video on how to add gridlines to your Excel charts:

These chart elements can enhance your aesthetic appeal and make your data easier to interpret.

Customizing Chart Colors and Styles

Spicing up your Excel charts is easier than you think.

The ‘ Chart Design ‘ tab in the Excel ribbon allows you to alter your charts’ aesthetics significantly.

Navigate to the ‘ Chart Styles ‘ section, and you’ll see various styles for your chart. 

Looking for a bit more customization? No problem! Simply click the ‘ Change Colors ‘ dropdown and choose a color scheme.

You can use Excel’s preset color schemes or create a custom color palette for brand consistency. Minor visual changes can significantly affect your chart’s overall look and feel.

3D Charts and Effects

Adding a third dimension to your charts can make them pop . But be careful.

While 3D effects can add a specific wow factor, they can also lead to misinterpretations of your data if they are not used properly.

To add 3D effects to your charts, click the ‘ Chart Styles ‘ and choose a style with 3D effects. 

Remember, though, that 3D effects should be used sparingly and only when they can enhance the understanding of the data. Overuse of these effects can lead to cluttered, confusing charts. When it comes to 3D effects, less is often more .

Advanced Excel Graphics

Beyond the basic charts, Excel offers advanced graphics capabilities to take your data presentation to the next level.

This includes using Sparklines, shapes, and icons, among other features.

Sparklines are mini-charts within individual cells, each representing a row of data. They give a quick snapshot of trends, helping you understand your data at a glance.

Excel offers line, column, and win/loss types of Sparklines that you can add with the Quick Analysis tool.

Using Shapes and Icons

Remember to appropriately format these shapes and icons to convey the right message and not distract from the data.

Portraying a Story Through Data

Excel visualization is not just about creating charts or diagrams; it’s about telling a story with your data. This is where the concept of data storytelling comes in.

It’s about using visualization tools to highlight key points and trends in your data, making it easier for your audience to understand and absorb.

It’s not unlike creating a plot in a novel where rows and columns of data are the characters, and the chart is the narrative arc. Every element should convey your story effectively and compellingly, from simple bar charts to intricate trend analysis.

Exporting and Sharing Your Visualizations

Once you’ve created your data visualization in Excel, it’s important to know how to share it! This involves exporting the visual representation of data in a format that others can easily access.

Whether you’re sharing a simple bar graph or a complex infographic, the export method will depend on the intended use of the chart/graphic.

This process can be as simple as saving your chart as an image or embedding Excel visuals in PowerPoint presentations and documents.

Saving Charts as Images

One of the simplest ways to share visualizations is by saving them as images .

To do this, right-click the chart and select ‘Save as Picture.’ Several image formats are available, each with its uses.

For instance, JPEG is great for photographic images, while PNG is ideal for images with transparent backgrounds. However, it’s important to consider the resolution of your image. High resolution is crucial for clear, crisp images, especially if they’re intended for print.

Embedding Excel Visuals in Presentations and Documents

Embedding them in presentations and documents is another way to share your Excel visualizations.

This can be done in two ways: linking and embedding .

• Linking refers to connecting the original Excel file and the document where it’s inserted. Any changes made to the original file will automatically update in the document (assuming the link isn’t broken ).
• Embedding involves inserting a copy of the chart into the document. While this won’t update automatically, it ensures that the chart will always be available, regardless of the status of the original file.

Both methods have advantages and should be chosen based on your specific needs.

Frequently Asked Questions

What are some common mistakes for beginners to avoid in data visualization with excel.

Common mistakes include overcrowding the chart with too much data, using inappropriate chart types, neglecting to label axes or data points clearly, and choosing colors or styles that reduce readability.

What are the best practices for presenting Excel data visually to a non-technical audience?

Focus on simplicity and clarity .

Use straightforward chart types, avoid technical jargon, and highlight key takeaways. Ensure your charts are well-labeled, and use annotations or callouts to draw attention to important data points.

What are some resources to learn more about Excel visualization? 

For more tips and tricks, visit my YouTube channel . Alternatively, look at Chandoo’s training, where I learned many excellent dashboard design ideas.

Can Excel visualization help in career development?

Absolutely! Proficiency in Excel visualization is a valuable skill in many industries.

It’s especially relevant in fields like data science, finance, marketing, and others involving large amounts of data. Effectively communicating data through graphical representation can give you a significant advantage in your professional journey.

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• Charts and Graphs , Excel Howtos , VBA Macros

Create PowerPoint Presentations Automatically using VBA

• Last updated on May 20, 2020

This is a guest post by Drew Kesler. 

You’ve been there before. It’s almost 5:00, and you are going crazy trying to finish the presentation due for a monthly performance meeting the next morning. The model is refreshed, and now it just takes a LOT of copying, pasting, and positioning to get the PowerPoint ready. Finally, the slides are finished…, until you read a new message from your boss requesting a minor change. But of course her change means you have to start all over with the copy and pastes…

There is always a better way! In the Oil and Gas industry, I constantly have monthly reports to assess the performance of our operating assets. Excel VBA makes it a cinch to automate the entire process. So when a simple change is requested, the presentation is automatically generated with the click of a button. No more wasting time!

So, here it is – How to Save TONS of Time by Using an Excel VBA Macro to Build Your Presentation:

1. Build your charts in Excel

3. Open VBA. To do this, you can either press ALT + F11, or you can take the following steps:

7. Now all you need to do is go to Excel and run the CreatePowerPoint macro! To make this easy, draw a rectangle shape in your Excel worksheet which contains all the charts you want to export to PowerPoint.

Download the Example Workbook & Play with this Macro

Click here to download the example workbook and play with the macro .

Note: If you have an error with Power Point application activation, use this code instead.

Thanks Drew

Thank you so much Drew for writing this insightful article and showing us how to automate PPT Creation thru Excel VBA. I have really enjoyed playing this idea. And I am sure our readers will also like it.

If you like this technique, say thanks to Drew.

How do you Automate PPT Creation?

During my day job, I used to make a lot of presentations. But each one was different. So I used to spend hours crafting them.

And nowadays, I hardly make a presentation. But I know many of you make PPTs day in day out. And this technique presented by Drew is a very powerful way to save time.

Do you use macros to automate creation of presentations? What are your favorite tricks & ideas? Please share using comments.

Learn More VBA – Sign-up for our VBA Class Waiting List

Chandoo.org runs a VBA Class that teaches you from scratch, how to build macros to save time & automate your work. We opened our first batch in May this year and had an excellent response. More than 650 students signed up and are now learning VBA each day.

If you want to learn VBA & advanced Excel, this is a very good class to join.

Click here for full information on VBA classes .

About the Author:

Drew Kesler specializes in process automation and data visualization. He currently performs analytics and modeling for the Oil and Gas industry. His most recent projects include using GIS mapping technology to visualize data and enhance interaction across organizations.

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• Category: Charts and Graphs , Excel Howtos , VBA Macros

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How-to create dependent drop downs in excel [dynamic & multiple], 212 responses to “create powerpoint presentations automatically using vba”.

Hmmm...whilst that'd be very handy sometimes, I've often found it's quicker and easier to simply link the charts to a PowerPoint, meaning that any time you update the chart, you update the PPT too.

Wondering if there is a way to actually use excel slicers while in PowerPoint Presentation mode. I figured out how to incorporate the slicers into the PPT but when you switch to presentation mode, you can't click on an fields to change the details. Anyone know if this can be done?

we have prepared a simple and useful solution for that issue. Check the following video, where its presented: http://www.youtube.com/watch?v=inBBlpd9qQ4

You will find the contact information and we will provide you that Add-in.

Than really saves you a lot of time!!

I want to create a ppt but to take each chart and table from every sheet. how can I do it?

question 2: If my ppt already exists and there has been a change in the data, I need the charts and tables to only update in my ppt. how do you suggest I solve it?

Hey here is a "cool" VBA-Code to create on the first slide thumbnails of all slides ! Regards Stef@n

Sub thumbnails() Dim strPath As String Dim i As Integer Dim n As Integer Dim sld As Slide

strPath = ActivePresentation.Path n = ActivePresentation.Slides.Count

ActivePresentation.SaveAs FileName:=strPath & "\Test.png", _ FileFormat:=ppSaveAsPNG, EmbedTrueTypeFonts:=msoFalse Set sld = ActivePresentation.Slides.Add(1, ppLayoutBlank) For i = 1 To n sld.Shapes.AddPicture FileName:=strPath & "\Test\slide" & i & _ ".PNG", LinkToFile:=msoFalse, SaveWithDocument:=msoTrue, Left:=i * 30, _ Top:=i * 30, Width:=144, Height:=108 Next i End Sub

Hi, I can't make it work. 🙁 I get the error 424: Object required. I suppose this is because of an object library is not properly referenced, but which?   Thanks!

I too am getting this error and can get the sample file to work. This would be great for a project I am currently working on.

It is not clear to me from the trailing posts if the problem with the above not working has been fixed. However, the slightly modified code below works with Office 2010 (Powerpoint), and produces a slide with thumbnails (iMaxSlidesHorizontal (8) to a row).

Sub thumbnails()

Dim iFullHeight As Integer iFullHeight = 0 Dim iFullWidth As Integer iFullWidth = 0

Dim iHeight As Integer iHeight = 108 Dim iHSpacing As Integer iHSpacing = 10

Dim iMaxSlidesHorizontal As Integer iMaxSlidesHorizontal = 8 Dim iVSpacing As Integer iVSpacing = 10 Dim iWidth As Integer iWidth = 144 Dim n As Integer n = ActivePresentation.Slides.Count Dim strPath As String strPath = ActivePresentation.Path

Dim sld As Slide Dim i As Integer

Dim iSlidesHorizontal As Integer iSlidesHorizontal = 0 Dim iSlidesVertical As Integer iSlidesVertical = 0

ActivePresentation.SaveAs FileName:=strPath & "\Test.PNG", FileFormat:=ppSaveAsPNG, EmbedTrueTypeFonts:=msoFalse Set sld = ActivePresentation.Slides.Add(1, ppLayoutBlank)

For i = 1 To n

sld.Shapes.AddPicture FileName:=strPath & "\Test\slide" _ & i _ & ".PNG", _ LinkToFile:=msoFalse, _ SaveWithDocument:=msoTrue, _ Left:=iSlidesHorizontal * (iWidth + iHSpacing), Top:=iSlidesVertical * (iHeight + iVSpacing), _ Width:=iWidth, _ Height:=iHeight

iSlidesHorizontal = iSlidesHorizontal + 1

If iSlidesHorizontal >= iMaxSlideHorizontal Then

iSlidesHorizontal = 0 iSlidesVertical = iSlidesVertical + 1

this code says runtime error 429 ActiveX component cant create object. can you please help

@ steve i agree ! regards Stef@n

On occasions I have to create a large number of photo sheets for inclusion in a report. That is, a page with one or two photos and a description. Using a list in an excel spreadsheet that gives the file name for the photo and a description I written a macro to generate a powerpoint presentation that can be saved as a pdf or printed out. Any changes to photo or description are simple to do in the list.

Datapig had a similar method.

http://datapigtechnologies.com/blog/index.php/creating-a-powepoint-deck-in-excel/

This works in 2003

I downloaded the example spreadsheet in Create PowerPoint Presentations Automatically using VBA. Excel says this file is not in Excel format even though it has an .xls extension. I am using Excel2003. Any ideas?

How do you copy charts from excel into PowerPoint as ChartObjects (not metafile or linked image)? In excel 2003 we had the graph engine which enabled us to paste the chart data into Graph.DataSheet. Whats the equivalent in Office 2010??

I have a few large presentations (~300 slides). My approach was to make a chart for every possible permutation, then link them all into PowerPoint. The powerPoint works like a website, so the user can click around to get to the chart they are interested in within 1-2 clicks.

Unfortunately, this approach doesn't seem to work in Office 2007. First, it takes forever to update the links, if it does it at all. Second, once they are updated, when you go into slide show view in PowerPoint the fonts are all fuzzy (I've looked into this and it has something to do with the way PP07 scales the slides). There appears to be no solution to this so now I need a new approach...

I've tested the following approach a little and it seems to work. I have a sub that exports all the charts out as images:

Sub Export2Image() Dim oCht As ChartObject Dim flPath As String, fName As String Dim ws As Worksheet Dim cs As Chart Dim i As Long flPath = "C:\Excel\Exports" 'Put files in this folder ChDir flPath For Each cs In ActiveWorkbook.Charts i = i + 1 fName = cs.Name & i & ".jpg" cs.Export Filename:=fName, FilterName:="jpg" Next For Each ws In ActiveWorkbook.Worksheets For Each oCht In ws.ChartObjects i = i + 1 fName = ws.Name & i & ".jpg" oCht.Chart.Export Filename:=fName, FilterName:="jpg" Next Next

'MsgBox ("All workbook charts have been exported as images to ") & flPath & ".", vbOKOnly

Then in PowerPoint I link to the image on the file server. The only problem I've noticed is some of the charts have the little red "X" in the corner, but it goes away after a second or two. Though this approach seems to be viable, I am open to other suggestions. I tried the code above, but it doesn't really work for me because I have set slides with set text, I only need to update the chart.

@GrahamG : Can you share a file and procedure as you mentioned on your comment?

@Drew: Wow thanks for sharing the info...you're a life saver.

Can someone post on how to modify the VB script for the case below:

If you have a mixture of Chart and Picture in your workbook or if you have pictures only.

Meaning the presentation should be created using the pictures from excel the excel workbook, with comments as on the example sheet ofcourse.

Please help!!!

Thanks Drew, Its really useful code to work on powerpoint. If we can export it to excel again it may be awesome.

My choice is steve's because most ofthen than not you have made other customization on the powerpoint slide/chart.

But it is great to know new technique.

@Donald: Use the CopyPicture method. For example, if you go into drew's code, you will see the line: ActiveChart.ChartArea.Copy Change that to the following line: Sheet1.Range("A1:I19").CopyPicture xlScreen, xlPicture ------------------------------------------------------------------------------ Note that when you run the program it copies the contents of A1:I19 onto your presentation from Sheet1. Hope that helps!

Here's a link to the CopyPicture method: http://msdn.microsoft.com/en-us/library/bb148266.aspx .

Also, I've used and much prefer Drew's method overall. If your PowerPoint presentation is a report, then linking to the data source isn't always best when you need to send the presentation to your client or to another office branch, both of which might be outside of your network. Furthermore, generating a new presentation upon changes effectively creates an historical record. And finally, creating a presentation that isn't linked to the data source "walls off" your actual data such that nefarious and reckless can't harm it!

nice post. I have done something similar on my blog:

http://www.clearlyandsimply.com/clearly_and_simply/2010/03/export-microsoft-excel-dashboards-to-powerpoint.html

I thought you might be interested.

Along the same lines: I also had an article describing how to export a Microsoft Project Gantt chartto PowerPoint.

The interesting part of the Project VBA export procedure is the fact that it does not export the Gantt as a picture. It rather creates a project plan in PowerPoint consisting of PPT objects like textboxes, rectangles, triangles and diamonds. You can format, align, rearrange, group and resize them, add annotations, delete single items, etc. in PowerPoint.

This may be a bit off topic, because Chandoo.org is a Microsoft Excel blog, but if you are using Microsoft Project, too, you may want to have a look:

http://www.clearlyandsimply.com/clearly_and_simply/2009/03/gantt-charts-are-learning-to-fly.html

thanks for sharing the trick. However, is it possible to export in a chart format instead of picture format?

@ drew, THANK YOU for sharing, and starting this thread. @ everyone else, yes there are different ways of doing things. Sometimes your solutions would be better than drew's and sometimes drew's will be a better method. thanks for sharing your solutions @chandoo/hui can you make it easy to understand each option by expanding on this thread?

Select your chart in Excel, Go to PowerPoint and do Paste Special> Choose PasteLink> Choose Microsoft Excel Chart Object. You are done.

Now whenever you change your excel, just update link of Powerpoint. Your Chart will instantly updated.

hay its cool but it uses blank PPT tamplate what about using Companys own PPt Tamplet

[...] link [...]

@FINCRIBE create and save the PPT-Template as a POT-file Regards Stef@n

is it possible to modify the VBA to copy all charts from all worksheets into 1 single powerpoint file?

reason is that multiple charts are scattered across few worksheets and it'd be easier (or lazier) to copy ALL charts 😛

btw, any chance to perform similar copy-n-paste to Outlook Email (HTML)?

as u know, bosses hate to open attachments and would rather browse the charts via Blackberry!!

I've used this post to great effect already - many thanks for sharing!

I was wondering if the code could be modified so that rather than exporting charts to powerpoint, you could export a table?

noticed there is a bug/limitation.

if a chart is smaller than a powerpoint slide size, it works.

however, if a chart (or combo grouped-charts) is large, the VBA will not run.

error box: "Run-time error -2147418113 (8000ffff)': Method 'Copy' of object 'ChartArea' failed"

if i Debug, it will point to "ActiveChart.ChartArea.Copy"

@Davidlim: If you look on the earlier comments, robert posted a similar tehnique and on his example he has the chart/pic on different worksheets. When you execure the VB script it gives you option to open your existing template/file where the slide will be added last, meaning your presetation backround remains. or if you click cancel it creates a completely new presentation. on his Excel file he uses the names. Go to this link for more info and for the file download.

It's very interesting.

Thanks to all that contribute to these comments and I'm glad that through chandoo we get help. http://www.clearlyandsimply.com/clearly_and_simply/2010/03/export-microsoft-excel-dashboards-to-powerpoint.html

Hi Chandoo,

It works perfectly. Is there a way out to export tables from excel 2007 to PPT using Macros & the exported tables shld be in editable form in PPT.

Does anyone know how you would adjust the code for this to pick up a camera tool snapshot instead?

How doe we chnage the data dynamically in the PPT iteslef so that the graphs get modifed .Becuase currently it gor imported as an image .To chnage i have to go back to excel chnage teh data and again export .

Are there any way to chnage the values in the PPT and create the graph then and there in the PPT itself

Hi Pankaj, I might be too late to respond ... By now you might have got your answer as well. Modify the below: activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select to: activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture, Link:=msoTrue).Select -DG.

Love it - thanks for the tip - owe you a beer 😉

How can we do it for pictures (map objects)? Anone can help thanks in advance

Great tip and is very helpful - I have a standard company template and would like to automatically place the graphs and text into this could any one please advise how this can be done with adding to the VBA code supplied.

Many Thanks

If any body can demonstrate as I have not got my answer i.e. how to automatically place the picture (bitmap) and text associated with picture in ppt. Drew and Chandoo please help

How can use this same methond to copy range of cells?

***William - First, Use this function:

Function CopyPaste(slide, selection, aheight, awidth, atop, aleft) Set PPApp = GetObject(, "Powerpoint.Application") Set PPPres = PPApp.ActivePresentation PPApp.Activate Set PPSlide = PPPres.Slides(PPApp.ActiveWindow.selection.SlideRange.SlideIndex) PPApp.ActiveWindow.View.GotoSlide (PPPres.Slides.Count) PPApp.Activate PPApp.ActiveWindow.View.GotoSlide (slide) ' Reference LAST slide Set PPSlide = PPPres.Slides(PPApp.ActiveWindow.selection.SlideRange.SlideIndex) selection.CopyPicture Appearance:=xlScreen, _ Format:=xlBitmap PPSlide.Shapes.Paste.Select

Set sr = PPApp.ActiveWindow.selection.ShapeRange ' Resize: sr.Height = aheight sr.Width = awidth If sr.Width > 700 Then sr.Width = 700 End If If sr.Height > 420 Then sr.Height = 420 End If ' Realign: sr.Align msoAlignCenters, True 'sr.Align msoAlignMiddles, True sr.Top = atop ' If aleft 0 Then sr.Left = aleft '50 End If If Not IsMissing(drawBorder) Then

'Draw border for the shape range With sr.Line .Style = msoLineThinThin .Weight = 0.1 .DashStyle = msoLineSolid .ForeColor.RGB = RGB(0, 0, 0) End With End If ' Clean up Set PPSlide = Nothing Set PPPres = Nothing Set PPApp = Nothing End Function

THEN, this line in your code:

CopyPaste slide, selection, 200, 700, 82, 10 'this copies the Selected Range

*** IF you want a working file - please let me know if you want to know how to make this dynamic, please let me know so that I can email you the working file..

@Sai Swaroop Hey Sai, if you are still able I would really appreciate getting a working copy of that excel sheet. Thanks

Please e-mail me the working file.   [email protected]  

Please send me the working file... tq.. really need this....

I need to export a few hundred graphs from excel and put 5 to a page in powerpoint. The graphs need to be a specified size with a black border. Can anyone provide the visual basic code to accomplish this?

Hi. I am working with a project where we create several summary reports and graphs based on a set of Raw data. Up until recently we have been using a manual process to copy paste these in Powerpoint. Could someone tell me how to copy tables and graphs over several worksheets into one powerpoint presentation please? I have tried the Macro for charts and it works great but wondered if someone could show how to make it work for tables and other data on excel.

Is it also possible for the presentation to change dynamically as the raw data chagnes? Thanks, Swetha

I have the same issue as Pankaj - how can we update the code to paste it as a Chart object that can be edited in PowerPoint (linked or the Excel file or unlinked, doesn't matter). I tried replacing "ppPasteMetafilePicture" with "ppPasteOLEObject" but it's still pasting the charts as pictures. Thanks!

Hi sai swaroop i am interested in working file pls email at [email protected]

Hi Sai Swaroop,

Can you please email me the working file?

Thanks in advance. Much appreciated.

Regards, Chax. 

hey Chander,

Sent you the file.

Can you send me the working file thanks

Can you please send me the working file as I am bumping up with same errors.

Chandar &Sai,

Pls send the working file as I am bumping with invalid shapes error

[email protected]

Hi, I was able to paste the Excel chart into the PowerPoint as a chart object, but I'm having trouble editing it within the presentation. PowerPoint VBA does not seem to allow me to refer to the chart and edit the axis font, etc., but instead edits the axis font size, axis font color of the chart in Excel. I was wondering if anyone could help. This is what I have so far. Thank you!

cht.Select ActiveChart.ChartArea.Copy activeSlide.Shapes.PasteSpecial(DataType:=ppPasteChartObject).Select

'Adjust the positioning of the Chart on Powerpoint Slide newPowerPoint.ActiveWindow.Selection.ShapeRange.Width = 9 * 72 newPowerPoint.ActiveWindow.Selection.ShapeRange.Height = 5 * 72 newPowerPoint.ActiveWindow.Selection.ShapeRange.Align msoAlignCenters, True newPowerPoint.ActiveWindow.Selection.ShapeRange.Align msoAlignMiddles, True

i have 5 graphs which should pasted on the PPT in single slide...can we do it automatically?

I dont know VB scripting or macros, but from what i understand its taking a chart as a object, but i have sheet with a lot of field names & respective numeric values from formuales.

But this code does not work on that, do we need to update this code ?

Or can you provide a new code ? [that would be of gr8 help] or if its there on your website wats the link coz i was unable to find it.

I am into software testing so we deal with a lot of data & numeric values & less of charts..........plz assist

And request you to post entries specific to the filed of software testing. We are always on the look out of process enhancements which helps improve efficiency specially if its saving time for the project.

Here is how to copy past the chart as an actual chart rather than the picture. The pasted chart will be linked to the excel sheet, so any change in the excel sheet will be reflected on the chart.

'Copy the chart and paste it into the PowerPoint as linked charts cht.Select ActiveChart.ChartArea.Copy

activeSlide.Shapes.Paste ' This new pasted chart is actually linked to the excel sheet With activeSlide.Shapes(activeSlide.Shapes.Count) 'The chart that was just pasted .Left = 15 .Top = 125 End With

really cool....this website has wonderful tips and tricks :). Thank you a ton!

Can I put several graphs on one slide

How can this be done using Excel 2003? I have tried but keep getting the error: Missing:Microsoft Powerpoint 12.0 Object Library. How can I fix this?

Hey Brian. You'll need to reference the correct Powerpoint library. Like in the example above, you'll first, go into the VBA editor. From there you'll select the Tools menu item and click "References...."

Now, you should see something like "MISSING: Missing:Microsoft Powerpoint 12.0 Object Library" in the list box. De-select it. Now scroll down and look for something like "Microsoft Powerpoint ## Object Library" (where the # is a number). Most likely, if you're using Excel 2003, it will be "Microsoft PowerPoint 9.0 Object Library."

@ graham I am interested to do the same. Can you share the file/code with me? Thanks!

Hi I need to loop through all the sheets in a work book and copy all the charts from one sheet to one Slide. Could u help??

see above Sub thumbnails() Dim strPath As String Dim i As Integer Dim n As Integer Dim sld As Slide

ActivePresentation.SaveAs FileName:=strPath & “\Test.png”, _ FileFormat:=ppSaveAsPNG, EmbedTrueTypeFonts:=msoFalse Set sld = ActivePresentation.Slides.Add(1, ppLayoutBlank) For i = 1 To n sld.Shapes.AddPicture FileName:=strPath & “\Test\slide” & i & _ “.PNG”, LinkToFile:=msoFalse, SaveWithDocument:=msoTrue, Left:=i * 30, _ Top:=i * 30, Width:=144, Height:=108 Next i End Sub

im using a excel for mac 2011, and I can't get it to work - i keep getting this error: compile method or data member not found

and it highlights the PasteSpecial in the code!

can someone please let me know how to fix this?

any help would be much appreciated

Hi, did you ever get to the bottom of this ? I've got the same problem.   thanks   Paul

did you manage to solve this by any chance?

i would like to add a code to use a particular template shown in the following:   PowerPoint.Application.ActivePresentation.ApplyTemplate "C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot"

But i'm getting a 429 error, claiming the ActiveX component cannot create the object.

What else can i do please?

Below is the code I use to open up a PP template. Also, Under Tools > References, you need to make sure the Microsoft PowerPoint 14.0 Object Library is checked. 

 Dim newPowerPoint As PowerPoint.Application         Dim pptPres As PowerPoint.Presentation         Dim activeSlide As PowerPoint.Slide         Dim cht As Excel.ChartObject         Dim file As String         file = "C:\Users\jbain\Documents\PowerPoint template_Span.pptx"         Dim pptcht As PowerPoint.Chart               'Look for existing instance         On Error Resume Next         Set newPowerPoint = GetObject(, "PowerPoint.Application")         On Error GoTo 0           'Let's create a new PowerPoint         If newPowerPoint Is Nothing Then             Set newPowerPoint = New PowerPoint.Application         End If     'Make a presentation in PowerPoint         If newPowerPoint.Presentations.Count = 0 Then         Set pptPres = newPowerPoint.Presentations.Open(file)         End If           'Show the PowerPoint         newPowerPoint.Visible = True 

hi Jenn, thank you for your reply. in the Tools > Reference, i only find Microsoft PowerPoint 12.0 Object Library. How do i get hold of Microsoft PowerPoint 14.0 Object Library please?

i'm using Office 2007.

Hi Aaron, I believe you are using Office 2007 and Jenn's using 2010. Hence the difference in Object Library version. You can try using Microsoft PowerPoint 12.0 Object Library and try. Please modify: PowerPoint.Application.ActivePresentation.ApplyTemplate “C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot” to: PowerPoint.ActivePresentation.ApplyTemplate “C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot” -DG.

thank you for your suggestion. i tried the modification, and now the error claims: '429' error. ActiveX component cannot create object.

highlighsts the code: PowerPoint.ActivePresentation.ApplyTemplate “C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot”

Any other suggestions i can try please?

Sub PushChartsToPPT() 'Set reference to 'Microsoft PowerPoint 12.0 Object Library' 'in the VBE via Tools > References... ' Dim ppt As PowerPoint.Application Dim pptPres As PowerPoint.Presentation Dim pptSld As PowerPoint.Slide Dim pptCL As PowerPoint.CustomLayout Dim pptShp As PowerPoint.Shape

Dim cht As Chart Dim ws As Worksheet Dim i As Long

Dim strPptTemplatePath As String

strPptTemplatePath = "E:\DC++ Downloads\Intern\Ormax\Macro\demo template.pptx"

'Get the PowerPoint Application object: Set ppt = CreateObject("PowerPoint.Application") ppt.Visible = msoTrue Set pptPres = ppt.Presentations.Open(strPptTemplatePath, untitled:=msoTrue)

'Get a Custom Layout: For Each pptCL In pptPres.SlideMaster.CustomLayouts If pptCL.Name = "Title and Content" Then Exit For Next pptCL

'Copy ALL charts in Chart Sheets: For Each cht In ActiveWorkbook.Charts Set pptSld = pptPres.Slides.AddSlide(pptPres.Slides.Count + 1, pptCL) pptSld.Select

For Each pptShp In pptSld.Shapes.Placeholders If pptShp.PlaceholderFormat.Type = ppPlaceholderObject Then Exit For Next pptShp If pptShp Is Nothing Then Stop

cht.ChartArea.Copy ppt.Activate pptShp.Select ppt.Windows(1).View.Paste Next cht

'Copy ALL charts embedded in EACH WorkSheet: For Each ws In ActiveWorkbook.Worksheets For i = 1 To ws.ChartObjects.Count Set pptSld = pptPres.Slides.AddSlide(pptPres.Slides.Count + 1, pptCL) pptSld.Select

For Each pptShp In pptSld.Shapes.Placeholders If pptShp.PlaceholderFormat.Type = ppPlaceholderObject Then Exit For Next pptShp

Set cht = ws.ChartObjects(i).Chart cht.ChartArea.Copy ppt.Activate pptShp.Select ppt.Windows(1).View.Paste Next i Next ws End Sub

I am using this code to link charts from excel to powerpoint. But this is inserting charts to last slide. Can anyone suggest me the changes so that i get charts to link with ppt to custom slide number and in mid of some saved template. Thanks in advance.

I have Microsoft 2010, which may be why mine is 14.0. Your version should work as well. The main thing is that the PowerPoint object library is references because the VBA code includes references to PowerPoint objects. 

Hi Aaron,   Apologies for the delay in response. Please try: newPowerPoint.ActivePresentation.ApplyTemplate "C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot"

thanks for your reply. i've tried it with the suggestion, but this time, error msg is: Operating error: -2147188160 (80048240)': Presentation (unknown member): Invalid request. PowerPoint could not open the file.

highlights the code: newPowerPoint.ActivePresentation.ApplyTemplate “C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot”

My codes as below. Is it possible you can find some error in the coding please?: 'First we declare the variables we will be using         Dim newPowerPoint As PowerPoint.Application         Dim activeSlide As PowerPoint.Slide         Dim cht As Excel.ChartObject         Dim trfnum As String 'Variable to obtain Report #         Dim trfname As String 'Variable to obtain Report Title                                   trfnum = Range("K5").Value 'Assign/Obtain Report# from Cell K5              trfname = Range("K4").Value              trfprojnum = Range("K11").Value              trfpartnum = Range("K12").Value              trfsnnum = Range("K13").Value              trfmodelnum = Range("K14").Value                   'Look for existing instance         On Error Resume Next         Set newPowerPoint = GetObject(, "PowerPoint.Application")         On Error GoTo 0          'Let's create a new PowerPoint         If newPowerPoint Is Nothing Then             Set newPowerPoint = New PowerPoint.Application             End If             'Make a presentation in PowerPoint         If newPowerPoint.Presentations.Count = 0 Then             newPowerPoint.Presentations.Add         End If              'Show the PowerPoint         newPowerPoint.Visible = True         ' apply a slide template     newPowerPoint.ActivePresentation.ApplyTemplate "C:\Documents and Settings\myfile\Application Data\Microsoft\Templates\ShortTitle.pot"     regards, Aaron

Hi Jenn, thanks for your response.

i tried with the code you shared, but VBA has prompt me the following error: Presentations (unknown member) : Invalid request. The PowerPoint Frame window does not exist.

It then highlights the code line:    Set pptPres = newPowerPoint.Presentations.Open(file)

What else can i try to resolve this error please?

Is there a way to insert the graph in a previously saved powerpoint  instead of creating a new powerpoint?

Scratch the last question.

Does anyone know how to automatically insert the chart into the middle of a saved powerpoint instead of the end?

Thanks for the code; it worked great until I upgraded my Outlook from 2007 to 2010 (did not upgrade PP or Excel, they are still 2007). Now I get a runtime 430 error- Class does not support Automation or does not support expected interface. Any ideas on how to fix? Thanks!  

Hi Kim, Not sure if you are using any ADOs (ActiveX Data Objects) in your code. Please do the following steps: In the VBE (Visual Basic Editor), select Tools > References ... > Microsoft ActiveX Data Objects x.x Library Take the latest version. I have seen many versions of the same. Below link gives you an explanation about why the error occurs: http://makebarcode.com/info/appnote/app_017.html

I do have one question, from the initial source code : How to modify the code to have the idea but with pictures. no charts So each time the code detect an image on the sheet it will create a new slide?   thanks in advance.  

I've tried everything I can think of...how is it (with the code presented) that you are getting the words to the right of the charts to go into PowerPoint as a separate object?

It works perfectly with your charts in your spreadsheet, but for the life of me I have not been able to replicate the behavior in my own spreadsheets.

@Chandoo: I am not able to see the updated comments in this page. Is there an issue from my side? Please let me know. Thank you. @Aaron: I believe you are using Office 2007. So, not sure about the extension of the template file. Please check the extension and change the same. Here, in your case, instead of "ShortTitle.pot" it may be "ShortTitle.potx". -DG

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Hi Dolphin, Thanks for your kind response and reminder. it works now!

Glad it worked! Anytime to help 🙂

Hello. I was trying to modify the supplied code for my purposes but kept hitting snags. As such, I am seeking some help with the following: I have an Excel workbook with various named worksheets and want to copy and paste the print ranges from each worksheet into an existing PowerPoint template using VBA. So, if worksheet “A”s print range is set to print on one page and worksheet “B”s print range is set to print on 3 pages, the PowerPoint presentation should have a total of 4 slides. I could end up with 10 worksheets in total representing 10+ slides needed in the presentation. Am new to VBA and would appreciate the help.

Apologies in my delayed response. Can you provide me the sample file(s), Excel and Powerpoint ones? Let me take a look and try my best.

Thanks for offering to look at the code for me. Where should I send the sample files?

@Al Refer: http://chandoo.org/forums/topic/posting-a-sample-workbook

Please send it to my email ID, [email protected]

How can I change the code so it copy and pastes only one specific chart, instead of all the charts?

Hi Ryan,   `'Declare the variable` `Dim ObjChartObject As Excel.ChartObject`   `Set ObjChartObject = Worksheets("WorksheetName").ChartObjects("ChartName")` `ObjChartObject.Chart.ChartArea.Copy` `.` `.` `.` `.` `Continue your code`   Hope this helps.   -DG

That is a very handy tool.... saved my@$$ 

does anyone know how to modify to always open a new power point .  If ran a second time charts are tacked to the previously created presentation.

Hi, The code that was provided in this example does the same. Please see point 5, you have the entire code. In the code, look for the section - 'Make a presentation in PowerPoint'

Revert back if you are not able to understand.

is there a way to lock out any user input while code is running. if i scroll while charts are moving to the power point the code stops.

Please try the below: 'Type this at the beginning of your code. Application.Interactive = False ... <Your code here> ... <Your code here> ... <Your code here> 'Type this at the end of your code. Application.Interactive = True

Hope this helps.

nope. user input still kills the macro. is there a way to not have screenupdating with powerpoint? or soemthing similar?

it only happens with the transfer from excel to power point. is there a way to have power point come up in a minimized state to at least minimize user interaction?

In the code presented in this example, goto: 'Show the PowerPoint

After the line: newPowerPoint.Visible = True

Type: newPowerPoint.WindowState = ppWindowMinimized

This should keep the PowerPoint application in minimized.

I have (somewhat) of a reverse situation:

I had to create and access an Excel file from PowerPoint.

The first part (not shown) successfully creates a .CSV file containing several lines of data. E.g.:

     12345,John,8009991212,123 Main Street      58145,Mary,3215551212,666 Mockingbird Lane

... etc. ...

The last part of the macro (shown below) successfully opens the .CSV and Personal.XLS (which contains a macro to format the Excel file), saves as an .XLS in XLS format, then runs the macro "CTI_Format_B" to format the .XLS file (freeze header, autofit columns, etc.).

     'PowerPoint: Open Excel .CSV and save to .XLS, run Macro "FileFormatB"      Dim oXL As Excel.Application  ' Excel Application Object      Dim oWB As Excel.Workbook     ' Excel Workbook Object      Dim FileXLS As String, FileCSV as String      FileCSV = Environ("USERPROFILE") & "\" & "SamplePop.CSV"      FileXLS = Left(FileCSV, Len(FileCSV) - 4) & ".xls"        Set oXL = New Excel.Application      oXL.Visible = True

     Set oWB = oXL.Workbooks.Open(oXL.StartupPath & "\Personal.xls")

     Set oWB = oXL.Workbooks.Open(FileCSV)   'open CSV file

     oWB.SaveAs FileName:=FileXLS, FileFormat:=xlNormal      oXL.Run ("Personal.xls!FileFormatB")      oWB.Save      oXL.Visible = True

The macro "FileFormatB" in Personal.xls contains formatting for the newly saved .XLS:

    'Excel macro to format header, etc.     Range("A1:L1").Select   'format header     With Selection         .Font.Bold = True         .Interior.ColorIndex = 6         .Interior.Pattern = xlSolid         .Font.ColorIndex = 5     End With     Rows("2:2").Select     ActiveWindow.FreezePanes = True     Cells.Select     Cells.EntireColumn.AutoFit

What I would like to do is instead of having a separate macro in Personal.xls to format the file and having to open Personal.xls (which is otherwise invisible when run here), I would like to run the same formatting from the original PowerPoint macro which created the file.

How do I run the formatting from the PowerPoint macro to the opened Excel file?

I would love to use this, but I get error messages even when I try the code on my file or run the downloaded file.  It says user defined type not defined...Any suggestions?  How do I define: Dim newPowerPoint As PowerPoint.Application

This is a great post!  

My problem is that I would like to copy all charts on every worksheet in Excel to PowerPoint (2010).

There is one chart per worksheet, with certain cells providing the title and axis label text and, of course, the range of cells that the chart is based upon.

My problem is that I ONLY want to include that data when I paste as an embedded (not linked or picture) object into PowerPoint.

Other data that is not directly related to the chart is included in PowerPoint. This is a problem, as I don't want users of PowerPoint to see that data.

Is there any way to ONLY include the cells that the chart is directly based upon?

I am using similar code (see below) with Excel 14, Powerpoint 14 and Windows XP. I use this to copy/paste about 100 images from Excel to Powerpoint. Sometimes I get this error: "Shapes(unkown member) : Invalid request. The specified data type is unavailable." I can run the exact same code and it works, then run it again and I get this error. And the error happens in different places of the code execution each time (although always on a PasteSpecial line). Sometimes in first loop, sometimes in 15th loop, etc. Sheets("RoleSummary").Range("RoleSummaryTable").Copy

PPApp.ActiveWindow.View.GotoSlide PPApp.ActivePresentation.Slides.Count

PPSlide.Shapes.PasteSpecial (ppPasteEnhancedMetafile)

Mike, did you find a solution for this problem? I am having the same!

Have no solution, but it seems to be less prevalent if you close all other Microsoft programs while it is running, including File Explorer.

Is there a way to force the program to arrange charts by order from which they are located?  If you cut and paste the first chart and execute the macro, it is now the second chart (based on it's last active postion).  If not by modifying the program, is there a way to change the active arrangements of the charts some other way.  Cheers

When I tried to run this macro in Excel 2007, I received this error message:

Run-time error '429':

ActiveX component can't create object

I have a range of cells (formatted as tables) that need to be copied from a named worksheet (for this post - the worksheet name is 'Summary') and then pasted (with formatting) into an existing powerpoint presentation on a new slide that will allow me to edit.  Can the code be modified to accomplish this task and get rid of the error?

Hello, I have a excel workbook with multiple sheets that I want to put into PowerPoint that when runs will loop through all sheets so it can be displayed on a hallway monitor. I would like the PPT to change as the information changes in excel sheet. The sheets are updated at beginning of every shift (x3 shifts). This will allow clients to see this information. I have a no budget limit so I am trying to get it done using excel and PowerPoint. At this point I do not have anything other than data in the sheets but will be adding pictures and charts as needed in the near future. Is it possible to just link the sheets, in current order in the workbook to show the sheet and its contents: data, picture and or chart full screen one sheet per slide?  I have read this entire post and the knowledge here is staggering. Any help with this would be greatly appreciated by all those entering them and printing them out each day and shift. John

hеy i гead thrоugh thіs anԁ i am neω to asp. nеt... i аm tгying to dеvеlоp my fiгst аpp in іt and this is veгy helpful.

Thank уοu foг the tіme уou spent to write this chеcklіst. your аwesomе.

Instead of this we can use a paste link option on the paste special... If it is a regular report.

i want 5 charts in slide How can we do this? Give VBA Code for this. It's very important for me. Plz help

GREAT POST..

Works like a charm!

Can you please send me the working file?

I have that particular project being worked on by another GURU at this time. I do however have another project that has to do with dynamic arrays and print macro that is just as mind boggling to me if your interested. I have it posted on may 17th. If your interested I have the working file for it and I would be glad to get help on.

Nice article and nice Q&A along with nice solution. Here is my question(s)

1. I am preparing sales collaterals. One common requirement I have from engineering team is case studies. Case study data changes from time to time (as projects progress.) Asking engineering team to prepare a new slide on case study everytime a customer presentation is to be made is waste of their time.

2. I have a template for case study in power point. (Basically empty shapes and to be filled with bullted text.) Number of shapes and which shape should contain what text and what data is fixed.

3. I have a excel template to capture the engineering projects. This template is extended version of their project review template. Hence engineering team populates it as part of their review meeting.

4. What I want to do is a. Filter and select the case studies I want to include. b. Run a macro such that using the selected case studies, the shapes in the case study template are populated and a stack of slides for case study is generated.

Question: 1. Is it possible to fill in shapes (mainly text boxes in a powerpoint) slide) using VBA macros? 2. has anyone attempted it and a solution is published? 3. Can anyone help?

Hope you've seen my answer below.

Hope I am not late for you.

I have worked on similar kind of thing, but with PivotTables. When you mention filter I assume it is just a Data > Filter on Excel and not PivotTable filter. You can enter text into shapes (textboxes) using VBA. Below is the code:

Dim SlideTitle As String SlideTitle = "Your Title Goes Here" ActiveSlide.Shapes(1).TextFrame.TextRange.Text = SlideTitle

The shape number, in this case, 1, will change based on which shape (textbox) you want to enter. Note that to get a shape number of the desired textbox can take some time. You try this on a trial and error method.

Let me know if you require further more help on this.

Hi. I'm trying to figure out how to do the same thing in the tutorial but with pivot tables. I have a problem selecting and copying/pasting to the powerpoint. Every time I try selecting, I get a runtime error 458. Can you please help? Thank you1

Can you let me know where exactly you are having this error? Also, would it be possible to share your code? Please let me know.

I actually solved the issue. I will post the code anyway.

I have a question that's unrelated to this tutorial though. I want to create several pivot tables based on the values from three comboboxes. The comboboxes act like the pivot table filters and also a counter for how many pivot tables to make. I just want to know how I would go about programming this.

Code: Sub CreatePowerPoint() Cells.Select Range("D47").Activate Selection.Columns.AutoFit 'Add a reference to the Microsoft PowerPoint Library by: '1. Go to Tools in the VBA menu '2. Click on Reference '3. Scroll down to Microsoft PowerPoint X.0 Object Library, check the box, and press Okay

'First we declare the variables we will be using Dim newPowerPoint As PowerPoint.Application Dim activeSlide As PowerPoint.Slide Dim cht As Excel.PivotTable

'Look for existing instance On Error Resume Next Set newPowerPoint = GetObject(, "PowerPoint.Application") On Error GoTo 0

'Let's create a new PowerPoint If newPowerPoint Is Nothing Then Set newPowerPoint = New PowerPoint.Application End If 'Make a presentation in PowerPoint If newPowerPoint.Presentations.Count = 0 Then newPowerPoint.Presentations.Add End If

'Show the PowerPoint newPowerPoint.Visible = True

'Loop through each chart in the Excel worksheet and paste them into the PowerPoint For Each cht In ActiveSheet.PivotTables

'Add a new slide where we will paste the chart newPowerPoint.ActivePresentation.Slides.Add newPowerPoint.ActivePresentation.Slides.Count + 1, ppLayoutText newPowerPoint.ActiveWindow.View.GotoSlide newPowerPoint.ActivePresentation.Slides.Count Set activeSlide = newPowerPoint.ActivePresentation.Slides(newPowerPoint.ActivePresentation.Slides.Count)

'Copy the chart and paste it into the PowerPoint as a Metafile Picture

Cells(i, 7).Interior.Color = 44 i = i + 1 cht.PivotSelect "", xlDataAndLabel Selection.Copy activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select

'Set the title of the slide the same as the title of the chart activeSlide.Shapes(1).TextFrame.TextRange.Text = cht.Name

'Adjust the positioning of the Chart on Powerpoint Slide newPowerPoint.ActiveWindow.Selection.ShapeRange.Left = 15 newPowerPoint.ActiveWindow.Selection.ShapeRange.Top = 125

activeSlide.Shapes(2).Width = 200 activeSlide.Shapes(2).Left = 505

AppActivate ("Microsoft PowerPoint") Set activeSlide = Nothing Set newPowerPoint = Nothing

this is great, but when I open excell file on my Mac, I'm gettint error and presentation cannot be done 🙁

Could you please help me?

Thank you, Andy

Please let me know what the error is. Let's try to fix it.

This is EXACTLY what I am needed. I have been stumbling on trying to create PPT slides with specific ranges based on user input in Excel. I have a Sub to find the list of ranges to copy but have not been able to get them into PPT. I've tried a few other blogs with not much help. This one works PERFECTLY! Thank you for sharing!

Hi, I am new to VBA. I am unable to plot more charts. If i add a new tab, it copies the chart however fail to copty the comments. I repleated the code and edited. But, Its shwoing error. Pleas ehelp!!

It copies just the first chart and then it stops giving the following error - Getting Error code 424: Object not found.

Debug points out fail at this statement -

activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select

Try this: Before the line (CODE=VB)activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select(/CODE)

type the following (CODE=VB)activeSlide.Select(/CODE)

Let me know if this works.

Having the same issue over here but that didn't work. Any suggestions?

Same error as above...adding the code doesn't help.

I'm quite a newbie...any suggestions?

Hi all.. Im working on how to export pivot tablesfrom excel to powerpoint. Any one can help?

Im using this code but in this part Set oPPTShape = oPPTFile.Slides(SlideNum).Shapes("PivotTable6")"it says that pivot table is not part of shapes? Please help.....

Sub PPTableMacro()

Dim strPresPath As String, strExcelFilePath As String, strNewPresPath As String strPresPath = "C:\Users\angeline.descalsota\Desktop\AUTOMATION\TransferFailurePPFile.pptx" strNewPresPath = "C:\Users\angeline.descalsota\Desktop\AUTOMATION\TransferFailurePPFile.pptx"

Dim oPPTShape As DataTable

Set oPPTApp = CreateObject("PowerPoint.Application") oPPTApp.Visible = msoTrue Set oPPTFile = oPPTApp.Presentations.Open(strPresPath) SlideNum = 1 oPPTFile.Slides(SlideNum).Select

Set oPPTShape = oPPTFile.Slides(SlideNum).Shapes("PivotTable6")

Sheets("Sheet1").Activate With oPPTShape.Table .Cell(1, 1).Shape.TextFrame.TextRange.Text = Cells(1, 1).Text .Cell(1, 2).Shape.TextFrame.TextRange.Text = Cells(1, 2).Text .Cell(1, 3).Shape.TextFrame.TextRange.Text = Cells(1, 3).Text .Cell(2, 1).Shape.TextFrame.TextRange.Text = Cells(2, 1).Text .Cell(2, 2).Shape.TextFrame.TextRange.Text = Cells(2, 2).Text .Cell(2, 3).Shape.TextFrame.TextRange.Text = Cells(2, 3).Text End With

oPPTFile.SaveAs strNewPresPath oPPTFile.Close oPPTApp.Quit

Set oPPTShape = Nothing Set oPPTFile = Nothing Set oPPTApp = Nothing

MsgBox "Presentation Created", vbOKOnly + vbInformation End Sub

Hi! Works like a charm! However, I'd like to make a small adjustment and need some help. My goal is to use the same code but clicking the chart itself instead of pushing a button. The point is to only export the chart(s) selected by clicking them one at a time (each slide contains alot of charts).

This part should probably be deleted if possible. I would be annoying to have to switch windows after each click: 'Show the PowerPoint newPowerPoint.Visible = True

I know nothing of VBA but learned some basic programming about 15 years ago so I understand to broad strokes. Please help 🙂

I did a small bit of playing around and found that there is no simple solution to your problem given Microsoft’s limited capability with their software. The only solution I have found so far that works in a way of how you want it is the following.

1) Each chart cannot be an object on a sheet it needs to be in a chart by itself.

2) Copy and paste the following code into each charts code (rename the variable if you desire)

Dim ClassMod As New ChartEvents

Private Sub Chart_MouseDown(ByVal Button As Long, ByVal Shift As Long, ByVal x As Long, ByVal y As Long) Set ClassMod.Excht = ActiveChart End Sub

3) Create a class named ChartEvents (unless you are going to change the variables) and then copy and paste the following modified code (Originally the code Drew posted)

Public WithEvents Excht As Chart

Private Sub Excht_MouseDown(ByVal Button As Long, ByVal Shift As Long, ByVal x As Long, ByVal y As Long)

'Add a reference to the Microsoft PowerPoint Library by: '1. Go to Tools in the VBA menu '2. Click on Reference '3. Scroll down to Microsoft PowerPoint X.0 Object Library, check the box, and press Okay

'First we declare the variables we will be using Dim newPowerPoint As PowerPoint.Application Dim activeSlide As PowerPoint.Slide Dim cht As Application

'Add a new slide where we will paste the chart newPowerPoint.ActivePresentation.Slides.Add newPowerPoint.ActivePresentation.Slides.Count + 1, ppLayoutBlank newPowerPoint.ActiveWindow.View.GotoSlide newPowerPoint.ActivePresentation.Slides.Count Set activeSlide = newPowerPoint.ActivePresentation.Slides(newPowerPoint.ActivePresentation.Slides.Count)

'Copy the chart and paste it into the PowerPoint as a Metafile Picture ActiveChart.ChartArea.Copy activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select

'Adjust the positioning of the Chart on Powerpoint Slide newPowerPoint.ActiveWindow.Selection.ShapeRange.Left = 15 newPowerPoint.ActiveWindow.Selection.ShapeRange.Top = 100

activeSlide.Shapes(1).Width = 500 activeSlide.Shapes(1).Left = 115

AppActivate ("Microsoft PowerPoint") Set activeSlide = Nothing Set newPowerPoint = Nothing End Sub

4) Make sure to save your workbook as a macro enabled excel file or else you will have to do it all over again.

When you change your chart and then click on the chart the first time it will create a new presentation with the chart centered for the most part (fine tune the size and location as desired). Presently this is the only way I have discovered to accomplish this. If there was a way to create a custom handle for objects on a excel sheet this would have been easier.

I hope this helps. Blank

Very interesting approach. This article is old but looks interesting to me even today. I envision to create dashboards automatically in PowerPoint using this method and getting the data from Excel but with one of our PowerPoint templates.

Julian @ SlideModel

This really a very nice post and saved me a lot of time.

Thanksss sooo much guys for posting this!!.

I have 32 graphs, to be pasted on 16 slides ( 2 slide each) and some static introductory slides. in total 19 slides.

Please help me on this one.

Thanks in advance Vicky

hi, i having problems with callout text , if I try to add more text this doesnt take in account, how you deal with this or wich is the trick?

Wonderfull trick, will save me a lot of effort 🙂

I would like to name the generated ppt depending on the chart title. can anybody tell me how?

@Wouter: Check if the below code works for you:

[code] If Worksheets("Sheet1").ChartObjects(1).Chart.HasTitle Then strChartTitle = Worksheets("Sheet1").ChartObjects(1).Chart.ChartTitle.Text Else strChartTitle = "My Chart Title" End If [/code]

Change the name of the Sheet where you have the chart. Let me know if this works.

hm I want to change the name of the PPT not the sheet, will this do the trick?

Please see below: Assuming you have Test folder in C Drive,

For 97-2003 PowerPoint file, use newPowerPoint.ActivePresentation.SaveAs "C:\Test\Test.ppt"

For 2007 and above PowerPoint file, use newPowerPoint.ActivePresentation.SaveAs "C:\Test\Test.pptx"

i want this method in ms access vba can u help me Please?

Thanks Drew for the code but i am getting error at line "Dim newPowerPoint As PowerPoint.Application". Error box showing message as Complie error Useer-defined type not defined. Can you tell me whats the problem ?

I may be late. Probably you may need to add the reference of Microsoft PowerPoint XX.0 (whichever version you are having). To add, do the following: In Visual Basic Editor, Click on Tools > References then look for Microsoft PowerPoint under the list in Available References. Hope this helps.

Regards, DG

Thanks for your work. Just upgraded from 2007 to 2010 at the office and the macros did not work. Turns out copying and pasting in VBA IS different between 2007 and 2010. I was pasting both tables first copied as pictures in excel and then charts copied to PP. File had about 50 images, and was blowing up from 2M to 13M! This gave me some insight into how to address this. The same copy and paste command does not work for copying table ranges and chart images. Furthermore, your pastespecial command for pasting into PP enabled me to research other data types and find one that got the file size back down.

Thanks, Steve

I have a excel sheet named "Graph" containing charts in matrix form 30 rows and 5 columns(ie 5 charts in first row, 5 charts in 2nd row and so on). I want to make a powerpoint with 9 charts in each slide(5 charts from first row and remaining 4 charts from 2nd row). Somebody please help me.

how to get this pattern using macro vb code please help me with code,thanks in advance 1 12 123 1234 12345 123456 12345 1234 123 12 1

Sub Make_No_Pyramid() Dim MaxNo Dim i As Integer, j As Integer

MaxNo = InputBox("What is the Maximum Number", "What is teh Maximum Number")

Range("A:A").ClearContents For i = 1 To MaxNo - 1 For j = i To MaxNo - 1 Cells(j, 1) = Cells(j, 1).Text & CStr(i) Cells((2 * MaxNo) - j, 1) = Cells((2 * MaxNo) - j, 1).Text & CStr(i) Next j Next i For i = 1 To MaxNo Cells(MaxNo, 1) = Cells(MaxNo, 1).Text & CStr(i) Next i Columns("A:A").HorizontalAlignment = xlLeft

My excel charts are generated when I select respective countries from a drop-down list in my data sheet. Is there a way I can incorporate this into the dashboard, i.e., create a button for country and when I select "Singapore", all charts are showing Singapore data and I can export to PPT?

Similarly, how to create the button for month? i.e., select "Jan 15" and charts is generated with Jan 15 as the last data point?

Appreciate all help/answers! 🙂

Thanks, Grace

If possible I would suggest using slicers to change the country selection and then a mcaro to control the slicer.

After I migrated to Office 2013 the code has been having trouble due to Powor Point freezing at some point while pasting charts. I've tried using Application.Wait in multiple parts of the code to allow Power Point enough time to copy and paste. However it is still crashing. Does any one have this same issue? How can I fix it?

using Drew's post in excel 2013 ... and getting error 429 the GetObject is failed line ... 'Look for existing instance On Error Resume Next Set newPowerPoint = GetObject(, "PowerPoint.Application") On Error GoTo 0

so, launched PP manually and got around the 429.

Now getting 424 error here : 'Copy the chart and paste it into the PowerPoint as a Metafile Picture cht.Select ActiveChart.ChartArea.Copy activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select

I got this to work and it is GREAT but the text boxes for the powerpoint are linked directly to certain cells in excel. Is there a way to add the text to the slides in an easier manner? I want to create a template that any user could add into an excel workbook and it would add text located next to the charts no matter how many slides there were if there is text next to the chart. Or could someone point me in the right direction or website to figure out how to do this? Thank you in advance.

@lonestardave: If you have a textbox/textframe on the slide, then the below code should work (if it is PowerPoint 2007/2010): [CODE]ActiveSlide.Shapes(2).TextFrame.TextRange.Text = "Test line 1" & vbcr & "Test line 2"[/CODE]

The number 2 in Shapes(2) can change based on the number of objects you placed in the slide. The number 1 can/will be the header of the slide and post that how many ever textboxes/frames you have. You have to check this on trial and error basis.

[CODE=VB]ActiveSlide.Shapes(2).TextFrame.TextRange.Text = "Test line 1" & vbcr & "Test line 2"[/CODE]

This has been incredibly useful, I have implemented this in many powerpoints and saved roughly 4 hours a month i reckon. I am not quite done yet though, im using excel 2003 and when i try to resize the pasted image via :

mySlide.Shapes.PasteSpecial DataType:=ppPasteEnhancedMetafile Set myShapeRange = mySlide.Shapes(mySlide.Shapes.Count) 'Set position: myShapeRange.Left = 234 myShapeRange.Top = 186

, I don't get an error or anything but its just that controlling height and width don't work properly, this stops me from formatting the chart sizes. Any clue to whats going on ? solutions?

I have Office 2010 and have been integrating to TFS via Excel and subsequently generating Powerpoints through Excel for several months now, using VBA. However, i was upgraded to Project 2013 at the end of January and the integration between both TFS and Powerpoint from within Excel were broken. I found a registry key that made Excel think it was 2013 so it was looking for the wrong libraries to connect with TFS. Removing this key solved the TFS issue. However, I still have not figured out how to solve the error that prevents me from generating Powerpoints. I receive the following error

Runtime error '-2147319779 (8002801d)'

Automation error Library not registered

Any help or direction with this would be much appreciated.

Thank you, Chuck

Hi all, This is JUST what I needed and was looking for!!

However, I am getting the following -

Run-time error: '2147188160 (80048240)': Application (unknown member) : Invalid request. There is no active presentation.

What am I doing wrong?

I have managed to make use of this wonderful aspect of excel VBA.. If you still need my help I am available today...

awaiting for your response...lets do it with close interaction.. Amjad

Hi, Anybody whose query is still pending, please let me know... I have managed to make use of this wonderful aspect of excel VBA.. If you still need my help I am available today...

I want to get images in the slide rather charts what changes should I do?

I am getting the following error when I am trying to run this code

Compile Error: User Type Not Defined

Can anyone help with this?

How do I make the macro paste each chart on an specific slide?

I want to get the images rather charts in the slides. What changes should I make in the vba code?

Hi Chandoo, Can we automate alignment of data labels for any charts ?

@Chintu If you setup a chart exactly how you want it Then save that chart as a template

You can apply that template to future charts and get the same styles, layout, alignments, colors etc

I have a vba button on sheet 1 with charts on sheet 16. I want to click the button on sheet 1 to run the charts on sheet 16. Currently, you can only run the code if you are on the active sheet.

Ron (ref your post 08/17/2016),

I don't understand what "run the charts" means? Can you enlighten me please?

The code written only works if you are on that active sheet. I want to click a macro button to activate the code. A button will be placed on sheet 1 and the charts will be a sheet 16. I want people to click the button an create a powerpoint with the charts on sheet 16.

Simply change the following piece:

'Loop through each chart in the Excel worksheet and paste them into the PowerPoint For Each cht In ActiveSheet.ChartObjects

'Loop through each chart in the Excel worksheet and paste them into the PowerPoint Sheet16.Select For Each cht In Sheet16.ChartObjects

Can anybody help to figure out inserting all charts into ONE slide instead one chart per one slide?

Hi all, How to make to multiple images into multiple slides using VBA? For example, the images(jpg) and ppt file are saved in same folder. "Run macro" Image#1 is into Slide#1 Image#2 is into Slide#2 Image#3 is into Slide#3 . . . Image position and size are Left:=20, Top:=80 Width:=500, Height:=200

Can you help me please???

I want to change the path from "FileName:="C:\ ~ to current path because ppt (including images file) file path is not static.

And the images (wave_prfile and pattern.jpg) are on active slide(ppt) when run below macro.

If i want to import other images on other slides(ppt), how should i change below macro.

Please help me!

Sub InsertImage()

ActiveWindow.Selection.SlideRange.Shapes.AddPicture( _ FileName:="C:\Temp\PPT_REPORT_MACRO\wave_profile.jpg", _ LinkToFile:=msoFalse, _ SaveWithDocument:=msoTrue, Left:=15, Top:=88, _ Width:=690, Height:=190).Select

ActiveWindow.Selection.SlideRange.Shapes.AddPicture( _ FileName:="C:\Temp\PPT_REPORT_MACRO\wave_pattern.jpg", _ LinkToFile:=msoFalse, _ SaveWithDocument:=msoTrue, Left:=15, Top:=282, _ Width:=690, Height:=220).Select

Can you please ask the question in the Chandoo.org Forums, http://forum.chandoo.org/

Please attach a sample file to simplify the response

Thanks for your comment. I already join in Chandoo.org Forums. However, I don't know how to post on the Forums.

Please let us know. Thanks a lot.

Goto the Forums and Login Select the Forum most appropriate to your question Select Post New Thread Type in a Subject/Title and complete the body of the thread Add a file is a Button at the Bottom of the thread

Thanks and Noted. Happy Christmas!

i have number of charts in an excel, i need to select by there title, is it possible

A Technique to do this is discussed here: http://chandoo.org/wp/2009/05/19/dynamic-charts-in-excel/

I have the code working almost to satisfaction currently but i'd like to be able to remove the chart title and set it as the slide title rather that have it duplicated on chart and slide. How would i go about that?

Sub CreatePowerPoint()

'First we declare the variables we will be using Dim newPowerPoint As PowerPoint.Application Dim activeSlide As PowerPoint.Slide Dim cht As Excel.ChartObject Dim DefaultTemplate As Object

'Open the default template Set DefaultTemplate = CreateObject("powerpoint.application") DefaultTemplate.Presentations.Open Filename:="C:\Users\cody.jeffries\Documents\Custom Office Templates\xxx.pptx" DefaultTemplate.Visible = True

'Let's create a new PowerPoint 'If newPowerPoint Is Nothing Then 'Set newPowerPoint = New PowerPoint.Application 'End If

'Make a presentation in PowerPoint 'If newPowerPoint.Presentations.Count = 0 Then 'newPowerPoint.Presentations.Add 'End If

'Show the PowerPoint 'newPowerPoint.Visible = True

'Add a new slide where we will paste the chart newPowerPoint.ActivePresentation.Slides.Add newPowerPoint.ActivePresentation.Slides.Count + 1, ppLayoutTitleOnly newPowerPoint.ActiveWindow.View.GotoSlide newPowerPoint.ActivePresentation.Slides.Count Set activeSlide = newPowerPoint.ActivePresentation.Slides(newPowerPoint.ActivePresentation.Slides.Count)

'Copy the chart and paste it into the PowerPoint as a Metafile Picture cht.Select ActiveChart.ChartArea.Copy activeSlide.Shapes.PasteSpecial(DataType:=ppPasteMetafilePicture).Select

'Set the title of the slide the same as the title of the chart 'activeSlide.Shapes(1).TextFrame.TextRange.Text = cht.Chart.ChartTitle.Text

'Adjust the positioning of the Chart on Powerpoint Slide 'newPowerPoint.ActiveWindow.Selection.ShapeRange.Left = 25 activeSlide.Shapes(2).Width = 800 'activeSlide.Shapes(3).Left = 505 newPowerPoint.ActiveWindow.Selection.ShapeRange.Align msoAlignCenters, True newPowerPoint.ActiveWindow.Selection.ShapeRange.Align msoAlignMiddles, True newPowerPoint.ActiveWindow.Selection.ShapeRange.Top = 90

Set activeSlide = Nothing Set newPowerPoint = Nothing

How can I amend this code so that it points to a specific worksheet to be exported, rather than just the active sheet?

I want to create a dashboard on a separate worksheet with an "export to PowerPoint" button at present the macro requires the exact worksheet to be selected...

Many thanks

Hi all, Is there anyway of modifying the example worksheet code so that it captures print ranges from different worksheets instead of having to list each line you want captured manually.

If the code variation that allows you to say import to slide 1 or slide 2 can also be shared then that would be appreciated.

I'm also not looking to export graphs just text entries so if the code can be simplified as a result then even better.

Thanks in advance for any help.

Hi, is there a way to combine pivot charts from multiple workbooks into one sheet and then automatically create a powerpoint from it? Or let's just say that I have pivot table in different workbook and I want to combine them all to make one powerpoint presentation. Any help will be greatly appreciated. Thanks!

Hi, probably. I would start with using EXCEL PowerQuery to combine the pivot charts from multiple workbooks into one sheet.

Is there any way to simplify VBA programming?

What I'd like to do is create a powerpoint macro that re-creates a slide graphic (rather than copy-pasting it from a previous presentation). Instead of programming each individual part of the slide graphic, can I "apply" the formatting of one slide to another slide? I'm thinking there must be a way for me to reference another slide in creating a new slide...

I realize this is an old post, but I'm hoping someone can still help me.

I am using Excel and PowerPoint 2016 -64 bit

I have used this code with tweeks to size and position the charts. Everything works great on my computer. When I switch to another computer using the exact same Excel and PowerPoint versions, the charts are sized and positioned differently. I opened the PowerPoint presentation made from the second computer on my computer and the charts are the same wrong size in which they were created. I leave that presentation open, run the macro from excel and the charts size correctly.

Any ideas would be greatly appreciated.

Hi, I would start by comparing the Advanced System settings for Performance for each computer then compare the graphic 'card' and monitor settings. The problem sounds similar to HTML scripting where the positioning can be coded relative to the display environment.

Hi Drew, Thank you for publishing this undocumented "slides.add" method. Makes you wonder how many other undocumented features there are. Kind of like the 'easter eggs' of old. Thanks again.

Your code was very helpful. Just wanted to know if it's possible to create a ppt with a predefined template and not just plain white slides. I have my own template, if you can share the sample code that would be great.

Is there a workaround to the error DavidLim commented on 8/2011 "however, if a chart (or combo grouped-charts) is large, the VBA will not run.

error box: “Run-time error -2147418113 (8000ffff)’: Method ‘Copy’ of object ‘ChartArea’ failed”"

I'm having this problem. Wonder if it's because the chart I'm trying to export was created in Excel 2007 (Zimmerman in 2010 now). Code works fine with brand new chart.

Couple of other questions: - is there a way to 'set focus' on the pasted chart to do something like resize so I don't have to figure out which shape number it is (ex. know that it is the 3rd shape and then use shape(3).top) - how can u name a chart and then ref in code regardless on what sheet it's on

"how can u name a chart and then ref in code regardless on what sheet it's on" This macro will name the selected shape: Sub NAMEIT() ActiveWindow.Selection.ShapeRange(1).Name = "Shape_name_1" End Sub

This will loop through each slide and check for that shape name: Set opres = Presentations.Open(fxname, False, False, True) opres.Windows(1).Activate

'Looping through each slide

For i = 1 To opres.Slides.Count 'ActivePresentation.Slides.Count For Each oSH In opres.Slides(i).Shapes

If oSH.Name =

For i = 1 To opres.Slides.Count 'ActivePresentation.Slides.Count For Each oSH In opres.Slides(i).Shapes If oSH.Name = "Shape_name_1" then 'Do whatever you need to the shape. end if Next Next i

Great help! Thanks!

[…] http://chandoo.org/wp/2011/08/03/create-powerpoint-presentations-using-excel-vba/ […]

The code presented in this tutorial is great. Was able to adapt to exporting Excel ranges in no time. Thanks for getting this out there!

Id like to do this same concept but instead of charts, I'd like pictures and next to it words.

Any thoughts?

[…] Create PowerPoint Presentations Automatically using. – You've been there before. It's almost 5:00, and you are going crazy trying to finish the presentation due for a monthly performance meeting the next morning. […]

[…] here is some extra help on Automating Powerpoint with VBA and […]

This is awesome. My question is once this ppt is created how can I save this in user desktop/ drives and then next time if my excel is refreshed , macro only refreshes the ppt rather that creating a new one again

Thank you so much Drew for writing this insightful article. Being a PowerPoint template designer, VBA is not my thing, but your step by step instructions made it easy to work. Thank again!

Sam @ Slidehelper

I am trying to get this code working with Microsoft Excel 2016. I have updated the reference to new PPT object Library. The code creates a powerpoint but, crashes at AppActivate ("Microsoft PowerPoint") in Sub BuildPPT().

I would like to create a PPT, possibly just one slide where a block of text can slowly be changed one character at a time under the control of a VBA program. Sometimes a character is inserted and sometimes one character is replaced by another. Is this something I can do with VBA and PPT?

Thanks Drew. This article is old but interesting nonetheless. Having the ability to create PowerPoint presentation automatically using VBA has saved us countless hours in manually creating slides for frequently updated reports and dashboards.

Hi Chandoo, really love this VBA code you did 🙂

I need to create something similar like the example at the bottom: https://www.presentationpoint.com/blog/automating-powerpoint-from-excel/

Am wondering if you have a VBA for this, because the above link is a paid plug in, and i am just an intern trying to impress my boss hahaha

Great job here...What is frustrating to me is that there is no way, as far as I know, to do the same with Word documents. Word has so many options (forms, etc.) and it seems that one should be able to do the same with Word. I know that Word headings can be automatically converted but not images, forms, etc. (as far as I know). Is anyone aware of any VBA routine that will allow us folks that like to use Word in document generation to do a similar thing that has been demonstrated here???? Thanks!!!

@York Have a read of : https://social.msdn.microsoft.com/Forums/office/en-US/aa1ae70a-4a70-467f-afea-318de2281f71/using-vba-to-capture-word-documents-and-paste-to-powerpoint?forum=officegeneral

Why you just don't create the image linked with you excel table?. So any changes in the excel table will make the powerpoint chart update.

Please make a VB script in excel paid basis

Really Helpful content Chandoo, I also have some of excel tools developed at my end. Can be really helpful for data analysts and process engineers. Please let me know how can I contribute my bit.

Thanks Drew!

No sé como resolver en powerpoint error en presentación Application (unknown member): Invalid request. There is no currently active document window. desde un boton en una diapositiva quiero que vaya a la diapositiva 2 y abra formulario.

Sub acceso_inicial_Click()

Application.ActiveWindow.View.GotoSlide 2

UserForm1.Show End Sub

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How to Create Your Presentation Using Excel

When we talk about Spreadsheets, we all think of the intersection of rows and columns. But, what we were really missing out on was that it can be used for making presentations on it. 

While PowerPoint has been the go-to platform for creating presentations, many of us ignore the powerful features of Microsoft Excel for this purpose. 

In this detailed article, let’s explore how to make a presentation using Excel to create engaging and dynamic presentations that captivate your audience.

1. get a template online.

The first step in creating a presentation using Excel is to find a template according to your choice. 

There are many websites that offer pre-designed templates specifically made for Excel presentations. These templates provide a starting point, which helps you in organizing your content effectively. 

Choose a template that aligns with the theme of your presentation to give it a professional and cohesive look. After choosing the customizable template, start adding the content in the placeholders like titles, subtitles, and content, streamlining the process and saving you valuable time.

2. Name your worksheets correctly

The second step in making a presentation using excel , is giving your worksheet an appropriate name. Make sure that each worksheet has a clear and descriptive name that reflects its content. This not only helps you in staying organized during the creation process but also makes navigation easy when presenting. 

A well-named worksheet is a roadmap for both you and your audience, ensuring a smooth flow from one section to another. Avoid generic names like “Sheet1” and opt for titles that convey the purpose or topic, enhancing the overall professionalism of your presentation.

3. Define your header/title

A compelling header or title is crucial for grabbing your audience’s attention. In Excel presentations, the header serves as the focal point, setting the tone for the entire document. 

Choose a font that aligns with the overall theme and ensure the title is clear, concise, and relevant to your topic. Experiment with font sizes and styles to find the perfect balance that makes your title stand out without overpowering the rest of the content. 

Remember, a well-crafted header not only informs but also entices your audience to delve into the presentation.

4. Dos and don’ts of fonts

Selecting the right font type is paramount in ensuring readability and visual appeal. Stick to professional and easily readable fonts such as Arial, Calibri, or Times New Roman. Avoid overly decorative fonts that may distract or make the text difficult to comprehend. Consistency in font type contributes to a cohesive and polished presentation.

Balancing font size is essential to maintain readability throughout your presentation. Use larger fonts for titles and headings, gradually scaling down for subheadings and body text. Ensure that even those at the back of the room can comfortably read the content. Consistent font sizing enhances visual harmony and professionalism.

The color of your text can significantly impact the overall aesthetics of your presentation. Opt for contrasting colors to ensure text is easily distinguishable from the background. Maintain a consistent color scheme that aligns with your brand or theme. Avoid using too many colors, as it can lead to a cluttered and unprofessional look.

Consistent text alignment adds a sense of order to your presentation. Align titles, headings, and body text uniformly to create a visually pleasing layout. Excel provides options for left, right, center, and justified alignment. Experiment with different alignments to find the one that complements your content and enhances the overall flow of information.

5. Create space for breathing room

One common mistake in Excel presentations is overcrowding the slides with excessive information. To enhance readability and visual appeal, create sufficient breathing room around text and graphics. 

Adequate spacing improves focus, prevents visual clutter, and ensures that each element has room to shine. Use margins effectively, and don’t hesitate to leave empty space to guide your audience’s eyes to the most critical points. Remember, simplicity can be a powerful tool in delivering a clear and impactful message.

Learn More About Advance Excel Formulas And Functions

6. Add an Image

Visual elements, such as images, play a crucial role in engaging your audience. Excel allows you to seamlessly integrate images into your presentation, adding a dynamic and aesthetic dimension. Choose high-quality images that enhance your content and align with your message. 

Ensure that images are appropriately sized and positioned for optimal impact. Whether it’s a relevant graph, chart, or illustrative image, incorporating visuals into your Excel presentation can transform it from mundane to memorable.

7. Go off the grid 

Excel’s grid structure is excellent for data organization, but it can limit creativity in presentations. To break free from the grid, use text boxes, shapes, and other design elements to create a visually appealing layout. 

Experiment with layering, color gradients, and borders to add depth to your slides. Going off the grid allows you to customize the look of your presentation, making it more visually stimulating and tailored to your unique style.

8. Zebra stripes: Excel jungle law

Incorporate zebra striping to enhance the readability of tables and data sets while making your presentation using excel . Alternating row colors make it easier for your audience to follow information across rows, reducing the risk of data misinterpretation. 

Excel’s conditional formatting feature simplifies the process of adding zebra stripes, ensuring a polished and professional appearance. This subtle design element not only improves aesthetics but also facilitates a smoother comprehension of tabular data.

9. Use charts, tables, and graphs

Excel’s prowess in data visualization is a powerful tool for presentations. Convert your raw data into meaningful charts and graphs to engage your audience visually. From pie charts to bar graphs, Excel offers a range of options. Inserting a chart is as simple as selecting your data, navigating to the ‘Insert’ tab, and choosing the desired chart type.

Tables, on the other hand, are effective for presenting structured information. Excel makes it easy to create tables with the ‘Insert Table’ feature, allowing you to sort and filter data effortlessly.

10. Create cell styles

Excel’s cell styles allow you to customize the appearance of individual cells, further refining the visual appeal of your presentation. Experiment with different styles to highlight important data points, create emphasis, or maintain a consistent theme. 

Consistent cell styling contributes to a cohesive and polished look, showcasing attention to detail. Whether it’s bolding key figures, applying color-coded formatting , or utilizing other cell styling options, these subtle touches can elevate the professionalism of your presentation.

11. Show restraint

While Excel offers a myriad of design options, it’s crucial to exercise restraint to avoid overwhelming your audience. Stick to a cohesive color scheme, consistent fonts, and a balanced layout. 

Resist the temptation to overuse animations or flashy transitions that may distract from your message. A minimalist approach can be more impactful, ensuring that your content remains the focal point. Remember, the goal is to enhance, not overshadow, the information you’re presenting.

Final Verdict

Microsoft Excel can be a powerful ally in creating captivating presentations. By following the tips outlined in this guide, you can harness the full potential of Excel’s formatting and visualization features. 

From selecting the right font to incorporating images and charts, each element plays a role in delivering a compelling message. Remember to maintain consistency in design, use white space wisely, and leverage Excel’s functionalities to enhance the overall visual appeal. 

With these strategies, you can turn a seemingly mundane spreadsheet tool into a dynamic platform for effective presentations. 

Excel’s versatility extends far beyond numbers – it’s time to unlock its potential for impactful storytelling. And if you wish to learn more about excel , check other excel and many more courses of Gyansetu to upskill yourself in the future-driven field. 

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Excel Tutorial: How To Create An Interactive Excel Spreadsheet

Introduction.

Excel spreadsheets are a powerful tool for organizing and analyzing data, but creating an interactive excel spreadsheet takes your data presentation to the next level. In this tutorial, we will explore the steps to create an interactive excel spreadsheet that allows users to engage with the data, making it more meaningful and impactful for decision-making.

Creating interactive excel spreadsheets is important for data analysis and presentation , as it allows for dynamic exploration of the data, making it easier to identify trends, patterns, and insights. Additionally, interactive excel spreadsheets enhance presentations by providing a more engaging and user-friendly experience for the audience.

Key Takeaways

• Interactive excel spreadsheets enhance data presentation and analysis
• Understanding basic Excel functions is crucial for creating interactive elements
• Data validation and conditional formatting improve accuracy and highlight important trends
• Dynamic charts and graphs add depth to data visualization
• Macros can be used for automation and efficiency in Excel

Understanding the basic Excel functions

Excel is a powerful tool for data management and analysis, and it is essential to understand the basic functions to create an interactive spreadsheet. Here are the key points to familiarize with:

• SUM: This function allows you to add up a range of cells in your spreadsheet.
• AVERAGE: Use this function to calculate the average value of a range of cells.
• COUNT: The COUNT function helps in counting the number of cells containing numerical data within a specified range.
• Basic arithmetic operations: Excel allows you to perform basic arithmetic operations such as addition, subtraction, multiplication, and division using simple formulas.
• Cell references: Understanding how to reference cells in formulas is crucial for creating interactive spreadsheets. Whether it's relative, absolute, or mixed references, knowing when to use each type is important.

Inserting interactive elements

Creating an interactive Excel spreadsheet can greatly enhance the user experience and make your data more dynamic. In this tutorial, we will explore the various methods for adding interactive elements to your Excel spreadsheet.

Adding drop-down lists for data input

Drop-down lists are a convenient way to restrict data input to a predefined set of options. To add a drop-down list to a cell in Excel, follow these steps:

• Select the cell where you want to add the drop-down list.
• Navigate to the "Data" tab on the Excel ribbon.
• Click on the "Data Validation" button.
• In the Data Validation dialog box, choose "List" from the "Allow" dropdown menu.
• Enter the options for the drop-down list in the "Source" field, separated by commas.
• Click "OK" to apply the drop-down list to the selected cell.

Inserting checkboxes for data selection

Checkboxes can be used to allow users to select multiple options from a list. To insert checkboxes into your Excel spreadsheet, use the following steps:

• Go to the "Developer" tab on the Excel ribbon. If the "Developer" tab is not visible, you can enable it in the Excel options.
• Click on the "Insert" dropdown and select "Checkbox" from the Form Controls section.
• Click and drag to draw the checkbox in the desired location on the spreadsheet.
• Right-click on the checkbox and choose "Format Control" to customize its properties.
• Link the checkbox to a cell where the value will be stored.

Creating buttons for navigation and data manipulation

Buttons can be used to perform various actions such as navigating to a different sheet, running a macro, or executing a formula. Here's how you can create a button in Excel:

• Go to the "Developer" tab and click on the "Insert" dropdown.
• Choose the "Button" control from the Form Controls section.
• Click and drag to draw the button on the spreadsheet.
• In the Assign Macro dialog box, you can either select an existing macro or record a new one.
• Click "OK" to apply the button to the spreadsheet.

Data validation and conditional formatting

One of the key aspects of creating an interactive excel spreadsheet is to ensure the accuracy of the data input and to highlight important data trends using conditional formatting.

Setting up data validation for input accuracy

Data validation is a feature in Excel that allows you to control what type of data can be entered into a cell, and ensures that only valid data is input. To set up data validation, follow these steps:

• Click on the cell or range of cells where you want to apply data validation.
• Go to the Data tab and click on Data Validation.
• In the Data Validation dialog box, choose the criteria for the data validation, such as whole number, decimal, list, date, or time.
• Set the input message and error alert to guide users on the type of data allowed.

Using conditional formatting to highlight important data trends

Conditional formatting is a powerful tool in Excel that allows you to format cells based on specific conditions or criteria. This can be used to highlight important data trends and make the spreadsheet more interactive. To apply conditional formatting, follow these steps:

• Select the range of cells where you want to apply conditional formatting.
• Go to the Home tab and click on Conditional Formatting.
• Choose the formatting rule based on specific conditions, such as greater than, less than, between, equal to, or text that contains.
• Customize the format style, such as font color, fill color, or icon sets.

Applying conditional formatting based on specific criteria

Conditional formatting can also be applied based on specific criteria, such as highlighting cells that contain a certain value or meeting a specific condition. To apply conditional formatting based on specific criteria, follow these steps:

• Choose the formatting rule based on specific criteria, such as highlighting cells that contain specific text, duplicate values, or top/bottom values.
• Customize the format style to visually represent the specific criteria.

Creating dynamic charts and graphs

Excel provides powerful tools for creating interactive and dynamic charts and graphs. By using pivot tables and slicers, you can easily make your spreadsheet visually engaging and user-friendly.

Understanding Pivot Tables

Pivot tables are a great tool for summarizing and analyzing large datasets. They allow you to group and categorize data, making it easier to create dynamic charts.

Creating a Pivot Table

To create a pivot table, select your dataset, go to the Insert tab, and click on PivotTable. Then, choose the fields you want to analyze and the type of calculation you want to perform (e.g., sum, average, count).

Generating Dynamic Charts

Once you have your pivot table set up, you can easily create dynamic charts by selecting the data and going to the Insert tab. From there, choose the type of chart you want to use and customize it to your liking.

What are Slicers?

Slicers are visual filters that allow users to quickly and easily filter data in a pivot table or chart. They provide an interactive way to explore and analyze your data.

Adding Slicers to Pivot Tables

To add a slicer to a pivot table, click on the pivot table, go to the Analyze tab, and then click Insert Slicer. Choose the fields you want to use as filters, and Excel will create a visual control for each field.

Customizing Slicers

You can customize slicers by changing their size, style, and layout to better fit your spreadsheet's design. Additionally, you can connect multiple pivot tables and charts to a single slicer, allowing for seamless interactive filtering across various elements.

Using macros for automation

Macros are a powerful tool in Excel that allows users to automate repetitive tasks, saving time and increasing efficiency.

Recording a macro is simple and can be done by navigating to the "View" tab, selecting "Macros" and then "Record Macro". Users can then perform the desired task, and Excel will record the actions. This recorded macro can then be used to automate the same task in the future with just a click.

B. Assigning macros to buttons for quick access

Once a macro is recorded, it can be assigned to a button for quick access. This can be done by adding a button from the "Developer" tab and then assigning the macro to it. This allows users to execute the macro with a single click, making repetitive tasks even more efficient.

Creating interactive excel spreadsheets is a valuable skill that can enhance the functionality and visual appeal of your data. By incorporating drop-down lists, checkboxes, and other interactive elements, you can make your spreadsheets easier to use and understand. This can ultimately improve efficiency and productivity in your work. We encourage you to continue exploring and practicing with the various interactive elements in Excel to take your spreadsheet design to the next level.

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Improve Your PowerPoint Presentation with Excel Data Visualizations

Nothing makes information more vivid than a great visualization. We show you how to prepare your data in Excel and import the charts into PowerPoint for a lively presentation.

Ready to present your findings? Find out how to visualize your data using Excel and PowerPoint.

We've all sat through boring PowerPoint presentations at one point or another, and they're no fun. You can use countless ways to liven things up  and something as simple as a chart made with Excel can go a long way.

Here's everything you need to know about creating a data visualization in Excel and exporting that content directly to a PowerPoint presentation — you might be surprised by just how easy it is.

Prepare Your Data

The first step to a professional chart is ensuring that we have all the necessary data arranged correctly. The following section will show you how to do just that for all the most common types of data visualization produced with Excel.

Column, Bar, Line, and Area Charts

The data for these charts doesn't require much processing, just ensure that your data is separated into columns or rows, and properly labelled. These two examples below demonstrate that you can use either a vertical or horizontal layout for your data.

Pie and Doughnut Charts

For a single data series, lay out your data in one column or row, with labels in a separate column or row.

If you're charting more than one data series using a doughnut chart, just add another column or row containing the additional figures. Giving each series a label isn't mandatory, but it will help you keep track of your information.

Scatter and Bubble Charts

For scatter charts, place your data for the X and Y axes in adjacent columns.

For a bubble chart, include what size you want individual bubbles to be in a further adjacent column.

Create Your Chart

Next, we're going to create the chart in Excel — my example will  be a pie chart about pies, but the same concepts will apply no matter what kind of visualization you're aiming for.

Above, you can see that I've arranged my data in the correct format for a pie chart and highlighted the entire selection. With that done, it's time to head to the Insert tab and click the pop-out button on the Charts section.

The resulting window is split into two tabs; recommended charts and all charts. The former option is helpful if you're not sure what's the best way to visualize your data , but otherwise you can simply pick the correct option from the full list. The All Charts tab offers up lots more options, so it's really worth poring through the list to find the most appropriate chart.

Once you've selected your desired option, Excel will create a basic version of the chart — but it's likely that you'll want to make some edits for yourself.

First, let's change that title to something a little bit more informative. All we need to do is click the text once to select the text box, and another to drop our cursor into it so that we can make edits.

Next, let's take a look at the three icons that show up on the edge of our chart when we click on it. The box with a plus symbol helps us adjust Chart Elements , like its title and its legend. Marking the checkbox confirms that these elements should be included, while clicking the small arrow will offer up some more in-depth options.

The paintbrush icon lets us adjust the chart's color scheme , either choosing from pre-made styling templates or picking out individual shades. I'm not completely happy with the default color palette, so I'm swapping it out for a monochromatic chart.

The third icon allows us to filter the data that goes into the chart, which is particularly handy if you're working with more than one series. However, there are plenty of other uses — below, I've used the tool to quickly create a chart that only looks at dessert pies.

Once you're all set with these adjustments, we can export the chart into PowerPoint.

Transfer Your Chart to PowerPoint

Exporting your chart from Excel to PowerPoint is as easy as copying and pasting it across — but there are a couple of pitfalls to avoid. Select your chart in Excel by clicking on the background, making sure that you're not accidentally selecting a particular element, then use CTRL + C to copy the data to your clipboard. You can also right-click on its background to copy from the context menu.

Once this is done, open up PowerPoint and navigate to the slide that you want the chart to appear on. Use CTRL + V to paste the chart in place.

However, there's one more step to complete if you want to do the job properly. While the chart might already look correct, now's the time to make an important decision about how it's placed in the presentation.

This small dropdown will help you decide if your chart is linked to the Excel spreadsheet it's based on, a straightforward way of making your data available to viewers. Choosing one of the options featuring the phrase Link Data will link your visualization to the spreadsheet, whereas those that feature the phrase Embed Workbook will make that document available as part of the presentation itself .

You can also opt to paste the chart as a picture, but this doesn't offer any of the same fact-checking benefits as the other two. Once you've made this selection, you're free to integrate the visualization into your presentation however you see fit.

Visualize It to Realize It

It's not difficult to turn data from an Excel spreadsheet into a chart for your PowerPoint presentation — but this kind of visualization can really help your audience digest the information .

Microsoft has gone to great lengths to make its Office suite work as a cohesive unit, so using individual programs in tandem can produce great result. Just consider the strengths of each of its component parts; PowerPoint is great for presenting to an audience, but working with data is definitely a job for Excel.

While this guide put the focus on PowerPoint, you can use the exact same method to export charts to other programs in the Office suite — keep that in mind next time you want to include a visualization in an essay written in Word, or add it to  your OneNote notebook .

Do you have more questions about using Excel charts in your PowerPoint presentation? Or are you confident enough to offer help to other users? Either way, head to the comments section below to join the discussion.

How-To Geek

How to link or embed an excel worksheet in a powerpoint presentation.

Sometimes, you want to include the data on an Excel spreadsheet in a Microsoft PowerPoint presentation.

Quick Links

What's the difference between linking and embedding, how to link or embed an excel worksheet in microsoft powerpoint.

Sometimes, you want to include the data on an Excel spreadsheet in a Microsoft PowerPoint presentation. There are a couple of ways to do this, depending on whether or not you want to maintain a connection with the source Excel sheet. Let's take a look.

You actually have three options for including a spreadsheet in a PowerPoint presentation. The first is by simply copying that data from the spreadsheet, and then pasting it into the target document. This works okay, but all it really does is convert the data to a simple table in PowerPoint. You can use PowerPoint's basic table formatting tools on it, but you can't use any of Excel's features after the conversion.

While that can be useful sometimes, your other two options---linking and embedding---are much more powerful, and are what we're going to show you how to do in this article. Both are pretty similar, in that you end up inserting an actual Excel spreadsheet in your target presentation. It will look like an Excel sheet, and you can use Excel's tools to manipulate it. The difference comes in how these two options treat their connection to that original Excel spreadsheet:

• If you link an Excel worksheet in a presentation, the target presentation and the original Excel sheet maintain a connection. If you update the Excel file, those updates get automatically reflected in the target presentation.
• If you embed an Excel worksheet in a presentation, that connection is broken. Updating the original Excel sheet does not automatically update the data in the target presentation.

There are advantages to both methods, of course. One advantage of linking a document (other than maintaining the connection) is that it keeps your PowerPoint presentation's file size down, because the data is mostly still stored in the Excel sheet and only displayed in PowerPoint. One disadvantage is that the original spreadsheet file needs to stay in the same location. If it doesn't, you'll have to link it again. And since it relies on the link to the original spreadsheet, it's not so useful if you need to distribute the presentation to people who don't have access to that location.

Embedding that data, on the other hand, increases the size of presentation, because all that Excel data is actually embedded into the PowerPoint file. There are some distinct advantages to embedding, though. For example, if you're distributing that presentation to people who might not have access to the original Excel sheet, or if the presentation needs to show that Excel sheet at a specific point in time (rather than getting updated), embedding (and breaking the connection to the original sheet) makes more sense.

So, with all that in mind, let's take a look at how to link and embed an Excel Sheet in Microsoft PowerPoint.

Linking or embedding an Excel worksheet into a PowerPoint presentation is actually pretty straightforward, and the process for doing either is almost identical. Start by opening both the Excel worksheet and the PowerPoint presentation you want to edit at the same time.

In Excel, select the cells you want to link or embed. If you would like to link or embed the entire worksheet, click on the box at the juncture of the rows and columns in the top left-hand corner to select the whole sheet.

Copy those cells by pressing CTRL+C in Windows or Command+C in macOS. You can also right-click any selected cell, and then choose the "Copy" option on the context menu.

Now, switch to your PowerPoint presentation and click to place the insertion point where you would like the linked or embedded material to go. On Home tab of the Ribbon, click the down arrow beneath the "Paste" button, and then choose the "Paste Special" command from the dropdown menu.

This opens the Paste Special window. And it's here where you'll find the only functional different in the processes of linking or embedding a file.

If you want to embed your spreadsheet, choose the "Paste" option over on the left. If you want to link your spreadsheet, choose the "Paste Link" option instead. Seriously, that's it. This process is otherwise identical.

Whichever option you choose, you'll next select the "Microsoft Excel Worksheet Object" in the box to the right, and then click the "OK" button.

And you'll see your Excel sheet (or the cells you selected) in your PowerPoint presentation.

If you linked the Excel data, you can't edit it directly in PowerPoint, but you can double-click anywhere on it to open the original spreadsheet file. And any updates you make to that original spreadsheet are then reflected in your PowerPoint presentation.

If you embedded the Excel data, you can edit it directly in PowerPoint. Double-click anywhere in the spreadsheet and you'll stay in the same PowerPoint window, but the PowerPoint Ribbon gets replaced by the Excel Ribbon and you can access all the Excel functionality. It's kind of cool.

And when you want to stop editing the spreadsheet and go back to your PowerPoint controls, just click anywhere outside the spreadsheet.

How to Create Financial Presentations for Board Meetings in Excel

Excel is a versatile and widely used tool for creating financial presentations for board meetings. Its built-in features enable you to easily gather, analyze, and visualize financial data in a professional and impactful manner. In this article, we will cover a comprehensive guide on how to create financial presentations for board meetings in Excel, including tips on understanding your audience, choosing the right charts and graphs, adding macros and custom functions, and more.

Table of Contents

Why Excel is the Best Tool for Financial Presentations

There are several reasons why Excel is the best tool for creating financial presentations. First and foremost, it is a widely used and trusted tool in the business world. Most board members are familiar with Excel and its functionality, making it easy for them to understand and interpret the data presented.

Secondly, Excel provides a range of features including formulas, charts, and pivot tables that enable you to easily gather and analyze financial data. With its powerful data analysis capabilities, you can quickly identify trends, patterns, and outliers in your data. This makes it easy to create insightful and accurate financial presentations.

Additionally, Excel allows for easy customization and formatting of financial data. You can easily adjust the font size, color, and style to make your presentation visually appealing and easy to read. You can also add logos, images, and other graphics to enhance the overall look and feel of your presentation.

Understanding Your Audience: What do Board Members Want to See?

Before creating a financial presentation, it is important to understand your audience. In this case, it is the board members. They are your stakeholders and their understanding is critical for the success of your presentation. Knowing what the board members want to see will enable you to tailor your presentation to their needs.

Board members typically want to see a summary of your financial data, including key metrics and trends. They want to be able to identify the financial health of your organization quickly and easily. Therefore, it is important to provide them with clear and concise information that is easy to understand.

In addition to presenting financial data, board members also want to see how your organization is performing in relation to its goals and objectives. They want to know if the organization is on track to meet its targets and if any adjustments need to be made to ensure success. Therefore, it is important to include information on your organization’s strategic plan and how it aligns with your financial performance.

Another important aspect that board members want to see is transparency. They want to know that the financial data presented is accurate and reliable. Therefore, it is important to provide supporting documentation and explanations for any discrepancies or unusual trends in the data. This will help build trust and confidence in your organization’s financial management.

Gathering and Analyzing Financial Data for Your Presentation

To create a financial presentation, you first need to gather and analyze financial data. This can include revenue, expenses, cash flow, and more. You can use Excel’s built-in features such as formulas and pivot tables to analyze this data and identify key trends and patterns.

Once you have analyzed the data, you need to organize it into a clear and concise format that is easy to understand. You can use various charts and graphs to visualize your data and provide a clear snapshot of the financial health of your organization.

It is important to ensure that the financial data you present is accurate and up-to-date. This means regularly updating your data and double-checking your calculations. Additionally, it is important to provide context for your data by explaining any external factors that may have influenced your organization’s financial performance. By providing accurate and contextualized financial data, you can help your audience make informed decisions and gain a better understanding of your organization’s financial health.

Choosing the Right Charts and Graphs to Visualize Data

The choice of charts and graphs for your presentation is critical. You need to choose charts and graphs that clearly and accurately represent your data. Some of the most commonly used charts and graphs in financial presentations include line charts, bar charts, pie charts, and scatter plots. You can also use Excel’s advanced charting features such as sparklines and pivot charts to create more complex visualizations.

It’s important to keep in mind that the type of data you are presenting should also influence your choice of charts and graphs. For example, if you are presenting data over time, a line chart may be the most appropriate choice. On the other hand, if you are comparing different categories, a bar chart or pie chart may be more effective. Additionally, consider the audience you are presenting to and their level of familiarity with data visualization. Choosing charts and graphs that are easy to understand and interpret can help ensure that your message is effectively communicated.

Formatting Tips for a Professional Presentation

A professional presentation requires careful attention to formatting. Your presentation should have a clear, consistent, and visually appealing layout. You can use Excel’s formatting options to adjust fonts, colors, and themes to create a professional look and feel.

You should use titles, headings, and subheadings to organize your presentation into sections. This makes it easier for the board members to navigate through the presentation and find the information they need.

Another important aspect of formatting your presentation is to use appropriate images and graphics. These can help to illustrate your points and make your presentation more engaging. However, it’s important to use high-quality images that are relevant to your topic and don’t distract from your message.

Creating Interactive Dashboards for Board Meetings

Interactive dashboards are a great way to provide real-time data to board members. You can use Excel’s built-in features to create interactive dashboards that enable board members to explore your financial data in real time. Interactive dashboards can be shared online or via email, making it easy to access and view the data from anywhere.

Additionally, interactive dashboards can be customized to display specific data sets and metrics that are relevant to the board’s interests. This allows board members to quickly and easily identify trends, patterns, and areas of concern, without having to sift through large amounts of data. Furthermore, interactive dashboards can be updated in real-time, ensuring that board members always have access to the most up-to-date information. Overall, creating interactive dashboards is an effective way to streamline board meetings and improve decision-making processes.

Adding Macros and Custom Functions for Advanced Analysis

If you have advanced analysis requirements, you can use Excel’s macro and custom function features to automate tasks and perform complex analysis. Macros are a series of commands that automate repetitive tasks, while custom functions are formulas that you can create to perform specific calculations.

Macros can be created using Visual Basic for Applications (VBA), which is a programming language used to automate tasks in Excel. With VBA, you can create custom macros that perform complex calculations, manipulate data, and automate repetitive tasks. This can save you a lot of time and effort, especially if you work with large datasets or perform complex analysis.

Custom functions, on the other hand, allow you to create your own formulas that perform specific calculations. For example, you can create a custom function that calculates the average of a range of cells, or a function that converts units of measurement. Custom functions can be created using VBA or the built-in Function Wizard in Excel. Once you create a custom function, you can use it just like any other formula in your spreadsheet.

Collaborating with Your Team on the Presentation in Excel Online

Collaboration is an important aspect of creating financial presentations. You can use Excel Online to collaborate with your team in real time, even if they are in different locations. Excel Online enables you to work on the same presentation simultaneously, making it easy to share ideas, make changes, and get feedback.

One of the benefits of collaborating on a presentation in Excel Online is that it allows for version control. You can easily see who made changes and when, and revert to a previous version if necessary. This ensures that everyone is working on the most up-to-date version of the presentation.

Another advantage of using Excel Online for collaboration is that it integrates with other Microsoft Office applications, such as Word and PowerPoint. This means that you can easily import data from other sources and export your presentation to other formats for sharing with stakeholders.

Best Practices for Presenting Financial Data to Board Members

Presenting financial data to board members is a critical skill. You should be confident, knowledgeable, and prepared. You should also be able to communicate your data in a clear and concise manner. Some best practices for presenting financial data include reviewing your data thoroughly, practicing your presentation, and anticipating questions from board members.

Troubleshooting Common Issues in Excel Presentations

Excel presentations can sometimes encounter issues such as data errors, formatting problems, or compatibility issues. You should be familiar with common issues and know how to troubleshoot them. Excel offers a range of resources and tools to help you resolve these issues, including online forums and support.

Alternatives to Excel: Other Tools for Financial Presentations

Excel is not the only tool for creating financial presentations. There are several alternatives available that offer similar functionality, including Google Sheets, Zoho Sheet, and Libre Office Calc. These tools are free or low cost and offer a range of features for creating professional financial presentations.

Advanced Excel Techniques for Analyzing Large Datasets

If you are working with large datasets, you may need to use advanced Excel techniques to analyze the data. This can include using Excel’s Power Pivot feature, which enables you to work with large datasets and perform complex analysis. You can also use Excel’s VBA (Visual Basic for Applications) to automate tasks and perform custom analysis.

Tips for Optimizing Your Presentation for Mobile Devices

Mobile devices are becoming increasingly popular for accessing financial data. You should optimize your presentation for mobile devices to ensure that it is easy to view and navigate. This can include using responsive design, minimizing the use of large images or graphics, and ensuring that the presentation is accessible for users with different screen sizes.

Using Excel Add-Ins to Enhance Your Financial Presentations

Excel add-ins are software applications that extend Excel’s functionality. There are several Excel add-ins available that can enhance your financial presentations. These can include add-ins for forecasting, data visualization, and financial analysis. Excel add-ins can make it easier and faster to create powerful and impactful financial presentations.

In conclusion, Excel is a powerful and versatile tool for creating financial presentations for board meetings. With its built-in features and advanced functionality, you can easily gather, analyze, and visualize financial data in a professional and impactful manner. By following the tips and techniques outlined in this article, you can create compelling financial presentations that impress your board members and help drive business success.

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Excel Charts In Powerpoint

Key takeaway:.

• Excel Charts in PowerPoint can be a powerful tool for enhancing presentations: Using Excel Charts in PowerPoint can help to present data in a visually appealing and easy-to-understand manner, making presentations more effective and engaging.
• Inserting Excel Charts in PowerPoint is simple and straightforward: Excel Charts can be easily inserted into PowerPoint using either the copy and paste method or the Excel Object insertion method, both of which are simple to execute and offer flexibility in terms of editing and customization.
• A few best practices can help ensure the best results when using Excel Charts in PowerPoint: Consistency in chart design, choosing appropriate chart types for data, and ensuring data accuracy are all key factors that can help make Excel Charts in PowerPoint more effective and impactful.

Have you ever wanted to use data visuals to make a point in a presentation? Excel Charts in PowerPoint makes it easy for you to create a professional, dynamic presentation that captivates your audience. With a few simple steps, you can turn data into powerful visuals to help bolster your message.

Overview of Excel Charts in PowerPoint

Excel charts are a powerful tool for creating visual representations of data. They can help communicate complex information quickly and effectively. When used in PowerPoint presentations, Excel charts can enhance the overall impact of the presentation and convey the information more clearly.

Here are six key features of using Excel charts in PowerPoint:

• Excel charts are easily customizable in PowerPoint. Users have access to a range of chart styles and formatting options that can be tailored to the specific needs of the presentation.
• Excel charts can be updated easily. Users can update charts directly within PowerPoint and the changes will be reflected in real-time. This saves time and effort, as there is no need to create new charts each time data is updated.
• Excel charts can be animated in PowerPoint. Animation can help to engage the audience and draw attention to important data points.
• Excel charts can be excellently manipulated in PowerPoint. Users can arrange the charts on the slide and resize them as desired to make them stand out or fit in with the overall design of the presentation.
• Excel charts are seamlessly integrated into the PowerPoint presentation. Users can embed the charts directly into the presentation without having to switch between different applications.
• Excel charts allow for data-driven presentation design. Users can create a presentation based on data insights and showcase the data in an easily digestible format using Excel charts.

In addition to these benefits, Excel charts offer a level of flexibility that allows users to create the precise visual representation needed to convey the data effectively.

It’s worth noting that Microsoft first introduced Excel charts in PowerPoint in 1993, and since then, they have become an integral feature of the software. The seamless integration of Excel and PowerPoint has been a core focus of Microsoft, and it is clear that users appreciate the convenience and functionality of using Excel charts in PowerPoint.

Benefits of using Excel Charts in PowerPoint

Excel Charts in PowerPoint: Professional Benefits Explored

Excel Charts in PowerPoint enhance the visual appeal of presentations, and assist in better data comprehension, especially in professional settings.

Advantages of Integrating Excel Charts in PowerPoint

• Excel Charts help in displaying complex data sets in a visually informative and easy-to-understand format.
• Excel Charts keep the data point consistent and ensure accuracy in presentation.
• Excel Charts allow for better presentation customization, including style, colors, and fonts.
• Excel Charts can be easily updated and edited to reflect new data sets.
• Excel Charts offer an efficient and impressive way to present quantitative information.

Unique Details about Excel Charts in PowerPoint Integration

Essentially, incorporating Excel Charts in PowerPoint means more than just inserting data from Excel, but using it as an embedded data sheet in the PowerPoint. Such integration guarantees data consistency and easy update, while allowing formatting changes to be done on both platforms simultaneously.

Suggestions for Enhancing PowerPoint Presentations with Excel Charts

Incorporation of clear and concise titles, axis labels, and legends make it significantly easier for audience comprehension. Similarly, it is essential to select the correct chart type for the data presentation in order to maximize visual impact, and also optimize colors for better visual appeal.

How to Insert Excel Charts in PowerPoint

Want to place Excel charts in PowerPoint? No worries! Copy and paste them , or use the Excel Object in PowerPoint. You’ll be able to add your data quickly and without difficulty. Easy-peasy!

Copying and Pasting Excel Charts in PowerPoint

Selecting and Placing Excel Charts in PowerPoint

To embed and display charts created in Excel within the presentation slides of PowerPoint, users should follow a simple procedure:

• Copy your desired chart from the Excel worksheet by either right-clicking on it or pressing ‘CTRL + C.’
• Then, go to your desired slide location in PowerPoint and select either ‘Paste’ or ‘Paste Special’ options from the ‘Home’ tab.
• Finally, adjust size and formatting options for each specific chart as necessary.

It is important to note that depending on the type of data visualization used to create a chart, adjusting colors or size may be necessary to cater to your audiences needs.

Ensuring clear visual aids can support powerful narratives helps make for more effective presentations. Making sure visuals are large enough for audience members to see and understand ensures that everyone can get the most out of all presentations they attend! When PowerPoint and Excel collide, it’s like the ultimate power couple. Inserting Excel charts into PowerPoint? Piece of cake, even for technologically-challenged individuals.

Inserting Excel Charts using Excel Object in PowerPoint

Inserting Excel Charts in PowerPoint using Excel Object is a seamless way to enhance your presentations with rich data visuals that are easy to update and manipulate. Here’s how you can do it in just 6 simple steps:

• Open both Microsoft Excel and PowerPoint applications.
• Select the chart you want to insert into PowerPoint from your Excel spreadsheet.
• Click on Copy or press Ctrl+C on your keyboard.
• Go to the slide where you want to insert the chart in your PowerPoint presentation.
• Press Ctrl+V on your keyboard
• Right-click and select Paste from the context menu.
• Your chart will now appear in your slides, and you can format it as desired using various design tools available in PowerPoint.

When pasting an Excel chart into a PowerPoint presentation, ensure that both applications are open simultaneously. Make sure there are no confidential data present while copying the charts.

Did you know that Excel charts embedded in PowerPoint presentations were introduced back in 1997 with Microsoft Office? The feature has evolved significantly over time with newer versions of Office offering more advanced visual design tools for charts!

Editing Excel charts in PowerPoint: where you can finally fix all those mistakes you made in your data entry.

Editing Excel Charts in PowerPoint

Make your Excel charts look great in your PowerPoint presentations! To do this, you need to edit them. In this section, we’ll show you how to refine your charts. It’s called “Editing Excel Charts in PowerPoint” .

We will also teach you “Updating Chart Data in PowerPoint from Excel” and “Customizing Chart Elements in PowerPoint” . Match the look and feel of your presentation with these solutions!

Updating Chart Data in PowerPoint from Excel

To update chart data in PowerPoint from Excel, you can edit the charts directly from the presentation.

Follow these 4 simple steps to Update Chart Data in PowerPoint from Excel using Semantic NLP variation:

• On the slide with the chart, click on it to select it.
• In the ribbon menu, choose “ Chart Tools ” and then select “ Design “.
• Click “ Edit Data ” to open up the Excel spreadsheet containing the chart’s data.
• Make necessary changes in the Excel sheet then click outside of the spreadsheet window to automatically update the chart in PowerPoint.

It is worth noting that this method applies equally for bar graphs, pie charts as well as other chart types.

Pro Tip: If you want to make only minor edits or updates like changing labels or numbers on a chart, you can just double-click directly on that part of the visual inside PowerPoint and make those changes there.

Get ready to take your PowerPoint presentation to the next level by giving your charts a makeover that even Cinderella would envy.

Customizing Chart Elements in PowerPoint

Customizing the visual elements of a chart in PowerPoint enables you to create a cohesive and compelling presentation.

Here is a 4-Step Guide to Customizing Chart Elements in PowerPoint :

• Select the chart, go to ‘Chart Tools’ and click on ‘Design.’
• To modify chart elements, click on ‘Add Chart Element’ and select options such as ‘Data Labels,’ ‘Legends,’ or ‘Axis.’
• You can customize colors, shapes, and formatting of various elements through the “Format” tab.
• Ensure that your modifications are saved by right-clicking in the chart area and choosing “Save As Template.”

Of significance, keep in mind that when adding data labels to charts for large datasets, consider using leader lines or remove clutter by only labeling critical values.

Pro Tip: When modifying chart elements in PowerPoint remember that your final goal is to produce engaging graphics that enhance your message. Because who needs boring bullet points when you can visually impress with Excel charts in PowerPoint?

Best Practices for Using Excel Charts in PowerPoint

To smoothly integrate Excel charts in PowerPoint, it’s best to use these tips:

• Make sure a consistent design for the charts .
• Choose the correct chart type for your data .
• Verify that the data in the charts is accurate .

Keep Chart Designs Consistent

Establishing Uniformity in Chart Design

Maintaining a uniform template for the design aspects of Excel charts is crucial when creating presentations using PowerPoint. This helps to achieve consistency and ensures that your charts match the overall look and feel of your presentation. Here are five steps to keep chart designs consistent:

• Establish a standard format: Determine a set of standard formatting guidelines for your charts that meet your organization’s branding requirements.
• Use chart templates: Create templates with predefined designs, color scheme, labels, and data sources so that these can be quickly applied without compromising on visual consistency.
• Follow naming conventions: Use descriptive titles or names for each chart element (axis, title, data series) to easily locate and modify them.
• Reuse elements: Reusing design elements such as colors, fonts, and styles across different charts contributes to uniformity in chart design throughout the presentation.
• Test before sharing: Always check each slide containing the charts before presenting it to ensure that you have achieved consistency in both form and function.

Exemplary Characteristics

It takes time to develop an intuitive understanding of chart design best practices since they involve both technical skills and aesthetic judgement. Ensure that your PowerPoint slides remain aesthetically pleasing while still conveying important information by establishing uniformity in your chart design.

Unexpected Event

Microsoft Excel has been around for almost 30 years. The first version was introduced on September 30th, 1985! Since then, excel has become one of the most commonly used tools across workplaces all over the world.

Don’t be that person who uses a pie chart for everything – it’s like wearing a suit to the beach.

Use Appropriate Chart Types for Data Representation

When creating charts in Excel for use in PowerPoint, it’s critical to choose appropriate chart types that accurately represent the data. This ensures viewers understand the information presented without confusion.

Here is a sample table that shows which chart types are best suited to represent various kinds of data:

It’s important to note that each chart type has unique properties and best suits specific data types. Using the wrong chart type can result in inaccurate or confusing representations of the data.

Every organization should have internal guidelines about how they display data using Excel charts. For instance, some companies may prefer column charts over bar charts for comparison purposes. Therefore, practitioners must adhere to the organization’s standards and select appropriate chart types accordingly.

An illuminating fact is that Joseph Priestley used charts to illustrate scientific data back in 1765 . His graph showed the rise and fall of different gases under controlled conditions. Graphs plotting natural phenomena still use his technique today because it provides an effective way of representing complex information simply and intuitively.

Because nothing says ‘professional’ like a chart with inaccurate data – except maybe a typo in your boss’s name on the PowerPoint slide.

Ensure Data Accuracy in Charts

With the increasing reliance of businesses on data to make decisions, charts are an essential tool in delivering precise insights. Accurate data charting is vital since it provides a structure for proper decision-making. Clear analysis of data can only occur when the correct points are entered into spreadsheets and graphs flawlessly.

Any mistakes in data collection or presentation can severely impact analytical decisions, which could culminate in missed opportunities. Therefore, an imperative would be to ensure that all inputs are consistently checked and double-checked before sharing a graphic representation.

In one instance, planning officers at a leading travel company embarked on designing business plans based on misinformation about customer trends acquired by wrongly inputted spreadsheet formulas. This led to significant revenue loss from underestimation of their target market over some time due to unaltered graphs used for analyses.

Some Facts About Excel Charts in PowerPoint:

• ✅ Excel Charts can be easily added to PowerPoint presentations. (Source: Microsoft)
• ✅ Data in PowerPoint charts can be easily updated in real-time using linked Excel files. (Source: GoSkills)
• ✅ There are several chart types availabe in Excel to choose from, such as Bar, Line, Pie, and Scatter. (Source: Exceljet)
• ✅ Charts in PowerPoint can be customized with colors, font styles, and other design elements to match the presentation theme. (Source: SlideModel)
• ✅ Excel Charts in PowerPoint can help presenters convey complex data in an easy-to-understand format. (Source: BrightCarbon)

FAQs about Excel Charts In Powerpoint

What are excel charts in powerpoint.

Excel Charts in PowerPoint refer to the feature where users can insert charts and tables created in Excel into PowerPoint slides to represent data visually through graphs and charts that help convey information with ease.

How do I insert an Excel Chart into a PowerPoint presentation?

To insert an Excel Chart into a PowerPoint presentation, open the slide where you want to insert the chart and click “Insert” from the ribbon menu. Then, select “Chart” and choose the type of chart you want to insert. From there, select the Excel file that contains the data you want to include in the chart, and drag the selection box to adjust the size of the chart as needed.

How can I update an Excel Chart in PowerPoint?

To update an Excel Chart in PowerPoint, select the chart and then click the “Edit Data” button from the ribbon. This will open the Excel sheet where the chart is located, allowing you to make changes to the data. Once you have made the changes, close the Excel sheet and the changes will be automatically updated in the PowerPoint presentation.

What types of Excel Charts can be inserted into PowerPoint?

Almost all types of charts available in Excel can be inserted into PowerPoint, including line charts, pie charts, bar charts, area charts, scatter charts, and more. The process of inserting each type of chart is slightly different, but the overall steps remain the same.

Can I customize the appearance of an Excel Chart in PowerPoint?

Yes, you can customize various aspects of an Excel Chart in PowerPoint. You can change the chart type, axis labels, color scheme, font style, and more. To customize the chart, select it and then click the “Chart Tools” menu on the ribbon, where you can make your changes.

Can I animate an Excel Chart in PowerPoint?

Yes, you can add animation to an Excel Chart in PowerPoint to make it more engaging and interactive. To do this, select the chart and then click the “Animations” tab on the ribbon. From there, choose the animation effect and timing that you want to apply to the chart.

Microsoft 365 Life Hacks > Presentations > How you can use AI to help you make the perfect presentation handouts

How you can use AI to help you make the perfect presentation handouts

Enhancing your presentation with a well-crafted handout can significantly improve its impact. A presentation handout, summarizing key information from your slides, not only aids in audience comprehension and engagement but also assists in your preparation.

What is a presentation handout?

Whether you’re creating a lecture, business presentation, or sharing research in a PowerPoint, giving your audience a presentation handout can help them retain the information. A handout can also help them follow along and engage with your presentation. And best of all, creating a presentation handout can help you prepare for the presentation itself— and AI can help you speed up the presentation-handout creation process.

Use AI to help you find examples of presentation handouts

If you’ve never made a presentation handout before, you might not know where to start. It can help to view examples of presentation handouts so you can gain an understanding of what’s expected of you. Use these prompts in your preferred AI platform to help you find presentation handout examples:

• I’m a student creating a presentation on scientific research. Can you show me an example of a presentation handout for a research presentation?
• I’m creating a PowerPoint to share new school rules with my students. Can you help me find a good example of a presentation handout for teachers?
• I’m presenting a business report. Can you help me find a few examples of handouts to go along with a business report presentation?

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Use AI to help you organize your presentation handout

If you’re not sure how to organize your presentation handout, AI can help. You can copy and paste each slide into your favorite AI platform or give it a summary of your presentation. It’s important that you give the AI tool as much context as possible about your presentation to get the best results. Once you’ve given the AI tool enough context about your presentation, try these prompts to organize it:

• What key points from my PowerPoint are essential to include in my presentation handout?
• Based on my presentation, how long does my presentation handout need to be?
• Is there any information in my PowerPoint that doesn’t need to be in my presentation handout?

Ask AI to proofread your presentation handouts

Once you’ve created your presentation handout, you can copy and paste it into your preferred AI platform and ask it to proofread your work. It’s important that your presentation handout is clear and easy to follow. If you want AI to proofread your presentation handout, try these prompts:

• How can I simplify my presentation handout?
• Is my presentation handout clear and easy to read?
• Are there any spelling errors in my presentation?
• How well does my presentation handout follow my presentation?
• Is there any crucial information missing from my presentation handout?
• Can you make sure the style and tone of my presentation handout is professional?

Remember, while AI provides invaluable assistance, a final personal review is essential to catch any details it might miss, such as incorrect contact information. Finally, ensure there’s space for audience notes in your handout and practice your presentation thoroughly for a confident delivery.

When you’re done proofreading your presentation handout, make sure to leave some space in it for your audience to take notes. If you’re printing out your handouts, ensure you have enough copies for your audience. Don’t forget to practice your presentation so that you feel confident.

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Create a presentation

Create a presentation in powerpoint for the web.

With PowerPoint for the web running in your web browser, you can:

Create presentations that include images, videos, transitions, and animations.

Get to your presentations from your computer, tablet, or phone.

Share and work with others, wherever they are.

If you're using the desktop version of PowerPoint on a Windows PC, see the PowerPoint Quick Start .

If you're using the desktop version of PowerPoint on a Mac, see Office for Mac Quick Start Guides and PowerPoint for Mac Help .

Create, open, and name a presentation

Go to powerpoint.office.com .

Select New blank presentation , open a Recent file, select one of the themes , or start with a presentation template .

To name the presentation, select the title at the top and type a name.

If you need to rename the presentation, select the title and retype the name.

Add a slide

Select the slide you want your new slide to follow.

Select Home > New Slide .

Select Layout and the you type want from the drop-down.

When working in PowerPoint for the web, your work is saved every few seconds. You can select File > Save a Copy to create a duplicate copy in another location.

Or choose File > Download As to save a copy to your device.

When you're online, AutoSave is always on and saves your changes as you work. If at any time you lose your Internet connection or turn it off, any pending changes will sync as soon as you’re back online.

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