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Going from Excel to PowerPoint

Going from Excel to PowerPoint. Echo Swinford Presentation geek @ echosvoice | echosvoice.com. Keeping colors and fonts intact. Should you link or embed your data?. Transferring charts. Transferring spreadsheets. Activate a spreadsheet during a presentation.

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Going from Excel to PowerPoint

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  1. Going from Excel to PowerPoint Echo Swinford Presentation geek@echosvoice | echosvoice.com

  2. Keeping colors and fonts intact Should you link or embed your data? Transferring charts Transferring spreadsheets Activate a spreadsheet during a presentation

  3. Keeping fonts and colors intact

  4. Office themes help you maintain consistency Colors Fonts Effects Slide layouts (background graphics)

  5. Office themes help you maintain consistency Colors Fonts Effects Slide layouts (background graphics)

  6. Default Office Theme Body font

  7. DEMO

  8. Choose a theme on the Page Layout tab in Excel

  9. DEMO

  10. PowerPoint Design tab > Save Current Theme C:\Users\UserName\AppData\Roaming\Microsoft\Templates\Document Themes For default, name it Default Theme.thmx

  11. Embedding vs linking (AKA pasting charts from Excel into PowerPoint)

  12. Picture (U) Use Destination Theme and Embed Workbook (H) • Keep Source Formatting and Embed Workbook (K) • Use Destination Theme and Link Data (L) • Keep Source Formatting and Link Data (F) EMBED LINK • Data lives in PowerPoint • Edits must be made in PowerPoint • Large workbooks will increase file size • Entire workbook is embedded (be careful of sensitive data) • Data lives in Excel • Data edits must be made in separate Excel file (must have access) • Formatting can still be edited • Does not increase file size • Risk of link breaking • Chart is not editable • Users tend to distort the image when it doesn’t fit as desired

  13. PowerPoint > File > Info > Edit Links to Files

  14. DEMO

  15. Pasting spreadsheets into PowerPoint

  16. Keep Text Only Use Destination Styles • Keep Source Formatting • Embed • Picture POWERPOINT TABLE EXCEL TABLE • Data becomes a PowerPoint table • Formatting from Excel file is maintained • Data becomes a PowerPoint table • Most formatting is stripped • Excel spreadsheet lives in PowerPoint • Excel formatting is maintained • Entire workbook is embedded • Large workbooks will increase file size • Can be clunky to edit, may truncate the data • Conditional formatting is maintained • Table is not editable • Users tend to distort the image when it doesn’t fit as desired • Unformatted text in a text box

  17. Link a spreadsheet: Insert > Object > Create From File Close the XLSX first!

  18. DEMO

  19. Activate a spreadsheet during a presentation

  20. Activate a workbook Insert the workbook using embed or link Optional: rename the embedded object in the Selection Pane (Home tab > Arrange) Animations tab > OLE Action Verbs > Open Optional: Add a trigger animation

  21. Keeping colors and fonts intact Should you link or embed your data? Transferring charts Transferring spreadsheets Activate a spreadsheet during a presentation

  22. Evaluations CBA Attendees Non-CBA Downloads https://bit.ly/2SD31Y0

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