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Guide

Microsoft PowerPoint from Excel, automatically.

Copying a chart from Excel into PowerPoint takes ten seconds. Doing it 400 times a month, correctly, is the job this guide is about: linking, refreshing, and generating slides from a sheet.

Three ways Excel data gets into PowerPoint

  1. Copy and paste. Fast once, wrong by the second cycle. Nothing knows where the number came from.
  2. Paste link. PowerPoint's own linking. Works for charts on one machine until the file moves, and never works for text boxes or tables with rules.
  3. Bind. An add in ties each shape to a cell, range or column and refreshes it on demand. This is what INSYNCR does.

Binding a slide to a sheet

Connect the workbook

Excel on your PC, on a network drive, or Excel Online in SharePoint. INSYNCR reads the sheets and named ranges; you pick the one the slide needs.

The data preview: the sheet as INSYNCR sees it.
The data preview: the sheet as INSYNCR sees it.

Bind text, charts and tables

A text box takes a cell. A chart takes a range and keeps your PowerPoint chart formatting, not Excel's. A table takes a range and grows or shrinks with the rows.

Binding a text box to a cell.
Binding a text box to a cell.

Style by value

Conditional formatting sets colors, fonts and chart series by rule. Style codes let the sheet itself say how a value should look.

Style codes: the sheet carries the formatting rule.
Style codes: the sheet carries the formatting rule.

Generating many slides, or many decks

This is the part copy and paste cannot do at all. With Snapshot, one slide becomes one slide per row: one per client, one per store, one per student. Snapshot Save As writes one file per record instead, in PowerPoint, PDF or MP4, named by a column you choose. The public example on the site is a 250 slide graduation deck generated in seconds.

Refreshing, and who presses the button

The person who built the links is the Automator. Everyone else who opens the deck and presses Refresh is a Viewer. A Viewer seat is 27 euros a month, billed annually; it needs one Automator license in the team. That split is why a bound deck can be handed to a colleague without handing over the workbook.

Where this goes wrong

A bound deck is only as good as the sheet. Named ranges beat cell addresses (they survive inserted rows), one row per record beats merged cells, and a column for the file name saves an afternoon later.

FAQ

Questions people ask before they try it

Can PowerPoint update automatically from Excel without an add in?

Paste Link updates charts and pictures from Excel while both files stay where they were. It does not bind text boxes, cannot filter, breaks when a file moves, and brings Excel formatting into the deck. Teams that need a recurring report use an add in that binds shapes instead.

Does it work with Excel Online and SharePoint?

Yes. Excel and Excel Online are in Starter; SharePoint lists and libraries are in Business.

Can it make one slide per row?

Yes. Snapshot creates one slide or one deck per record from a single template, and Snapshot Save As writes one file per record, PowerPoint, PDF or MP4.

Does the formatting come from Excel or from PowerPoint?

PowerPoint. The bound chart keeps the design of your template; Excel only supplies the values, unless you use style codes to carry a rule.

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