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Videos in this topic
19 short videos, each under two minutes.
- How to link a PowerPoint chart and table to Excel
- How to fix broken Excel links in PowerPoint
- How to check where a number in PowerPoint came from
- What INSYNCR does: PowerPoint reports that update themselves
- How to link a PowerPoint number to a row by name, not by number
- Why a linked chart breaks when Excel has text in a number column
- How to format numbers and percentages in a linked PowerPoint table
- How to add a date that updates itself in PowerPoint
- How to link a PowerPoint text box to Excel data
- Full vs relative file paths for linked Excel files in PowerPoint
- How to turn a PowerPoint number red or green automatically
- How to show auditors where a PowerPoint figure came from
- Client changed the model? Update a linked PowerPoint deck fast
- How to point a PowerPoint deck at a new Excel file
- How to filter linked data on a PowerPoint slide
- How to keep a regulatory submission in PowerPoint traceable
- How to make a progress bar in PowerPoint that follows your data
- How to link a picture in PowerPoint to your data
- How to make a monthly fund factsheet in PowerPoint that updates
Every video, in every topic, is on the videos page.
Link each part of a slide
- Text boxes: link one number or word to a cell or field.
- Tables: link a table that grows and shrinks with the data.
- Charts: link a native chart so it redraws on refresh.
- Pictures: pick a logo or photo from a column of file paths.
- Meters: a progress bar that follows your data.
- Dates: a date that updates itself.
- Hyperlinks: links that change with the data.
Rules, filters and formatting
- Data filters: link a number to a row by name, so sorting can't move it.
- Style codes: turn a number red or green by rule.
- Variables: one deck that shows a different report on demand.
Keep the numbers right
- Why Excel links break: the causes, and the fix for each.
- Best practices for live updates: habits that keep a deck working.
- Audit ready slides: checks that catch a wrong number first.
Background reading
- PowerPoint automation: the ways to stop updating slides by hand.
- Data presentation mistakes: and how to avoid them.
- PowerPoint dashboards: layout, fonts and placeholders.
- Data storytelling: turn live data into a clear story.
- How people read numbers: and what makes them act.
- Add ins for finance teams: matched to real jobs.
- A festival screen that fills itself: a live deck on stage.