What is the Excel Integration?

The Excel Integration is a feature in ProductivityPlus that lets users import and link an element (chart, table, graph etc.) from a Microsoft Excel file into PowerPoint. This link creates a path for updates to the element to flow from the original Excel file to PowerPoint. 

This article will explain the functionalities of the Excel Integration in the ProductivityPlus module. Find out how Excel elements (charts, tables, graphs etc.) can be imported into a PowerPoint slide, and how using the Link button will enable users to keep the element updated with any changes made to the original element in the Excel file. 

Link an Excel element into PowerPoint

1. Save your Excel document.
2. Copy the desired element (chart/table) from Excel (Ctrl+C).
3. Paste it into PowerPoint (Ctrl+V).
4. Click "Link" on the callout that appears on top of the copied element.
5. The Excel design will be applied to the PowerPoint element and a link will be created between the two elements.

Apply changes made in Excel to the linked element in PowerPoint

1. Click on the linked element in PowerPoint.
2. Click on "Update" on the callout that appears on top of the linked element.
3. The linked element will update to the latest version of the Excel document.

Open the source file of a linked element

1. Click on the linked element in PowerPoint.
2. Click on "Open" on the callout that appears on top of the copied element.
3. The source Excel file will open and the linked element will appear as selected.

Change the source of a linked element

1. Click on the linked element in PowerPoint.
2. Open the drop-down menu on the callout that appears on top of the copied element.
3. Click on "Change Source".
4. The File Explorer will open.
5. Select the desired version of the source file.
6. Click on "Open".
7. The source of the file will be change and the Excel element in PowerPoint will change accordingly. 

Note: "Change Source" only works with other versions of the original source file, meaning that the Excel documents must be saved using the "Save as" option, "Save a copy" is currently not supported. All versions must be either opened or closed.

Remove the link between Excel and PowerPoint

1. Click on the linked element in PowerPoint.
2. Open the drop-down menu on the callout that appears on top of the copied element.
3. Click on “Remove Link”.
4. The link between the Excel document and PowerPoint will be removed.

Open an overview of the linked elements

1. In SlideProof's ribbon, click on the Excel icon (alternatively click on "View All" in the drop-down menu of the callout that appears when clicking on the linked element).
2. An overview pane opens on the right side.
3. The overview provides information about each linked element, their source file, and the last update.

Updating elements:

• Update all: will update all Excel elements in the presentation
• Update slide: will update all Excel elements on the slide
• Update: will update all Excel elements on the slide

Changing the source

With the overview, you can also change the source files of your Excel elements. 

• In the slide view: you will be able to change the Excel source of a single item
• In the file view: you will be able to change the source file of several items