PPTshare's Presentation Tips
Integrating Excel into PowerPoint September, 2009

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Lately, a lot of clients have been asking about the best ways to use Excel within PowerPoint.  So, this month's newsletter's focus is Excel and PowerPoint.

First, decide whether you should link or embed the file, or simply copy the Excel data into the PowerPoint.  Following are few things to consider.
 
Link an Excel file
Linked Excel data is mapped to the PowerPoint.  It is live data, and it resides in the original Excel file.  The critical thing to remember when linking a file is that the PowerPoint file must always be accessible, on the same network as the Excel file (ideally, side by side, in the same folder).  If it is not, the data will still appear on the slide, but it will not update automatically.
  • Link when you want the Excel data to update automatically in the PowerPoint.  But remember, the two files need to stay on the same server.
  • Link when you have lots of presentations that reference a particular Excel chart. 
  • Link when you want to prevent users from editing the Excel data within the PowerPoint
  • Link when you want to resize the Excel data within the PowerPoint, it looks nicer than embedded data.
  • Link to reduce the size of the PowerPoint file
Embed an Excel file
Embedded Excel data resides within the PowerPoint file.  It is part of the PowerPoint.
  • Embed when you want the Excel data to be packaged within the PowerPoint.  You don't have to worry about file management issues (like broken links and sharing files)
  • Embed when you want to give users the ability to edit the Excel data
  • Embed when file size is not an issue
  • Embed if you don't mind users accessing the entire Excel worksheet, not just the chart that appears on a given slide
Copy & Paste as an Image
By copying and pasting the chart, table or graph, into PowerPoint, the file size will stay small, and the rest of your worksheet will remain private.  While the quality is not as good (text tends to get pixilated), the viewer will only see what you physically paste in as an image, thus barring them from the rest of your worksheet and from making edits.

If the exisitng features within PowerPoint and Excel do not suffice, we can customize a solution to your business needs. Just give us a call.

 

We look forward to hearing from you.

Sincerely,

AlexAnndra Ontra
PPTshare

(212) 213-1315