OfficeConnect for PowerPoint

Link live data from your OfficeConnect Excel workbook into PowerPoint slides.

OfficeConnect for PowerPoint lets you link tables and charts from your Excel workbook directly into PowerPoint slides. When the underlying Excel data refreshes, you can update the presentation with one click — no copy-pasting.

How it works

  1. You define named ranges in your OfficeConnect Excel workbook (a named range is a labeled group of cells)
  2. In PowerPoint, you link those named ranges into slides as tables or charts
  3. When you’re ready to update the presentation (e.g., for a new reporting period), refresh the links

Start OfficeConnect for PowerPoint

1
Open PowerPoint After OfficeConnect is installed, an OfficeConnect tab appears in PowerPoint’s ribbon.
2
Click Log In Enter your Adaptive Planning credentials, or click Log in with Workday. If you’re already signed in to OfficeConnect for Excel, PowerPoint logs you in automatically.

Create a named range in Excel

Before linking to PowerPoint, you need to name the range in Excel:

1
Select the cells in your OfficeConnect Excel report Select the table or chart data range you want to embed in PowerPoint.
2
Click in the Name Box The Name Box is the cell reference field at the top-left of the Excel grid (usually shows something like A1). Click it so the contents are selected.
3
Type a name and press Enter Enter a descriptive name (e.g., Q3_Revenue_Summary) with no spaces. The named range is created.
1
In PowerPoint, navigate to the slide Go to the slide where you want to insert the linked data.
2
In the OfficeConnect tab, click Link from Excel Browse to your OfficeConnect Excel workbook and open it.
3
Select the named range to link Choose from the available named ranges in the workbook.
4
The table or chart appears on the slide It’s now a live link — formatted exactly as it appears in Excel.

Update for a new period

When you’re ready to update the presentation (e.g., for the next month’s board deck):

  1. Update the data in your OfficeConnect Excel workbook (change the time element or refresh)
  2. In PowerPoint, go to the OfficeConnect tab and click Refresh Links
  3. Go to the linked slides and verify the data has updated
  4. Save the presentation

If you want to stop a slide’s data from updating:

  1. In PowerPoint, go to File → Info → Edit Links to Files
  2. Select the link you want to disconnect
  3. Click Break Link

The table or chart remains as a static object on the slide.