Tuesday, March 14, 2017

Opening a Spreadsheet inside of a PowerPoint

Thanks to EllenFinkelstein.com for the tips.

I am making PowerPoint Presentation that includes lots of data, and I know that this client will want to see some of the background (detail) data besides just the summary data in the presentation.  Instead of having the Excel workbook open in the background, I decided to put the workbook in the presentation so that if the client wanted to see the data then Click! the data would be available.

Instruction for Office 2013

Create the spreadsheet with the data that you want to display.  Do all of the formatting, etc. needed.  Save it in the same directory as your PowerPoint (not absolutely necessary, but if you are on shared folders at work, it makes things a lot easier: if you can access your presentation then the presentation can access the spreadsheet).

Go to PowerPoint.

While on the slide in which you want the Spreadsheet to appear:
1.  Click on the "Insert" tab.
2.  In the "Text" group, click on "Object".
3.  Select the "Create from file" radio button.
4.  Browse to the spreadsheet you created, select it and click OK.
5.  Select the spreadsheet (in the presentation) go to the "Animations" tab.  In the "Advanced Animation" group, click on "Add Animation".
6.  At the bottom, click on "OLE Action Verbs".
7.  Select "Open" and click "OK".

Test it.

Now, during the presentation, when the client wants to see the detail, click on the spreadsheet and it will pop open in Excel.

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