Pivot Tables and Charts and Embedding them into Power Point Presentations

Question

Pivot Tables and Charts and Embedding them into Power Point Presentations

Anonymous

Hello,

I work a lot with Scorecards created in Pivot Table Formats, multiple Customers (10), time frames (4) and products.

From the Pivot Table Scorecards Power Decks are updated at least quarterly for each customer with multiple charts.

The Power Point updates have been manual in the past but i have now been tasked with automating them by somehow embedding charts from the Pivot Table data into Power Point that automatically updates with each refresh.

What is the best way to create the charts, keep them static to specific customers data and have them updatable.

If I try Pivot Charts, as soon as I change the customer, the chart changes to the next chosen customer- have not found a way to keep them autonomous from each other, any suggestions?

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Answer accepted by question author

Anonymous

PivotTables, and their associated PivotCharts, can be made dynamic by using slicers.

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If you want to limit the data available to a user/presentation, use PowerQuery to filter/limit the data that is sent to the pivottable.

Creating A Custom Text Cleaning Function In Power Query

https://www.youtube.com/watch?v=WEbKDVAbLdk 8min

Let's take a closer look at the custom function I created for Problem of the Week #2 to clean up the messy data. It is important to create this custom M function o you don't have to repeat creating one when the same logic is needed in the future.

Clean and Extract Text the EASY Way - Pro Tip! https://www.youtube.com/watch?v=F1wxUCMjdMA

May 13, 2021 MyOnlineTrainingHub

With Power Query we can quickly and easily extract text strings, whether it's letters, either upper or lower case, or numbers, and even special characters. Download the sample Excel file here: https://bit.ly/3okDqDa

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2020 10 14- How to easily automate boring Excel tasks with Power Query!
https://www.youtube.com/watch?v=L4BuUzccLpo 17min
Power Query can automate the boring and laborious tasks of getting and cleaning data, reducing time spent on these tasks down to the click of a button! Get the files for this lesson here: https://www.myonlinetraininghub.com/i...
0:00 Introduction
0:27 Where to find Power Query
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3:44 Power Query example - get files from a folder
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15:37 Updating with new data with one click!

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Sounds like what you are creating in PPT is the equivalent of a 'Dashboard'. You may be able to do it all in Excel or PowerBI..

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Check out these 1hr webinars:

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**#1 Creating Interactive Excel Dashboards:**In this webinar I'm going to teach you how to build this interactive Excel Dashboard that you can update in less than 1 minute.
Yes, that's update the whole report with new data in less than 1 minute. Plus you get a copy of the Excel Dashboard file.
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#2 Dashboards Using Power Query & Power Pivot
When your colleagues see what you can do with Power Query and Power Pivot they'll think you're performing some kind of Excel magic!
In this webinar I'm going to show you how to use Power Query to get data from multiple sources, filter and clean it, send it to Power Pivot and create relationships between data tables.
Then I'll mash it up in PivotTables to create this interactive Excel Dashboard.
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#3 Power BI Dashboards for Excel Users
Power BI uses the same Power Query and Power Pivot tools available in Excel, and can get data from 60+ different sources.
Dashboards are built with Drag & Drop navigation. The interactive visualisations you create allow users to cross highlight and filter by clicking on the charts. Users can drill down to lower levels and even underlying data (with your permission).
You can schedule refreshes so your dashboards are always up to date, and Power BI plays nice with Excel - you can embed your own Excel charts, tables, even whole Excel dashboards.
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2 additional answers

Answer 1

Hi Mia,

Thanks for responding to me, and for the article about inserting Excel data in PowerPoint.

That part works, but the data I'm inserting in PowerPoint is mainly charts that come from Excel Pivot Table files.

These Pivot Table files are basically sales performance scorecards that get shared out to a broader audience that can use dropdowns to select from 10 different Geographies/customers, as well as 4 different time frames and multiple product groups.

I'm responsible for creating and updating PowerPoint Decks for each of those 10 geographies that utilizes multiple Excel charts. The problem I run into is if I create and embed updatable charts for geography / customer "A" when I go to create the same data for geography/ customer "B" the data I create for "B" overwrites what is embedded for "A".

Using the Pivot Table files for charting, whether it's Pivot Charts or regular Excel charts I have not found a way to make each geography/customer static so only their data updates each time.

Please let me know if this makes sense, or if you have more questions. I have been tasked with automating the PowerPoint Deck charts but have not gotten past the Pivot Table issue for creating them and keeping each geography/customer unique or static when embedding them.

Thanks,

Dave

Answer 2

Hi,

Kindly check the official article: Insert Excel data in PowerPoint (microsoft.com). Insert a linked chart in PowerPoint and it will update automatically each time you open the file.

For the other demand of keeping them static to specific customers data, please share some more detailed information about the data set.

Best Regards,

Mia

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Pivot Tables and Charts and Embedding them into Power Point Presentations

2 additional answers