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Workplace Software and Skills

15.4 Microsoft Excel and Microsoft PowerPoint Integration

Workplace Software and Skills15.4 Microsoft Excel and Microsoft PowerPoint Integration

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Add PowerPoint slides to Excel worksheets
  • Incorporate Excel worksheets into PowerPoint slides
  • Integrate Excel charts into PowerPoint slides

WorldCorp shares information in a variety of ways and with multiple audiences. Integrating Excel and PowerPoint data is simply another way of presenting information to others in a streamlined format, often eliminating the need for sending multiple files. For example, you may need to share some key financial data with an external stakeholder, but you only wish to share some of that data as well as provide some context for it. A PowerPoint presentation that includes Excel charts and data tables can be a useful and visually interesting way of sharing this type of information. Using many of the same approaches covered in earlier sections, integrating Excel and PowerPoint is quite simple.

Add Microsoft PowerPoint Slides to Microsoft Excel Worksheets

The accounting department at WorldCorp has prepared a summary of recent transactions and saved that information in an Excel file. They also created a short PowerPoint presentation to explain the data and analysis. A formal meeting will not be held, but the department felt that including the presentation as part of the spreadsheet would be helpful when distributing the information to other departments. The presentation and Excel files have been created, but now we need to integrate the presentation into the Excel file so that it can be distributed to others.

The workbook is arranged into three sheets, with the first sheet being a brief summary of the data (Figure 15.40). We will integrate the PowerPoint file on the summary sheet. The first step is to select a cell where the slides will be integrated into Excel. We selected cell F1.

Cell E1 displays text: Link to presentation. Cell F1 is selected.
Figure 15.40 It is helpful to include a statement indicating that the presentation is linked. This helps users understand what they are looking at. (Used with permission from Microsoft)

As with other applications, you can either embed or link the file in Excel. Be aware that embedding the slideshow file, which makes it a part of the Excel file, can increase the size of the file considerably, especially if your presentation includes many graphics. You should have no problems sharing such a file via OneDrive, but you may experience some challenges if you need to email the large file to others, as some email systems restrict the size of files you can attach and send. Instead, you may want to choose linking, which simply establishes the connection between the two files. Let’s link the PowerPoint to our Excel file and display it as an icon rather than an image of the first slide in the slideshow.

We follow a similar path as in previous examples: Insert tab, then Text command group, then Object (Figure 15.41).

Excel Insert tab selected. Text button selected. Options include: Text Box, Header & Footer, WordArt, Signature Line, and Object (selected).
Figure 15.41 In Excel, the text command group is all the way on the right side of the ribbon. (Used with permission from Microsoft)

In the Insert Object dialog window that appears, select Create from File and find the PowerPoint file name (in this case, AccountingReport.pptx). Be sure to select Link to File and Display as Icon, then click OK (Figure 15.42). The icon that was displayed in the Insert Object window will be inserted into cell F1. You can resize and move the icon if desired. Also remember, you can change the icon to a different picture by clicking Change Icon. You can access the PowerPoint presentation by either double-clicking on the icon or right-clicking and choosing one of the options listed.

(a) Object window displays Link to file and Display as icon buttons selected. PowerPoint file icon visible at bottom. (b) Cell F1 displays icon for PowerPoint file inserted.
Figure 15.42 (a) To embed the PowerPoint file, click the Link to file box. (b) The icon clearly indicates that the file is a PowerPoint file. It uses the standard PowerPoint red color and shows the letter “P” so that users know what kind of file they are opening. (Used with permission from Microsoft)

Remember the shortcut on the Insert tab for linking a file. If you choose this option, you will get a drop-down list of the files you used most recently. You can also Browse to find the file you want to link by choosing Insert Link from the bottom of the drop-down list. When you click on the file name, a link with the name of the file will be inserted into the cell, as Figure 15.43 shows. You do not have an option to embed or display as an icon. Instead, the file name (Accounting Report) will be displayed. When you click on the link, the PowerPoint file will be opened in the PowerPoint application rather than within the Excel worksheet environment.

(a) Link button selected and opens to Recent Items (Accounting Report PowerPoint is visible) and Insert Link option. (b) Blue hyperlinked text is visible in cell F1 (Accounting Report).
Figure 15.43 (a) If the file you want to link is not in the Recent list, you can browse to find it. (b) Click on the link to access the PowerPoint file. (Used with permission from Microsoft)

Incorporate Microsoft Excel Worksheets into Microsoft PowerPoint Slides

Recall that you can use copy and paste to insert individual tables or charts into slides. Here we discuss going a bit further than simply copying and pasting. We are integrating the entire Excel file or specific parts of the Excel file into another application. We do this by either linking or embedding.

First, let us look at linking or embedding the entire Excel file into the PowerPoint file. To begin, open the slideshow file; in this example, it is called AccountingReport.pptx. The accounting department would like the recipients of the slideshow to also have access to the actual data file. This will enable the recipients to do their own data analysis. Choose the location to include the embedded or linked object in the presentation. In this example, let’s include an embedded object on the last slide and display it as an icon (see Figure 15.44). Click on the slide where you would like to insert the Excel object and complete the usual steps for inserting an object. The icon will then appear on the slide (Figure 15.45). It may be helpful to give the user some text indicating whether the Excel file is linked or embedded.

Insert tab selected. Insert Object window displays Create from file and Display as icon buttons selected. Excel file icon is visible. In slide, an added text box is visible with contact information.
Figure 15.44 Note that we added a text box to the bottom of the last slide, explaining who to contact with questions and showing exactly where the linked icon will be. (Used with permission from Microsoft)
In the PowerPoint slide, an inserted editable Excel icon is visible.
Figure 15.45 You can move and resize the icon if desired. (Used with permission from Microsoft)

To access the Excel file, double-click on the icon and the file will open in Excel. You can also right-click on the icon and choose Worksheet Object and then Open.

Just as in Excel, there is a shortcut on the Insert tab to link a file directly. The file will be linked with the file name displayed as in the example covered earlier in the chapter. Choose the drop-down menu from Link on the Insert tab to see a list of the most recent files. Remember, you can also browse for files, choosing the option at the bottom of the drop-down menu. When the file is linked in your slideshow, the font color will be light blue—a default setting in Office for indicating a linked file. It is possible that this color may not work well with your slide design, as you can see in Figure 15.46. In that case, simply select the file name text and change the font color and/or size to meet your needs. Refer to previous chapters to review the process for changing font colors, styles, and size in PowerPoint.

(a) The inserted link in PowerPoint is blue and underlined on a similar blue background, making it hard to read. (b) Text for link has been changed to underlined white on a blue background.
Figure 15.46 (a) The default for inserted file links is a light blue font with underlining. (b) You can change the font size and color to make it more visible against the blue background. (Used with permission from Microsoft)

If you would like to link only some of the information contained in the Excel file, you will need to use the Paste Special approach. You can also use the standard copy-and-paste approach, but this may alter the formatting or will not be updated if you make changes to the table. Therefore, using Paste Special is a better approach as it offers you more options for preserving formatting. One thing to note is that the columns/rows must be adjacent to each other when making your selection; you cannot copy rows or columns that are noncontiguous (not immediately adjacent to each other).

For this example, let’s link only the Volume Sold and Marginal Profit columns to our PowerPoint slide. First select the two columns you want to link, then copy those columns using either the Copy icon on the Home tab or right-click, then Copy (Figure 15.47). Determine where in the slideshow you would like the link to the Excel information to appear (Figure 15.48). Then choose Paste Special from the Paste options in the Clipboard command group. Choose Paste Link and click OK. The two columns are now linked in the PowerPoint file and should appear neatly, with their formatting preserved, on your slide (Figure 15.49).

In the spreadsheet, cells E1 to F5 are visibly selected. Paste Special is selected from the open pane.
Figure 15.47 You need to first manually select and copy the cells you wish to link or embed into the PowerPoint file. (Used with permission from Microsoft)
In PowerPoint sidebar, slide 6 is selected. Paste Special window displays Paste link selected. Microsoft Excel Worksheet Object is selected in As pane.
Figure 15.48 Notice that the slide we want the link to appear in is selected in the lefthand thumbnail pane. (Used with permission from Microsoft)
An inserted table is visible. Resizing circles can be seen on all corners and side middles of the table.
Figure 15.49 You can resize and reposition the table if desired. (Used with permission from Microsoft)

Integrate Microsoft Excel Charts into Microsoft PowerPoint Slides

Integrating Excel charts into PowerPoint slides is similar to the process of selecting and integrating parts of a table. You will use the Copy, then Paste Special approach to either link or embed charts into the PowerPoint slideshow. Returning to our example slideshow, let’s embed the Marginal Profit donut chart in the PowerPoint file. First go to the Excel file and select the chart you wish to integrate. Then copy the chart using one of the two approaches for copying information: right-click, then copy; or select Copy from the Home tab. Determine the placement of the chart in the PowerPoint slide. Then, from the Home tab, select Paste, then Paste Special.

Notice there are several options for integrating the chart into the slide, as Figure 15.50 shows. We choose to embed the chart as a Microsoft Excel Chart Object to integrate the information. The other options, many of which allow you to insert the chart as if it were an image (e.g., the JPEG and PNG file formats), will not embed or link. They will simply place a copy of the Excel chart into the file (see Figure 15.51). Then click OK. The image can then be resized like usual.

In a Paste Special window, a file path is displayed (grayed out) for Source: Microsoft Excel Chart.
Figure 15.50 The file path for the copied information is at the top of the Paste Special window. (Used with permission from Microsoft)
A chart inserted into a slide is visible. Resizing circles are located at all the corners and middle sides of the inserted chart.
Figure 15.51 You will most likely need to resize and move the integrated chart. (Used with permission from Microsoft)
An inserted chart is displayed to the right of a presentation header.
Figure 15.52 Select the image and move or resize it to fit the design of the slide. (Used with permission from Microsoft)
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