Steps: Update Links with New Data

By now you've linked a source table or chart from

OfficeConnect

for Excel to its target location in

OfficeConnect

for PowerPoint. Anytime the source data in

OfficeConnect

for Excel is updated, you can update the linked data in

OfficeConnect

for PowerPoint by simply refreshing the presentation.

This quick update step becomes especially powerful if you use relative dates in your

OfficeConnect

report in Excel. All you have to do is change the report date, refresh, and your report data updates for a new month, quarter, or other period. This includes the data in your linked tables and graphs. In

OfficeConnect

for PowerPoint, just refresh the presentation, and the new period's report is ready to go.

Update Linked Tables and Graphs

When you refresh a presentation, the tables and charts throughout the presentation that are linked to the

OfficeConnect

Excel report update for the new time period.

Open the presentation containing the linked tables or graphs.

Select

OfficeConnect
>
Refresh All
.

Check your links to verify that they have updated.

If the links didn't update, save and close the file. Then open it and refresh again.

See Using Absolute and Relative Dates for more information about relative dates and the report date.

Update Source Files

If you move, copy, or rename the linked

OfficeConnect

for Excel file, you can quickly change the source in PowerPoint and link the report and presentation again.

To update source filenames or locations for links in

OfficeConnect

for PowerPoint:

Open the presentation containing the links.

Select
File >
Info
. The Info command is the default, so it's probably already showing.

Select Edit Links to Files
.

In the Links dialog box, select the first link you want to update. To see the full path and filename, rest your mouse pointer over the link.

Select Change Source
. The Change Source dialog box opens, and you can navigate to the report file in its new location, name, or copy.

Double-click the

OfficeConnect

for Excel report file with which you want to restore the link. The link is updated to the new source, and the Links dialog box appears again.

When finished, in the Links dialog box, select Update Now
. The data from the new

OfficeConnect

for Excel report is updated in your linked tables and charts in this new

OfficeConnect

for PowerPoint presentation.

Click Close
.

Go to the slides that contain the linked data. Confirm that they are updated for the new period. Save the presentation.