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Adaptive Planning
Last Updated: 2025-11-14
Creating A PowerPoint That Updates Dynamically In A Report Book

Creating A PowerPoint That Updates Dynamically In A Report Book

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.

Question

How do I create a PowerPoint that updates dynamically in a Report Book?

Answer

  1. Create
     a Matrix report that has an Excel template attached (a sample template is included in the article for you to view).
    • Helpful Hint:
      Use a prompting report parameter so that you can choose the month that should be output when the report is run.
  2. Run
    the report and
    Save
    the Excel file to your desktop.
  3. Open
     PowerPoint.
  4. Click
    Object
    from the
    Insert
    ribbon.
    inserting an Excel object in PowerPoint
  5. Make sure
    Create new
     is selected, then choose
    Microsoft Office Excel 97-2003 Worksheet
    selecting MS Excel worksheet as in inser object
  6. Click
    OK
    .
  7. Click the
    Report Data
    tab on your Excel template and highlight the range of cells you wish to include on the PowerPoint.
    Copy
    the selection.
  8. Highlight a cell in the table that you just inserted in the PowerPoint. From the
    Home
    ribbon, choose
    Paste Link
    .
    Home ribbon, Paste Link option
  9. Repeat steps 9 and 10 for the range of cells that you wish to include on the PowerPoint.
  10. Once you have finished copying and pasting the links from the Excel template to the table in PowerPoint,
    save
     the PowerPoint.
  11. Click
    Upload File
    from the
    New Report
    drop-down menu.
  12. Give the file a
    Name
    and browse for the PowerPoint.
  13. Save
     the PowerPoint.
  14. From the
    New Report
    drop-down, choose
    Report Book
    .
  15. Give the book a
    Name
    .
  16. Drag and drop the Excel template report and the PowerPoint Upload file to the report builder.
    adding Excel template report in report book
  17. Save
    the report book.
  18. Click the
    Reports
    tab and locate the book you just created. Click to run the report book for any month that you wish.
  19. A zip file should open. Open both the Excel template and the PowerPoint.
  20. Save the Excel template to your desktop (that is fine if you replace the template you saved earlier in step 2).
  21. Save the PowerPoint to your desktop (that is fine if you replace the template you saved earlier in step 4).
  22. Double-click the Excel table in the PowerPoint. Click
    Edit Links
    from the
    Data
    ribbon.
  23. Click
    Change Source
    and update to look at the Excel template that you just created in step 21.
    Helpful Hint:
    If you save the report output to the same location each time you run the Report book, you should not need to update the links each time. You can just click
    Refresh All
    .
    change link source to point to excel template