Automate Excel to PPT

Step 1: Automate Data Extraction & Formatting in Excel

1. Ensure Consistent Data Structure

Format the Excel report so that the key tables (P&L, variance analysis, KPIs) always appear in the same location.

Use named ranges or structured tables to ensure easy reference.

2. Use Power Query for Data Cleaning

If your report needs formatting adjustments, use Power Query in Excel to automate data transformation.

3. Automate Calculations with Pivot Tables & Formulas

Set up Pivot Tables or Power Pivot for dynamic reports.

Use Excel formulas (SUMIFS, INDEX-MATCH, DAX, etc.) to create variance analysis.

📌 Step 2: Automate PowerPoint Creation

🔹 Option 1: Use PowerPoint’s “Link Excel Data” Feature

1. Copy Data from Excel

Open PowerPoint and paste Excel tables as a linked object (Paste Special → Paste Link).

Any updates in Excel will reflect in PowerPoint automatically.

2. Use PowerPoint “Refresh” Feature

When the new month’s data is added, simply refresh the linked tables.

3. Automate Chart Updates

Create Excel charts and link them to PowerPoint to update automatically.

🔹 Option 2: Use VBA for Full Automation

If you want to completely automate PowerPoint pack creation:

1. Create a PowerPoint template with placeholders for tables & charts.

2. Write a VBA script in Excel to: 

Extract data from Excel.

Copy relevant tables & charts.

Insert them into PowerPoint slides dynamically.

Example VBA Snippet (Excel to PowerPoint Automation)

vba

Copy code

Sub ExportToPowerPoint()

    Dim pptApp As Object

    Dim pptPresentation As Object

    Dim pptSlide As Object

    Dim ws As Worksheet

    ' Open PowerPoint and create a new presentation

    Set pptApp = CreateObject("PowerPoint.Application")

    pptApp.Visible = True

    Set pptPresentation = pptApp.Presentations.Add

    ' Reference Excel Worksheet

    Set ws = ThisWorkbook.Sheets("Report")

    ' Add Slide and Copy Table

    Set pptSlide = pptPresentation.Slides.Add(1, 2) ' 2 = ppLayoutText

    ws.Range("A1:D10").Copy

    pptSlide.Shapes.PasteSpecial DataType:=2 ' 2 = ppPasteEnhancedMetafile

    ' Save and Close

    pptPresentation.SaveAs "Monthly_Report.pptx"

    pptApp.Quit

End Sub

📌 Benefits of VBA:

Fully automates data transfer.

Generates PowerPoint in seconds.

Reduces manual errors.

📌 Step 3: Use Power Automate (Advanced)

For cloud-based automation:

Use Microsoft Power Automate to extract Adaptive Insights data, format it in Excel, and generate PowerPoint decks.

You can schedule the workflow to run automatically every month.

🚀 Best Approach for  Team

✅ For quick updates: Use Paste Link method in PowerPoint.

✅ For semi-automation: Use Excel Pivot Tables + Linked Charts.

✅ For full automation: Use VBA or Power Automate.