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Microsoft PowerPoint 2010 : Inserting and Updating Excel Worksheets

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2/21/2012 5:49:18 PM
The table capabilities of PowerPoint are perfectly adequate for the display of simple information that is unlikely to change during the useful life of the presentation. However, if your data involves calculations or is likely to require updating, you’ll probably want to maintain the information in an Excel worksheet. You can then embed the worksheet in a slide as an object, or you can link the slide to the worksheet so that you won’t have to worry about keeping the data current in more than one place.

Embedded objects and linked objects differ in the following ways:

  • An embedded object is an object that maintains a direct connection to its original program, known as the source program. After you insert an embedded object, you can easily edit it by double-clicking it, which opens the program in which it was originally created. Be aware that embedding an object in a presentation increases the presentation’s file size, because PowerPoint has to store not only the data itself but also information about how to display the data.

  • A linked object is a representation on a slide of information that is still stored in the original document, known as the source document. If you edit the source document in the source program after adding a linked object to a slide, PowerPoint updates the representation of the object. Because PowerPoint stores only the data needed to display the information, linking results in a smaller file size than embedding.


    Note:

    Always make modifications to the source document, not the linked object on the slide. Any changes you make to the linked object will be overwritten the next time you open the presentation, because PowerPoint will update the linked object to reflect the version in the source document.


For example, suppose a sales manager stores past sales information and future sales projections in Excel worksheets. On one slide in a presentation, she might embed the past sales information, which won’t change, as an object. On another slide, she might link the future sales projections, which she is still in the process of fine-tuning. Then as she updates the projections worksheet, the linked table in the PowerPoint presentation automatically updates as well.

In this exercise, you’ll insert an Excel worksheet and then update and format the content of the embedded object.



  1. Display slide 9, and then on the Insert tab, in the Text group, click the Object button.

    The Insert Object dialog box opens.

    You can create any of the objects in the Object Type list from within PowerPoint.

  2. Click Create from file, and then click Browse.

    The Browse dialog box opens. (It is similar to the Open dialog box.)

  3. Navigate to your practice file folder, click the NewEquipment workbook, and then click OK.

    The location of the workbook appears in the File box.

    To link rather than embed the workbook, select the Link check box.

  4. Click OK.

    PowerPoint embeds the data from the specified workbook in the slide.

    The object is inserted in the center of the slide.

  5. Double-click the worksheet object.

    The worksheet opens in an Excel window within PowerPoint.

    When you double-click an embedded worksheet, the Excel ribbon replaces that of PowerPoint across the top of the program window.


    Note:

    The appearance of buttons and groups on the ribbon changes depending on the width of the program window.


  6. Point to the black handle in the middle of the bottom frame of the Excel window, and when the pointer becomes a double-headed arrow, drag up until the window is just big enough to contain the active part of the worksheet.

    Be careful not to obscure any data.

    You have sized the frame so that it just fits the data.

  7. Click outside the window to return to PowerPoint. Then point to the lower-right corner of the object, and drag down and to the right to enlarge it.


    Note:

    Be sure to point to the corner. Although you can’t see it, you want to drag the sizing handle. If you drag the frame instead, you’ll move the object instead of sizing it. If you drag down too much or to the right too much, you will expose empty cells. If that happens, click the Undo button, and try again.


  8. Point to the frame (not to a handle), and drag the worksheet object to the center of the slide. Then double-click the worksheet object again.

    Once again, the object is displayed in an Excel window.

    Now you can see that the columns are labeled with letters (A, B, C, and so on), and the rows are labeled with numbers (1, 2, 3, and so on).

    You can reference each cell by its column letter followed by its row number (for example, A1). You can reference a block of cells by the cell in its upper-left corner and the cell in its lower-right corner, separated by a colon (for example, A1:C3).

  9. Click cell B2, and notice in the Number group that the cell’s contents are formatted as a percentage.

  10. Click each of the other cells in column B in turn, and notice the contents of the formula bar (the box to the right of fx above the slide) and the format in the Number group.

  11. Click cell B2, type 6, and then press Enter.

    Excel uses formulas in cells B5, B6, and B8 to calculate the new cost of the equipment loan. The amount in cell B5 changed to $17,208, the amount in B6 changed to $619.494, and the amount in cell B8 changed to $1,180,506. These changes affect only the object on the slide; the data in the original Excel worksheet has not changed.

  12. Select cell A1, which is merged with cell B1, and then on the Excel Home tab, in the Font group, click the Fill Color arrow. Under Theme Colors in the palette, click the second box in the green column (Olive Green, Accent 3, Lighter 60%).

  13. Point to cell A2, and drag down to cell A8. Then click the Fill Color button to shade the selected cells with the default color.

  14. Click a blank area of the slide.

    Excel closes, and the PowerPoint ribbon reappears.

  15. Click the blank area again to deactivate the object.

    You can now see the results of your formatting.

    You’ve successfully embedded and formatted a worksheet in a PowerPoint slide.


Note:

Save the FinancialMeeting presentation, and then close it.

 
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