Excel to PowerPoint and Word Link

The most reliable way to link tables, charts and text from Excel to PowerPoint and Word. Boost your team's efficiency and guarantee the accuracy and reliability of your data.

Save time building reports

Speed up pitchbook creation and maintenance with intuitive automated link.

Ensure data accuracy

Refresh hundreds of data points in one click for guaranteed data accuracy.

Improve overall quality

Free up more time for enhancing analysis and commentary instead of manually updating data.

Seamlessly export data from Excel

Link texts, tables, and charts from your workbooks to PowerPoint or Word in just one click.

 

Keep your file light and easily shareable with the option to export data as text links, dynamic images, or editable tables.

 

Plus, edit table formatting with full flexibility once exported to PowerPoint.

Update all relevant data in
one click

Say goodbye to manual, recurring data refreshes and disruptive workflows.

Select specific linked tables and charts to update at once, or instantly refresh all data points in PowerPoint and Word.

Manage all Excel links efficiently

Save time navigating through your linked data with the ability to filter links by last update, link type, and who edited it last.

UpSlide’s Excel Link Manager also provides actionable prompts if there are conflicting sources or outdated data issues.

Create recurring reports
in minutes

Never build a recurring reporting deck from scratch again.

UpSlide enables you to easily duplicate existing reports and update specific links within them to fit your desired time period.

How financial services use the Excel to PowerPoint or Word Link

Refreshing pitchbook data
with ease

Investment banks use the Excel to PowerPoint Link on a daily basis to connect data from Bloomberg and other data providers to their pitchbooks.

 

With UpSlide they can guarantee they’ll always show accurate figures in their decks. 

Building due diligence reports
more effectively

Advisory firms use the Excel to PowerPoint Link to export and refresh data, such as operational cost tables and income statements, within their due diligence reports.

Seamlessly refreshing data in portfolio reports

Asset management firms use the Excel to PowerPoint Link in their reporting workflows, updating and refreshing key AUM data for different time periods and clients within their portfolio reports. 

Embedding market data into
client reports

Private equity firms rely on the Excel to Point Link to present the most up-to-date market data to their limited and general partners.


They regularly format linked tables into clients’ branding to ensure both data accuracy and bespoke customization. 

Ensuring efficient recurring
report creation

The reporting teams in global corporations use the Excel to PowerPoint Link to automate their monthly, recurring reports, saving upwards of 21h per month.

Make reporting even easier for your teams

Using Power BI for smarter reporting?

Regularly building financial models?

Discover our complete guide to reporting automation in 2024

Our Microsoft 365 expertise

13+ years

helping teams work better in Microsoft 365

98%

average renewal rate

Frequently asked questions

Can I get support on this feature?

Yes. With every UpSlide roll-out we offer a dedicated program of adoption training and support. We also publish technical guidelines for all of our features on our support site.

How does this compare to native Microsoft functionality?

UpSlide was built by finance professionals for finance professionals. We work closely with our clients to ensure we build features that are easy-to-use and solve their pain points.

 

With an intuitive Excel Link Manager to give you maximum control over which datapoints you update and when, and a robust code to ensure your links don’t break when source files are moved or workbook names change, UpSlide’s Excel Link is the most advanced and bespoke solution for the finance industry.

How secure is UpSlide?

Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality. 

 

We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data. 

 

How much does UpSlide cost?

UpSlide prices depend on the number of licenses you require, the options you want and your setup model. The Power BI Link is an optional module and isn’t part of our standard offer. If you want to know how much UpSlide would cost for you, please get in touch with us, and our team will be happy to give you a personalized quote.

Can I get an UpSlide trial?

As UpSlide is a completely customized solution, we tailor our technology to your unique needs and brand, so you get a high ROI. Therefore, we don’t typically offer free trials. However, we do recommend having a chat with one of our experts to discuss your challenges in Microsoft 365 to see how we can help you achieve your strategic goals.

Enhance your teams' use of Microsoft 365 with UpSlide