Excel data exported to PowerPoint with UpSlide can be updated at a later date very easily.
Update one item in your document
If you select the imported Excel data in PowerPoint or Word and click the Update button, UpSlide examines all open Excel workbooks and looks for potential sources.
This means you should have open the Excel source as well as the document you're trying to update. Depending on what is found three situations may arise:
- Success! A single potential source is found in your open Excel files in which case your data is updated.
- No potential sources are found in which case you can use Go to Source button to find out which file was last used as the source, who did the last update, and when.
- Several potential sources are found, in which case Go to Source/Link Information will also be helpful to select the correct one. This lists all potential sources and previews the potential sources for you to choose. This can occur when several versions of the same file are opened simultaneously.
Update multiple or all items in your document
Update All lists all imported data in the active document (imported either as picture or as text) and allows you to update them all or to select a subset.
To help you decide which imports should be updated, clicking on any item in the list will display and select the corresponding data in the document.
When you click the Update button, UpSlide will try to update each of the selected items with the corresponding data in the Excel workbooks. The shapes for which the update has failed (due to excess or lack of potential source) are put in a separate list.
You can then open the Find the source dialog box directly by double clicking the problematic items.
Update All options:
Next to the Update button in PowerPoint/Word you have an Update All button. It's used in a few ways:
- Updating all/multiple imported shapes in the active document simultaneously.
- To ignore any date conflicts for all selected imports. You will use this option if you need to update from an old version of the source Excel file.
- Viewing all the Excel files linked into the active document. Check to see which files each import is linked to by clicking the Display source 🛈 button. Check the boxes then click the 🛈 button.
- Opening all the Excel files linked into the active document. Automatically open these Excel files by checking each import you want to inspect and then click on the Open Source button.