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User Guide

Checking and finalizing your presentation

AI Consistency CheckHow to use Track Changes in PowerPointHow to change your presentation’s languageHow to stay on-brand using Slide CheckHow to finalize your PowerPoint presentation with UpSlide

Creating a new presentation in PowerPoint

How to access your on-brand templates through UpSlideHow to create a personalized proposal in a few clicks

Excel advanced charts

How to create a stacked waterfall and Marimekko chart in ExcelHow to add a CAGR arrow in an Excel chart

Excel collaboration

How to quickly collaborate in ExcelPDF to Excel

Excel features

Excel formatting

How to apply branded formatting to tables and charts in Excel

Excel modeling

How to construct financial modelsHow to audit and present financial modelsHow to clean and prepare workbooks

Formatting slides and shapes

How to Arrange shapes in PowerPointHow to use Smart Painter in PowerPointHow to format text, shapes and use on-brand bulletsHow to apply fill, outline and font color to shapes using the Color ToolbarHow to use the Formatting Tools in PowerPoint

Link Excel data to PowerPoint/Word

How to export charts, tables and text from Excel to PowerPointHow to export an Excel table as a PowerPoint tableHow to use the Sizing Guide for PPT exportsHow to use the Advanced ExportHow to use the Excel Link ManagerHow to view link information and manage data sourcesHow to manage linked files, change sources, and use versioningHow to customize your Excel Linking settings

Linking data

How to embed PowerBI visuals and pages in PowerPointHow to build a Power BI report 100% compatible with UpSlide linkHow to edit Power BI slicer values from PowerPoint/WordHow to add relative date filters in Power BI

Linking Excel data into PowerPoint

How to generate a Data PackHow to link your Excel data in PowerPoint

Other features

How to use Claude for PPT and Excel with UpSlideHow to use and create UpSlide Gantt ChartsHow to use the AI AssistantHow to use the AI GlossaryHow to change all slide layouts and colors in a presentation with the Slide ConverterHow to use the Facing Pages feature

Power BI features

PowerPoint features

Skills for Claude

Structuring your presentation

How to create a Table of Contents, sections and subsections in PowerPointHow to insert cross-references in PowerPointHow to add footnotes or endnotes in PowerPoint

Tutorial videos

PowerPoint - Templates and Table of ContentsPowerPoint - FormattingPowerPoint - Review and FinalizeExcel to PowerPoint/Word Link - BasicsExcel to PowerPoint/Word Link - VersioningExcel - Smart FormatExcel - Complex ChartsExcel - Modeling toolsWord - BasicsContent LibraryPower BI link

UpSlide Skills for Claude

Using the Library

How to insert items (Shape, Slide, Worksheet) from the LibraryHow to navigate the libraryHow to add items to your favorites in the LibraryHow to use the Dynamic Library (Bios, CVs, Tombstones, Credentials, Case Studies etc)How to insert logo in PowerPoint with the Logo Finder

Word features

Word features

How to use templates and the library in WordHow to check your Word documents for errorsHow to convert numbers to words in WordHow to link Excel data in Word
Skills for Claude