This post describes how to link tables and charts created in Displayr...
...to tables and charts created in PowerPoint...
...and update the PowerPoint tables and charts with revised data from the outputs in Displayr.
This approach can be used to link and update an existing PowerPoint report, or to populate specific tables and charts with data from tables created in Displayr.
Requirements
Please note these steps require a Displayr license.
- A Displayr compatible chart or table. See: Displayr Compatible PowerPoint Chart Deck
- A Displayr table and/or chart with Statistics (e.g., %, count) matching what is shown in PowerPoint.
- A Displayr table and/or chart with a matching layout to the chart used in PowerPoint.
- If the data layout doesn't match: in Displayr, select the table/chart and go to the object inspector > Inputs > Data Source and select Switch rows and columns.
- See our technical notes for exceptions and other important info.
Method - linking a Displayr table to a PowerPoint table
- Ensure that the Statistics and layout of the Displayr table match the content and layout of the table in PowerPoint.
- In Displayr, go to the Tools menu and select Copy > Copy GUID, or go to the object inspector > Properties > General > GUID. Select the GUID, right-click Copy (or CTRL+C).
- In PowerPoint, select the table you wish to link to the Displayr table.
- Right-click on the table and select Edit Alt Text...
- Paste the GUID from Step 2 into the Alt Text field.
You are now ready to update the PowerPoint report with data from Displayr. See How to Update an Existing PowerPoint Document for complete details.
Method - linking a Displayr table to a PowerPoint chart
- Ensure that the Statistics and layout of the Displayr table match the content and layout of the table in PowerPoint. To check the required layout, open your PowerPoint document, select the chart, right-click, and select Edit data.
- In Displayr, select the table or visualization and select Copy > Copy GUID, or go to the object inspector > Properties > General > GUID. Select the GUID, right-click Copy (or CTRL+C).
- In PowerPoint, select the chart you wish to link to the Displayr table.
- Right-click on the chart and select Edit Alt Text...
- Paste the GUID from Step 2 into the Alt Text field.
You are now ready to update the PowerPoint report with data from Displayr. See How to Update an Existing PowerPoint Document for complete details.
Method - linking a Displayr chart to a PPT chart
- Ensure that the Statistics and layout of the Displayr table match the content and layout of the table in PowerPoint. To check the required layout, open your PowerPoint document, select the chart, right-click, and select Edit data.
To check the table layout in Displayr, select the chart and go to the object inspector > Table. To change the table back to the previous state, Undo the previous action. - In Displayr, go to the Tools menu and select Copy > Copy GUID, or go to the object inspector > Properties > General > GUID. Select the GUID, right-click Copy (or CTRL+C).
- In PowerPoint, select the chart you wish to link the Displayr table to.
- Right-click on the chart border and select Edit Alt Text...
- Paste the GUID from Step 2 into the Alt Text field.
You are now ready to update the PowerPoint report with data from Displayr. See How to Update an Existing PowerPoint Document for full details.
For more details, see Updating existing PowerPoint Charts video here: Exporting and Updating PowerPoint Reports Video Series.
Next
Exporting and Updating PowerPoint Reports Video Series
How to Export a Document to PowerPoint
How to Export Editable PowerPoint Charts
How to Update an Existing PowerPoint Document
How to Use a PowerPoint Chart Style Template in a Displayr Export
How to Create and Apply a Chart Template in Displayr