how to do presentation in excel

Excel Visualization: A Guide to Clear Data Presentation for Beginners

I once struggled with dull data tables.

Numbers clustered in rows and columns become a blur. But with Excel visualization , you can empower your audience to make informed decisions based on the data presented. Excel charts and graphs replace chaos, revealing patterns and trends.

Convey ideas efficiently with the right visual. It’s not just about creating a chart; it’s about making data understandable and engaging.

In this article, I’ll guide you step-by-step on transforming your Excel data into insightful visuals.

Let’s get started!

Table of Contents

Understanding the Basics of Excel Visualization

Excel provides various visualization options, whether 2D or 3D versions, standard, stacked, or 100% stacked options. It’s all about finding the right fit that best represents your data and message.

The Excel Charting Interface

Let’s start with creating a chart in Excel.

When you click on the Insert tab in Excel, you’ll see various chart types that you can use to visualize your data.

The Excel charting interface provides a wide range of options, from line and area charts to bar and column charts. When you click on a chart, the ‘ Chart Tools ’ contextual tab provides additional features for customizing your charts.

Types of Data for Visualization

Excel visualization data can be broadly categorized into numerical, categorical, and time-series data.

• Numerical data includes values that can be measured, such as sales figures or temperature readings.
• Categorical data includes information such as names, labels, or groups.
• Time-series data involves values measured over time, such as stock prices or website traffic.

Excel offers different chart types depending on your data type.

Selecting the Right Chart Type

Selecting the right chart type is half the battle for effective data visualization in Excel.

Pie charts are best for part-to-whole comparisons. Use line charts for time series or trends. Bar or column charts are the most suitable for categorical comparisons.

However, consider more advanced chart types for more complex data sets.

Scatter plots are excellent for correlation analysis , while histograms and box plots are ideal for distribution analysis of quantitative data.

It’s all about understanding your data and determining the best way to display it.

Steps for Visualizing Data in Excel – Creating Basic Charts

Creating basic charts in Excel is a fundamental skill for anyone looking to present data in a visual format.

Excel offers a variety of chart types, each with unique properties and use cases. The key to successful chart creation in Excel is understanding these different chart types and knowing how to present your data most effectively with them.

Organizing Your Data

Before you dive into creating Excel charts, it is crucial to organize your data correctly . 

Well-organized data will make the charting process easier and the resulting charts more meaningful. Ensure your data is clean, error-free, and arranged clearly and logically.

This will make it easier to select the data for your charts and create visuals that effectively communicate your data analysis results.

Pie and Donut Chart

Pie charts are popular for showing the proportion of different categories within a whole. While visually appealing, they are often misused and can lead to misleading interpretations.

Generally, they are most effective when comparing a few categories representing parts of a whole.

On the other hand, donut charts are a variation of pie charts with a hole in the middle (as the name implies!). Like pie charts, they can display multiple data series, but they should be used sparingly.

To create a pie chart in Excel:

• Select the data you want to visualize
• From the “ Insert ” tab, choose “ Pie ” from the chart options.
• You can customize your chart by changing the colors, adding labels, and adjusting other settings in the “ Format Chart Area ” pane.

Here’s a video guide on how to create a donut chart:

Line and Area Chart

Line and area charts are handy when dealing with time-series data . These charts plot data points on a graph and connect them with a line, allowing you to see trends over time. 

Check out this video for a step-by-step guide on how to create a line chart:

One of the business essentials when working with line and area charts is customizing the axis and gridlines. This can help make your chart more readable and meaningful .

The “ Format Axis ” pane allows you to customize the axis labels, adjust the scale, and add gridlines.

Column and Bar Graph

Bar and column charts are Excel’s most commonly used chart types. They are excellent for comparing different categories of data.

While bar charts and column charts are often used interchangeably, there is a difference: A bar chart presents data horizontally , while a column chart presents data vertically . This distinction can influence how easily your audience interprets the chart.

You can also choose between a stacked or clustered bar and column chart layout.

In a stacked chart , data series are stacked on each other, while in a clustered chart , they are placed side by side.

To create a bar or column chart:

• Select the data
• Then choose either “Bar” or “Column” from the chart options in the “ Insert ” tab
• Remember to format the chart and the axis labels to make the chart easier to understand

Advanced Charting Techniques

In this section, I’ll describe how to present complex data in a visually appealing and easily understandable format. Since each dataset is unique, treat these charts as ideas for meaningfully presenting your data.

Combination Charts

This type of chart combines the features of line and column charts, allowing you to present mixed data more comprehensively.

For example, when you have a target and actual data for comparison , a combination chart can be the perfect tool for visualization.

Clicking the Chart Design tab on the ribbon allows you to change the chart type and create a customized combination chart.

This allows you to have your target values in columns and the actual values marked along the line, which provides a clearer visualization of your data.

Trendlines and Data Analysis

Another essential feature of Excel charts is the ability to add trendlines. These can be linear, polynomial, or moving average trendlines.

A trendline graphically displays trends in your data , and you can extend it beyond the actual data to predict future values.

Along with trendlines, interpreting R-squared values is also crucial in data analysis. This will help you understand the relationship between your dependent and independent variables, thus enhancing your analysis results.

Check out our detailed how-to post on adding trendlines to Excel charts .

Conditional Formatting in Charts

Conditional formatting is another advanced charting technique in Excel that can enhance your data visualization. You can also add data bars, color scales, and icon sets.

These features allow you to customize your charts based on certain conditions, making it easier for your audience to understand your data. Applying these formatting options enables you to create more engaging and visually appealing charts for your data presentation.

Creating a Tornado Chart in Excel

Tornado charts are particularly effective when comparing and contrasting different variables . A well-crafted tornado chart can help you visualize how changes in several factors can impact a specific outcome – for example, the impact of inflation on NPV and IRR results.

Here’s a video showing you how to create a tornado chart:

Designing a Funnel Chart in Excel

Funnel Charts in Excel are highly effective tools for monitoring sales processes or any other process that narrows down over time.

Here are two quick methods for designing funnel charts in Excel:

Building a Waffle Chart in Excel

Waffle charts, also known as square pie or waffle bar charts, are a great way to visualize individual data points compared to the whole data set. They are a fun and engaging way to present percentages or proportions.

Here is a simple method for creating waffle charts:

Data Visualization Tips – Enhancing Chart Aesthetics

The aesthetics of your Excel chart play a significant role in how effectively your data is communicated.

A visually appealing chart is easier to understand and engages your audience. Enhancing chart aesthetics involves working with various chart elements and features, such as colors, styles, and data labels.

Adding data labels, for instance, provides additional information on your chart, making it easier to interpret.

Besides, you can customize the chart’s colors and styles to match your presentation theme or company branding.

Check out this post for more information on good dashboard design principles .

Working with Chart Elements

Working with chart elements can significantly improve the readability and effectiveness of your data visualization.

Some key chart elements you can manipulate include titles, legends, and data labels.

• Data labels provide additional context to your data and can be customized to suit your chart
• Modify axis labels and gridlines to adjust their appearance and improve readability. Check out this video on how to add gridlines to your Excel charts:

These chart elements can enhance your aesthetic appeal and make your data easier to interpret.

Customizing Chart Colors and Styles

Spicing up your Excel charts is easier than you think.

The ‘ Chart Design ‘ tab in the Excel ribbon allows you to alter your charts’ aesthetics significantly.

Navigate to the ‘ Chart Styles ‘ section, and you’ll see various styles for your chart. 

Looking for a bit more customization? No problem! Simply click the ‘ Change Colors ‘ dropdown and choose a color scheme.

You can use Excel’s preset color schemes or create a custom color palette for brand consistency. Minor visual changes can significantly affect your chart’s overall look and feel.

3D Charts and Effects

Adding a third dimension to your charts can make them pop . But be careful.

While 3D effects can add a specific wow factor, they can also lead to misinterpretations of your data if they are not used properly.

To add 3D effects to your charts, click the ‘ Chart Styles ‘ and choose a style with 3D effects. 

Remember, though, that 3D effects should be used sparingly and only when they can enhance the understanding of the data. Overuse of these effects can lead to cluttered, confusing charts. When it comes to 3D effects, less is often more .

Advanced Excel Graphics

Beyond the basic charts, Excel offers advanced graphics capabilities to take your data presentation to the next level.

This includes using Sparklines, shapes, and icons, among other features.

Sparklines are mini-charts within individual cells, each representing a row of data. They give a quick snapshot of trends, helping you understand your data at a glance.

Excel offers line, column, and win/loss types of Sparklines that you can add with the Quick Analysis tool.

Using Shapes and Icons

Remember to appropriately format these shapes and icons to convey the right message and not distract from the data.

Portraying a Story Through Data

Excel visualization is not just about creating charts or diagrams; it’s about telling a story with your data. This is where the concept of data storytelling comes in.

It’s about using visualization tools to highlight key points and trends in your data, making it easier for your audience to understand and absorb.

It’s not unlike creating a plot in a novel where rows and columns of data are the characters, and the chart is the narrative arc. Every element should convey your story effectively and compellingly, from simple bar charts to intricate trend analysis.

Exporting and Sharing Your Visualizations

Once you’ve created your data visualization in Excel, it’s important to know how to share it! This involves exporting the visual representation of data in a format that others can easily access.

Whether you’re sharing a simple bar graph or a complex infographic, the export method will depend on the intended use of the chart/graphic.

This process can be as simple as saving your chart as an image or embedding Excel visuals in PowerPoint presentations and documents.

Saving Charts as Images

One of the simplest ways to share visualizations is by saving them as images .

To do this, right-click the chart and select ‘Save as Picture.’ Several image formats are available, each with its uses.

For instance, JPEG is great for photographic images, while PNG is ideal for images with transparent backgrounds. However, it’s important to consider the resolution of your image. High resolution is crucial for clear, crisp images, especially if they’re intended for print.

Embedding Excel Visuals in Presentations and Documents

Embedding them in presentations and documents is another way to share your Excel visualizations.

This can be done in two ways: linking and embedding .

• Linking refers to connecting the original Excel file and the document where it’s inserted. Any changes made to the original file will automatically update in the document (assuming the link isn’t broken ).
• Embedding involves inserting a copy of the chart into the document. While this won’t update automatically, it ensures that the chart will always be available, regardless of the status of the original file.

Both methods have advantages and should be chosen based on your specific needs.

Frequently Asked Questions

What are some common mistakes for beginners to avoid in data visualization with excel.

Common mistakes include overcrowding the chart with too much data, using inappropriate chart types, neglecting to label axes or data points clearly, and choosing colors or styles that reduce readability.

What are the best practices for presenting Excel data visually to a non-technical audience?

Focus on simplicity and clarity .

Use straightforward chart types, avoid technical jargon, and highlight key takeaways. Ensure your charts are well-labeled, and use annotations or callouts to draw attention to important data points.

What are some resources to learn more about Excel visualization? 

For more tips and tricks, visit my YouTube channel . Alternatively, look at Chandoo’s training, where I learned many excellent dashboard design ideas.

Can Excel visualization help in career development?

Absolutely! Proficiency in Excel visualization is a valuable skill in many industries.

It’s especially relevant in fields like data science, finance, marketing, and others involving large amounts of data. Effectively communicating data through graphical representation can give you a significant advantage in your professional journey.

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How to Create Powerful Presentations Using Excel

TL;DR Transform raw Excel data into compelling presentations with our 15-step guide. Learn to set objectives, clean data, select appropriate charts, and incorporate interactive elements for engaging and effective presentations. Enhance your storytelling and data visualization skills to create powerful, dynamic presentations.

Introduction

Sometimes, we receive data in Excel and are tasked with transforming this raw data into powerful presentations. Excel is not just for spreadsheets; its powerful data manipulation capabilities make it an excellent tool for creating presentations, especially when dealing with large datasets or when you need to display data-driven insights dynamically. This guide provides 15 detailed steps to help you turn Excel data into compelling presentations effectively.

Detailed Steps to Create Engaging Presentations Using Excel

• Set Your Objectives
• Clearly define the purpose of your presentation.
• Identify the core message you want to convey.
• Understand your audience's needs and expectations.
• Set actionable goals for what your presentation should achieve.
• Align your presentation structure to these objectives for maximum impact.
• Organize Your Data
• Separate raw data and analysis into different sheets for clarity.
• Group similar data together to facilitate easier analysis.
• Use named ranges to make data references clearer.
• Organize data chronologically or categorically based on the presentation flow.
• Maintain a clean and organized data setup to avoid confusion during visualization.
• Clean Your Data
• Remove any irrelevant or redundant data.
• Correct all errors and inconsistencies in the data set.
• Use Excel functions like TRIM to clean text data.
• Standardize data formats (dates, numbers, etc.) across your dataset.
• Check for and resolve any missing data issues.
• Select Appropriate Charts
• Choose charts that best represent the nature of your data.
• Consider the impact of different chart types on data interpretation.
• Use bar or column charts for comparisons among categories.
• Opt for line charts to display trends over time.
• Employ pie charts to show proportions within a whole.
• Utilize Advanced Chart Options
• Explore Excel’s specialized charts like radar or waterfall for complex data.
• Customize chart colors, labels, and legends for better readability.
• Use trend lines or data labels to add meaningful insights to charts.
• Employ dual-axis charts for comparing different datasets on the same chart.
• Utilize 3D charts to enhance visual appeal, but use sparingly to avoid distortion of data.
• Link Data Dynamically
• Connect charts to live data sources to ensure real-time data updates.
• Use Excel’s Data Model to integrate data from multiple sources.
• Apply dynamic formulas like INDEX and MATCH to make charts responsive.
• Employ data validation techniques to ensure data integrity.
• Set up dynamic ranges to auto-adjust as data grows.
• Incorporate Interactive Elements
• Use slicers and timelines for interactive data segmentation.
• Implement PivotTables to summarize large datasets dynamically.
• Add form controls like buttons and sliders to make the presentation interactive.
• Design your slides to respond to user inputs or selections.
• Ensure interactive elements are intuitive and clearly contribute to the narrative.
• Design a Dashboard
• Combine multiple data visualizations on a single screen for a unified view.
• Ensure each component of the dashboard provides unique but complementary information.
• Use consistent design elements across all visuals for a cohesive look.
• Make sure the dashboard is easy to read and navigate.
• Include interactive elements in the dashboard to engage the audience.
• Automate with Macros
• Use macros to streamline repetitive tasks, enhancing presentation efficiency.
• Automate data updates and visual adjustments with VBA scripts.
• Write macros that help navigate through the presentation smoothly.
• Ensure macros are tested and error-free to avoid glitches during the presentation.
• Provide button triggers for macros on the Excel interface for easy access.
• Narrative Flow
• Structure your presentation to tell a coherent story.
• Begin with an introduction that outlines key points.
• Build the body of your presentation with data-driven analysis.
• Conclude with a strong, data-supported conclusion.
• Transition smoothly between sections to keep your audience engaged.
• Maintain Design Consistency
• Use a uniform color scheme, font style, and layout across all slides.
• Apply consistent formatting rules for all data visuals.
• Design templates that can be reused for future presentations.
• Ensure that the visual design supports the data narrative.
• Avoid overdesigning that may distract from the data itself.
• Test and Iterate
• Conduct dry runs to test the flow and functionality of your presentation.
• Invite feedback from peers to refine content and design.
• Make iterative adjustments based on practical trials and feedback.
• Test on different devices to ensure compatibility.
• Finalize the presentation after thorough testing and refinement.
• Prepare Backups
• Save copies of your presentation in multiple formats.
• Ensure you have both digital and physical backups available.
• Regularly update your backups to reflect the latest changes.
• Store backups in different locations to mitigate risk.
• Consider cloud storage options for easy access and additional security.
• Have a contingency plan in place in case of technical issues.
• Add Supporting Notes
• Embed comments within your Excel cells to provide additional context.
• Use the notes section for personal reminders during the presentation.
• Prepare detailed explanations that can be referred to if questions arise.
• Keep notes concise and relevant to the data being presented.
• Ensure all notes are hidden from the audience view but accessible to you.
• Peer Review
• Share your presentation with colleagues or experts for feedback.
• Encourage constructive criticism to refine your presentation.
• Consider diverse perspectives to enhance the presentation’s appeal.
• Implement suggested changes that align with your objectives.
• Conduct a final review session to ensure all feedback has been addressed.

Mastering Excel for presentations transcends basic data visualization—it transforms how we communicate and persuade with data. This expertise not only empowers you to deliver insights in a compelling manner but also enhances your strategic influence within your organization or client base. Through the careful integration of data, design, and narrative, your presentations become not just informative but transformative, inspiring action and facilitating decision-making. The steps outlined in this guide equip you with the tools to turn complex data into captivating stories that resonate deeply with your audience. Embrace these practices to elevate your presentations from mundane to memorable, ensuring that every data point not only informs but also inspires and engages.

Are you ready to leverage your Excel data into powerful narratives that not only inform but also inspire and persuade? Visit INK PPT today and discover how our expert design services can amplify your presentation impact. At INK PPT, we don't just design slides; we craft stories that engage, inform, and motivate your audience to action. Elevate your presentations with us—where data meets design and storytelling.

Discover how we can create magic in your communication

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How to create your presentation using Excel?

Hrideep barot.

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MS- Excel, widely known as Excel, is famous for its spreadsheets and data handling. But little has been explored of this wonderful software other than the standard features.

Do you know that you can create and give your presentation using Excel? Are you curious of how to create a presentation in Excel?

Read till the end to get familiar with the steps and bonus tips in the end!

This is our game plan for this article.

Is excel presentation a good choice?

Step 1: choose a template, step 2: create slides, step 4: remove the grids, add a background picture, add colors to your data, font size matters, make use of cells, title slide, conclusion slide, product sales, comparative analysis, financial resolution or budget proposal, who all can benefit through excel presentations, does excel have presentation mode, how to export excel presentations.

Now, you might wonder: how can a simple spreadsheet be made presentable, especially a business report or pitch?

Well, using Excel might be more advantageous than you think. Here’s why:

Although PPT or PowerPoint Presentations gives a wide variety of options and templates to choose from, it can sometimes be too stretched out or contain lots of information that can be overwhelming.

Often, the main agenda of the presentation gets blurred, as we tend to emphasize and explain each and everything on the PPT.

If you want to give a crisp, short and effective presentation, then consider going for an Excel presentation.

There are fewer chances of your audience losing focus, as you emphasize only the needed information, especially if you are presenting a business report.

You will also save time of giving and making your presentation.

Now that you know why Excel is a good choice, let us see how we can use an Excel sheet in a presentation.

Creating a presentation in Excel

Creating a presentation in Excel can be the easiest way of making a presentation.

Follow these steps to make your presentation in excel:

The first step is to choose a template that goes with the aim of your presentation.

If your aim is to give a business presentation, you can go for templates like the ones seen in the above picture.

If you aim to present a business idea or budget, then you can choose templates such as planner and checklist or expense budget.

Choosing the right template would make things easier for you and your audience.

You might wonder how can I possibly create a slide in excel? Isn’t that a feature of PowerPoint?

Well, the idea is to create one similar to PowerPoint.

By using the sheets as slides, one can easily create an impactful presentation.

Make sure to name the sheets, and arrange them in order to give a smooth presentation.

Step 3: Organize your data

Now enter your required data and arrange it.

Simply select the required data by pressing the SHIFT key and use the ARROW keys to select.

Then, click on the Insert option from the menu tab and click on the Recommended Charts.

Now, select the type of chart you want.

Here are some possible options:

If you have data that depicts a financial report, and you want to explain the profits annually, then go for Line Graphs.

Remember to name your chart. You can click on the chart title to rename it.

If you want to present a monthly report on the expenses, then go for a pie chart.

Pie charts fit well when you present on a single aspect or topic.

Tables work for almost all purposes.

However, the information presented needs to be simple and short.

You can do this by making colored tables.

You can select your data, and from the Page Layout option from the menu, browse the themes and colors.

Go for lighter tones, as they look aesthetic and professional as well.

Also, the audience won’t find it difficult to read the data, which can happen if you use darker colors.

One of the main features of Excel are the grids, i.e., rows and columns.

Our last step is to get rid of the grids, as they can distract the audience and you may also run the risk of giving a shabby presentation.

To remove grids, go to the Page Layout option in the menu tab and unselect or uncheck the boxes under Gridlines and Headings.

After this step, your presentation would seem as if it was made using a PPT!

Tips for making a creative and professional presentation using Excel

Level up your presentation by setting a background picture in your Excel sheets!

In order to do this, go to the Page Layout and click on Background.

You can choose any of your saved pictures or choose from almost infinite options by searching one.

After you choose your picture, click on insert and your background picture is ready!

Last step is to remove the gridlines for a clean presentation.

You can also remove Headings and Formula Bar by unchecking them from the View tab.

It is quite a task to locate and understand data when everything is of the same color.

In other words, when you have a single color, say white, the audience would be busy tallying the data from right to left and not be able to concentrate on your presentation.

To resolve this issue, make your tables with two color tones.

You can choose them from Themes in Page Layout.

Here is the final result:

This table would take less time to locate the data in one row, as the color makes the task easy!

I bet you took some time to read this, especially if you are looking from a laptop or PC.

Did you feel any difference?

Your eyes were strained as you tried to read what was written.

Hence, make sure to have a decently larger font for making your information visible to everyone as not everyone sees your presentation from the same proximity as you.

If you don’t want a background picture, you can go for an image.

For adding an image, go to Insert and click on Illustrations.

You can add pictures, shapes, icons, 3D models and many more.

Remember to uncheck the Gridlines and Headings, before adding the images.

Cells in a spreadsheet can be used in creative ways.

Apart from entering data and doing calculations in a breeze, they can be turned into text boxes!

So make use of them as far as you can.

You can add in the main heading in the first sheet along with a background picture.

You can also use cells for short descriptions or notes below the tables or data for better comprehension for the viewers.

This is very important for all types of presentations and not just for Excel.

The main reason to categorize is to avoid “data dump”.

This happens when you put in too much information in one chart or sheet.

You might get confused or zoned out while presenting, and it is overwhelming from an audience’s perspective as well.

So, divide your data into various sheets and name them, ensuring they are in right order.

Doing so will also give your presentation a better clarity.

Sample Excel presentation

Suppose you are from the Sales department and are asked to give a presentation to the senior executives about the current vaccination drive status and future prospects.

Considering the period to be Jan-June 2021, here is a possible sample of how you can go about giving your presentation using Excel:

Here you can talk about your views on how the organization should carry forward the vaccination drive, and give suggestions on how to do it more efficiently.

What are some good Excel presentation topics?

Excel is a good medium to present product sales. The sample presentation above is a type of product sales.

It gives the organization a clear idea of the direction of the sales of a product and planning further marketing strategy.

If you have just begun your journey as an entrepreneur or are in the sales and marketing field, here is a useful article for you to enhance your skills of giving a business pitch to your clients! Pitch Perfectly: Crucial Public Speaking Tips for Startup Founders

Some topic ideas for product sales can be:

• Annual product review in XYZ branch
• Sales review of XYZ product
• Review of top-selling products in XYZ zone
• Sales promotion review 2020-21

Comparative analysis can be presented using Excel most effectively.

You can show data in simple charts and graphs, and compare the metrics using parameters such as time( weekly, monthly, annually) or regionally( within a company or branch, across branches, or internationally).

Some topics you can consider:

• Comparative analysis of student population taking XYZ stream/course
• Analyzing weekly donations to XYZ foundation
• Regional analysis of reported crimes in XYZ state
• Health and hygiene: A correlational study

Excel is a go-to application when it comes to finances.

With its easy tools and graphics, you can present budget proposals and financial resolutions with utmost ease.

You can consider these topics:

• FDIs for the year 2018-22
• Shares review 2020-21
• Annual review: Financial department
• Funds report: XYZ branch 2020-21

Although Excel is a great tool, it is not suitable for every type of presentations and professions.

It is an excellent medium for those engaging in quantitative data such as:

• researchers
• sales and marketing
• data analysts
• corporate executives
• logisticians, etc.

You can present your data in full-screen mode or presentation mode in Excel!

To do this, go to the View tab and select Full-screen mode, or press CTRL+ SHIFT+F1.

To go back to normal mode, right-click and choose the close full-screen option, or click on the three vertical dots on the top of the screen.

To export your Excel presentation, follow these steps!

STEP 1: Go to Files tab and select Export option.

STEP 2: In Export, click on create PDF/XPS document and name your file.

STEP 3: Click on Publish. Done!

Although we went through the steps of making an Excel presentation, do not leave the other aspect out!

Your body language and delivery style also matters!

If you are confused on what approach to take regarding body language while giving a speech, follow this article! To walk or stand still: How should you present when on stage?

For preparing your voice, follow along How to prepare your voice for a speech: Step-by-step guide .

We took a look into the steps for creating a creative and effective Excel presentation in just 4 steps!

Hope that the steps and tips would make your next Excel presentation a success and completely reinvent the way Excel is seen!

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10 Tips for Visually Analyzing and Presenting Data in Excel

Excel data analysis for dummies.

Sign up for the Dummies Beta Program to try Dummies' newest way to learn.

Here are some concrete suggestions about how you can more successfully use charts as data analysis tools in Excel and how you can use charts to more effectively communicate the results of the data analysis that you do.

Use the right chart type

What many people don’t realize is that you can make only five data comparisons in Excel charts.

If you decide or can figure out which data comparison you want to make, choosing the right chart type is very easy:

Pie, doughnut, or area: Use for part-to-whole data comparison.

Bar, cylinder, cone, or pyramid: Use for a whole-to-whole data comparison.

Line or column: Use for a time-series data comparison.

Scatter or bubble: Use for a correlation data comparison in Excel.

Surface: Use for a geographic data comparison.

Use your chart message as the chart title

Chart titles are commonly used to identify the organization that you’re presenting information to or perhaps to identify the key data series that you’re applying in a chart. A better and more effective way to use the chart title is to make it into a brief summary of the message that you want your chart to communicate.

Beware of pie charts

Pie charts are very inferior tools for visually understanding data and for visually communicating quantitative information.

Almost always, information that appears in a pie chart would be better displayed in a simple table.

Pie charts possess several debilitating weaknesses:

You’re limited to working with a very small set of numbers.

Pie charts aren’t visually precise.

With pie charts, you’re limited to a single data series.

Consider using pivot charts for small data sets

For small data sets, pivot charts can work very well. The key thing to remember is that a pivot chart, practically speaking, enables you to plot only a few rows of data.

However, if you create a cross-tabulation that shows only a few rows of data, try a pivot chart. Here is a cross-tabulation in a pivot table form.

Here is a cross-tabulation in a pivot chart form. For many people, the graphical presentation here shows the trends in the underlying data more quickly, more conveniently, and more effectively.

Avoid 3-D Charts

The problem with 3-is that the extra dimension, or illusion, of depth reduces the visual precision of the chart. With a 3-D chart, you can’t as easily or precisely measure or assess the plotted data.

Here is a simple column chart.

Here is the same information in a 3-D column chart. If you look closely at these two charts, you can see that it’s much more difficult to precisely compare the two data series in the 3-D chart and to really see what underlying data values are being plotted.

Charts often too easily become cluttered with extraneous and confusing information.

Never use 3-D pie charts

Pie charts are really weak tools for visualizing, analyzing, and visually communicating information. Adding a third dimension to a chart further reduces its precision and usefulness. When you combine the weakness of a pie chart with the inaccuracy and imprecision of three-dimensionality, you get something that is usually misleading.

Be aware of the phantom data markers

A phantom data marker is some extra visual element on a chart that exaggerates or misleads the chart viewer. Here is a silly little column chart that was created to plot apple production in the state of Washington.

Notice that the chart legend, which appears off to the right of the plot area, looks like another data marker. It’s essentially a phantom data marker it exaggerates the trend in apple production.

Use logarithmic scaling

With logarithmic scaling of your value axis, you can compare the relative change in data series values. This line chart doesn’t use logarithmic scaling of the value axis.

This is the same information in the same chart type and subtype, but the scaling of the value axis was changed to use logarithmic scaling.

To tell Excel that you want to use logarithmic scaling of the value axis, follow these steps:

Right-click the value (Y) axis and then choose the Format Axis command from the shortcut menu that appears.

When the Format Axis dialog box appears, select the Axis Options entry from the list box.

To tell Excel to use logarithmic scaling of the value (Y) axis, simply select the Logarithmic Scale check box and then click OK.

Don’t forget to experiment

The suggestions you fund here are really good guidelines to use. But you ought to experiment with your visual presentations of data. Sometimes by looking at data in some funky, wacky, visual way, you gain insights that you would otherwise miss.

If you regularly use charts and graphs to analyze information or if you regularly present such information to others in your organization, reading one or more of these books will greatly benefit you.

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Excel Tutorial: How To Present An Excel Spreadsheet

Introduction.

Presenting data effectively in Excel is crucial for making your information easily understandable and visually appealing. Whether you are creating a spreadsheet for a presentation, report, or simply to share with colleagues, knowing how to format and present your data in Excel is a valuable skill. In this blog post, we will provide a tutorial on how to present an excel spreadsheet in a professional and organized manner, ensuring that your data is easy to interpret and visually impactful.

Key Takeaways

• Presenting data effectively in Excel is crucial for making information easily understandable and visually appealing.
• Basic formatting tips include using cell formatting, adding borders and shading, and adjusting column width and row height for clarity.
• Creating charts and graphs, using conditional formatting, data validation, and pivot tables are all important skills for presenting data in Excel.
• Practicing and exploring more advanced Excel features is important for mastering the art of data presentation.
• Clear and effective data presentation in Excel is essential for ensuring that data is easy to interpret and visually impactful.

Basic formatting tips

When presenting an excel spreadsheet, it’s important to ensure that the data is easy to read and understand. Basic formatting can go a long way in improving the overall appearance and readability of your spreadsheet. Here are some essential tips for formatting your excel sheet:

A. Using cell formatting to highlight important data

Cell formatting allows you to emphasize important data in your spreadsheet. You can use bold, italics, underline, or font color to make specific data stand out. This can help draw attention to key figures or make certain information more noticeable.

B. Adding borders and shading to improve readability

Adding borders and shading to your cells can help to distinguish different sections of your spreadsheet and make it easier to read. You can use borders to outline specific data, and shading to highlight important sections or make headers and footers stand out.

C. Adjusting column width and row height for clarity

Ensuring that the column width and row height are appropriate can greatly improve the clarity of your spreadsheet. Adjusting the width of columns allows you to display more content without truncating the text, while adjusting the height of rows can prevent text from being cut off or overlapping.

Creating charts and graphs

When presenting an excel spreadsheet, it is important to include visual representations of the data to make it easier for the audience to understand. This can be achieved by creating charts and graphs that effectively illustrate the data in a clear and concise manner.

Selecting the right type of chart for the data

• Bar charts: Ideal for comparing values across different categories.
• Line charts: Used to show trends over a period of time.
• Pie charts: Suitable for displaying proportions and percentages.
• Scatter plots: Helpful in showing relationships between two variables.

Customizing colors and labels for visual appeal

• Color scheme: Choose a color palette that is visually pleasing and enhances the readability of the chart.
• Axis labels: Clearly label the axes and provide a title that succinctly describes the chart.
• Legend: If the chart includes multiple data series, include a legend to distinguish between them.

Adding trendlines or data labels for more insights

• Trendlines: Use trendlines to visualize the general direction of the data and identify any patterns or trends.
• Data labels: Add data labels to the chart to display specific values and make it easier for the audience to interpret the data.

Conditional formatting

Conditional formatting is a powerful feature in Excel that allows you to automatically highlight specific data based on set rules, as well as identify trends using color scales or icon sets. Additionally, you can apply conditional formatting to entire rows or columns, making it easier to spot patterns and outliers in your data.

Setting up rules to automatically highlight specific data

• Click on the cells you want to apply conditional formatting to.
• Navigate to the "Home" tab and click on the "Conditional Formatting" dropdown menu.
• Select "New Rule" to create a custom rule based on your data.
• Choose the formatting style and criteria for your rule, and then click "OK" to apply it.

Using color scales or icon sets to quickly identify trends

• Select the data range you want to apply color scales or icon sets to.
• Go to the "Conditional Formatting" dropdown menu and choose either "Color Scales" or "Icon Sets."
• Choose the style that best represents your data trends, and then click "OK" to apply it.

Applying conditional formatting to entire rows or columns

• Select the entire row or column you want to apply conditional formatting to.
• Click on the "Conditional Formatting" dropdown menu and choose the desired formatting option.
• Adjust the rules and styles as needed, and then click "OK" to apply it to the selected range.

Data Validation

When presenting an excel spreadsheet, ensuring the accuracy of the data is crucial. Utilizing data validation features can help maintain the integrity of the information.

Ensuring data accuracy by setting validation rules

• Step 1: Select the cells where you want to apply data validation.
• Step 2: Go to the Data tab, click on Data Validation, and choose the criteria for the validation rule.
• Step 3: Set the input message to provide instructions for entering the data.

Creating dropdown lists for controlled input

• Step 1: Select the cells where you want to create the dropdown list.
• Step 2: Navigate to the Data tab, click on Data Validation, and select List as the validation criteria.
• Step 3: Enter the items for the dropdown list in the Source box.

Displaying error alerts for incorrect data entries

• Step 1: Choose the cells to which you want to apply the error alert.
• Step 2: Access the Data tab, click on Data Validation, and set the conditions for the error alert.
• Step 3: Customize the error message to provide guidance on the correct data input.

Using pivot tables

Pivot tables are a powerful feature in Excel that allows you to summarize and analyze large datasets, create interactive reports with pivot table filters, and add calculated fields for deeper analysis.

Create a pivot table:

Add fields:, add filters:, use slicers:, create calculated fields:, customize the calculations:.

In conclusion, presenting an Excel spreadsheet effectively is essential for clear communication and decision-making. We've covered key points such as formatting, using charts, and adding comments. Remember to practice and explore more advanced features to further enhance your Excel skills. Clear and effective data presentation in Excel is crucial in any professional setting, so keep honing your skills to become a proficient Excel user.

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Four ways to improve your data presentation in Excel

   1.   Add a watermark text or a picture to the workbook with your company branding

See Adding watermarks to workbook for more details.

   2.   Add a background picture by choosing a graphics file to serve as a wallpaper for a spreadsheet like the wallpaper that you usually see on your Windows desktop:

See Adding a background image to the spreadsheet for more details.

   3.   Use conditional formatting to highlight cells in the worksheet:

See Applying Conditional Formatting for more details.

   4.   Use the drop-down list to simplify entering a value from the predefined set like countries, states, types, etc.

See Creating a Drop-Down List in a Cell for more details.

See also this tip in French: Quatre façons d'améliorer votre présentation de données dans Excel .

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Adding a header and footer to the worksheet

5 Excel Presentation Tips for Reports

James palic.

• August 6, 2022

Last Updated on August 6, 2022

Microsoft Excel is the best tool in the Microsoft Office Suite for analyzing data. Yet Excel also has the charting and graphing features that help display your data in an easy to understand format.  Not every presentation has to be in PowerPoint. In fact, Microsoft Excel can be a better medium for presenting data in many cases.   Let’s discuss some Excel presentation tips that will help you present data in a compelling and visually appealing format.

1. Charts and Graphs

Effectively providing a visual summary of data using graphs and charts is an important presentation technique. But it’s just as easy to make a confusing chart as it is to make a helpful one. Cramming every bit of data possible into a visual can result in your presentation becoming cluttered and complicated. Will your audience be able to comprehend the data being portrayed? Could you possibly group or format it differently to make it more meaningful or easier to understand? Excel offers several choices for chart type that can turn the raw data of your excel workbook into an easy to understand format.  Excel charts can also be used as embeds in PowerPoint presentations. 

Make sure to use the excel chart type that best matches your data.  Pie charts are used for presenting categories as a percent of the total. Line graphs are used when you have data collected over a period of time.  Scatter plots are useful to show how two different values of a data set relate.  Give your visual tools some thought before you present and use them appropriately to produce a convincing story.

2. Diagrams

If you have hierarchical excel data or you are trying to describe a process or a series of steps, then a diagram may be the best option. Diagrams are great if you’re creating organization charts, flow charts, or other data that would benefit from a visual layout. The simplest way to gain and keep someone’s attention is to show them an image that is eye-catching and easy to understand .

3. Highlighting and Borders

To call attention to sections of data in your spreadsheets, such as summary totals and conditional formatting, use color highlighting along with a border to make that section stand out.  You can also create a key to describe what different highlight colors mean. Colors are visually appealing and draw the audience’s eyes to the specific information that you want to show them. If you provide a color-coded key, then they can easily determine what they’re looking at.

Excel has a wide selection of built-in themes that will distinguish column headers and other areas of the spreadsheet so that you present a pleasing color pallet. These themes provide a starting point for choosing fonts, formatting, and colors that are easy to read and visually appealing.  People associate a coordinated color pallet with professionally done work and will be more likely to pay attention if they believe you carefully constructed your presentation.

5. Sparklines

Sparklines are small charts or graphs inserted as the background of a single cell.  Sparklines are useful for illustrating trends or patterns in a data table without creating a full chart.  And, unlike charts, sparklines are automatically printed along with the worksheet.  Sparklines can be used to show trends or maximum and minimum values.  Since sparklines don’t take up as much space as traditional charts and can be placed next to the data being described, they can be an effective tool for analysis.

With the Excel data presentation tips above, you can format your Excel spreadsheets to make a big impact on your audience. If you’d like to learn more about Excel and how you can use it for presentations, contact ONLC today.

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Use custom views in Excel to enhance your presentations

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You want to illustrate your talk by pointing out selected areas of your worksheets. Rather than interrupting the flow of your presentation by having to scroll to and position each area as needed, you could create custom views in Microsoft Excel, which you can readily access by clicking on a list in your toolbar.

First, you will need to create custom views. To do so, follow these steps:

• Go to and select the worksheet area for your view.
• Go to View | Custom Views.
• Click the Add button, and then enter a name for the view and click OK.

Repeat these steps for each custom view you want to present. To build the custom toolbar for your presentation, follow these steps:

• Go to Tools | Customize.
• Click the Toolbar tab and click New.
• Enter a name for your toolbar (for example, Presentation).
• Click the Commands tab.
• Click View under Categories.
• Click Custom Views under Commands and drag it to your custom toolbar.
• Click Close.

To quickly go to a view during your presentation, click the drop-down arrow on the Custom View button and select the view from the list.

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How to Embed an Excel File in PowerPoint (5 Easy Ways)

Here’s an overview of how data will be presented from Excel into PowerPoint.

How to Embed an Excel File in PowerPoint: 5 Suitable Examples

Let’s assume we have a “ Sales Data for Fruits ” dataset, which includes the Product ID , Fruits , States , and Sales amount under columns B , C , D , and E respectively.

Method 1 – Embedding an Entire Excel File in PowerPoint

• Select the Insert tab on the Ribbon  in PowerPoint.
• Click on the Object command on the Text group of commands.

• In the Insert Object dialog box, click on the radio button of Create from file option.
• Choose the Browse… button.

• In the Browse window, select your desired file and click OK .

• You can see your file path and name in the highlighted box. Click OK .

Note: Don’t check the box before the Link option to embed the Excel file .

Make sure to attach your intended data on the first page of the Excel file.

Read More: How to Perform Excel to PowerPoint Automation

Method 2 – Embedding a Section of Excel Data in PowerPoint File

• Open the Excel file and select the range of data (e.g. C4:E14 ) you want to embed.
• Press CTRL + C on your keyboard to copy this range.

• Open your PowerPoint slide and navigate to the Home tab.
• Click on the Paste drop-down option and then click on Paste Special .

• Select Paste and click on Microsoft Excel Worksheet Object . Press OK .

• The selected range is copied to the presentation file.

Method 3 – Utilizing Embed Command to Add Unlinked Excel File

• Select the dataset (e.g. B4:E14 ) and right-click.
• Click on the Copy command from the context menu.

• Use the Paste drop-down option in PowerPoint.
• Choose Embed (E) from Paste Options .

• The output in PowerPoint is as follows.

Method 4 – Applying Camera Gadget Tool to Embed Data as Image

• Click on the triangular-shaped Customize Quick Access Toolbar icon and select More Commands .

• This will bring a dialog box as follows. Click on the drop-down icon beside the Popular Command bar to get more options. Then pick Commands Not in the Ribbon from the available options.

• To bring the Camera tool to the right side, select Camera and click the Add button in the middle.

• This will allow you to have a Camera icon in the Toolbar . Now you’re ready to take snaps of the selected area by using the Camera tool.

• Select the region you want to copy and press the Camera icon.

• Left click anywhere to get an image.

• Copy the image by selecting it and pressing Ctrl + C command.
• Paste the output in the presentation slide as follows:

• Remember that the embedded portion is an image.

Read More: How to Link Excel Data to PowerPoint Chart

Method 5 – Embedding an Excel Chart in PowerPoint File

Charts are perhaps the most commonly-used Excel format in PowerPoint.

• Copy the Excel chart with Ctrl+ C command.
• Paste the chart into the PowerPoint slide by using Keep Source Formatting & Embed Workbook , one of the Paste Options .

Finally, the output in the presentation slide is as follows:

Embed Vs. Link an Excel File in PowerPoint

When you want to add an Excel file to a PowerPoint presentation, you have two options: embedding or linking the file. Here’s a brief overview of the differences between the two:

• Embedding an Excel file in PowerPoint means that a copy of the file is saved within the PowerPoint presentation itself. This can make your presentation larger in file size, but it also means that you don’t need the original Excel file to view or present the data. Any changes made to the original Excel file won’t be reflected in the embedded copy within PowerPoint.
• Linking an Excel file to PowerPoint means that the presentation will display data from the original Excel file. This keeps the file size of the presentation smaller and ensures that any changes made to the Excel file are reflected in the PowerPoint presentation. However, if the Excel file is moved or deleted, the links will be broken and the data won’t display correctly in the presentation.

Read More: How to Link Excel Sheets to PowerPoint

How to Insert Excel File into PowerPoint as Icon

• Open a presentation file and select the intended slide to place the icon.
• Go to the Insert tab and click on the Object tool in the Text group.

• Select the Create from file option.
• Click on the Browse button to attach the Excel file that you want to place as an icon on the slide.
• Make sure to check the boxes beside Link and Display as icon options.

• Use the hooks on the icon’s corners to resize it and drag it into place on the slide.
• Double-click the icon to access the workbook’s contents and edit them.

Read More:  How to Insert an Excel File into PowerPoint as an Icon

How to Link Excel File in PowerPoint That Updates Data Dynamically

• To link an Excel file in PowerPoint, do the same things as you did in Example 1 .
• You have to mark the box before the Link option.
• Press the OK button.

Now, if you make any changes in the Excel file, you’ll get the updated data in PowerPoint.

Note: If you delete the file or change the location of the file, PowerPoint will start throwing errors when trying to display data.

Read More: How to Link Powerpoint to Excel for Dynamic Data Updates

Benefits and Drawbacks of Embedding an Excel File in PowerPoint

When creating presentations, it’s useful to embed the Excel file directly into the PowerPoint file. But, it’s important to consider the benefits and drawbacks of this approach.

• Easy Access to Data: Embedding an Excel file in PowerPoint allows you to easily access and manipulate data without having to switch between programs.
• Increased Interactivity: Embedding an Excel file in PowerPoint allows you to create more interactive presentations with live data that can be manipulated and updated in real time.
• Saves Time: It can save time by eliminating the need to create separate charts and graphs from scratch.
• Better Organization: Embedding an Excel file in PowerPoint allows you to keep all your data in one place, making it easier to organize and manage your presentation.
• Consistent Formatting: Embedding ensures that your data will be presented with consistent formatting and style.
• File Size: Embedding an Excel file in PowerPoint can increase the file size of your presentation, making it more difficult to share and collaborate with others.
• Compatibility Issues: Embedding an Excel file in PowerPoint can lead to compatibility issues between different versions of PowerPoint and Excel.
• Security Risks: Embedding an Excel file in PowerPoint can pose security risks if the Excel file contains sensitive information.
• Limited Editing Capabilities: Embedding an Excel file in PowerPoint limits your editing capabilities, as you may not be able to make changes to the data directly within the PowerPoint slide.
• Refreshing Data: If the data in the embedded Excel file changes, you will need to manually refresh the data in the PowerPoint slide to ensure accuracy.

Things to Remember

• Keep file size in mind when you embed an Excel file in PowerPoint.
• Ensure compatibility with different versions of PowerPoint and Excel.
• Test your presentation to ensure that the embedded Excel file displays correctly.
• Update the presentation file with an embedded Excel file if the data changes or needs to be refreshed.
• Consider security and privacy concerns when embedding Excel files containing sensitive information.

Frequently Asked Questions

1. Will embedding an Excel file in PowerPoint increase the file size of my presentation?

Yes, it can increase, especially if the Excel file contains a lot of data. This can make it more difficult to share and collaborate on the presentation.

2. How do I ensure compatibility between different versions of PowerPoint and Excel when embedding a file?

To ensure compatibility, it’s important to save the Excel file in a format that is compatible with the version of PowerPoint you are using.

3. What security risks should I be aware of when embedding an Excel file in PowerPoint?

It’s important to ensure that any sensitive information within the embedded Excel file is appropriately protected and access is limited to authorized individuals.

Practice Section

We have provided a practice section on the right side of each sheet so you can practice yourself. Please make sure to do it yourself.

Download Practice Files

Download the following practice workbook and presentation file. It will help you to realize the topic more clearly and will help you practice yourself.

Related Articles

• [Fixed!] Problems with Embedded Excel Files in PowerPoint
• [Solved] Embedded Excel in PowerPoint Not Showing All Data
• How to Open Existing PowerPoint File from Excel VBA

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Mohammad Shah Miran has a professional background spanning over a year at Softeko. Initially starting as an Excel and VBA writer, he authored more than 50 articles for the ExcelDemy project. Currently, Miran is engaged in the LinuxSimply project as a Linux content developer, completed over 40 articles. His analytical approach extends across various domains, including Excel, VBA, Bash scripting, Linux, data analysis, and Python programming. In his leisure time, Miran enjoys watching movies and series or listening... Read Full Bio

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How to link or embed an excel worksheet in a powerpoint presentation.

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What's the difference between linking and embedding, how to link or embed an excel worksheet in microsoft powerpoint.

Sometimes, you want to include the data on an Excel spreadsheet in a Microsoft PowerPoint presentation. There are a couple of ways to do this, depending on whether or not you want to maintain a connection with the source Excel sheet. Let's take a look.

You actually have three options for including a spreadsheet in a PowerPoint presentation. The first is by simply copying that data from the spreadsheet, and then pasting it into the target document. This works okay, but all it really does is convert the data to a simple table in PowerPoint. You can use PowerPoint's basic table formatting tools on it, but you can't use any of Excel's features after the conversion.

While that can be useful sometimes, your other two options---linking and embedding---are much more powerful, and are what we're going to show you how to do in this article. Both are pretty similar, in that you end up inserting an actual Excel spreadsheet in your target presentation. It will look like an Excel sheet, and you can use Excel's tools to manipulate it. The difference comes in how these two options treat their connection to that original Excel spreadsheet:

• If you link an Excel worksheet in a presentation, the target presentation and the original Excel sheet maintain a connection. If you update the Excel file, those updates get automatically reflected in the target presentation.
• If you embed an Excel worksheet in a presentation, that connection is broken. Updating the original Excel sheet does not automatically update the data in the target presentation.

There are advantages to both methods, of course. One advantage of linking a document (other than maintaining the connection) is that it keeps your PowerPoint presentation's file size down, because the data is mostly still stored in the Excel sheet and only displayed in PowerPoint. One disadvantage is that the original spreadsheet file needs to stay in the same location. If it doesn't, you'll have to link it again. And since it relies on the link to the original spreadsheet, it's not so useful if you need to distribute the presentation to people who don't have access to that location.

Embedding that data, on the other hand, increases the size of presentation, because all that Excel data is actually embedded into the PowerPoint file. There are some distinct advantages to embedding, though. For example, if you're distributing that presentation to people who might not have access to the original Excel sheet, or if the presentation needs to show that Excel sheet at a specific point in time (rather than getting updated), embedding (and breaking the connection to the original sheet) makes more sense.

So, with all that in mind, let's take a look at how to link and embed an Excel Sheet in Microsoft PowerPoint.

Linking or embedding an Excel worksheet into a PowerPoint presentation is actually pretty straightforward, and the process for doing either is almost identical. Start by opening both the Excel worksheet and the PowerPoint presentation you want to edit at the same time.

In Excel, select the cells you want to link or embed. If you would like to link or embed the entire worksheet, click on the box at the juncture of the rows and columns in the top left-hand corner to select the whole sheet.

Copy those cells by pressing CTRL+C in Windows or Command+C in macOS. You can also right-click any selected cell, and then choose the "Copy" option on the context menu.

Now, switch to your PowerPoint presentation and click to place the insertion point where you would like the linked or embedded material to go. On Home tab of the Ribbon, click the down arrow beneath the "Paste" button, and then choose the "Paste Special" command from the dropdown menu.

This opens the Paste Special window. And it's here where you'll find the only functional different in the processes of linking or embedding a file.

If you want to embed your spreadsheet, choose the "Paste" option over on the left. If you want to link your spreadsheet, choose the "Paste Link" option instead. Seriously, that's it. This process is otherwise identical.

Whichever option you choose, you'll next select the "Microsoft Excel Worksheet Object" in the box to the right, and then click the "OK" button.

And you'll see your Excel sheet (or the cells you selected) in your PowerPoint presentation.

If you linked the Excel data, you can't edit it directly in PowerPoint, but you can double-click anywhere on it to open the original spreadsheet file. And any updates you make to that original spreadsheet are then reflected in your PowerPoint presentation.

If you embedded the Excel data, you can edit it directly in PowerPoint. Double-click anywhere in the spreadsheet and you'll stay in the same PowerPoint window, but the PowerPoint Ribbon gets replaced by the Excel Ribbon and you can access all the Excel functionality. It's kind of cool.

And when you want to stop editing the spreadsheet and go back to your PowerPoint controls, just click anywhere outside the spreadsheet.

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Basic tasks in Excel

Excel is an incredibly powerful tool for getting meaning out of vast amounts of data. But it also works really well for simple calculations and tracking almost any kind of information. The key for unlocking all that potential is the grid of cells. Cells can contain numbers, text, or formulas. You put data in your cells and group them in rows and columns. That allows you to add up your data, sort and filter it, put it in tables, and build great-looking charts. Let’s go through the basic steps to get you started.

Create a new workbook

Excel documents are called workbooks. Each workbook has sheets, typically called spreadsheets. You can add as many sheets as you want to a workbook, or you can create new workbooks to keep your data separate.

Click File , and then click New .

Under New , click the Blank workbook .

Enter your data

Click an empty cell.

For example, cell A1 on a new sheet. Cells are referenced by their location in the row and column on the sheet, so cell A1 is in the first row of column A.

Type text or a number in the cell.

Press Enter or Tab to move to the next cell.

Apply cell borders

Select the cell or range of cells that you want to add a border to.

On the Home tab, in the Font group, click the arrow next to Borders, and then click the border style that you want.

For more information, see Apply or remove cell borders on a worksheet  .

Apply cell shading

Select the cell or range of cells that you want to apply cell shading to.

For more information about how to apply formatting to a worksheet, see Format a worksheet .

Use AutoSum to add your data

When you’ve entered numbers in your sheet, you might want to add them up. A fast way to do that is by using AutoSum.

Select the cell to the right or below the numbers you want to add.

Click the Home tab, and then click AutoSum in the Editing group.

AutoSum adds up the numbers and shows the result in the cell you selected.

For more information, see Use AutoSum to sum numbers

Create a simple formula

Adding numbers is just one of the things you can do, but Excel can do other math as well. Try some simple formulas to add, subtract, multiply, or divide your numbers.

Pick a cell, and then type an equal sign (=).

That tells Excel that this cell will contain a formula.

Type a combination of numbers and calculation operators, like the plus sign (+) for addition, the minus sign (-) for subtraction, the asterisk (*) for multiplication, or the forward slash (/) for division.

For example, enter =2+4 , =4-2 , =2*4 , or =4/2 .

Press Enter.

This runs the calculation.

You can also press Ctrl+Enter if you want the cursor to stay on the active cell.

For more information, see Create a simple formula .

Apply a number format

To distinguish between different types of numbers, add a format, like currency, percentages, or dates.

Select the cells that have numbers you want to format.

Click the Home tab, and then click the arrow in the General box.

Pick a number format.

If you don’t see the number format you’re looking for, click More Number Formats . For more information, see Available number formats .

Put your data in a table

A simple way to access Excel’s power is to put your data in a table. That lets you quickly filter or sort your data.

Select your data by clicking the first cell and dragging to the last cell in your data.

To use the keyboard, hold down Shift while you press the arrow keys to select your data.

Click Tables , move your cursor to the Table button to preview your data, and then click the Table button.

To filter the data, clear the Select All check box, and then select the data you want to show in your table.

To sort the data, click Sort A to Z or Sort Z to A .

For more information, see Create or delete an Excel table

Show totals for your numbers using Quick Analysis

The Quick Analysis tool (Excel 2016) let you total your numbers quickly. Whether it’s a sum, average, or count you want, Excel shows the calculation results right below or next to your numbers.

Select the cells that contain numbers you want to add or count.

Click Totals , move your cursor across the buttons to see the calculation results for your data, and then click the button to apply the totals.

Add meaning to your data using Quick Analysis

Conditional formatting or sparklines can highlight your most important data or show data trends. Use the Quick Analysis tool (Excel 2016) for a Live Preview to try it out.

Select the data you want to examine more closely.

Explore the options on the Formatting and Sparklines tabs to see how they affect your data.

For example, pick a color scale in the Formatting gallery to differentiate high, medium, and low temperatures.

When you like what you see, click that option.

Learn more about how to analyze trends in data using sparklines .

Show your data in a chart using Quick Analysis

The Quick Analysis tool (Excel 2016) recommends the right chart for your data and gives you a visual presentation in just a few clicks.

Select the cells that contain the data you want to show in a chart.

Click the Charts tab, move across the recommended charts to see which one looks best for your data, and then click the one that you want.

Note:  Excel shows different charts in this gallery, depending on what’s recommended for your data.

Learn about other ways to create a chart .

Sort your data

To quickly sort your data

Select a range of data, such as A1:L5 (multiple rows and columns) or C1:C80 (a single column). The range can include titles that you created to identify columns or rows.

Select a single cell in the column on which you want to sort.

To sort by specific criteria

Select a single cell anywhere in the range that you want to sort.

On the Data tab, in the Sort & Filter group, choose Sort .

The Sort dialog box appears.

In the Sort by list, select the first column on which you want to sort.

In the Sort On list, select either Values , Cell Color , Font Color , or Cell Icon .

In the Order list, select the order that you want to apply to the sort operation — alphabetically or numerically ascending or descending (that is, A to Z or Z to A for text or lower to higher or higher to lower for numbers).

For more information about how to sort data, see Sort data in a range or table  .

Filter your data

Select the data that you want to filter.

On the Data tab, in the Sort & Filter group, click Filter .

To select by values, in the list, clear the (Select All) check box. This removes the check marks from all the check boxes. Then, select only the values you want to see, and click OK to see the results.

For more information about how to filter data, see Filter data in a range or table .

Save your work

Click the Save button on the Quick Access Toolbar , or press Ctrl+S.

If you’ve saved your work before, you’re done.

If this is the first time you've save this file:

Under Save As , pick where to save your workbook, and then browse to a folder.

In the File name box, enter a name for your workbook.

Click Save .

Print your work

Click File , and then click Print , or press Ctrl+P.

Preview the pages by clicking the Next Page and Previous Page arrows.

The preview window displays the pages in black and white or in color, depending on your printer settings.

If you don’t like how your pages will be printed, you can change page margins or add page breaks .

Click Print .

Activate and use an add-in

On the File tab, choose Options , and then choose the Add-Ins category.

Near the bottom of the Excel Options dialog box, make sure that Excel Add-ins is selected in the Manage box, and then click Go .

In the Add-Ins dialog box, select the check boxes the add-ins that you want to use, and then click OK .

If Excel displays a message that states it can't run this add-in and prompts you to install it, click Yes to install the add-ins.

For more information about how to use add-ins, see Add or remove add-ins .

Find and apply a template

Excel allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of templates on Office.com. Office.com provides a wide selection of popular Excel templates, including budgets.

For more information about how to find and apply templates, see Download free, pre-built templates .

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How To Use Excel: A Beginner’s Guide To Getting Started

Excel is a powerful application—but it can also be very intimidating.

That’s why we’ve put together this beginner’s guide to getting started with Excel .

It will take you from the very beginning (opening a spreadsheet), through entering and working with data, and finish with saving and sharing.

It’s everything you need to know to get started with Excel.

If you want to tag along as you read, please download the free sample Excel workbook here.

Table of Contents

1: Opening a spreadsheet

2: Working with the Ribbon

3: Managing your worksheets

4: Entering data

5: Basic calculations

6: Unlocking the power of functions

7: Saving and sharing your work

8: Welcome to Excel

Opening an Excel spreadsheet

When you first open Excel (by double-clicking the icon or selecting it from the Start menu), the application will ask what you want to do.

If you want to open a new Excel spreadsheet, click Blank workbook .

To open an existing spreadsheet (like the example workbook you just downloaded), click  Open Other Workbooks in the lower-left corner, then click  Browse on the left side of the resulting window.

Then use the file explorer to find the Excel workbook you’re looking for, select it, and click Open .

Workbooks vs. spreadsheets

There’s something we should clear up before we move on.

A workbook is an Excel file. It usually has a file extension of .XLSX (if you’re using an older version of Excel, it could be .XLS).

A spreadsheet  is a single sheet inside a workbook. There can be many sheets inside of a workbook, and they’re accessed via the tabs at the bottom of the screen.

A spreadsheet (a.k.a. a sheet/tab) contains all the cells you can see and use in the >1 million rows >16,000 columns.

Working with the Ribbon

The Ribbon is the central control panel of Excel. You can do just about everything you need to directly from the Ribbon.

Where is this powerful tool? At the top of the window:

There are a number of tabs, including the File tab, Home tab , Insert tab , Data tab , Review tab , and a few others. Each tab contains different buttons.

Try clicking on a few different tabs to see which buttons appear below them.

There’s also a very useful search bar in the Ribbon. It says Tell me what you want to do . Just type in what you’re looking for, and Excel will help you find it.

Most of the time, you’ll be in the Home tab of the Ribbon. But Formulas and Data are also very useful (we’ll be talking about formulas shortly).

Pro tip: Ribbon sections

In addition to tabs, the Ribbon also has some smaller sections. And when you’re looking for something specific, those sections can help you find it .

For example, if you’re looking for sorting and filtering options, you don’t want to hover over dozens of buttons finding out what they do.

Instead, skim through the section names until you find what you’re looking for:

Managing your sheets

As we saw, workbooks can contain multiple sheets.

You can manage those sheets with the sheet tabs near the bottom of the screen. Click a tab to open that particular worksheet.

If you’re using our example workbook, you’ll see two sheets, called Welcome and Thank You :

To add a new worksheet , click the  + (plus) button at the end of the list of sheets.

You can also reorder the sheets in your workbook by dragging them to a new location.

And if you right-click a worksheet tab, you’ll get a number of options:

For now, don’t worry too much about these options.  Rename and  Delete are useful, but the rest needn’t concern you.

Entering data

Now it’s time to enter some data!

And while entering data is one of the most central and important things you can do in Excel, it’s almost effortless.

Just click into a blank cell and start typing.

Go ahead, try it! Type your name, birthday, and your favorite number into some blank cells.

You can also copy ( Ctrl + C ), cut ( Ctrl + X ), and paste ( Ctrl + V ) any data you’d like (or read our full guide on copying and pasting here ) .

Try copying and pasting the data from multiple cells inthe example spreadsheet into another column.

You can also copy data from other programs into Excel.

Try copying this list of numbers and pasting it into your sheet:

That’s all we’re going to cover for basic data entry. Just know that there are lots of other ways to get data into your spreadsheets if you need them.

Basic calculations

Now that we’ve seen how to get some basic data into our spreadsheet, we’re going to do some things with it.

Running basic calculations in Excel is easy. First, we’ll look at how to add two numbers.

Important: start calculations with = (equals)

When you’re running a calculation (or a formula, which we’ll discuss next), the first thing you need to type is an equals sign. This tells Excel to get ready to run some sort of calculation.

So when you see something like  = MEDIAN (A2:A51) , make sure you type it exactly as it is—including the equals sign.

Let’s add 3 and 4. Type the following formula in a blank cell:

Then hit  Enter .

When you hit Enter, Excel evaluates your equation and displays the result, 7.

But if you look above at the  formula bar , you’ll still see the original formula.

That’s a useful thing to keep in mind, in case you forget what you typed originally.

You can also edit a cell in the formula bar. Click on any cell, then click into the formula bar and start typing.

Performing subtraction, multiplication, and division is just as easy. Try these formulas:

What we’re going to cover next is one of the most important things in Excel. We’re giving it a very basic overview here, but feel free to read our post on cell references to get the details.

Now let’s try something different. Open up the first sheet in the example workbook, click into cell C1, and type the following:

Hit  Enter .

You should get 82, the sum of the numbers in cells A1 and B1.

Now, change one of the numbers in A1 or B1 and watch what happens:

Because you’re adding A1 and B1, Excel automatically updates the total when you change the values in one of those cells.

Try doing different types of arithmetic on the other numbers in columns A and B using this method.

Unlocking the power of functions

Excel’s greatest power lies in functions. These let you run complex calculations with a few keypresses.

We’ll barely scratch the surface of functions here. Check out our other blog posts to see some of the great things you can do with functions!

Many formulas take sets of numbers and give you information about them.

For example, the AVERAGE function gives you the average of a set of numbers. Let’s try using it.

Click into an empty cell and type the following formula:

=AVERAGE(A1:A4)

The resulting number, 0.25, is the average of the numbers in cells A1, A2, A3, and A4.

Cell range notation

In the formula above, we used “A1:A4” to tell Excel to look at all the cells between A1 and A4, including both of those cells. You can read it as “A1 through A4.”

You can also use this to include numbers in different columns. “A5:C7” includes A5, A6, A7, B5, B6, B7, C5, C6, and C7.

There are also functions that work on text.

Let’s try the CONCATENATE function !

Click into cell C5 and type this formula:

=CONCATENATE(A5, ” “, B5)

Then hit  Enter.

You’ll see the message “Welcome to Spreadsheeto” in the cell.

How did this happen? CONCATENATE takes cells with text in them and puts them together.

We put the contents of A5 and B5 together. But because we also needed a space between “to” and “Spreadsheeto,” we included a third argument: the space between two quotes.

Remember that you can mix cell references (like “A5″) and typed values (like ” “) in formulas.

Excel has dozens of useful functions. To find the function that will solve a particular problem, head to the  Formulas tab and click on one of the icons:

Scroll through the list of available functions, and select the one you want (you may have to look around for a while).

Then Excel will help you get the right numbers in the right places:

If you start typing a formula, starting with the equals sign, Excel will help you by showing you some possible functions that you might be looking for:

And finally, once you’ve typed the name of a formula and the opening parenthesis, Excel will tell you which arguments need to go where:

If you’ve never used a function before, it might be difficult to interpret Excel’s reminders. But once you get more experience, it’ll become clear.

This is a tiny preview of how functions work and what they can do. It should be enough to get you going on the tasks you need to accomplish right away.

Saving and sharing your work

After you’ve done a bunch of work with your spreadsheet, you’re going to want to save your changes.

Hit  Ctrl + S to save. If you haven’t yet saved your spreadsheet, you’ll be asked where you want to save it and what you want to call it.

You can also click the  Save button in the Quick Access Toolbar :

It’s a good idea to get into the habit of saving often. Trying to recover unsaved changes is a pain!

The easiest way to share your spreadsheets is via OneDrive.

Click the  Share button in the top-right corner of the window, and Excel will walk you through sharing your document.

You can also save your document and email it, or use any other cloud service to share it with others.

That’s it – Now what?

This was how to use Excel.

Or… at least a small fraction of it.

Microsoft Excel can be intimidating, but once you get the basics down, it’s easier to learn the more advanced functions.

This was your introduction to “the basics”. So, if you’re not ready to get some advanced Excel knowledge, go ahead and practice with some of the existing data at the office 🧑🏼‍💻

If you’re ready to take your next steps, go ahead and enroll in my 30-minute free online course where you learn: IF, SUMIF, VLOOKUP, and data cleaning.

These are some of the most important topics of Excel💪🏼

Other resources

Now, you can’t excel at Excel without mastering some of the lookup functions like VLOOKUP and the new XLOOKUP .

But also, you don’t wanna miss out on pivot tables . You can use these to transform your Microsoft Excel data into insightful reports in just a few clicks🤯

Or if you’re into automating Excel spreadsheet formatting, go ahead and read my guide to conditional formatting here.

Written by Kasper Langmann

Hi, I'm  Kasper Langmann 👋

I'm the co-founder of Spreadsheeto, a certified Microsoft Office Specialist, and a Microsoft MVP.

With over 10 years of experience, I’ve taught Excel to millions of people worldwide.

I spent over 20 hours researching and writing this tutorial.

Last updated on August 28th, 2024.

Before you go, sign up for my free Excel course (+100,000 students) ->

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How to Link Excel to PowerPoint

Last Updated: March 29, 2019

wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. To create this article, volunteer authors worked to edit and improve it over time. This article has been viewed 96,445 times. Learn more...

Linking Excel files to a PowerPoint presentation lets you to present and display complex data on a much simpler form that people can understand. This is very handy when you’re conducting business or academic presentations. What’s more is that it also allows you to easily create tables on presentations and conveniently modify the table’s data without editing the presentation itself.

Opening the Files to Link

• If you choose to create a new document to link to a PowerPoint presentation, you need to save it first as an Excel file before you can do any kind of linking.

Linking the Files

• Click on Okay to finish inserting the file.
• The data table on your Excel file should now be displayed on the presentation slide. You can move it anywhere on the presentation and adjust its height and width by clicking and dragging its corner points across the slide.

Expert Q&A

• To link Excel documents to a PowerPoint presentation using older Microsoft Office suite, you need to resave the Excel file to a format that the old PowerPoint program can read. Thanks Helpful 2 Not Helpful 2
• You don’t need to save the Excel file first before the changes made are reflected on the presentation. The inserted object should mirror the change as you edit it. Thanks Helpful 0 Not Helpful 1

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Create PowerPoint Slides from Excel Data

Oct 5, 2019 | Articles

Undoubtedly Microsoft Excel is amongst the best tools for increased productivity in our workplace today. Microsoft Excel helps workers perform their assigned tasks easily. The use of Microsoft Excel has greatly improved productivity in organizations. It offers a quicker way to complete your task effortlessly. Many organizations now sort after Men and Women with good skill in Microsoft Excel.

PowerPoint is another outstanding program that enhances business excellence. PowerPoint offers a clear understanding and interpretation of data. It has a unique display setting that makes the audience appreciate the program, but it is static.

Some persons believe PowerPoint to be superior to Excel and vice versa. But recently, people create PowerPoint from Excel data. Excel is used for computations because it has a lot of data needed for the report. PowerPoint will help enhance the appearance of these reports. So, simply present your result in PowerPoint after all calculations from your Excel.

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