How to Track Changes in PowerPoint: Introducing UpSlide Track Changes
If you’ve ever asked, “Can you track changes in PowerPoint?”, you’re not alone. Unlike Word, PowerPoint lacks any true “track changes” functionality. That’s a significant efficiency and collaboration challenge, especially for high-stakes teams in investment banking, private equity, or professional services. Review cycles are time-consuming, versions get lost, and comments pile up. That’s without even […]
The Best PowerPoint Add-Ins for 2025: The Ultimate Guide
Let’s dive into the realm of PowerPoint add-ins, including free and paid options, so you can choose the perfect time-saving solution for your firm’s needs. PowerPoint Add-Ins: Everything You Need to Know Microsoft provides a robust suite of tools within PowerPoint that cater to a variety of needs and use cases. However, the native software […]
Power BI to PowerPoint: 5 Effective Ways of Exporting Data
Want to speed up report creation by connecting Power BI to PowerPoint? Discover five efficient data linking methods, from Microsoft’s native functionality to UpSlide’s dynamic Power BI to PowerPoint Link. Why Do Finance Teams Export Power BI to PowerPoint? Over the years, Power BI has become a staple for financial services teams. With Power BI, finance teams […]
Pitchbook Automation: Ultimate Guide to Creating Better Proposals
Tired of manual data embedding and endless rounds of reviews? Learn everything you need to know about creating better proposals with pitchbook automation, from key benefits and workflows to choosing the right tool. Understanding Pitchbook Automation Pitchbook automation has become an essential workflow solution for fund managers, investment bankers, and other financial services professionals alike. […]
Power Query: The 2025 Beginners’ Guide
Ever wondered what the Microsoft 365 add-in Power Query is and how it works? If so, you have come to the right place. Read on to hear from Pauline Jouffret, our Power Query expert at UpSlide, and understand how to master the basics of this data transformation and preparation tool. Discover Power Query What is […]
4 Easy Ways to Export Power BI to Excel
Looking to export Power BI data to Excel? Explore our top four recommendations to improve your workflow and export data more efficiently. From using ‘Analyze in Excel’ to creating PivotTables, we’ll delve into the benefits and limitations of each method. Common Use Cases for Exporting Power BI Data to Excel Power BI is being used […]
Power BI Export to Word: Step-by-Step Guides
Power BI has revolutionized data visualization, enabling finance teams to present their data in a more interactive and accessible way. You can leverage your Power BI data to create more impactful static reports in Excel, PowerPoint or Word. These Microsoft Office applications work in harmony to help you more effectively present, format and analyze data. […]
How to Link Excel to PowerPoint and Save Hours of Time
Let’s explore efficient ways of linking Excel to PowerPoint—from native embedding to UpSlide’s dynamic link that won’t break (unless you want it to!). Top 3 Methods of Linking Data, Charts and Graphs from Excel to PowerPoint Method 1: Native Embedding to Create an Excel-PowerPoint Link Pros: It’s an easy, free solution available to all Microsoft […]
5 Ways to Make Beautiful Financial Charts and Graphs in Excel
Financial charts and graphs are the foundation of every pitchbook and report in the industry. To present data as clearly as possible for your clients and stakeholders, it’s vital to create Excel graphs and charts that help you tell impactful stories with your data. In this blog, we share our top tips on how to […]
How to Manage Signatures in Outlook
Successful businesses must effectively and consistently present their brand identity across multiple platforms, including their website, sales collateral and emails. Despite being the most frequent form of communication (with the average employee sending approximately 40 emails per day), the need to present a strong brand identity over email is often overlooked. An email signature is […]