How to Link Excel to PowerPoint and Save Hours of Time

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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 […]

The Importance of Document Security and How to Make Sure You Are Working Safely

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Maintaining high levels of security is of utmost priority for financial and professional services companies as they must protect their client’s details. Threats to document security can include: security breaches, unstructured data, unsecured files, human failure and unauthorized access to storage. All these present a risk to client data, customer databases, financial details and current […]

8 Powerful PowerPoint Tips to Avoid Easy Mistakes

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Microsoft PowerPoint was launched in 1990 and has since become the number-one presentation software, used by over 500 million people worldwide. On average, over 30 million presentations are created every day. Despite this, even the most experienced PowerPoint users can still make mistakes. Misaligned elements, off-brand coloring and simple formatting errors can turn a great presentation into mediocre. […]

10 PowerPoint Tips and Tricks to Boost Productivity

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Love it or hate it, PowerPoint is essential when it comes to business presentations. Whether you’re creating an audit report or updating a pitchbook or portfolio review, PowerPoint is usually the tool for the job. However, creating slides in PowerPoint can often be time-consuming. A study we conducted found that 90% of finance professionals spend […]