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EXCEL TO POWERPOINT & WORD LINK

Ensure Data Integrity in Every Deliverable

The most reliable way to link Excel to PowerPoint and Word. Boost efficiency and ensure your data is always reliable.

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Speed Up Reporting

Build and update pitchbooks and IMs faster with an intuitive automated link.

Ensure Data Accuracy

Refresh hundreds of data points in one click for guaranteed data accuracy.

Create Stronger Decks

Free up more time for enhancing analysis and commentary instead of manually updating data.

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Stop Manually Updating. Start Adding Value.

Automated Excel links eliminate manual copy and pasting, so your team can focus on building a stronger story.

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Update Every Figure in One Click

Say goodbye to manual, recurring data updates across your most critical documents.

Link tables, charts, and text from Excel to PowerPoint or Word in seconds to your deliverables synced with your models.

When data changes, update comps or valuation outputs across selected slides – or instantly refresh hundreds of linked data points at once.

Manage Excel Links Efficiently

Find and control linked data across investment committee decks, portfolio updates, and investor reports.

Filter links by last update, link type, or last editor to quickly see what changed and where it’s used.

UpSlide’s Excel Link Manager flags conflicting sources and outdated figures, so issues are easy to spot and fix before sharing.

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Create Recurring Reports in Minutes

Duplicate existing presentations like monthly portfolio reviews or quarterly investor updates, then update selected Excel links for the new period – no manual rework required.

Link Your Power BI Visuals in the Same Way

Import Power BI visuals or dashboards into PowerPoint and update them just like Excel links.

Keep management reports, board decks, and annual reviews automatically in sync with your Power BI data, without screenshots or rework.

As with the Excel link, file sizes stay light while preserving full visual quality.

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DATA MODELING and LINKING

Analyze, Link, and Present Data Faster

Build and audit models faster, create charts instantly, and update linked data everywhere.

Explore Data Modeling and Linking
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Excellence, Made Repeatable

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Our workflows are much more streamlined; for example, teams can now link their Bloomberg data from Excel to PowerPoint pitchbooks, then update it automatically. Before, too much time was spent on things like proofing and formatting; UpSlide will eliminate that.

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Muge Mentes
Head of CEEMEA Debt Origination
UniCredit

Read UniCredit's Story
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Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.​

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Thibaut de Clerck,
Head of Management Control, IFS
BNP Paribas

Read BNP Paribas' Story

From Manual Work to Meaningful Work

Eliminate repetitive manual tasks and costly errors, so every deck delivers more value.

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FAQs

How Does UpSlide Prevent Teams From Creating Off-Brand Deliverables?

By embedding branded templates and formatting tools directly in Microsoft 365, where the work happens, you’ll enable teams to apply branding at the click of a button. No uncertainty, no inconsistency – it’s easier to be on-brand than off-brand.

Can Marketing Teams Build a Pitch Deck Template in PowerPoint?

Yes – our professional services team can work with you to create a pitch deck template and save it within PowerPoint. You can then build full pitch decks from scratch and distribute the template to your teams in PowerPoint for guaranteed efficiency and consistency.

Is UpSlide’s Content Enablement integrated into Microsoft Office?

Yes — it is a seamless add-in for Microsoft Word, PowerPoint and Excel, meaning users work within the tools they already use daily without switching platforms.

Can Non-Marketing Teams Use UpSlide Easily?

Yes. UpSlide integrates directly into Microsoft 365, so teams work within familiar tools while benefiting from automated formatting and brand control. UpSlide is primarily designed for financial services documents and workflows – meaning teams across the business find it highly intuitive to use.

Do Templates Come With PowerPoint Sections and Subsections?

Yes. UpSlide integrates directly into Microsoft 365, so teams work within familiar tools while benefiting from automated formatting and brand control. UpSlide is primarily designed for financial services documents and workflows – meaning teams across the business find it highly intuitive to use.