Excel and PowerPoint: Creating High-Impact Financial Presentations

Learn to create information-rich, visually compelling PowerPoint presentations driven by Excel data.

Introduction

• Creating compelling finance presentations
• What to know before starting

1. Presenting Financial Data

• How financial and nonfinancial data differs in Excel
• Communicating finance concepts to your audience
• Tools for preparing and presenting financial data
• Choosing between Excel and PowerPoint for presentations
• Choosing a chart or a table
• Selecting the right chart to communicate your message

2. Cleaning Up Excel Data for Finance Presentations

• Charting with tables
• Summarizing data with PivotTables
• Charting with Pivots
• Cleaning up data with Power Query
• Manipulating data with unpivot in Power Query

3. Dynamic Charting with Formulas and Pivots

• Building charts based on formulas vs. PivotCharts
• Making charts dynamic with dynamic arrays and named ranges
• Slicing and filtering data for presentations
• Deciding between formulas and PivotCharts

4. Building Excel Charts for Presentations

• Comparing data with a combo chart on two axes
• Show changes over time with a waterfall chart
• Tracking progress with a Gantt chart
• Showing data distribution with a histogram
• Displaying model sensitivities with a tornado chart

5. Crafting Graphics for Presentations

• Illustrating trends with sparklines
• Mapping geospatial data
• Adding images and icons in Excel
• Adding emojis in Excel

6. Communicate Your Message with Conditional Formatting

• Adding meaning to tables with color scales
• Finding and drawing attention to anomalies
• Giving numbers meaning with data bars
• Creating a heatmap with color scales
• Creating an actual vs. budget variance report

7. Getting Excel Content into PowerPoint

• Applying Office themes in PowerPoint
• Options for copying and pasting from Excel
• Linking and embedding visuals from Excel
• Creating charts and tables natively in PowerPoint
• Adding a Power BI report into PowerPoint

8. Finalizing Your PowerPoint Presentation

• Pasting Excel content into PowerPoint
• Using the PowerPoint Designer
• Animating a chart
• Animating a table
• Sharing your finalized presentation

Conclusion

• Next steps