LINK TO EXCEL

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LINK TO EXCEL

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APPLIES TO: ALL CHARTS EXCEPT GANTT

Link to Excel is a feature that allows you to import data from Microsoft Excel™ into Mekko Graphics. This feature is used in the event where you have a fixed chart that points to a changing data source (for instance, a weekly sales report) which allows you to simply replace the data source and refresh your chart, rather than repeatedly copy and paste new data each time the chart needs an update. Once a link has been made, Mekko Graphics will remember the Excel range that was used so that future updates can be made.

You can define a selection in Microsoft Excel™ with a name, and link to that named range in Mekko Graphics.

STEPS TO LINK TO EXCEL

CREATING A RANGE IN MICROSOFT EXCEL™

1.In Microsoft Excel™, select the range you wish to name by highlighting the cells you wish to be included in the range.

2.Once highlighted in Excel, name the range

3.Ensure the spreadsheet has been saved at least once.

LINKING TO EXCEL

1.Launch Microsoft PowerPoint™ and activate the chart for which you wish to establish a link

2.From the Edit Chart toolbar, choose Link to Excel --> Link

3.The Link to Excel form will open.

4.To link to an existing named range, click the ... button and navigate to the location of the spreadsheet containing the named range.  Choose the first radio button Use an Existing Named Range. Select your desired named range from the drop down menu. The address of that range will appear in the Address field below. To create a new range, choose the radio button Create a New Named Range. Mekko Graphics will create a range on-the-fly based on the selection in Excel.  

5.The data from that named range will auto-populate your data view.

Advanced Tip - The Address field contains the worksheet name, which must be surrounded by single quotes if that name contains any spaces. For example, if the worksheet is named Sales Data, be sure to add single quotes around the address field name 'Sales Data'!$A$15:$I$19.

 

TO REMOVE A LINK TO EXCEL:

You may remove any established links to Microsoft Excel™ from Mekko Graphics. The Remove option is only enabled if there is already an established link.  It is not enabled if there is no link.  Removing a link simply removes the reference to Excel; it does not remove the data.  From the Edit Chart toolbar, choose Link to Excel --> Remove

You can also remove all Excel links in your chart through the Excel Link Manager.

 

REFRESH LINK TO EXCEL

Mekko Graphics allows you to manually refresh an established link to Excel. When you refresh your link, the data in Microsoft Excel™ will re-populate the referenced data table. Therefore, any changes to the data in your Excel range will be reflected in your data sheet. The Refresh option is only enabled if there is an established link. If there is no link, the Refresh button is disabled.

You can manually refresh linked data from the Excel spreadsheet.  The refresh can be for one chart or can be initiated for all charts in your slide deck through the Excel Link Manager. From the Edit Chart toolbar, choose Link to Excel --> Refresh. The linked data will be refreshed.

 

HOW TO OPEN A LINKED FILE

Mekko Graphics allows you to open the linked file in Microsoft Excel™. You can view the Microsoft Excel™ range and even make changes directly in Excel. When you refresh your link, any new data in Microsoft Excel™ will re-populate the referenced data table. From the Edit Chart toolbar, choose Link to Excel --> Open Linked File.

For more information about the ability to create linked charts directly from Excel or to set up automatic updates of charts based on linked data in Excel, please refer to our section detailing our Mekko Graphics Excel Add-In.