Creating Mekko Graphics Charts from MS Excel

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Creating Mekko Graphics Charts from MS Excel

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Mekko Graphics allows you to create charts both in PowerPoint and Excel directly from Microsoft Excel via a Mekko Graphics Add-In in Microsoft Excel. When you create a chart from an Excel range, a link is created between that data range and the Mekko Graphics chart.

For information on creating PowerPoint tables from Excel ranges, click here.

 

Creating a Mekko Graphics Chart from Excel into PowerPoint

1.Select a valid range in Excel workbook.

2.From the Mekko Graphics menu in Excel, select the icon Chart In PowerPoint

3.Choose your desired Mekko Graphics chart type to be inserted in a Power Point slide from the Mekko Graphics menu in Excel.

4.Switch to PowerPoint, choose an existing slide or create a new slide and click once to insert a chart.

The Mekko Graphics chart will insert in PowerPoint and a link will be established between the Excel range and the chart. This allows you to ensure your chart is consistent with the latest data in that Excel range. You can choose to have the chart update automatically whenever the data in the Excel range changes, or choose to refresh the chart manually whenever you wish to update the chart.

After establishing a link between Excel range and a Mekko Graphics chart in PowerPoint, both Excel and PowerPoint files continue to be independent files. This means, you can edit, move, or rename the files. The links will be reestablished as soon as the Excel and PowerPoint files are opened at the same time. To store the information about the reestablished link the files should be saved.

Creating a Mekko Graphics Chart from Excel into Excel

1.Select a valid range in Excel workbook.

2.From the Mekko Graphics menu in Excel, select the icon Chart In Excel

3.Choose your desired Mekko Graphics chart type from the Mekko Graphics menu in Excel.

Changing any data in the Excel range will automatically update the chart.

 

Using Excel Ranges and the Name Manager

The Mekko Graphics ribbon in Excel includes three groups: Insert Mekko Graphics charts, Chart Data and Resources.

The Name Manager belongs to Chart Data group and is the standard Excel Name Manager. There is also a drop-down box that only shows Mekko Graphics ranges. When a Mekko Graphics chart is created from Excel, the unique range name is also created in the Name Manager:”zzMG_Chart##”.  The Name Manager in Excel gives you control over all the ranges in your spreadsheet and allows you to create new, edit existing, or delete ranges in Excel. A filter provides the ability to view desired subsets of the ranges.

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Managing your Linked Charts

Mekko Graphics helps you determine the condition of charts that are linked to Excel in several ways. When you double click on a chart with an established Excel Link, the chart will have a colored frame. The frame is green when data in a chart is in sync with data in the corresponding Excel range. The frame is red when data is out of sync with data in the corresponding Excel range. And if data is out of sync, you will also see a red flag upon a single click of the chart.

When that data in Excel changes, you can either update the charts by initiating the update, or have Mekko Graphics do the update automatically.  To manage your charts, use the Excel Link Manager.

Excel Link Manager

The Excel Link Manager provides important information on all the linked charts in your presentation, including the file path, the name of the linked file, the address of the range, and the status of the link, including the last known date when the range was modified, and provides the ability to update any chart or all charts in your presentation through a single mouse click.

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There are 3 possible states of a chart linked to Excel:  

1.Synced

2.Out of sync.  
If the file is out of sync, the reason will be either due to data change in Mekko Graphics (Mekko Graphics icon), Excel (MS Excel icon) or both

3.Unknown (if Excel file with corresponding range is closed or cannot be found)

You can refresh  a link for a specific chart by clicking the Refresh Excel Data button for that row.

Update Linked Charts updates chart’s data from excel ranges for all existing links in Power Point presentation for opened and closed excel files.  

The Refresh List button to refresh the rows to the latest status.

Included in the Excel Link Manager is an Auto checkbox (for Auto Update).  The Auto checkbox indicates whether or not the chart should update automatically as soon as changes in the linked data are detected. By default this is off, but you can turn this feature on for any linked chart.  If Auto Update is set for the chart, then the user cannot edit data in the Mekko Graphics spreadsheet. Change detection works only while both files, Excel and PowerPoint, are open at the same time.

If you wish to remove an Excel link, double click the chart, and from the Link to Excel menu, choose Remove. From that point, the chart only uses the data in the Mekko internal data sheet unless you reestablish a link.

For more information on the Link to Excel function please see Link to Excel.