A recurring sales review
Use the built-in workbook and template to watch text, tables, charts, and pictures update. The basic GitHub example includes generators for the workbook, deck, and configuration.
Basic example files ↗
See your Excel values find their place in PowerPoint. Then review every update before you send.
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Preview the result, inspect changes, then download.
Add your files above, or explore the sales sample to see each value land.
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Use the built-in workbook and template to watch text, tables, charts, and pictures update. The basic GitHub example includes generators for the workbook, deck, and configuration.
Follow 42 values from a valuation workbook into a client deck, including assumptions, tables, charts, and eleven data-quality checks.
Full walkthrough ↗Keep the figures you report in a consistent workbook structure. For this sales example, the sheet is named Summary: B1 contains the reporting date, B2 the revenue, B3 the growth rate, and B4 the top region.
Make a copy of your existing PowerPoint deck. In that copy, replace each changing figure with a token that points to the corresponding cell. You only do this setup once; keep this marked-up copy as your template.
Revenue reached {{Summary!B2|$#,##0}}
Growth: {{Summary!B3|0.0%}}
Reporting period: {{Summary!B1|date:mmm yyyy}}After refreshing with September dataRevenue reached $1,347,905The part before | identifies the cell. The part after it formats the result. You can also reference an Excel named range, such as {{TotalRevenue}}. Tokens split across text formatting runs still resolve; the replacement inherits the first character's formatting.
For these objects, use a shape name instead of typing a token. Open PowerPoint → Home → Select → Selection Pane, select the object, and rename it with the directive below.
table:Regions!A1:D5chart:Regions!A1:D5;orient=rows to switch orientation. The displayed chart cache updates; the embedded worksheet behind PowerPoint's “Edit Data” keeps its original values.picture:Regions!A1:D5.pptx files to the template area.For batch output names, your workbook can include a Decks sheet with Template, Output, and Skip columns. Tokens on a slide layout or master resolve once and appear on slides that inherit them.
The slide preview shows how the figures land in the template's shape geometry. Each action is logged with its source reference so you can trace what changed.
deck-updater-qc.csv.Download the updated PowerPoint deck after checking the results. Keep the original template for the next reporting period; swap in the next workbook and repeat.
PDF export is a read-only circulation copy. It uses the preview, which simplifies template fonts, theme colors, and effects. Updated charts appear as signed bar charts regardless of their original chart type; charts without directives appear as labeled outlines. For exact styling, open the finished deck in PowerPoint.
Your GitHub example pairs Lynch_Buffett_Stock_Evaluation.xlsx with Investment_View_Template.pptx. Forty-two values feed six slides:
For example, {{03_Output_Decision!B12}} reads the recommendation, and table:03_Output_Decision!A5:B15;header=0 fills the decision table. The model's blocking flags force REVIEW and withhold unsupported fair-value outputs. These checks come from the workbook; Deck Updater transfers their results.
The idea is to stop rebuilding the same deck. Mark up the one you already remake every month, once. After that it is a template, and a new period costs you a workbook and a few seconds.
Open the deck you rebuild every period. Replace each figure with the cell it comes from. That copy is now your template; keep it and never edit it again.
Drop the template with this period's workbook. Every marked figure, table and chart refills. The template itself is never touched.
Each change is listed with the cell it came from, and the saved file is read back to confirm it really says that.
The template never changes. Each period brings a new workbook, and the format after the | is yours: month and year, a full date, whatever the slide needs.
| To update | Do this |
|---|---|
| A number or word in text | Type {{Sheet!B2}} on the slide |
| A table | Name the table table:Sheet!A1:D5 |
| A chart | Name the chart chart:Sheet!A1:D5 |
| A picture of a range | Name the picture picture:Sheet!A1:D5 |
Shapes are renamed in PowerPoint under Home → Select → Selection Pane.
| {{Summary!B3|0.0%}} | Your own number format. #,##0, $#,##0.00 and #,##0;(#,##0) all work. |
| {{Summary!B1|date:MMM yyyy}} | A date in the pattern you choose. |
| {{TotalRevenue}} | A named range; survives rows being inserted above. |
| 'Q3 Data'!A1:D12 | Quotes are needed only when the sheet name has spaces. |
Mark the slide layout or the slide master instead of a slide, and the value is written once but appears on every slide that uses it: a reporting date, a data-as-of stamp, a classification line.
Drop every template in the pack and each gets its own tab. To name the outputs from the workbook, add a sheet called Decks or Setup:
| Template | Output | Skip |
|---|---|---|
| board-pack.pptx | Board pack Aug 2026.pptx | |
| regional.pptx | Region review.pptx | Y |
Drop a second workbook to pull from both: prefix with its file name, as {{budget:Summary!B2}}.
Every run is read back: the finished .pptx is re-opened and each logged value checked against what the file actually says. Drop a log you have signed off into the third box to also compare runs: a value that moved shows as CHANGED, a token that stopped resolving or a shape that was renamed as MISSING or MISMATCH.
| PowerPoint | The refreshed deck. Several templates give you a zip. |
| Built from the preview: right values and layout, not your fonts or theme colours. | |
| Log (CSV) | Every value written and every reference that failed. Keep one as next month's baseline. |
| QC report (CSV) | The read-back and baseline findings. |
| Token still shows | The reference didn't resolve; the panel names the sheet it couldn't find. |
| Table or chart unchanged | The directive goes in the shape name, not the text on it. |
| Old numbers | Save the workbook in Excel first; cached results are read, not recalculated. |