Office Design for PPT DOC and XLS Integration

Posted on 2011-04-26
Last Modified: 2012-05-11
I'm looking for guidence on taking an Excel Spreadsheet that is designed to "collect data" in a client engagement and auto populating a Word Doc. and a Powerpoint  presentation.  I do not know if I should try to use "smart tags", put the three elements in the same folder on the desktop with a consistent "path" (multiple people will use this capability on different PCs)....... so I'm at the design phase of this project and wanted to reach out to EE to get some ideas on how to approach this.

In summary, information driven from Excel, will generate graphics and data for a presentation (Powerpoint) and a Executive Summary (Word).  I'm looking for design points.

Much thanks,

Question by:Bright01
    LVL 30

    Accepted Solution


    I would suggest keeping the Word template, PP template plus the Excel file in the same folder. This way you don't have to hardcode the path. You could always refer to the path as Activeworkbook.Path.

    Populating PPT and Doc is not a problem. If you can share all the three files then I can give you the exact code :)

    LVL 19

    Assisted Solution

    In general, you should first be designing the graphic and data in excel. When you have the charts, tables, summaries and such availabe, then you can export these in powerpoint and word documents.

    This can be automated using VBA macro's, with which EE can assist you.
    As Sid indicated to be able to effectively guide you in the right direction, it would be best if you have powerpoint and word templates available.
    LVL 24

    Assisted Solution

    And since you're using Office 2010, you can leverage themes. This gives you access to the same fonts, colors and effects in Word, Excel and PPT, so that when you put the charts into PPT (whether manually or via VBA), they don't change colors because they're built on the same chassis to begin with.

    Here's a broad overview of that:

    Author Closing Comment

    I will be posting a related question with sample files.  Thanks for getting me started.

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