Attach a Workbook

Attach a workbook to your presentation so you can use workbook data in PowerPoint. After you attach the workbook, you can configure settings and populate tables, charts, and shapes.

1. Create a new presentation or open an existing presentation in PowerPoint.
2. Open the OfficeReports ribbon tab.
3. Click Attach Workbook.
4. Select the Excel workbook that contains the data you want to visualize.

After you attach the workbook, you can configure the settings and populate tables, charts, and shapes with data from the workbook. You can also use the other features available on the ribbon tab.

Note: OfficeReports copies the selected workbook to the same folder as the presentation and gives it the same name as the presentation. If another OfficeReports user needs to work on the presentation and does not have access to this folder, send both the presentation and the workbook.

Detach Workbook

Detach the workbook when you have finished creating the presentation and want to remove the hidden information that OfficeReports added to the presentation.

Only detach the workbook when you send the presentation to someone who has OfficeReports installed but should not be able to work with the presentation. After you detach the workbook, all information about which ranges are linked to which tables, charts, and shapes is lost.

Note: If you need to create the report again for another period, brand, or audience, keep a copy of the files where the presentation is still attached to the workbook. This lets you continue using OfficeReports with those files.