Export and Refresh Data with UpSlide's Power BI to PowerPoint Link
Save Time Building Reports
Speed up report creation and revision with intuitive automation tools.
Ensure Data Accuracy
Reduce the risk of human error by refreshing hundreds of data points in one click.
Improve Overall Quality
Free up time to focus on enhancing report analysis and ensuring
brand consistency.
How Financial Services Link Power BI
to PowerPoint
- Investment Banking
- Advisory
- Asset Management
- Private Equity
- Financial Reporting
Refreshing Pitchbook Data
Investment banks frequently export Power BI to PowerPoint for flexible updates to their pitchbooks and proposals.
Building Effective Due Diligence Reports
Advisory firms export Power BI to PowerPoint for due diligence reports, mostly operational cost tables, income statements, expenses.
They adjust slicer values within PowerPoint to show data from different countries or time frames.
Refreshing Data in Portfolio Reports
Asset Management firms export Power BI to PowerPoint to streamline their reporting workflows, updating and refreshing data for different time periods or clients within their portfolio reports.
Embedding Fund Data Into Reports Easier
Private Equity firms are exporting key fund data from Power BI directly to PowerPoint and Word.
They can update thousands of linked data points in seconds, without ever leaving your document.
Making Recurring Reports Faster
The reporting team in global corporations use the Power BI Link with their monthly, recurring reports.
They conduct the entire data retrieval, transformation, and extraction process via UpSlide’s Power BI add in for PowerPoint.
UpSlide’s Power BI to PowerPoint Link boosts our data reliability, the quality of our analysis and our overall work satisfaction.
David Doucet, Scrum Master – Procurement BI, Thales
To be able to import Power BI graphs and charts into PowerPoint is simply life-changing! All the formatting and writing can be done in PowerPoint, it really saves me a lot of time.
Julien Hornac, Financial Controller, Finexsi
UpSlide streamlines our report creation processes, eliminating some of the manual tasks and saving each valuer upwards of 30 hours per month.
Tim Miles, National Director, Cushman & Wakefield
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Frequently Asked Questions
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