Connect your Cube-powered workbooks to your slide decks to update your financial reporting package automatically.
See it in action:
Create your template
While saving your report as a template isn't a required step, it does make quarterly or monthly reporting more straightforward and faster because you won't need to recreate the spreadsheet. Learn how to build and save templates with Cube, or check out our library of templates for inspiration.
You can skip this step if you aren't doing routine reporting with this slide deck. Instead, explore how to build ad hoc reports with Cube.
Google Sheets + Slides + Cube
Prepare your workbook.
Open the Cube spreadsheet add-on in Google Sheets and prepare the data you'll include in your reporting.
- If you are using a saved template, click Open under the Build section and select the template name.
- If you aren't using a saved template, ensure the rows and columns reference the Cube dimensions you need or build a new range.
Consider building visualizations to support your data right in your workbook. With a single click, you can fetch the data to multiple charts and refresh everything quickly.
Then click Fetch Data to populate your workbook with current data from Cube.
Connect your workbook to your deck
Link this Sheet to Google Slides by copying and pasting the spreadsheet or chart into your slide. Select Link to spreadsheet to easily update this slide the next time you open your deck.
Microsoft Excel + PowerPoint + Cube
Prepare your workbook.
Open the Cube spreadsheet add-on in Microsoft Excel and prepare the data you'll include in your reporting.
- If you are using a saved template, click Open under the Build section and select the template name.
- If you aren't using a saved template, ensure the rows and columns reference the Cube dimensions you need or build a new range.
Consider building visualizations to support your data right in your workbook. With a single click, you can fetch the data to multiple charts and refresh everything quickly.
Then click Fetch Data to populate your workbook with current data from Cube.
Connect your workbook to your deck
Link this Excel file to PowerPoint by copying and pasting the spreadsheet or chart into your slide.
Paste chart
Charts can be linked back to Excel files on either PCs or Macs. Copy your chart from your Excel file and paste your chart on the PowerPoint slide.
Open the clipboard in the lower right corner and select Chart (lined to Excel data) to easily update this slide the next time you open your deck.
Paste sheet or table
To insert a connected portion of your sheet into PowerPoint while on a PC device, copy the range from Excel you want to connect and open the Paste Special menu in PowerPoint.
Confirm that the source file matches your copied range. Then, select Paste Link and Microsoft Excel Chart Object and press OK.
Now your selected cells will be updated in your PowerPoint when they are updated in your Excel file.
Please note that Microsoft does not currently support connected Excel and PowerPoint files on Mac devices.
Routinely update data
Next time you need to report, you can open your connected spreadsheet and fetch new data to update your slides. Now, you'll quickly have access to the latest data in your reporting package to guarantee accuracy.
Want to take it one step further and update your slides in a single click? Fetch to all ranges in your workbook at the same time.