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How to Create Chart-Driving Data Tables in Excel?

How to Create Chart-Driving Data Tables in Excel?

To power your PowerPoint charts with dynamic, structured data, you'll first need to create Chart-Driving Tables in Excel using the Chartrics Add-in. These tables define the data that each chart in your presentation will visualize.
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Sign In and Save Your Workbook

Before creating tables, ensure your workbook is connected to Chartrics Cloud:
Open your Excel workbook and go to the Chartrics tab
Sign in using your Chartrics Cloud credentials (if not already signed in)
Click Save in the Chartrics ribbon
Choose the relevant Project – the same one where your PowerPoint file has already been saved
Click Save to upload your workbook to Chartrics Cloud
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Create Chart-Driving Tables Using Quick Add

Once your workbook is saved, you can define the data tables that will feed into PowerPoint charts:
Select the data you want to visualize – either: a range of rows, or a specific set of cells
Click the Quick Add button in the Chartrics ribbon
In the prompt, give your new table a descriptive Name (e.g., "QBR_Pipeline_Metrics")
Repeat the steps above for each data table you plan to link to charts in PowerPoint
Save

Save Tables to Make Them Available in PowerPoint

Once all necessary tables have been created:
Click Save again in the Chartrics ribbon to upload your latest workbook version, including the newly added tables
Warning

Important: If you don't press Save after creating tables, they will not appear in the Chart Maker in PowerPoint.

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