Copying Spotlight Formulas to PowerPoint using Copy Formulas
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Copying Spotlight Formulas to PowerPoint using Copy Formulas

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Article summary

  1. Begin by opening and running the View or Report in SpotlightXL containing the data you want to copy to PowerPoint. Views are run from the Analyze menu. Reports are run from the Report menu.

  2. Highlight the portion of the View or Report that you want to copy to PowerPoint.

  3. Click the More menu, then Copy Formulas.

    Note:
    Spotlight uses the power of user-defined functions to connect Excel, PowerPoint, and Word to Dynamic Planning. All data and metadata from Dynamic Planning are represented in formulas, just as they are with Excel-based Reporting.

  4. Open PowerPoint and select the slide that you want to paste the data into.

  5. On the SpotlightPPT ribbon, click Paste Formulas.

    The formulas are pasted in and are grouped together as an object. Select, move, and resize the object however you want it on the slide.

  6. On the SpotlightPPT ribbon, click Refresh. The #REFRESH data cells are then filled in.

    If you have multiple slides with data from Dynamic Planning, you can use Refresh All Open Reports to refresh all slides at once. This is similar to how reports are refreshed in Excel-based Reports.


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