XML with PDF fill

Excel to PowerPoint Automation - Generate PPTX and PDF


Excel to PowerPoint automation is a useful tool for businesses that need to quickly create professional-looking presentations from their data. This type of software allows users to easily populate their Excel spreadsheets into PowerPoint templates, saving time and effort. With this automation, users can quickly create dynamic presentations with up-to-date data without having to manually transfer the information from one program to another. Excel to PowerPoint automation software also helps reduce errors and ensure accuracy in the presentation's content.

It can be used for a variety of tasks such as creating proposals, financial projections, budget reports, and visualizations.

Automating Excel to PowerPoint is necessary when your presentations require the population of a large amount of Excel sheets to create charts and graphs, and formatting of text and tables in the slides.  Later in this article, we will explore several common methods to achieve this goal.

How do you Automate Excel into PowerPoint

There are many ways to automate Excel to PowerPoint. Using VBA macros is a more popular way. However, using VBA is quite an arduous task. It requires knowledge of both VBA as well as Powerpoint and its API to develop automation.

  1. Macros are embedded in the files, and hence there is an added security risk, especially when working with external files that aren't always screened.
  2. Non-technical people on your team will struggle to get it to work for them, making the entire process of automating Excel to PowerPoint more complex.
  3. Macros have to be manually edited in case of any data movement, thus making it imperative you set the correct instructions and access rights for people using them. It can be critical in case of sensitive or confidential documents.

Why EDocGen

It is a DIY document generation software for automating PowerPoint generation from Excel data. Business users can use existing templates and Excel files as-is without any modifications. With EodGen, one doesn't require any knowledge of VBA or the Powerpoint API. All you need is basic knowledge of Excel and the Powerpoint.

How EDocGen Automates Excel to PowerPoint

EDocGen allows you to create PowerPoint slides from Excel data in a few steps. Before generation, add your existing template to the central repository of the system, after adding dynamic field tags. It would keep the destination theme and create title slides and individual slides exactly as in the template.

The system auto-populates the dynamic text, images, tables fields in the template with Excel data.

Text: In your PowerPoint template, add {tagName} for the dynamic text field, which would be filled with Excel data. It's best to keep the tag name consistent with the Excel heading.

Images: Similarly, add {%imageTagName} wherever you need Excel data to populate images in the template. You can populate images that are uploaded into the system or have image URLs in Excel data. 

Tables: {#tablename} is the tag for adding tables. The table columns automatically get populated with Excel data.

Step 1: Excel File Population

Use the Generate Button from the document template to upload your Excel file. Select and drop the Excel file, containing the data. Thereon the system provides the option to choose the respective sheet from which you wish to populate the data and its orientation. Because the system gives you the flexibility to select the vertical or horizontal orientation, it's easy to adapt to your individual choice anytime.

Excel population

Step 2: Map Fields

Once you have selected the orientation, then the system auto-maps Excel headers to PowerPoint dynamic fields, if the names match. Otherwise, you can manually map them.

Step 3: PPTX Document Generation

Select PPTX/PDF as the output and click generate button. In the case of bulk files, you'll get the result in a zip format. Unzip all files to get access to PPTX files.

Unique Features

  1. It is an API-first product. You can integrate your databases to create PPTX documents in bulk.
  2. One of the fastest systems for PPTX generation in bulk.
  3. Not only do you generate but share it with others through email, SharePoint, and OneDrive.
  4. Single-sign-on from Microsoft AD.


It is an API-first product and easily integrates with your other systems and processes. Also, it has multiple out-of-box integrations with email, cloud storage, and e-Sign providers. It's quick to set up and get going. Users also have the option to generate in PDF file format.

If you are looking for Excel to PowerPoint automation, then go for a software tool like EDocGen that not only ticks all the boxes when it comes to the benefits of automating but is an equally comprehensive tool with functions that saves time, reduce cost, and builds on excellent user experience.

Book a demo to see how it works.

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