Copying Data Between Excel, Word, and PowerPoint

In Smart View, you can copy data from Excel and paste it into Word or PowerPoint. The data you copy and paste is dynamic between Office applications. You can copy and paste data from:

The data points retain their original Excel-based query information, enabling you to perform data analysis. Word and PowerPoint can contain data points from multiple data sources, such as Essbase, Financial Management, and Hyperion Enterprise within one document.

Notes

  To copy and paste data from Excel, Word, or PowerPoint to Word or PowerPoint:

  1. Select a data cell or range (may or may not include members).

  2. From the Smart View ribbon, select Copy.

  3. Open a Word or PowerPoint document.

  4. When asked if you want to create a connection, click Yes.

  5. From the Smart View ribbon, select Paste.

  6. Refresh.

    Note:

    If you paste data into a Word document and save it in a different format such as .htm or .mht, you cannot refresh the data in these other formats.

  7. Optional: To change the POV in Word or PowerPoint after you paste the data, click Manage POV and follow the procedure in Selecting Members for the Default POV.

Retrieving Spreadsheets From Which Data Points Were Copied

  To retrieve the Excel spreadsheets from which data points were copied:

  1. In a Word or PowerPoint document into which Excel data points were pasted, select a data cell.

  2. From the data source ribbon, select Visualize in Excel.

  3. If asked to log on the data source, enter the user name and password.

    Excel displays the spreadsheet associated with the data cells. You can perform ad hoc analysis on the data.