According to Gartner, CFOs rank improving metrics, insights and storytelling as a top priority in 2025. As a result, you find yourself spending a lot of time on updating visuals and modifying presentations. And we have all been there: you have yet to make another presentation for your CFO this month, making sure that you include all the new and updated data. You start refreshing your metrics in Excel, taking screenshots and copy-pasting them into the PowerPoint presentation. 3 hours before the presentation, however, you are told that some numbers have changed once more, and you have to start updating visuals all over again...
Vena Solutions, the complete planning platform that natively integrates with Excel and is loved by finance, welcomes your new favourite partner for building presentations to stage: Vena for PowerPoint. This feature brings together the robust data modelling and planning capabilities of the Vena platform with the familiar and widely used Microsoft PowerPoint environment. By integrating these tools, Vena is empowering organizations to present their data with greater accuracy, efficiency, and professionalism.
Vena for Microsoft PowerPoint enables users to seamlessly integrate data-driven visuals—such as tables, charts, and graphs—directly into pre-defined and pre-formatted PowerPoint templates. This integration is designed to streamline the process of creating professional presentations by eliminating the need for manual copy-pasting of screenshots or static visuals.
One of the most significant advantages of this feature is its live connection to the Vena data model. This means that any data inserted into a PowerPoint presentation remains dynamically linked to the source data within Vena. As a result, users can be confident that the information they are presenting is always accurate and up to date.
This feature is ideal for finance teams, business analysts, and executives who regularly present performance metrics, forecasts, and strategic plans. By leveraging the power of Vena’s integrated platform, users can ensure that their presentations reflect real-time data insights, enhancing both credibility and efficiency.
How It Works
Vena for PowerPoint is ideal for a range of business scenarios, including monthly financial reviews, executive dashboards, strategic planning presentations, and board meeting reports. It ensures that each of these critical communications is not only visually compelling but also rooted in accurate and current data.
For example, a finance team preparing a quarterly earnings report can use Vena for PowerPoint to embed real-time P&L summaries, balance sheets, and performance metrics into their presentation. To do this, we can link existing Vena templates to the PowerPoint presentation and gain access. This will allow us to insert any existing tables, charts or other visualizations from this template into our presentation.
When final numbers are approved in the Vena workbook, a simple refresh will update all linked slides, significantly reducing turnaround time and improving confidence in the data. We can even enable users to make selections in the Choose Box, allowing them to filter the data based on their selections, for example, for the Year or the Department.
Key Benefits
The Vena for PowerPoint integration provides several compelling advantages for business users, financial analysts, and decision-makers.
First of all, users can stay within the Microsoft ecosystem, moving easily between Excel, PowerPoint, and Vena without having to learn new interfaces or tools.
Secondly, we have highly improved data accuracy because the connection to Vena’s data model remains intact. There is no risk of using outdated or static data in presentations.
Additionally, we can leverage the formatting of your predefined PowerPoint templates, ensuring your reports are visually consistent and professionally presented.
Moreover, the tedious process of updating visuals manually before every meeting or board review is eliminated, saving hours of repetitive work.
Finally, we enable users to have real-time insights. With the ability to refresh data directly from Vena, stakeholders are always presented with the most current insights available.
Conclusion
With Vena for Microsoft PowerPoint, data presentation becomes smarter, faster, and more reliable. This integration reflects Vena’s ongoing commitment to streamline financial planning and reporting workflows while enhancing the tools organizations already use every day. Additionally, Vena for PowerPoint is part of Vena’s broader commitment to integrating with Microsoft 365 tools, making it easier for users to work within familiar environments while benefiting from advanced data management capabilities.
Interested in seeing how Vena Solutions can accelerate your financial processes? Contact us today to schedule a free demo!
Or are you ready to test-drive Vena yourself to explore the full power and capabilities of the platform? Our ad-hoc Vena Interactive workshop is the ideal way to learn by yourself how Vena can bring value to your planning and reporting challenges. Start here: Empower Your Management Reporting with Vena for Excel (Interactive Workshop).
Read more about the general concepts of Vena:
Specific features of Vena:
- Introducing Vena for Microsoft PowerPoint
- Vena Copilot: Revolutionizing Finance with Agentic AI
- Enhancing Business Efficiency with Vena Solutions' Hybrid and Standalone Templates
Our pre-configured starter kits with Vena:
