Overview
Step-by-step guides for day-to-day use of the Navifia Excel and PowerPoint add-ins.
How to use this manual: start with Getting started if you are installing for the first time. Then use the ribbon maps below to find a group, and open that chapter. Button names match what you see on the Navifia ribbon.
New install? → Getting started · Compatibility · IT deployment
Chapter list
Getting started
Cross-app features
Excel — ribbon groups
PowerPoint — ribbon groups
| Chapter |
Ribbon group |
| Layouts |
Layouts |
| Elements |
Elements (branded assets) |
| Visual indicators |
Elements — Stars, RAG, Trend, Pointer, Harvey ball, Gauge, Mini chart |
| Stamps, Redact & Transparency |
Tools — Stamps, Redact, Transparency |
| Arrange |
Arrange |
| Check |
Tools — Check period / numbers / fonts |
| Send & Finalize |
Tools — Send slides, Finalize deck |
| Keyboard shortcuts |
Config — Configure shortcuts |
| Configure |
Config — templates, Import/Export |
Excel ribbon map
Both apps show a Navifia tab after install. Activate once via License in either app. For Sync, Excel and PowerPoint must both be running.
Sync with PowerPoint
| Control |
What it does |
Default shortcut |
| Export to PPT (split) |
Sends the selection into the active PowerPoint deck |
Ctrl+Shift+E (picture) |
| Push updates |
Refreshes linked shapes in all open decks from this workbook |
Ctrl+Shift+P |
| Connect |
Status report of open decks / Export target |
— |
| Quick sizing (split) |
Half / two-thirds / full page column widths |
— |
Full guide: Excel · Sync with PowerPoint.
Threads
| Control |
What it does |
Default shortcut |
| Threads |
Opens the Threads task pane |
Ctrl+Shift+T |
Full guide: Threads.
Editor · Workbook · Formula audit · Config
PowerPoint ribbon map
Excel sync
| Control |
What it does |
Default shortcut |
| Insert from Excel (split) |
Inserts the current Excel selection as a linked shape |
Ctrl+Shift+I |
| Update (split) |
Refreshes the selected linked shape (or all links) |
Ctrl+Shift+U |
| Excel Links |
Inventory, bulk update, Break Links, repair / locate |
Ctrl+Shift+E |
| Go to source / View source |
Jump to Excel range / read-only source popup |
— |
| Threads |
Open review threads from linked Excel workbooks (message previews) |
— |
Full guide: PowerPoint · Excel Sync.
Which side for Sync?
| You are… |
Do this |
| Building the deck in PowerPoint |
Select in Excel → Insert from Excel in PowerPoint |
| Owning the model in Excel |
Export to PPT, then Push updates when assumptions change |
| Unsure which open deck Export will hit |
Connect in Excel, then click into the right deck in PowerPoint |
Layouts · Elements · Arrange · Tools
Support: support@navifia.com.
← IT deployment · Next: Excel · Sync with PowerPoint →