deck-refresh

Replace outdated financial numbers in PowerPoint decks with approval-gated edits.

Updated May 27, 2026

Search Tags:#financial modeling #ppt #approval workflow #data accuracy #deck refresh #chart updating #table edits

Ready to run

npx skills add https://github.com/cwstedctw/financial-services-tw --skill deck-refresh-cwstedctw

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deck-refresh
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/deck-refresh
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill deck-refresh-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

你已經準備好一份簡報，但每季財報或同業比較的數字變了，必須把整份簡報中的舊數字換成新數字，同時避免格式被破壞、圖表顯示與文字敘述不一致。

Core Features & Use Cases

四階段安全更新流程：先釐清數字替換對照，再全面掃描所有可能出現舊值的位置，接著把完整變更清單與疑似衍生欄位（如 YoY、占比）先讓你審核，最後再執行。
覆蓋所有數字藏匿處：會處理文字框、表格格子、圖表資料標籤與座標、圖表的底層資料來源、註腳/小字、以及必要時的投影片講稿。
最小化編輯與驗證：在 PowerPoint 加入程式或聊天情境下，採取最小必要改動並保留原本字體/樣式狀態，更新圖表時會更新資料而非只改標籤；完成後會回報變更項目並做視覺檢查。

Quick Start

Ask the skill to update your deck by replacing the old revenue and EBITDA values with the new ones you provide, and then present the full change plan for approval before it edits anything.

Frequently Asked Questions about deck-refresh

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I update financial numbers in an existing PowerPoint without breaking formatting?▼

To update financial numbers in an existing PowerPoint without breaking formatting, this Skill replaces outdated values with new ones while preserving original styles, fonts, and chart structures across text, tables, and charts.

How to refresh chart data and table values in a presentation deck?▼

Refreshing chart data and table values involves collecting an explicit old-to-new mapping, scanning all locations including chart-source numbers and footnotes, presenting an approval-gated change plan, and then executing minimal verified edits.

Does updating PowerPoint charts require modifying the underlying data source?▼

Updating PowerPoint charts requires modifying the underlying data source rather than just changing labels, ensuring chart displays and text narratives remain consistent while applying minimal necessary edits.

What is the best way to handle quarterly roll-forward updates for financial presentations?▼

The best way to handle quarterly roll-forward updates for financial presentations is to enumerate every instance of old values including embedded numbers, generate a complete change list for approval, and then execute edits with visual verification.

Can I review changes before the Skill edits my presentation deck?▼

Yes, you can review changes before the Skill edits your presentation deck because the workflow uses an approval-gated change plan, presenting the full list of updates and suspected derived fields like YoY for your review before any edits occur.

Why do my presentation deck numbers show inconsistencies after a manual financial data refresh?▼

Presentation deck numbers show inconsistencies after a manual financial data refresh because manually editing labels without updating chart data sources leaves embedded numbers, footnotes, and derived fields like YoY out of sync with the main text.