deck-refresh

To update financial figures in an existing presentation without rebuilding slides, you can use an approval-gated plan to map old values to new values across tables, footnotes, and chart data while preserving existing formatting. This method applies to quarterly refreshes and comp rolls.

Yes, you can refresh chart data in a financial deck without losing formatting. The process updates the underlying chart data rather than just labels, matching the deck's existing number style, which preserves the original visual layout during an earnings update.

The best way to safely roll forward quarterly numbers in a financial deck is to generate an approval-gated change plan first. This builds a complete before-you-edit map of replacements and flags potentially derived items like growth rates so you can approve safely before any edits occur.

Yes, deck-refresh works in both PowerPoint add-in and chat edit environments. It is environment-aware, meaning it can edit live in an add-in or regenerate only affected slides in a chat interface, always applying the smallest possible changes to update figures.

To locate every occurrence of an old financial value during a comp roll, the system builds a full change plan that scans for old values across tables, chart data, axis labels, footnotes, and embedded text, ensuring every instance is mapped for replacement.

You should flag derived metrics like growth rates and share percentages during a presentation refresh before editing. The approval-gated plan automatically identifies these second-order items so you can review and approve them safely alongside the primary quarterly numbers.