RE: Graphics in Business Plan Pro


Question:
How do I create a chart in Excel that I can then import into Business Plan Pro?

Answer:
Thanks for asking a question whose answer will be useful to others as well.

Business Plan Pro can import graphic files using the text editor and either the Import menu on the top menu line or the graphic icon in the text editor toolbar. Business Plan Pro isn't a graphic editor, so although it can import graphics, it doesn't edit them. They need to be cut and sized appropriately before they are imported.

Unfortunately, Excel doesn't create graphics files. It should but it doesn't. So if Excel doesn't create them, Business Plan Pro has nothing to import.

Happily, if you have both Excel and PowerPoint -- which most people do, because it's Microsoft Office, there is a fairly easy shortcut that I use that works well enough:

  1. In Excel, while looking at the chart you want to transfer, hold down your Shift key and access the Edit menu. The "Copy" command changes to "Copy Picture." Excecute the Copy Picture command.
  2. Switch to PowerPoint and use the Paste command to paste the image onto a Powerpoint slide.
  3. Use the "Save As" command in Powerpoint to save that single slide, with your graphic, as a Windows bitmap (*.bmp) file.
  4. Now you have a graphic file, which you can import into Business Plan Pro as explained in your Business Plan Pro Help. It isn't hard, just use the "Insert" command in the text mode and you'll see the "Image" command there.

Thanks for asking.

Tim


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