deck-refresh

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Original

English
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Translation

Chinese

Deck Refresh

Deck数据更新

Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.
更新整个Deck中的数据。Deck是格式的唯一标准;你仅需修改数据值。

Environment check

环境检查

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting — the edit mechanism differs, the intent doesn't:
  • Add-in — the deck is open live; edit text runs, table cells, and chart data directly.
  • Chat — the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back.
Either way: smallest possible change, existing formatting stays intact.
This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan.
该Skill可在PowerPoint插件和聊天界面中使用。开始操作前请先确认当前所处环境——两种环境的编辑机制不同,但目标一致:
  • 插件环境:Deck处于实时打开状态;可直接编辑文本段落、表格单元格和图表数据。
  • 聊天环境:Deck为上传的文件;需通过重新生成包含新数据的受影响幻灯片,并将结果写回文件的方式进行编辑。
无论哪种环境,都应尽可能最小化修改,确保现有格式完全保留。
整个流程分为四个阶段,其中第三阶段为审批环节。在用户确认修改计划前,请勿进行任何编辑操作。

Phase 1 — Get the data

阶段1:获取数据

Use
ask_user_question
to find out how the new numbers are arriving:
  • Pasted mapping — user types or pastes "revenue $485M → $512M, EBITDA $120M → $135M." The clearest case.
  • Uploaded Excel — old/new columns, or a fresh output sheet the user wants pulled from. Read it, confirm which column is which before you trust it.
  • Just the new values — "Q4 revenue was $512M, margins were 22%." You figure out what each one replaces. Workable, but confirm the mapping before you touch anything — a "$512M" that you map to revenue but the user meant for gross profit is a quiet disaster.
Also ask about derived numbers: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you.
使用
ask_user_question
工具确认新数据的提供方式:
  • 粘贴的映射关系:用户直接输入或粘贴类似“营收 $485M → $512M,EBITDA $120M → $135M”的内容。这是最清晰的场景。
  • 上传的Excel文件:文件包含新旧数据列,或用户希望从中提取数据的全新输出表。读取文件前,请先确认各列对应的是旧数据还是新数据。
  • 仅提供新数据:例如用户仅说明“Q4营收为$512M,利润率为22%”。你需要自行判断每个新数据对应的旧数据。这种方式可行,但在开始修改前必须确认映射关系——若你将$512M映射为营收,但用户实际指的是毛利润,将会引发严重问题。
同时需询问衍生数据的处理方式:若营收数据更新,用户是否希望重新计算增长率和市场份额等衍生数据,还是保持原样?大多数演示文稿中会包含类似“+15% YoY”的衍生数据,这些数据在基础数据更新后会失效。是否修改这些数据应由用户决定,而非你自行判断。

Phase 2 — Read everything, find everything

阶段2:全面扫描,定位所有目标数据

Read every slide. For each old value, find every instance — including the ones that don't look the same:
VariantExample
Scale
$485M
,
$0.485B
,
$485,000,000
Precision
$485M
,
$485.0M
,
~$485M
Unit style
$485M
,
$485MM
,
$485 million
,
485M
Embedded"revenue grew to $485M", "a $485M business", axis labels
A deck that says
$485M
on slide 3,
485
on slide 8's chart axis, and
$485.0 million
in a footnote on slide 15 has three instances of the same number. Find-replace misses two of them. You shouldn't.
Where numbers hide:
  • Text boxes (obvious)
  • Table cells
  • Chart data labels and axis labels
  • Chart source data — the numbers driving the bars, not just the labels on them
  • Footnotes, source lines, small print
  • Speaker notes, if the user cares about those
Build a list: for each old value, every location it appears, the exact text it appears as, and what it'll become. This list is the plan.
扫描每一张幻灯片。针对每个旧数据,找到其所有出现的位置——包括格式不同的变体:
变体类型示例
数值量级
$485M
,
$0.485B
,
$485,000,000
精度格式
$485M
,
$485.0M
,
~$485M
单位样式
$485M
,
$485MM
,
$485 million
,
485M
嵌入文本"revenue grew to $485M", "a $485M business", 坐标轴标签
某演示文稿中,第3张幻灯片显示
$485M
,第8张幻灯片的图表坐标轴显示
485
,第15张幻灯片的脚注显示
$485.0 million
——这三处其实是同一个数据的不同变体。普通的查找替换会漏掉其中两处,但你必须全部找到。
数据可能隐藏的位置:
  • 文本框(最常见)
  • 表格单元格
  • 图表数据标签和坐标轴标签
  • 图表源数据:即驱动图表柱状图/折线图的底层数据,而非仅图表上显示的标签
  • 脚注、数据来源行、小号字体文本
  • 演讲者备注(若用户要求包含此部分)
创建一份修改计划清单:记录每个旧数据的所有出现位置、其显示的精确文本,以及对应的新数据。这份清单即为修改计划。

Phase 3 — Present the plan, get approval

阶段3:提交修改计划,获取用户审批

This is a destructive operation on a deck someone spent time on. Show the full change list before editing a single thing. Format it so it's scannable:
$485M → $512M (Revenue)
  Slide 3  — Title box: "Revenue grew to $485M"
  Slide 8  — Chart axis label: "485"
  Slide 15 — Footnote: "$485.0 million in FY24 revenue"

$120M → $135M (Adj. EBITDA)
  Slide 3  — Table cell
  Slide 11 — Body text: "$120M of Adj. EBITDA"

FLAGGED — possibly derived, not in your mapping:
  Slide 3  — "+15% YoY" (growth rate — stale if base year didn't change?)
  Slide 7  — "12% market share" (was this computed from $485M / market size?)
The flagged section matters. You're not just executing a find-replace — you're catching the second-order effects the user would've missed at 11pm. If the mapping says
$485M → $512M
and slide 3 also has
+15% YoY
right next to it, that growth rate is probably wrong now. Flag it; don't silently fix it, don't silently leave it.
Use
ask_user_question
for the approval: proceed as shown, proceed but skip the flagged items, or let them revise the mapping first.
注意:修改操作会对他人耗时制作的演示文稿产生不可逆影响。在进行任何编辑前,必须先向用户展示完整的修改清单。清单格式应清晰易读,例如:
$485M → $512M (Revenue)
  Slide 3  — Title box: "Revenue grew to $485M"
  Slide 8  — Chart axis label: "485"
  Slide 15 — Footnote: "$485.0 million in FY24 revenue"

$120M → $135M (Adj. EBITDA)
  Slide 3  — Table cell
  Slide 11 — Body text: "$120M of Adj. EBITDA"

FLAGGED — possibly derived, not in your mapping:
  Slide 3  — "+15% YoY" (growth rate — stale if base year didn't change?)
  Slide 7  — "12% market share" (was this computed from $485M / market size?)
清单中的标记部分至关重要。你并非仅执行简单的查找替换操作,而是要捕捉用户在深夜(比如晚上11点)可能忽略的连锁影响。若映射关系为
$485M → $512M
,而第3张幻灯片中紧邻该数据的位置有
+15% YoY
的增长率数据,那么该增长率很可能已失效。你需要标记此问题,既不要悄悄修改,也不要放任不管。
使用
ask_user_question
工具请求用户审批:是否按计划执行、是否跳过标记项执行,还是先修改映射关系。

Phase 4 — Execute, preserve, report

阶段4:执行修改,保留格式,反馈结果

For each change, make the smallest edit that accomplishes it. How that happens depends on your environment:
  • Add-in — edit the specific run, cell, or chart series directly in the live deck.
  • Chat — regenerate the affected slide with the new value in place, preserving every other element exactly as it was, and write it back to the file.
Either way, the standard is the same:
  • Text in a shape — change the value, leave font/size/color/bold state exactly as they were. If
    $485M
    is 14pt navy bold inside a sentence,
    $512M
    is 14pt navy bold inside the same sentence.
  • Table cell — change the cell, leave the table alone.
  • Chart data — update the underlying series values so the bars/lines actually move. Editing just the label without the data leaves a chart that lies.
Don't reformat anything you didn't need to touch. The deck's existing style is correct by definition; you're a surgeon, not a renovator.
After the last edit, report what actually happened:
Updated 11 values across 8 slides.

Changed:
  [the list from Phase 3, now past-tense]

Still flagged — did NOT change:
  Slide 3 — "+15% YoY" (derived; confirm separately)
  Slide 7 — "12% market share"
Run standard visual verification checks on every edited slide. A number that got longer (
$485M
$1,205M
) might now overflow its text box or push a table column width. Catch it before the user does.
针对每一项修改,应采用最小化的编辑方式完成。具体操作取决于当前所处环境:
  • 插件环境:直接在实时打开的Deck中编辑对应的文本段落、单元格或图表系列。
  • 聊天环境:重新生成包含新数据的受影响幻灯片,完全保留幻灯片中的其他所有元素,然后将结果写回原文件。
无论哪种环境,都需遵循以下标准:
  • 形状中的文本:仅修改数据值,完全保留字体、字号、颜色、加粗状态等格式。例如,若原句中的
    $485M
    为14号深蓝色加粗字体,则修改后的
    $512M
    也应保持14号深蓝色加粗字体,且位于原句相同位置。
  • 表格单元格:仅修改单元格内的数据,表格的格式和结构保持不变。
  • 图表数据:更新图表的底层系列数据,确保柱状图/折线图能真实反映新数据。仅修改图表标签而不更新底层数据会导致图表信息失真。
请勿修改任何无需触碰的内容。Deck的现有格式默认是正确的;你应像外科医生一样精准操作,而非进行全面翻新。
完成所有修改后,向用户反馈实际修改情况,例如:
Updated 11 values across 8 slides.

Changed:
  [the list from Phase 3, now past-tense]

Still flagged — did NOT change:
  Slide 3 — "+15% YoY" (derived; confirm separately)
  Slide 7 — "12% market share"
对所有修改过的幻灯片进行标准视觉验证检查。若数据长度增加(例如
$485M
变为
$1,205M
),可能会导致文本框溢出或表格列宽异常。请在用户发现前排查此类问题。

What you're not doing

禁止操作事项

  • Not rebuilding slides — if a slide's narrative no longer makes sense with the new numbers ("margins compressed" but margins went up), flag it, don't rewrite it.
  • Not recalculating unless asked — derived numbers are the user's call. Your Phase 1 question covers this.
  • Not touching formatting — if the deck uses
    $MM
    and the user's mapping says
    $M
    , match the deck, not the mapping. Values change; style stays.
  • 不得重建幻灯片:若新数据导致幻灯片的叙事逻辑不合理(例如幻灯片标题为“利润率下滑”但实际利润率上升),只需标记此问题,不得自行重写幻灯片内容。
  • 未经请求不得重新计算衍生数据:衍生数据的处理方式由用户决定,阶段1的提问已覆盖此问题。
  • 不得修改格式:若Deck中使用
    $MM
    作为单位,但用户提供的映射关系中使用
    $M
    ,应遵循Deck的现有格式,而非映射关系中的格式。仅修改数据值,格式保持不变。