Skip to main content

 

  • arrow icon
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Configuring PowerPoint Templates - Adding Charts to the PowerPoint template

  1. Last updated
  2. Save as PDF

Add a chart to your PowerPoint template, set the title text and add a placeholder to the end of the title to reference the report to be used for the chart. This is the unique reference for the report within square brackets e.g. [PPT02].

clipboard_efdd11e0b30d165a41a73f6b38034203b.png

Next, edit the data for your chart.

clipboard_ef4f8e4db7b7cb63d085313fc5933157e.png

Or

clipboard_efe1e9742a6b0331a953c32a4767b7faf.png

Set the column headings to be the fields from your report, e.g. [Status] and [Count]. 

In the status column set the status categories to be displayed, this can either be done by naming the specific categories to be displayed or by specifying the [Category] placeholder, in which case the report will pick up the category names from the report (Note: The chart will only display the number of categories that you specify, if the data contains 5 categories but you only specify the [Category] placeholder 4 times, the last category will be excluded) 

In the count column enter 0s (This data will be automatically retrieved and replaced from the data report when the PowerPoint report is run)

  • Note: Using Dates for categories If you use dates as categories for your chart these will need to be formatted as text in the report for the PowerPoint template to recognise them.

Multiple series of data can be added in the same way. In the example below there are two series of data, Actuals and Planned.

clipboard_eec16f317637c741db0ff8c86b1d69527.png

 

The following standard chart types within PowerPoint can be used:

Clustered Column
Stacked Column

Percent Stacked Column

Clustered Column 3D

Stacked Column 3D

Percent Stacked Column 3D

Column 3D

Line

Stacked Line

Percent Stacked Line

Line with Markers

Stacked Line with Markers

Percent Stacked Line with Markers

Line 3D

Pie

Pie 3D

Percent Stacked Bar

Clustered Bar 3D

Clustered Bar

Stacked Bar

Stacked Bar 3D

Percent Stacked Bar 3D

Area

Stacked Area

Percent Stacked Area

Area3D

StackedArea3D

PercentsStackedArea3D

Doughnut

Radar

Radar with Markers

Filled Radar

Series of Mixed Types (Can only contain the above chart types)