KeyedIn Configuring PowerPoint Templates - Adding a PowerPoint template

Further Template Configuration - Adding Tables to the template

Adding Charts to the PowerPoint template

Adding Tables to the template

Add a table to your PowerPoint template and add column titles to the first line. On the second line (or the first line of the body of the table) enter the names of the fields to be displayed from your report, in square brackets and prefixed with the unique reference.

e.g.

Enter the maximum number of records to be displayed by entering the corresponding number of table rows. Any empty table rows will be removed when the report is generated, but if there are not enough rows to fit all the data, the additional data will not be shown.

Adding Charts to the PowerPoint template

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].

Next, edit the data for your chart.

Or

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.

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)

Repeating Slides

Slides can be set to repeat for each row of data returned by the report. For example, if the report is run at Program level the report could contain the same slide(s) for each of the Projects contained within the program.

This is achieved by adding the placeholder [Repeat: Field Name] to the top of the slide to be repeated. Field Name identifies which field the slide is repeated for, in the example below the slide will be repeated for each Project Name.

Repeating Slides with Nesting

Repeating slides can be nested to allow grouping of data. For example, we can insert a slide which repeats by Project Status and then have detailed slide(s) which repeats by Project name. This will result in a Status slide for each status and within that group slides for all the Projects at that status.

Search Screen Inline Menus

On the search screen, inline menus allow the user to Open, Clone, Delete or Download existing PowerPoint templates.

• Open selects an existing PowerPoint template to allow data amendments. See Amending a PowerPoint template below.

• Clone: Creates a copy of a PowerPoint template by selecting the Clone option from the inline menu on the search screen. The Add Template form is displayed, pre-populated with the details from the cloned template.
• Delete: Deletes an existing PowerPoint template.
• Download: downloads the PowerPoint (pptx) template attached to an existing PowerPoint template.

Linking a PowerPoint template to an action

A PowerPoint template can be linked to an Action Type in much the same way that a report can be. Once a PowerPoint report has been chosen, the Create Archive Report option will become available which will store a copy of the report against the action when it is created.