Custom PowerPoint template

Upload a PowerPoint template for exports

Updated at June 29th, 2020

You can specify a custom PowerPoint template so that Protobi exports charts into a presentation with your (or your client's) colors, fonts and branding.  

Upload a template

The first step is to upload a template to your project.  

  • the "Data" tab of the project's Admin page, 
  • select  the "New document" (charcoal button)
  • specify a key to identify this file (e.g., "template.pptx") 
  • upload the  file you want to use.
  • lastly set "Is template" to "Yes" to bring up customization optioms

Customize layout and sizes

Each PowerPoint template is different, so the next step is to specify detailed settings.  At a minimum you need to specify  the page size, which slide layout to use for new slides, and optionally you can set things like chart size, location and font.

PowerPoint presentations come a wide variety of sizes.  You can check the size of your template in PowerPoint by selecting "Page setup..." from the File menu


The most common is now Widescreen (16:9) which is the current default for new presentations.   This is  proportional to the smaller On-screen Show (16:9) and the same height as Letter Paper (8.5x11 in) which was the prior default for new presentations. 

The most common aspect ratios are 16:9 and 4:3. This is the ratio of width to height for the drawing area, excluding the margin. Widescreen is 16:9 and letter size is 4:3.


Basic settings

Select the size of your presentation to populate the options with suggested defaults.  You can specify sizes in inches, centimeters or points using the suffixes "in", "cm" or "pt".

To choose a default slide layout for new chart slides, in PowerPoint press the "layout" button in the ribbon and identify the desired layout. In PowerPoint slides layouts are numbered starting from 1, and are titled "slideLayout1  So in the example above the six layout called "Title only" would be called "slideLayout6":


Advanced settings

Press "Edit/run" under the file to edit the code, and enter the following code.  

The minimum default is necessary to indicate which slide is to be used (e.g., 6th slide under slide layouts). We've also included some more advanced options below.

{
    "defaultSlideLayout": "slideLayout6",
    "coverTitleShapeIndex": 1,
    "coverSubtitleShapeIndex": 2,
    "coverDetailsShapeIndex": 3,
    "chart": {
      "font": {
        "size": "7px"
      },
      "transform": {
        "x": "0.5in",
        "y": "1.75in",
        "cx": "6.0in",
        "cy": "3.25in"
      }
    }
}


Set default template for the project

The next step is to set this file as the default template for the project.   Under the "Overview" tab of the project's Admin page, enter the key that identifies the template:

Anytime data from the project is exported to PowerPoint, it will now be on a template that you created and customized. 

Preparing the PowerPoint template

Typically we recommend uploading a file that has just one slide with a title slide. When you export data from your project a new slide will be generated for each element/group and placed at the end of the deck. 


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