Custom PowerPoint template

Upload a PowerPoint template for exports

38d87d9852a66eea29da00ae16511664

Updated at October 21st, 2019

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.  Under the "Data" tab of the project's Admin page, click on "New document", specify a key to identify this file (e.g., "template.pptx") and upload the  file you want to use..

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  which slide layout to use for new slides, and optionally you can set things like chart size, location and font.

Basic settings

Press "Edit/run" under the file to edit the code, and enter the following code.  In PowerPoint slides layouts are numbered starting from 1.  So in the example above this "slideLayout6" corresponds to the layout called "Title only"

{
    "defaultSlideLayout": "slideLayout6",
    
}

Advanced settings

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 you had specified to identify 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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