Create PowerPoint slides

Understanding how to generate PowerPoint content.

2 min read

Visiativ Trackingallows you to produce a board in the form of a PowerPoint file, each slide representing a element from the board.

For the same board, it is possible to offer several different PowerPoint presentations, or even dedicate some strictly to a type of user with a particular role (Admin, Contributor, Visitor or Everyone).

Key concept

Creating a PowerPoint file from a board involves the following steps:3 essential steps :

  1. Create a PowerPoint file template— Construct a presentation template that will serve as the basis for generating the output file.
  1. Manage the templates in your board— Match this model to the available models on your board.
  1. Generate the PowerPoint file— Produce the final file by applying the template to your board.

Functionality demonstration

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Note: The examples will be done using the “Project Weather” template board.

Here is the Portfolio view of the board to be exported:

One result of the PPTX export:

Getting started

Create your template

  • Design your presentation template
  • Retrieve the copy of the board
  • Configure attribute codes
  • Upload and test the model

Estimated duration: 20-30 min

Manage your templates

  • Add a new model
  • Activate/deactivate a template
  • Modify an existing template
  • Delete a template
  • Control access by role

Estimated duration: 5-10 min (per operation)

Generate PowerPoint files

  • Generate a file from a board
  • Download the result
  • Check the consistency of the data

Estimated duration: 2 min

Advanced Features

  • Represent the tags with images ()
  • Display conditional text ()
  • Show the lists ()
  • Advanced Combinations

Estimated duration: 45 min (depending on complexity)

Essential vocabulary

TermeDéfinition
BoardVotre projet/espace de travail dans Suivi
ModèleFichier PowerPoint qui sera utilisé comme template
SlidePage PowerPoint (doit être unique dans le modèle)
BlocZone contenant une information (texte, image)
AttributChamp de données du board (nom, date, statut, etc.)
Code d'attributIdentifiant unique de l'attribut (ex: NomProjet, BudgetTotal)
TagAttribut multi-valeurs (cases à cocher, liste de choix)
BaliseInstruction spéciale (, ) pour affichage conditionnel

Next step

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