Producing PowerPoint Slides

Understand how to generate PowerPoint content.

2 min read

Visiativ Suivi allows you to produce a board as a PowerPoint file, with each slide representing an item 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 breaks down into 3 essential steps:

  1. Create a PowerPoint template file — Build a presentation template that will serve as the basis for generating the output file.
  1. Manage templates in your board — Associate this template with the available views of your board.
  1. Generate the PowerPoint file — Produce the final file by applying the template to your view.


Feature Demonstration

ℹ️
Note: The examples will be performed using the "Project Weather" template board.

Here is the Portfolio view to export to PPTX:

And a PPTX export result:

Getting Started

Create Your Template

  • Design your presentation template
  • Retrieve the board instance
  • Configure attribute codes
  • Upload and test the template

Estimated duration: 20-30 min

Manage Your Templates

  • Add a new template
  • Enable/disable a template
  • Edit an existing template
  • Delete a template
  • Control access by role

Estimated duration: 5-10 min

Generate PowerPoint files

  • Generate a file from a board
  • Download the result
  • Verify data consistency

Estimated duration: 2 min

Advanced Features

  • Represent tags with images (<SHAPES>)
  • Display conditional text (<TEXT>)
  • Display lists (<LIST>)
  • Advanced combinations

Estimated duration: 45 min (depending on complexity)

Essential vocabulary

TermDefinition
BoardYour project/workspace in Suivi
TemplatePowerPoint file that will be used as a template
SlidePowerPoint page (must be unique in the template)
BlockArea containing information (text, image)
AttributeBoard data field (name, date, status, etc.)
Attribute CodeUnique identifier of the attribute (e.g., NomProjet, BudgetTotal)
TagMulti-value attribute (checkboxes, choice list)
TagSpecial instruction (<SHAPES>, <TEXT>) for conditional display

Next Step

Related articles

Was this page helpful?