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 element of 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 file template — 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

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

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

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