This section covers retrieving the board copy, designing the model, setting attribute codes, and validating/publishing your model.

Step 1: Retrieve the copy of the board

The example is a PowerPoint presentation automatically generated by Tracking. It shows all available attributes with real data from the first element of your board. This is your reference.

How to retrieve the copy

1. Open your board in Tracking

2. Click on Open the board menu (button …) next to the board name

3. Select Manage PowerPoint templates

4. Click on Add new

5. Click on Generate a copy

6. The file is automatically downloaded to your folder Downloads
   

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Note: This presentation contains the attribute codes that you will use to configure your model.

If you open the downloaded PowerPoint file, you will see:

• One slide with all the loose blocks

• Each block contains : a real value of the first element of the board

• Cryptic names within the blocks: these are the attribute codes

Step 2: Design your presentation template

This is the creative stage! You create the final presentation exactly as you want it.

Create the model structure

1. Add the sections following in the previously retrieved presentation:
   • Cover

   • Group

   • Slides

   • EndCover
     

2. Add a slide(initially empty) for each section
   

Customize the devices

Add to slides your own design:

Section Cover

The cover page of your presentation may contain the title or general introduction.

Section Group

Group page that gathers information common to all elements.

Slides section

A page for each row of the view; it will be repeated for each element and contains the specific data.

Section EndCover

The end page of your presentation may contain the conclusion or contact information.

Step 3: Configure the attribute codes

This is the step that links your design to your data. You will copy the attribute codes from the sample to your slide.

Preparation

1. Use the selection pane to see the names:
   • Menu Welcome → Select → Selection section

You now see each block with its attribute code (example: NomProjet, BudgetTotal, Statut)

Configuration process

For each block to display in your model:

1. Identify the block in the sample slide

2. Copy its attribute code of the selection process

3. In the Slides section, click on the corresponding text block then paste the code

4. Repeat for each attribute to display
   

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For the Group section, insert the code 'section' in the text field to be replaced

Step 4: Test and upload

Before upload: cleaning

1. Delete the example slide if you had copied it

2. Make sure that there is only one slide in the Slides section

3. Record your file in PowerPoint format (.pptx)
   

Uploading the model

1. In the dialogue Manage PowerPoint templates from your board:
   • Click on the area Template File

   • Select your file .pptx

2. Click on Uploader

3. Limit access (optional):
   • Choose a specific role or Everyone

4. Check "Active" If the template is ready, otherwise it will be reserved for admins.

5. Click on Close
   

Testing the generation

1. Click the button PPTX in the toolbar

2. Select your model

3. The tracking process generates the file (in a few seconds).

4. Download and open the generated file
   

Probable errors

Codes not replaced?

• Check the exact spelling of the codes in your template

• Check the breakage

• Regenerate the copy if you have any doubts.

Incorrect layout?

• Are the blocks overlapping? Readjust them in your model.

• Text cut off? Increase the block size

• Repeat the cycle: Edit -> Upload -> Test

Next step