PPTX Builder User Guide
PPTX BuilderBook a demo
  • PPTX Builder Wiki
  • Getting Started
    • Preparing PowerPoint Templates
      • General Set-Up
      • Setting colours
      • Setting fonts for chart items
      • Adding Tags
      • Other Useful Notes
    • Uploading data
  • Using the Platform
    • Data Settings
      • Changing Column Values
      • Changing Row Values
      • Switch Row/Column
      • Show/Hide Percentage Sign
      • Advanced Data Sorting
      • Change the Number of Decimal Places
    • Chart Settings
      • Chart Types
      • Changing Chart Types
      • Customizing Legends
      • Customizing Data Labels
      • Customizing Value Axis
      • Customizing Category Axis
      • Turning Grid Lines On or Off
    • Statistical Analysis
    • Layout Settings
      • Upload PowerPoint Template in Layout Settings
      • Choosing Layouts
      • Reverting to Default Theme
    • Apply Settings To...
      • Apply Settings To...
      • Filter Rows
    • Delete & Duplicate Slides
      • Delete Slides
      • Duplicate Slides
      • Undo
    • Projects
      • Save a Project
      • Navigating to Existing Projects
      • Duplicate a Project
      • Rename a project
      • Switch data
      • Delete a project
    • Export PowerPoint
      • Export
      • Continue to customize
  • Global/Company Level Settings
    • Account Settings
      • Profile
      • Password & Security
      • Template Settings
      • Chart settings
      • Usage
      • Project hierarchy
  • Videos
    • How to set up your templates
  • FAQ
    • Terminology
    • Request access for new users
    • How do I manually remove/add significance arrows in the report?
    • Which DP software are already integrated with PPTX Builder?
  • Other
    • Service Level Agreement
    • Terms and Conditions
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  1. Getting Started
  2. Preparing PowerPoint Templates

General Set-Up

PreviousPreparing PowerPoint TemplatesNextSetting colours

Last updated 4 years ago

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PPTX Builder uses PowerPoint templates to generate new reports. It does this by populating Placeholders found on Slide layouts. The look and feel of your reports are therefore determined by the formatting choices in the hands of the template designer. This speeds the report development process while encouraging visual consistency in slides created from the same template.

There are three things that the platform is looking for when you import a new PowerPoint template:

  1. Somewhere to place the chart

  2. Somewhere to place the “question” text

  3. Somewhere to place the “base” text

When working with an existing Slide master, we recommend first creating a duplicate and the deleting any of the slides that aren’t set up for charting – then moving that slide master to the top of the list.

The aim is to ensure that the first Slide layout that the platform finds in your template is one that is set up for charting.

Below you can see here that my 1st Slide master only contains Slide layouts that are set up with charting in mind.

View > Slide Master
Slide Master and Slide Layouts