Best practices for creating PPTX templates

Exporting to PowerPoint, despite its advantages, involves several technical nuances due to Microsoft’s product specifics. Our team follows a set of rules to handle reports, taking all the subtleties into account while avoiding unnecessary complexity.

PowerPoint export is limited to the functionality available within the software itself. We recommend avoiding complex designer slides with pre-made elements in reports. Hidden PowerPoint settings can cause unexpected results on upload. Keeping slides simple and clean is the best tip for reliable report generation.

Below is a concise summary of our recommended workflow.

Smart template rules

• Create a master slide with perfectly aligned elements and use it as a base for other slides. Use the ‘Grids and Guides’ option in PowerPoint.

• Keep all persistent elements: titles, legends, indicators, labels, filters, slide numbers, and section titles — in the same position on every slide.

• Headings look their best when they stay on one line.

Use chart types that are supported in PowerPoint

Not supported: Word Cloud, Euler, Rank, Sankey, Tornado.
It is also not possible to export charts with mixed series types.

• Number charts in PowerPoint have limited visual appeal - they’re just a text block with the number. To have a graphical representation similar to the number chart with a diagram that is possible in DataTile, it’s recommended to use a pie chart with the appropriate settings.

• The only type of chart that supports conversion display in PowerPoint is Funnel.

• Rank charts can be exported as regular column charts.

• Word Cloud charts can be exported as images (or texts).

Chart Elements

The position, size, and fonts of all elements are defined on the slide. Adjust them in the template, taking into account the actual length and number of items.

Here’s our best recommendation for working with labels: build your template using real data and test it against the most challenging scenarios (max brands quantity, long category labels). A quick approach is to export the data from the dashboard or crosstab to Excel, copy the labels, and paste them into the data source file in PowerPoint.

The chart title is exported, but the description is not. To display a chart title on the slide that uses control values, skip the built-in title and add a text box instead

Text Blocks

In text blocks, you can encode control values and even the entire content of tables and charts in text form, using the same syntax: ${Element_ID}.

For example, the Word Cloud chart can be exported as text.

Best uses for text boxes include:

• Slide and chart titles,

• Subtitles with variables (e.g., KPIs),

• Significance legends,

• Any technical information that needs to be presented (base, indicators, explanations).

For exports to work, all related controls, charts, and tables must be created on the dashboard first.

Below is an example of how a title from the template appears after export.

Logos / Images

Images are exported from the dashboard and usually update according to the selected control options. To enable this, an image bundle is uploaded and bound with controls on the dashboard.

In the template, insert any placeholder image, position it, and set its size (use the largest logo as a reference). Then, enter the image bundle title in the Alt Text field. The report will display the image from the dashboard that matches the selected control option, just like it does on the dashboard itself.

Split charts

When exporting splits, you can create and adjust several placeholders for them.

If placeholders are not created, the system will automatically duplicate the existing chart, creating a separate slide for each split. It may be acceptable, but in most cases, all splits should appear side by side.

• Create the first placeholder with legend and axis labels. Remember the tips for adjusting labels.

• Create the templated text box as the chart title. Maintain spacing between the split title and bars.

• Copy the first chart and delete all elements that are not supposed to be repeated for each split.

• Create other placeholders and align them respectfully. Note that the chart title alignment differs for the first chart and for the others.

• Each chart placeholder must have the same Alt Text -> the source chart ID.

• Each text box, aka chart title, must have the same Alt Text -> the source control ID.