Report Generator fills your PowerPoint template with live data from a DataTile dashboard. You design the slides once. Every download then gives a new .pptx file with the latest numbers, in your own design.
How it works
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Build a PowerPoint template: your slides, with charts, tables and text boxes as placeholders.
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Build a custom dashboard with the charts, tables and controls the report needs.
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Link them: write each element's ID as
${element ID}into the matching placeholder.
Optional:
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Automation with a YAML script: slides for each control option, for example one set per region.
What you need
|
Role |
|
|---|---|
|
Template |
A .pptx file, up to 10 MB |
|
Script (optional) |
A .yml file |
|
Result |
A .pptx file |
Anyone who can view the dashboard can download a report.
Quick start: your first report
Try it with one chart before you build a full template.
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On the dashboard, create a bar chart. Its ID is shown under it, for example
Chart_1. Click the ID to copy it. -
In PowerPoint, insert a bar chart (Insert → Chart → Bar).
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Right-click the chart → View Alt Text → type
${Chart_1}. -
Save the file as .pptx.
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On the dashboard, switch to EDIT mode → left menu → Reports → Add new report. Enter a title, add the .pptx file, check the tab, click Create.
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Click the download icon in the top toolbar → under Reports, click your report.
The downloaded file shows your PowerPoint chart filled with the dashboard data.
Words used in these guides
|
Element ID |
The name of a dashboard element (chart, table, control, image). It is shown under the element. |
|---|---|
|
Placeholder |
A chart, table, picture or text box in the PowerPoint template that receives dashboard data. |
|
Control ID |
The element ID of a control (filter). Used in text boxes and in YAML scripts. |
|
Report |
A template (plus an optional script) uploaded to one dashboard tab. |
All guides
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Report Generator: build a PowerPoint template -
Report Generator: build a custom Dashboard -
Report Generator: link the PPT template and the dashboard elements -
Report Generator: template upload and report export -
Report Generator: automation with YAML script -
Report Generator: combine several tabs into one report -
Best practices for creating PPTX templates -
Report Generator: troubleshooting
Something doesn't work? See troubleshooting.