The PPT Report Type editor defines the attributes for the report type, the filters that the end user can select to restrict the data to be displayed, the datasources that extract the required data and the PPT presentation that acts as the template for the report.
The editor is accessed from the PPT Report Types Dashboard either by clicking on an existing template or by clicking on the '+' icon to create a new one.
This section captures the basic attributes of the PPT Report type
The datasources attribute captures the datasources that will extract the data from the database for inclusion in the report.
Refer to Datasources for details on how to create datasources.
The order of the datasources in this list does dictate the order in which they appear in the PPT report.
This section captures filters that the end-user can use when running the report.
The PPT Template file should be uploaded to the upload area with prompt Upload Your Template
The template should be a regular Powerpoint presentation saved as PPTX file. It can be an entirely blank slide with just the placeholders for the data or can be based on an existing presentation including a title page, agenda, section breaks, slides with header and footer and any imagery and branding that is required.
Tokens are used to indicate where the data should be placed in the presentation. How many rows the datasource is expected to return will dictate the token format and how they are laid out.
A single-row datasource is expected to return only a single row of data. For example, the following datasource returns the value of a filter called 'Division'
select '[P.DIVISION]' division from dual
If the scope of the datasource is 'HEADER' then the slide in the presentation can display the value of the Division selected as a filter by adding the text [P.HEADER.DIVISION]
A multi-row datasource is expected to return 1 or more rows of data. To display the rows in the presentation, a table needs to be added in the slide with headers and referring to the tokens from the datasource.
The tokens should be suffixed '_X' to indicate that the rows will repeat.
The following table shows an example of a table showing risks which uses a datasource with scope 'RISK'. The datasource fetches 5 columns: ID, Title, Impact, Likelihood, Status
Only one row needs to be created in the table as shown in the example above. Additional rows will be created when the report is run for each row returned by the datasource.
To update the report type, edit the datasources and filters as required.
To upload a new template file, click on the upload area to add the new version or drag the file into the upload area. At this point it will appear as though both the new and old templates are attached. Once the report type is saved, the old version of the template is overwritten with the version just added and only the new one will remain.
Besides the standard approach to run a PPT Report as detailed in the Reports End User Guide it is possible to place a hyperlink in a Content Area to run a PPT Report Export. When configuring these hyperlinks it will be necessary to pass in any Filter Tokens via the URL used.
See an Example below of some HTML which places an icon into a Content Area which runs a PPT Export when clicked:
<div class="office_ppt_icon ppt_icon_style"
onclick="location.href='/Reports/Slide_Export.jsp?report_def_id=ABC&REPORT_ID=100">
</div>
<style>
.ppt_icon_style {
height: 70px;
width: 70px;
background-repeat: no-repeat;
cursor: pointer;
background-position: center;
background-size: 40px;
margin: 0 auto;
}
</style>
Data from multiple entities can be collated into slides and can be exported into a single PPT Report with a single click.
This requires that the Datasources being used by the PPT Report Type having a Grouping Column Name so that it can separate out the different entities.
<div class="office_ppt_icon ppt_icon_style"
onclick="location.href='/Reports/Slide_Export.jsp?report_def_id=ABC&REPORT_ID=100,200,300">
</div>