STEP 11: Add Dynamic Variables for PPT Export in VC and DW

Overview

When you create a Prototype, you can export the values to a Microsoft PowerPoint presentation.

As part of business, your client might need to provide a well-crafted value proposition during a sales pitch. Instead of reproducing the values in an Excel document, you can provide the values through a beautiful PowerPoint presentation. They just need to change the input values in the Prototype and export the values in a PowerPoint.

PPT Export is usually done when the client specifically asks for it. Usually, the client sends the PPT presentation or provides the formatting style for creating a PPT presentation for Export.

Here, you can find details of exporting PPT from Value Collaborator (VC) as well as Discovery Wizard (DW).

Step-by-Step Guide

Exporting from VC

1. Follow the steps to Export Excel to get Visualizer Type Details in Excel Format in VC.

2. Open the Excel file and under Template Placeholder Value, you can find the dynamic variables that you need to create your PPT Presentation.

3. Open a PowerPoint and enter your data as shown in the screenshot above. Refer to the Dynamic Variables for Word and PPT Export to know the format.

   
   
4. Open the Visualizer Type page where you have uploaded the Excel model and follow the steps to Enable Export Buttons in Value Collaborator. Besides, PPT, you can also enable the buttons for pdf format and even save it in Google Drive.

5. On the Visualizer Type page, click Upload a Custom PowerPoint 1 for Export to upload the PPT presentation containing dynamic variables.

6. Click Choose File to upload the PPT presentation.

7. Click Upload.

8. You can see the PPT presentation uploaded in the Visualizer Type.

9. Click Value Collaborator and then click Prototype.

10. On the Prototype page, you can hide variables, if required. For a step-by-step guide, please read the documentation on Enable the Hide/Show Feature in Value Collaborator.

11. You can also make changes to the values, if required and then click Save.

12. Click Export and then click Export PPT on the Prototype page.

13. A PPT presentation gets downloaded to your device with the latest values.

14. You can see that the PPT presentation contains the changed values.

Exporting from DW

1. Follow the steps to Export Excel to get Visualizer Type Details in Excel Format in DW.

2. Open the Excel file and under Template Placeholder Value, you can find the dynamic variables that you need to create your PPT Presentation.

3. Open a PowerPoint and enter your data as shown in the screenshot above. Refer to the Dynamic Variables for Word and PPT Export to know the format.

   
   

4. Open the Visualizer Type page where you have uploaded the Excel model.

   
   
5. Click Upload a Custom PowerPoint 1 for Export to upload the PPT presentation containing dynamic variables.

6. Click Choose File to upload the PPT presentation.

7. Click Upload.

8. You can see the PPT presentation uploaded in the Visualizer Type.

9. Click Discovery Wizard.

   
   

10. Follow the steps to Add a Table in Discovery Wizard in the case of model import or follow the steps to Add a Table in Sheets enabled DW in the case of Google Sheets import.

    
    

11. Click Download and then ensure that the eye icon for PPT Export is open (Otherwise, it will not be visible on the Preview UI page.). If you want the values to be available in pdf format or save it in Google Drive, ensure to open the eye icon.

    
    
12. Click Preview UI.

13. You can also make changes to the values, if required.

14. Once you change the value, click Save.

15. Click Download and then click PPT Export.

16. A PPT presentation gets downloaded to your device with the latest values.

17. You can see that the PPT presentation contains the changed values.