Has anybody tried to create a custom PowerPoint template [Export to PowerPoint for SPM plugin] ?

PaulaaO · ‎02-06-2023

Hi Community,

I am interested in finding out if anybody has managed to create a custom PowerPoint template and export data accurately using it.

I have installed the Export to PowerPoint for Strategic Portfolio Management plugin and I have been asked to create a different template from the OOTB one.

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LE -> New template requirements:

remove Total Costs slide
add current status and status history widgets as slides
update some of the columns from the key milestones and RIDAC, for example
- key milestones slide: add Variance as a column in the PPT template
- risk slide: add 2 custom fields from the risk and risk_baseline table in the PPT template
- issue slide: add impact, due date in the PPT template
- etc.

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I managed to cover the following - have not modified anything from the OOTB components so I could use them as point of reference

created a brand new PowerPoint Template record (sn_ppt_export_ppt_template)
downloaded the actual PowerPoint attachment from the default template and done some updated
attached the changed PowerPoint file to the new template created
I created a new report type as well, but mirroring the Project status report one (sn_ppt_export_ppt_report_type)
- the reason for this is because I needed to change something on both the related tables and on the scripted elements related lists
  - replicated most of those from the existent report type: Project status report one

That's as far as I went in terms of configuring - the blocker I have now is that the system does not let me select the new template I created, it still lists just the default template that comes OOTB. Is it because I have created a new report type (even though it's still based on project_status table)?

Any advice would be much appreciated.

Thank you.

Paula

RahulKmr · ‎02-13-2023

Just now I checked it is reproducible OOB. It is kept like this on purpose, but if you want to add your new template then you will have to edit UI page "ppm_project_status_export" in the client script change the query (at line number 12 ppttemplateoptions) from

report_type=53ded38177030110c974206acd5a994f to

report_typeIN53ded38177030110c974206acd5a994f,<POL project status report type sys_id> (keep the , but replace the "<sys_id>" appropriately)

Thanks
Rahul

View solution in original post

Pratik Malviya · ‎02-06-2023

Hi @PaulaaO ,

If you have replicated same as OOTB then it should be visible when you clicked on export to ppt button on status report.

Please check your report type and maint table.

Please mark the appropriate response as correct answer and helpful, This may help other community users to follow correct solution.
Thanks,
Pratik Malviya

PaulaaO · ‎02-13-2023

Hiya - I have and also provided some screen shots on within my below reply. Any ideas what I could have missed? Thanks

RahulKmr · ‎02-07-2023

Hi Paula,

I would first verify followings:
1. New report type record is based on "project_status" as main table
2. New template record points to the above report type (as a reference)
3. New template record doesn't throw any error on opening the form view

Even after verifying all the above points If it is not working, let me know.

Thanks
Rahul

PaulaaO · ‎02-13-2023

Hi Rahul - thanks for getting back to me. I have checked all of these and they all seem fine, please see below some screen shots:

Not 100% sure but could it be related to the Application where these records get created? Should both the new template and the new report type (incl. the Related Tables and Scripted Elements) be created/updated in Export to PPT for SPM app?

Also, haven't mentioned before but I have not installed the add-in for MS PPT - currently working solely from ServiceNow side.

Thank you.