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

[PaulaaO]

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.

------------------------------

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.

--------------------------

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

 

[PaulaaO]

Hi Rahul - many thanks for all your help yesterday. I made good progress with this as I noticed the code behind the brackets within the PPT template slides and followed the same pattern to apply the changes I needed to do.

Not sure if you can help me or point me in the right direction on 2 more queries:

• Variance from the Key milestones widget - I would like to have this on the PPT template as well. I understand this is not a field as such on the pm_project_task table, but it's a calculation between 2 other fields. Is it possible to add this on the PPT at all or does it involve too much customisation?
• Current Status and Status History widgets (screen shot above) - can these be added on the PPT template? Had a look on the scripted elements and it seems for now it only accommodates bar and line charts; not sure if the mentioned widgets would fall under either of these - again, if possible I'd like to understand if it can be done and how complex would it be.

Thanks again for your help and patience to explain things 🙂

Paula

[RahulKmr]

Hi,
For point 1, currently it is not supported oob, you can do that but that would be too much customisation.
For point 2, yes it can be done, just insert the column corresponding to that current status and status history (you will need addin for that).

Thanks
Rahul

[PaulaaO]

I understand, I was wondering if that might have been the case, for point 2. Appreciate all your help with this 🙂

[Tanu Rani]

Hi,

Did you manage to get status history on PowerPoint template ?

[Jesper Slot]

Hi Rahul,

I know this is an old post, but I'm very interested in point 2, as the business has asked if this can be done on a status report powerpoint. 

I have the powerpoint addin installed and working, but I cannot see how this can be done, even with the plugin. Can you give some hints?

Kr
Jesper