PowerPoint Add-in:Create Report

Overview

Using the PowerPoint Add-in you can

• Import existing reports: Import reports which already exist in the CoPlanner. Updates on reports will be transferred to PowerPoint.
• Import independent reports: You can create reports in PowerPoint. These reports are not available in the CoPlanner.
• Define filters: You can define global filters which can be used for reports.
• Insert text fields: You can insert text fields which refer to the global filters. These fields can be used in texts and will be updated automatically.
• Set options: You can define if the Logon should be displayed automatically when you open the document, reports should be updated automatically on each filter update and if reports should be re-scaled or not.

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PowerPoint Add-in,Overview Terms

Import existing reports

You can connect reports which were created in the windows client to your PowerPoint document. That means changes which are made in the report using the windows client will be activated in the PowerPoint document automatically after refreshing. You can insert an existing report using the task pane on the right side. Choose your report in the list and press "Paste". If you are in the normal user mode you only can see reports from "My Reports" and "Public Reports". To select reports from "Reports" you have to change to the power user mode using the button "mode" in the ribbon.

If you click on the report you can select filters on the right side which should be active for this report. You can define global filters (via filter administration) or local filters. To use a global filter change the drop down menu to the symbol . Afterwards you can select your desired filter in the drop down menu. If you choose another element in the filter bar and refresh your document, data will be updated to the selected element. You also can set local filters in your report. Just select the element in the drop down menu on which your report always should be filtered. If the option automatic updating is not selected in your document you have to refresh your report manually to see the filtered data. You can refresh the whole document by using the refresh button in the ribbon or just one report via refreh in the task pane.

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PowerPoint Add-in,Existing report with explanation

It is also possible to define for each report if he can change his original size. If the option "automatic size" in the task pane is not checked the report will always keep the same size. The filtered report will always be scaled to this size. If the option is checked the report will be increased/decreased automatically.

Insert independent reports

If you need reports only one-time you can create them easily and fast in your document. These reports are not available for other CoPlanner clients. The report designer will be opened if you click on Paste in the independent area of the task pane. Reports can be created here in the same manner as in the CoPlanner windows client. Please find an explanation how you can create a report here. Using "OK" will insert the report in your document. Independent reports also can be edited. Select your report and find a new button to edit your report in the task pane.

If you click on a report you have the possibility to select filters in the task pane which should be active for this report. You can define global filters (via filter administration) or local filters.

If you click on the report you can select filters on the right side which should be active for this report. You can define global filters (via filter administration) or local filters. To use a global filter change the drop down menu to the symbol . Afterwards you can select your desired filter in the drop down menu. If you choose another element in the filter bar and refresh your document, data will be updated to the selected element. You also can set local filters in your report. Just select the element in the drop down menu on which your report always should be filtered. If the option automatic updating is not selected in your document you have to refresh your report manually to see the filtered data. You can refresh the whole document by using the refresh button in the ribbon or just one report via refreh in the task pane.

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PowerPoint Add-in,Existing report with explanation

It is also possible to define for each report if he can change his original size. If the option "automatic size" in the task pane is not checked the report will always keep the same size. The filtered report will always be scaled to this size. If the option is checked the report will be increased/decreased automatically.

Filter area

Filters of the report will be shown in a filter bar underneath the ribbon and above the working area.

Filter selection and filter operators are the same as the filter area in the Windows-Client.

Administration of the filters is made via filter administration in the ribbon.

Insert text field

Using text fields filters can be used in the text.

Text fields can be inserted by using the ribbon. Choose your desired filter from the sub menu of text field. If you do not have a place holder a text field will be inserted where you already can see the name of the selected filter element. If you update a filter the text field or the entire document has to be refreshed to see the new value. If you would like to use the name of the selected element in a text you have to place the cursor inside the desired field and then insert a text field via the ribbon. This will be inserted for you: [Filtername.Name]. If you start your presentation you will see the replaced value of the appropriate filter element. Keep in mind that this just works if you have a connection to the CoPlanner-Server. If you would like to show your presentation without connection to the CoPlanner Server it is necessary to create an offline version. You can do this by using the button "Export" in the ribbon. Afterwards, a version will be created which does not have any references to the CoPlanner. Instead of [Filter.Name] the text of the real elements will be inserted. Reports can not be adjusted and are available only as pictures. If you would like to do changes you can do this by using the original report and afterwards save a new offline version.

Additional function with 9.5 HF 1.3: You can choose the attribute which should be shown instead of the name via task pane. If you have [Filtername.Name] in text, you can replace Name with the attribute you want to be shown. E.g. [Filtername.ID]

Select options

You can define global options for your document. You can define them in the ribbon under options. You can define if the Logon should be displayed automatically when you open the document, reports should be updated automatically on each filter update and if reports should be re-scaled or not.