Utilize Custom PowerPoint Template for Bursts and Favorites

You can start with a Sample Template and edit it in PowerPoint to create a new custom POTX template for use with Bursts and Favorites. This functionality allows you to modify the look and feel of your PowerPoint attachments with your own logo, change the position of images, and customize the text that is displayed on slides.

  • NOTE: When modifying Templates, use images/pictures instead of shapes.

1. Add New Template

Access Admin > System > PowerPoint Templates >[+ New Template]

PowerPoint Templates - Google Chrome

On the Add PowerPoint Template popup:

  1. Give your Template a unique Name
  2. Optionally, add Description
  3. [Save]

2. Create New Template by Using Default PPTX

PowerPoint Template Editor - Google Chrome
  1. To use new feature, make sure that "Based on POTX Template" is toggled on
  2. Download Default template

Select the item from your designated download location to open the PPT Editor.

3. Open Slide Master

Presentation3 - PowerPoint
  1. In the View tab, select Slide Master to view the sample Slide types provide by our default Template POTX
Presentation3 - PowerPoint

Hover over the [title] on each slide to view the supported layouts.

  1. External Report layout
  2. Metric layout
  3. Content Layout

In addition, there is a Title layout and an End Slide layout. These layouts can be modified, copied, and deleted as needed. Metric Insights will use the picture portion of each layout to insert the corresponding elements. Alt text can be added or removed as well. See list of supported Slide types and Tags at the end of this article.

NOTE: When modifying Templates, use images/pictures instead of shapes.

3.1. Save Adjusted Slide Master as POTX File

Presentation3 - PowerPoint
  1. Select File
  2. Save As
  3. Name your new Template
  4. Be sure to select POTX as file type
  5. [Save] to a location on your computer

4. Select the New Template in MI Template Editor  

PowerPoint Template Editor - Google Chrome
  1. Select your new template via the Browse button
  2. Select Save to use this template in the Pilot Template you set up earlier

5. Example of Slide for a Metric using your Template

My Favorites (12) - PowerPoint
  1. Metric Name and Description
  2. Chart image
  3. Measurement Value and Time
  4. Expert Commentary information
  5. Most recent Comment  
Slide Types and Tags Supported in Custom PowerPoint Templates

New Slide types and Tags supported in Metric Insights PowerPoint templates:

  • Slide types:
    "Content", "Title", "End", "Metric", "Report", "External Report"
  • Tags/variables:
    [title] - name of the MI element
    [element_image]
    [description] -
    [measurement_date]
    [measurement_value]
    [generated_date]
    [last_expert_commentary]
    [last_expert_commentary_author]
    [last_expert_commentary_date]
    [last_note]
    [last_note_author]
    [last_note_date]
  • [/n] - carriage return

6. How to Use Custom Templates in Bursts

Access Content > Bursts > Active Burst Name Link

My Notification: Tableau Daily Burst - Google Chrome

On the Customize tab:

  1. Set "Include PPT document" to "Yes"
  2. Select a Custom PPT template from the drop-down list

7. How to Use Custom Templates in Favorites

Access Content > Favorites

My Favorites - Google Chrome
  1. Select Download as PowerPoint
  2. Select the desired Template
  3. [Download]