The Report Builder
The Report Builder is only available when working in 'Reporting' Mode and demands an OfficeReports Automation license.
The Report Builder automatically creates automated report templates and can do that by creating presentations from scratch, by populating existing presentations or anything in between. All you have to do is tell the Report Builder which variables it has to use to populate the tables and charts on your PowerPoint slides. The Report Builder then generates the tables in Excel and automatically links them to the PowerPoint presentation. Below a picture of the UI of the Report Builder showing how it needs a table definition for each table and chart on the selected slide:
Note: The text box containing the base information in the top-right of the slide will be populated using 'Table 1' as well. That is why the text shape is indicated with a number 1 as well.
Before the Report Builder is capable of generating the tables you need and link them to the presentation, you need to supply the needed information. The first part is done when starting the Report Builder for the first time. You will be asked if you want to create new slides, and need your 'Slide Library' ready in that case. It is also very important to set all the default settings correct, this makes it possible to automatically generate the tables you need! Read more about the basic information the Report Builder needs:
1. The 'Initial Slides'
This is an optional presentation containing the front cover, the research method description and e.g. a slide containing the demographic information. In case we want to show significant difference using shapes in the presentation, these shapes have to be defined on Slide1. Read more about 'Significance Shapes in PowerPoint'.
2. The 'Slide Library'
This is a presentation containing all the different standard slides you are using. By giving specific shapes specific names we can tell the Report Builder what we want. In case we just have to populate an existing presentation, the 'Slide Library' is not used. Read more about the 'Slide Library'.
Having these 2 presentation in place, we need to define the right settings so the Report Builder generates the correct tables:
3. Report Settings
4. Default Table Settings
Settings like Sorting, Significance and Minimum Column Base are depending on the variables we use, so we have to define these settings by selecting the specific variables in the Variable Window and click 'Default Table Settings'. Click here to see how we created the settings for our Report Builder Demo Report.
OfficeReports numbers the tables and charts according to their order on the slide. You can see the order in the 'Selection Pane', which can be made visible using the shortcut Alt-F10.
OfficeReports numbers the tables and charts by walking through the list of shapes, starting at the bottom (first created is in the bottom). In this case the chart will get number 1, and the table will get number 2. You can change the order of the table and the chart on the slide either by moving the shapes up or down in the selection pane, or by right-clicking the shape and moving it to the back or front.
Please do the following:
1. Create All Tables: After import, close the Slide Definitions Window by clicking the button.
2. Review the tables and make the necessary changes like e.g. changing the cell statistics, adding a filter, adding significance and hiding specific categories.
3. Open the presentation by clicking “Open and ‘Refresh’ the presentation” in the ‘Slides’ menu. This step will ‘relink’ the changed tables before opening the presentation, which might be very important!
A checkpoint is a backup you can revert to from within OfficeReports. The functionality is part of the ‘Report Builder’ menu. This way, we support a ‘trial-and-error’ way of working. In case OfficeReports generates a lot of tables which are not defined exactly correct, just revert to your checkpoint.
We advise to create the first checkpoint after importing the data and setting the default settings.
After reverting to a checkpoint, always start by correcting some of the obvious mistakes (like wrong/missing default settings) and create a new checkpoint before continuing.
Download an example
Click here to Download the Report Builder Demo files.
Please create a new folder and unzip the downloaded zip-file in the new folder. Open the workbook 'ReportBuilderDemo.xlsx' and follow the instructions.