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Windward

AutoTag and Powerpoint Templates

Overview

As Windward has grown, we've expanded slowly into what we offer in PowerPoint. The ways that Windward interacts with each of the three MS Office products (Word, Excel, and PowerPoint) is different due to how those products are built. The ways that you can use tags or tools in one product may not be available in another, or you may need to access tools and tags in a different way than you are used to from one product to another. 

 

How PowerPoint is different from Word

In Powerpoint, there is not a 'body' section as there is in Word or Excel. All of the elements (text boxes, drawings, pictures, tables, graphs, etc.) are all individual objects. This is important to understand when you are trying to get your PPTX slides to do what you want them to do.

Using AutoTag in PowerPoint

When it comes to Windward Tags, you must remember that the tags only affect the MS Office Elements and other Windward Tags that are within the same object. In fact, before you can insert a Tag, you will need to create an object to insert it into.

 

Due to this, it can be helpful to think of all of the elements of your template as being their own tiny subdocuments. When Windward writes your PowerPoint document, it writes out all the parts piece by piece, one after another in a generally top-down order.

 

This is especially important when you are trying to use any tags that affect other tags or are paired tags such as ForEach Tags, If & Else Tags, Case & Switch Tags. Here are some examples to keep in mind when designing your template in PPTX:

 

If & Else Tags, Case & Switch Tags

  • You cannot split these kinds of tags between multiple objects. 

 

ForEach Tags

  • Because your final report is created object-by-object, in a generally top-down order, a ForEach table may extend onto additional slides. When this happens, the objects that were on the original template slide will be repeated. 
  • A slide can be repeated if the Break setting is enabled in a ForEach tag. See this article for more.
  • Any tags that you want to be included in your ForEach loop need to between the ForEach and EndForEach tag inside the same object. 
  • To use ForEach tags in a table, you will need to set up your EndForEach tag similarly to how you would in Excel -- then make sure to change the formatting of the cells you don't want included to be clear.

 

Query and Set Tags will work for the whole document as long as they are defined "before" the tag they are being used in. 

 

Examples

You can locate Samples files in their default location your system:

C:\Program Files\Windward Studios\AutoTag\templates\Powerpoint Templates