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Batch Reports

Use Batch Reports to generate multiple PowerPoint presentations in one process.

OfficeReports Intelligo Premium and Sheet2Slide Premium support Batch reporting. You can generate reports by using Segment Filters or by selecting multiple workbooks.

Generate PowerPoint Presentations by Using Segment Filters​

Use Segment Filters when you want OfficeReports to generate one report for each filter combination.

Before you use Batch Reports, define the required Segment Filters. For more information, see Filtering.

  1. Open the OfficeReports ribbon tab in PowerPoint.
  2. Click Batch Reports.
  3. Select the categories you want to use in Segment1, Segment2, and other Segment filters.
  4. Click OK.

OfficeReports recalculates the tables for each filter combination and generates a new presentation for each report.

For example, if you select all departments in Segment1 and all teams in Segment2, OfficeReports creates one report for each department and team combination.

Generate PowerPoint Presentations by Selecting Workbooks​

Use this method when you have multiple Excel workbooks with the same workbook structure and want to generate one PowerPoint presentation for each workbook.

A PowerPoint report can be linked to an Excel workbook and used as a template. OfficeReports updates the tables, charts, and shapes in the presentation by using the data from each selected workbook.

For example, you may have many Excel workbooks in one folder, where each workbook contains data for one outlet. If all workbooks use the same worksheet and range structure, OfficeReports can use them to generate separate PowerPoint presentations from the same template.

  1. Open the PowerPoint template.
  2. Click Batch Reports.
  3. Select the folder that contains the Excel workbooks.
  4. Select the workbooks you want to use.
  5. Click OK.

OfficeReports creates one PowerPoint presentation for each selected workbook.

Each report uses the name of the PowerPoint template and adds the name of the Excel workbook.

For example, if the PowerPoint template is named Brand A – Q2 2017 and the Excel workbook is named Outlet 1 – DE, the generated report is named Brand A – Q2 2017 – Outlet 1 – DE.pptx.

OfficeReports saves all generated reports in the same folder.