Designing slides

Places live Qlik objects - charts, tables, KPIs - and live tokens onto your slides, so the deck fills with current data every time the template is used.

Where to find it

Open a template with Edit in PowerPoint (or create a new template), then open the KPImailer pane from the KPImailer ribbon group. The pane lists the sheets and objects from the template’s connected Qlik app, and works much like the Excel pane - the difference is what lands on the slide.

Inserting a Qlik object

1. In the pane’s Insert tab, browse or search the connected app’s sheets for the chart, table, or KPI you want.
2. Go to the slide where it should appear.
3. Insert it from the pane. A toast confirms (“Inserted into the presentation.”).

What lands on the slide depends on the object:

• Charts and KPIs are placed as a placeholder - a labelled box showing the object’s name, its type, and its id, sized to match the object. The placeholder is just a stand-in while you design; when the report runs, KPImailer replaces it with the live rendered chart or KPI, dropped exactly into the box you positioned.
• Tables are placed as a real PowerPoint table - a header row plus a sample row - that fills with the object’s live columns and rows at send time.

Each placed object becomes one of the template’s bindings, shown as a count on the templates list and in the pane’s Bindings tab.

Tip

Position and size the placeholder box the way you want the final visual to look - the rendered chart or KPI is fitted into that box. Leave a little breathing room so labels and legends aren’t clipped.

Inserting a token

Tokens insert a single live value rather than a whole object - a date, the report name, or a measure - the same {{Token name}} mechanism used in subject lines. Place your cursor on a slide and insert a token from the pane; it’s added as a text box and resolves to its live value when the template is used.

Naming a slide

On the Slide tab, give the active slide a Slide name built from tokens, resolved when the report runs. This matters most for repeating slides, where each generated slide can be named after the value it represents. Leave it empty to keep the slide’s default name. It’s the slide-level form of dynamic naming.

Previewing and publishing

Use the pane to Preview - it downloads a filled .pptx so you can check the result - and Publish to save your design back to the template (later saves show as Save).

Also works like Excel

Two more per-object controls behave exactly as they do for Excel templates:

• Conditional rendering - include or exclude a single shape or a whole slide based on live Qlik data.
• Scope & filter overrides - give one placed object its own selections, independent of the report.