How to Use a PowerPoint Chart Style Template in a Displayr Export – Displayr Help

This article describes how to use a PowerPoint Chart Style template to style a chart exported from Displayr. There are two methods covered:

Method 1 - Upload and select template in Displayr

Method 2 - Apply template after export

You will go from a visualization formatted in Displayr:

chart in Displayr to export.png

To a chart formatted using the specific template style in PowerPoint:

chart in ppt using template.png

Requirements

A Displayr visualization.
A PowerPoint chart design template (saved as a .crtx file type) that corresponds to the chart type you want to export (for Method 1 only).
Access to the Displayr Cloud drive (for Method 1 only).

Method 1 - Upload and select template in Displayr

In this method, you will configure a chart template (.crtx file) in PowerPoint and select this in Displayr to be used when exporting to PowerPoint.

[Optional] If you don't have a .crtx file already, you can create one in PowerPoint by right-clicking on a PowerPoint chart, selecting Save as template, and saving the file (take note of the file path where you save the template file).
Upload the .crtx file to your Displayr cloud drive so Displayr has access to it. In Displayr, in the top right corner, click on the Initials icon > Displayr Cloud Drive.
Click on +Upload.
Drag and drop, click, or select your PowerPoint chart design template file (with a .crtx extension) and click Upload. Now you can export visualizations in your documents using this template.
To use this template when exporting a visualization, click on the visualization and from Properties , change Appearance > Powerpoint Export > Microsoft Chart. This will export the visualization as an editable chart in PowerPoint instead of an image.
Next, select Export as > your template name. You'll see your templates denoted as being (from Displayr Cloud Drive).
[Optional] After you make your selections, you can click Set as default to apply these settings to all visualizations in the document that have not been explicitly set.
Click Share > Export Report > PowerPoint to export this or all pages to PowerPoint. The chart style from your template will automatically be used in those visualizations for which it was selected.
Note: If the relevant files are located within a Displayr Cloud Drive folder with configured access, ensure your document also has access to this folder by including the user groups that can access it in either the permissions of the document's folder or the document itself. See How to Use the Displayr Cloud Drive for more details.

Method 2 - Apply template after export

You can also apply a chart template to the chart after it is exported from Displayr.

Click on the visualization and change Appearance > Powerpoint Export > Microsoft Chart in Properties . This will export the visualization as an editable chart in PowerPoint instead of an image.
Next, select Export as > Match Displayr to have Displayr choose a default chart type based on the chart in Displayr, or you can select a specific PowerPoint default chart type that you want.
[Optional] After you make your selections, you can click Set as default to apply these settings to all visualizations in the document that have not been explicitly set.
Click Share > Export Report > PowerPoint to export this or all pages to PowerPoint.
From PowerPoint, select the chart you want to change and right-click Change Chart Type.
You can select the specific template you want to apply in the Templates folder in the dialogue that pops up to apply it to the chart and click OK.