How to Setup Branded PowerPoint Templates in Displayr

One of the best ways to fast-track your report building is to have your own PowerPoint templates replicated in Displayr. In this way, as you build your analysis, it will already be “on-brand” and there will be minimal work to do when you export to PowerPoint, if any at all.

The good news is that this can be done in a few simple steps. The good news is this can be done in a few simple steps (there is a video of these steps in action below).

Method

1. Have a document with your PowerPoint template ready.
By default, this will be in Widescreen (16:9) format. You can set the Page (slide) size in Displayr via the document settings > Document layout, see How to Control the Page Size of your Displayr Document.

2. Open a blank Displayr document
From the Documents page, select New and then + Blank Document.

3. Go to the Page Master and edit the Displayr defaults
In addition to a “Blank” page (which requires no editing), there are default layouts for Title Only, Title Page, and Title and various Content Layouts.

This is the key step – you basically need to change the titles, text box formats, and default chart colors to reflect your PowerPoint template and paste in any graphical elements from PowerPoint.

You can duplicate and edit any of these pages if you want to add more master pages.

4. Save your template using the required file naming conversion and download a QPack.

Select Share > Export Data > Download Document (*.QPack)
Note: When downloading the QPack, if you have files stored in the Displayr Cloud Drive, you will be prompted to download them directly when exporting.
Name the *.QPack as per these conventions (this is required for it to be read in when uploaded, in Step 6).
- [Template Name].template.QPack
Be case-specific for the "template" term. The template name and "QPack" file extension are not case sensitive.

5. Create thumbnail images of some of the key pages (optional)

This step enables you to see a preview of your template in the gallery when creating a new document, so it’s worth doing. These are also used in Step 6.
The file-naming convention for the first image to show in the gallery is:

[Template Name] 1.template.png

For second and subsequent images, replace the “1” with 2, 3, etc. Note, the name text before the number is not case sensitive, nor is the file extension, but "template" is case sensitive. Additionally, there must be a space between the template name and the number.

6. Upload the template *.QPack and related *.png files to your Displayr Cloud Drive

The Displayr Cloud Drive is accessed via the initials icon at the top right of the screen.

Shortly after this step, you will see your own template available from the gallery of options under Company Templates when you create a new document.