Step 2. Create a PowerPoint Presentation with Raw Data
To start creating a report, follow the steps below to install the Chartrics add-in for PowerPoint:
- Go to Chartrics Cloud and click on the Download PowerPoint add-in button
- Follow the basic installation steps
Start building a report
When the PowerPoint add-in is installed, save the current presentation to the Chartrics Cloud:
- Go to the Chartrics tab in the PowerPoint ribbon
- Sign in using the same credentials for the Cloud
- Click on the Save icon from the Chartrics toolbar
- Select an Account > select a Project > Save
Note* If you don't see any Account or Project to save the presentation, you can quickly create it by pressing the +Add New Account button in the Save to Cloud dialog box.
Connect the data to PowerPoint charts
Now, link the data from Chartrics Cloud to a PowerPoint chart:
- Click on the Charts or Graphs icon to insert the right chart type
- Once inserted, right-click on the chart and select Chart Maker
- From the top-left corner of the Chart Maker canvas, select the available dataset
- Drag variables and drop them onto the Row and Column shelves > Click Apply
Note* You can build your report using the Sample data or the data you uploaded into the Chartrics cloud. In case you face any difficulties with your data, contact our Support.