Attaching a PowerPoint Template

Perform Template setup in the Microsoft PowerPoint application using the concept of a Slide Master. A Slide Master is the top slide in a hierarchy of slides. It contains information such as slide layout, font, and background. It also may contain placeholders (for titles for example) based on the setup. The benefit to using Slide Master is that you can make changes to the style of one slide and it will affect all slides in the group or hierarchy. The following items can be set in the Slide Master and the Financial Package will not change them during report generation.

• Font color and size

• Bullet styles – such as circle or square

• Background style – such as image or color

• Theme – packaged set of formats including background style, bullet styles, and font colors and sizes

• Slide Orientation – portrait or landscape

• Slide Layouts – different slide types used depending on whether you are displaying content, images, or titles/section headers for example

The Slide Layouts that are created in a Slide Master in PowerPoint have a particular “signature”. This signature is a Microsoft identifier that can’t be modified. This signature is used by Financial Package Publisher to determine an appropriate template for generating Financial Package reports. Therefore, it is recommended to use a Microsoft Slide Master that has not been modified as the baseline for creating your PowerPoint template. More specifically the Slide Layouts mentioned above should not have the following alterations made otherwise it will impact the produced Financial Package.

• Slide Layout Name – this should NOT be changed. For example, Title Slide Layout, Section Header Layout, and Title Content Layout

• Placeholders – these are items such as text boxes, images, picture, table, and chart. These items should NOT be removed from the default Slide Layouts mentioned above because they will impact the placement of text and objects coming from the Financial Package. These can be modified in terms of size and placement on the slide.

• Do not create your own Slide Layouts with the names mentioned above as they will not have the appropriate signature for use by Financial Package Publisher

The recommended approach to working with Slide Masters is to start with the default PowerPoint Slide Master and add items to customize.