Build a Powerpoint project template grouped by RAG Status for Sub-Project data

Fluid allows you to build your very own PowerPoint templates so that you can easily extract the precise data you wish to report on at any time!

In this article, we are going to show you how to build a custom project template in PowerPoint that, once extracted, will return only Sub Project data that you've chosen to be:

• grouped by the RAG status of the project, or 

• a specific RAG status only.

Each template begins with a set of binding elements that need to be added into the first cell of a newly created table. These elements point to the derivative data that will be extracted when applying various data "strings" in the template. For this template type, we need to create a separate table for every RAG status for your sub-projects. 

Take note of the following binding elements that we will use when building the template:

• ShowRAG.RAGStatus=RAG Status Name - defines the overall RAG of the project

• {@subproject} - indicates that sub-projects will be extracted

The following points need to be considered when creating the table: 

• The binding elements (as previously listed) need to be captured in the first cell of the Header row. (ie. first cell of the table). 

  • Therefore, the first cell of the header row starts with the binding element {@subproject} to indicate that the table should return onlysub-project data (the table will not include parent project data).  

  • The second binding element [^ShowRAG.RAGStatus=RAG Status Name] indicates which RAG status will be displayed. 

• Underneath the binding elements, you will enter the title heading of that column. In this instance, Project Name should be added to indicate that this column will represent the title of sub-projects.

Below is an example of a table that has been created and populated with the required binding elements to export sub-projects by RAG status:

Each column in the header row must have the Title for that column, and the row below it must have the matching data "string" that you wish to export. Let's take a look at the columns for this template and what data you can expect to show in relation to this table set up.

RAG Status

• First cell: Bindings elements are captured (as per previous explanation) and Project Name - returning the Sub-Porject name.  

• RAG: returns the latest RAG status update (colour coded either Red, Amber or Green)

• Status: the summarised status update (strapline)

Project details

• Project Manager: returns the project manager's name of the sub-project

• Owner: returns the sub-project owner's name

• Start Date: returns the sub-project start date

• Due Date: returns the sub-project end date

For more project detail binding elements, refer to the building project templates article by clicking here.