Export your PatentSight analyses as PowerPoint presentations!
Last updated: May 2021
The export presentation function is an optional feature that allows you to export your analyses into PowerPoint.
If you are interested in this feature, please get in touch with your Custom Success Manager or contact us at support@patentsight.com.
For more details, see the guide below.
CONTENTS
How Charts and Tables are Exported
Exporting an Analysis to PowerPoint in PatentSight Default Format
Uploading a Personal Custom Template
Uploading a General Custom Template (Admins Only)
Exporting an Analysis to PowerPoint in your Custom Template
Export your PatentSight Analyses as PowerPoint Presentations
The export presentation function allows you to export your workbooks, sheets and widgets as PowerPoint presentation.
Benefit from editable charts with embedded data
Most widgets will be exported as editable charts with embedded Excel data.
Use your own template
You can upload your own PowerPoint file (custom template) into PatentSight to download your analyses in your own corporate identity.
How charts and tables are exported
To support all PowerPoint versions from Office 2007 onward, charts and tables will be exported as outlined below.
The following charts will be exported to PowerPoint as charts with embedded Excel data:
 |
Bubble Chart default; with bubble trails; with additional bubbles |
 |
Bar Chart default settings; with slices; with grouped bars; with two axes |
 |
Column Chart default settings; with slices; with grouped bars; with two axes |
 |
Line Chart default settings; with two axes |
 |
Pie Chart all settings |
 |
Matrix Chart all settings |
The following charts will be exported to PowerPoint as screenshots with additional Excel tables:
|
Bar Chart with two axes and slices/groupings |
|
Column Chart with two axes and slices/groupings |
 |
Map Chart all settings |
 |
Sunburst Chart all settings |
| Note: |
Depending on the number of rows, Tables will only partly be exported as table and provided with additional data (Excel). Similarly, the Result List will be exported as screenshot provided with a link to an Excel worksheet with all search results. Comments and KPO widgets will be exported as screenshots. |
Exporting an Analysis to PowerPoint in PatentSight Default Format
Create or open an existing workbook you want to export to PowerPoint. Instead of exporting an entire workbook, you can also export only a single sheet or widget of your choice.
Due to space limitations in PowerPoint, we recommend not using more than four widgets on one sheet:
Export your analysis:
Review the export
Each sheet from your workbook will be exported as one slide in PowerPoint:
The default PatentSight export format features the font Roboto, titles in blue, and the PatentSight logo in the bottom left corner of each slide:
Edit the file exported
With most charts being exported as editable charts to PowerPoint, you can edit the charts according to your needs:
Widgets like the Result List will be exported as screenshot (right) with an additional table (left) and embedded Excel data (bottom):
Preparing a Custom Template
Minimum requirements
You can upload your own PowerPoint file (custom template) to PatentSight to download your analyses in your own corporate identity. Your custom template needs to meet the following three minimum requirements:
- A Slide Master with only one Layout Master
The Slide Master of your PowerPoint file may have only one Layout Master. If your template contains more than one Layout Master – which for most templates will be the case –, you will have to delete all Layout Masters but one before uploading the file as custom template into PatentSight. - At least one slide within the PowerPoint file
Your PowerPoint slide deck should contain one slide with a placeholder for widgets. Your slide deck may contain additional slides, such as a title slide or annex.
Note: The additional slides should not contain any placeholders as defined below. - One placeholder defined as container for widgets
Your slide deck needs to contain at least one slide which has a container which will be recognized by the system as container to be used for your charts and tables. This container needs to be named widgets-container. We recommend allowing a sufficient amount of space on the slide for this container.
Prepare your Slide Master
First, access the Slide Master of your PowerPoint slide deck:
Make sure that your Slide Master contains only one Layout Master. If your Slide Master contains more than one Layout Master, delete all other Layout Masters in the Slide Master. We recommend you keep a Layout Master that contains a large placeholder (text field), and optionally a title field and a footer. The placeholder (text field) is the minimum requirement regarding the slide you need to keep in your slide deck, as outlined in the following step.
Note:
Layout Masters can only be deleted if they are not currently used as slide layout in your slide deck! If this is the case, close the Master View, delete the slides concerned or change the format of the this slide, and then access the Slide Master to delete the Layout Masters.
Prepare your slide deck
Once you are done editing your Slide Master, return to the normal slide view:
Your slide deck must contain at least one slide with a placeholder (text field) to insert PatentSight analyses:
To indicate where the contents of your export (charts and tables) should be placed, you need to rename the placeholder (text field) using the following identifier: widgets-container
Change the name of the placeholder into widgets-container. Now the export engine knows where to place your analyses:
Optionally, you can choose to have the sheet titles exported in the title field and details on the search filter and chart settings in the notes section.
Use the following identifier for the title field: #sheet-name#
Use the following identifier for the notes section: #notes-section#
Moreover, you can optionally choose to have additional information (user, customer account, creation date) exported e.g. in a footer using the following identifier:
User: #user#. Customer: #customer#. Retrieve date: #retr-date#.
Finally, save your PowerPoint slide deck to use it as custom template!
Uploading Custom Templates
Uploading a Personal Custom Template
As a PatentSight user, you can upload a Personal Custom Template, which will be only available to you.
PatentSight will validate your custom template. You will be notified if your Personal Custom Template does not meet the requirements. If the widgets-container is missing in your Personal Custom Template, your template will be automatically updated.
Note: A template will not be provided if your PowerPoint file has more than one Master slide, more than one Layout Master, or if the Master slide has no layout at all. In these cases, you need to edit your template.
Once uploaded, you can verify the file name of your Personal Custom Template. template you have uploaded. Via these settings you can also switch back to the standard PatentSight template or delete the template uploaded.
Uploading a General Custom Template (Admins Only)
As a PatentSight admin, you can upload a General Custom Template, which will be available for all users in your PatentSight account.
Once uploaded, you can verify the file name of the General Custom Template.
Optionally, you can add a second General Custom Template, which will also be available for all users in your account.
Once uploaded, the General Custom Templates can be selected by all users within the same PatentSight account.
User view:
If an admin removes a General Custom Template that has been selected by a user, the user will be notified and the user's template settings will be set back to default.
User view:
Exporting an Analysis to PowerPoint in your Custom Template
Your analysis will be exported in the format of your custom template including your additional slides:
Overview of placeholders that can be used in your custom template
| Placeholder | Identifier | Content | |
|
❶ |
Text box |
widgets-container |
Charts and tables (widgets) exported from your workbook |
|
❷ |
Title box |
#workbook-name# |
Title of your workbook |
|
❸ |
Title box |
#sheet-name# |
Title(s) of the sheet(s) in your workbook |
| ❹ | Footer |
User: #user#. Customer: #customer#. Retrieve date: #retr-date#. |
Details on the user, customer account, and creation date |
| ❺ | Notes |
#notes-section# |
Details on search filter settings and chart settings |
| Note 1: |
The text box (❶) identified as widgets-container is the only compulsory placeholder. All other placeholders are optional and may be omitted. |
| Note 2: | All placeholders will be formatted according to your custom template (font, size, positioning, color etc.). |