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QuickStart for Admins

Table of contents

  1. STEP 1: CREATE NARRATIVE AND UPLOAD TEMPLATE
  2. STEP 2: CONNECT TO DATA SOURCE
  3. STEP 3: CREATE DYNAMIC CONTENT
  4. STEP 4: ADD TAGS
  5. STEP 5: TEST TEMPLATE

STEP 1: CREATE NARRATIVE AND UPLOAD TEMPLATE


First, create your first narrative in either PowerPoint or Google Slides. This narrative will be the basis for your ongoing development in Matik.

Next you can upload your slides to Matik. First, navigate to the Templates tab by clicking on the templates icon in the navigation bar. Then, connect to your template by either uploading a PowerPoint file or connecting to your Google Drive and selecting a Slides document.


STEP 2: CONNECT TO DATA SOURCE


Once you have created your slides in PowerPoint or Google Slides, navigate to Matik and connect to your first data source:

  • Click on Add Data Source in the upper left, then select your data source from the dropdown menu.
  • Select your data source from the dropdown menu at the top of the form.
  • Enter your credentials in order to give Matik access to the data source

Jump to Data Sources for more information on this topic.


STEP 3: CREATE DYNAMIC CONTENT


After connecting to a data source, navigate to the Dynamic Content tab by clicking on the Dynamic Content icon in the navigation bar at the top of the page.

Create your first piece of dynamic content by using the following steps:

  1. Click on Add Dynamic Content in the upper left to create a new piece of dynamic content.
  2. Enter a name for the dynamic content. NOTE: This name will be matched on in the template, so avoid using spaces in the name and make it unique.
  3. (Optional) Enter a description for the dynamic content.
  4. (Optional) Add Tags to dynamic content to classify them and make sorting or searching a breeze.
  5. Choose an output for the dynamic content. The output of the dynamic content can either be a text, chart, table, image, or conditional.
  6. Select the method that the dynamic content will use to fetch the content. End User input means that the dynamic content will be whatever the user inputs for a given Input. Query means that the content will come from a query-based data source and API means that the content will come from an API-based data source.
  7. Select the data source you created in step 2 for the method you’ve created
  8. For query-based dynamic content, you will need to input a SQL query. Within the SQL query you can add Inputs that will be required to be populated by the End User to customize the query. Click here to learn more about Inputs.
  9. Once you have a query entered, you can test it using the ‘Test Query’ button

Below is an example of SQL-based, database driven dynamic content for purchased_seats


-- SQL query for purchased seats.  `&:` represents a Input in the query

SELECT sum(purchased_seats) as total_seats
FROM postgresql.public.qbr_data
WHERE company_name = &:client_name
	and contract_id in &:contract_ids
	and quarter = &:qbr_date
	and time = 'Quarterly'

Learn more about Dynamic Content


STEP 4: ADD TAGS


Once you’re ready to tag the dynamic content you created, go back to your template that you originally updated.

If you’re using Google Slides, the first thing you need to do is install the Google Slides Add-on to make tagging easier. Once you install the add-on it will be found in the Add-Ons tab on the top of the Google Slides. Below is a quick overview of how to use the add-on to tag your template.

For PowerPoint, you will need to manually add the tag to the alt-text objects of each element by the following these steps. For each tag that you place onto a slide you will need to edit the alt text of the object and add the name of the dynamic content. Make sure you edit the description of the alt text, not the title. Right click on the text object > click format shape > click on the size & properties icon > Alt Text)

For the example slide above, the description field in the alt text for the 2 tag is:


{{ 2:purchased_seats }}

Learn more about Tags



STEP 5: TEST TEMPLATE


Make sure to re-sync your template in Matik after tagging your content clicking the sync icon in the template in Matik shown below:

If there is a match for every tag, then you can test the template before pushing live to your End Users. Click on the Generate Presentation button in the upper right had corner. (If you see a red exclamation point next to a piece of content on the right side bar, this indicates that Matik was unable to match your tag to your content.)

The pop up window below will appear and you will be asked to input the Inputs for the template. Once you entered the Inputs your presentation will be generated (note that if it does not open a new window, please check your pop-up blocker has been turned off).