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Tags

Table of contents

  1. Overview
  2. In-Matik Tagging
  3. Google Add-On
  4. PowerPoint
  5. Formatting
  6. Best Practices

Overview

Tags are what you use to mark up the slides in PowerPoint or Google to indicate where dynamic content should be inserted. The syntax for tags are double curly brackets - {{ }}


In-Matik Tagging

All of your content can be tagged from within Matik single-slide view on the Templates page. Simply click on the element to tag and then select which piece of content should power that tag.


Google Add-On

If your content is in Google Slides then you can use our Google Add-On to add the tags to your slides. The add-on will automatically add the tags to the slides and will add the name of the dynamic content to the alt text for you. Click on this link to install the Google Slides add-on.

Below are a few things to know about the add-on:

  • Authorization - when you click on the add-on, you will be prompted to authorize Google access to your Matik account
  • Template Tags - Lists all the tags (dynamic content) that are currently on each slide within the template (number of the tag is next to the name of the dynamic content for easy reference). You will be led to the slide and object by clicking on the name of the dynamic content in the add-on (the object - i.e. chart, text box, table, etc - will be highlighted)
  • Content Library - click on the “add” button for the dynamic content you want to insert into the slide. You can click on the arrow next to the name of the dynamic content to see the type and description. After clicking the add button, the add-on will automatically add the tag for you in the slide and will insert the name of the object in the alt text for you.
  • Refresh - if you edit the tags manually within the slide, you will need to click on the refresh button at the top of the add-on for it to detect the change.

PowerPoint

In PowerPoint dynamic content, you insert the brackets in the text object as well as the alt text, see screenshot below for an example. Note that you can create a mapping between what is in the text object and the alt text. For example the text box selected in the image below has two pieces of dynamic content - 1 & 2. In the alt text you see the name of each - 1:account_name, 2:qbr_date (for multiple pieces of dynamic content in the same text box, make sure to separate them with a comma).

For charts and table dynamic content you just need to add the name of the dynamic content in the alt text with the curley brackets.


Formatting

To change the output values (e.g. 12398 > 1.24K, 12398 > 12,398), you can add a format during tagging. Formatting can be applied in-Matik or with the Google Add-on during tagging.

For a list of all of the formatting options click below:

Formatting Options

You can also apply formatting options directly in the alt-text by inserting the pipe operator followed by one of the functions below .

  • numberformat: formats the number to be abbreviated. If the number is below one thousand, the entire number will be displayed, if the number is greater than a thousand the number will be abbreviated with a “K” - i.e. 1.2K, if it is greater than one million a “M” will be used. You can indicate the number of decimal places by inputting parenthesis after numberformat
    • Example syntax: {{<dynamic content name>|numberformat(2)}}
    • 12398 > 1.24K
  • commaformat: inserts a comma within the number
    • Example syntax: {{<dynamic content name>|commaformat}}
    • 12398 > 12,398
  • datetimeformat: Dates can be also formatted by using datetimeformat() and specifying the format within the parantheses.
    • Example syntax: {{<dynamic content name>|datetimeformat('%m-%d-%Y')}}
    • 2020-21-12 > 12-21-2020
  • percentformat: Decimals can be formatted to percents using percentformat percentformat(). The value in the parantheses will determine how many significant figures show up in the format.
    • Example syntax: {{<dynamic content name>|percentformat(0)}}
    • 0.899 > 90%
  • listformat: Text dynamic content that is a list can be formatted using listformat listformat(). It optionally takes two arguments: separator (which defaults to ‘,’) and use_and (which defaults to true).
    • Example syntax for dynamic content value: [‘test’, ‘hello’, ‘goodbye’]:
      • formatted with listformat: test, hello, and goodbye
      • formatted with listformat(separator=’- ‘): test - hello - and goodbye
      • formatted with listformat(separator=’- ‘, use_and=false): test - hello - goodbye

Best Practices

You can tag content directly in the alt-text of each object in the slide OR use the add-on in the side panel to Add from the Content Library after selecting the relevant object in the slide. We recommend the latter so you have clear visibility on what dynamic content exists on each slide.

It’s important that tags in each slide have a unique alias associated with a piece of dynamic content. Charts and images do not need to have an alias and can be directly referenced in the alt-text of the object (e.g. {{company_logo}})