PowerPoint Add-in Overview

  • Gives you the ability to create interactive PowerPoint presentations using live data and charts and graphs from your Dashboard.
  • You can do live drill-downs and filters during a PowerPoint presentation.
  • No more 'copy paste' from Excel and more importantly, no more 'broken links'.

dashboard_powerpoint_link.png

Key Features

Here's a summary of how you can create interactive presentations or update monthly reports in minutes.

Feature Find Out More
Use the latest version of your data in your presentation. With the PowerPoint Add-in, your data will always be up to date once your PowerPoint file has been saved to the database. PowerPoint Add-in
Drill Down or filter charts and graphs during a presentation. Drill Down &
PowerPoint Add-in
**Share your presentation via a link or export to pdf ** Publishing - Fundamentals

Prerequisites

  • Windows 10 or higher
  • Microsoft Power Point 2016 or higher
  • Permissions: The installation will prompt UAC screen (Admin) during the installation as Datarails requires Visual Studio Office Runtime Tools 2010 in order to run.
  • Firewall/Networking:
  • Whitelisting:
    • If required, add: 104.25.189.22 and 104.25.188.22

Installation Steps

  1. Close all Microsoft Office files and programs before starting the installation.
  2. Log into DataRails.
  3. To the right of your name, click the dropdown and select Download PowerPoint Add-in.
  4. Click Download and follow the installation instructions.
  5. If you get other messages during the installation see the section Troubleshooting Open Files During the Installation.
  6. During the installation, this screen will show:
    powerpoint_add-in_installation_customization.png
  7. Click Install.
  8. At the end of the wizard, click OK.
  9. Next, log into Datarails to complete the process.
  10. Open PowerPoint. The Datarails Add-in will be added to the PowerPoint ribbon.
    powerpoint_ribbon.png
  11. You're now good to go using Datarails from PowerPoint.

Certification

The installation file and all the other .exe / .dll files are signed by Symantec Extended Validation (EV) Code Signing Certificate. The installation is packaged using NSIS installation software.

Command-Line Switches

These are optional.

Item Description
/S Runs the installer silently and installs to a default directory unless specified otherwise.
Example: DataRailsInstall.exe /S
Target Directory "/DIR=my_path". Wrap the parameter and the value in double-quotes.
Target Path The path will be %PROGRAMFILESX86%\DataRails Sync App unless specified otherwise

In rare cases, the default temp directory (used by installer to extract files) might be blocked
by the organization's domain policy. To specify a different temp directory, use "/TEMP=temp_path" command line switch. Wrap the parameter and the value in double quotes. The temp_path must be writable.
Example: Install.exe "/TEMP=c:\temp"

Troubleshooting

In case some cases PowerPoint or other Office applications may be running behind the scenes or you may still have Office files open. If that's the case, you'll get this warning message.
powerpoint_add-in_installation_other_apps_running.png

  1. Click Yes to close all Office applications manually, or No to allow the Datarails setup to close all other office applications. Note that any unsaved data may be lost.
  2. You should then continue with the installation.



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