Liven Up PowerPoint Documents With Charts

Subscribe to Our Blog

Get weekly updates
straight to your inbox

Submit your email address to subscribe.

By submitting this form you confirm that you agree to the storing and processing of your personal data by Conga as described in our Privacy Statement.

Looking to add more visual appeal to your PowerPoint document? Consider adding charts. Charts in a Conga PowerPoint document are populated with the data results of a Conga query.  The custom object, Conga Query, makes it easy to build and store SOQL queries.  As such, you’ll want to have an understanding of SOQL queries before beginning.  Check out our documentation or webinars on SOQL queries and Conga Composer. Let’s get started.

  • Create a Conga query
    You’ll want to include two fields from Salesforce – a category and an aggregated numeric field.  Maybe you’re creating a quarterly performance report and want to display opportunity revenue grouped by type. The Conga query would look something like this:

SOQL Select Statement

The field, “Type” is the category field and the field “Amount” is the aggregated numeric field.  Additional criteria has been included in the query, including the opportunity stage and opportunity close date time frame.

  • Add the Conga query and DisableRowNums parameter to your Composer button/link
    Once you have your query ready to go, add the query id to your Composer button/link URL, along with the parameter, “DisableRowNums.”  To help keep track of what data is being gathered in the query, it’s a good idea to give your query an alias. This query can have an alias of “RevenueLastQ” so our addition to the Composer button/link URL would look like this:

&QueryId=[RevenueLastQ]a03j0000003eRwk?pv0=
&DisableRowNums=1

We can append ?pv0= to the query ID in our button/link URL so Composer doesn’t attempt to pass any filter values to the query.

The parameter, “DisableRowNums” is important to include as it eliminates the ROW_NUMBER field from appearing in the Conga query results. The field, ROW_NUMBER, is used to number the results of the query, but it wouldn’t typically make sense to include this data in the PowerPoint chart.

After adding your query to the button/link URL, it can be helpful to generate a quick View Data workbook and confirm there are no issues with your query.

  • Add a chart to your PowerPoint template
    Let’s say we want to create a simple column bar chart to display the revenue by type from last quarter.  We’ll go ahead and insert this chart type in our template (NOTE: Stacked charts are not currently supported).  You can format a chart axis, title, legend, colors, etc. as you would with any chart. When it comes to selecting the data for the chart area, unless you know you will always have the same number of categories returned in the query results, it’s best to resize the chart data range.  Include just one category value and one series value.  Composer can dynamically expand the chart data range to accommodate additional data categories, but cannot contract the data range.  In other words, if you leave 4 values in the chart data range, but your query only returns 3 values, you will end up with an extra value in your chart.  Use the “Select Data” option in your ribbon to format the chart data range.chart_data
  • Link the PowerPoint chart to the Conga query
    Single-click the chart and navigate to the “Format” tab in the ribbon.  Locate the “Size” section and click in the lower right corner to expand the “Size & Position” flyout.

 

Upsell vs. new business

Locate the “Alt Text” section and in the “Description” field, enter the query dataset name using this convention:

{{DatasetName}}

In our example, we gave our query an alias of “RevenueLastQ” so we will enter a value of

{{RevenueLastQ}}

in the “Description” field.

ALT Text

  • Merge!
    After saving the changes to the template, you’re ready to merge the document and check out the results of your work. We can see in our merged output below that Composer expanded the chart data range to include 2 categories – “Upsell – Existing Customer” and “New Customer.”

Revenue Last Quarter 2

Have an awesome PowerPoint chart solution?  Let us know.  We’d love to hear about it.congasphere.com/plan/Using_SOQL_Queries_with_Conga.htm

0 Shares

Leave a Reply

Your email address will not be published. Required fields are marked *