PowerPoint has a rich array of charting capabilities and Conga Composer lets
you generate charts using Salesforce data. Your Salesforce data should be aggregated on
some numeric field. Because Salesforce SOQL Queries (and Conga Queries) make it easy to
aggregate on numeric fields, they’re ideal for retrieving data compatible with
PowerPoint charts.
Attention: PowerPoint templates have the following limitations: PowerPoint does not allow locking label positions in Pie charts. Label placement always auto-adjusts after data changes. Manual positioning is not preserved for dynamic data.
To create a chart within a PowerPoint template:
Create a Conga Query (SOQL) that pulls two fields from Salesforce: a category and an aggregated numeric field.
SELECT LeadSource, SUM(Amount) FROM
Opportunity GROUP BY LeadSource or SELECT Status, COUNT(Id) FROM Case
WHERE AccountId = '{pv0}' GROUP BY Status ORDER BY Status ASC
After the Conga Query is saved and included in the Conga
Composer button, it appears on the Template Builder window as QueryData. In
this example, the first column will be used for the column labels (category)
and the numeric values will be used for the bar height (series).
Use the &DisableRowNums parameter in your button or
link URL to remove the row numbers from your query dataset. Otherwise, the
row numbers will appear in the chart.
In your PPTX template, select the slide to contain the chart.
ClickInsert > Chart .
Select a chart style.
PowerPoint opens an Excel workbook with Sample data.
(Optional) Format the chart.
Link the chart to your Conga Query:
Click on the chart. The Format Chart Area panel will appear. Click Chart Options, then click
Size &
Properties.
Expand the Alt Text
drop-down to show the Title and Description fields.
On the Alt Text tab in the Description
field, enter the DatasetName that contains the data to chart using the
following convention: {{DatasetName}}. In the image above, we used
{{RevenuebyFam}}. The data found on the QueryData sheet will be inserted into
the Chart because we referenced {{QueryData}}. The merge process renders the
chart with the data from the dataset referenced.
