Present Ribbons

Present Pro features four ribbons, exposing a range of functionality that can be used to customize the query, and change the report and visualization design and formatting.

These features offer the user a tremendous amount of flexibility when it comes to querying the data model. They also give the user great freedom in terms of defining the look and feel of the presentation.

Run Presentation

The Run Presentation button (orange highlight below) is the first function in the ribbon, and is displayed regardless of the currently selected ribbon. This button is used to launch the presentation in runtime, where you can present and navigate the slides and interact with the visuals and assets.

Ribbon Selection

There are four ribbons which you can toggle between: the presentation (red arrow above), design (green arrow), component (blue arrow), and slide (yellow arrow) ribbons. To access the required ribbon, simply click it's corresponding button as indicated in the image below:

Presentation

The Presentation Ribbon offers quick access to a range of commonly used tools, like slicers, visual interactions, runtime preferences, and design.

Function

Description

Add Interactions

Enable interactions to draw interactions between slicers and visuals, by right clicking and dragging from the slicer to the visual.

Add New Slicer

Open the New Slicer wizard to configure and add a slicer.

Add Text Field

Allows you to add dynamic text presets with slide numbers, slide names, dates, and more. Click the drop down and select a text field.

Auto Interact

Click to automatically add interactions to visuals on the current slide when you select Add Interactions.

Clipboard

Access copy, paste, cut, and delete functions.

From Beginning

Preview your presentation from the beginning. To preview the current slide, click the Pyramid icon in the top left corner.

Interaction Manager

Open the Interaction Manager dialog to define interactions by selecting or deselecting the checkboxes.

Model Mapping

Configure cross model mapping in order to create interactions between visual elements from different data models.

New

Add a new slide to the presentation.

Reset Workspace

If you've moved any of the workspace panels around, or minimized them, you can reset them.

Runtime Settings

Open the Runtime Settings dialog to choose which functions should be available at runtime.

Runtime Timer

Set a presentation timer.

Show Interactions

Click Show Interactions to view and edit the interactions on the current slide.

Show Panels

Show the panels and borders of the visualizations.

Slide Canvas

Click the drop down to change the color of the slide.

Smart Reporting

Open the Smart Reporting tool to create a new data discovery on the fly.

Unlink All

Unlink all content items to embed them in the presentation as separate instances that are not linked to the original assets. You can then make edits to the original, without affecting the copy in Present, and vice versa.

Design

The Design Ribbon exposes functionality that enables the user to customize the design of the presentation. This includes tools that assist in placing assets on the canvas (like grid and guides).

From here, the user can also select a design theme for the presentation, and change the background color.

Function

Description

Canvas Size

Change the canvas size by selecting a preset from the drop-down. Alternatively, select Custom to set a custom canvas size.

Design Themes

Select a design theme.

Display

Change the display size.

Grid

When using a fixed layout, toggle the grid button to turn the grid on or off.

Guides

Add guidelines to help organize the layout of your presentation.

Import Images

Import an image from its folder location.

Presentation Background

Change the color of the background behind the canvas.

Reset Formatting

Undo any formatting changes.

Set Aspect

Change the aspect ratio to suit your device.

Show Ruler

Click to enable or disable the ruler along the top and left side of the canvas.

Snap to Grid

Enable Snap to Grid to easily place visuals along the grid lines.

Component

From the Component Ribbon, users can customize elements at visualization level. This ribbon offers settings and formatting choices that affect the look and feel of the current item. The functions exposed in the Component Ribbon depend of the currently selected visualization or asset type, with each function developed to address the various formatting and design considerations that are specific to the corresponding item.

Note: to access these functions, left click select the relevant component on your slide.

Function

Relevant Function

Description

Actions

Visualization

Configure presentation actions.

Background

Visualization; Slicer

Change the background color of the selected visual or slicer.

Breadcrumbs

Visualization

Toggle breadcrumbs on or off for the selected visual.

Clipboard

Dynamic Text

Copy, paste, and cut dynamic text.

Dynamic Place Holder

Dynamic Text

Allows you to build slicer-driven dynamic text.

Dynamic Text

Dynamic Text

Click to open the Dynamic Text wizard to configure dynamic text from within your presentation.

Font

Dynamic Text

Change font type, size, color, emphasis, shadow, strike through, spacing, letter case, background color, text box border color, textbox border width, and text background color.

Foreground

Slicer

Change the color of the slider's title.

Graphic Text

Dynamic Text

Click the drop down to change the size of text.

Grid Alignment

Grid Visualization

Change the alignment of the grid within the visual tile.

Legend

Visualization

Toggle to enable or disable the legend of the given visual.

Paragraph

Dynamic Text

Change paragraph formatting.

Scale Mode

Visualization

Change the scale of the selected visual.

Search and Replace

Dynamic Text

Replace text: write the text to be replaced or modified in the search box, and the text that should replace it in the replace box, and then click Replace.

Show Highlights

Dynamic Text

Toggle to enable or disable highlighting of dynamic text.

Show Panel

Visualization

Show or hide the visualization panels and borders for the selected visual. Click the drop down to change the panel settings.

Styles

Dynamic Text

Select from different heading styles.

Text Fields

Dynamic Text

Allows you to add dynamic text with slide numbers, slide names, dates, and more. Click the drop down and select a text field.

Title

Visualization

Toggle the visualization title on or off for the selected visual.

Unlink

Visualization

Unlink the selected content item to embed it in the presentation as separate instance that is not linked to the original asset. You can then make edits to the originals, without affecting the copy in Present, and vice versa.

Slide

The Slide Ribbon offers a range of tools aimed at customizing the current slide.

Function

Description

Add Interactions

Enable interactions to draw interactions between slicers and visuals, by right clicking and dragging from the slicer to the visual.

Arrange

Use these functions when using layers, to send items forward or backward.

Auto Interact

Click to automatically add interactions to visuals on the current slide when you select Add Interactions.

Breadcrumbs

Toggle the visualization breadcrumbs on or off for all visuals on the current slide.

Interaction Manager

Open the Interaction Manager dialog to define interactions by selecting or deselecting the checkboxes.

New

Add a new slide.

Remove All

Remove all interactions from the current slide.

Show Interactions

Click Show Interactions to view and edit the interactions on the current slide.

Show Panels

Show or hide the visualization panels and borders for all visuals on the current slide. Click the drop down to change the panel settings.

Slide Canvas

Change the color of the slide canvas.

Order

Change the stacking order of the selected item, as layered on the canvas.

Alignment

Align an item to a location on the page, or align a collection of items to each other.

Distribute

Tools to vertically or horizontally space a collection of items; you must select at least 3 items to enable the distribute tool.