Building your presentation using Present Lite is an intuitive and flexible process, with each action achieved either manually through a simple point-and-click functionality or using natural language prompts in the Chatbot.
There are two main components of building a presentation; first adding the data-driven content items that communicate your analytic information to your viewer, and second updating the design and formatting of the slides and of the whole presentation. Together, they allow you to create a meaningful and professional-looking presentation that will satisfy the needs of different audiences.
Note: The Present Pro experience, for users with a Pro license, gives you access to an advanced version of the app; this provides you with more functionality and more flexibility than users of the Lite app, but is also more complex to use.
Build your presentation
Getting started
If this is the first time you have used Present Pro, or you want to walk through a step-by-step presentation-building process to get familiar with the steps, you should follow our getting started exercises:
- To learn how to use the Chatbot, see Exercise: Building a Presentation using the Chatbot
- To learn how to use Present Pro, see Exercise: Building a Presentation with Present Lite
Tip: It is important to note that using the Chatbot will add content items (visuals, slicers, KPIs, and so on) and add a title, a layout, an insights panel, and so on, all in one move and all in response to your natural language prompts. You might, therefore, want to consider creating your analytic content using Chatbot in the first instance and only editing those visuals using the manual steps described in this section.
Add or change content
New presentation
Create a new, empty, presentation. Once this presentation is created, you can manage its content and formatting following the subsequent sections.
- For more information, see Building a new presentation in Present Lite
Content items
Add data-driven or other content items to your slides. You can select existing or create new visuals, add slicers that let you filter the presentation's content items at runtime, add dynamic, variable text field, or static text boxes, add infographics built in Illustrate, and so on. The options for performing these tasks are available from the Present Lite Toolbox, to the side of the canvas.
- For more information, see Adding content
Interactivity
Add interactions to your presentations. Interactions enable runtime interactivity, specifying which visuals and other dynamic assets should be filtered, highlighted, and synchronized in response to selections or multi-selections from other slicers or visuals at runtime.
- For more information, see Managing Interactions
Update design and formatting
Select theme and use layout tools
You can make the design of your presentation consistent by adding a theme that applies to the whole presentation, deciding whether to include a cover page, and adding design elements to the slides such as titles, footers, and so on. You can also make use of the snap to grid, alignment, and grouping functions that help you to professionalize your presentation. The options are typically available from Present Lite's ribbon, above the canvas.
- For more information, see Formatting and Design