Add Dynamic Text

Dynamic text is user-built data-driven text that is linked to a data discovery. The text includes dynamic PQL or MDX functions in order to obtain and display the required information. When the presentation is launched in runtime, the dynamic text is rendered, showing the current data-driven values of the given dynamic functions.

Dynamic text offers a way to draw attention to insights that require attention, placing the data-driven content on the presentation slide.

There are two ways to add dynamic text to your reports:

  • Add dynamic text that was built in Illustrate
  • Use the dynamic text wizard in Present

Note: dynamic text supports grid visuals only.

Add Dynamic Text from Illustrate

You can easily add dynamic text from Illustrate by locating it in the Content panel in Present. As with adding any other visuals to your presentation, simply find the required text in the folder tree and drag it onto the canvas.

See Build Dynamic Text for step by step instructions.

Configure Dynamic Text in Present

You can build dynamic text from on the fly within Present.

  • Add a text box to the slide and write the required text
  • Highlight the text that should be dynamic
  • Use the dynamic text function in the text ribbon to replace the relevant text with dynamic values
  • From the content tree in the lower panel, select the required grid, and then choose the specific cell(s) that should be injected into the text
  • To learn about the functions and formats available in the Formula panel, click here

Add a Text Box

Add a static text box by clicking the text box icon (green highlight below) from the canvas menu. Alternatively, right click to open the text box menu where you can select a static text box or a graphic text box.

After you select the text box, the canvas will be highlighted in blue; left click on the location where the text box should be added.

Resize and position the textbox as needed. Right click on the textbox to open its context menu. You can open it in Illustrate or save it to the CMS.

Click on your text box to enable text functions from the Component ribbon; in this example, the font options (green highlight below) were used to add a background color, increase the border width, and change the border color. A header was also applied from the Styles options (red highlight). You can also add dynamic text, dynamic place holders, and text fields from the Component ribbon.

Walkthrough: Build Dynamic Text


Add a textbox to the slide by clicking the Text icon in the canvas menu. In the textbox, write the required text.


Remove the words that should be dynamic, and place the cursor in the space where the dynamic text should appear. Click the Dynamic Text button from the Component ribbon to open the Dynamic Text wizard.


In the Content panel, find and select the grid you want to base your dynamic text on. You must select a grid, as dynamic text is supported for grids only.


Select the relevant cell, and apply any relevant query, math, or date functions and define the format. Test your dynamic text, and then click Apply.


Your dynamic text will be added to the slide.


NEXT: Learn About Dynamic Place Holders