Hello,
I am trying to generate a monthly report (in ppt) from the content of a SharePoint list. I would like the ppt split into sections per team and then populate a table with the tasks undertaken by that team. I am able to create a JSON table with tasks no problem, but I am not sure how to add a list of tasks within each of the teams in JSON. Essentially I am creating an array of arrays from what I can tell, though I can't create this using Append to Array variable.
Please help!
best regards,
Phil
Hi @phil-nc
Can you please Mock up what you want it to look like, much easier than trying to figure out from the paragraph. Happy to help just want to make sure what the final thing is. Then no issues.
If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others
Cheers
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey
Hi @FLMike ,
Thanks so much for your prompt reply.
I have a SharePoint list which looks something like:
Product / deliverable | Responsible | Status | Work programme | Jun | Jul | Aug |
Deliverable1 | Person1 | Not started | Data Systems | Work undertaken on Deliverable1 | Work planned for Deliverable1 | Work planned for Deliverable1 |
Deliverable2 | Person1 | On track | Data Systems | Work undertaken on Deliverable2 | Work planned for Deliverable2 | Work planned for Deliverable2 |
Deliverable3 | Person2 | On track | Data Systems | Work undertaken on Deliverable3 | Work planned for Deliverable3 | Work planned for Deliverable3 |
Deliverable4 | Person4 | On track | Management | Work undertaken on Deliverable4 | Work planned for Deliverable4 | Work planned for Deliverable4 |
Deliverable5 | Person4 | Not started | Management | Work undertaken on Deliverable5 | Work planned for Deliverable5 | Work planned for Deliverable5 |
Deliverable6 | Person3 | Behind schedule | Data Systems | Work undertaken on Deliverable6 | Work planned for Deliverable6 | Work planned for Deliverable6 |
Deliverable7 | Person5 | On track | Management | Work undertaken on Deliverable7 | Work planned for Deliverable7 | Work planned for Deliverable7 |
Deliverable8 | Person5 | On track | Management | Work undertaken on Deliverable8 | Work planned for Deliverable8 | Work planned for Deliverable8 |
Deliverable9 | Person5 | On track | Management | Work undertaken on Deliverable9 | Work planned for Deliverable9 | Work planned for Deliverable9 |
Deliverable10 | Person1 | Not started | Data Systems | Work undertaken on Deliverable10 | Work planned for Deliverable10 | Work planned for Deliverable10 |
Deliverable11 | Person1 | Not started | Data Systems | Work undertaken on Deliverable11 | Work planned for Deliverable11 | Work planned for Deliverable11 |
Deliverable12 | Person4 | Completed | Pubs & Comms | Work undertaken on Deliverable12 | Work planned for Deliverable12 | Work planned for Deliverable12 |
Deliverable13 | Person4 | On track | Pubs & Comms | Work undertaken on Deliverable13 | Work planned for Deliverable13 | Work planned for Deliverable13 |
Deliverable14 | Person4 | Behind schedule | Pubs & Comms | Work undertaken on Deliverable14 | Work planned for Deliverable14 | Work planned for Deliverable14 |
Deliverable15 | Person4 | On track | Pubs & Comms | Work undertaken on Deliverable15 | Work planned for Deliverable15 | Work planned for Deliverable15 |
Normally there would be Jan-Dec, but I have only kept Jun/Jul/Aug. This list is being used as a basic annual workplan so it collects progress against deliverables for months which have passed and planned work (priorities) for future months. When a month passes, staff update the planned work with actual work.
On a monthly basis I would like to produce a report - currently I am trying to do this as a ppt presentation using Plumsail- though it could potentially be done in HTML or something else and saved as PDF. Using Plumsail I guess means its easy to create a pretty ppt presentation and then use tokens to substitute data from JSON.
So this month (July) I would like to produce a report where I generate a ppt slide or page (if PDF, doc etc) per Work Programme with a table containing deliverable;person responsible;status;last month update (jun column);this month priorities(jul column). This would therefore look something like:
Page 1: Data Systems
Product / deliverable | Responsible | Status | Jun (last month) | Jul (this month) |
Deliverable1 | Person1 | Not started | Work undertaken on Deliverable1 | Work planned for Deliverable1 |
Deliverable2 | Person1 | On track | Work undertaken on Deliverable2 | Work planned for Deliverable2 |
Deliverable3 | Person2 | On track | Work undertaken on Deliverable3 | Work planned for Deliverable3 |
Deliverable6 | Person3 | Behind schedule | Work undertaken on Deliverable6 | Work planned for Deliverable6 |
Deliverable10 | Person1 | Not started | Work undertaken on Deliverable10 | Work planned for Deliverable10 |
Deliverable11 | Person1 | Not started | Work undertaken on Deliverable11 | Work planned for Deliverable11 |
Page 2: Management
Product / deliverable | Responsible | Status | Jun | Jul |
Deliverable4 | Person4 | On track | Work undertaken on Deliverable4 | Work planned for Deliverable4 |
Deliverable5 | Person4 | Not started | Work undertaken on Deliverable5 | Work planned for Deliverable5 |
Deliverable7 | Person5 | On track | Work undertaken on Deliverable7 | Work planned for Deliverable7 |
Deliverable8 | Person5 | On track | Work undertaken on Deliverable8 | Work planned for Deliverable8 |
Deliverable9 | Person5 | On track | Work undertaken on Deliverable9 | Work planned for Deliverable9 |
If its not too much, there are two other things I am trying to do:
Does this make sense?
Thanks so much!
Phil
Hi Michael,
Thanks so much for your prompt reply.
I have a SharePoint list which looks something like:
Product / deliverable | Responsible | Status | Work programme | Jun | Jul | Aug |
Deliverable1 | Person1 | Not started | Data Systems | Work undertaken on Deliverable1 | Work planned for Deliverable1 | Work planned for Deliverable1 |
Deliverable2 | Person1 | On track | Data Systems | Work undertaken on Deliverable2 | Work planned for Deliverable2 | Work planned for Deliverable2 |
Deliverable3 | Person2 | On track | Data Systems | Work undertaken on Deliverable3 | Work planned for Deliverable3 | Work planned for Deliverable3 |
Deliverable4 | Person4 | On track | Management | Work undertaken on Deliverable4 | Work planned for Deliverable4 | Work planned for Deliverable4 |
Deliverable5 | Person4 | Not started | Management | Work undertaken on Deliverable5 | Work planned for Deliverable5 | Work planned for Deliverable5 |
Deliverable6 | Person3 | Behind schedule | Data Systems | Work undertaken on Deliverable6 | Work planned for Deliverable6 | Work planned for Deliverable6 |
Deliverable7 | Person5 | On track | Management | Work undertaken on Deliverable7 | Work planned for Deliverable7 | Work planned for Deliverable7 |
Deliverable8 | Person5 | On track | Management | Work undertaken on Deliverable8 | Work planned for Deliverable8 | Work planned for Deliverable8 |
Deliverable9 | Person5 | On track | Management | Work undertaken on Deliverable9 | Work planned for Deliverable9 | Work planned for Deliverable9 |
Deliverable10 | Person1 | Not started | Data Systems | Work undertaken on Deliverable10 | Work planned for Deliverable10 | Work planned for Deliverable10 |
Deliverable11 | Person1 | Not started | Data Systems | Work undertaken on Deliverable11 | Work planned for Deliverable11 | Work planned for Deliverable11 |
Deliverable12 | Person4 | Completed | Pubs & Comms | Work undertaken on Deliverable12 | Work planned for Deliverable12 | Work planned for Deliverable12 |
Deliverable13 | Person4 | On track | Pubs & Comms | Work undertaken on Deliverable13 | Work planned for Deliverable13 | Work planned for Deliverable13 |
Deliverable14 | Person4 | Behind schedule | Pubs & Comms | Work undertaken on Deliverable14 | Work planned for Deliverable14 | Work planned for Deliverable14 |
Deliverable15 | Person4 | On track | Pubs & Comms | Work undertaken on Deliverable15 | Work planned for Deliverable15 | Work planned for Deliverable15 |
Normally there would be Jan-Dec, but I have only kept Jun/Jul/Aug. This list is being used as a basic annual workplan so it collects progress against deliverables for months which have passed and planned work (priorities) for future months. When a month passes, staff update the planned work with actual work.
On a monthly basis I would like to produce a report - currently I am trying to do this as a ppt presentation using Plumsail- though it could potentially be done in HTML or something else and saved as PDF. Using Plumsail I guess means its easy to create a pretty ppt presentation and then use tokens to substitute data from JSON.
So this month (July) I would like to produce a report where I generate a ppt slide or page (if PDF, doc etc) per Work Programme with a table containing deliverable;person responsible;status;last month update (jun column);this month priorities(jul column). This would therefore look something like:
Page 1: Data Systems
Product / deliverable | Responsible | Status | Jun (last month) | Jul (this month) |
Deliverable1 | Person1 | Not started | Work undertaken on Deliverable1 | Work planned for Deliverable1 |
Deliverable2 | Person1 | On track | Work undertaken on Deliverable2 | Work planned for Deliverable2 |
Deliverable3 | Person2 | On track | Work undertaken on Deliverable3 | Work planned for Deliverable3 |
Deliverable6 | Person3 | Behind schedule | Work undertaken on Deliverable6 | Work planned for Deliverable6 |
Deliverable10 | Person1 | Not started | Work undertaken on Deliverable10 | Work planned for Deliverable10 |
Deliverable11 | Person1 | Not started | Work undertaken on Deliverable11 | Work planned for Deliverable11 |
Page 2: Management
Product / deliverable | Responsible | Status | Jun | Jul |
Deliverable4 | Person4 | On track | Work undertaken on Deliverable4 | Work planned for Deliverable4 |
Deliverable5 | Person4 | Not started | Work undertaken on Deliverable5 | Work planned for Deliverable5 |
Deliverable7 | Person5 | On track | Work undertaken on Deliverable7 | Work planned for Deliverable7 |
Deliverable8 | Person5 | On track | Work undertaken on Deliverable8 | Work planned for Deliverable8 |
Deliverable9 | Person5 | On track | Work undertaken on Deliverable9 | Work planned for Deliverable9 |
If its not too much, there are two other things I am trying to do:
Does this make sense?
Thanks so much!
Phil
If the end result is a PDF, you can either populate a word document or a PPTX file and then convert to PDF. It will depend on your formatting preferences really.
If you have premium licensing, you may be able to do this using the Word connector. I say "may" because you may have repeating images (and unknown quantity) which the native connector does not handle well. Also, image scaling/formatting isnt handled well.
If you don't have premium licensing or want more control for repeating images and their dimensions / scaling, then you can quite easily do this with Encodian actions:
Populate Word Document or Populate PowerPoint
The template syntax between the two document formats is largely the same. Check out the template syntax for Word templates here (Template Syntax for Populate Word) and template examples for how to deal with tables, images, etc (Template Library).
The only difference in PPTX is that you will have to populate each slide independently (in a for each loop) and then Merge Presentations at the end. In the word file, you can use control characters such as page breaks etc and repeat content per page more easily.
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