Data storytelling: Generate slide presentations from Workspace reports generate-powerpoint
Users with the necessary permissions can automatically generate .pptx presentations based on Analysis Workspace projects. When generating these slide presentations, Customer Journey Analytics automatically creates a story from your data by identifying key insights and converting them into stakeholder-ready slides.
This generated data story reduces the time, effort, and expertise required to surface findings from a Workspace project. Analysts can focus more on data exploration, while allowing Customer Journey Analytics to build and format the executive narrative and communicate the business impact to stakeholders.
Understand data stories in slide presentations
A data story is the narrative that Customer Journey Analytics creates based on your Workspace data. Using generative AI, Customer Journey Analytics identifies important themes within the panels and visualizations that you choose to include in your slide presentation. It generates insights, then goes through a deduplication and scoring process to identify a subset of insights to use to create the data story.
The following sections describe the additional value that data stories provide, the necessary elements of a project that help shape the narrative, and key elements that are included in the .pptx presentation output.
Additional value provided by data stories
Data stories provide value and insights to a Workspace project by making data accessible to users who are less experienced in data analysis.
Data stories supplement an analysis for a given Workspace project by:
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Providing additional context
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Highlighting important insights
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Assessing whether certain variables are being under-valued or over-valued
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Calling out hidden trends, anomalies, and other contributing factors
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Giving ideas for next steps
Project elements that shape data stories
Analysis Workspace creates data stories by considering the following project elements:
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Inter-dimension and inter-metric relationships
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The individual elements that form the basis of the analysis (dimensions, metrics, filters, freeform table structure, visualizations, and panels)
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The names given to the panels, tables and visualizations
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The ordering of metrics in a freeform table (to determine priority)
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The ordering of visualizations in a panel (to determine priority)
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Summary numbers and summary texts (to determine metrics that need to be highlighted in the data story)
Presentation elements of a data story
Data stories consist of a title slide, executive summary slide, detail slides, and section dividers.
Title slide: Shows the title and presenter name that you specify. Information shows in the speaker notes that describes the process of how the theme and narrative were created, how many insights were generated and used, and which panels were used.
Executive summary: Prioritizes the highest-value insights and crafts an overarching story that is between 1 and 5 sentences in length.
Detail slides: Generates insights related to any tables, panels, or visualizations in a Workspace project. Insights consist of trends, seasonalities, anomalies, and correlations.
Section dividers: Divides insights with appropriately placed and named section dividers.
Generate a .pptx presentation based on a Workspace project
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Go to the Workspace project that contains the data that you want to use as the basis of your slide presentation.
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Select Generate slides in the upper-right corner of the page.
The Generate slides dialog displays.
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Specify the following information:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 Option Description Cover title Specify a title for the presentation. This title appears on the title slide of the presentation. Include presenter name Specify the name of the presenter. This name appears on the title slide of the presentation, below the cover title. Panels and visualizations to include Choose the panels and visualization that you want to include in the presentation. You can include up to 50 visualizations.
Most panels and visualizations are supported. For information about unsupported panels and visualization, see Unsupported project elements and features.
Emphasize components Choose the metrics and dimensions from your visualizations that you want to emphasize in the presentation. The components you choose are ranked higher and given more weight when the themes and overarching narrative of the data story is created.
When no emphasis is applied, components show in presentations as follows:
- Metrics and dimensions: Italics
- Dimension items: Quotation marks
When emphasis is applied, components show in presentations as follows:
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Metrics and dimensions: Italics and bold
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Dimension items: Bold when the corresponding dimension is emphasized
A color is also applied to the dimension item when the dimension item is highlighted in the chart.
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(Conditional) Select Default theme if you want to generate slides in fewer steps, and if a corporate theme is not required for your slide presentation.
Simply choose the color theme of your presentation by selecting the desired color.
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(Conditional) Select Upload template if your slide presentation needs to match a corporate theme. This option requires that you upload a custom template and apply your custom styles.
The most recent custom template you upload is stored locally in your browser cache, and is available when generating future slide presentations.
To upload a custom template, do either of the following:
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(Recommended) Download a blank template and modify it.
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Download this blank template.
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Apply your custom styles to the blank template.
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Re-upload the template without changing any master layout names:
From your file system, drag your blank template that has your custom styles applied to the drop area.
Or
Select Browse, then browse to and select your blank template that has your custom styles applied from the file system.
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In the Layout mapping section, each slide layout that is used in generated presentations is automatically mapped to a slide from your uploaded theme. Review the selections to make sure they are correct.
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(Conditional) If a slide layout is mapped incorrectly, select Change selection above the slide that was chosen from your uploaded presentation, then choose the slide that matches the layout.
Repeat this process for each slide that was incorrectly mapped.
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Upload a custom template directly.
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From your file system, drag your custom template to the drop area.
Or
Select Browse, then browse to and select your custom template from the file system.
Make sure that the uploaded file has master layouts with the following names: “Title_Slide,” “Section_Divider,” “Title_Text,” “Title_Chart,” “Title_Two_Content_Mixed,” “Title_Three_Content_Mixed.”
Up to 15 master layouts are supported.
.pptx and .potx files up to 25MB in size are supported.
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In the Layout mapping section, each slide layout that is used in generated presentations is automatically mapped to a slide from your uploaded theme. Review the selections to make sure they are correct.
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(Conditional) If a slide layout is mapped incorrectly, select Change selection above the slide that was chosen from your uploaded presentation, then choose the slide that matches the layout.
Repeat this process for each slide that was incorrectly mapped.
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Select Export PPT.
The .pptx presentation is automatically downloaded to your workstation.
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(Recommended) Open the .pptx presentation and review it. Make any needed changes.
Permission requirements to generate slides
The ability to generate slides is enabled by default for all users in organizations that have the required licensing.
Product profile administrators whose organizations have licensing to generate slides can disable access if needed.
In the Adobe Admin Console, the Reporting Tools Data storytelling permission determines access to this capability. A product profile admin needs to follow these steps in the Admin Console if they want to disable access:
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Navigate to Admin Console > Products and services > Customer Journey Analytics > Product Profiles
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Select the title of the product profile for which you want to provide access to Data storytelling.
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In the specific product profile, select Permissions.
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Select
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Select
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Select Save to save the permissions.
For more information, see User-level access in Access control for more information.
Unsupported project elements and features unsupported
The following Analysis Workspace elements and features used in a project aren’t supported when generating slides:
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Attribution panel
This panel shows as dimmed when the configuration options are displayed.
All other panels can be included in slides that are generated from a Workspace project.
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Some visualizations
Most visualizations can be included in slides that are generated from a Workspace project. However, the following visualizations cannot be included, and show as dimmed when the configuration options are displayed:
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Area
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Bullet
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Cohort table
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Combo
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Fallout
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Flow
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Journey canvas
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Scatter
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Treemap
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Breakdowns
The data for breakdowns is included in generated presentations, but it shows at the same level as dimension items.
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Guided analyses