How to set up a slideshow


1. Overview

Similar to a PowerPoint presentation, slideshows allow users to display their own selection of dashboards or other views in sequence. You can use them in a presentation, or to rotate through different views for monitoring purposes (e.g., in an office, operation center, or kiosk).

You can also export a slideshow as a PDF file, a PowerPoint presentation, or a set of images in version 23.3 and higher, so that you can create and share a storyboard or larger report made up of individual dashboards, reports, and other views. Notifications can also export and send this content on a schedule.

2. Create a new slideshow

To create a slideshow, Views in the main menu, switch to Slideshow along the top, then click Create.

3. Add views to the slideshow

In the slideshow editor, click Add Item.

Click Add Item
Click Add Item

Select a dashboard or other view to be added to the slideshow.

Select a view or other view to add to slideshow
Select a view or other view to add to slideshow

Repeat to add additional views as 'slides' to the slideshow.

You can reorder the slides by dragging them, or remove a slide by clicking the x icon. Click Modify Slides in the toolbar when you're finished to save your changes.

Slideshow with 3 slides added
Slideshow with 3 slides added

This is a toggle button, and you can click it again to go back to edit the slides.

Slideshow is ready
Slideshow is ready

4. Configure slideshow options

When editing a slideshow, click Configure in the toolbar to set slideshow options such as:

  • Name of the slideshow
  • Duration for each slide in seconds
  • Slide Reload Interval in seconds, if you want each slide to also reload itself at some interval before moving to the next
  • Repeat — loops through the slides continuously

Slideshow configuration options
Slideshow configuration options

5. Preview and play the slideshow

When editing, click Preview in the toolbar to play the slideshow. This also exits slide editing mode and saves any changes you made.

Preview and play the slideshow
Preview and play the slideshow

A panel appears automatically by default when moving the mouse toward the bottom of the screen, containing convenient options for pausing or playing the slideshow, and previous/next buttons.

To access additional options, including for returning to the slideshow editor, right-click (or long-tap) the slideshow to access its context menu:

Slideshow context menu
Slideshow context menu

6. Edit a slideshow

To edit an existing slideshow, open it first from the main menu. It will open in view (or presentation) mode by default, in which case you can right-click or long-tap to access the context menu and choose Edit Slideshow as shown in the previous section.

You can also open a slideshow from the main menu directly into edit mode like you can for other items, by right-clicking it (or long-tapping) from the Open dialog and choosing Edit.

Opening a slideshow for editing
Opening a slideshow for editing

If you want to add, remove, or reorder the slides, click Modify Slides in the toolbar if it's not already highlighted, and then you can follow the same steps shown earlier for a new slideshow.

7. Exporting and notifications

You can access the Share and Notification toolbar buttons in the toolbar when the slideshow is open for editing. If the Modify Slides button is highlighted, click it first to save your changes and exit slide editing mode.

In version 23.3 and higher, you can choose from the following export formats either to download or send as a notification:

  • PDF – contains a page for each view.
  • PowerPoint – a PPTX presentation file containing a slide for each view.
  • Image – a ZIP file containing a PNG image for each view.

Reports are themselves often made up of multiple pages, in which case each of them will also make up multiple PDF pages, PowerPoint slides, or images within the exported file.

For more details on exporting to these formats or setting up a scheduled notification, see Share or export your work and Notifications (alerts).

8. See also


Dundas Data Visualization, Inc.
400-15 Gervais Drive
Toronto, ON, Canada
M3C 1Y8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
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Email: 7am-6pm, ET, Mon-Fri