Einblick
Search…
PowerPoint Integration

Introduction

Einblick provides a PowerPoint add-in that makes adding, editing, and updating visualizations in PowerPoint far easier and much more powerful. By using the add-in, you can convert Einblick visualizations into their component shapes, like histogram bars and text boxes, and apply all the normal tools you would use when dealing with PowerPoint objects. You can also quickly change properties of entire classes of objects, like the color of all histogram bars, or the size of each text box. To ensure your data stays up-to-date, updating functionality is built-in, so that you can quickly retrieve the newest version of an outdated plot and have it update in place. The following sections describe how to set up the add-in and use the various functionalities included with it.
Example view of PowerPoint Add-in (Mac)

Installation

First, download the PowerPoint add-in. You can find the download link when you click on your user profile on the home screen.
When prompted, enable macros. As a security feature, PowerPoint disables macros by default.

Mac

If you are running Apple Silicon (i.e. the M-series Apple chips), enable the Rosetta emulator for PowerPoint before continuing. Click here for details.
Go to Tools > PowerPoint Add-ins. Then, click + and select the .ppam add-in file downloaded from Einblick.

Windows

Go to File > Options > Add-Ins > Manage and select PowerPoint Add-ins. Hit Go, select Add New..., and then select the .ppam add-in file downloaded from Einblick.
Once installed, you should see a tab called Einblick Add-in appear in your PowerPoint ribbon. All interaction with the add-in occurs through this ribbon. The ribbon is divided into several sections, each of which concerns a different kind of functionality.

Configuration Setup

Before you can work with visualizations in your presentations, you need to configure the add-in so that it can communicate properly with the Einblick servers and know who you are. To configure the add-in, click on the Configure Settings button on the rightmost end of the Einblick Add-in tab of the ribbon. This will open the configuration wizard.
The configuration wizard will ask you if you want to configure certain settings, like your PowerPoint token and the server location. Click Yes for all of the questions and copy and paste the appropriate values into the wizard prompts. You can find your PowerPoint token on your user profile in the main menu.
Example user account panel
For the server location, use the URL where your Einblick instance can be accessed.
Entering the server URL
Once the configuration wizard is finished, the add-in should be ready to use.

Adding Plots

With the add-in, you can add visualizations from pivot charts in an Einblick workspace. To mark a pivot chart as a PowerPoint export, click "export to PowerPoint" in the pivot chart menu. In the dialog that pops up, name your PowerPoint export.
Note: For the time being, only visualizations in pivot charts can be exported to PowerPoint.
Once you have marked one or more pivot charts as a PowerPoint export in a workspace, click Refresh Export List on the leftmost side of the ribbon. This will retrieve a list of all workspaces containing PowerPoint exports associated with your Einblick user. To add a single visualization into a presentation, select a workspace from the Workspaces dropdown menu, and then choose a PowerPoint export from the Exports dropdown menu. You should see your chosen visualization appear on one of the slides in your presentation.
In the next group of controls, you will find two checkboxes labeled Add to New Slide and Add to Current Slide. Select one of these to determine your desired behavior for where selected visualizations will be inserted.
Lastly, you can add all PowerPoint exports from a workspace by choosing a workspace and pressing the Add All From Workspace button.
Add Export Menu (Mac)

Formatting Plots

The next groups of controls allow you to quickly and easily change the properties and appearance of plots. For example, you can quickly set the colors of all bars in a histogram by selecting the bar color, even if the bars are not grouped together. While you could do this manually by selecting each bar and using the built-in Shape Fill tool, this quickly becomes tedious and is not automatically applied to plots once you add them.

Changing Element Colors

In the add-in ribbon, you can find several color selection menus that allow you to set the colors of various types of elements in plots. These include:
    1.
    Bar color: for rectangles, like histogram bars or tick markers for tick plots
    2.
    Symbol color: for other kinds of shapes, like points for point plots
    3.
    Line color: for lines, as in line plots
    4.
    Area color: for arbitrary areas, as in area plots
    5.
    Background color: for the background of plots
    6.
    Grid color: for the gridlines of plots
By selecting a plot, or group of plots, and choosing a color from these dropdowns, all elements of that type within the selection will have their colors change to that selected color. Furthermore, any new plots that you add into the presentation using the add-in will have their colors reflect the current chosen settings.
To remove any added coloring for a class of elements, select the element with the red X from the corresponding color gallery.

Changing Text Properties

A group controlling text properties is immediately to the right of the group controlling element coloring. In this group, you can change the color, size, and font of all text elements in a plot.
Element Color and Text Property Menus

Other Plot Properties

Next are a couple of miscellaneous options. Here, you can toggle the display of borders on shapes within plots. You can also set the size of plots relative to slides, either by selecting a size or entering your own custom size (e.g. 33 or 33%).

Applying and Restoring Settings

To apply all currently selected settings to a plot, select a plot and click on the Apply Settings to Plot button. To do this for all plots in a presentation, click the Apply Settings to All button. To remove all custom settings, click the Restore Default Settings button. Selecting a plot and then clicking this button will remove any custom formatting in the plot.

Updating Plots

Sometimes, plots in a presentation may be out-of-date. By out-of-date, we mean that the PowerPoint export corresponding to the plot has changed in some meaningful way - for example, if a new filter has been applied to the plot, changing the data underlying it. To update a plot, select a plot, or group of plots, and click the Update Export button. To update all plots in a presentation, click the Update All Exports Button.

Update Indicators

Once you add a plot into a presentation, a small circle, which we refer to as an update indicator, is added to the top-left of the plot. This indicator serves as a way to identify plots that are up-to-date, or conversely, out-of-date.
Update indicators can take three different colors:
    1.
    Green: plot is up-to-date
    2.
    Red: plot is out-of-date
    3.
    Grey: the status of the plot could not be determined (e.g. if the Internet connection is broken)
Top-left corner of an out-of-date plot, shown by the red indicator
However, indicators themselves can be out-of-date. To update the status of all plot indicators, click the Refresh Indicators button. To hide indicators, for example during a presentation, click the Hide Indicators button. Clicking again will show indicators again. If desired, all plot indicators can be removed by clicking the Remove Indicators button.

Update Settings

If you want to keep the old version of a plot after updating, check the Keep Original checkbox in the Update Settings group. If you want to copy the formatting of the old version of a plot to the updated version, check the Transfer Formatting checkbox. This setting will make a best-effort attempt to preserve as much formatting as possible between plot elements in the updated plot, including colors, animations, font size, etc.

Grouping Settings

To quickly group and ungroup plots, there are two included buttons in the add-in ribbon. If a plot's shapes is ungrouped, select one or more of its shapes and click the Regroup button. This will regroup all of the plot's shapes into a single group.
Conversely, to break up a plot into single elements, select a plot and select the Full Ungroup button. Note that this is different than the normal Ungroup function in PowerPoint, as the builtin Ungroup function only removes the outermost group, leaving subgroups intact, while the Full Ungroup button will break up and subgroups as well.

Add-in Settings

If at any time you would like to reconfigure the add-in, click the Configure Settings button on the top-right of the add-in ribbon tab and follow the configuration wizard.
Below the configuration wizard is a button displaying the current version status of the add-in. Here you can check if an add-in update is available or if your currently installed version is up-to-date.
Last modified 1mo ago