Presentations are an easy and visually appealing way to present your live data to both your internal or external stakeholders.
Presentations are always up to date with the data in Ardoq. Any changes made to any workspace shown in the slides are immediately reflected when loading the presentation.
Note: It is not possible to add the old version of a view as a slide to a presentation.
How To Create And Share A Presentation
1. Add a view as a slide to create a new presentation
Once you have modelled your data in the desired view, whether in the mainline or in Scenarios, navigate to the upper right corner of your screen, click on the 'Export' button and select 'Add to presentation' for the 'Add slide to presentation' pop-up to show up.
Click on the dropdown and type in the name you want to give to your new presentation. Next, hit enter to create it and you will be taken to your new presentation.
🚨 Note: Presentations and workspace filters.
Workspace filters are extremely useful when modelling a graph as they allow you to filter out entire workspaces and their components that are not relevant for the story you are trying to tell.
However, when you add a view that doesn't have workspace filters set, all connected workspaces will be included by default. In other words, only the workspaces that have references to/from the selected component will be included. This is to make sure all the available data in the view is shown in your presentation slide. Learn more about the specific filters you can apply to presentations.
To edit workspace filters, simply navigate to the quick filters section on the bottom left corner of your screen and expand the 'Workspaces' box. Alternatively, click on 'Perspectives' (eye icon), select 'Manage > Filters'.
Please note that this will modify the graph in your view but won't update your presentation slide. To update it, follow the instructions on step #5: 'Make changes and replace slides to update them' in this article.
2. Add a view as a slide to an existing presentation
To add a slide to an existing presentation, simply search for the name of the presentation in the dropdown list. Alternatively, navigate to the upper right corner of your screen and click on the 'Presentation editor' button.
Open the presentation you want to add the view as a slide. Next, make sure you are on the desired view you wish to add as a slide and select 'Add this view as a slide' on the bottom right corner of your screen.
3. Add a dashboard as a slide to an existing presentation
Navigate to 'Dashboards' (the second icon on the blue navigation bar located on the left of your screen), select the dashboard you wish to add as a slide, click on the three vertical dots ( ⋮ ) next to the name of your dashboard and choose 'Add to presentation'.
4. Add details to your slide
You can add an optional description to each slide which will appear at the bottom of the slide. Remember to click on the Save icon. Use # for Headline text.
5. Make changes and replace slides to update them
If you need to make changes to a slide added to your presentation, first navigate to the relevant view you want to update your slide with. Next, click on the 'Replace slide with current view' button on the slide you want to make changes.
6. Define who can access your presentation
In the Presentation editor, go to the 'Details' tab and scroll down to the 'Access rights > Read Access' section to define who can view your presentation. Select between the following options:
Contributors with the URL
Everyone with the URL
If you set the read access to “Everyone with a URL”, the person accessing the presentation does not need to be an Ardoq user nor be part of your organization. On the other hand, if you set the read access to any of the other options above, the person accessing the presentation will have to log in to their Ardoq account.
Only organization admins can set a presentation as public. Please reach out to your CSM if you would like this option enabled for your organisation.
To define who can edit your presentation, expand the 'Write Access' dropdown in the 'Access rights' section instead.
Learn more about who can access or edit your presentation here.
7. Share your presentation
Click on the purple play button next to the title to start the Presentation mode and generate a link that you can share, link or embed it in an external webpage.
Navigating Your Presentations
You can now navigate through your presentations slides and toggle the description bar using the following keyboard shortcuts:
Toggle description bar:
Toggle explore mode:
Toggle fullscreen mode:
Zoom view to fit (if supported):
Ardoq remembers your description bar display preference and will apply it to all of your presentations.
Depending on the type of view your presentation slide is, you will see a 'Legend' button at the top right corner of your screen when on Presentation mode. Enabling it will pop up a legend for component types, reference types, and formatting rules whenever applicable.
⚠️ IMPORTANT: In the presentations, you only see components from the workspaces you had open when you created the slides.
💡 TIP: Save your favorite presentations for easy access in Home. 🏠
Open the presentation overview by clicking on the Presentations icon on the blue navigation bar located to the left of your screen, find your favorite presentation and click on the star to add it as a favorite.
Find your starred presentations by navigating to 'Home' and filtering by 'Favorites'.
If you still have questions about Presentations, reach out to us! You can do so via our website or by using the in-app chat. We're happy to help.