Portals for Tableau 101: PowerPoint Template for Report Builder


Portals for Tableau 101: PowerPoint Template for Report Builder

Portals for Tableau 101 shares the basics of interacting with InterWorks' embedded analytics solution, Portals for Tableau.

Please note that Portals for Tableau are now officially known as Curator by InterWorks. You can learn more at the official Curator website.

If you’ve used the report builder functionality in Portals for Tableau before, you already know that it can build a Microsoft PowerPoint presentation of one or more of your Tableau dashboards. What you may not know is that you can set a template for the presentation that is automatically applied whenever you use the report builder.

To create a template, open Microsoft PowerPoint and create a new presentation.  Next, click on the View ribbon and then the Slide Master button.

View and Slide Master in PowerPoint

When the Slide Master loads, there should be numerous layouts. The important one to look for is that there’s a Blank layout. This is the layout used by the report builder.

If your Slide Master doesn’t have this layout, right-click in the left pane and select Insert Layout. Then, right-click on the newly created layout and select Rename Layout. In the pop-up, change the name to Blank and click the Rename button.

Rename Layout

Layout Name Blank


Lastly, save this presentation in an easy-to-find location on your computer. Back in your portal’s backend, navigate to Settings > Portal Settings > Layout, upload the presentation into the field named Powerpoint Template and click the Save button. Now, whenever a user uses the report builder to export a PowerPoint presentation, it will be created using your template.

For added excitement, you can use the group override functionality to use different templates for various Tableau user groups.

More About the Author

Matthew Orr

Curator Engineer
Portals for Tableau Feature Expansion: Content Tracking While we definitely recommend using a web analytics tracker, such as Google Analytics or Matomo, to track usage of your portal, the ...
Portals for Tableau New Feature Spotlight: Content Favoriting [cue music] Tiles on pages and bar charts on dashboards, Publishing files and tagging with keywords, Centralization through external ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK


Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072