Slides, PDF and Paper
Report pages present themselves: a visual per click, live, in your browser. They also save as slides to send, as one HTML file, a PDF or a PowerPoint, and a notebook typesets itself as a paper.
Present
Home › Present opens the report’s pages as slides in your browser, from the page you are on: a visual per click, the data live and the slicers working. First a page’s text, slicers and filters, then each visual in reading order, cards in a row together; after the last, the next page. Hidden pages are skipped.
| Key | Does |
|---|---|
| →, Space, Enter, Page Down, a click | The next step |
| ←, Backspace, Page Up | Back |
| Home, End | The page’s start, or all of it |
| F, A, Z | Full screen; play by itself (Auto); fit to the screen |
| Esc | Stop presenting |
Save as slides
Home › Slides saves the report’s pages to send, in the project’s output folder to start with, and opens the file:
- Slides (one HTML file)
- An animated deck any browser opens, with nothing to install: F for full screen, Ctrl+P for a PDF, and its what-ifs still move.
- Asks for the layout first: see below.
- PowerPoint
- A slide per page, a picture per visual, fading in click by click.
- Offline lab (this page)
- See Offline lab.
Hidden pages aren’t in the slides. A visual’s own step can change when it appears.
The PDF’s layout
- Slides, 16:9
- To show on a screen. A page taller than a slide goes in parts, each after the first saying it continues.
- Paper
- To print, on A4 or US Letter, Landscape or Portrait, with Margins 10 mm, Margins 5 mm or No margins: As wide as the sheet, a page in parts between its visuals, never through one; or Each page on one sheet, scaled to fit and centred.
- Whole pages
- Each report page one PDF page, as tall as it is.
Page numbers in the footer (Page 1 of 7) numbers the sheets, if you like Not on the first page (a cover). The studio remembers your last choice. Open the PDF and look at it before you send it.
New in 0.3.75 A PDF keeps what its pages show: links stay links (to other sites, e-mail addresses and phone numbers), lists keep their numbers and bullets, and gradients their colours. What is only for the screen, such as a network’s “Click two nodes” hint or a map’s button, stays off the paper. An agent’s PDF (report_slides) is checked against its pages: a link that is no longer one, a list’s lost numbers or a chart too short to name its rows is said, page by page.
A video
The HTML deck records itself: its ● button plays the slides through and saves a video (.webm, or .mp4 where only that is possible), each what-if at its value. Esc stops it. It needs Chrome, Edge or Firefox.
What-ifs in what you save
A what-if slider is live in OpenBI. The HTML deck keeps it moving, each value drawn and frozen in the file. A PDF and a PowerPoint show it at its current value, and the studio says so when it saves them.
Offline lab
Slides › Offline lab (this page) saves the page you are on as one HTML file that works without OpenBI: its what-ifs still move the numbers, every answer worked out and frozen at each value, and its selections stay as they are. Selecting, drilling and other pages need OpenBI. Use it to hand a what-if page for a plan or a valuation to someone who has no OpenBI (see What-if pages).
Financial statements
A financial statement’s menu has Print / PDF, PDF (typeset) for a typeset PDF, and Excel file (.xlsx) with its formulas. Its Paper setting chooses A4 or letter, portrait or landscape.
Paper
A notebook typesets itself as a paper: Paper at its top shows the PDF beside it, with its title, numbered sections, figures and tables, and its code in an appendix, typeset on this computer with Typst. Every typeset is checked, for blank pages, text past the margins, tables too wide, charts that zig-zag and numbers written two ways, and the paper says what to put right. See Notebooks.