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Presentation documents
An introduction to Presentation documents
As the name suggests, presentation documents are used to
organize charts and tables so that you can easily and
professionally showcase an overview of your work.
The Presentation document window opens outside the
application to give you more flexibility for working with,
sharing and presenting charts. Charts can be organized by
pages and in folders.

Benefits of Presentation documents

 Get an overview of multiple charts at once. You can

make changes to the charts in the application and see this
reflected in the presentation document in real-time.
The Presentation documents window can be viewed on a
second monitor to enhance your ability to work with
multiple charts efficiently.
 Add and organize an unlimited number of charts from
different documents in one place. Save presentation
documents for your personal use or for sharing with others.
You can browse through the pages using the Page
Down and Page Up keys on your keyboard.
 Print or export a presentation document with a number
of charts (in this version PDF creation only works on
Win10). This will then work as an alternative to PowerPoint.

Basic commands & functions

Create a new document

Right click on the analysis tree to open the context menu.
Click on In new Presentation document.

Add to an existing document

Right click on the analysis tree to open the context menu.

Click on Add to Presentation document.

Adding more documents
An alternative to using the previous command is Add to
documents. Using this command will allow you to add
multiple presentations (charts or tables) at once. However,
the default presentation for that document will always be
used. You can identify which chart or table is the default by
looking at what is displayed in the thumbnail.

To add a new presentation from the application select Add

documents(s) in the Home view of the menu bar.

If there are no presentations in a document, the document

will not be added, nor will this result in an error message
being displayed.
Saving
To save a presentation document, click on File, and Save, in
the top menu bar.
You can save presentation documents in your personal
account store or company account store, just like other
Macrobond documents.

Saving to the company store will allow you to share

presentation documents. If you share your presentation
document and it contains references to documents in your
personal store, you will get a warning that other users might
not be able to see all documents in your presentation.

Opening
To open a presentation document, click on File, and Open in
the top menu bar.
Select the presentation document you would like to open
from the dialogue box that appears.
You can distinguish them from other documents by the P in
the lower right corner of the thumbnail, or by looking at the
information in the tooltip.

Printing
Click on File, and Print, from the top bar menu.
In the print dialog there are options for selecting printer,
paper orientation, margins and page range.

Creating a PDF
In Windows 10 there is a built in printer called Microsoft Print
to PDF that can be used to create PDF files.

Updating or editing charts

To make changes to the charts in your presentation
document simply edit them in the application as you normally
would. The changes will be automatically reflected in any
presentation the edited chart is in.

Please note: Any changes made to the original document

will be reflected in the presentation document. Charts are not
embedded in the presentation documents, but referenced as
links to the original documents.

Organizing your work

Changing the order of your charts

There is a list of the charts, like a table of contents, on the
left hand side of the presentation. You can change the order
of the charts by dragging them with the mouse.

Adding a page
A page is used when you want to collect several charts in one
view.

In the menu bar at the top of the window, select Add page.

Drag the charts in the table of contents, on the left, to the

page you want to add them to.

Adding a folder
If you have many charts or pages in a single presentation
document, you might want to organize them further into
folders.

In the menu bar at the top of the window select Add folder.

Then drag charts and pages into that folder.

Renaming
You can rename charts, pages and folders in the table of
contents by selecting Rename in the context menu, or by
pressing F2 on your keyboard.

Navigating

Moving between pages

Using the Page Down or Page Up keys on the keyboard will
take you to the next/previous page or chart that is not on a
page.

Zooming in/zooming out

If you double click on a chart on a page, the chart will be
displayed in full size.

Backspace on the keyboard or the back button on the mouse

will take you back to the page view.

This is convenient if you have created a page with many

small charts (using a low zoom factor). You can then double
click on charts you want to take a closer look easily returning
to the previous view.

Minimizing/maximizing the toolbar and Overview

pane
To view the Presentation documents window with a
minimized toolbar and overview pane, press Ctrl+M on your
keyboard.
Alternatively, you can select the View tab of the menu bar,
and then click on the button on the left to minimize or
maximize the toolbar.

Opening a chart in the application

On the context menu of a chart you can select Open in
analytics or Ctrl+Double Click, in order to open the linked
document in the main application window.

Using embedded charts

You can use charts opened from charts embedded in Office
documents or from a historic document revision in a
presentation document, but note that these charts can only
be displayed as a single chart, and used until the window is
closed. They cannot be combined with other charts, in a
folder or page, and they cannot be saved.

Style & layout settings

Chart layout
The way your charts are displayed can be adjusted in
the Home view of the menu bar, using the Layout,
Zoom and Scale to fit options.
Layout options include:

 Single column
 Two columns
 Three columns
 Square

Selecting a zoom factor for all charts on a page will adjust

the scale of the charts.

For example, by setting a zoom factor below 100, such as 75

or 50, the charts will be displayed as thumbnails in the page.

To see all bar charts in the provided space, select Scale to fit,

by clicking on the square icon (highlighted in blue above).
This setting is also available from the Defaults view in the
tool bar and can be set in a stylesheet.

Text notes
For each page you can enable Presentation notes – short text
note for each chart on the page.  
Notes can be located above, below or on one side of the
chart (either left or right). Application will adjust charts’ sizes
accordingly to the chosen method (by shortening or
narrowing the chart area).  
To edit the text note, please click on the note and input text. 
After clicking on the text note, the text formatting tab will
appear on the menu bar.  

Style sheet
The Style sheet settings for your presentation documents are
defined in the Macrobond application, under the activity Style
sheets.

You can define settings for the pages of your presentation

documents, such as text styles and background color. To
apply these settings, click on Style sheet in the Presentation
documents toolbar.

Please note: This refers to the settings of a given

presentation document and not the charts in the
presentations, which have their own stylesheet settings.

Default style settings

You can define a standard layout for an entire presentation

by using the Defaults tab. Settings defined here will be
applied to all pages and folders of the current presentation
document.
In contrast to Style sheet, which can be reused across
multiple presentation documents, the default settings are
specific to each presentation document you create.

As such, if you wish to use a default style across all pages

and folders of a document, you will have to set up default
settings every time you create a new document.

Pin / un-pin

Use the pin button to override the default style settings. This
allows you to use a standard style across an entire
document, but change the settings for specific pages where
needed.

To make use of this function, type the relevant values into

the fields you would like to change. Then click on the pin to
lock the settings and override the default.
Pin buttons are located both in the Home view
and Defaults view of the tool bar.
Search for:SEARCH
Contents

 Finding data
 Analyzing data
 Charting
 Publishing & saving your work
 o Setting up custom file directories
o Saving and presenting your work – overview video
o Exporting charts as images
o Exporting charts to Twitter
o Exporting charts to LinkedIn
o Exporting charts to MS Office – as a copy – video
o Exporting charts to MS Office – as a link – video
o Presentation documents
 Creating and modifying a Presentation
document – video
o Saving documents
o Saving calculation as in-house series – video
o Watchlist Activity: its purpose
o Watchlist Activity: how to work with it? – video
o Using Web Publish
 Using Macrobond data in Excel
Macrobond Help © Macrobond Financial AB