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Adding a table to a presentation

CCH Tagetik Ribbon Bar > Objects > New

Tables from different data sources can be added to a presentation.

For all tables, in the General tab:

  1. Click on New in the object section of the Ribbon Bar.
  2. Fill in the form with the mandatory fields and, under Object Type, make sure you select Table.

Below are the procedures to be followed depending on the selected source.

Adding a Table from Tagetik Software S.r.l. Form

In the Source tab :

  1. Select CCH Tagetik
  2. Select the Application Database from those available in the drop-down menu. The databases that can be selected are those associated with the user who logged in.
  3. Click on to browse the form tree and select the desired form, or type the first three characters of the form to be searched (code or description) into the search bar to make a quick selection
  4. Select a Sheet from those defined for the Form
  5. Select the Area from those defined for the Form
  6. Click Next to switch to the Parameters tab

In the Parameters tab:

  1. Click on for each mandatory parameter (*): this opens the parameter selection panel.
  2. Select a hierarchy/grouping for the dimension to which the parameter refers
  3. Select in the dimension tree a single element/node, or several elements/nodes (multi-selection is possible)
  4. Click on Confirm to add the selected items and return to the tab Parameters
  5. Click Next to go to the next tab or Previous to return to previous tabs

Parameters can also be inherited if dimensions were chosen when creating the document or if these were added in Document Settings in the Ribbon Bar. To inherit a Parameter, simply enable the "Inherit from parent document" option above each Parameter.

In the Advanced tab:

  1. Choose Source (default) to keep the formats of Numbers, Percentages and Dates defined on the source.
  2. Click on Insert to add the table to the document or on Previous to return to previous tabs

Adding a Table from CCH Tagetik Form as an Image

To insert a table as an image within a presentation, simply enable the option located at the bottom of the Source tab. Once enabled:

  1. Select a format from those available
  2. Select the resolution from those available

The remaining operations are the same as those described in the procedure for inserting a table.

Adding a Table from Excel

In the Source tab :

  1. Select Microsoft Excel
  2. Select the Excel file from those available by navigating the menu. Excel files correspond to those in Sharepoint.
  3. Select a Sheet from those available in the File
  4. Select the Area from those available in the selected sheet
  5. Click Next to switch to the Advanced tab.

Note that for Excel files, the Parameters tab is not available.

In the Advanced tab:

  1. Choose Source (default) to keep the formats of Numbers, Percentages and Dates defined on the source.
  2. Click on Insert to add the table to the document or on Previous to return to previous tabs

Add a table from Excel as an Image

To insert a table as an image within a presentation, simply enable the option at the end of the Source tab. Once enabled:

  1. Select a format from those available
  2. Select the resolution from those available

The remaining operations are the same as those described in the procedure for inserting a table from Excel.

Table insertion restrictions

PowerPoint applies more restrictive rules than Excel: many tables that 'look correct' in Excel may not be accepted or may be changed automatically. In PowerPoint, table structure is more important than style. Colours, borders and fonts only work correctly if the table is structurally consistent: number of columns, width, row height and actual cell presence must be logical and consistent.

When the structure is not consistent, PowerPoint may automatically change the appearance (e.g. by adapting columns, resizing text or altering borders) or reject the table entry altogether, especially in cases of copy/paste from Excel. When applying global styles to a table (such as fonts, alignment, colours or borders), these are automatically extended to all cells, regardless of their content or role (headings, totals, notes, etc.). The main critical aspect is that global styles may conflict with styles manually applied to individual cells, resulting in unexpected or difficult-to-manage outcomes.

The following must be avoided:

  • Columns too narrow for text (minimum 15 pixels)
  • Text wrapping (it would be cut off in PowerPoint).
  • Too narrow columns with long text
  • Columns used as graphic spacers
  • Text that does not fit inside the column
  • Rows too narrow
  • Truncated or overlapping text
  • Rows used as graphic spacers