How do I create a custom PowerPoint template?

Administrators can create one or multiple custom slides to be used in a PowerPoint template. Custom slides are designed by using tables, text, and/or data tokens. This article describes how to create a custom PowerPoint template.

1. Create New Blank Presentation

  1. Open MS PowerPoint.
  2. Double click Blank Presentation to create a new blank PowerPoint presentation.

2. Add Data Token

  1. On the ribbon, click the Insert tab.
  2. Click the Text Box button.
  3. Drag to draw a text box anywhere on the slide.
  4. In the text box, type {Custom1.Title}. Note: This data tag can also be entered in the Title box of a pre-formatted slide.

Note: This data token tells PowerSteering that this is a custom PowerPoint slide and will be replaced by the text entered in the Title field during when the PowerPoint is run. If you are creating a template with multiple slides, the same data token with an updated slide number ({Custom2.Title}, {Custom3.Title}, etc.) must be added to each subsequent slide.

3. Add Additional Slides (Optional)

  1. On the ribbon, click the Home tab.
  2. Click the down arrow on the New Slide button.
  3. Click the slide format you want to use.
  4. Repeat Steps 1 - 3 to add additional slides to your PowerPoint template.

3.1. Add Data Token

  1. On the ribbon, click the Insert tab.
  2. Click the Text Box button.
  3. Drag to draw a text box anywhere on the slide.
  4. In the text box, type {Custom2.Title}. Note: This data tag can also be entered in the Title box of a pre-formatted slide.

Note: This data token tells PowerSteering that this is a custom PowerPoint slide and will replaced by the text entered in the Title field when the PowerPoint is run. If you are creating a template with multiple slides, the same data token with an updated slide number ({Custom2.Title}, {Custom3.Title}, etc.) must be added to each subsequent slide.

4. Format Slides

  • Format your slides as you would like them to appear in the finished presentation using tables, text, and/or data tokens. See the article What data tokens can be used when creating a custom PowerPoint slide? for a list of all of the available data tokens. These data tokens must be entered exactly as written in the article, and do not change with subsequent slides. For example, {Custom1.WorkName} does NOT change to {Custom2.WorkName} on a second slide.

Note: Each data token must be located in its own text box or table cell separate from other text. The PowerPoint will not run correctly if text and data tokens are entered in the same text box or table cell.

5. Save PowerPoint File

  1. Click File in the ribbon menu.
  2. Click Save As.
  3. Click Computer.
  4. Under computer, select a location where you want to save your file or click the Browse button to specify a location.

6. Update File Format

  1. Enter the file name. Note: PowerSteering does not support file names that contain spaces. If spaces are included in the file name, the PowerPoint template will load into PowerPoint branding, but will not run correctly.
  2. Click the Save as type drop down menu and select PowerPoint 97-2003 Presentation. Note: PowerSteering does not support .pptx files at this time.
  3. Click Save.

Note: Once a custom PowerPoint template has been created, it must be uploaded into PowerSteering in order to be used. See the article How do I add a new PowerPoint template in PowerPoint Branding? for more information about uploading PowerPoint templates.

7. PowerPoint Example

  • Above is the PowerPoint that was generated from this custom template.

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