Hi everyone,



What I am currently working on is developing a presentation for our sales reps to use for door to door solar panel installations.

Ideally, I want some kind of question list to pop up first, asking the sales rep for his/her name, company name, and contact info. Once entered, this will automatically populate certain portions of the powerpoint presentation, such as filling in the sales rep name on the intro letter, and company contact information at the top. As the prompt moves forward, the sales rep should be able to enter "roof square footage", total down payment for the plan, length of agreement, ect. All of this information would need to be put into a formula and spit out a final answer into the powerpoint automatically.

The way that I am currently working on involves using a VBA prompt in Excel, which will populate a data list, then have powerpoint call in that data list which will be shown during the presentation. Is there a better or more simple way to accomplish this? Unfortunately, the VBA script will not be able to be run on the iPad which is what a majority of the sales reps use.

Thank you!

Mike

I have done something very similar for one of our clients. Here's a brief idea of what I do:

I have a userform for the user to input data, which puts the entered data into the required places in the PPT file. Each shape in the presentation which will receive data is identified by an added 'tag' to the shape, e.g.
('Identifier' is the name of the tag that identifies the shape as a target, and 'CurrentSalesChart' is the name of the specific shape.)

First, I loop through every shape in the presentation (on slides and master templates) to locate these tagged shapes. Then I show the user the userForm for data entry, and after the user enters their data, they click the 'apply' button on the form, which sets the data into the various charts and tables that were located, and saves the presentation under the account name and date.