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Create a slide for each dashboard filter value

Use Bulk Mode to replicate slides within a deck

3

1. Initial Setup

Follow the Quick-start Guide to 1) connect your dashboard, 2) upload a slide deck template, and 3) match data to the template. It is a good idea to test the automation a few times (using the Generate button) to ensure that the output is as desired. 

 

2. Generate slides with Bulk ModeScreenshot 2026-01-28 at 1.49.21 PM

Click Bulk Mode on the project card. 

 

 

 

The Bulk Mode page walks you through several steps.

1. Set Output ModeScreenshot 2026-01-29 at 2.21.55 PMUse this toggle to select between creating separate slide decks for each filter value or collating the slide results into a single presentation deck. Click the toggle to Single Presentation Mode, as shown above.

2. Select the source of the submissions: Spreadsheet or Datasource (Dashboard) Filter.

Screenshot 2026-01-28 at 1.55.00 PM

3. Select the data source, worksheet, and filter.

Note: You can only use one filter from the dashboard. If you need to set multiple filter combinations (such as year, category, and region), use the "Spreadsheet" option to define and run the filter combinations.

4. Select the filter values to run. Choose one or more filter values to repeat slide(s) for each filter value.

5. Match the filter to the pragma from your template. The example below shows a match between the Customer Name filter on my dashboard to the {{client}} pragma in my slide template.

Screenshot 2026-01-09 at 2.52.02 PM

6. Select the slides to repeat

In this section you will see a preview of your template. You can set one slide, or a range of slides, to repeat. Click to select the first slide to repeat, then click again to set the end of the repeating section.Screenshot 2026-01-29 at 2.30.03 PM

In this example, I want to repeat slide 2 for each client. Below is the selection for that scenario.

Screenshot 2026-01-29 at 2.33.19 PM

Set Upload Directory (optional). Send the generated presentation to a Google Drive or OneDrive location.

Set Notification Emails (optional). Send an email when the presentation is complete.

Save Configuration for future use (optional). Click Save Configuration and enter a name for this job. Saving the submission allows you to pull in the same filter settings when you want to run this bulk job again.

6. Create Presentation. Click Create Presentation to generate the deck. The results will be available in the Results section on the Slideform app.