Walk through the data mapping for a simple Google Sheet data source
Now we'll walk through a simple example of a pricing proposal. It has just two slides: a title slide and a body slide with the pricing information. Each time I generate the deck for a different prospective client, Slideform will pull in different information for the client name, their logo, number of seats, and pricing.
![a7b32f_350d2ae617af4fea98b3c35a8ffc2500~mv2](https://helpcenter.slideform.co/hs-fs/hubfs/Imported_Blog_Media/a7b32f_350d2ae617af4fea98b3c35a8ffc2500~mv2.png?width=688&height=208&name=a7b32f_350d2ae617af4fea98b3c35a8ffc2500~mv2.png)
Here is the spreadsheet that corresponds to the pricing proposal. Each line corresponds to a particular prospective client. I have connected this Google Sheet as a data source in Slideform.
The Configure Data screen
Let's take a look at the Configure Data page, under the Description tab, for this template.
Below the template file you will see on the right side of the screen a preview of each slide in the template. On the left side you will see a series of blue boxes. Each box represents one of the pragmas in the template.
![Screenshot 2023-10-27 at 2.14.46 PM](https://helpcenter.slideform.co/hs-fs/hubfs/Screenshot%202023-10-27%20at%202.14.46%20PM.png?width=535&height=760&name=Screenshot%202023-10-27%20at%202.14.46%20PM.png)
{{client}} - select from a dropdown
First, enter a prompt for this pragma. This is what that the user will see in the form. I want the user to "Select the client".
-
Type in a value - user will be able to enter free text
-
Select from a dropdown - user will select from a list that you specify
-
Type in a formula - user will be able to enter a formula for a calculation
I chose Select from dropdown and then clicked the "Preset a Value" button to set the options that will be shown in the dropdown.
{{fn:date}} - built-in Slideform functions
{{image:clientlogo}} - image pragma
{{seats}} and {{monthly rate}} - data lookups
-
{{seats}} - how many user licenses they are buying
-
{{monthly rate}} - the total license cost per month
Since I have the client name stored in the {{client}} pragma, I can look up the remaining pragmas based on the client name!
For example, the data to fill the {{seats}} pragma can be looked up in the sheet based on the client name.
- Under Filter the Data, select the client column from the sheet. This is the lookup column.
- Then, choose the {{client}} pragma. This is the lookup key.
Now Slideform will pull the number of seats for the specific client that I set in the {{client}} pragma!
I'll repeat this lookup logic for the monthly rate pragma as well.
{{annual cost}} - calculating formulas
My slides include both a monthly and an annual price, but only the monthly rate is found in the Google Sheet. We can calculate the annual cost as 12x the monthly rate in Slideform.
For the {{annual cost}} pragma, choose "Type in a formula" and "Preset a value". For this example, I choose to format the data as currency ($).
Then I entered the formula in the text box:
12 * {{monthly rate}}
This tells Slideform to calculate the value based on the {{monthly rate}} pragma.
❗ Be sure to save the data mapping by clicking save at the bottom of the page!