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Bulk Mode from a Dashboard

Use Bulk Mode to create multiple slides or presentations for different filter values on a dashboard

 

To create multiple copies of a full presentation using data from a spreadsheet, check this example.

 

1. Set up your project following the standard process

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 run the automation a few times with different filter values to ensure that the output is as desired. 

Here is a simple template for my sales report. The year and category fields correspond to filters on the dashboard. Once the data are filtered, the charts and data tables will be filled into the placeholders shown in gray boxes.

2. Set the Output Directory

In Bulk Mode you must specify where the new presentations will be sent. You can set either a Google Drive Folder (for Google Slides content) or a One Drive folder (for PPTX format). Go to the project's Configure screen and visit the Output tab to select an Output Directory.

3. Generate Slides in Bulk Mode

Click Bulk Mode on the project card.

The Bulk Mode page walks you through several steps.

Screenshot 2026-01-08 at 5.56.13 PM

1. Single presentation: Do you want the generated slides to be grouped into a single presentation or each in a different file? In this example, I want to create separate slide decks for each filter value, so I will keep the "single presentation" toggle OFF.

2. Select how to run this job. Defaults to Run jobs sequentially, but if you want to speed things up, you can Run the jobs in parallel.

3. Select the filter from your dashboard. Choose Datasource Filter and select the data source from your list of saved data sources. Then select the Worksheet and Filter.

Note: You can only use one filter from the dashboard in this interface. If you need to set different 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 create a version of the deck 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.

Screenshot 2026-01-09 at 2.52.02 PM

 

5. Create Presentations. Click Create Presentations to generate your output. The results will be sent to the output directory. If you set up notifications, you will receive an email when the presentations are complete.

 

6. Saving the Bulk Mode Submission for future use. 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.