Hello,
I am trying to generate a monthly report (in ppt) from the content of a SharePoint list. I would like the ppt split into sections per team and then populate a table with the tasks undertaken by that team. I am able to create a JSON table with tasks no problem, but I am not sure how to add a list of tasks within each of the teams in JSON. Essentially I am creating an array of arrays from what I can tell, though I can't create this using Append to Array variable.
Please help!
best regards,
Phil
Hi Michael,
Thanks so much for your prompt reply.
I have a SharePoint list which looks something like:
Normally there would be Jan-Dec, but I have only kept Jun/Jul/Aug. This list is being used as a basic annual workplan so it collects progress against deliverables for months which have passed and planned work (priorities) for future months. When a month passes, staff update the planned work with actual work.
On a monthly basis I would like to produce a report - currently I am trying to do this as a ppt presentation using Plumsail- though it could potentially be done in HTML or something else and saved as PDF. Using Plumsail I guess means its easy to create a pretty ppt presentation and then use tokens to substitute data from JSON.
So this month (July) I would like to produce a report where I generate a ppt slide or page (if PDF, doc etc) per Work Programme with a table containing deliverable;person responsible;status;last month update (jun column);this month priorities(jul column). This would therefore look something like:
Page 1: Data Systems
Page 2: Management
If its not too much, there are two other things I am trying to do:
Does this make sense?
Thanks so much!
Phil
Hi @FLMike ,
Thanks so much for your prompt reply.
I have a SharePoint list which looks something like:
Normally there would be Jan-Dec, but I have only kept Jun/Jul/Aug. This list is being used as a basic annual workplan so it collects progress against deliverables for months which have passed and planned work (priorities) for future months. When a month passes, staff update the planned work with actual work.
On a monthly basis I would like to produce a report - currently I am trying to do this as a ppt presentation using Plumsail- though it could potentially be done in HTML or something else and saved as PDF. Using Plumsail I guess means its easy to create a pretty ppt presentation and then use tokens to substitute data from JSON.
So this month (July) I would like to produce a report where I generate a ppt slide or page (if PDF, doc etc) per Work Programme with a table containing deliverable;person responsible;status;last month update (jun column);this month priorities(jul column). This would therefore look something like:
Page 1: Data Systems
Page 2: Management
If its not too much, there are two other things I am trying to do:
Does this make sense?
Thanks so much!
Phil
Hi @phil-nc
Can you please Mock up what you want it to look like, much easier than trying to figure out from the paragraph. Happy to help just want to make sure what the final thing is. Then no issues.
If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others
Cheers
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey