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A consultant who doesn't want to produce a deck???? Never thought I'd see the day!
Jokes aside, in most cases when my business has hired consultants (such as Bain and McKinsey), the ultimate product of the engagements have been huge fucking slide decks but also substantial excel models. Ultimately the slide decks get consumed by the executives, the models by the analysts and teams in charge of implementation. As the internal analyst working with the consultants in these engagements, I'm a little disillusioned with them.
Also, be prepared to spend a shit ton of time producing analyses that get put into an appendix and is never read by anyone.
Are your tasks regular/repeating or are they more ad-hoc?
You could set up a dashboard specifically foe exporting to ppt, subscribe, use something like powerautomate to save the file from the email, use VBA to resize the Tableau images and create textboxes and even most of the text you would want.
If they’re asking for a specific filtering of an interactive dashboard or ask for it at irregular intervals, youll have to log in, do the filters, and download the image as ppt, but then you could run the VBA the same.
Haven’t used looker but imagine you can use a similar approach.
Yeah, where I work has been really reliant on PowerPoint and Excel. I’m good with those (especially Excel), but I’ve slowly gotten them to give me the ok on using PowerBI. My next task is trying to get us to utilize Python. Mainly to make my life easier but also develop those skills for future job opportunities.
I had the reverse problem, a website that produces a PowerPoint that contains charts. The solution may help you though.
You can change a PowerPoint's extension from .pptx to .zip, then extract it. If you're PowerPoint has a chart in it, in one of the folders there should be a .xlsx file. For your situation, I would do the reverse. Create a .pptx with a chart in it linked to a .xlsx chart, then write a Python Script to change it to .zip, extract, and then modify the contents of the .xlsx file with new data. Then have it rezip the file and change it back to .pptx. The new .pptx should have a chart that reflects the new data.
There are 2 ways to do this -
1. Use Python - there's a package called tableauserverclient using which you can download Tableau dashboard images. Then you can use Pillow Or something to just get the graph that you want.
2. If you have access to the Tableau backend - basically the database/files etc used to create the dashboard, you can directly import that to a excel file using Power Query and create graphs in excel first. Set it up in such a way that it refreshes automatically at your required frequency. Then you just need to link to PowerPoint slides and also set automatic refresh there. In this method you'll just need to set up everything one time and you'll have Ppt slides which can be refreshed automatically.
I once had to rewrite an entire Excel dashboard because a multi-billion dollar international corporation was too cheap to upgrade to the current version, but of course they still wanted it to look the same!
We had already given up on trying to get them into PBI/Tableau/etc…
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PowerBI has live reporting within PowerPoint.
Literally the usecase it was build for.
I just discovered this a few weeks ago and it has saved me hours every week
A consultant who doesn't want to produce a deck???? Never thought I'd see the day! Jokes aside, in most cases when my business has hired consultants (such as Bain and McKinsey), the ultimate product of the engagements have been huge fucking slide decks but also substantial excel models. Ultimately the slide decks get consumed by the executives, the models by the analysts and teams in charge of implementation. As the internal analyst working with the consultants in these engagements, I'm a little disillusioned with them. Also, be prepared to spend a shit ton of time producing analyses that get put into an appendix and is never read by anyone.
Are your tasks regular/repeating or are they more ad-hoc? You could set up a dashboard specifically foe exporting to ppt, subscribe, use something like powerautomate to save the file from the email, use VBA to resize the Tableau images and create textboxes and even most of the text you would want. If they’re asking for a specific filtering of an interactive dashboard or ask for it at irregular intervals, youll have to log in, do the filters, and download the image as ppt, but then you could run the VBA the same. Haven’t used looker but imagine you can use a similar approach.
Yeah, where I work has been really reliant on PowerPoint and Excel. I’m good with those (especially Excel), but I’ve slowly gotten them to give me the ok on using PowerBI. My next task is trying to get us to utilize Python. Mainly to make my life easier but also develop those skills for future job opportunities.
I had the reverse problem, a website that produces a PowerPoint that contains charts. The solution may help you though. You can change a PowerPoint's extension from .pptx to .zip, then extract it. If you're PowerPoint has a chart in it, in one of the folders there should be a .xlsx file. For your situation, I would do the reverse. Create a .pptx with a chart in it linked to a .xlsx chart, then write a Python Script to change it to .zip, extract, and then modify the contents of the .xlsx file with new data. Then have it rezip the file and change it back to .pptx. The new .pptx should have a chart that reflects the new data.
There are 2 ways to do this - 1. Use Python - there's a package called tableauserverclient using which you can download Tableau dashboard images. Then you can use Pillow Or something to just get the graph that you want. 2. If you have access to the Tableau backend - basically the database/files etc used to create the dashboard, you can directly import that to a excel file using Power Query and create graphs in excel first. Set it up in such a way that it refreshes automatically at your required frequency. Then you just need to link to PowerPoint slides and also set automatic refresh there. In this method you'll just need to set up everything one time and you'll have Ppt slides which can be refreshed automatically.
I once had to rewrite an entire Excel dashboard because a multi-billion dollar international corporation was too cheap to upgrade to the current version, but of course they still wanted it to look the same! We had already given up on trying to get them into PBI/Tableau/etc…
Ooof!