Present any attribute or metric in text format.

• Any text formatting applied to the tag in the template will be preserved in the auto-generated presentation.
• Tag format (attributes): {{type=text&attribute=[attributeId]}}
  • Example using account_name: {{type=text&attribute=account_name}}
• Tag format (metrics): {{type=text&metric=[metricId]}}
  • Example using metric_1: {{type=text&metric=metric_1}}

Present historical values of an attribute in chart format. 

• Your presentation template must include a chart on the slide where you intend to have the chart generated. Accepted chart types include line, bar, or combo.
• Chart type and color formatting will be preserved in the auto-generated presentation.
• The chart tag must be placed in the TITLE of the chart in your template.
  
• We recommend using the Data Tag Generator to create the chart tag. Chart fields require you to choose a time period from 1-360 days.
• Tag format: {{type=line-chart&data=[attribute/metric:attributeId/metricId_1,attribute/metric:attributeId/metricId_2,...]&period=[periodInDays]}}
  • Example using contract value (attribute) and metric_1 (metric) over 180 days: {{type=line-chart data=attribute:Contract Value,metric:metric_1&period=180}}
• Chart previews may not render accurately in the auto-generated preview within Totango. We recommend downloading the presentation and viewing the presentation in PowerPoint. Just like other elements, charts can be edited and customized within the auto-generated presentation (e.g., change chart type or theme, manipulate data, edit labels).

Present tabular data for an objective, collection, or account assignment.

To add an objective table to your template, insert a table with 3 rows:

• The first row is the title row.
• The second row is the row that represents the field from the type of table you're creating (e.g., table cell placeholder). There’s no need to add additional rows; the presentation builder will duplicate for every successive objective item in the account. However, extremely long entries can surpass the page’s character limitations.
• The third row denotes which table type (e.g., placeholder result). It must always be in this format: {{type=table&entity=objective}}.
  
  

To add a collection table to your template, insert a table with 3 rows:

• Insert the collection tag in the third row, using the following format from the Data Tag Generator. Replace the collection id you want to use: {{type=table&entity=collection&id=[collectionid]}}.
• Collections will appear AS IS in the presentation; all columns and rows will be imported.
• You will need to make some edits to make it look as you would prefer.
• Any font formatting applied to the tag in the template will not be preserved in the auto-generated presentation; however, you can change the background color of the table.
• If the collection is empty, a two-row table will be populated. The first row will have the title of the collection, and the second will say, "No data currently available."