Create 8.6 Preference Manager
How to set your colours, “house style” and other preferences in Create, using the Preference Manager. All options in the Preference Manager are the same in PowerPoint and Excel.
Customising Colour Palette (2 mins 55 secs)
This function allows users to modify the colours which are available in chart, text and tables.
Customising Chart Settings (2 mins 49 secs)
This function allows users to customize or modify the chart settings.
Advanced Chart Settings (1 min 11 secs)
Customise the settings for some of the advanced charts available in Create. Set your CAGR line colour, define waterfall positive and negative series colours and set your defaults for Forecast shading, average areas and average lines.
Customising Table Formats, the Styles Task Panes and Sharing Your Settings (4 mins 54 secs)
Edit table settings, styles in the Preference Manager and how to share, restore or upload settings you’ve created.
Create 8.6 Excel Features
This group of tutorials show how to produce all varieties of standard and advanced charts, format a workbook and link chart and table data to any PowerPoint presentation.
Creating Standard Charts (2 mins 8 secs)
Our clients can’t live without our super-fast chart formatting tools. No more ugly chart themes generated by Office – make a new one or apply your house style to any standard bar, pie, line or area chart in a couple of seconds.
Bubble Charts (2 mins 24 secs)
Bubble charts are a great way of showing valuation and market data. The Create chart wizard generates bubble charts in seconds while applying your organization’s house style. Create adds the bubble, X and Y axis labels and these are all linked to source data.
XY Scatter Charts (1 min 56 secs)
Creating scatter charts couldn’t be simpler. This tool adds the X and Y axis and series labels and you have options to colour series by series, or apply a different fill to each marker in a single series.
Marimekko Charts (1 min 14 secs)
Our awesome Marimekko chart engine draws a chart from any data set. A Marimekko chart is a 2D Stacked Chart but with the addition of displaying varying column widths. Whether you need a 4×4, 10×10 or 2×5 – it doesn’t matter to Create. Best of all, it’s an Excel chart object which you can edit, format and send to PowerPoint just like any other Excel chart.
Price Volume Charts (1min 15 secs)
Price Volume charts are a combination of Scatter line/s (price) and Column (volume). This is a popular chart for our financial services clients, and famously difficult to put together, normally over 160 mouse-clicks, in Excel. With Create – your chart is ready in just 4 clicks.
Waterfall Charts (3 mins 19 secs)
A waterfall chart – also known as a flying bricks or Mario or bridge chart – is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. You can display a Waterfall with one or multiple series, single or stacked and an option to display a comparison column.
Chart Tools (5 mins 53 secs)
There’s a range of helpful functions that can be applied to an existing chart with Create – including CAGR and Average lines, display Forecast periods, Split an Axis, add Comments, Copy and Apply a selected Chart Area… and more.
Worksheet Group (2 mins 27 secs)
How to start a new workbook, insert data from the XL library, PDF workbooks and the Undo feature.
Excel Tables (6 mins 42 secs)
Formatting tables in an Excel worksheet and sending to PowerPoint, either as linked pictures or sent as data which is then automatically formatted in PowerPoint. All ways to send tables from Excel with Create are linked back to source data.
Create 8.6 PowerPoint Features
This group of tutorials show how to start a presentation – although the functionality of Create will work alongside any style presentation, this tutorial works with the default templates and formatting available with Create.
Starting a Presentation (2 mins 28 secs)
In the Presentation group, there are a variety of options to start a new document, manage document settings – such as Draft stamps and Spelling Language – together with options to toggle on or off Guides and Slide Numbers. You will also be able to PDF documents here.
PowerPoint Formatting (4 mins 15 secs)
See how easy it is to apply your organisation’s branding using Create. There are a range of handy functions to swap shapes, change a layout, apply a fill, font or line with the colour palette, format an embedded chart in PPT and the Make and Select options.
PowerPoint Tables (4 mins 11 secs)
Tables are a vital part of any professional document – often containing the key numbers which are relied upon in a transaction. The Create tables tool is a much faster and more efficient way of applying styles to a table compared with the existing Microsoft ribbon. You’ll also see our handy table “Sort” feature plus options for compressing rows and columns, to make data fit more comfortably in a tight space.
Viewing and Editing Excel Links (4 mins 25 secs)
Create’s proprietary technology allows you to quickly and easily link tables and charts back to the source data in Excel. There are many ways to send charts and tables (including as pictures) and update links. You’ll also see how to view a source, change a source file, range or folder and update a single or multiple linked objects.
Packaging Linked Objects within a Presentation (1 min 10 secs)
With Create you can create a package of any presentation, including all the linked source data – to either share with a colleague, work in a different location (e.g. laptop vs network) or to create a XX record of the files.
Help, Checking for Software Updates (1 min 58 secs)
An on-line (no internet required) Help feature is available in both PowerPoint and Excel. The Help is searchable and the content is written in simple English with plenty of screenshots and step-by-step instructions. In the Help drop down you can check for Software updates, send your Error Log to the support team at Presentation Solutions and also view your version number in the About dialog.