Build the Presentation

After you create a template containing Vision data fields, you can merge the actual data into the presentation.

Prerequisite: Create a PowerPoint template and insert Vision data into it.

To build the presentation, complete the following steps:

1. After you save the template file in PowerPoint, click Deltek Vision on the Add-Ins tab toolbar, and click Merge Presentation.
2. On the Merge Presentation dialog box, select the Info Center in Merge presentation template from.
3. In Deltek Vision Item, enter all or a portion of the specific Vision client, contact, opportunity, or project for which you want to include data in the presentation, and click the lookup button next to the field to select the record in the Lookup dialog box.
4. Click Merge to connect to Vision and merge Vision data into your presentation. The integration tool inserts the actual data from Vision for each field that you inserted into your presentation.
5. When a message displays to confirm that the merge was successful, click OK.
6. After you merge data from Vision into a presentation, you can toggle between the Vision field names you inserted and the actual data merged from Vision:
   • CTRL + Y displays the Vision field name.
   • CTRL + Z displays the Vision data.
7. In PowerPoint, save the file with the merged data as a presentation (.pptx) file.
8. Format the data in the presentation as needed and save the presentation again.