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Create a new presentation

When you create a new presentation, you start with a single section. In that section, you need to declare the dataset you want to use, define the data series you want to examine, and specify how to group the results. From there, you can add and customize visualizations, add sections, and further refine your presentation before sharing it or exporting it to Microsoft PowerPoint.

Before you begin

Make sure you understand the fundamentals of presentations. See Reports and Presentations.

Steps

  1. Log in to Rhiza for Research.
  2. Start a presentation.
    From a specific report type
    1. Navigate to the Reports tab.
    2. Click either Geographic Report or Research Report, depending on which kind of presentation you want.
      • If you are creating a Geographic report, use the Knowledge Base articles to guide you from this point forward.
      • If you are creating a Research report, go to Step 3.
    From a specific visualization type
    1. Navigate to the home page (https://YourCompany.rhizalytics.com/home).
    2. Click the icon for the visualization type you want to start with.
      Clicking a map visualization creates a map in the Research report. If you want to create a Geographic report, see the previous row in this table.
    From a question
    1. Navigate to the home page (https://YourCompany.rhizalytics.com/home).
    2. From the Ask a Question section, click the question you want to work with.
    From a template
    1. Navigate to the Reports tab.
    2. Click either Geographic Report or Research Report, depending on which kind of presentation you want.
    3. Follow the instructions in Use a template to create a presentation.
  3. Specify the data you want to see by defining one or more target series. See Add Data To your presentation for more information.
  4. If you haven't done so already, click Apply Changes to create the visualization based on the data you specified.
    Depending on the size of the dataset and the complexity of your target series, it can take a few minutes for the system to display the results.
  5. Click Save Presentation to save your presentation. From this point forward, any changes you make are automatically saved.
  6. Optionally, manipulate the data and visualizations so you see exactly what you want, how you want.
  7. Optionally, add additional sections to tell different parts of the story.
  8. Optionally, generate a PowerPoint® version of your presentation.

Related information

Create and customize presentations

Examine data in your presentation

Add or modify sections in a presentation

Generate a Microsoft PowerPoint version of your presentation


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