When you create a presentation section, you know exactly what you intend to show with that particular combination of data, visualizations, and layout. Unfortunately, the person who will recreate that presentation from a template might not fully understand what you intended to convey. Thankfully, you can add notes to each section in a presentation to give the end user a little bit of guidance on what the section represents and on how best to use it in a sales pitch.

Notes have a 300-character limit, so be concise. Also, be aware that notes will appear in the Notes section of the generated PowerPoint; if a user shares that PowerPoint file with a client, your notes will be visible.

To add a note to a section, click the Notes icon on the top right of the Visualization pane, and then click Add Notes.

Adding a note to a section to help the end user understand how to interpret the presentation

In the following example, the presentation creator felt like it might be helpful to explain the reason for the visualizations she chose and how those supported the sales pitch for the client. She added a section note for the person who ultimately recreated her presentation from a template:

A section note for a presentation

Anyone who generates a presentation from a template and finds a note can hover over the note and take the following actions:

  • Hide the note -- Prevent it from being shown on the presentation if it's being shared online. Even if the note is hidden on the presentation, it still appears in the Notes section of the generated PowerPoint.
  • Edit the note -- Change the content of the note. This is useful if the end user wants to leave the note but make it geared toward the client he or she is pitching.
  • Remove the note -- Remove the note from the presentation and from the generated PowerPoint.
Last Updated: 8/4/2018, 4:57:10 PM