Creating PowerPoint Presentations in Stata with Slide Deck
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Stata Conference 2022
August 4
Washington, DC
Slide Deck: PowerPoint Presentations within Stata
Tim Schmidt
Treasurer
Discover Financial Services
•
“Slide Deck” is a suite of Stata programs in two Stata classes:
–
slide.class
–
deck.class
•
Facilitates the creation of PowerPoint presentations from within a
Stata session
•
Takes advantage of Stata 17’s Python integration
•
Builds upon
python-pptx
Python library for creating and updating
PowerPoint files
–
https://pypi.org/project/python-pptx/
–
https://github.com/scanny/python-pptx
2
Introducing “Slide Deck”
•
Python version 3
–
https://python.org/downloads/
•
Python-pptx Python library
–
pip install python-pptx
•
slidedeck
Python library
–
Included as source code in this project
–
Place it in your Python path
•
Stata version 17
–
Integrates Python
3
Prerequisites: What You Need
•
Office 2007 and later versions use Open XML file formats (.pptx)
•
python-pptx
library offers methods to create/edit .pptx format files
•
My
slidedeck
Python library simplifies use of
python-pptx
–
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To create a PowerPoint presentation:
–
Instantiate a deck using
deck
class
–
Instantiate one or more slides using
slide
class
–
Add slides to the deck and save it
4
How It Works
5
Terminology & Concepts
•
deck
objects contain
slide
objects
•
deck
object must contain at least one
“Layout”—a slide template
•
slide
objects encapsulate data for
the slide components (e.g., title,
exhibits, etc.) and methods (programs)
to act on the data
•
Use Markdown-style formatting in
“main” and “margin” bullets
•
deck
“renders” slides when user saves
the deck
–
Deck becomes a PowerPoint
presentation when user saves it as
.pptx file
6
Sample Session
(1:6)
* Load and label monthly economic data
insheet using econmo.csv, comma clear
drop date
gen date = mofd(mdy(month, day, year))
format %tmMonYY date
order date
sort date
lab var icpiu "CPI-U index, 1982-84=100, sa"
lab var iip "Industrial production index, 2017=100, sa"
lab var ru3 "U-3 unemployment rate, pct, sa"
* Create time series graphs
line ru3 date, xtitle("") title("Unemployment Rate")graph export ru3.png, replace
line iip date, xtitle("") title("Industrial Production")graph export iip.png, replace
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Sample Session
(2:6)
* Create inflation variable and graph it
gen pcpiu = ((icpiu/icpiu[_n-12])-1)*100
lab var pcpiu "CPI-U inflation, pct, YoY"
line pcpiu date, xtitle("") title("CPI-U Inflation")graph export pcpiu.png, replace
save econmo, replace
* Load and label quarterly economic data
insheet using rgdp.csv, comma clear
drop date
gen date = qofd(mdy(month, day, year))
format %tqYY:q date
order date
sort date
lab var rgdp "Real GDP, 2012 dollars, sa"
8
Sample Session
(3:6)
* Create real GDP growth variable and graph it
gen rrgdp = ((rgdp/rgdp[_n-4])-1)*100
lab var rrgdp "Real GDP growth, pct, sa"
line rrgdp date, xtitle("") title("Real GDP Growth")graph export rrgdp.png, replace
save econqtr, replace
* Create a new deck object
.d = .deck.new "dfsslides.pptx"
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Sample Session
(4:6)
* Create a four-graph slide and add it to the deck object
.s1 = .slide.new econoverview
.s1.set_title "U.S. Economic Conditions"
.s1.add_exhibits rrgdp.png iip.png ru3.png pcpiu.png
.s1.add_margin_bullets - Real GDP continues to expand, but
growth is slowing
.s1.add_margin_bullets - Industrial production has recovered
strongly from the pandemic-induced recession
.s1.add_margin_bullets - Unemployment remains near its record
low given strong labor market conditions
.s1.add_margin_bullets - Consumer price inflation has reached a
^ four-decade ^ high
.d.add_slide .s1
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Sample Session
(5:6)
* Create an all-text slide and add it to the deck object
.s2 = .slide.new execsummary
.s2.set_title "Executive Summary"
.s2.add_main_bullets + ^16 U.S. economic expansion continues,
but the pace of growth has slowed
.s2.add_main_bullets ++ Consensus forecast suggests below-trend
growth in second half of 2022
.s2.add_main_bullets + ^16 Labor market conditions remain very
strong amid high labor demand and low participation rates
.s2.add_main_bullets + ^16 Unusually high inflation will prompt
tighter monetary policy from the Federal Reserve
.d.add_slide .s2
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Sample Session
(6:6)
* Show the slides in the deck
.d.show_slides
* Delete a slide from the deck and show that it's gone
.d.del_slide .s2
.d.show_slides
* Add the slide back, this time to the front of the deck
.d.add_slide .s2 1
.d.show_slides
* Save the deck with the two slides; slides are "rendered" at
save
.d.save "econreview.pptx"
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–
U.S. economic expansion continues, but the pace of growth has slowed
▪
Consensus forecast suggests below-trend growth in second half of 2022
–
Labor market conditions remain very strong amid high labor demand and low
participation rates
–
Unusually high inflation will prompt tighter monetary policy from the Federal Reserve
Executive Summary
–
Real GDP continues
to expand, but
growth is slowing
–
Industrial production
has recovered
strongly from the
pandemic-induced
recession
–
Unemployment
remains near its
record low given
strong labor market
conditions
–
Consumer price
inflation has
reached a
four-
decade
high
U.S. Economic Conditions
•
Incorporate Stata tables
•
Accommodate more slide components/features
•
Expand Markdown-style formatting options
14
Future Enhancements
15
slide
Class Documentation
16
deck
Class Documentation
"Discover how to generate PowerPoint presentations directly from Stata using Slide Deck, a suite of programs leveraging Python integration. Learn about the prerequisites, how it works, and key terminology. Follow a sample session to load economic data and save graphs for effective presentation."
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Presentation Transcript
Slide Deck: PowerPoint Presentations within Stata Stata Conference 2022 Tim Schmidt Treasurer Discover Financial Services August 4 Washington, DC
Introducing Slide Deck Slide Deck is a suite of Stata programs in two Stata classes: slide.class deck.class Facilitates the creation of PowerPoint presentations from within a Stata session Takes advantage of Stata 17 s Python integration Builds upon python-pptx Python library for creating and updating PowerPoint files https://pypi.org/project/python-pptx/ https://github.com/scanny/python-pptx 2
Prerequisites: What You Need Python version 3 https://python.org/downloads/ Python-pptx Python library pip install python-pptx slidedeck Python library Included as source code in this project Place it in your Python path Stata version 17 Integrates Python 3
How It Works Office 2007 and later versions use Open XML file formats (.pptx) python-pptx library offers methods to create/edit .pptx format files My slidedeck Python library simplifies use of python-pptx slideand deck Stata classes encapsulate data for slide and deck constructs and programs to interact with slidedeck (directly) and python-pptx (indirectly) To create a PowerPoint presentation: Instantiate a deck using deck class Instantiate one or more slides using slide class Add slides to the deck and save it 4
Terminology & Concepts Title deck objects contain slide objects Margin bullets deck object must contain at least one Layout a slide template Main bullets slide objects encapsulate data for the slide components (e.g., title, exhibits, etc.) and methods (programs) to act on the data Title Use Markdown-style formatting in main and margin bullets deck renders slides when user saves the deck Deck becomes a PowerPoint presentation when user saves it as .pptx file Margin bullets Exhibits Footnotes 5
Sample Session (1:6) * Load and label monthly economic data insheet using econmo.csv, comma clear drop date gen date = mofd(mdy(month, day, year)) format %tmMonYY date order date sort date lab var icpiu "CPI-U index, 1982-84=100, sa" lab var iip "Industrial production index, 2017=100, sa" lab var ru3 "U-3 unemployment rate, pct, sa" Saving Stata graphs in PNG format (JPEG works too) * Create time series graphs line ru3 date, xtitle("") title("Unemployment Rate") graph export ru3.png, replace line iip date, xtitle("") title("Industrial Production") graph export iip.png, replace 6
Sample Session (2:6) * Create inflation variable and graph it gen pcpiu = ((icpiu/icpiu[_n-12])-1)*100 lab var pcpiu "CPI-U inflation, pct, YoY" line pcpiu date, xtitle("") title("CPI-U Inflation") graph export pcpiu.png, replace save econmo, replace * Load and label quarterly economic data insheet using rgdp.csv, comma clear drop date gen date = qofd(mdy(month, day, year)) format %tqYY:q date order date sort date lab var rgdp "Real GDP, 2012 dollars, sa" 7
Sample Session (3:6) * Create real GDP growth variable and graph it gen rrgdp = ((rgdp/rgdp[_n-4])-1)*100 lab var rrgdp "Real GDP growth, pct, sa" line rrgdp date, xtitle("") title("Real GDP Growth") graph export rrgdp.png, replace save econqtr, replace * Create a new deck object .d = .deck.new "dfsslides.pptx" Creating a new deck instance 8
Sample Session (4:6) * Create a four-graph slide and add it to the deck object Creating new slide instance Adding title, graphs ( exhibits ) and margin bullets to slide .s1 = .slide.new econoverview .s1.set_title "U.S. Economic Conditions" .s1.add_exhibits rrgdp.png iip.png ru3.png pcpiu.png .s1.add_margin_bullets - Real GDP continues to expand, but growth is slowing .s1.add_margin_bullets - Industrial production has recovered strongly from the pandemic-induced recession .s1.add_margin_bullets - Unemployment remains near its record low given strong labor market conditions .s1.add_margin_bullets - Consumer price inflation has reached a ^ four-decade ^ high Note use of Markdown- style formatting .d.add_slide .s1 Adding slide to deck 9
Sample Session (5:6) * Create an all-text slide and add it to the deck object Note use of Markdown- style formatting .s2 = .slide.new execsummary .s2.set_title "Executive Summary" .s2.add_main_bullets + ^16 U.S. economic expansion continues, but the pace of growth has slowed .s2.add_main_bullets ++ Consensus forecast suggests below-trend growth in second half of 2022 .s2.add_main_bullets + ^16 Labor market conditions remain very strong amid high labor demand and low participation rates .s2.add_main_bullets + ^16 Unusually high inflation will prompt tighter monetary policy from the Federal Reserve .d.add_slide .s2 Formatting syntax: ^ ^^ ^# ^Fontname Bullet syntax: + ++ - Italics Bold Font size Font Main bullet, level 1 Main bullet, level 2 Margin bullet, level 1 10
Sample Session (6:6) * Show the slides in the deck .d.show_slides * Delete a slide from the deck and show that it's gone .d.del_slide .s2 .d.show_slides You may delete slides * Add the slide back, this time to the front of the deck and add them back in a new spot to reorder them .d.add_slide .s2 1 .d.show_slides * Save the deck with the two slides; slides are "rendered" at save .d.save "econreview.pptx" Slides aren t rendered until the deck is saved 11
Executive Summary U.S. economic expansion continues, but the pace of growth has slowed Consensus forecast suggests below-trend growth in second half of 2022 Labor market conditions remain very strong amid high labor demand and low participation rates Unusually high inflation will prompt tighter monetary policy from the Federal Reserve
U.S. Economic Conditions Real GDP continues to expand, but growth is slowing Industrial production has recovered strongly from the pandemic-induced recession Unemployment remains near its record low given strong labor market conditions Consumer price inflation has reached a four- decade high
Future Enhancements Incorporate Stata tables Accommodate more slide components/features Expand Markdown-style formatting options 14
slide Class Documentation slide Function Instantiate new slide slide.class constructor Name new Usage example .s1 = .slide.new execsummary Comment(s) Slides must have a unique, one-word name when created slide.class methods Name set get_name show_name set_title get_title show_title add_exhibits get_exhibits show_exhibits num_exhibits add_main_bullets get_main_bullets show_main_bullets num_main_bullets get_main_runs Function Set slide name Return slide name Display slide name Set slide title Return slide title Display slide title Add exhibit(s) to slide Return string of exhibit filename(s) Display exhibit filename(s) Return number of exhibits Add text bullet(s) to main text area Return string of main bullet(s) text Display main bullet(s) text Return number of main bullets Return string of main bullet "runs" (bullet text surrounded by paragraph level, typeface settings, etc.) Usage example .s1.set execsummary local name "`.s1.get_name'" .s1.show_name .s1.set_title "This is the slide local title "`.s1.get_title'" .s1.show_title .s1.add_exhibits sales.png local exhibits "`.s1.get_exhibits'" .s1.show_exhibits local numex "`.s1.num_exhibits'" .s1.add_main_bullets "+ Point one ++ local mbtext "`.s1.get_main_bullets'" .s1.show_main_bullets local nummb "`.s1.num_main_bullets'" local mr "`.s1.get_main_runs'" Comment(s) Slide name is required at instantiation, so mostly for name changes Markdown-style symbols ("+") indicate bullet "level" (<= 5) Runs are comma-separated; typeface settings are colon-separated quartets of font name, size, bold and italics settings (e.g., Arial:9:True:False) show_main_runs add_margin_bullets get_margin_bullets show_margin_bullets num_margin_bullets get_margin_runs Display main bullet "runs" Add text bullet(s) to margin text area Return string of margin bullet(s) text Display margin bullet(s) text Return number of margin bullets Return string of margin bullet "runs" (bullet text surrounded by paragraph level, typeface settings, etc.) .s1.show_main_runs .s1.add_margin_bullets "- Point one -- Markdown-style symbols ("-") indicate bullet "level" (<= 3) local mbtext "`.s1.get_main_bullets'" .s1.show_margin_bullets local nummb "`.s1.num_margin_bullets'" local mr "`.s1.get_margin_runs'" Runs are comma-separated; typeface settings are colon-separated quartets of font name, size, bold and italics settings (e.g., Arial:9:True:False) show_margin_runs Display margin bullet "runs" Add text to footnote area .s1.show_margin_runs .s1.add_footnotes "* Footnote number one" local fntext "`.s1.get_footnotes'" .s1.show_footnotes .s1.show_footnote_runs local numfn "`.s1.num_footnotes'" add_footnotes get_footnotes show_footnotes show_footnote_runs num_footnotes Markdown-style symbols ("*") indicate footnote "level" Return string of footnote(s) text Display footnote(s) text Display footnote "runs" Return number of footnotes 15
deck Class Documentation deck.class constructor Name new Function Instantiate new PowerPoint deck Usage example .d1 = .deck.new "c:/templates.pptx" Comment(s) .pptx file must contain at least one slide layout deck.class methods Name save Function Save deck as .pptx file Usage example .d1.save "c:/trends.pptx" Comment(s) Will write over file if given existing filename; slides are "rendered" at this time Components added to slide object and to deck, but not yet "rendered" add_slide del_slide show_fn show_slides num_slides show_layouts find_layout Add slide object to deck Delete slide object from deck Display filename specified at instantiation Display name(s) of slide(s) in deck Return number of slides in deck Display components of each slide layout Find which layout(s) accommodate slide features .d1.add_slide .s1 .d1.del_slide execsummary .d1.show_filename .d1.show_slides local numsl "`.d1.num_slides'" .d1.show_layouts .d1.find_layout add_slide uses this method and defaults to the first 16
