As a Relationship Manager, you often need to provide clients with monthly summaries of their investments or prepare presentations for pitches. It's crucial to have a solution that can quickly generate PowerPoint presentations with accurate data sourced from CAS or other vendors. These presentations should include well-designed charts and precise numbers to effectively convey information to clients.
Provide Json Input to Our Method
fun generatePPT() {
val pptParametersJson = IOUtils.toString(ClassPathResource("ppt_template/pptTemplate.json").inputStream, StandardCharsets.UTF_8)
val outputFile = PPTGenerator.generatePPT(
outputFileName = "john_doe_prospect",
pptParameters = JsonUtil.objectMapper.readValue(pptParametersJson, object : TypeReference<List<PowerPointParameter>>() {}),
templateFileInputStream = this.javaClass.classLoader.getResourceAsStream("ppt_template/pptTemplate.pptx")!!
)
Assertions.assertThat(outputFile.lengthInMb()).isGreaterThan(7.5)
}
- Example 1
Click Here to Check JSON for given example
{
"slideIndex": 21,
"contentsMetaData": [
{
"info": "Category Distribution Title",
"type": "TEXT",
"content": "₹1.99Cr",
"fontSize": 40,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 670.93,
"leftUpperY": 54.14,
"width": 170.35,
"height": 55.84
}
}
],
"chartsMetadata": [
{
"shapeId": 3,
"chartIndex": 19,
"chartName": "Category Distribution",
"categorizedData": [
{
"name": "Flexi Cap ₹1.99Cr",
"values": [55.99]
},
{
"name": "Mid Cap ₹1.99Cr",
"values": [12.99]
},
{
"name": "ELSS ₹1.99Cr",
"values": [7.87]
},
{
"name": "Small Cap ₹1.99Cr",
"values": [6.12]
},
{
"name": "Low Duration ₹1.99Cr",
"values": [3.78]
}
]
}
]
}
Output Category Distribution Slide
- Example 2
Click Here to Check JSON for given example
{
"slideIndex": 29,
"contentsMetaData": [
{
"info": "Underlying Debt MF Holdings Title",
"type": "TEXT",
"textHexColor": "#F8D39A",
"content": "Debt - Large cap Fund: Fund Performance Compared to Whitelisted Funds",
"fontSize": 28,
"inputTextAlignment": "CENTER",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 66.04,
"leftUpperY": 39.97,
"width": 841.85,
"height": 53.86
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 23.53,
"leftUpperY": 197,
"width": 321.72,
"height": 20.98
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹1.90 Cr",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 197,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 197,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 197,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 197,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 197,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 197,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 197,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 197,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 197,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 23.53,
"leftUpperY": 218.26,
"width": 321.72,
"height": 20.98
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹19.90 Cr",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 218.26,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 218.26,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 218.26,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 218.26,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 218.26,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 218.26,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 218.26,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 218.26,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 218.26,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textBoxHexColor": "#3F703B",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 23.53,
"leftUpperY": 239.52,
"width": 321.72,
"height": 20.98
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹23.24 L",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 239.52,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 239.52,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 239.52,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 239.52,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 239.52,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 239.52,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 239.52,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 239.52,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 239.52,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textBoxHexColor": "#3F703B",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 24.94,
"leftUpperY": 260.77,
"width": 320.3,
"height": 21.83
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹2465.24",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 260.77,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 260.77,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 260.77,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 260.77,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 260.77,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 260.77,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 260.77,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 260.77,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 260.77,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"textBoxHexColor": "#3F703B",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 24.94,
"leftUpperY": 282.03,
"width": 320.3,
"height": 21.83
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹99999.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 282.03,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 282.03,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 282.03,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 282.03,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 282.03,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 282.03,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 282.03,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 282.03,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 282.03,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"textBoxHexColor": "#1B668A",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 23.53,
"leftUpperY": 303.29,
"width": 321.72,
"height": 20.98
}
},
{
"info": "Amount 1",
"type": "TEXT",
"content": "₹12.43 L",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 303.29,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 303.29,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 303.29,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
"type": "TEXT",
"content": "9.17",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 553.86,
"leftUpperY": 303.29,
"width": 61.79,
"height": 20.98
}
},
{
"info": "6 Month 1",
"type": "TEXT",
"content": "16.46",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 617.07,
"leftUpperY": 303.29,
"width": 75.11,
"height": 20.98
}
},
{
"info": "1 Year 1",
"type": "TEXT",
"content": "54.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 693.32,
"leftUpperY": 303.29,
"width": 60.94,
"height": 20.98
}
},
{
"info": "3 Year 1",
"type": "TEXT",
"content": "33.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 755.40,
"leftUpperY": 303.29,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Std Dev 1",
"type": "TEXT",
"content": "9.20",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 814.07,
"leftUpperY": 303.29,
"width": 56.69,
"height": 20.98
}
},
{
"info": "Sharpe Ratio 1",
"type": "TEXT",
"content": "5.60",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 872.74,
"leftUpperY": 303.29,
"width": 61.51,
"height": 20.98
}
},
{
"info": "Fund Name 1",
"type": "TEXT",
"textBoxHexColor": "#1B668A",
"content": "HDFC Small Cap Fund - Direct Plan - Growth Option",
"fontSize": 9.0,
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 23.53,
"leftUpperY": 324.55,
"width": 321.72,
"height": 20.98
}
},
{
"info": "Amount 1",
"type": "TEXT",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 346.38,
"leftUpperY": 324.55,
"width": 77.95,
"height": 20.98
}
},
{
"info": "Portfolio Weight 1",
"type": "TEXT",
"content": "55.37",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 424.89,
"leftUpperY": 324.55,
"width": 71.15,
"height": 20.98
}
},
{
"info": "1 Month 1",
"type": "TEXT",
"content": "-0.99",
"fontSize": 9.0,
"inputTextAlignment": "RIGHT",
"textPreferredColor": "WHITE",
"coordinate": {
"leftUpperX": 496.89,
"leftUpperY": 324.55,
"width": 55.27,
"height": 20.98
}
},
{
"info": "3 Month 1",
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