PowerPoint Construction – Best Practices

PowerPoint was built so that a completely new users could build a presentation without knowing anything about the program. A quick look at the typical presentations out there will quickly confirm how little most users know about the program. But there is a design, an internal workflow that was built into the software. Creating a file that uses this workflow will make your templates and themes easier to use. Users will be able to build presentations faster and suffer fewer WTF moments. The deck will simply work better when you use these PowerPoint construction best practices.


Your New Mantra: Theme>Master>Layouts>Slides

This is the order in which you should approach PowerPoint construction. The best practice is Theme>Master>Layouts>Slides. First, create a Theme. Then apply that to a Master Slide, then format the Slide Layouts. Then last of all, make the Slides. The best presentations follow this order. The worst decks are created by trying to reverse the order. A surprising number of people start with the Slides, then try and fix the Layouts on which they’re based. Finally they end up at the Master and never quite discover the Theme. These are the problem decks that I get called on to repair, since they just don’t work anymore.


PowerPoint Construction Best Practices: The Theme

The basic design building block of all Office programs is the Theme. Themes nominally have 3 components: the Font theme, the Color theme and the Effects theme. However Effect themes are not editable in the program interface. All a designer can do is choose one of the presets, and the presets available change with each version of Office. Since effects are only used with tacky effects like 3D lozenges and shadows, most designers will simply ignore the Effects theme. If I’m able, I’ll apply the Office 2010 Couture effect theme, which has minimal gimmicks.

That leaves the Font and Color Themes. Color themes in Mac versions of Office are editable in PowerPoint. To create custom Font themes, Mac users must build them manually in a Text Editor. No need to get nervous about coding, they’re very simple files that you can create in TextEdit. I covered the technique in this article: XML Hacking: Font Themes. To create a Color theme that will work the best for your client, please read Office Charts: 6 Colors Maximum! This article is important because the order of colors in a theme determines the automatic color order of charts.

You don’t have to use a custom theme, but you also can’t have a theme-free file. If you don’t customize, your template will use the default Office theme. Then users will start to use the theme fonts and colors, because they’re obvious in the interface. And then your client’s presentations will be off-brand. Is that what you want? I didn’t think so…

A clear advantage of using a theme is that applying a new custom theme instantly updates the appearance of legacy documents. This feature alone takes most of the pain out of brand updates, but the underlying templates must have been built with theme application in mind.

I have Themes in my Theme!?

As usual for Microsoft, they use the same word in two different senses, just to make sure you get confused. In PowerPoint, a Theme and a Template can both contain an entire presentation in addition to the Color, Font and Effects Theme parts. By contrast, if you save a Theme from Word or Excel for Windows, the Theme file contains only the Color, Font and Effects parts, but no content or pages. So when you’re talking Themes with an expert, you need to make it clear whether you’re talking about a Font or Color Theme subfile, a Word or Excel style Theme that combines the Colors, Fonts and Effects, or a PowerPoint theme that includes all of the above plus Masters and Layouts.


PowerPoint Construction Best Practices: The Master

In PowerPoint, when you choose View>Slide Master, you’ll see a list of thumbnails at the side of your screen. The larger thumbnail at the top is the Slide Master (outlined in red):

The slide master never appears in a presentation. For this reason, some designers falsely conclude it is unnecessary and make a mess of it by ignoring it, deleting all placeholders, or otherwise mistreating it. The clients of these designers live in PowerPoint hell, with layouts and slides that just don’t work the way they should. It’s a shame that a designer who doesn’t know what they’re doing can’t spend a few dollars to bring in a professional to assist them.

A critical function in PowerPoint templates and themes is Inheritance. Inheritance is what we use when we create a typestyle, then apply that style to text. The text is said to inherit the characteristics of the style. The style is the parent and the text is the child.

The Slide Master inherits the fonts and colors of the Theme. Then the Slide Layouts inherit their formatting from the Slide Master, and finally the Slide inherit their formatting from the Layouts. The Slide Master is a crucial link in the chain. Ignoring it or formatting it incorrectly will cause inheritance problems in the rest of the presentation.

The correct way to format the Slide Master is to include as much formatting as possible that can carry over to the Layouts. Leave all placeholders in place, do not delete any. Perhaps you don’t think users will need a date or footer field, but deleting them will create problems for the users that actually do need them. You will also create problems in the future, when today’s decks become tomorrow’s legacy presentations that need to be updated with a new theme.

Analyze the design sample slides for where bulleting is needed and where it isn’t. A default Microsoft design uses bullets for every text level, but your template will be more useful if it includes a mix of bulleted and non-bulleted levels. The bullet scheme you apply on the Slide Master is automatically inherited by all the slide layouts.

On most presentations, there is a company logo that appears on most or all slides. Include that logo on the Slide Master (Of course, that logo is an indexed-color PNG right? You’re not still using JPEGs for logos, are you?). Important: Don’t touch a Slide Layout until the Slide Master is complete!


PowerPoint Construction – The Layouts

When the Slide Master is complete, then and only then, move on to the Slide Layouts. Why? Because editing the Layouts breaks the inheritance from the Master of the edited feature. As one example, if you create a unique bullet setup on a Layout, then go to the Master and create the same setup, the edited Layout will remain out of sync. Subsequent changes to the bullets on the master will never show on the Layout, because you broke the inheritance. Any changes to the Slide Master also have be duplicated on the Layout. Even though the bullets are identical, you created twice as much work by editing the Layout before the Master.

I’ve seen some designers who delete everything on the Master so they can create Layouts that differ from each other. This, too, is a mistake. The Slide Master should be formatted to look like a typical or common slide in the presentation. Then, for any layout that has different graphics or background color, right-click on the Layout, choose Format Background and turn off the background graphics with the Hide background graphics option. This leaves the placeholders in place and they still get their formatting from the Master. Then create a different color background and/or include different graphics. Presto, a different appearance, while maintaining inheritance from the Master.

I really don’t like the Layout titles that Microsoft has assigned. First, there is the Title slide, then you have Title and Content. Except the word Title refers to 2 different things. The first layout is for the title of the presentation, which could just as easily be called the Cover slide, while the second refers to the Title placeholder on the slide layout. Most of the layouts have titles, why do only some include Title in the layout name?. I’d love to fix this, but then I would create another problem:

People will make presentations with your template. Someday those decks will be “legacy content” that needs to be updated with the next template that will inevitable follow yours. When those presentations are updated, PowerPoint will find a Cover layout in the old file and a Title layout in the new one. PowerPoint doesn’t know these are intended to be the same layout. So instead of replaced Cover with Title, it keeps both. The old deck now has a new Title layout, but it doesn’t get applied to the title slide, because that is linked to the Cover layout. The user screams. Why didn’t all the slides update with the new theme? Well, it’s your fault, because you thought you were more clever than Microsoft and you changed the layout name. For more information about creating templates and themes that work with legacy slides, please see my article Legacy Slides – Best Practices

You can also create custom layouts in Slide Master view. Start by duplicating an existing Layout or creating a new one. Then choose the Insert Placeholder command to add an all-purpose Content placeholder, or one of several types of content-specific placeholders. You can add many placeholders to a layout, it’s a very flexible system. However, there is a potential problem if you do this to try to replace deleted default layouts.

The default layout name alone is not enough. We’ve worked on templates where the designer deleted all the default layouts, then inserted new layouts using the default names. Unfortunately, PowerPoint sees all created layouts as the custom layout type. You can call it Title Slide, but it does not have the Title Slide layout type, it has the Custom layout type. So when a user pastes in a legacy title slide, it will not map correctly to the layout called Title Slide. Instead, it will bring in its old slide layout, inheriting what it can from the Slide Master. The resulting slide usually looks close to the design intent, but not exactly, and your presentation now has an extra layout called 1_Title Slide, which will confuse users.

The best practice for widest compatibility is to leave all default layouts in place with their original names. The vast majority of decks out there have been created with Microsoft templates supplied with Office. Keeping the default layouts ensures perfect copy and paste operations from such presentations. For more information about creating Microsoft-compatible templates and themes, please refer to my post Microsoft-Compatible PowerPoint Templates – Best Practices. The only 2 layouts we commonly delete are Title and Vertical Text and Vertical Title and Text. These are intended for use with Asian languages, so we leave them in for world-wide companies that might need Far Eastern text but delete them for smaller and local clients. Just remember: if you keep the layout, keep the name. New titles for new layouts only!

The layout type is not visible anywhere in the user interface. We find the layout type by running a tiny macro that displays the layout type for each slide:

Sub GetLayoutTypes()
  Dim SlideObj As Slide
  For Each SlideObj In ActivePresentation.Slides
  MsgBox SlideObj.Layout
  Next SlideObj
End Sub

The output is the numeric slide type, which you can look up on this Microsoft page: PpSlideLayout Enumeration (PowerPoint)


PowerPoint Construction – Custom Slide Layouts

A question that comes up frequently is whether to use Picture or Content placeholders for a photo slide layout. These 2 types of placeholders act differently, so the choice depends on what kind of action is most suitable. When you insert a picture into a content placeholder, the placeholder fits itself to the photo proportions. If the photo has a small physical size, the Content placeholder shrinks to fit the photo. The photo’s aspect ratio is always preserved.

By contrast, a Picture placeholder stays the same size. Placed photos are enlarged or reduced to fit the placeholder, and are automatically cropped to make the photo fit the aspect ratio of the placeholder. Knowing this, we can state that where a particular layout is locked down, you should use a Picture placeholder. An example might be a photo page where there is an exact 1/4″ gap between photos on all 4 sides. A Picture placeholder will maintain this layout:

Picture placeholders are better for rigid or exact layouts.

If the slide contains a single picture and the entire picture must show in its original proportions, a Content placeholder is more suitable:

A flexible layout when the entire photo must show is better with a Content placeholder.

Placeholder Content Rotation and How to Avoid It

I’ve repaired lots of presentation that show these symptoms: in a series of placeholders on a custom layout, you’ll enter text or content. You switch to a different layout, then switch back, but now the content is in different placeholders than you used originally. What’s happening? Sometimes, there was a lazy designer who, while editing a layout, copied and pasted formatted placeholders rather than using Slide Master>Insert Placeholder. While they were saving themselves a few minutes, they were sentencing their users to much more time rearranging slides after switching layouts.

The reason is that PowerPoint keeps track of each placeholder by its ID number in the XML. Most of the time, when you copy and paste placeholders on a layout, PowerPoint assigns a new ID number. But occasionally, it fails and the shapes have duplicate ID numbers. The result is a slide with placeholders that PowerPoint can’t tell apart. When it has to assign a piece of content to the duplicated placeholders, the result is random placement of the graphic or text.

To be fair, you can also get a similar effect when switching between layouts that have different numbers of placeholders. If the first layout has 10 placeholders and the second has only 2, PowerPoint will place the first 2 items in the right place. The remaining 8 items will still be in placeholders, but since there is no layout information, they’re plunked wherever PowerPoint wants to put them. When you reapply the original layout, all placeholders will pop back into place, with each kind of placeholder going where that type is on the layout. Unfortunately, during this process, PowerPoint re-writes the ID numbers and some pieces end up in a different order. The effect is less chaotic than lazy designer syndrome.

You can minimize this problem when designing the template or theme. Create each placeholder on each custom layout in the order in which they are to be filled. For feft-to-right languages, this will usually be from the upper left corner to the bottom right, either in rows from top to bottom, or columns from left to right. Assuming that the source slide and destination slide have layouts that follow this, the content will be placed in order from top left to bottom right.


PowerPoint Construction – The Slides

Now you’re finally ready to make slides, or hand the template off to your users so they can get creative. And this is the place where a well-constructed template or theme can either save your users time, while a sloppy one will keep them working ’til midnight. Do it right and the slides will be easy to produce, and they’ll work the way they’re supposed to. Just follow your mantra: Theme>Master>Layouts>Slides and all else will be bliss!

Brandwares employees collectively have decades of PowerPoint construction knowledge, and we’re for hire! Contact me at production@brandwares.com with details of your project.

OOXML Hacking: Styled Text Boxes Complete

My last post began the subject of styled text boxes. There I covered the parameters contained in the first line of each level definition. Today’s entry continues by introducing the XML elements inside the level definition that format text. As a reminder, a level definition is the equivalent of a PowerPoint style. Since a text box can have up to 9 text levels, we can format 9 unique styles.


Styled Text Boxes – Child elements

Child Elements are XML parameters that are within an a:lvl#pPr level definition, as opposed to the first line values covered in my last post. Here is a super simple level with only 2 enclosed parameters, shown in bold:

<a:lvl1pPr marL="0" indent="0">
  <a:buNone/>
  <a:defRPr sz="1400"/>
</a:lvl1pPr>

The first tag, a:buNone, sets the level to not have a bullet, while a:defRPr sets the text size to 14 points.

Next, here’s an example that shows line spacing and tab settings:

<a:lvl2pPr marL="0" indent="0">
  <a:lnSpc>
    <a:spcPct val="125000"/>
  </a:lnSpc>
  <a:spcBef>
    <a:spcPts val="1200"/>
  </a:spcBef>
  <a:spcAft>
    <a:spcPts val="500"/>
  </a:spcAft>
  <a:tabLst>
    <a:tab pos="457200" algn="l"/>
    <a:tab pos="914400" algn="l"/>
    <a:tab pos="1371600" algn="l"/>
  </a:tabLst>

In order, this block sets line spacing of 125% (or leading, for the designers), 12 points of space before and space after of 5 points. Finally, three left-aligned tabs are set. The units are EMUs, so these tabs are spaced 1/2″ apart.

Child Elements – Bullets

Out of 16 possible child elements, 11 are for bullet formatting. Creating bullets by editing XML is an exercise in frustration. It’s far easier to create bullets using the program interface and then transfer that XML to the p:defaultTextStyle section of presentation.xml.

For an overview of all level definition parameters, this page covers them: Datypic page for List Level Text Style


Styled Text Boxes – The Easy Way

Sure, you could do all of the above in a text editor, if you wanted to prove your coding prowess. But time is short and there’s a faster way to get this job done using PowerPoint’s program interface. This leverages the fact that the structure for list level text is exactly the same for p:titleStyle, p:bodyStyle and p:otherStyle as used in slideMaster1.xml, p:txBody, used in many slide layouts, and p:defaultTextStyle as seen in presentation.xml.

My preferred method is to start by making a copy of the Content with Caption slide layout, then deleting the title and content placeholder, leaving only a text placeholder preformatted with small text. Then I make 9 levels of text and format each to match a design or client specs for what the text box styles should look like. Do all your bullet formatting here. Save the file and exit PowerPoint.

Now expand the file and look in ppt/slideLayouts. The Content and Caption layout is usually slideLayout8.xml. If you duped it as suggested, open slideLayout9.xml and format the code to be humanly readable. Just below <a:lstStyle> are 9 level definitions with all the formatting you created in the program interface. Each level starts with <a:lvlXpPr where X is the level number. Copy all 9 level definitions, but not the starting <a:lstStyle> or closing </a:lstStyle> tags.

Now open ppt/presentation.xml, select all 9 level definitions (starting just below </a:defPPr>) and paste in the 9 levels from slideLayout9.xml. Save the file, zip everything back into a presentation. Each inserted text box should now have up 9 levels of styles that match the formatting you created on the duplicated layout. Delete the extra layout and you’re done.


Styled Text Boxes – What about the Font?

If you’ve tried these steps out, you might notice one glaring omission in the XML. When you format a slide layout and copy the XML, there is no font information in the level definitions. This is because the layout gets its font info from the slide master. There are 2 ways to fix this:

  • If all levels the text box are in the same font, open the presentation, create a text box, set the font, right-click on the text box and choose Set as Default Text Box.

This action fills an objectDefaults stub at the bottom of ppt/theme/theme1.xml. It looks something like this:

<a:objectDefaults>
  <a:txDef>
    <a:spPr>
      <a:noFill/>
    </a:spPr>
    <a:bodyPr wrap="square" rtlCol="0">
      <a:spAutoFit/>
    </a:bodyPr>
    <a:lstStyle>
      <a:defPPr>
        <a:defRPr dirty="0" smtClean="0">
          <a:latin typeface="+mn-lt"/>
        </a:defRPr>
      </a:defPPr>
    </a:lstStyle>
  </a:txDef>
</a:objectDefaults>

In this case typeface=”+mn-lt” sets the text box font to the Minor (hence mn) or Body theme font. The Heading theme font would appear as +mj-lt.

  • If there are different fonts for different levels, apply those fonts when formatting the duplicate slide layout.

Interesting fact: If a level is set by default to a theme font, clicking on the font dropdown and re-selecting the same theme font breaks the font inheritance from the slide master and specifies the theme font in the layout instead. Here’s the default XML from the layout level 1 again:

<a:lvl1pPr marL="0" indent="0">
  <a:buNone/>
  <a:defRPr sz="1400"/>
</a:lvl1pPr>

And here’s what it looks like after reapplying the theme font in the layout:

<a:lvl1pPr marL="0" indent="0">
  <a:buNone/>
  <a:defRPr sz="1400">
    <a:latin typeface="+mn-lt"/>
  </a:defRPr>
</a:lvl1pPr>

Styled Text Boxes = Instant Text Placeholders

I believe this hack vastly increases the utility of the text box. In effect, it becomes a text placeholder that a user can easily add to any slide. Accessing the styles works exactly the same as a text placeholder. Use the Increase List Level button (Indent More on a Mac) to move through the levels.

Here’s a visual comparison of a text placeholder and a styled text box:

Text Placeholder compared to Styled Text Box


Styled Text Boxes – Other Issues

I’ve run across a couple of minor problems that you will need to keep in mind.

  • Picture bullets aren’t going to work. These require building an XML relationship to the bullet image stored in the file, which is very hard to do manually. Don’t bother.

  • Similar to the theme font issue mentioned above, default paragraph spacing in the layout is inherited from the slide master. This means your text box paragraphs will be missing any space before or after that displays in the layout. To fix this, set the paragraph spacing for each level in the layout. It doesn’t have to change, but you still have to set it to include the spacing in the layout XML.

As always, I welcome your questions, feedback and suggestions. Contact me at production@brandwares.com. Keep hacking!

OOXML Hacking: Text Box Styles

PowerPoint’s text boxes could really use styles. But wait: they already do! Text boxes styles are built right into the file format, but there is no access to them thorough the program interface. Formatting text boxes using PowerPoint’s user interface is primitive compared to the styling that can be applied to placeholders in PowerPoint. There is no master where you can format text box defaults. The program interface only allows you to set one style, then right-click and choose Set as Default Textbox. And even this default disappears if you click on the Clear All Formatting button (Home>Font group, look for the icon with an eraser over 1 or 2 letters).


Text Box Styles XML

First, let’s clarify our terminology. Text styles in PowerPoint don’t work like any other program, because there’s no Style menu to apply to selected text. Instead, there are levels that you get to by clicking on the Increase List Level (Windows) or Indent More (Mac) buttons. Each level can have a different style.

Fortunately, with some judicious XML editing, you can create 9 preformatted levels of text for your text boxes. They can become nearly the equivalent of a text placeholder that you can add to any slide. This formatting includes line spacing, bullets, indentation, alignments and many other parameters, so this will have to be a 2-part article.

These text box styles will be saved in a theme, so they can be used in other presentations. However, if the theme is applied to Word or Excel, those programs ignore the custom styles and use their standard single-style text boxes. I guess we could expect that when all these settings are storing in a component called presentation.xml. If you’re new to this subject, read XML Hacking: An Introduction. If you’re using a Mac, you should also read XML Hacking: Editing in OS X.

The XML component that contains the text box text levels is ppt/presentation.xml. This component also contains presentation parameters like slide size, slide master ID and a list of slide IDs for all slides in the deck. Below those items is a tag called <p:defaultTextStyle> that contains 9 levels of text formatting. This structure is nearly identical to the text formatting used for default table text, covered in this article: XML Hacking: Default Table Text

Each of the text levels is identical except of a single digit in the name tag, so we can extract one level for an example that will work for all levels. When this is set up, you’ll be able to insert a text box, then click on the Increase List Level button (called Indent More in OS X) to move between styles, just like a text placeholder. Here’s a sample default level:

<a:lvl1pPr marL="0" algn="l" defTabSz="914400" rtl="0" eaLnBrk="1" latinLnBrk="0" hangingPunct="1">
  <a:defRPr sz="2400" kern="1200">
    <a:solidFill>
      <a:schemeClr val="tx1"/>
    </a:solidFill>
    <a:latin typeface="+mn-lt"/>
    <a:ea typeface="+mn-ea"/>
    <a:cs typeface="+mn-cs"/>
  </a:defRPr>
</a:lvl1pPr>

This contains 2 different sections: the first line, called an element, with a string of parameters, called attributes, plus the list of additional parameters on separate lines below, called child elements. It’s important to create the right data in the correct location, so for this article, I’m only going to cover the first line.


Text Box Styles: Attributes

From left to right, the default attributes are:

  1. marL – Sets the left margin for that text level in EMUs. 914,400 EMUs equal 1 inch, while 360,000 EMUs equal 1 centimeter.
  2. algn – Horizontal alignment. A value of l means left aligned. You can also use r for right aligned, ctr for center aligned, just for justified text and dist, which distributes text evenly across the line width, kind of like an extreme form of justification.
  3. defTabSz – Default tab size, again in EMUs.
  4. rtl – Is the language right to left? 0 means no.
  5. eaLnBrk – East Asian Line Break: East Asian languages have rules about where a line break occurs. The 1 value turns this attribute on. A 0 breaks the line wherever needed, without consulting the rules.
  6. latinLnBrk – Similar to the eaLnBreak, a 0 will not break the line without a hyphen, a 1 will break the line wherever needed without a hyphen.
  7. hangingPunct – Theoretically, this forces puctuation to be on the same line as text or allows it to drop to a spearate line. Online documentation for this is poor and I couldn’t detect any difference in setting this to 0 or 1.

Those are the defaults. Then there are several optional parameters that you can add manually:

  • marR – You can set the right margin of text, in EMUs.
  • indent – Set the first line indent of each paragraph, in EMUs.
  • fontAlgn – Vertical alignment. Acceptable values include auto and base which both set text on the font baseline, which is the default. You can also use b to align with the bottom of the descenders (like the bottom of a g or y), t to align with the ascenders or ctr to center text vertically. This latter setting solves the issue that when you increase PowerPoint bullet size, you also increase the bullet elevation above the baseline. Using fontAlgn=”ctr” forces the bullet to stay aligned with the text whatever size it is.
  • lvl – Determines the numbering level for this text level, independent of the level’s position in the hierarchy of text box styles.

The picture below illustrates 5 levels of formatting in a text box. There is no local formatting applied, all I did was type the text and click on the Increase Indent button to move between levels, exactly as with a text placeholder.

Text box styles from the first line parameters

5 levels of text box text formatted with only the first line <a:lvl#pPr> tag.


Text Box Styles: Obscure Gotcha

This XML group is called p:defaultTextStyle for a reason: it’s for other items besides text boxes. If you save you template and a PowerPoint theme (File>Save As>Save as type>Office Theme (*.thmx)), the slide master and layouts are saved in the file. Double-clicking on the theme creates a new presentation. But Handout and Notes masters are not saved in a theme, only in a template. PowerPoint creates new Handout and Notes Masters on the fly using its plain vanilla defaults. The Header, Footer, Date and Page Number placeholders are recreated from the p:defaultTextStyle levels. If the first level uses bullets, the placeholders will have bullets as well!

To get around this, format the first level without bullets, or distribute a template instead, which includes Handout and Notes masters that you can format to the design specs. I prefer templates, because you can also include sample slides.

We’re here to help. Brandwares can improve your PowerPoint project: We teach the pros! Contact me at production@brandwares.com.

Multiple Color Themes, One Template – Best Practices

Multiple color themes in the same PowerPoint template are useful for companies with several divisions or for presenters who need color-coded sections. Here are 3 ways to add that capability to your presentations.


Multiple Color Themes: Using Super Themes in PowerPoint

PowerPoint 2013 and 2016 for Windows and Mac all feature a new theme format developed by Microsoft: the Super Theme:

Super Theme Color Variants
Super Theme Color Variants

The user sees a preview of the color palette that will be used, then picks the variant they want to use. It’s an elegant, attractive interface and makes the design variants plainly visible on the Ribbon. Super Themes also allow the inclusion of size variants, so that resizing a deck doesn’t distort the logos.

Brandwares now creates custom Super Themes, so we can make these for you. However, the technique is tricky, so if you’re an independent designer without the budget for professional assistance, you’ll have to find another way. Fortunately, there are other methods to add multiple color themes.


Multiple Color Themes: Hacking XML

This technique works to add multiple color themes to PowerPoint. You can also add them to Word and Excel files, but those programs will simply ignore them. These extra color themes will travel with a theme saved from such a Word or Excel file, but you already knew that PowerPoint is the program to use for creating theme files. To hack the XML, start by reading XML Hacking: An Introduction. If you’re using a Mac, you should also read XML Hacking: Editing in OS X.

Now, expand your Office file to see the XML. Open the ppt folder, then open the theme folder inside that. PowerPoint saves every theme that’s ever been applied to the presentation, starting with theme1.xml, so you’ll have to check the theme name in each variant to get the right one. If you’re trying this with Word or Excel, look in word\theme or xl\theme respectively, where you will find only one theme1.xml file.

Format the XML to be readable, then go right to the bottom of the listing, where you’ll find the self-closing stub called <a:extraClrSchemeLst/>. First, open up the stub:

<a:extraClrSchemeLst>
</a:extraClrSchemeLst>

Then add a color scheme:

<a:extraClrSchemeLst>
  <a:extraClrScheme>
    <a:clrScheme name="Red-Tan Chart Colors">
      <a:dk1>
        <a:srgbClr val="000000"/>
      </a:dk1>
      <a:lt1>
        <a:srgbClr val="FFFFFF"/>
      </a:lt1>
      <a:dk2>
        <a:srgbClr val="082948"/>
      </a:dk2>
      <a:lt2>
        <a:srgbClr val="FAF9F9"/>
      </a:lt2>
      <a:accent1>
        <a:srgbClr val="C46158"/>
      </a:accent1>
      <a:accent2>
        <a:srgbClr val="E69779"/>
      </a:accent2>
      <a:accent3>
        <a:srgbClr val="699BC5"/>
      </a:accent3>
      <a:accent4>
        <a:srgbClr val="6E9C82"/>
      </a:accent4>
      <a:accent5>
        <a:srgbClr val="1F497D"/>
      </a:accent5>
      <a:accent6>
        <a:srgbClr val="4A8363"/>
      </a:accent6>
      <a:hlink>
        <a:srgbClr val="1F497D"/>
      </a:hlink>
      <a:folHlink>
        <a:srgbClr val="699BC5"/>
      </a:folHlink>
    </a:clrScheme>
  </a:extraClrScheme>
</a:extraClrSchemeLst>

The syntax is exactly the same as for the clrScheme listing that every theme includes as its main color theme, so you can simply copy and paste the whole block of XML. The theme file can hold any number of extra color schemes. When you are using the final file, you can change the theme colors by choosing View>Slide Master>Colors in PowerPoint (actual menu names change in different versions of Office).

Multiple Color Themes

Clicking on the Colors dropdown shows the extra color themes.

When you choose a new color theme, all elements keyed to the color theme will change throughout the presentation.


Multiple Color Themes: Multiple Masters (PowerPoint only)

For Word and Excel, a document can have only one color theme applied at a time, and that theme affects all pages in the file. PowerPoint allows more flexibility, since it can have multiple master slides and each of those master slides has its own color theme. This means that different parts of a PowerPoint file can have different color themes. This is often used to color-code different sections of a presentation.

In its most basic form, this is the simplest technique. No XML hacking required:

  1. In PowerPoint, choose View>Slide Master to view the masters.
  2. Right-click on the Slide Master (the larger slide at the top of the left-hand display) and choose Duplicate Slide Master. The new master is added below the slide layouts for the first master. (In Windows versions, right-click and check that each Master has the Preserve Master attribute checked, or they’ll vanish later.)
  3. Select the new master, then choose Color>Customize Colors.
  4. Revise the color theme, or apply a color theme you created earlier. OK out.

Repeat the steps above for each different color theme you need to include. In the program interface, the user will see a group of slide layouts for each slide master. Here is a presentation where only one colors changes in each color theme:

Each master has its own color theme and slide layouts.
Multiple Master Color Themes

While this is the simplest method to use, it’s not self-evident to all users that you change color themes by choosing a different set of slide layouts. So you’ll probably have to include at least an explanatory note with the template when you distribute it. But what if you want a premium solution for a high-end client? Read on…


Multiple Color Themes: XML Hacked Multiple Masters (PowerPoint only)

A solution that is simpler to use is to combine techniques 2 and 3. Create multiple masters, each with a different color theme. This will create a theme#.xml file in ppt/theme. Open all the theme#.xml file and copy the clrScheme for each to an extraClrScheme tag in all the others. So if you have 3 masters and color themes, copy the clrScheme tag for theme1.xml to an extraClrScheme tag in theme2.xml and theme3.xml. Then copy the clrScheme from theme2.xml to extraClrScheme tags in theme1.xml and theme3.xml.

The result is that it doesn’t matter so much which master you choose, you can change the color theme later. Of course, changing the color theme affects all slides based on the same master. This is an easy-to-use method for providing presentation with sections in different colors.

My thanks to Timothy Rylatt for his assistance with fact checking and corrections in this article.

Brandwares employees are world experts in PowerPoint template and theme creation. Send me a line at production@brandwares.com for assistance with your project.

OOXML Hacking: Locking Graphics

Locking graphics in Office documents must be #1 on most designers’ wish lists, judging by the number of requests we get. While Word and Excel already do a fairly good job of locking, they can still benefit from this technique. PowerPoint remains wide open. If you can see it, you can move, resize or delete it. Placing items on the Slide Master or Layouts helps, but this is minimal protection against a savvy user. Your users love to be “creative”, so how can we protect the brand from their enthusiasm?

Fortunately, it’s possible to provide protection for important logos and maintain slide layout integrity by editing the template XML. But this power comes with a responsibility to design the protection carefully. It can be a very thin line between a deck that is protected and one that is unusable. If you decide to protect your presentation, it is incumbent on you to test it repeatedly to ensure your users can still get work done with it.

Before trying this, please read my Introduction to XML Hacking. If you’re using OS X, it’s also important to read my notes about Editing XML in OS X.

Locking takes place mostly in the Slide Master and Layouts. A minimal approach is best, as each additional locked item will create more feedback from your users with the potential to increase tech support costs. On the Slide Master, you will probably only lock a company logo.


Locking Graphics: Logos

Start by placing a logo on the Slide Master. Of course, you’re not using a JPEG file, because you already know that’s the worst format for line art. If you still think JPEGs for logos are a good idea, please read JPEG Logos? Fail! and Logo Production Secrets. After the logo is in place, expand the presentation to view the XML. Open ppt\slideMasters\slideMaster1.xml. All the placeholder coding comes first, so scroll down about halfway until you see XML that looks like this:

<p:pic>
  <p:nvPicPr>
    <p:cNvPr id="7" name="Picture 6"/>
    <p:cNvPicPr>
      <a:picLocks noChangeAspect="1"/>
    </p:cNvPicPr>
    <p:nvPr userDrawn="1"/>
  </p:nvPicPr>

To lock this, we can add just one small parameter (in bold):

<p:pic>
  <p:nvPicPr>
    <p:cNvPr id="7" name="Picture 6"/>
    <p:cNvPicPr>
      <a:picLocks noChangeAspect="1" noSelect="1"/>
    </p:cNvPicPr>
    <p:nvPr userDrawn="1"/>
  </p:nvPicPr>

Test this out by re-zipping the files and opening in PowerPoint. Try to select the logo. noSelect=”1″ has the effect of making it unselectable, so the user can’t do anything creative with it, even if they open the master.

This is a super-simple technique, but it has a potential down side. Many add-ins and VBA macros work on a presentation by going through every shape on a slide until it finds the one it needs to revise. The noSelect tag can play havoc with code like that and possibly cause the programming to fail for no apparent reason. So here’s a more professional lock that has the same effect, but won’t disrupt any add-ins:

<p:pic>
  <p:nvPicPr>
    <p:cNvPr id="7" name="Picture 6"/>
    <p:cNvPicPr>
      <a:picLocks noChangeAspect="1" noMove="1" noResize="1" noRot="1"/>
    </p:cNvPicPr>
    <p:nvPr userDrawn="1"/>
  </p:nvPicPr>

Locking Graphics: Shapes

Different graphic objects use a slightly different syntax. The noSelect=”1″ parameter remains the same, but you have to expand a tag and add a new line to include it. For all AutoShapes except lines, the default XML will resemble the following:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="9" name="Rectangle 8"/>
    <p:cNvSpPr/>
    <p:nvPr userDrawn="1"/>
  </nvSpPr>

Editing the p:cNvSpPr tag as shown below will make the shape unselectable:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="9" name="Rectangle 8"/>
    <p:cNvSpPr>
      <a:spLocks noMove="1" noResize="1" noRot="1"/>
    </p:cNvSpPr>
    <p:nvPr userDrawn="1"/>
  </nvSpPr>

Locking Graphics: Lines

At the XML level, lines are referred to as Connectors rather than Shapes. The original XML will look like this:

<p:cxnSp>
  <p:nvCxnSpPr>
    <p:cNvPr id="8" name="Straight Connector 7"/>
    <p:cNvCxnSpPr/>
    <p:nvPr userDrawn="1"/>
  </nvCxnSpPr>

To lock this, edit the p:cNvCxnSpPr tag:

<p:cxnSp>
  <p:nvCxnSpPr>
    <p:cNvPr id="8" name="Straight Connector 7"/>
    <p:cNvCxnSpPr>
      <a:cxnSpLocks noMove="1" noResize="1" noRot="1"/>
    </p:cNvCxnSpPr>
    <p:nvPr userDrawn="1"/>
  </nvCxnSpPr>

Locking Graphics: Placeholders

Placeholders are the boxes on slide layouts that can hold different types of content. The layouts are found in ppt\slideLayouts. They are numbered in the order that they appear in the left-hand list of layouts in Slide Master view. By default slideLayout1.xml is the Title slide. The XML tag is <p:sp> instead of <p:pic>, but otherwise the syntax is the same for locking. Placeholders do not inherit the lock parameters, so locking a placeholder on the master doesn’t affect the layouts and locked placeholders on the layouts have no effect on the slide placeholders.

You can see what other parameters are possible for the spLocks tag at Datypic’s a:spLocks page. There are options here to prevent grouping the image, rotating, moving or resizing it, changing it’s aspect ratio and several other less useful options. Let’s use some of the other parameters to lock down the shape. Here is the start of a Title placeholder:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="2" name="Title 1"/>
      <p:cNvSpPr>
    <a:spLocks noGrp="1"/>
  </p:cNvSpPr>

After we add parameters to prevent moving and resizing, the XML looks like this:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="2" name="Title 1"/>
      <p:cNvSpPr>
    <a:spLocks noGrp="1" noMove="1" noResize="1"/>
  </p:cNvSpPr>

Don’t expect that slides based on this will still have unmoveable placeholders. The lock parameters are not included when a slide is created from a layout. This locking ensures only that the layout remains the same, so when a slide is reset, it will always return to the correct format.

If the placeholders must remain in place on the slides, then you must first create the slide, then edit the XML before distributing the deck. For this, look in ppt/slides. The files are numbered in the order they appear in the presentation, so slide1.xml is usually the title. Here is the XML for a locked title placeholder:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="2" name="Title 1"/>
      <p:cNvSpPr>
    <a:spLocks noGrp="1" noMove="1" noResize="1" noRot="1"/>
  </p:cNvSpPr>

When the user clicks on this, all the adjustment handles have a diagonal through them and the user is unable to change the shape size or position:

Locked Title Placeholder


Locking Graphics: Other Objects

By default, the picture and placeholders already include a p:locks or sp:locks tag, which is where we add the locking information. But what if you insert a text box on a layout for a legal disclaimer and want to make it ineditable? The text box XML initially looks like this:

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="7" name="TextBox 6"/>
    <p:cNvSpPr txBox="1"/>
    <p:nvPr userDrawn="1"/>
  </p:nvSpPr>

To lock this, we need to expand the <p:cNvSpPr txBox=”1″/> tag. In case it’s not obvious, to expand a closed tag, you must first delete the slash at the end that closes it. Then you create a new closing tag and put the <a:spLocks&gt> information between the two. The noTextEdit parameter should mean the text can’t be edited, and to a limited extent it does that. A single click on text box text does not put it in edit mode, as would normally happen. But if you double-click, you can still edit the text. So this parameter on its own is not enough to do the job, it will only provide a little discouragement.

<p:sp>
  <p:nvSpPr>
    <p:cNvPr id="7" name="TextBox 6"/>
    <p:cNvSpPr txBox="1">
      <a:spLocks noTextEdit="1"/>
    </p:cNvSpPr>
    <p:nvPr userDrawn="1"/>
  </p:nvSpPr>

Handy Trick: Grouping Tables with Other Shapes

Normally, you can’t group a table with other shapes in PowerPoint. That’s because tables include this markup by default:

<p:cNvGraphicFramePr>
  <a:graphicFrameLocks noGrp="1"/>
</p:cNvGraphicFramePr>

Change the 1 to a 0. Re-open the file in PowerPoint and group the table with other shapes. Easy!


Unlocking Graphics: Design Ideas

PowerPoint users who can’t afford a graphic designer love the Design Ideas feature in PowerPoint. As I write this, this feature is only available in Microsoft 365, the subscription version of Office. Microsoft uses AI technology to present the user with designs that Microsoft thinks are relevant to your content. Any company with branding guidelines should turn this feature off for their users.

Many Design Ideas have shapes that are locked in the XML. When Microsoft locks a shape, they throw the kitchen sink at it:

<a:spLocks noGrp="1" noRot="1" noChangeAspect="1" noMove="1" noResize="1" noEditPoints="1" noAdjustHandles="1" noChangeArrowheads="1" noChangeShapeType="1" noTextEdit="1"/>

Some of those locks don’t even make sense for most shapes, like noChangeArrowheads. The only lock they don’t apply is noSelect, avoiding the macro problem I mentioned earlier. To turn the lock shape into something you can copy, paste and revise, just delete all the attributes:

<a:spLocks />

Locking Graphics in Word and Excel

The principles are very similar to locking in PowerPoint. This can give you locked graphics and/or ineditable text boxes in both those programs without have to apply any document protection.

In Word, picture locks must be applied to the graphic frame that holds the picture, not the picture itself. This works:

<wp:cNvGraphicFramePr>
  <<a:graphicFrameLocks xmlns:a="http://schemas.
openxmlformats.org/drawingml/2006/main" noSelect="1" />
</wp:cNvGraphicFramePr>

This does not:

<pic:cNvPicPr>
  <<a:picLocks noSelect="1" />
</pic:cNvPicPr>

To lock a text box in Excel, expand:

<xdr:cNvSpPr txBox="1"/>

To:

<xdr:cNvSpPr txBox="1">
  <a:spLocks noSelect="1"/>
</xdr:cNvSpPr>

You can make the text in the box ineditable while still allowing it to be selected and moved:

<xdr:cNvSpPr txBox="1">
  <a:spLocks noTextEdit="1"/>
</xdr:cNvSpPr>

Locking Graphics: Gotchas and Exceptions

After a few months of practical testing, some real-life limitations on shape locking have become evident. Adding the noChangeAspect=”1″ has the same effect as checking the Lock aspect ratio option on the Size pane of the Format Shape dialog. But just as when you check this option manually, clicking on the shape and dragging the adjust handles will still distort the shape. On top of this, I found this page on MSDN: 2.1.1255 Part 4 Section 5.1.2.1.34, spLocks (Shape Locks). The pages states that “Office ignores attributes noChangeArrowheads and noRot when applied to a shape. PowerPoint additionally ignores the attribute noAdjustHandles when applied to a shape and noChangeShapeType when the converting the shape to a freeform.” So a user can circumvent noChangeAspect by dragging on the handles and you can’t prevent the handles from displaying either. Office simply doesn’t implement Microsoft’s own spec completely. There’s nothing you can do about this. It should be noted, that the accuracy of Microsoft’s information is not the best. Their statement that Office ignores noRot=”1″ when applied to a shape is not true, you can successfully prevent rotation with this parameter. You really have to test everything to really know what works and what doesn’t.


Locking Graphics: The Designer’s Responsibility

Powerful? Yes. But with power comes responsibility. Company presentation templates need to be revised, but after you lock items in XML, those shapes can no longer be revised through the program interface. So it’s essential that if you use these techniques, that you document your changes when you send the file to your users. Using these methods secretly to get repeat business from captive clients is dishonest and is definitely not a best practice.

Brandwares knows every detail about shape locking and we can do all this for you. Email me with the details of your requirements at production@brandwares.com.

OOXML Hacking: Graduated Color Table Borders

I’ll admit right off the bat, graduated color table borders is a trick you might need only once every ten years. But it’s a good illustration of the little touches you can add with XML Hacking that you just can’t do any other way. If you’re unfamiliar with XML hacking, please read XML Hacking: An Introduction. If you’re using a Mac, you should also read XML Hacking: Editing in OS X.

I was working on a presentation for a designer and the theme used graduated color rules. Most of the layout only need a rule below the title, which was simple to do with user interface. But then the designer included a slide that clearly needed to be a table and that table had the same graduated colors used as horizontal borders. At first, I informed him this wasn’t possible, but as I researched the issue, I found there was a way.

The answer was in a 10-year-old blog post by Mike Fried. Back then Mike was one of the engineers creating Office 2007 and his 2 posts on PowerPoint table styles have lots of good information. Toward the bottom of the article, he included garish graduated color table borders. It was enough to crack the code.

As an aside, I’d like to mention that you can find out the details on any Open Office XML parameter by Googling it. There is extensive documentation on the web, even though some of it is terse database excerpts. The essential command for a gradient line is a:gs. The GS stands for Gradient Stop, the points on the line that define where a particular color appears in the graduated line.

Googling ooxml a:gs gets you the Datypic site that lists elements and attributes, but explains almost nothing about them. However, this site can be useful because all XML elements are hyperlinked, so you can quickly find related parameters.

Further down the page is the openofficexml.com page on a:gs. This site has relatively verbose explanations of the element, a clear example of useage and definitions of the elements included in the xml object.

Finally, many searches will turn up links to the Microsoft MSDN developer pages about Open Office XML. These discuss Themes and XML in a more conversational style that is great for picking up the overall concepts. Occasionally, you’ll also find a valuable blog post, such as Lars Corneliussen’s explanation of Open Office measurements units.


Graduated Color Rules

But back to graduated color table borders! First, let’s look at a graduated color rule, which you can create using the program interface. Here is the dialog box showing the settings. The central point of the gradient has been shifted to the left to have more solid color on the right side and a rapid dropoff to white on the left:

Graduated Color Rule Settings

Here’s how the rule looks:

Graduated Color Rule

When we examine the XML for this rule, it looks like this:

<a:ln w="19050">
  <a:gradFill>
    <a:gsLst>
      <a:gs pos="0">
        <a:schemeClr val="bg1"/>
      </a:gs>
      <a:gs pos="25000">
        <a:srgbClr val="B7E6FF"/>
      </a:gs>
      <a:gs pos="100000">
        <a:schemeClr val="accent1"/>
      </a:gs>
    </a:gsLst>
    <a:lin ang="0" scaled="0"/>
  </a:gradFill>
</a:ln>

The pos (position) parameter is a percentage of rule length, with 100000 representing 100 percent. The colors are straightforward, with bg1 being the white background and accent1 the cyan. For the midway color value, I used the handy RGB Tint Calculator on this site, but then moved that value to the 25% mark.


Graduated Color Table Borders

The XML for a rule translates exactly to the XML for a table style. Here is the style for the top border, the same XML is applied to the inside border so that all interior rows show the same rule:

<a:top>
  <a:ln w="19050">
    <a:gradFill>
      <a:gsLst>
        <a:gs pos="0">
          <a:schemeClr val="bg1"/>
        </a:gs>
        <a:gs pos="25000">
          <a:srgbClr val="B7E6FF"/>
        </a:gs>
        <a:gs pos="100000">
          <a:schemeClr val="accent1"/>
        </a:gs>
      </a:gsLst>
      <a:lin ang="0" scaled="0"/>
    </a:gradFill>
  </a:ln>
</a:top>

Here’s what the final table rules look like with the table style applied:

Graduated color table borders

For more information on how to create table styles, please read XML Hacking: Custom Table Styles, XML Hacking: Table Styles Complete and XML Hacking: Default Table Text.

OOXML Hacking: Document Repair

You have a crucial thesis or presentation that’s due in the morning, but when you try to open it, you get a message saying the file has an error. It may seem like the end of the road, but with a little XML hacking, you can repair your file in just a few minutes and be back to work. Document repair is something you can do yourself.

First, let’s look at different causes of file corruption. The number one cause is working on files while they are on temporary or removable media. A USB or flash drive is a convenient way to carry data. The common alternative is to keep your information in the Cloud. But both of these are hazardous if you’re editing files. Accidentally ejecting a USB stick or losing your Internet connection while a file is open in Office is a near-guarantee of corruption. This type of corruption is also disastrous, because the file contents are so thoroughly scrambled, there is no way to recover the data.

But there are also files that get scrambled by software and usually these are recoverable. We’ll use the same techniques covered in previous posts. Windows users should review XML Hacking: An Introduction, while OS X hackers need to follow these instructions: XML Hacking: Editing in OS X


Is the File Recoverable?

When opened in Office, unrecoverable files may give you errors like these:

Recover Text
Parts Missing

The first step is to rename a copy of the file with a .zip ending and expand it. An unrecoverable file (one scrambled by a USB or Cloud drive) will almost always raise an Zip error. Cut your losses, you’re not going to be able to fix this. As a second-best alternative, try opening the original damaged file in NotePad (on Windows) or Text Edit (OS X) to recover whatever text you can. You also might be able to extract some contents by opening in a different word processor, like Pages on a Mac.

By contrast, if you see the following messages, document repair is possible:

Illegal Character
XML Corruption Warning

You can see that the first 2 messages are generic, while the second 2 give a specific location for the error. This means the file is at least partially readable by the program.


Error-finding

There are quite a few document repair articles on the web that are worth reading for the variety of tools that people are using. I prefer a combination of a good text editor (NotePad++ on Windows, BBEdit on OS X), plus a modern browser like FireFox or Chrome. The text editor is where you do the editing, while the browser parses the XML and finds any errors.

You’ve already unzipped the document or presentation, now look for the XML portion that contains the error. Most of the time, with a Word file, document.xml will be the culprit. Open document.xml in the text editor and Prettify (NotePad++) or Tidy (BBEdit) it to make it readable. A raw document.xml file only has 2 lines, which is why the XML errors are invariably reported as being on line 2. Making the text readable also adds useful line numbers to error reports, making the errors much quicker to find. Now the file should look like this:

document.xml

Save document.xml, then open it in your choice of browser. This is how FireFox and Chrome show where the first error is:

Browsers View XML

As you can see, the report is a little more informative in FireFox. The error is a mismatched tag: a tag was opened but not closed. It expected to see the closing tag </mc:Fallback> and it tells you exactly where it thought that tag should be. The arrow points to the first character that is in error. The correct way to interpret this is that the expected end tag should be inserted immediately before the tag pointed to.


Document Repair Technique

Here’s what the error location looks like in the text editor:

Document Repair Error Location

Then here is what it looks like after inserting the closing tag (you can copy and paste directly from the browser window):

Step 1 Document Repair

Save document.xml in the text editor, then refresh the browser. The next error is shown:

Step 1 Result

Repeat the steps. Some files have only a couple of errors, others may have dozens. You’ll know when you’re done, because refreshing the browser will give you a different screen, displaying the XML instead of an error message:

Final Document Repair Result


Rebuild the File

Close the text editor and browser, then re-zip the folders and [Content_Types].xml, giving the zip file a new name and a file ending that matches the original. Open it to ensure it works. Office does not tolerate XML errors well and doesn’t give you clear error messages, so if the file doesn’t open, you missed something. In addition, Mac users have to use Terminal to zip and view files, as noted on the XML Hacking: Editing in OS X page.

Lots of people ask “How can I prevent this?”, but there isn’t a really good answer. If a file can be repaired, it’s almost always due to a program bug that writes malformed XML. In the Word file used for example, this is often when a placed graphic has no fallback information, which is supposed to help with graphic depiction in older file formats. It appears that the program omits the closing fallback tags when saving and you get the error. It’s not your fault, but Microsoft has not been able to find and eliminate this bug since the 2007 version.

OOXML Hacking: Linked Excel Charts

Time marches on and this post is obsolete. Please check out XML Hacking: Fix Broken PowerPoint Links for more current information on this topic.

OS X versions of Microsoft Office have always been the poor step-children in the Microsoft family. Always missing important features found only in the Windows alternatives. One of these obvious disparities has been in the area of linked Excel charts. In Windows, Microsoft uses their OLE technology to allow, for instance, an Excel workbook to be linked to a PowerPoint presentation.

The Excel workbook can still be edited independently. The charts can be revised based on new data, and when the presentation is opened, the updated information will be displayed. This is a powerful tool in many situations where information is changing rapidly and the presentation must stay current. This approach also leverages the inheritance of data. This allows users to have only one data source that drives updates in many different places.

Of course, OLE being a proprietary Microsoft technology, it has almost no support on other operating systems. The only way it appears in OS X is if an individual software vendor creates an instance that works with their code. Office for Mac has had its own tiny version of OLE that allows some, but not all the features found in Windows. You could only insert Office objects (forget about PDFs) and you couldn’t link, only embed.

Until now. With the release of Office 2016 for Mac, the tiniest crack of linkability has finally opened. Try these steps: Open Excel 2016 for Mac and create a chart. Select that chart and copy it. Open a presentation in PowerPoint and click on the down-pointing arrowhead beside the Paste button. Now your options include all of the following:

  • Use Destination Theme & Embed Workbook
  • Keep Source Formatting & Embed Workbook
  • Use Destination Theme & Link Data
  • Keep Source Formatting & Link Data
  • Paste as Picture

Options 1, 2 and 5 have always been available. The news is with 3 and 4, where linked data for charts becomes a new possibility. But along with this fresh opportunity comes a problem that hasn’t been addressed by Microsoft. It’s very nice to link charts, but the Microsoft default is always to hard code the link path. This means that moving the presentation and Excel source to a different computer destroys the links. The charts are no longer editable, because the link path has changed.

Remember the poor step-child analogy? Here it is again: Windows versions of PowerPoint allow you to edit the links in the program so you can fix the path problem. But no such facility exists on the Mac. To update those linked Excel charts, you need to … hack the XML!

If you’re new to XML hacking, please read my introduction to the subject. Since this topic is specific to OS X, it’s also vital to read XML Hacking: Editing in OS X as well. I assume that you have figured out the correct path to the Excel file on the computer where the presentation has been moved.

Updating linked Excel Charts with XML Editing

After unzipping the presentation, you’re going to look inside the folders for ppt/charts/rels. Office XML files are full of rels folders that contain the relationships between the components of the document. Each chart in the presentation consists of a file i.e. chart1.xml with a corresponding chart1.xml.rels inside the rels folder. The number in the chart name increments for each additional chart linked.

The contents of chart1.xml.rels looks like this:

<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
  <Relationship Id="rId1" Type="http://schemas.microsoft.com/office/2011/relationships/chartStyle" Target="style1.xml" />
  <Relationship Id="rId2" Type="http://schemas.microsoft.com/office/2011/relationships/chartColorStyle" Target="colors1.xml" />
  <Relationship Id="rId3" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/oleObject" Target="file://localhost/Users/server/Documents/Dockets/Test/Excel/LinkTest.xlsx" TargetMode="External" />
</Relationships>

The lines of code are long, please scroll to see where I’ve bolded the path and file name, this is the section you have to modify to update the linked Excel chart.

Just as a comparison, here’s the analogous information from a PowerPoint 2010 file. In this case, there is not a chart folder containing chart.xml files. Instead, the charts are part of the slide files and are found in slide1.xml. The rels file is slide1.xml.rels and it looks like this:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
	<Relationship Id="rId3" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/oleObject" Target="file:///I:\Dockets\Test\Excel\ExcelLink2010.xlsx!Sheet1!%5bExcelLink2010.xlsx%5dSheet1%20Chart%201" TargetMode="External"/>
	<Relationship Id="rId2" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/slideLayout" Target="../slideLayouts/slideLayout7.xml"/>
	<Relationship Id="rId1" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/vmlDrawing" Target="../drawings/vmlDrawing1.vml"/>
	<Relationship Id="rId4" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/image" Target="../media/image1.emf"/>
</Relationships>

A close examination shows that much of the same information in a Mac file is also here, but the file and path is Windows-style. Using this information, you’re ready to update those linked Excel charts with the best of them!

OOXML Hacking: Editing in macOS

Note: I’ve included the original article text to describe the background issues about XML editing in macOS, but to retain your sanity, be sure to follow the May 2016 and July 2018 updates at the end and use a text editor that doesn’t require unzipping and rezipping the files

When you’re hand-editing Office files in Windows, it’s pretty straight-forward: unzip file > edit > rezip, you’re done. Editing in macOS requires a couple of extra precautions. This is because the graphical user interface adds Mac attributes to files and plants hidden files in folders. Office will not tolerate either of these:

Editing in macOS - The Open XML file cannot be opened because there are problems with the contents. Details The file is corrupt and cannot be opened.

XML error message in 2008


Editing in macOS - The Open XML file cannot be opened because there are problems with the contents or the file name might contain invalid characters (for example, \/). Details The file is corrupt and cannot be opened.

XML error message in 2011


Editing in macOS - The Open XML file cannot be opened because there are problems with the contents or the file name might contain invalid characters (for example, \/). Details The file is corrupt and cannot be opened.

XML error message in 2016

If you use macOS’s Archive Utility to unzip or zip the files, Word will refuse to open the resulting file. On top of that, if you look in any of the folders using the Finder, a hidden .DS_Store file will be created in the folder. When re-zipped, Word will not accept the extra file and again report an XML error. The solution to these issues is to use the command line, like the Unix warrior you want to be! Remember to run each Terminal command by pressing the Return key after typing the command.

A valuable utility for this is OpenTerminalHere. Open any Finder window, click on OpenTerminalHere and a terminal window opens pointed to the Finder window. So download and install it, then follow these steps to open, edit and re-zip Office files:

  1. Move a copy of the Office document (let’s call it TestDoc.docx) to a separate folder and open that folder in the Finder.
  2. Click on OpenTerminalHere to open a copy of Terminal aimed at the folder.
  3. In the Terminal, type
    unzip TestDoc.docx

    then press Return. The file is unzipped into several folders plus a file called [Content_Types].xml.

  4. Do not look in any of the folders using the Finder, or you’ll have to start over. To examine a folder’s contents, use the Terminal to change the folder, then list the contents:
    cd word

    ls -l
  5. To go back up to the previous folder, type:
    cd ..
  6. To edit the files, open your text editor, then navigate using the File>Open dialog to find the file. Edit the file, then save and close.
  7. When you’re all done, double-check that terminal is pointing at the original folder holding the documents and the expanded folders. If you’re unsure, close terminal, then click on OpenTerminalHere to reopen in the right spot.
  8. In Terminal, re-zip the files with this style of command:
    zip -r RevisedDoc.dotx [Content_Types].xml _rels docProps word

    This example is for Word, but the correct syntax after zip -r is to type the name of the final document, followed by the file and folders, each separated by a space. The file is reassembled into an Office file.

  9. Test that you can open it. If you get an XML error notice, re-read the above steps and try again.

Please note: these editing techniques are required when editing in macOS with Word, PowerPoint and Excel documents and templates, plus Office Theme files (the kind exported from PowerPoint that combine all Theme elements.

If, on the other hand, you are editing a Font Theme or a Color Theme, those are simple XML files. They don’t need to be unzipped or re-zipped and Office doesn’t seem to care about macOS attributes attached to them. These plain XML files don’t need to be handled through the terminal, just use the Finder.

Next time, we’ll be looking at managing Word styles in macOS. Finally, a way to get rid of the zombie styles automatically created by Word! Happy hacking!


March 2016 Update

An alternative to working entirely in Terminal is to work on a network or USB disk where creation od .DS_Store files has been turned off. On a network disk, open Terminal in your choice of folder and run the command:

defaults write com.apple.desktopservices DSDontWriteNetworkStores true

To use a USB disk, run this command instead:

defaults write com.apple.desktopservices DSDontWriteUSBStores true

While this will prevent future generation of the .DS_Store files in that folder and any subfolders, it’s very likely you already have such files, since they’re created almost as soon as you view a folder’s contents in the Finder. In addition, some important XML parts are hidden and need to be revealed. So while Terminal is open, run:

defaults write com.apple.finder AppleShowAllFiles YES

followed by:

killall Finder

The second line restarts the finder to force a refresh of the view. Now you can see any .DS_Store files and delete them before re-zipping the files into an Office document. You’ll have still have to do the zipping in Terminal. Also, no .DS_Store files means OpenTerminalHere doesn’t work, so you’ll have to navigate manually via Terminal commands. Now you know why this is a lame alternative.

If you try this technique, you can always restore the clean file view by running:

defaults write com.apple.finder AppleShowAllFiles NO
killall Finder

Once you’ve created this OOXML editing drive, you can use the command-line zip utility to unzip the files. But there’s also a very useful GUI utility that works better than Archive Utility with Office files. Visit the App Store and get The Unarchiver. Then use it to unzip and expand the Office file.


Editing in macOS – May 2016 Update

BBEdit 11 and better has the ability to open and edit Office files directly, avoiding all of the above hassle when editing in macOS. BBEdit has a 30-day free trial with all features included. While older versions of BBEdit used Tidy to format text, that utility has been retired. The BBEdit programmers have written a script to format XML in human-readable form. You can download it from here, please be sure to read the installation instructions first: Click to download XML Tidy Script for BBEdit

Here’s your working procedure:

  1. Open your Office file in BBEdit 11 or later. In the left-hand pane, you’ll see a folder tree of the files contained within, so no unzipping is required
  2. Select the file you want to edit. The file opens in the main BBEdit window, displaying two lines. The first is the XML header, the second is the actual content.
  3. Click at the left end of the second line.
  4. Choose Text>Apply Text Filter>run_tidy.
  5. Make your edits and save. It’s not necessary to linearize the XML. The Office program will do that anyway the first time you save it. However, if you like to leave things exactly the way you found them, click in from of the first line of content (after the header line), choose Markup>Utilities>Format…, change the Mode to Compact and click on the Format button. Save the file and test your editing in macOS.


Editing in macOS – July 2018 Update

Technology marches on! If you use the Chrome browser, there is a free XML editing alternative that avoids unzipping and rezipping files. Open this link in Chrome: OOXML Tools and download the free plugin. After installation, click on the OOXML icon to the right of the browser address bar. Drag your Office files onto the browser window to begin editing. When you’re finished, click on the Save button, then the Download button in the upper left corner and give the new file an appropriate name. Chrome will place the new file in your Downloads folder and leave the original file untouched. OOXML’s EMF/WMF bug has been fixed, so download the most recent version. Thanks to Bram Alkema of the Netherlands for informing us about OOXML Tools.

Please note, for any OOXML Hacking that requires adding new XML parts (Ribbon mods, creating SuperThemes), BBEdit and OOXML Tools will not work. You’ll have to use the March 2016 update solution and create a network or USB disk set up for XML editing.

We’re experts in XML hacking, so you don’t have to be. Contact me at production@brandwares.com with the details of what you need hacked.

OOXML Hacking: Font Themes

Font themes are one of the simpler theme elements in Open Office XML, but for some baffling reason, Mac Office users can’t create one. It’s odd enough that the only Mac program that can create a color theme is PowerPoint, but even it can’t provide an escape from Calibri and Arial! So I’m going to show you how to do it on your own.

Let’s start with a dead-simple font theme. Here’s the minimal file that Office will read:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<a:fontScheme xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main" name="Test">
  <a:majorFont>
    <a:latin typeface="Arial"/>
    <a:ea typeface=""/>
    <a:cs typeface=""/>
  </a:majorFont>
  <a:minorFont>
    <a:latin typeface="Arial"/>
    <a:ea typeface=""/>
    <a:cs typeface=""/>
  </a:minorFont>
</a:fontScheme>

Important Note: If you copy and paste this sample, you must change the non-breaking space characters to ordinary spaces. I need to use non-breaking spaces to format an HTML page, but Office will refuse to display your font theme if you don’t search and replace them with regular spaces.

You can create this in any text editor, including TextEdit in plain text mode (don’t try this with an rtf file). However, by default TextEdit will change the necessary straight quotes to smart quotes, producing a file that Office will not recognize. If you’re using TextEdit, make sure you visit both TextEdit>Preferences and Edit>Substitutions and turn off Smart Quotes in both locations. A better alternative is the free version of BBEdit. When you visit this link, click on the Download link to get the free version. If you do any significant amount of XML editing, the paid version of BBEdit is well worth the $50 price tag.

The most common font theme problem is using smart quotes (Hex 201C + 201D, Decimal 8220 + 8221) other than plain straight quotes (Hex 22, Decimal 34). But you can also ruin a font theme by using non-breaking spaces (Hex A0, Decimal 160) instead of regular spaces (Hex 20, Decimal 32). Even though a font theme is encoded in UTF-8, you should only use plain ASCII characters for the text. XML has a low tolerance for non-standard characters.

Now that you’re set up to edit, copy and paste the font theme file. The <a:latin> tag is the standard font for your theme. <a:majorFont> is for headings and <a:minorFont> for text. Fill in <a:ea> with a font that supports Chinese or Japanese (ea stands for East Asian), if you want to support those languages. The <a:cs> tag stands for complex scripts: Arabic, Thai, Hebrew and many more. For more detail on non-European language support in font themes, please see my article XML Hacking: Font Themes Complete. Or you can just leave those tags blank if you have a predictable user base that won’t require them.

A common mistake is to get too specific with the font name in font themes. The name is only the base font name as displayed in Powerpoint’s font menu. “Open Sans” will work, but “Open Sans Extrabold” will cause Word 2011 to display a blank space where the font theme should be, while Word 2016 will simply ignore the entire file.

Save the file as a text file with a .xml ending and give it the name you want to appear in the user interface. “Brandwares.xml” will appear in the Font Theme menu as Brandwares.

For Office 2016, 2019 and 2021 save this file to Users/YourUserName/Library/Group Containers/UBF8T346G9.Office/User Content/Themes/Theme Fonts. For Office 2011, save it to Users/YourUserName/Library/Application Support/Microsoft/Office/User Templates/My Themes/Theme Fonts. In current versions of OS X, the user Library is hidden by default. To open it, hold down the Option key, while clicking on the Go menu and choosing Library.

Once it’s correctly installed, it will show in PowerPoint’s Slide Master view under the Fonts dropdown. A new Custom group will appear at the top of the list, with your font theme in it. Once you apply it and a color theme to a presentation, you can save as a theme file and distribute that to your users, it will contain the font theme you just created. Happy hacking!


Font Themes – An Alternate Method

March 2017 edit: If you have any problems creating a font theme from scratch, here’s a workaround. Open an existing font theme that come with Office and edit the font names to the ones you want to use. These files are the verbose style discussed in this article: XML Hacking: Font Themes Complete. For most uses, you only need to set the a:latin font in the a:majorfont and a:minorfont sections. Here’s where you can find the Microsoft Font Themes:

Office 2011 for Mac – Open Applications/Microsoft Office 2011/Office/Media/Office Themes/Theme Fonts and copy any of the XML files.

Office 2016 or 2019 for Mac – Open Applications, then right-click on Microsoft PowerPoint and choose Show Package Contents. Open Contents/Resources/Office Themes/Theme Colors and copy any of the XML files in there.

Here are the locations for 32-bit versions of Windows. If you’re using a 64-bit version of Windows, check the same path inside C:\Program Files (x86).

Office 2007 for Windows – Open C:\Program Files\Microsoft Office\Document Themes 12\Theme Fonts.

Office 2010 for Windows – Open C:\Program Files\Microsoft Office\Document Themes 14\Theme Fonts.

Office 2013 for Windows – Open C:\Program Files\Microsoft Office\root\Document Themes 15\Theme Fonts.

Office 2016 or 2019 for Windows – Open C:\Program Files\Microsoft Office\root\Document Themes 16\Theme Fonts.

Too complicated? We can help! Brandwares is a full service template creation service for all Office programs. Contact me at production@brandwares.com