QuantyDocs

Presentations & dashboards

Quanty turns a sheet into two kinds of shareable artifacts: presentations (slide decks) and dashboards (widget boards). Both are generated by AI from the sheet's data, can be edited in place or through chat, and can be published with a public link that works without a Quanty account.

A generated presentation in the viewer

Generating from a sheet

In the sheet toolbar, open the Present dropdown and choose Generate presentation or Generate dashboard. The dropdown also lists up to four recent artifacts of each kind for quick access.

When generating a presentation you can set:

  • Title and subtitle.
  • Insights — points you want the deck to emphasize.
  • Language — English, Polish or German.
  • Whether to include sub-sheets in the source data.

Dashboards take a title, the language and the sub-sheet option. Generation uses AI and counts against your organization's token budget.

Working with a presentation

The deck viewer offers:

  • Present — fullscreen presentation mode.
  • Edit with AI — opens Chat, where the assistant can restructure and rewrite slides using its presentation tools.
  • Regenerate — rebuilds the slides from the latest sheet data. The presentation keeps its identity: same URL, same share link. The viewer confirms with "Presentation rebuilt from the latest data".

You can also edit the title, subtitle and slides directly.

Working with a dashboard

A generated dashboard built from sheet data

Dashboards are boards of widgets computed from the sheet. The viewer offers Refresh data, Rename dashboard, and Edit with AI for chat-driven changes to widgets. Regenerate rebuilds the widget set from the current data while keeping the dashboard's URL and share link.

Deleting a presentation or dashboard never affects the source sheet. It does revoke the public link, if one exists.

Any presentation or dashboard can be published read-only:

  • Create public link and copy — mints the link and puts it on your clipboard.
  • Copy public link — copies an existing link.
  • Revoke public link — turns the link off; visitors then see "This link is invalid or has been revoked."

The link points at /shared/ followed by an unguessable 32-character token. The token is the only credential: anyone with the link can view, nobody can edit. The public payload is a deliberate projection that contains slides or widgets, titles and your presentation theme, and strips every internal identifier (organization, workbook, sheet and user IDs never leave the server).

One link per artifact

Creating a share link is idempotent: asking again returns the same token. Revoking and re-creating produces a fresh token, so old copies of the link stop working.

The presentation theme

Owners and admins can set an organization-wide theme under Settings → Presentations. It applies to every generated deck and dashboard, including their public share pages:

  • Slide style: Light or Dark
  • Brand color
  • Slide background and text color
  • Chart colors
  • Company name and slide footer

A live preview shows the effect while you edit, and Reset to defaults restores the stock look.

Where artifacts live

  • The org-wide Presentations & dashboards hub lists everything you can access.
  • Inside a workbook, the sidebar lists that workbook's presentations and dashboards next to its sheet, so client-ready material stays with the data it came from.