• Home
  • Visit Our Website
  • Home
  • Visit Our Website
Visit Our Website

Users

168
  • Getting Started
    • How to Log into Assette
    • The Assette Home Page
    • The Assette Navigation Bar
    • Glossary
  • Authoring Center
    • Smart Docs
      • Smart Docs
      • How to Create a Smart Doc
      • Copying and Restoring from Version History
      • Tracking Changes with Life Events
      • Smart Docs X-Ray View
      • Smart Doc Troubleshooting
      • Troubleshooting
        • Troubleshooting Smart Docs
    • Smart Pages
      • Creating & Editing Smart Pages
      • Smart Pages
      • How to Unlock a Smart Page
      • Deleting Smart Pages
      • Tracking Changes with Life Events
      • How to Insert Blank Columns and Rows
      • Changing a Smart Page’s Size
      • Supported PowerPoint Charts
      • Copying and Restoring from Version History
      • Smart Page X-Ray View
      • Smart Page Content Classifications
      • Compliance Tags
      • Assette Editors
        • PowerPoint Editor
          • How to Add New Series to a Chart
          • How to Insert Images Using the Assette Ribbon
          • Assette Ribbon
            • The “Un-Fabricate” Button
          • Troubleshooting
            • Resolving “Failed to Open” Errors in the Assette PPTX Editor
            • Installing the Assette PowerPoint Editor
            • How to Check Your Microsoft PowerPoint Version
          • Advanced Settings
            • Advanced Settings Overview
            • General Tab
            • Margin Tab
            • Zigzag Tab
    • Disclosures
      • Managing Disclosure Fragment Categories
      • Creating or Editing a Disclosure Fragment
      • Disclosures versus Footnotes
      • Disclosures
    • Fixed Content
      • Fixed Content
    • Data Docs
      • Data Docs
    • Smart Shells
      • How to Preview Smart Shells
      • Coupled Shells
      • Smart Shells
      • Tracking Changes with Life Events
      • Copying and Restoring from Version History
      • Creating Smart Shells Using the Smart Shell Library
      • Editing Smart Shells Using the Smart Shell Library
      • Creating Smart Shells via Assette’s PowerPoint Editor
      • How to Refresh Smart Shells
      • Deleting Smart Shells
      • Renaming Smart Shells
      • Smart Shells X-Ray View
      • Smart Shell Content Classifications
      • Performance History Chart
      • Smart Shells Frequently Asked Questions (FAQ)
      • Creating an “As of Date” Smart Shell
    • Brand Themes
      • Assette Dynamic Brand Theme Setup
      • Brand Themes
      • Managing Multiple Themes Within a Single Brand Theme
      • Creating a Brand Theme
      • Shell Styling
      • Dynamic Brand Themes
      • Master Slide Layouts for Dynamic Brand Themes
      • Changing a Smart Page’s Size
    • Email Templates
      • Using Variables in Assette Email Templates
      • Email Templates
    • Additional Features
      • Using Quick View in Assette
      • Automatic Extension Correction
      • X-Ray View Overview
      • The Generation Screen
    • Authoring FAQs
      • Understanding the Difference Between My Workspace and Workrooms
      • What’s the Difference between Footnotes & Coupled Shells?
  • Content Hub
    • Library
      • Saved Trays in the Assette Library
      • Content Library
      • Content Generation and Sharing with Content Library
    • My Workspace
      • Copying Content to My Workspace
      • My Workspace
    • RFPs & DDQs
      • Editing an RFP Answer
      • Uploading an RFP to the Assette
      • RFPs & DDQs
    • Workrooms
      • How to Edit Content in a Workroom
      • Copying Content to a Workroom
      • Workroom
    • Assette Viewer
      • Disabling or Removing the Assette Outlook Add-in
      • Assette Viewer Overview
      • Assette Viewer Basics
    • Content Center
      • How to Add a New Organization to the Organization Master
      • Content Plan Data Model
      • Content Plans
      • Content Types
      • Using Advanced Search in the Content Library
  • Data Engine
    • Input Center
      • Input Center Overview
      • Data Files Overview
      • Recipients
      • External Content Overview
    • Data Files
      • Troubleshooting Data Files Uploads
    • Qualitative Data
      • Adding and Editing People in Qualitative Data
      • Qualitative Data
      • Ownership Data
      • Firm Overview
      • People Data
      • Master Questionnaire
    • Developer Center
      • Developer Tools Overview
  • Analytics
    • Usage Analytics
      • Content Sharing Analytics
    • Component Analytics
      • Component Analytics
      • Using X-Ray with Component Analytics
      • Templates Analytics
        • Templates Dashboard
      • Section Analytics
        • Sections Dashboard
      • Shell Analytics
        • Shells Dashboard
      • Data Block Analytics
        • Data Blocks Dashboard
  • Administration
    • Workbox
      • Workbox Basics
    • Content Types Master
      • Creating an Input File Content Type
      • Understanding Purpose in Content Types
      • Content Groups
      • Creating Content Types
      • Content Classes
      • Content Filename Aliases
    • Users
      • Work Group Basics
      • Internal Users
        • Internal User Roles & Responsibilities
        • Manually Creating Users in Assette
        • Reset or Unlock User’s Accounts
        • SSO Internal User Roles & Tasks
      • Work Groups
        • Creating & Editing Work Groups
        • Creating Subgroups
    • Workflows
      • Workflows Basics
      • Workflow Frequently Asked Questions (FAQ)
      • Workflow Management
        • Workflow Management Overview
        • Workflow Reassignment
      • Workflow Design
        • Client Portal User Approval Workflow
        • Editing or Deleting a Workflow
        • Creating a Workflow
        • Creating Conditional Workflows
    • Product Master
      • Composite vs. Rep Accounts
      • Product Master Overview
      • Deactivating & Deleting Products
      • Troubleshooting Product Master Errors
    • Classification Master
      • Classification Master Overview
      • How to Manage Content Classifications
      • Creating & Managing Labels
      • Labels
      • Limitations
      • Compliance Tags
      • Data Ingredients Overview
    • Configurations
      • Attribution Data Objects Configurations
  • Client Portal
    • Security Overview for the Assette Client Portal
    • Client Portal Overview
    • Creating Notifications for Client Portal Users
    • Client Portal Users
      • Client Portal User Workflow Lifecycle
      • Client Portal Frequently Asked Questions (FAQ)
      • Client Portal Session Handling
      • Log into the Assette Client Portal
      • Managing User Access in the Client Portal
      • Creating a New Portal User
      • Editing or Creating Portal Users
      • Deleting a Client Portal User
      • Monitoring and Accessing User Login Activity for Client Portal
  • Tutorials
    • When to Create a New Artefact in Assette
    • Creating a Fixed-Row Zigzag Table
  • Legacy Support
    • Assette Centers [Legacy]
    • Data Validations [Legacy]
    • Assette Roles Overview [Legacy]
    • Create & Manage Attributes [Legacy]
    • Internal Users Management [Legacy]
    • Legacy Authoring Center
      • Data Object Library [Legacy]
      • Data Docs [Legacy]
      • Smart Shells [Legacy]
      • How to Create a New Smart Page [Legacy]
      • Legacy Smart Pages
        • Creating and Editing Smart Pages [Legacy]
      • Legacy Smart Docs
        • Creating a Smart Doc [Legacy]

Developers

202
  • Getting Started
    • The Assette Navigation Bar
    • User Login & Creation
      • Add Assette Users with Azure AD
      • Developer Roles & Permissions
      • How to Create & Assign Permission Groups
      • Permission Groups Overview
    • Implementation Overview
      • Introduction to Assette Implementation
      • The Assette Implementation Approach
      • What Data is Required to Start?
      • Connecting to Source Systems with Assette
      • Essential Data Blocks
      • Fields Synchronized with Assette
  • Developer Tools
    • Tool Setup
      • Assette Development Stack
      • Developer Center Configurations
      • Prohibited Data Block Keywords and Built-ins
      • Master Data Scheduler
      • Python Data Block Libraries & Keywords
      • Troubleshooting
        • Troubleshooting AxiosError-500 Errors
        • Assette VS Code Extension Troubleshooting
      • Visual Studio Code
        • Assette Visual Studio Code Extension
        • How to Find Where a Component is Used in the VS Code Extension
        • Error and Status Messages Reference
        • Signing Into the Assette VS Code Extension
        • VS Code Frequently Asked Questions (FAQs)
        • Installing the Assette Block Editor VS Code Extension
        • Assette VS Code Extension Troubleshooting
    • Data Block Editor
      • Using Nested Functions in Data Blocks
      • Importing Python Libraries
      • Import & Export Data Blocks
      • Data Block Unit Testing in Python
      • Data Block Editor Basics
        • Introduction to the Data Block Editor
        • Calculation Operators and Precedence
        • Secret Management
        • How to Copy & Delete Data Blocks
        • Creating & Editing Data Blocks
        • How to Freeze Data Blocks
      • Data Block Keywords
        • Understanding the “response” Keyword in Assette Data Blocks
        • Understanding the ‘read’ Keyword in Assette Data Blocks
      • Data Block Editor Metadata
        • How to Update Data Block Metadata
      • Data Block Editor Troubleshooting
        • Troubleshooting API Authentication Issues
    • Data Object Editor
      • Applying Row Filtration with Data Objects
      • Locking a Data Object
      • Introduction to the Data Object Editor
      • Dynamic Row Numbering
      • Force Unlocking a Data Object
      • Editing Data Objects
      • Creating Data Objects
      • Data Object KeyError
      • How to Copy & Delete Data Objects
      • Generation Time Data Settings
      • Importing & Exporting Data Objects
      • Design View
        • Data Settings Tab
          • Data Settings Tab
        • General Info Tab
          • General Info
          • Styling Classes
        • Data Source Tab
          • Data Source Tab
        • Columns Tab
          • Columns Tab
          • Date Formats
        • Groupings Tab
          • Grouping Tab
          • Group Expressions & Group Ordering
          • Creating Group Header Rows
          • Creating Group Summary Rows
          • How to Create “Group By” Data Settings
        • Sorting Tab
          • Sorting Tab
        • Summary Tab
          • Summary Tab
        • Row Types Tab
          • Row Types Tab
        • Title & Footnotes Tab
          • Title & Footnotes Tab
        • Legend Tab
          • Legend Tab
        • Output Variables Tab
          • Output Variable Tab
        • Internal Variables Tab
          • Internal Variables
          • Internal Variable Type Assignment
        • No Data Message Tab
          • No Data Message Tab
      • Expressions
        • The “round(value, n)” Expression
        • Expressions, Operators, & Functions
        • The “Contains()” Function
        • The “HasValue()” Function
        • The “NOT” Operator
        • The “OR” Operator
        • The “<> Not Equal To” Operator
        • The “>= Greater Than or Equal To” Operator
        • The “ADD” Expression
        • The “AND” Expression
        • The “Divide” Expression
        • The “Minus” Expression
        • The “Multiply” Expression
        • The “<= Less Than or Equal to” Operator
        • The > Greater Than Operator
        • The “==” Equals Operator
        • The Grouping Operator “()”
        • The < Less Than Operator
    • Dynamic Fields
      • Dynamic Fields
    • Footnote Editor
      • Footnote X-Ray View
      • Footnote Editor
      • How to Create & Edit Footnotes
      • Import Variables & Columns
    • Tenant Manager
      • Deployment Statuses
      • Tenant Manager Overview
      • Deploy Content Using the Assette Tenant Manager
      • Review Artifacts
      • Tenant Manager Troubleshooting
      • Tenants in the Tenant Manager
      • Deployment Processing & Error Logging
  • Data Blocks
    • Data Block Basics
      • Publishing Data Blocks
      • Data Block Basics
      • Data Block Categories
      • Data Block Request Parameters
    • Account Master
      • Account Master Data Block
      • Filtering the Account Master Using Account Codes
    • Data Blocks by Category
      • Understanding Assette Data Blocks
      • System Data Blocks
        • Organization Add Data Block
        • Organization Master Data Block
        • Get Recipient Info Salesforce Transform Data Block
        • Get Recipient Info Salesforce Data Blocks
        • Get Recipients LocalDB Data Block
        • Get Recipient Info Local Data Block
        • Recipient Master Data Block
        • Attribute Type Values Local Data Block
        • Brand Theme Selector Data Block
        • Brand Theme Extract Data Block
        • System Data Blocks Overview
        • Account Master Data Block
        • Asset Classes Local Data Block
        • As of Dates Data Block
        • Countries Data Block
        • Currency Codes Data Blocks
        • Product Master Data Block
        • Sub Accounts Client Database Data Block
        • Sub Accounts Local Database Data Block
        • Sector Schemes Data Blocks
        • Sectors Data Block
        • Sub Accounts Data Block
      • Sync Data Blocks
        • Sync Data Block Overview
        • Country List Sync Data Block
        • Product Master Sync Data Block
        • Attribute Type Values Sync Data Block
      • Source Data Blocks
        • Source Product Offer Countries Data Block
        • Source Sub-Accounts Relationship Data Block
        • Source List of Attribute Type Values Data Block
        • Source Extract Accounts Details Data Block
        • Source Account Attributes Values Data Block
        • Source List of Currency Codes Data Block
        • Source Product Master Extract Data Block
      • Transform Data Blocks
        • Assette Get Valid Periods Data Block
        • System Period Information Data Block
        • Assette Get Begin & End Date Data Block
        • Source Extract Accounts Details Data Block
      • Interface Data Blocks
        • Organization Read Local Data Block
        • Sectors Local Database Data Block
        • Assette Period Code Map Data Block
        • Account Attribute Mapping Local Database Data Block
        • Account Attributes Local Database Data Block
        • Source Product Master Extract Data Block
        • Source List of Currency Codes Data Block
        • Source Account Attributes Values Data Block
        • Product Master Local Data Base Data Block
      • Configuration Data Blocks
        • Salesforce Settings Data Block
        • Configuration Data Block Overview
        • Calculation Python Environment Data Block
        • Python Data Calculation Modules Data Block
        • Python Environment for Date Calculation Data Block
        • Demo Snowflake Setting Data Block
        • Snowflake Demo Certificate Data Block
        • Calculation Environment Data Block
    • Data Blocks by Functionality
      • Get Major Minor Ticker Data Block
  • Data Objects
    • Data Objects
    • Data Object X-Ray View
    • Introduction to Data Objects
  • Integrations
    • Connecting Salesforce with Assette
    • Snowflake
      • Source Account Attributes Values Data Block
      • Snowflake Integration
    • Aprimo
      • Assette-Aprimo Integration Overview
      • Inserting Content with Aprimo
      • Aprimo Image Library Data Block
      • Aprimo Thumbnail Image Library API Data Block
      • Modifying the Aprimo API Records Data Block
      • Aprimo Data Blocks
        • Aprimo API Post Order Data Block
        • Aprimo Image Thumbnail Data Block
        • Aprimo API Single Record Data Block
        • Aprimo API Records Data Block
        • Aprimo API Order Status
        • Image Content Data Block
  • Developer FAQ
    • Batch Generation Architecture
    • How to Add a New Product to the Product Master
    • How to Add New Attributes to the Attribute Master
    • Data Blocks Frequently Asked Questions (FAQ)
    • Data Object Frequently Asked Questions (FAQ)
    • Tenant Manager Frequently Asked Questions (FAQ)
    • TLS Email Encryption via SendGrid
    • Data Block Cheat Sheet
    • Why Can’t I Edit a Data Object?
    • How Do Unit Tests Work in Assette?
    • Enable Assette Add-In in Case of Failure
    • How Do I Log into Snowflake?
    • Period Codes
    • Developer Tools FAQs
      • Removing Blank or NULL Columns
      • How to Display Different Values in the Account Code Dropdown in the Data Object Editor Preview
      • When and Why You See an Impact Change Message in the Developer Center
  • Tutorials
    • Creating a Correlation Matrix Table
    • Data Block Tutorials
      • Structuring Data for Time-Series Charts in PowerPoint
      • How to Cache Data Using Data Blocks
      • Creating a Certificate Data Block
      • Making Public API Calls Using Assette Data Blocks
      • Using Data Blocks to Make API Calls
    • Data Object Tutorials
      • Creating Dynamic Column Headings
implementation

Implementation

18
  • Getting Started
    • Welcome to the Assette Implementation Guide
  • Planning Your Implementation
    • Assette 101
    • The Three Layer Model
    • What to Expect from Implementation
  • Platform Layers
    • The Data Engine
    • Authoring Center
    • Content Hub
  • Assemble Your Implementation Team
    • Technical Environment & Tenant Setup
    • Building Your Implementation Dream Team
    • Scaling Your Implementation Across Strategies & Modules
  • Working With Data
    • Content Inputs
    • Prepare and Shape Your Data
    • Real-Word Examples
  • Implementation Process & Support
    • How ACE Training Works
    • Implementation Steps
    • Analyze Backward, Build Forward
    • Assette Support & Roles
    • ACE Syllabus
  • Home
  • Docs
  • Users
  • Authoring Center
  • Brand Themes
  • Assette Dynamic Brand Theme Setup

Assette Dynamic Brand Theme Setup

6 min read

This article explains how to create, configure, and apply Assette Brand Themes to automate and standardize the visual design of Smart Docs and Smart Pages. It covers the use of PowerPoint Slide Master for layout design, how layout names connect to Smart Page sections, and how theme selection can be dynamically controlled using Data Blocks such as BrandThemeExtract and BrandThemeSelector. You’ll also learn how to use shell styling for consistent table and chart formatting across reports.

Assette Brand Themes let you define the visual identity of client reporting templates using layouts, fonts, and color settings. These themes are maintained in Authoring Center > Brand Themes. Themes act as containers for formatting logic, automatically applied to Smart Docs and Smart Pages at generation time. For information on how to create a Brand Theme, see: Creating A Brand Theme

To begin, navigate to the Authoring Center > Brand Themes. Here, users can either Create New or edit an existing Brand Theme. To edit a theme, click the ellipsis on an existing tile and select Edit Theme.

image 9

Working in PowerPoint Slide Master View #

When editing a Brand Theme, Assette opens PowerPoint in Slide Master View, which defines reusable layouts, branding, and size settings for document slides. This view centralizes all formatting decisions and ensures consistency across document types.

Learn more: Master Slide Layouts For Dynamic Brand Themes

image 10

Key Controls in Slide Master #

  • Insert Slide Master / Layout: Adds a new slide layout type that can be matched to specific Smart Page sections.
  • Rename/Delete Layouts: Right-click a layout to manage its name. Naming is crucial, Assette uses layout names to dynamically match with Smart Page content.
  • Themes > Colors / Fonts: Set primary and secondary colors and corporate fonts to apply across all layouts. You can apply specific accent colors that automatically cascade into all tables and charts.
image 11
  • Slide Size: Define custom slide size to fit your documentation standards.
image 12

Designing Layouts #

Each Smart Page section (like Cover, Body, PageBreak, HoldingsTable) looks for a layout in the Brand Theme with a matching name. During Smart Page generation, Assette programmatically searches for slide layouts with names that match the logical content section names in the Smart Page.

Example:

  • Smart Page component: "layout": "DocumentBody"
  • Matched PowerPoint layout name: DocumentBody

If a layout is not found, Assette may fall back to a default layout or raise a layout mismatch warning during preview.

Note that naming layouts is critical for dynamic theme to function correctly. Rename a slide by right clicking the layout and selecting Rename Layout. Always use consistent, clear names like Cover, DocumentBody, HoldingsSummary, etc.

image 13

Closing Slide Master and Returning #

Once all layout and style configurations are complete, click Close Master View to exit. Assette saves the layout map and formatting into the theme object, which is then used for rendering Smart Docs and Smart Pages.

image 14

Applying Layouts to Smart Pages #

Once a Brand Theme is saved, Assette dynamically maps each Smart Page section to the layout with the matching name in the theme. This eliminates the need for manual slide adjustment in most cases.

If you apply a Brand Theme to a Smart Page and a section fails to match a layout, you can manually adjust using Layout > Apply Layout in PowerPoint. This should be rare if naming is done properly.

image 15

Naming alignment ensures layout fidelity without manual corrections.

Dynamic Brand Theme Configuration (Developer Center) #

This section may not be relevant Authors.

Assette enables theme automation using two Data Blocks. The connection is built using data blocks that map specific products to their Brand Themes. When a document is generated for a product, the system references this mapping and applies the right theme automatically.

Brand Theme Extract Data Block #

Defines which Brand Theme PowerPoint file applies to which product/strategy/account.

image 21
  1. The JSON data block defines BrandThemeName and maps them to specific product codes (Product) and strategies.
  2. This structured mapping ensures that when a product is selected during document generation, the corresponding Brand Theme is applied automatically.

For example:

  • If the product code USLCGESMA is selected, the theme Dynamic Brand Theme 1.pptx will apply.
  • If the product code GVESMA is selected, the theme Dynamic Brand Theme 2.pptx will apply.

This automatic assignment happens because the Developer Center code references this structured mapping.

Brand Theme Selector Data Block #

Python block that reads BrandThemeExtract and returns the appropriate theme filename.

image 22
  • The code starts by retrieving the ProductCode from the generation parameters.
  • It reads a data extract (BrandThemeExtract) containing multiple Brand Theme definitions, including their corresponding products.
  • The code iterates through the BrandThemes list to find a matching product.
  • Once a match is found, the code retrieves the BrandThemeName and assigns it as the response text.
  • This ensures that each product is automatically associated with its predefined Brand Theme.


The user does not need to manually select a theme at the generation stage because the system dynamically maps the product to its specific theme based on this preconfigured code.

Document Generation: Automatic Theme Detection #

During Smart Doc generation, Assette automatically determines and applies the appropriate Brand Theme based on metadata selections such as product, strategy, and language. This process leverages the BrandThemeSelector Python Data Block, which reads from the BrandThemeExtract table to identify the matching PowerPoint theme file for the selected reporting context. Once the theme is identified, the system applies it behind the scenes without user intervention, ensuring that all slides adopt the correct layouts, fonts, and colors.

Theme application during generation is seamless:

  • Select Smart Doc from Library
  • Choose language, date, and product
  • System applies the theme automatically based on mapping

For multi-product documents, manual selection of a single theme is required:

Learn more: Dynamic Brand Themes | Assette Support

image 18

Shell Styling: Table and Chart Customization #

Shell styling is a powerful feature within Assette’s Brand Themes that allows users to design and customize not just the layout of their documents, but also the appearance of tables, charts, and labels. It provides flexibility for creating distinct styles across different data object buckets, ensuring a consistent look while enabling variations based on specific needs.

Table Styling: #

  1. Insert and customize a table visually
  2. Click Define Style
  3. Select Data Category
  4. Map row types (Title, Headings, Data Row, Summary, Footer)
  5. Map column types (String, Integer, Currency, etc.)
image 19

Chart Styling: #

  1. Insert chart (e.g., column chart)
  2. Customize series, fonts, colors
  3. Define chart style by data category
image 20

Final Steps and Publishing #

Once a Brand Theme is complete:

  • Click Save and then Publish.
  • If approval workflow is configured, submit for review.
  • After approval, the theme becomes active for generation workflows.
Brand Themes
Still stuck? How can we help?

How can we help?

Updated on May 19, 2025
Page Index
  • Working in PowerPoint Slide Master View
    • Key Controls in Slide Master
  • Designing Layouts
  • Closing Slide Master and Returning
  • Applying Layouts to Smart Pages
  • Dynamic Brand Theme Configuration (Developer Center)
    • Brand Theme Extract Data Block
    • Brand Theme Selector Data Block
  • Document Generation: Automatic Theme Detection
  • Shell Styling: Table and Chart Customization
    • Table Styling:
    • Chart Styling:
  • Final Steps and Publishing
Stay up to date on Assette news and updates with our Newsletter:
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact

4 Faneuil Hall, 4th Floor
Boston, MA
02109 USA
Tel: +1.617.723.6161

Book a Demo
X-twitter Linkedin Youtube
  • Privacy Policy
  • © 2025 Assette. All Rights Reserved
  • Powered By Artrivo (PVT) Ltd.