Note: This section assumes you have already installed AutoTag, Windward's report design tool. Here we present an overview of the basic steps for using AutoTag. For more information on AutoTag, please visit http://www.windwardreports.com/autotag.htm.

To create a template from scratch, open a blank Microsoft Word, Excel or PowerPoint file. Templates can include headers, footers, borders, bullet points, numbered outlines, page breaks, images, backgrounds colors, multiple fonts and more – any feature available in Word, Excel or PowerPoint. Then, save the template as an RTF, WordML (XML), DOCX, XLSX, or PPTX file.

At this point you have the basic outline for the template, but the template is lacking a way to call upon data to insert into the report. The next step is to create the placeholders for data, called tags. (Tags can also be viewed as commands to a database. How the tags are written determines what data will be inserted into a template.)

Now we'll connect to your data source(s) and use that information to create the tags. We'll show you this by walking through one of the samples that ship with AutoTag. Open Microsoft Word and click the Start Here icon on the AutoTag menu. Choose the sample Trucking Template 2 from the list. The sample already has been connected to an XML data source and had tags inserted; we will show you how this was done.

  1. From Word's AutoTag menu, select the Data Sources icon.

  2. Click Add. In the Data Sources Connection dialog box, select XML from the Vendor drop-down menu. Browse to selectthe XML file. In our example, the XML file containing the data is called Internet Marketing Data, stored in the AutoTag folder under My Documents. Click OK.

  3. In the Data Sources dialog, the left pane now shows available data groups from the XML file. The right pane shows the data groups that you can use in your template. (When you first connect to the XML data source, these two panes contain the same information.) Close the dialog box.

  4. To add a tag a template, select the Data Bin icon from the AutoTag menu. Then, select the desired data group from the Data Bin and drag and drop it into the desired location in your report template. Do this as many times as you'd like. (There are other, more powerful ways to add tags to templates, but we're keeping it simple in this introduction.)

After the template is created it must be uploaded into SharePoint.

  1. Open Arrow for SharePoint and click the Templates repository. By default, this is located under Documents in SharePoint's left pane.

  2. In the Upload drop-down menu, select Upload Document.

  3. Browse your hard drive for the template and click OK.

  4. Optional On the version control screen, click the Check In button.

>> Step 3: Creating a Windward Data Profile

Last edited Dec 10, 2013 at 10:11 PM by wrtr, version 2

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