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Windward

AutoTag Interfacefor v14 and earlier

Overview

A look at the two tabs, AutoTag and Report Manager, that are added to MS Office when you install AutoTag.

AutoTag Tab

The interface shown below uses Office 2013.

Office2013 Menu.PNG

Data Menu

pod_icon.png Pod Bin. Pods contain pre-defined groups of tags that you can drag and drop into report templates. (These groups are defined, saved, and added to the bin by you or your organization).

data_bin_icon.png Data Bin. The Data Bin contains all the data that is accessible from a particular report template. You can drag and drop items from the Data Bin into your template.

 Tag Tree. The tag tree provides a quick look at the tag structure of your template.

Tags Menu

tag_icon.png Tags. Windward Reports lets you insert a variety of data types, including single pieces of data, charts, images, tables and more. Each type of data is associated with a tag type. When you click the Tag icon, a pop-up window shows you all the tag types.

select_tag_icon.png Select Tag. This selects the tag you have your cursor on. It is especially useful when working with text tags.

delete_tag_icon.png Delete Tag. When you place your cursor on a tag and click this icon, the tag is deleted.

validate_tag_icon.png Validate. You can check to make sure tags are formatted properly by using this icon.

 Debug. The template debugger helps you determine why your template is not generating the report you expect.

next_icon.pngprevious_icon.png Next and Previous. Use these icons to quickly jump from tag to tag in a template.

output_icon.png Output. To run a report, you click this icon and then choose the desired output format (HTML, PDF, DOCX, etc.)

Select Menu

The exact menu you see will vary, depending upon where you are in a template and what it contains, but there are typically four main items:

 

 Select box. This contains the select statement, also known as a call or a query to a data source, that tells the template what data to retrieve when the report is run.

evaluate_icon.png Evaluate. When you select a tag and click the Evaluate icon, a pop-up window shows you the real-time data associated with that tag.

wizard_icon.png  Wizard. The wizard walks you step by step through selecting a subset of data to use in a report.

 Equation. The Equation Editor lets you add macros to the select.

AutoTag Manager Tab

The interface shown below uses Office 2013.

Office2013 Manager Menu.PNG

Data Menu

parameters_icon.png Variables. Useful when working with a template containing variables. Parameters let you find undetermined variables and enter default values and types.
data_sources_icon.png Data Sources. This icon contains three sections: Data Sources (a list of all the data sources a template is connected to), the Data Source Wizard, and the most recent data sources connected to.

load_pods_icon.png Load Pods. This icon lets you load groups of tags (pods) into a template.

create_pods_icon.png Create Pods. Create Pods lets users create groups of tags that can be used in other templates.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/edit_rdlx_icon.png  Edit Pod file. This lets you edit pod files.

Tools

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/replace_icon.png Find/Replace. This tool lets you find and replace text in tags throughout a document.

 Clean Template. This tool scrubs the file, closes your existing template, opens the new scrubbed template, deletes the old file, and renames the new file to the name of the original file.

 Colorize. Creates a copy of your template with every paragraph and cell background set to a random shade of a given color.

 List Imports. Lists all files placed in a final report via the import tag, including imports inside imported templates.

 List Pod Frames. Scans the template and lists out all Pod frames listing their type, GUID, and page/line number in the template.

 Build SQL Schema. You can use this program to create a schema file (by pointing it at a database) or create one by hand.

Options

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/options_icon.png Options. AutoTag's options control how tags are read and how they display in your template.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/license_icon.png  License. You can update and view your license key via this icon.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/website_icon.png Website. This links to the Windward website.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/01The_AutoTag_Interface/about_icon.png About. Basic info about AutoTag, such as version number and license expiration date (if any).

help_icon.png Help. The Windward Reports Help file.

start_here_icon.png  Start Here. Links to resources including the Start Here Guide and sample templates.