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Windward

Adding Tags with the Data Bin

Overview

To begin tagging we will introduce you to the most basic tagging tool the “Data Bin.” To learn how to place data into the Data Bin see the tutorial on connecting to data sources. For more specific information on the Data Bin tool, see this article.

Overview

This article will show you how to use the Data Bin to drag and drop a working tagged table. 

 

Making Easy Drag and Drop Tables

Accessing the Data Bin

After connecting to your datasource(s) you can select “Data Bin” which is located under the AutoTag tab. In newest versions of AutoTag, the Data Bin will appear automatically in a right-side pane when you connect to a data source. You can also access the Data Bin in the AutoTag tab of your MS Ribbon.

Using the Data Bin

For the purpose of this tutorial we will be using the Northwind data source as used in other tutorials.

 

Nodes and sub nodes of data are organized neatly for easy retrieval. The Data Bin was designed for simplicity, so to create a table of data using the Data Bin, simply select a category (for instance Employees) and drag it on to your Word page.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/03Tagging/Adding_Tags/Adding_Tags_with_the_Data_Bin/data_bin_1.png

Selecting the data for your Table

The "Select columns for the table" window will appear (shown below). Select the data you wish to see in your table. In the image below, if you kept all the boxes selected, you would end up with a table that had 18 columns! While this might be what you want, it's most likely that you only need to select some of the data nodes for your table.

  • You can click the Deselect All button to unselect all data and just choose the items you need in your report
  • Use the up and down arrows to change the order of the items you have selected

Select Columns Window.PNG

 

Once you have made your data selections, hit OK.

 

In your Word doc, a table will appear containing headings and tagged cells for everything that you selected:  

  • The column titles reflect the data that will be displayed in the columns when we run the report.

  • Items surrounded by brackets ([ ]) indicate tags. (Note: this is the default appearance of tags. You can change this by using what is called a nickname).

    • When you run the report, the software knows to present actual text as text but to treat tAutoTag's Tags as placeholders for data.

  • The tag appears because you dragged a data group onto the template, indicating that when generated, the report should run through each listing in that group.

  • The tags occur when data subgroups are inserted into a report. AutoTag knows that each time this tag is called upon, it should display the associated value in the data source.

     

    Column Title

    EmployeeID

    LastName

    FirstName

    Title

    BirthDate

    HireDate

    Address

    City

    PostalCode

    Cells containing Tags that are already tagged with your data

    [Employees][EmployeeID]

    [LastName]

    [FirstName]

    [Title]

    [BirthDate]

    [HireDate]

    [Address]

    [City]

    [PostalCode]

 :forEach]

 

 

 

Generating the Report

Save the Document and select what format you would like your final report to be in.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/03Tagging/Adding_Tags/Adding_Tags_with_the_Data_Bin/data_bin_2.png

For instance by selecting PDF the document will turn out like below, a full list of all the employee ID, Last Name, First Name, and Job Title that exist in the datasource.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/03Tagging/Adding_Tags/Adding_Tags_with_the_Data_Bin/data_bin_3.png

Drag and Drop Into an Existing Word Table

An important note about dragging and dropping data into an already existing Word table:

If the drop point is to the right of the rightmost character in the cell, the data will drop into the next cell (the cell to its right).

If the drop point is to the left or on the rightmost character (or insertion point if no characters), it will drop in that cell.

This is a limitation of the Word API -- and our development team has sweated blood trying to find a way around this, to no avail.

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