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What's Coming—The Rest of This Year

From the CEO

by Dave Thielen

The coolest part of Windward, to me, is creating new products and extending the functionality of our existing products. That’s my main driver – creating exceptional software.

So let’s talk about what’s coming the rest of this year. First for the engine and desktop designer—Q2 our goal is to make them cloud complete. This encompasses a number of things, first of which is to port the .Net Engine to .Net Core. Second is to add functionality to the designer so it can provide a U.I. into the Hub from the designer.

There’s also a number of smaller things, completing the RESTful engine API to fully match the .Net engine, providing RESTful clients for every programming language of interest, and seeing if we can come up with a .Net Core RESTful engine (that requires a .Net Core app server with the functionality we need).

We’ll also likely be adding to the RESTful engine a messaging API so your code can then handle queueing document requests in whatever priority you prefer to feed those to the RESTful server. This will provide much better control than just posting a ton of requests to the server and then polling to see when they are complete.

In Q3 & Q4 for the engine we’ve got a number of items we’re considering, and we’ll likely do most of these. In no particular order we have: full support for Excel custom formatting, add support for the new chart types in Office, add an XQuery datasource, and support all properties for charts, pictures, & text boxes for DOCX -> DOCX, XLSX -> XLSX, & PPTX -> PPTX.

Fundamental to a lot of the Q3 & Q4 work will be a significant refactoring of the datasource, Open XML parsing, and Open XML building (output) code. The refactoring will result in code that is more straightforward which both reduces bugs and makes it easier to add functionality. It also helps us complete support for additional properties.

Now onto Windward Hub. With the release of the initial MVP (Minimum Viable Product) we’re now into heavy listening mode with our customers and prospects who are interested in it. Step 1 is to add to it based on this feedback.

There are three big things we will be adding to it over the rest of this year. First is tying it tightly to Microsoft’s PowerPlatfrom (and likely other standard frameworks like this). We will not write components for forms, workflow, routing, etc. Instead we will use this capability in PowerPlatform. This way we deliver a better and more extensive solution using an industry standard.

Second, we will be adding “runners” to have it work as an integral solution inside existing web apps. We already have this for Salesforce and will be adding Dunamics, SharePoint, and JIRA in the near future. Prime candidates after that are NetSuite & Zoho.

Third, we will be completing our web-based designer. This will be our designer component running on top of the web version of Office. This will provide the same great template design experience via the browser that is presently only available with the desktop version of Office.

And that’s it for the big picture. There will be a lot of other items, some of which may be significant. And as we decide to do those, we’ll post additional roadmaps on our blog.

This is on track to be our best year ever for new products and additional functionality in our existing products. It’s fun.

Stay healthy!

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

David Thielen

President/CEO at Windward Studios

From his early years as a Senior Developer at Microsoft, to legendary designer of the popular Enemy Nations strategy game, to reporting and document generation guru, Dave has never lost his passion for building superb software and teams.

Written by:_
David Thielen
President/CEO at Windward Studios


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