List of Features in Windward

Designer

Template Debugger

A full-featured debugger that you can use to debug the processing of a template, including viewing all variables, single step, and breakpoints.

List Imported Templates

Lists all templates imported in the generation of a report.

Data Count

Provides a quick summation of the number of rows of data each forEach tag in the template will return. This provides a quick verification that the amount of data returned is what is expected. It also quickly shows which queries are pulling down more data than you expected.

Datasource Connection Debugger

Provides a powerful tool to show all issues with a failing connection. Provides a set of all properties that can beset for the connection with the ability to adjust all of them. Provides all information from the underlying connector about why the connection failed.

Select Debugger

Provides a powerful tool to show all issues with a select that is failing. Makes it easy to determine what is wrong and then correct it. Provides all information from the underlying datasource about the select.

Error & Warning Handler

You can set specific handling for errors & warnings, either on a per-tag basis, or on the report in full.

Generate Code

Designer (fka AutoTag) Generate Code tool 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 in your .NET or Java project. The process is quick, shortens delivery time and helps alleviate any bumps in the road.

Tag Tree

Provides a display of all the tags in the template, structures as they are placed in the template. Provides an easy way to see the structure, go to any tag, and see the properties of a tag.

Engine

Verify Template

The verify tool scans the template and reports any problems with the tags. Provides a way to easily go to any problem tag.

Designer

Processes Embedded DOCX, PPTX, & XLSX Objects

If a DOCX, PPTX, or XLSX file is embedded as an object in a DOCX, PPTX, or XLSX template (any combination), that embedded template will be processed as a sub-template, applying the same datasources and passing in all tag vars in scope. That is then included in the generated report.

Engine

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.

Processes Embedded DOCX, PPTX, & XLSX Objects

If a DOCX, PPTX, or XLSX file is embedded as an object in a DOCX, PPTX, or XLSX template (any combination), that embedded template will be processed as a sub-template, applying the same datasources and passing in all tag vars in scope. That is then included in the generated report.

Pixel Perfect PDF Output

Office does not fully specify how it lays out a page, which makes it impossible for any product to render PDF identical to Office. Windward has a mode where the engine will call Microsoft Office or SharePoint (for running on Java) to perform the PDF layout.

Word Form Fields are Form Fields in PDF Output

Any form fields in a Word template are written as form fields in PDF & DOCX output. In addition, the value in the form can be populated from your data.

PDF 401 Supported

PDF 401 output is fully supported. This requires you use the option where Windward calls Office to generate the PDF file.

PDF/A Output Supported

Generated PDF output can be set to be PDF/A.

Designer

Access Providers for all File Based Datasources

All file operations, including reading a file based datasource (XML, JSON, OData, etc.) use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

Engine

Access Providers for all File Based Datasources

All file operations, including reading a file based datasource (XML, JSON, OData, etc.) use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

All Data Placed in Report can also be Written to data.xml File

If set, when a report is generated, all data placed in the generated report is also written to a data.xml file. That file is then included in the generated DOCX, PPTX, or XLSX report.

Ad-hoc Filters can be Applied to Tag Selects

When generating a report, lists of values or select criteria can be passed to the engine to have it apply that ad-hoc query in the select for the identified tag.

Process Multiple Datasources Simultaneously

When Windward is merging the data into a template, it process the template handling each tag in order, and the tags can pull from different datasources. This allows the select in a tag to use data from other datasources in the select.

Designer

SQL Schema

SQL Schema is a method to reduce the schema of a database to just the tables/columns of interest. It also speeds up loading the database. Only needed for databases with a large schema - and a life saver for gigantic schemas.

Color Coding in the Select Editor

The query editor has color coding and type ahead to help in writing queries for advanced queries that the wizards cannot do. Or ifyou just prefer writing queries direct.

Define Variables to use in the Template

Define all variables that will be passed in when run in production. With the defined variables, they can then be used in a drag/drop manner when crafting queries in the wizards.

SQL Select Wizard - Automatic Joins

The SQL Wizard will automatically determine the joins between tables in the select (if the database metadata has the foreign key - primary key relationships).

Select Wizards

The wizards make defining a query, SQL, XPath, JsonPath, & OData, easy, intuitive, and clear on what the results will be.

Designer

PODs

Arguable the most powerful feature in the designer, you can select any content in a template, from a single character, to multiple pages including charts, bitmaps, tables, and more. Save this as a POD. Then in other templates drag & drop that POD and you get that same content.

Data Bin

The data bin is a tree of the data schema. From it you can drag & drop elements onto the template creating either an out tag(specific element) or a table (multiple elements). Very quick for a lot of the common uses requiring no setup.

Designer

Tags are Color Coded

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

Bitmap Tags are Bitmaps

Out and Import tags, when they are rendering bitmaps, display in the template as an Office picture (bitmap). And as it's a picture, you see in the template exactly what you will get in the output.

Engine

Chart Tags are Charts

Chart tags are Office charts. The data is populated from selects. All properties of the chart you set directly in Office as you would for any other chart. And as it's a chart, you see in the template exactly what you will get in the output.

ForEach Tags can be Row or Column Major

A forEach tag (repeat once for each row of data) can be row or column major. Use column major when you have a variable number of columns based on your data.

Pass in any Number of Parameters

There is no limit to the number of parameters you can pass in to generate a report. There is no limit to the number of parameters you can use in any select.

Designer

Access Provider is Used for Importing Any File

All file operations, including reading an imported file, use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

Engine

Can Read Imported Files from a .zip File

You can specify a file to import using  "filename.zip!data.xml" where it will then read the file data.xml from the filename.zip.

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, ot the properties in the parent.

Access Provider is Used for Importing Any File

All file operations, including reading an imported file, use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

Tags in Imported Templates are Processed

An import tag in your template imports a sub-template (or bitmap). The imported template is processed as though it was inserted in-line at that point. All tags in the imported template are processed. All variables in scope at the import point are available to the sub-template.

Designer

Bitmap Tags are Bitmaps

Out and Import tags, when they are rendering bitmaps, display in the template as an Office picture (bitmap). And as it's a picture, you see in the template exactly what you will get in the output.

Change Tracking

OK, this is another case of it's all Office. We're just along for the ride. You can turn on change tracking, add comments, etc. to the template providing a record of who changed what in the template.

Access Providers for all File Based Datasources

All file operations, including reading a file based datasource (XML, JSON, OData, etc.) use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

Engine

Access Providers for all File Based Datasources

All file operations, including reading a file based datasource (XML, JSON, OData, etc.) use a Windward access provider. Access providers exist for all the common protocols (file servers, basic, digest, OAuth2, etc.). And if you need something different, you can write your own access provider - once. And it then handles any access of files using that protocol. (ref: Ohana)

Engine

Conditional Formatting

You can set conditional formatting on the content of any out tag. This is similar to the conditional formatting in Excel but this works for all output (DOCX, PPTX, & HTML as well as XLSX). And it can be applied to the added data anywhere, not just in a cell.

130 Macros (Functions)

Windward includes over 130 macros (including 95% of the macros in Excel). You can also include your own custom macros.

Engine

Excel References are Adjusted to Match Output

Any references (A1:D6) are adjusted inthe generated XLSX output to now be the new range based on the inserted data. This includes the case ofarange inside a forEach loop, where the range will be adjusted for each set in each iteration of the forEach.

Pivot Tables Adjusted in Output

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

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