AutoTag Template Designer Services Training Support

AutoTag Template Designer, is a component of Windward’s report writing and document generation solutions. It enables users to design, format and edit reports completely in Microsoft Office. The solution is added into Word and Excel as a ribbon and gives users the ability to link documents and spreadsheets to their data source.

AutoTag Template Designer Features

BI Platform Features

  • Administration via Windows App
  • Live Connection to External Data
  • OLAP (Pre-processed cube representation)
  • Multi-Data Source Reporting (Blending)

Supported Data Sources Features

Data sources that can be consumed by the application.

  • MS Excel Workbooks
  • Text Files (CSV, etc)
  • Oracle
  • MS SQL Server
  • IBM DB2
  • Postgres
  • MySQL
  • ODBC
  • Salesforce
  • Google Analytics

BI Standard Reporting Features

Standard reporting means pre-built or canned reports available to users without having to create them.

  • Pixel Perfect reports
  • Report Formatting Templates

Ad-hoc Reporting Features

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

  • Formatting capabilities
  • Report sharing and collaboration

Report Output and Scheduling Features

Ability to schedule and manager report output.

  • Publish to Web
  • Publish to PDF
  • Report Versioning

Access Control and Security Features

Access control means being able to determine who has access to which data.

  • Role-Based Security Model
  • Multiple Access Permission Levels (Create, Read, Delete)
  • Report-Level Access Control

Mobile Capabilities Features

Support for mobile devices like smartphones and tablets.

  • Responsive Design for Web Access

The BI life cycle spans a continuum that begins with large amounts of disparate data and stretches to encompass people, technology, information, analysis, and decision making. The benefits of BI are substantial: new business capabilities for insight, forecasting, planning, agility, and strategy execution.
Realizing benefits is challenging. With many moving parts—infrastructure, technology, data, integration, analytics, applications, metrics, reports, dashboards, scorecards—putting the pieces together in the most effective way is difficult. Learn the basics of BI from end to end, with special attention to two of the most important factors for BI success: planning and collaboration. You are most able to chart a course for BI success when teams and stakeholders share common concepts, use consistent terminology, and contribute collectively to the BI vision.

You Will Learn

  • Meaningful and actionable definitions of BI
  • Effective ways to deliver BI: Web, mobile, desktop, etc.
  • Common kinds of BI reporting: ad hoc, published, enterprise, and operational
  • Performance management principles, including dashboards, scorecards, and KPIs
  • Business analyst principles, including OLAP, analytic modeling, and data visualization
  • Advanced analytics concepts for data mining, predictive analytics, and text analytics
  • Data management practices, including profiling, cleansing, and quality management
  • Data integration practices, including consolidation, virtualization, and data warehousing

Geared To

  • Anyone with a role in BI/DW programs who needs to understand the concepts and the full life cycle of BI
  • BI/DW managers and leaders seeking to increase the value and business impact of a BI program
  • Business andtechnical people who need to work together to implement BI
  • Teams that need to develop a common base of concepts and terminology for BI

Technical resources.

Harnessing the power of Bilytica Consulting Servics

Seeing and Understanding your data is the key to competitive advantage in 2016. See why Industry Leaders Trust Bilytica consulting solutions.

Best practices for adopting secure, governed self-service analytics

Find out how Bilytica advanced analytics allows business users and IT to transform the way they used to see their valuable information.

Industry Leaders Trust Bilytica

Put the most powerful analytics platform to work for your business.

Contact Us

    AutoTag Template Designer Services Training Support

    The BI life cycle spans a continuum that begins with large amounts of disparate data and stretches to encompass people, technology, information, analysis, and decision making. The benefits of BI are substantial: new business capabilities for insight, forecasting, planning, agility, and strategy execution.
    Realizing benefits is challenging. With many moving parts—infrastructure, technology, data, integration, analytics, applications, metrics, reports, dashboards, scorecards—putting the pieces together in the most effective way is difficult. Learn the basics of BI from end to end, with special attention to two of the most important factors for BI success: planning and collaboration. You are most able to chart a course for BI success when teams and stakeholders share common concepts, use consistent terminology, and contribute collectively to the BI vision.

    You Will Learn

    • Meaningful and actionable definitions of BI
    • Effective ways to deliver BI: Web, mobile, desktop, etc.
    • Common kinds of BI reporting: ad hoc, published, enterprise, and operational
    • Performance management principles, including dashboards, scorecards, and KPIs
    • Business analyst principles, including OLAP, analytic modeling, and data visualization
    • Advanced analytics concepts for data mining, predictive analytics, and text analytics
    • Data management practices, including profiling, cleansing, and quality management
    • Data integration practices, including consolidation, virtualization, and data warehousing

    Geared To

    • Anyone with a role in BI/DW programs who needs to understand the concepts and the full life cycle of BI
    • BI/DW managers and leaders seeking to increase the value and business impact of a BI program
    • Business andtechnical people who need to work together to implement BI
    • Teams that need to develop a common base of concepts and terminology for BI

    Technical resources.

    Harnessing the power of Bilytica Consulting Servics

    Seeing and Understanding your data is the key to competitive advantage in 2016. See why Industry Leaders Trust Bilytica consulting solutions.

    Best practices for adopting secure, governed self-service analytics

    Find out how Bilytica advanced analytics allows business users and IT to transform the way they used to see their valuable information.

    Industry Leaders Trust Bilytica

    Put the most powerful analytics platform to work for your business.

    Contact Us

      AutoTag Template Designer Services Training Support

      The BI life cycle spans a continuum that begins with large amounts of disparate data and stretches to encompass people, technology, information, analysis, and decision making. The benefits of BI are substantial: new business capabilities for insight, forecasting, planning, agility, and strategy execution.
      Realizing benefits is challenging. With many moving parts—infrastructure, technology, data, integration, analytics, applications, metrics, reports, dashboards, scorecards—putting the pieces together in the most effective way is difficult. Learn the basics of BI from end to end, with special attention to two of the most important factors for BI success: planning and collaboration. You are most able to chart a course for BI success when teams and stakeholders share common concepts, use consistent terminology, and contribute collectively to the BI vision.

      You Will Learn

      • Meaningful and actionable definitions of BI
      • Effective ways to deliver BI: Web, mobile, desktop, etc.
      • Common kinds of BI reporting: ad hoc, published, enterprise, and operational
      • Performance management principles, including dashboards, scorecards, and KPIs
      • Business analyst principles, including OLAP, analytic modeling, and data visualization
      • Advanced analytics concepts for data mining, predictive analytics, and text analytics
      • Data management practices, including profiling, cleansing, and quality management
      • Data integration practices, including consolidation, virtualization, and data warehousing

      Geared To

      • Anyone with a role in BI/DW programs who needs to understand the concepts and the full life cycle of BI
      • BI/DW managers and leaders seeking to increase the value and business impact of a BI program
      • Business andtechnical people who need to work together to implement BI
      • Teams that need to develop a common base of concepts and terminology for BI

      Technical resources.

      Harnessing the power of Bilytica Consulting Servics

      Seeing and Understanding your data is the key to competitive advantage in 2016. See why Industry Leaders Trust Bilytica consulting solutions.

      Best practices for adopting secure, governed self-service analytics

      Find out how Bilytica advanced analytics allows business users and IT to transform the way they used to see their valuable information.

      Industry Leaders Trust Bilytica

      Put the most powerful analytics platform to work for your business.

      Contact Us

        AutoTag Template Designer Services Training Support

        The BI life cycle spans a continuum that begins with large amounts of disparate data and stretches to encompass people, technology, information, analysis, and decision making. The benefits of BI are substantial: new business capabilities for insight, forecasting, planning, agility, and strategy execution.
        Realizing benefits is challenging. With many moving parts—infrastructure, technology, data, integration, analytics, applications, metrics, reports, dashboards, scorecards—putting the pieces together in the most effective way is difficult. Learn the basics of BI from end to end, with special attention to two of the most important factors for BI success: planning and collaboration. You are most able to chart a course for BI success when teams and stakeholders share common concepts, use consistent terminology, and contribute collectively to the BI vision.

        You Will Learn

        • Meaningful and actionable definitions of BI
        • Effective ways to deliver BI: Web, mobile, desktop, etc.
        • Common kinds of BI reporting: ad hoc, published, enterprise, and operational
        • Performance management principles, including dashboards, scorecards, and KPIs
        • Business analyst principles, including OLAP, analytic modeling, and data visualization
        • Advanced analytics concepts for data mining, predictive analytics, and text analytics
        • Data management practices, including profiling, cleansing, and quality management
        • Data integration practices, including consolidation, virtualization, and data warehousing

        Geared To

        • Anyone with a role in BI/DW programs who needs to understand the concepts and the full life cycle of BI
        • BI/DW managers and leaders seeking to increase the value and business impact of a BI program
        • Business andtechnical people who need to work together to implement BI
        • Teams that need to develop a common base of concepts and terminology for BI

        Technical resources.

        Harnessing the power of Bilytica Consulting Servics

        Seeing and Understanding your data is the key to competitive advantage in 2016. See why Industry Leaders Trust Bilytica consulting solutions.

        Best practices for adopting secure, governed self-service analytics

        Find out how Bilytica advanced analytics allows business users and IT to transform the way they used to see their valuable information.

        Industry Leaders Trust Bilytica

        Put the most powerful analytics platform to work for your business.

        Contact Us

          Menu
          WhatsApp us