Data Tab — Visual Guide

DataPublisher for Word · May 2026

Diagrams and flow charts for the Data Tab structure, data flows, and feature relationships.

Tab Structure

DATA TAB
│
├── Row 1
│   ├── Files          ← Upload CSV data files + manage Word templates
│   ├── Sources        ← Live connections (Google Sheets, Excel 365, SQL Server)
│   └── Import         ← 4-step wizard to pull live data into Word
│
├── Row 2
│   ├── Media          ← Image libraries for [[field]] placeholders
│   ├── Tables         ← CRUD editor for CSV rows
│   └── Data Sets      ← Project workspaces + Domain Template Catalog
│
└── Row 3
    └── Builder (full width)   ← Visual placeholder/logic builder
        ├── Basic Fields
        ├── Post-Processing
        ├── Conditionals
        ├── Loops
        └── Snippets

Data Flow: How Your Data Reaches a Document

EXTERNAL DATA                  YOUR ACCOUNT               WORD DOCUMENT
─────────────                  ────────────               ─────────────

CSV on your PC  ──[Files: Upload]──►  Data Files
                                           │
Google Sheets   ──[Sources: Connect]──►  Source       ──[Import: Wizard]──► Table in Doc
Excel 365             │                Connection
SQL Server            │                    │
                       └──[Auto refresh]──►  Synced
                                           Data
                                           │
                                    ┌──────┴──────┐
                                    │  Data Sets  │
                                    │  (bundles)  │
                                    └──────┬──────┘
                                           │
                                    Actions → Merge
                                           │
                                           ▼
                                    Generated Document

Files Sub-Tab Layout

┌─────────────────────────────────────────────────┐
│  DATA FILES                                     │
│  ─────────────────────────────────────────      │
│  customers.csv   150 rows · 8 cols · 2.1 MB     │
│  [Insert Fields] [Sort] [View] [Download] [Del] │
│                                                 │
│  products.csv    500 rows · 12 cols · 8.4 MB    │
│  [Insert Fields] [Sort] [View] [Download] [Del] │
│                                                 │
│  [+ Import Data File]                           │
├─────────────────────────────────────────────────┤
│  WORD TEMPLATES                                 │
│  ─────────────────────────────────────────      │
│  letter_template.docx     Saved Jan 15          │
│  [Load] [Download] [Delete]                     │
│                                                 │
│  catalog_layout.docx      Saved Feb 3           │
│  [Load] [Download] [Delete]                     │
│                                                 │
│  [Upload Template]  [Save Current Doc]          │
└─────────────────────────────────────────────────┘

Sources Sub-Tab Layout

┌─────────────────────────────────────────────────┐
│  LIVE DATA CONNECTIONS                          │
│                                                 │
│  ┌──────────────┐  ┌──────────────┐             │
│  │ Google       │  │ Microsoft    │             │
│  │ Sheets       │  │ Excel        │             │
│  └──────────────┘  └──────────────┘             │
│  ┌──────────────┐                               │
│  │ SQL Server   │                               │
│  └──────────────┘                               │
│                                                 │
│  CONNECTED DATA SOURCES          [Refresh ↻]   │
│  ─────────────────────────────────────────      │
│  ● My Sales Sheet    Google Sheets   ✓ Active   │
│  ● Product DB        SQL Server      ✓ Active   │
└─────────────────────────────────────────────────┘

Import Wizard Flow

Step 1          Step 2          Step 3          Step 4
──────          ──────          ──────          ──────
Select     →   Select      →   Choose      →   Preview
Source         Table/Sheet     Columns         & Insert
   │               │               │               │
Pick from      Sheet or       Check/uncheck   See first
connected      table list     column list     5 rows
sources                                       → Insert

Media Sub-Tab Layout

┌─────────────────────────────────────────────────┐
│  GRAPHICS LIBRARIES         [Refresh] [+ Create]│
│                                                 │
│  ▼ property-photos    (47 images)               │
│    front_view.jpg   side_view.jpg  backyard.jpg │
│    [+ Upload Images]                            │
│                                                 │
│  ► product-images     (120 images)  [expand]    │
│                                                 │
│  ► staff-headshots    (23 images)   [expand]    │
└─────────────────────────────────────────────────┘

Image reference in template:
  [[property-photos/front_view.jpg]]{{InsertImage}}{{SetImageWidth:108}}
  <<photo_filename>>{{InsertImage}}{{CenterImage}}

Builder Sub-Tab: What Each Tab Produces

Builder Tab         Input                   Output Inserted
───────────         ─────                   ──────────────
Basic Fields        File + field            <<FieldName>>
                    + type (text/image)     [[FieldName]]

Post-Processing     File + field            <<FieldName>>{{Func1}}{{Func2}}
                    + functions

Conditionals        File + field            {#IF field = value}
                    + operator + value       ...true content...
                    + content               {ELSE}
                                             ...false content...
                                            {/IF}

Loops               Master file             {#FOREACH ArrayName}
                    + related array          <<ArrayName.field>>
                    + loop content          {/FOREACH}

Snippets            Category + search       Pre-built pattern
                    + snippet card          (varies by snippet)

Data Sets Structure

DATA SET  "Q2 Real Estate Campaign"
│
├── Data tab          ── listings.csv (master), agents.csv (lookup)
├── Connector tab     ── [optional live source connection]
├── Templates tab     ── listing_sheet.docx, agent_bio.docx
├── AI tab            ── knowledge base context for AI assistant
└── Tables tab        ── inline CRUD view of listings.csv

Domain Template Catalog Flow

Browse Catalog
      │
      ▼
Select Template  ──►  Preview details
      │
      ▼
"Use This Template"
      │
      ├──►  Sample CSV copied to Data → Files
      ├──►  Word template copied to Data → Files → Templates
      └──►  Data Set created and configured
                  │
                  ▼
           Actions → Merge
            (pre-configured)
                  │
                  ▼
             Run Action
                  │
                  ▼
           Generated document
           with sample data
                  │
                  ▼
           Swap in your own
           CSV → re-run

Placeholder Type Decision Tree

What are you inserting?
        │
        ├── Text from a data field?
        │       └── <<FieldName>>
        │
        ├── Image file by path/name?
        │       └── [[FieldName]]  or  [[library/filename.jpg]]
        │
        ├── Text with a transformation?
        │       └── <<FieldName>>{{FunctionName}}
        │
        ├── Content that shows/hides based on data?
        │       └── {#IF field = value}...{ELSE}...{/IF}
        │
        └── Content that repeats for related records?
                └── {#FOREACH Array}...<<Array.field>>...{/FOREACH}