The TAD Ribbon is the main interface of TAD.
The ribbon is broken down into 4 sections.
Section | Description |
---|---|
Selections | These buttons are the starting point of everything you do in TAD. |
Actions | These buttons can be used with both Tables and Reports. |
Table Actions | These buttons can only be used with Tables. |
Utilities | These buttons give you access to options, refreshing your setup and general information. |
Each of the buttons below applies a specific Action to a worksheet. Some buttons have sub menus containing additional actions.
Main Button Name | Description | Ribbon Section |
---|---|---|
Download one or more tables with the intent to import/update/delete records. | Selections | |
Download or Copy one of the 100+ standard reports. Create new reports and share across your organization. | Selections | |
Used to access the starting points for “Other Features”. | Selections | |
Quick option to add a single Table. | Selections | |
Quick option to add a single Report. | Selections | |
This displays the tables and reports that are downloaded in the existing workbook. | Selections | |
Use to edit the structure (columns, joins, conditions) of the Table/Report. | Actions | |
Downloads the selected worksheet. | Actions | |
Downloads all worksheets in the workbook. | Actions | |
Runs the package assigned to the specific table. This allows you to run multiple actions in sequence which can be useful for posting batches. | Table Actions | |
Formats data to avoid data issues when importing/updating. | Table Actions | |
Contains the various batch actions that can be used on Batch tables. | Table Actions | |
Creates the INSERT statements for each record. | Table Actions | |
Validates that the records you are importing will be successful. | Table Actions | |
Imports the identified records into the database. | Table Actions | |
Creates the UPDATE statements for each record. | Table Actions | |
Validates that the records you are updating will be successful. | Table Actions | |
Updates the identified records in the database. | Table Actions | |
Creates the DELETE statements for each record. | Table Actions | |
Validates that the records you are deleting will be successful. | Table Actions | |
Deletes the identified records from the database. | Table Actions | |
Opens the TAD Query form showing the available options. | Utilities | |
Refresh the TAD setup tables based on your permissions. | Utilities | |
Displays Version, User Manual link and Licenses purchased. | Utilities |
Sub Menu Button Name | Description | Main Button |
---|---|---|
Loops through TAD Sheet and performs the action in the Action column. | ||
Deletes and worksheets from the workbook and clears everything on the TAD Sheet. | ||
Deletes all worksheets from the workbook. | ||
Clears everything on the TAD Sheet. | ||
Sorts worksheets based on listed order on TAD Sheet. | ||
Applies the same action to all tables/reports in the file. | ||
This will replace the Company & Group columns on the selected worksheet. The Destination Company is used to determine the Company & Group values. This replaces all rows in the column. | ||
This will delete all empty columns on the selected worksheet. | ||
This will format the column where your cursor is placed. Select a single cell and not the entire column. | ||
This allows you to copy the rows identified in the Action column on the sheet. You will be prompted for the # of copies. | ||
This will auto size every column on the sheet. | ||
This will hide the sheet and update the Hide column on the TAD Sheet. Use that column to unhide the sheet. | ||
Adds a table showing the column properties for each column. | ||
Assign a Batch # to each combination of Co & Month. This means you can list multiple Companies on the same sheet, and each will be assigned the next appropriate batch #. | ||
Assigns the Sequence # to each combination of Co, Month & Batch Id. | ||
Validates each Batch # in the combination of Co, Month & Batch Id. | ||
Posts each Batch # in the combination of Co, Month & Batch Id. The audit reports will not be generated in this process. If you want those reports, you must post the batches inside the system. | ||
Clears each Batch # in the combination of Co, Month & Batch Id. | ||
Generates a new sheet containing the batch errors. |
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