TAD Ribbon

The TAD Ribbon is the main interface of TAD.

The ribbon is broken down into 4 sections.

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.