Transfer All Data
Transfer All Data V2.27
Table of Contents
Transfer All Data
Transfer All Data V2.27
Introduction
TAD Features
Latest Updates
Installation
Installation Checklist
Installing TAD on SQL Server
Loading the Excel Add-in
TAD Configuration Excel File
Licenses and Permissions
Add User License
Copy User License
Delete User License
Change User Permissions
Understanding the Basics
How Does TAD Work
Navigating Around TAD
Working in the Sandbox
General Training
Connecting TAD to the Server
When to Refresh Setup
Query Building
Building a Basic Query
Adding Parameters
Joining Tables
Adding Advanced Columns
Function Categories
Other Topics
Beginner
Changing Tab Name
Copying a Table or Report
Parameter Defaults
Intermediate
Global Parameters
Loading a SQL Statement
Advanced
Calling Action from Custom Macro
Table Training
Beginner
Table Actions
Downloading a New Table
Saving Column Layout
Intermediate
Format Table Explained
Importing Records
Updating Records
Packages
What are Packages?
Changing a Package
Running the Package
Advanced
Deleting Records
Report Training
Beginner
Report Layouts
Downloading a New Report
Downloading a Standard Report
Intermediate
Advanced
Adding Report Using Stored Procedure
Template Training
Beginner
Template Types
Template Packages
Downloading a Standard Template
Adding a Template
Copying a Template
Snapshot TAD Sheet
Intermediate
Add To Batch
Process
Setup
Advanced
Company Copy
Mimic
Batches Training
Beginner
Batches Overview
Creating a Batch Layout for Imports
Importing Records into a Batch
Intermediate
Download a Batch to Clear
Download a Batch to Post
Change Batch Month
Financial Statement Training
Beginner
Financial Variables
Page Header Variables
Column Header Variables
Intermediate
Advanced
References
TAD Ribbon
TAD Tab
TAD Forms
TAD About
TAD Calendar
TAD Licenses and Permissions
TAD Lookup
TAD Parameter
TAD Progress
TAD Initialize Cost Projections
TAD Query
Tables Button
Reports Button
Templates Button
TAD Button
Options Button
Query Button
Select Button
From Button
Join Button
Where Button
Group By Button
Update Action
Introduction
TAD Features
TAD Features
Feedback
Was this helpful?
Yes
No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
×
Thanks for your feedback.
Post your comment on this topic.
Your name *
Your e-mail address *
Comment *
Post Comment
Post your comment on this topic.