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TAD Ribbon

Getting Started​

The ribbon is broken down into five sections.

  • 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.
  • Automation
    • These buttons allow you to schedule reports and copy conversion data.
  • Utilities
    • These buttons give you access to options refreshing your setup and general information.

Selections Buttons​

Selections Buttons screenshot

  • Tables
    • Download one or more tables with the intent to import/update/delete records.
  • Reports
    • Download one of the standard reports.
    • Download one of the Company Reports that you can upload to your Vista configuration.
  • Templates
    • Download a template containing Tables with specific configurations.
    • These may have specific column layouts or additional actions like the Batches templates.
  • Add Table
    • Download a single Table.
  • Add Report
    • Download a single Report built from scratch.
  • TAD
    • Add, Delete, Copy and Download the Tables and Reports in the workbook.

Actions Buttons​

Actions Buttons screenshot

  • Edit Query
    • Use to edit the structure (columns, joins, conditions) of the Table/Report.
  • Download
    • Downloads the selected worksheet.
  • Download All
    • Downloads all worksheets in the workbook.

Table Actions Buttons​

Table Actions Buttons screenshot

  • Run Package
    • Runs the package assigned to the specific table.
    • This allows you to run multiple actions in sequence which can be useful for posting batches.
    • What are Packages?
  • Format Table
    • Formats data to avoid data issues when importing/updating.
  • Batch Actions
    • Contains the various batch actions that can be used on Batch tables.
    • Intro to Batches
  • Script Import
    • Creates the INSERT statements for each record which can be executed in SQL Server Management Studio.
  • Validate Import
    • Validates that the records you are importing will be successful.
  • Execute Import
    • Imports the identified records into the database.
  • Script Update
    • Creates the UPDATE statements for each record which can be executed in SQL Server Management Studio.
  • Validate Update
    • Validates that the records you are updating will be successful.
  • Execute Update
    • Updates the identified records in the database.
  • Script Delete
    • Creates the DELETE statements for each record which can be executed in SQL Server Management Studio.
  • Validate Delete
    • Validates that the records you are deleting will be successful.
  • Execute Delete
    • Deletes the identified records from the database.

Automation Buttons​

Automation Buttons screenshot

  • Create Automator
    • Creates the Automator worksheet which can be used to email/save worksheets.
  • Validate Automator
    • Validates the Automator worksheet to make sure all entry is correct.
  • Process Automator
    • Processes the Automator worksheet and emails/saves the worksheets.
  • Create Blaster
    • Creates a Blaster worksheet for the select Table/Report.
  • Create Converter
    • Creates a Converter worksheet for the selected Table.
  • Validate Converter
    • Validates the Converter worksheet to eliminate errors.
  • Execute Converter
    • Processes the Converter worksheet and copies data from source to destination worksheets.

Utilities Buttons​

Utilities Buttons screenshot

  • Options
    • Opens the TAD Query form showing the available options.
  • Refresh Setup
    • Refresh the TAD setup tables based on your permissions.
  • About
    • Displays Version, User Manual link and Licenses purchased.

TAD Button Sub-Menu​

TAD Button Sub-Menu screenshot

  • Run Process
    • Loops through TAD Sheet and performs the action in the Action column.
  • Reset File
    • Deletes and worksheets from the workbook and clears everything on the TAD Sheet.
  • Delete Sheets
    • Deletes all worksheets from the workbook.
  • Clear TAD Sheet
    • Clears everything on the TAD Sheet.
  • Sort Sheets
    • Sorts worksheets based on listed order on TAD Sheet.
  • Update Action Column
    • Applies the same action to all tables/reports in the file.

Run Package Button Sub-Menu​

Run Package Button Sub-Menu screenshot

  • Regenerate Action Buttons
    • Regenerates and resyncs the blue action buttons on the selected worksheet.

Format Table Button Sub-Menu​

Format Table Button Sub-Menu screenshot

  • Replace Co/Groups
    • 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.
  • Delete Empty Columns
    • This will delete all empty columns on the selected worksheet.
  • Move Empty/Optional Columns
    • Moves all empty and optional columns to the end of the table.
  • Format Selected Columns
    • This will format the column where your cursor is placed. Select a single cell and not the entire column.
  • Copy Identified Rows
    • This allows you to copy the rows identified in the Action column on the sheet. You will be prompted for the # of copies.
  • Auto Size Columns
    • This will auto size every column on the sheet.
  • Apply Default Row Height
    • This will change all row heights to the default value of 15.
  • Hide Current Sheet
    • This will hide the sheet and update the Hide column on the TAD Sheet. Use that column to unhide the sheet.
  • Add Column Properties Table
    • Adds a table showing the column properties for each column.
  • Regenerate Excel Formulas
    • This regenerates the Excel formulas in the columns which can be useful after a Format Table, Validate Import or other action.

Batch Actions Button Sub-Menu​

Batch Actions Button Sub-Menu screenshot

  • Get Batch #
    • 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 #.
  • Assign Batch Sequence
    • Assigns the Sequence # to each combination of Co, Month & Batch Id.
  • Validate Batch
    • Validates each Batch # in the combination of Co, Month & Batch Id.
  • Post Batch
    • 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.
  • Clear Batch
    • Clears each Batch # in the combination of Co, Month & Batch Id.
  • Get Batch Errors
    • Generates a new sheet containing the batch errors.

Refresh Setup Button Sub-Menu​

Refresh Setup Button Sub-Menu screenshot

  • Clear User Setup
    • Clears all user setup in the workbook.
    • The TAD worksheet keeps the configurations so the workbook can be sent to another user to connect and download.