Getting Started #
Copying a Table or Report requires specific steps because of how TAD operates. The configuration of every Table and Report you download is tracked on the TAD worksheet.
If you copy a worksheet using normal Excel methods then you will receive the error message below because the configuration cannot be found. Instead, use one of the methods listed below.
Copy During Download #
You can use this method if the Table/Report you want to copy has at least one Parameter. You will change the Tab Name during download which creates an exact copy of whatever you downloaded.
Start by downloading your existing Table/Report.
Change the Tab Name and any Parameter values.
Click the Download button.
You will see the new Table/Report.
Copy Using TAD Button #
Click the TAD button on the left side of the ribbon.
You will see the same records that exist on the TAD worksheet.
Select the Table/Report you want to copy and click the Copy Selected button.
That will create an exact copy and add “_Copy” to the end of the Tab Name.
Optionally, rename the worksheet and click the Save Changes button.
To save the new Table/Report you need to take one of the following actions.
- Select the new Table/Report and click the Download Selected button.
- Click the Save All button which saves the changes to the TAD worksheet.
Copy Directly on TAD Worksheet #
If your TAD License permissions allow you to unlock the TAD worksheet then you can copy and paste new rows directly in the table.
Highlight the entire row and copy the cells.
Paste into the next row and Excel will automatically add it to the table.
Make sure to rename the new record(s).
You can download the new Table/Report by clicking the TAD button on the ribbon.
Select the new Table/Report and click the Download Selected button.
