Getting Started #
Transfer All Data (TAD) is an Excel add-in that turns Excel into a powerful reporting and data processing tool. TAD gives users the power of SQL with a familiar Excel interface.
The start of everything you do in TAD is downloading a Table, Report or Template.
- Tables: Start with to import, update and delete records.
- Reports: Start with to download data.
- Templates: Start with to use Tables that have specific configurations. These may have specific column layouts or additional actions like the Batches templates.
Ribbon Selections #
Those options can be found on the left side of the TAD Ribbon in the Selections group.
Use the Tables button to download one or more tables.
Use the Add Table button to download one table.
Use the Reports button to download a standard TAD report.
Use the Add Report button to create a report from scratch.
Use the Templates button to download one of the 200+ templates.
Use the TAD button to Add, Delete, Copy and Download the Tables and Reports in the workbook.
Every time you download a Table, Report or Template the configuration of each object is saved to the TAD worksheet in that specific workbook. The configuration includes the SQL Statement, Parameters and Report Design properties.
The image below shows the AP Aging report configuration.
Initial Download and Parameters #
When downloading most Tables/Reports/Templates you will encounter the TAD Parameters form.
Similar to Vista, you can press F4 in most parameters or double-click to bring up the TAD Lookup form.
If the parameter name is surrounded by parentheses then you can select multiple values.
The image below shows the selection of multiple Companies.
You can use the Column and Search fields to filter the lookup results.
Use the Save button to save the selected results to the parameter field replacing existing values.
Use the Add To button to add the selected results to the parameter field and existing values.
Use the Split button to surround the selected results in SPLIT() which generates one worksheet per value. This can only be used on a single parameter per download.
If the parameter is a Date or Month then it brings up the TAD Calendar form.
The two items below are only useful when downloading multiple Tables/Reports/Templates.
The Global check boxes will push the parameter value to the remaining downloads for the same parameter name.
The Skip Remaining Parameter Entry check box will prevent the TAD Parameters form from appearing on the remaining downloads.
For example, if you download multiple reports with the same PaidMth parameter then this would allow you to enter the month value on the first report and it would be pushed to the remaining reports. The parameters form would also not appear for those remaining reports.
Download Again #
When the download finishes you will see the Saved Parameters in Columns A – B.
You can F4 in the Column B cells to bring up the TAD Lookup form.
You will also see blue action buttons that mirror the buttons on the TAD Ribbon. The blue action buttons act as a workflow for the specific Table/Report/Template.
The Download button has a special prompt that allows you to skip the parameter entry. If you change the parameter values on the worksheet then you want to click the Yes button to skip the parameters form.
You can also use the Download button on the ribbon. This will bring up the TAD Parameters form.
The Download All button on the ribbon will download all Tables/Reports/Templates in the specific workbook.
