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 Batch tables.
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.
