Getting Started #
Do you want to adjust the look of a Report after downloading the data? With a currently hidden feature, you can reference an Excel macro that will be run automatically after downloading the specific Table/Report.
This allows you to customize formatting, run additional processes, or manipulate the data in any way you need, all without manually triggering the macro each time.
Add Reference to Macro #
If your TAD License permissions allow you to edit the TAD worksheet, follow the steps below:
- Go to the TAD worksheet and locate the Report you want to add the custom macro to.
- Add the code below to the Tab Type column (Column P) for that specific Report.
This will link the custom macro to the Report, and it will automatically run after downloading the data.
Before
Report:0;LT:TABLE;CF:16;
After
Report:0;LT:TABLE;TM:<MacroName>;CF:16;
The image below shows the download prior to the change, displaying the report before the custom macro has been added.
The image below shows the download after the change, now displaying the Report Title and Company Name as customized by the applied macro.
The only drawback is that the formatting is locked into the specific workbook containing the macro. While this isn’t necessarily an issue, future updates will provide standardized basic formatting like the example above, which will be available across all TAD workbooks without needing custom macros.
Sample File #
The file below contains the same macro that formatted the report above. It is coded to work with the AP Aging report in TAD but can be modified to work with other reports as needed.