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 #
- 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.
- TAD
- Add, Delete, Copy and Download the Tables and Reports in the workbook.
Actions Buttons #
- 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 #
- 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.
- 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.
- Script Import
- Creates the INSERT statements for each record.
- 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.
- 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.
- Validate Delete
- Validates that the records you are deleting will be successful.
- Execute Delete
- Deletes the identified records from the database.
Automation Buttons #
- 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 #
- 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 #
- 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 #
- Regenerate Action Buttons
- Regenerates and resyncs the blue action buttons on the selected worksheet.
Format Table Button Sub-Menu #
- 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 #
- 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.
- Generates a new sheet containing the batch errors.
Refresh Setup Button Sub-Menu #
- 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.