Toad Data Point 6.3 - User Guide

Welcome to Toad Data Point Understand Toad's Workflow

Create Amazon Redshift Connections Create ODBC Connections Create Oracle Connections Create Snowflake Connections Create SQL Server Connections Create SharePoint Connections Understand Toad Connections Troubleshoot SQL Server Connections

Understand

Determine the Best Method to Locate Objects Object Explorer Filter Databases and Objects Understand a Table Using the Database Explorer Search for Objects Create an Database Diagram to Use as a Query Template Browse Data in Related Tables

Query

Tutorial: Build a Query Visually Create Cross-Connection Queries Reverse Engineer Queries Build a Subquery Edit SQL Editor Shortcut Keys View Result Sets Compare Differences in Data Export Data with One Click Export Share Excel Linked Queries

Report

Tutorial: Create a Toad Data Report Manage Reports

About Managing Reports DB2 Reports MySQL Reports ODBC Reports Oracle Reports SQL Server Reports

Publish and Share Reports

Automate

Getting Started with Automation Tutorial: Automate Excel Reports Automate Tasks Use Database Automation Activities Use File Automation Activities Use System Automation Activities Use Variables In Automation Execute/Schedule Automation Scripts

How to configure Toad to use Auth for sending SMTP Emails

Introduction

Welcome to Toad Data Point

July 16, 2024

Toad^® Data Point is a multi-platform database query tool built for anyone who needs to access data, understand data relationships, and quickly produce reports.

With Toad Data Point, you can:

Connect to almost any database or ODBC data source (see the Release Notes for a list of tested ODBC connections)
Write SQL queries and join data across all platforms
Automate and schedule frequent and repetitive tasks
Streamline data collection
Collaborate with team members
Export data in a variety of file formats

Toad Data Point provides a full-featured Database Explorer, Query Builder, and Editor for the following databases:

Oracle®
SQL Server® and SQL Azure
IBM® DB2® (LUW and z/OS)
SAP® ASE, IQ, SQL Anywhere, and HANA
Teradata®
MySQL
Snowflake®

Toad Data Point also provides querying and reporting functionality via the following provider types:

ODBC
Business Intelligence and NoSQL data sources
Microsoft® Excel®
Microsoft Access®

ODBC Connections

The purpose of the ODBC provider is to offer basic connection and querying capabilities to any database that supports an ODBC 3.0 or later driver. For a list of databases tested with the ODBC provider, see the System Requirements in the Release Notes. This form of connectivity allows connections to databases such as Netezza, IBM iSeries, Ingres, and Vertica™. Because this form of connectivity is generic, it is not full-featured and may not be as robust as the fully-exploited providers for the other databases.

Business Intelligence and NoSQL Data Sources

Toad Data Point provides users with the ability to connect to non-traditional data sources, such as Business Intelligence and NoSQL sources. You can connect to these data sources and explore data and objects, query data, report results, and automate tasks.

The following data sources are supported:

Business Intelligence	SAP Business Objects™ \| Google Analytics™ \| OData \| Oracle BI Enterprise \| Salesforce® \| SharePoint® \| SQL Server Analysis Services
NoSQL	Azure Table Service \| Cassandra™ \| Cloudera Impala \| DynamoDB \| HBASE™ \| Hive™ \| MongoDB™

Best Practices

Toad provides tools that help you succeed in your query and reporting goals. Many of these tools are considered Best Practices and are beneficial for individual users as well as managers. The following table describes the benefits of using Toad to improve Best Practices:

Best Practice	Benefit
One tool	Connect to any database type for basic query needs. Using one tool for all platforms makes it easier to learn and train others. Managers can create common files shared by all users. This ensures consistency for connections, queries, and reports.
Shared connections	Easily share connections between users by importing or exporting them.
Project management	Organize files and make them easily accessible to provide significant time savings. The Project Manager provides an easy way to group Database Diagrams, queries, and reports. It also provides the following useful features: Create multiple projects to manage and track related tasks. Double-click files in the project to quickly load them for review or execution. You can also add favorite web sites and directories. Email files to colleagues or send them to your local network share. Use the To-Do list to track items you need to complete.
Automation	Tasks that are frequently repeated can be automated and scheduled using Automation. You can schedule long running queries to execute during off-hours and can automatically export the results to Excel. You can also add these tasks to the Project Manager, and then double-click them to execute them. Automation offers an extension to your work day without you having to be there.
Database Diagram	Database schemas can be complex and difficult for new users to understand. The Database Diagram displays the database relationships between tables to reduce the learning curve. It also provides the following useful features: Add notes to help users learn more about specific tables and columns. Hide columns that are rarely used so users can focus on critical information. Add manual relationships to commonly used joins in queries. Save, share, or use Database Diagrams as a template for building queries.
Query Builder	Create complex queries visually using the Query Builder. You can also: Reverse engineer a query from the Editor. Create a cross-connection query between different database providers, such as Oracle and DB2. Add Lookup tables to a column for easy filtering. Use bind variables to optimize a query. Annotate tables, relationships, or the actual diagram with notes. Save or share the query for future use. Add Query Builder files to the Project Manager for easy access during your sessions.
Excel	Build Excel reports and share them with colleagues. The One Click Export feature offers options for quickly building Excel reports, including pivot tables for data manipulation. If you want data in an exported report to reflect changes to the database, you can use the One Click Export feature to export the underlying query with the report so it can be refreshed with the latest updates.
Share Files and Reports	Store files and reports in libraries that can be shared with colleagues. You can specify a directory on a network share to share these files with others.

Understand Toad's Workflow

Most reporting projects have a general flow throughout their lifecycle that requires you to understand your data sources, create queries, generate reports based on query results, and automate scripts for repetitive tasks.

Understand—Successful queries begin with a clear understanding of the data source to which you connect. If you understand the data and the objects, as well as their relationships to one another, you can build informed queries that are effective and more optimized than you could without this understanding.
Query—Queries are the most important, and often the most time-consuming, aspect of your project. Once you have a clear understanding of the data source, you can begin to create your query.
Report—Data retrieved from a query frequently needs to be shared with colleagues or management in the form of a report, such as a pivot grid or chart.
Automate—Queries and reports usually need to run on a daily, weekly, or monthly basis. With Automation, you can create a workflow that includes connecting to data sources, importing/exporting data, executing scripts, running queries, and building and distributing reports on a scheduled basis.

Connect

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