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Toad Data Point 2025 R2 - User Guide

Introduction Connect Understand Query Report Automate How to configure Toad to use Auth for sending SMTP Emails Import/Export Wizard support for CSV and Excel files stored to SharePoint Online server

Publishing from Excel / Local Storage

Data originating from an Excel file, Local Storage, or an Access database can be published to Toad Intelligence Central (TIC), but only as a dataset because these data sources are unmappable.

To publish from an unmappable data source to Intelligence Central

  1. Launch the Publish to Intelligence Central dialog. See Publish to Toad Intelligence Central for more information.
  2. In the Publish Type field, Dataset is the only option available.
  3. Specify the remaining publishing options.
  4. When finished, click Publish to publish the data as a new dataset in TIC.

Publishing a Cross-Connection Query Containing an Unmappable Data Source

You can publish a cross-connection query that includes a connection to an Excel file, Local Storage, or an Access database. The data from the cross-connection query is published as a data object in TIC. In addition, the data from the Excel file, Local Storage, or Access database is published separately to TIC as a new dataset, and is used by the main published object.

Data in the Dataset Is Static

The main object in TIC does not contain a link to the original Excel file, Local Storage database, or Access database. If data changes in one of these original sources, the change is not reflected in either the main object in TIC or in the dataset in TIC.

Dataset Sharing/Visibility

The same sharing options you specify for the main object are applied to the dataset.

Note: If all connections in the cross-connection query are from Excel, Local Storage, or Access, then the data is published as a dataset only.

  

Related Topics

Troubleshooting

Use this section to troubleshoot publishing errors.

To troubleshoot issues when publishing an Automation script, see Troubleshoot Scripts on Intelligence Central.

Issue or Error Message Solution or Workaround
Google Analytics or Salesforce - expired access/refresh token

Error Msg: "Invalid data source definition: 400 Bad Request: Invalid_grant (expired access/refresh token)"

This error may occur if the connection's authentication token is expired.

Solution: In the Publishing dialog, click the Authentication link, then click Reauthorize to re-enter your credentials and grant access to Toad.

"Data source name not found" error msg when using ODBC connectivity

Error Msg: "Invalid data source definition: Data source name not found and no default driver specified"

Solution 1: TIC uses only System DSNs. Make sure that you have specified a System DSN and not a User DSN.

Solution 2: The DSN on the TIC server must match the DSN you are using. Ensure that the DSN installed on the TIC server is the same as the one you are using to publish.

Note: This only applies when the connection you are publishing from uses ODBC connectivity.

missing MySQL ODBC driver on TIC

You are missing the MySQL ODBC driver. You can download the driver from the following site: http://dev.mysql.com/downloads.

Use MySQL ODBC driver versions 3.51 or 5.0.

missing Teradata ODBC driver on TIC

You are missing the Teradata ODBC driver. You can download the driver from the following site: http://www.teradata.com.

In addition to the Teradata ODBC driver, you must also install the Teradata .Net Provider.

missing driver on TIC

The Intelligence Central server you are publishing to is missing the matching ODBC driver. Install the required ODBC driver listed in the error message, or contact the administrator responsible for the Intelligence Central server.

You might also want to specify an ODBC driver to use when publishing from this database type to this particular TIC server.

To specify an ODBC driver

  1. In the Navigation Manager, right-click the Intelligence Central connection and select Properties.
  2. Select the Advanced tab and then select an ODBC driver (from the drop-down list) to use for that database type.

Note: Specify an ODBC driver to use only if you are having difficulty publishing from that particular database to the TIC instance.

General problems publishing from an Oracle connection

General issue: The Microsoft-supplied ODBC driver for Oracle is included in a standard Windows install and has limited functionality. To insure that the TIC server is using the Oracle ODBC driver instead of the Microsoft-supplied driver, you can specify a driver to use when publishing to that TIC instance.

Suggestion: Specify driver to use when publishing.

  1. Right-click the TIC connection in the Navigation Manager and select Properties.
  2. Select the Advanced tab. Open the drop-down list next to Oracle and select the Oracle ODBC driver.
ORA: 1242

General issue: The TIC TNS names file may have a data service name that does not match the name in the TNS names file on the publishing workstation.

Suggestion: Modify one of the files to ensure the names match.

"The ODBC driver does not support the data type."

The Oracle ODBC driver does not support subtracting from TIMESTAMP. This is a known Oracle ODBC issue. If attempting to publish SQL such as the following:

Select Date_Col, Timestamp_Col - sysdate from Table

remove "Timestamp_Col - sysdate."

"Out of sort memory" error

Error Msg: "Out of sort memory, consider increasing server sort buffer size."

This error might be encountered when attempting to publish a query or when querying a published snapshot/view containing a GROUP BY or ORDER BY clause.

Solution 1: Add “ORDER BY NULL” to the end of the query.

Solution 2: Increase the value of the sort_buffer_size variable by adding "sort_buffer_size=2M" to the Intelligence Central configuration file found here:

C:\Program Files\Quest Software\Toad Intelligence Central\datahub.cnf

Columns with the same name

Error Msg: "Duplicate column name '<column name>'. Add a differentiating column alias."

Your query includes two columns with the same name and the columns do not have unique aliases.

Solution: Add unique alias names for the columns.

"Incorrect key file" error msg

Error Msg: "Incorrect key file for table 'C:\WINDOWS\TEMP\<myi file name>'; try to repair it."

Solution: The server is low on disk space. Increase available disk space.

Specified key was too long

Error Msg: "Specified key was too long; max key length is 1000 bytes"

This error may occur if you selected columns to index on the Indexing Options tab (applies to snapshots and datasets only). There is a limitation in the TIC database: The maximum index size (key length) is 1000 bytes.

  

Related Topics

AI Ask – Enhanced Data Querying with AI

AI Ask is available to users with a Toad Data Point Pro AI Subscription license. This feature streamlines data querying and transformation by allowing you to submit questions in natural language, automatically generating the corresponding SQL or transformation logic and displaying the results.

Availability

AI Ask is available in the following areas:

Toad Workbook

  • As a Work Step following a Query step

  • As a Work Step following a Transform and Cleanse step

Toad Data Point

  • Within the Results tab of both the Query Builder and Query Editor

 

Overview
With AI Ask, users can type questions about their data in plain English. The tool automatically interprets these questions, generates the relevant SQL, and returns the results, making data analysis more intuitive—even for users with limited SQL experience.

 

Key Features
  • Intuitive Query Builder: The left panel displays all submitted questions, organized by day. Users can manage their queries efficiently, including deleting individual questions as needed.
  • Streamlined Question Management:
    • Search: Quickly locate specific questions using the search functionality.
    • Daily Grouping: Easily track and manage queries with automatic daily organization.
  • User Interface: The right panel consists of three adjustable sections:
    1. Question Input: Enter questions about your data.
    2. Generated SQL: View the SQL automatically generated for each query.
    3. Results Display: See the results for each query in a resizable window.
  • Seamless Integration:
    • Question History: Selecting a question from the left panel loads the question, SQL, and results in the right panel.
    • Persistent Storage: All questions and generated SQL are stored within the workbook file for future reference.
  • Enhanced Prompt Assistance:
    • Context-based Prompt Suggestions: When enabled (from Tools > Options > AI Ask), AI Ask displays a list of suggested questions relevant to the current result set in the Query Builder or Query Editor. These context-aware suggestions help you explore and analyze your data more effectively.

    • Prompt Autocomplete: As you type a question, AI Ask now provides intelligent autocomplete options to help you quickly complete your prompt and refine your query.

 

Configuration

You can enable or disable AI Ask functionality by selecting the appropriate checkbox from the Tools > Options > AI > AI Ask settings page. The available options are not selected by default, and need to be configured before using the feature.

The following options are available:

  • Enable autocomplete: When selected, AI Ask provides intelligent autocomplete suggestions as you type a question. This helps you complete prompts quickly and refine your query intent.

  • Enable suggestions: When selected, AI Ask displays a list of context-based prompt suggestions relevant to the current result set in the Query Builder or Query Editor, helping you explore and analyze data more effectively.

  • Generate when Enter key is pressed: When enabled, pressing the Enter key in the Question Input field automatically triggers the generation of SQL for the current prompt, without requiring you to click the Generate button.

  • Instantly run SQL after generating: When enabled, AI Ask executes the generated SQL immediately after it is created, displaying the corresponding results in the Results panel.

 

Considerations and Limitations

At this stage, the AI Ask feature:

  • Does not support exporting result sets directly from the AI Ask interface in Toad Data Point.

  • Does not support sending generated results to downstream steps in Toad Data Point.

  • Does not support publishing Workbooks with the AI Ask step to Toad Intelligence Central.

  • Does not support running scheduled Workbooks with the AI Ask step.

  • Requires an active Pro AI Subscription license for access.

 

Note:For instructions on enabling this feature, refer to the Knowledge Base.

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