Orders.xlsx + Customers.csv
Files remain in the desktop app and their schema is inspected before execution.
Merge Excel files by an explicit key
Short answer: Add files, select join keys and duplicate policy, map output fields, then review unmatched rows before writing a new workbook.
A new workbook with mapped customer fields and unmatched Issues.
The final output comes from the same reviewed preview result.
Join Orders with Customers by customer_id. Keep every order, add customer_name and region, and flag unmatched IDs.
You can add more conditions. Each message updates the active plan instead of creating an unrelated result.
Execution steps
The full review path from file to output.
- 01
Add and inspect source files
Confirm files, sheets, schema, and workbook features that need preservation.
- 02
Describe the goal in natural language
The planner selects constrained actions from the current instruction, schema, and approved samples.
- 03
Review plan and result
Edit steps and inspect Result, Diff, Issues, and the effect of each action.
- 04
Write and verify output
Create a new file by default; source replacement requires a verified backup.
Action plan
Model-visible actions are explicit and constrained.
join_sourcesselect_columnsrename_columnsvalidate_requiredColumn references and parameters validate against the current schema; a plan that cannot compile safely does not execute.
Before saving
Review these results.
- Changes affect only the intended fields and rows
- Date, phone, and number formats match the target
- Joins contain no unexpected unmatched or duplicate keys
- Issues identify data that needs human judgment
- The output mode is appropriate for the workbook features
FAQ
Frequently asked questions
Does this workflow upload the full spreadsheet?
No. Transformation runs locally. The planner receives only the current instruction, schema, and small samples you approve.
Is Microsoft Excel required?
Excel is not required to process supported CSV and XLSX files. You can use Excel or another compatible app to open the finished result.
What happens when headers or matching conditions are ambiguous?
Tablyra asks for clarification or creates an Issue instead of guessing a field or silently running a high-risk operation.
Can I refine the result after the first run?
Yes. Additional messages update the same validated plan and local preview until you choose to save the final output.
Get started
See every spreadsheet change before you save it.
Download the desktop app, open an Excel or CSV file locally, and build a reviewable result through conversation.