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.
Example prompt
Join Orders with Customers by customer_id. Keep every order, add customer_name and region, and flag unmatched IDs.
Constrained Action Plan
join_sourcesselect_columnsrename_columnsvalidate_required
Review workflow
- Add and inspect source files
- Confirm the action plan
- Review Diff and Issues
- Write and verify output
Risk and output policy
The source is unchanged by default. Unsupported features and ambiguous joins produce Issues instead of being silently discarded.
FAQ
Does this upload my files?
No. Transformation runs locally. Only confirmed planner context and optional metadata sync use the service.
Do I need Excel installed?
No. Supported CSV and XLSX files are processed directly; Excel is optional for opening the result.