Excel
Reconciling Bank Statements Against a Database Table
Reconcile a bank statement against a ledger table: load it, match in passes, list unmatched items on both sides and explain the closing difference.
8 min read
Topic
Data Wrangling
Take messy CSV, JSON and spreadsheets and land them in tables without losing a row or a character on the way.
ExcelGuide
Excel Reports That Finance Teams Rely On Month After Month
What makes an Excel report dependable for finance: reconciliations, rounding, controls, evidence, invoices, budgets, timesheets and currencies.
16 min read
CSVGuide
CSV Security Risks That Catch Teams Out and What to Do
How a CSV file hurts a team: formula injection, hostile uploads, leaked personal data, hidden payloads and risky loaders, with a fix and a check for each.
17 min read
Excel
Giving Users a Template Instead of Rules for Uploads
Replace a page of upload rules with a ready template: built-in formats, dropdowns, an example row, a stable link and a note on what the file is for.
7 min read
CSV
Opening a CSV With More Than a Million Rows in Excel
Excel stops at 1,048,576 rows and drops the rest if you save. Four ways to work with a bigger CSV: aggregate it, split it, use the Data Model or sample.
6 min read
CSV
Keeping Long Numbers Intact When Excel Opens a CSV
Excel keeps 15 significant digits, so a 19 digit ID loses its last four. Why it happens, how to import the column as text, and how to check a file for damage.
6 min read
Excel
Rejecting Files That Do Not Match the Template Cleanly
Reject Excel files that do not match the template in a way senders can act on: staged checks, stable codes, specific messages, quarantine and a retry path.
7 min read
CSV
Excel CSV UTF8 Versus CSV Comma Delimited Explained
Excel offers five CSV-like save formats. Here is what each writes, why plain CSV Comma Delimited loses characters, and which one to pick for each reader.
6 min read
Excel
Versioning Template Layouts So Old Files Still Import
Version Excel template layouts so the loader recognizes old files: a version cell, compatible changes, migration rules, a support window and a changelog.
8 min read
CSV
Importing a CSV Into Google Sheets With the Right Types
Import a CSV into Google Sheets without losing zeros or flipping dates: the import dialog, the locale, IMPORTDATA and an Apps Script that keeps text.
6 min read
Excel
Reserving Notes in a Separate Sheet of Import Templates
Give notes, comments and instructions their own place in an import template so the data sheet stays a clean table, and make the loader ignore strays.
7 min read
CSV
Saving an Excel Sheet as CSV Without the Extra Commas
Excel adds trailing commas and blank rows to a CSV when empty cells outside your data hold formatting. Find the used range, clear it and check the file.
7 min read
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