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Excel/CSV upgrade

Turn an old spreadsheet into a cleaner workbook.

Upload an Excel or CSV file, keep the original rows, and create a cleaner workbook with mapped columns, formulas, dropdowns, summaries and help notes.

WorkbookWise preview

Upload cleanup

XLSX
Item
Detail
Status
Original rows
Preserved
Safe
Mapped columns
Detected and confirmed
Ready
Added output
Formulas and summaries
Preview
OverviewUse CasesWorkflowExampleFAQ

Problem

Why this feature exists

Many users do not need a new workbook; they already have a messy Excel or CSV export. The real pain is inconsistent headers, missing helper columns, weak formulas, no summary view and fear that cleanup will damage original rows.

Approach

How WorkbookWise handles it

Fix My Excel keeps the uploaded rows intact, detects the workbook purpose, maps available columns, adds useful structure, and shows the original and upgraded output before the user saves anything.

Outcomes

What users should get from it

Preserve source data while improving workbook structure.
Turn CSV exports into usable XLSX workbooks.
Add helper formulas, dropdowns and summaries.
Save the upgraded workbook for later download.

Who it is for

Built around real workbook owners

Shop and office teams

Clean sales, stock, billing, vendor or customer CSV exports.

Accountants

Upgrade client files without manually rebuilding every sheet.

Operations managers

Turn raw trackers into consistent workbooks with summary-ready columns.

Admins

Improve fee, attendance, receipt or staff sheets while keeping the original data visible.

Common workflows

The jobs this page should answer

Clean sales export with missing status fields
Upgrade purchase register CSV
Standardize customer dues tracker
Add formula columns to stock file
Map vendor payment file
Prepare attendance file for summary
Improve school fee spreadsheet
Create help sheet for uploaded workbook

Happy path

From public page to useful output

1

Upload Excel or CSV

Start with the user file instead of asking them to copy data into a new template.

2

Detect the structure

WorkbookWise reads sheets, rows, headers and likely purpose so the user can confirm the mapping.

3

Fill safe defaults

The flow suggests practical defaults and asks the user to change only what looks wrong.

4

Preview original and upgraded

Users can inspect preserved rows and added workbook structure before saving.

5

Save the upgraded XLSX

The final output is validated and stored under My Workbooks when the user saves it.

Product example

Before and After Cleanup

A raw file can become a workbook with consistent headers, status values and summary-ready helper columns.

Original Header
Mapped Field
Added Help
Result
Cust Name
Customer
Clean label
Preserved
Bill Amt
Amount
Currency format
Improved
Pay Status
Status
Dropdown values
Improved
The original data remains visible.
The upgraded workbook adds structure around the source rows.

Included

What the flow covers

Excel and CSV upload path
Column detection and mapping
Original row preservation
Added formulas and dropdowns where useful
Original vs upgraded preview
Validated saved workbook output

Trust notes

Uploaded rows are kept intact in the output workbook.
The final XLSX is validated before saving.

What it does

Core capabilities

Preserve uploaded rows while improving workbook structure.

Map messy columns into clearer workbook fields.

Preview original and upgraded workbook side by side.

FAQ

Frequently asked questions

Will uploaded rows be changed?

The flow is designed to preserve the original rows while creating a cleaner workbook around them.

Does it work with CSV files?

Yes. Excel and CSV upload paths are part of the launch scope.

Can I check the output before saving?

Yes. The preview step shows the upgraded workbook before final save.

What if columns are detected incorrectly?

The user can confirm or adjust important mappings before creating the final output.

Where does the upgraded workbook go?

Saved upgraded files appear under My Workbooks for download and later use.

Related features

Continue exploring WorkbookWise

Open in app

Create Workbook

Use the guided workbook helper when the ready-made library is not enough. Answer only the useful questions, review the preview, then save a private workbook.

Learn more

Template Gallery

Browse the WorkbookWise template library, preview the workbook shape, then download XLSX or supported ZIP bundles when it fits your work.

Learn more

My Workbooks

My Workbooks keeps custom and upgraded files separate from the public template gallery, with download, delete, share and export paths.

Learn more

Ready to use Fix My Excel?

This page explains the workflow in detail. The app is where the user creates, downloads, saves or exports the workbook.

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