Prepare a table for sharing
Select, rename and format columns before sharing.
What does this template do?
Select, rename and format columns before sharing.
Before sharing a table, this template removes internal columns, renames headers for an outside reader and makes one text column consistent (spaces, upper or lower case). The file you get only contains what the recipient should see.
Pipeline steps
This template automatically chains 5 steps in the Workspace. You can review every setting before running it.
- 1Import a spreadsheet
- 2Select columns
- 3Rename columns
- 4Format a column
- 5Export the table
Why the steps come in this order
Selection first removes the columns not to share. Renaming follows, and formatting comes last, so the column to format is referred to by its new name.
When should you use this template?
- Send a list of attendees without internal notes or identifiers.
- Put surnames in capitals on a sign-in sheet.
- Deliver a customer export with plain-language headers.
Local processing in your browser
When the selected modules support local processing, your files stay on your device while the Pipeline runs.
Settings to check
- Columns to keep, then renaming pairs as JSON.
- Formatting: one column and a mode (trim spaces, upper case, lower case, capitalise); “trim spaces” by default.
- Export: XLSX by default, CSV or JSON as alternatives.
Example
- Before
- Attendee list with 14 columns, including “name” in irregular case and two internal columns.
- After
- Four renamed columns, “Name” fully in capitals, ready to print.
Limits to know
- Only one column is formatted per run.
- Formatting works on text: it does not change how dates or numbers are displayed.
- Removing a column from the file does not protect the original: share only the result.