Documentation
A practical guide to preparing Excel, CSV, and JSON data with the current DocBit data preparation tool.
From the homepage, drag a file onto the upload area or click it to choose a file from your device. DocBit accepts Excel workbooks (.xlsx and .xls), CSV files, and JSON files.
After upload, DocBit analyzes the file in your browser to detect the header row, columns, and data types before building the working dataset.
Click any cell in the data table to edit its value directly. Press Enter to save a change or Esc to cancel. Edits apply to your working dataset — the original uploaded file is never modified, so you can always reset back to it.
Live edits can be undone and redone using the undo/redo controls, and rows can be removed from the working dataset by selecting them and choosing Remove selected.
Use the Columns panel to choose which columns appear in your working dataset. Deselecting a column hides it from the table, calculations, and exports without deleting the underlying data — you can bring it back at any time.
The search box directly above the data table searches every cell in every row at once — text, numbers, dates, and booleans — as you type. It's a quick way to find a specific record without setting up a filter, and it works alongside filtering, sorting, and grouping without changing your underlying configuration or export.
The Filter panel lets you build one or more conditions (for example, a column equal to, greater than, or containing a value) to narrow the working dataset down to the rows you need. Combine conditions with AND/OR logic to match exactly the records you're looking for.
The Sort panel orders your rows by one or more columns, ascending or descending. Sorting is applied after filtering, so you're always sorting the dataset you're actually working with.
The Group panel groups rows by a chosen column and shows a summary for each group. This is useful for reviewing totals or counts across categories, such as records by status, region, or type.
The Calculate panel computes counts, sums, averages, minimums, and maximums across the current filtered dataset — so results always reflect the rows currently included in your working dataset, not the original unfiltered file.
Once your dataset looks the way you want it, use the Export panel to download it as Excel, CSV, or JSON. The export always matches what's shown in the preview table, since both are built from the same processing pipeline.
My file won't upload or fails to process
Confirm the file is a supported type (.xlsx, .xls, .csv, or .json) and isn't corrupted. Because DocBit processes files locally in your browser, very large files can run into your browser's available memory — try a smaller file or a more recent browser if this happens.
My filters or search show no results
Check whether an active filter is excluding every row, or clear the row search box above the table. Filters and search operate independently, so it helps to clear one at a time to see which is responsible.
An edit or removed row didn't stick
Use undo/redo to step back through recent changes, or use Reset report to return to the original uploaded data if you need a clean start.
Still stuck? Visit the Support page.