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Manual

TableDI manual

For desktop macOS 0.0.9 / Windows 0.0.7

Written in the order you will meet things: install it, walk through a sample, then learn where it differs from Excel, then one page per feature. Search-shaped questions (“why does VLOOKUP return #N/A”) live in the help centre; this is the product explained end to end.

Getting started

From downloading the app to your first dashboard that keeps itself up to date. Six pages, in order — about half an hour end to end.

  1. What TableDI is, and what it does for you
  2. Download, install and first launch
  3. Ten minutes in — walk through the sample
  4. Import your first Excel file
  5. A tour of the interface
  6. Free vs paid — what costs nothing, what does not

Core concepts

The handful of things TableDI does differently from Excel. Once these five pages land, every feature after them follows.

  1. A table is organised by column — fields, codes and rows
  2. A formula belongs to a column, not a cell
  3. Tables, views and dashboards — three layers
  4. Linked tables — how tables connect
  5. Where your data lives — local, offline, no account

Getting data in

Files, paste, images and JSON come in once; data connections keep coming in. The primary key decides whether repeated data updates a row or adds one.

  1. Upload Excel and CSV
  2. Paste to import
  3. Image to table — invoices, receipts, screenshots
  4. JSON to table
  5. Manual entry — Add Row, forms and the import template
  6. Data connections — databases, APIs and cloud drives
  7. Connect a database — MySQL, SQL Server, Oracle, Hana
  8. Connect an HTTP endpoint
  9. Connect a cloud drive or online spreadsheet
  10. The primary key — update instead of duplicate
  11. When the import looks wrong

Cleaning and calculating

Set field types first; five panels compute without you writing a formula; hand-written formulas and panels end up as the same thing; summary tables grow out of detail tables.

  1. Field types — text, numeric, percent, checkbox, date, dropdown, attachment, QR code
  2. The formula panels
  3. Match — the cross-table lookup
  4. Summarize — grouped totals
  5. Merge and Split — stacking tables and pulling rows out
  6. Conditional if
  7. Duplicates — mark, remove, combine
  8. Dates and times — splitting, formatting, offsets
  9. Writing formulas by hand
  10. Growing a summary table out of a detail table
  11. Filter, sort and which fields show
  12. The Workflow graph
  13. The Tools page

AI

The desktop app runs AI on your own API key. Chat that builds a table, suggestions inside the panels, one-sentence formulas, per-row AI functions — and exactly what each of them sends out.

  1. Bring your own API key
  2. Ask AI: build a comparison table by chatting
  3. AI suggestions in the panels, and AI-written formulas
  4. AI and web functions (paid)
  5. Privacy: what leaves your computer when you use AI

Views and charts

One table, many ways to look at it: worksheet, Excel, form, bar and line, pivot, six special charts, and the selectors that filter a dashboard. A view never copies the data.

  1. Views, and the + View menu
  2. Worksheet view
  3. Excel Sheet view (Beta)
  4. Form view
  5. Bar & Line
  6. Data Pivot: report, bar, line, pie
  7. Stack, Funnel, Gauge, Metric, Signal Map, Time Series
  8. Text, selectors and input components
  9. View filters, sorting and embedding

Dashboards

Put views from several tables on one canvas, add text and controls, and make them talk to each other. Sharing and publishing are a team-edition thing.

  1. Creating a dashboard and adding charts
  2. Layout and inline editing
  3. Non-data components: text, embed, inputs and date pickers
  4. Interaction and actions: parameters, navigation, inserting rows
  5. Preview, share, publish and view counts
  6. Taking a dashboard out: PNG and PDF

Getting data out

Export files, an endpoint external systems can read, writing back to databases and APIs, and turning a table structure into a template. The free line is only on export row count.

  1. Exporting Excel and CSV
  2. Data API: letting another system read your table
  3. Writing back to an external system
  4. Export as a template: reusing structure and formulas

Automation

When something happens in a table, do something automatically: triggers, conditions, actions; scheduled tables; and the order to debug them in. A paid capability.

  1. What automation is
  2. Triggers: Data Added, Data Updated, Data Arrival Time
  3. Actions: Post to API, Submit to Table, Send Email
  4. Conditional actions: If … Conditions Met
  5. Scheduled tables and self-growing dates
  6. Debugging an automation

Templates

Built-in samples, local template files, packaging your own tables as a template, and the six scenario templates on the website. Templates are added on top of a workspace, never replacing it.

  1. Creating from a template
  2. Turning your own table into a template
  3. The six scenario templates

Desktop settings and licensing

The panels only the desktop app has: activating and moving a licence, backing up and restoring data, migrating from the cloud, privacy, language, updates.

  1. Desktop settings, at a glance
  2. Activating a license, moving computers, and every error message
  3. Backups: exporting and restoring a .tdbk
  4. Moving from the cloud edition to the desktop app
  5. Privacy and diagnostics
  6. Language
  7. About and updates
  8. 30-day version history

Team edition

The same spreadsheet engine, plus accounts, workspaces, member roles, projects, sharing and enterprise features.

  1. The team edition versus the personal edition
  2. Accounts, instances and workspaces
  3. Members, roles and project permissions
  4. Sharing and publishing
  5. Plans, upgrades and enterprise capabilities

Function reference

Every function, grouped the way the app’s “Formulas” panel groups them: text, time, relation, calculation, plus AI and web functions. The wording matches the in-app function help.

  1. Text functions
  2. Date and time functions
  3. Relation functions
  4. Calculation functions
  5. AI and web functions

Troubleshooting

It will not start, the import looks wrong, a formula stays empty, export stops at 1,000 rows, AI throws an error — and how to describe a problem so we can fix it.

  1. It will not start
  2. The import looks wrong
  3. A formula does not compute, or stays empty
  4. The export stopped at 1,000 rows
  5. AI errors
  6. How to report a problem