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Guides for TableDI 2 — the app that takes this period's files, runs your rules, lists what needs a person and hands the result over — in the order you'll need them. Coming from TableDI 0.0.9? Start with Bring your data from TableDI 0.0.9. If your question isn't here, write to us.

TableDI 2

  1. 1. Setting up your first job
    A job is a task you set up once and rerun every period. How to build one in New job from this month's files, with or without an AI key, and what the free version keeps.
  2. 2. Running this period
    Each period of a job goes the same way: preflight, run, exceptions, delivery. What to click on each screen, and what happens when you run a period again.
  3. 3. Reading the preflight
    The preflight reads this period's files without changing anything and shows what matches, what changed since last period and what will be held back — before you run.
  4. 4. The five ways out of an exception
    An exception is a row that still needs a person. Where they wait, the five ways out — rule, source file, waive, carry, to do — and what each does to the delivery.
  5. 5. Changing a rule
    A job's rules are its steps, in order. How to change one, read the preview worked out on this period's data, apply it as a new version, and restore an older version without rewriting what was delivered.
  6. 6. Handing the result over
    A delivery is the file that leaves a job at the end of a period. What the Excel report contains, where the file goes, and what happens when exceptions are still to confirm.
  7. 7. What ran, and what it produced
    The run log keeps every period of a job. In the lifetime version, the History tab puts every period's rows in one table, shows how any number moved over six periods, and takes a job back to last period's result.
  8. 8. Your license and your backups
    How to activate TableDI 2 with a license key, move it to another Mac, what happens offline, what's free and what's lifetime, and how to back up and restore everything with a .tdbk2 file.
  9. 9. Where the network goes, and your AI key
    Everything TableDI 2 sends over the internet and when — the license check and a daily check-in, the update check, anonymous usage events you can switch off, and, only with your own key, your AI provider. Your files never come to us.
  10. 10. Bring your data from TableDI 0.0.9
    TableDI 2 installs next to TableDI 0.0.9 and leaves it alone. How to export a .tdbk backup from 0.0.9, import it into TableDI 2, what comes over and what doesn't, and why a 0.0.9 license doesn't unlock TableDI 2.

TableDI 0.0.9

The eight guides below are for TableDI 0.0.9, the spreadsheet workspace. TableDI 2 works differently, so they don't apply to it. 0.0.9 keeps working next to TableDI 2; its downloads and release notes are on the TableDI 0.0.9 page.

  1. 1. Getting started with TableDI
    First launch to first chart in about ten minutes: open the sample workspace, import your own file, add a formula column, build a dashboard.
  2. 2. Import Excel, CSV and JSON
    Get data into TableDI from Excel, CSV, JSON, a photo of a printed table, or a live database or API connection. Importing is never row-limited.
  3. 3. Set up AI: bring your own API key
    TableDI runs AI on your own provider account. Where to put the key, which providers work, what it costs, and exactly what leaves your machine.
  4. 4. The formula panel: VLOOKUP without writing VLOOKUP
    Pull a field from another table, sum by category, split and merge columns — with a four-step panel that writes the formula and leaves it readable.
  5. 5. Activate your license and move between computers
    How to activate a TableDI license, how to move it to a new computer, and what each activation error message means.
  6. 6. Back up and restore your data (.tdbk)
    Export everything in TableDI to one encrypted .tdbk file, restore it on another computer, and where your data actually sits on disk.
  7. 7. Export limits on the free plan, explained
    The free plan exports the first 1,000 rows of a table. What that applies to, what it does not, and how to get everything out without paying.
  8. 8. TableDI won't start
    What to do when TableDI shows an error at launch, hangs on the splash screen, or nothing happens at all: security software, ports, logs and how to send them.