Step by step
How it works
From loading a file to exporting clean data — here's what happens in between.
Name
Alice M.
Bob C.
Carol S.
Email
alice@co.
bob@co.
carol@co.
Phone
555-0101
555-0102
555-0103
Status
Active
Draft
Active
Notes
Follow up
—
Done
1
Instant column selection
Pick exactly the columns you need from any spreadsheet. Reorder them, hide the rest, and save your selection for next time.
- Works with any Excel, CSV or TSV file
- Drag columns into your preferred order
- Save your selection and reapply instantly
Status = Active
Date ≥ 2024
✓ 2 filters applied — 18 rows
2
Chainable smart filters
Stack multiple conditions together and save them as a named filter set. Apply your entire chain to a new file with one click.
- Filter by text, number, or date
- Remove duplicates and empty rows
- Save filter chains and reuse them
Name
Alice M.
Bob C.
Carol S.
Score
92
78
85
Grade
A
C+
B
3
Custom column builder
Generate new columns from existing data — combine fields, extract values, or apply formulas. Save and reuse across any file.
- Extract or merge data from existing columns
- Apply text transformations and formulas
- Save column rules for future files
Monthly Report Cleanup
Save
✓ Saved
▶ Apply
✓ Applied to new file
4
One-click saved workflows
Combine your column selection, filters, and custom columns into a single named workflow. Apply everything to a new file in one click.
- Save your entire process as one workflow
- Edit, rename, or version your workflows
- Apply to any new file instantly
See Exdesk in action
- Load any Excel, CSV, or TSV file — no spreadsheet app needed
- Select and reorder only the columns you want
- Apply powerful single or chained filters instantly
- Create new columns from existing data with custom rules
- Save your entire workflow and apply to the next file in one click