Help Centre › Building Processes
Reshape a CSV or Excel file into the layout of a sample file, placing renamed, moved and preamble-shifted columns.
Add it to a process
In the process designer, open the Add step tab. Find Reshape a data file to a target layout under File & Folder › File Operations, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| File to reshape | Yes | File path of the file to reshape (.csv, .xlsx, .xlsm or .xls) |
| Sample of the file the process expects | No | Upload the file the process was built against. Only its structure is kept: sheet names, header row, columns and their types. The file itself is discarded. |
| Template file on the bot machine | No | Used instead of an uploaded sample: a copy of the expected file on this machine, read at run time. |
| Output file | Yes | File path to write the reshaped file to. .xlsx keeps every target sheet; .csv writes one |
| Target sheet | No | The target sheet a CSV feeds, or the one sheet to reshape out of a workbook. Default: the first |
| Variable | No | Variable to store the output path in (default: reshaped) Default: reshaped. |
| Ask the AI for columns the rules cannot place | No | Ask the AI to place the columns the rules could not (default: true) Default: on. |
| Minimum confidence | No | Lowest confidence, 0 to 100, at which a fuzzy placement is applied (default: 80) Default: 80. |
| If a column cannot be placed | No | When a target column has no source column: fail the step or leave it blank (default: fail) Choices: fail, blank. Default: fail. |
| Extra source columns | No | What to do with source columns the target does not have (default: drop) Choices: drop, append. Default: drop. |
| Dates are day/month/year | No | Read an ambiguous printed date as day/month/year (default: true) Default: on. |
What it gives back
{reshaped}– Path of the reshaped file{reshaped_report}– How each column was placed (source, strategy, confidence) and what was left out
See all File & Folder steps.