Work with spreadsheets

Get a spreadsheet into Querri, turn the sheet you need into a table you can ask about, and send the results back out as a file people can open.

Before you start

• Permissions: uploading into a shared workspace needs permission to add files there. Without it, files go to your private workspace. Building steps in a project needs edit access to that project.
• Data you need: a CSV file, an Excel workbook (.xlsx or .xls) or a Google Sheet.
• Credits this uses: uploading costs nothing. Each question to the Librarian, or in a project, uses a credit, and refining a step uses half of one.

Steps

Say Curio’s finance team keeps its 2025 budget in a workbook, one sheet with a budget for each month and account, and wants to compare it with the actual amounts in netsuite_gl_summary.

1. Tidy the file before you upload

A few minutes in Excel saves a lot of back and forth later:

• Put the column names in the first row.
• Keep one table per sheet, with no subtotal rows or merged cells in the data.
• Store numbers as numbers and dates as dates. A total column shouldn’t mix 125.50 with N/A.
• Recalculate and save. Querri reads the saved values, not the formulas.

The full checklist is on File Uploads.

2. Upload it

Pick the workspace first. In the Library, files go to the workspace you’re viewing, into the folder you’re in. Anywhere else in the app, they go to your organization’s default workspace, where everyone in the organization can see them.

Then use whichever way is closest:

• Drag the file onto the page. It dims and shows Drop files to upload.
• Click Connect in the rail, then Browse… under Upload from your computer.
• On the Library’s Files tab, click + and choose Upload files….

After your first upload, Uploads appears in the rail, with each file’s progress and Retry if one fails.

Each file can be up to 2 GB, if it fits in your plan’s storage.

3. Or pick a Google Sheet

If the spreadsheet lives in Google Drive, connect Drive instead of downloading and uploading it. Click Connect, pick Google Drive, sign in, and select the files in Google’s picker. Querri can open only the files you pick.

A Google Sheet comes in as an Excel workbook, with every sheet. Unlike an upload, it can be synced again when the sheet changes. See Google Drive.

4. Check what arrived

Open the file from the Files tab.

• A CSV file becomes a table straight away, with its Columns and how full each one is.
• An Excel workbook shows Excel workbook and lists its Sheets, each with its size, and Open shows the workbook itself. The sheets don’t become tables until you ask for one.

5. Turn a sheet into a table

Where will you use the sheet? That decides how.

In the Library, ask the Librarian to build a view from it, such as “Build a view from the Budget 2025 sheet, one row per month and account.” A view is a real table you can ask about and chart.

In a project, ask for the part you need: “Extract the monthly budget table from the Budget 2025 sheet.” Querri reads the workbook and adds an Extract Excel Region or Extract Excel via Code step. If a title sits above the headers, or one sheet holds two tables, say which part you want, like “the table under the Actuals heading”. When a later version of the file has a different layout, Querri can adjust the extraction.

6. Ask your questions

Once the sheet is a table, ask about it like any other data:

Compare the 2025 budget with the actual amounts in netsuite_gl_summary, by month and account.

In a project, a question that reads two tables runs as a Multi-Table Query step. Check how it matched rows. A period written one way in the budget and another way in NetSuite won’t match until they’re made the same, and Curio’s GL amounts come in more than one currency. Bring scattered data together covers joins, and Clean up messy data covers fixing values.

A column of free text, like comments, is a job for Categorize.

7. Send the results back out

For the rows as they are, point at the result card, click Download and pick CSV, Excel, Parquet or Markdown.

For a workbook someone will keep, ask for a formatted Excel report and name the sheets:

Build a formatted Excel report with one sheet for budget vs actual by month and one for the variance by account, with a SUM totals row on each sheet.

That adds an Excel Export step. The workbook gets a sheet for each step, borders, bold headers and a frozen top row, the formulas you asked for, and an About sheet at the end. A step over 100,000 rows is cut to its first 100,000. It always makes a new workbook, so it can’t change the file you uploaded. See Excel Export.

To email the workbook every week, a Deliver step can attach it. See Replace a weekly manual report.

8. Keep it current

An uploaded file stays exactly as it was. When there’s a new version, click ⋯ on its row on the Files tab and choose Replace file…. A Google Sheet updates when its connector syncs. See Keep data fresh.

Check your work

• The file is on the Files tab, in the workspace you meant.
• The sheet you need is a table: a view in the Library, or an extraction step in the project.
• Totals in Querri match the totals in the spreadsheet.
• The exported workbook opens, with the sheets and formulas you asked for.

Troubleshooting

The file went to your private workspace. You can’t add files to the workspace you were in. Ask a workspace admin for a Creator role, then upload it again from that workspace.

The upload was blocked for storage. It doesn’t fit in your plan’s remaining storage. Remove files you don’t need, or upload fewer at once.

The numbers don’t match the spreadsheet. Querri reads saved values, so recalculate and save, then use Replace file…. Check for subtotal rows that were counted as data, too.

Google Drive refused a file. Only data files load, so a Google Doc or a PDF won’t. Copy the table into a Google Sheet and pick that.

The export stopped at 100,000 rows. Summarize before you export. A sheet of monthly totals is easier to read anyway.

Totals in the exported workbook don’t update when someone edits it. It holds values unless you asked for formulas. Ask again, with formulas.

Next steps

• File Uploads: formats, limits and where files go.
• Excel Export: everything a formatted workbook can include.
• Clean up messy data: fix values once they’re in.
• Bring scattered data together: join a sheet with the rest of your data.