Convertstable

You have source data and need to reshape it into a target format – most often filling a Workday Excel template, or producing a clean CSV.

What it does

Convert takes one data source and reshapes it into a target format — typically a Workday Excel template — applying column mappings, value translations, filters, and calculated columns. It's also the tool to reach for when another product needs CSV and you've got Excel or a Report source.

Typical workflow

1. Select the input source (CSV / SQL / Report).
2. Select the output template (a Workday Excel template), or choose CSV

output.

3. In Mapping, map input columns to template fields; add Translate,

Filter, Calc, and Rules (pre/post-flight validation) as needed.

4. Run the conversion → download the filled Excel (or CSV). Monitor keeps a

history of past runs.

Gotchas

• The editing tabs stay disabled until you've selected/created a configuration.
• Output defaults to Excel but can be switched to CSV.
• Rules run before (pre-flight) and after (post-flight) the conversion;

violations are reported but don't by themselves fail the run.

• The output template must be a compatible Workday Excel format.

Batch conversions (hidden feature)

Convert can run multiple conversion configurations in a single batch — applying several saved Convert configs in one operation instead of running each one by hand. This capability exists in the engine but is not exposed in the UI today. If you'd like it turned on for your workflow, please open a feature request: User Menu → Report Issue → *Request a Feature* (or the Report an issue link on the Start Here tab), describing how you'd use it.

Related tools

• Compare — feed the converted CSV into a comparison.
• EIB — when the target is specifically a Workday EIB upload (template +

sheet), use EIB instead.