How do I convert a CSV file to Excel format?
Reports generated by the platform are provided in CSV format. CSV files are compatible with most spreadsheet applications and can be opened in Excel or converted to Excel format (.xlsx) for easier analysis or sharing.
Before opening or converting a CSV file, make sure you’ve exported the data you need. For step-by-step instructions: How can I view and export my financial data?
Open a CSV file in Excel
- Open Excel.
- Click File > Open.
- Select your CSV file.
- If prompted, choose the appropriate delimiter (usually a semicolon).
The file will open as a table.
Save the file in Excel format (.xlsx)
- Once the file is open, click File > Save As.
- Choose your preferred location.
- Select Excel Workbook (.xlsx) as the file format.
- Click Save.
Other options
You can also open CSV files using other compatible platforms, such as:
- Google Sheets
- LibreOffice Calc
- Numbers
Many online tutorials are available if you need additional guidance. For example, you can search: “Convert a CSV file to Excel.”
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