CSV / TABLES

Open and edit CSV tables on iPhone or iPad

Open the .csv file in PatchDoc and switch to table mode from the file menu. Tap a cell to edit it, check the delimiter and header setting in Table Operations, then Save or Save As and reopen the CSV to verify it.

Before you start

  • A readable CSV and a backup of important source data.
  • Know whether the source uses commas, semicolons, or tabs. Request a UTF-8 export if text encoding causes problems.
  • Start with a modest table and check that large-file lightweight mode has not disabled table preview.

Step by step

  1. Open CSV in table mode

    Select the file and switch to table mode from the file menu. Return to CSV source to inspect literal delimiters, quotes, or line breaks.

  2. Check the delimiter and header

    If everything appears in one column, choose the source delimiter in Table Operations. Enable First Row as Header only when appropriate for the data.

  3. Edit cells and rows

    Tap the intended cell to change it. Add rows or columns, or use Table Operations to organize the table. Clear row filters before checking the complete result.

  4. Save to a writable destination

    Save writes back when permitted. Use Save As to preserve the original or work around a read-only source. Confirm you are editing the intended file.

  5. Check the receiving app

    Reopen the CSV and inspect row count, columns, non-English text, commas, and quotes. Test the delivery copy in its receiving app, especially IDs with leading zeros, dates, and long numbers.

A quoted-field CSV example

CSV
name,quantity,note
Pen,2,"blue, fine tip"
Notebook,1,"A5 size"

Expect 3 columns, 1 header row, and 2 data rows. The comma in blue, fine tip is part of one quoted field.

Check your result

Reopen the saved CSV, verify all rows and key fields, and check parsing in the app that will consume the file.

Scope and limitations

  • CSV is delimited text. It does not retain Excel workbook sheets, calculated formulas, merged cells, or formatting.
  • Apps differ in delimiter, encoding, number, and date interpretation. Check the file in the actual receiving app.
  • Lightweight mode and device memory can limit table features. A partial preview is not proof that all data is visible.

Troubleshooting

Everything appears in one column

Check for a semicolon or tab delimiter and make sure fields containing delimiters are quoted correctly.

Text appears garbled

Request a UTF-8 CSV export from the source and keep the original. Avoid overwriting important data while the encoding problem remains.

Rows seem missing

Clear filters, inspect source quotes and embedded line breaks, check lightweight mode, and reopen the saved file.

Common questions

Can this edit XLSX workbooks?

This workflow edits CSV cells. Office workbooks mainly have read-only previews in PatchDoc; export a CSV copy from the source app if needed.

How do I keep a comma inside a note?

Quote the CSV field and escape literal quotes by doubling them. Switch back to table mode and verify the column count.

Instructions reflect the reviewed feature set. Control placement may vary by version.