PocketBI Tutorial
Use this guide to quickly learn the full workflow on iOS Safari, Android Chrome, and desktop browsers.
Quick start
- Open Workspace.
- Upload CSV/XLSX or paste CSV.
- Use Clean tab actions.
- Use Transform tab for calculations/filters/joins.
- Use Visualize to generate charts.
- Export CSV/JSON/report/chart output.
Detailed workflow
- Upload: drag/drop, file picker, or paste CSV text.
- Clean: remove duplicates, fill/drop missing, trim whitespace, standardize/rename columns.
- Transform: apply formulas, filtering, grouping, and join previews.
- Visualize: pick axes and chart type, then switch options to compare.
- Export: export cleaned dataset plus summary outputs.
iOS optimization tips
- Add to Home Screen for app-like launch.
- Use portrait mode for data-entry controls and landscape for chart review.
- Keep datasets moderate on older iPhones for smoother rendering.
- Use row limits in preview when browsing very large files.
SEO + trust signals now included
Landing and workspace pages include improved metadata (title, description, canonical, robots), helping search previews and crawlability while keeping all data local-first.