Check what one row represents
First check what one row represents. For a CSV to video report, an order, a customer, a day and a monthly total all need different handling. That determines which numbers can be added. If an export contains both daily records and a monthly subtotal, summing all rows counts the same activity twice. Remove the subtotal or choose a clean export before importing, and keep one clear header row at the top.
Choose the grouping before choosing the story
For CSV to video, the category column answers “group by what?” and the metric column answers “measure what?” Region plus revenue produces a different report from region plus order count. Try both in the preview if you are deciding which question matters. Do not compare the heights of charts that use different units as if they described the same thing; explain each measurement on its own terms.
Know when a simple average is the wrong calculation
The Average option gives each row equal weight. A CSV with conversion rates for campaigns of different sizes usually needs a weighted calculation instead. For example, a campaign with ten visits should not have the same influence as one with ten thousand visits. Calculate the intended rate from its numerator and denominator in the source sheet, then import the result with a clear label and unit.
Use the sample to check your CSV to video setup
The sample has six records across three regions. Revenue grouped by region gives North 180, South 120 and West 150 when summed, or 90, 60 and 75 when averaged. Switching to Orders should change the values while keeping the categories. Try those controls before importing your own export. It is a quick way to understand what will be sent to the generator and what stays in the browser.
Keep the report focused when there are many categories
CSV to video works best here with three to six groups. If your export has dozens of products, prepare a clearly defined subset in the source sheet, such as one product family. Explain that scope in the title or brief so viewers do not mistake a subset for the whole business. Keep the underlying file for checking the finished chart and any totals or comparisons in the narration.