The Scenario
The compliance team lead just onboarded two new auditors. Both of them need to understand which risk model applies to each type of site before they can start auditing. In 21RISK, that information lives across several risk model records and their associated categories — accessible if you know where to look, less so if you're new. The team lead wants a reference workbook that new hires can open on day one: every risk model, its ID, its description, and the categories it covers.
The bad version:
- Log into 21RISK, open the risk models list, click into the first model to see its categories, note everything into the workbook, go back, click into the second model, repeat.
- Realize the category list for Model 4 is long — 12 categories — and you've been typing them as a comma-separated list that's now hard to read.
- Try exporting from 21RISK and discover the export doesn't include the category breakdown by model in a format that maps cleanly to a flat workbook row.
The information exists in 21RISK. Building the reference document is a copying job, and the new auditors are starting Tuesday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and talks to 21RISK directly. One prompt pulls every risk model and its categories into the structure you describe — no clicking through individual model records.
Fetch all risk models from 21RISK and write them to this sheet starting at row 2 — risk model ID in column A, risk model name in column B, description in column C, and all associated risk model categories as a comma-separated list in column D. Sort by column B alphabetically.
What You Get
- One row per risk model, sorted alphabetically by name.
- Column A: risk model ID. Column B: risk model name. Column C: description as stored in 21RISK. Column D: associated categories as a comma-separated list.
- Risk models with no description field appear with column C blank. Risk models with no categories appear with column D blank — not absent from the workbook entirely.
What If the Data Is Not Quite Ready
You want one row per category instead of one row per model
Some use cases need the inverse structure — every category in its own row with its parent model labeled.
Pull all 21RISK risk models and expand their categories so each category gets its own row in this sheet — risk model ID in column A, risk model name in column B, and one category name per row in column C. Sort by column B then column C.
The description field is too long for a reference workbook
If 21RISK stores full paragraph descriptions, the cells will be hard to scan.
Pull all 21RISK risk models into this sheet with ID in A, name in B, and a truncated description in C — maximum 100 characters — and full category list in D
You want to cross-reference which models are in use at which sites
The reference document is more useful if it shows which sites actually use each model.
Pull all 21RISK risk models into columns A through D as before, then add a column E listing the site names that use each model as a comma-separated list, or "None assigned" if no sites use it
Full kill chain: pull all models, expand categories, add site count, and flag any model with no sites assigned
Fetch all 21RISK risk models and write one row per model to this sheet — ID in A, name in B, description in C, category list in D — then add a column E with the count of sites currently using each model, sort by column E descending so the most-used models appear first, and highlight any row in column E where the count is zero in yellow
The auditors now have a reference that shows not just what each model covers, but which models actually matter across your site portfolio.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're preparing for your new auditors, then ask it to pull every 21RISK risk model and its categories into the reference structure you need. You can also look at how to identify failing risk categories across sites or start from the 21RISK integration hub.