The Scenario
You're a risk analyst and the quarterly briefing lands on your calendar every three months like clockwork. Your job is to show leadership which manufacturing sites are underperforming on compliance — and more importantly, by how much. You've got 30 sites in 21RISK, each with a compliance percentage sitting in the platform. Nobody on the leadership team logs into 21RISK. They expect a ranked table in an Excel workbook with the worst performers highlighted.
The bad version:
- Open 21RISK, navigate to each of the 30 sites, note the compliance score, and type it into the workbook manually — site name in one column, percentage in the next.
- Realize around site 18 that three sites are named variants of "Manchester Plant" and you're not sure which is which without going back and checking the address.
- Get the table built, then spend another 20 minutes writing a conditional formatting rule to highlight the bottom 10 in red, testing it, adjusting the threshold, and checking whether it picked up the right rows.
By the time the workbook is ready, it's two hours later and the numbers might already be slightly stale.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to 21RISK through its built-in integration, and can pull and format data in a single instruction. No config files. No scripting. No leaving the workbook.
Fetch compliance scores for all my 21RISK sites and paste them into this sheet starting at A2 — site name in column A, compliance percentage in column B — then sort by column B ascending and highlight the 10 lowest-scoring rows in red
What You Get
- Rows sorted from lowest compliance percentage to highest, starting at row 2.
- Column A: site name as it appears in 21RISK. Column B: compliance percentage.
- The 10 rows with the lowest scores highlighted in red.
- If a site has no compliance data for the period, it appears at the bottom of the list with a blank in column B rather than pulling a zero that distorts the ranking.
What If the Data Is Not Quite Ready
The site names in 21RISK don't match what the workbook already has
Your workbook may have a column of internal site codes or shortened names that don't match 21RISK's display names exactly.
Pull compliance scores for all 21RISK sites and write them to column D starting at D2, then in column E use a VLOOKUP against the site names already in column A to match them — flag any sites in column F where no match was found
You only want sites from a specific organization
If you manage multiple legal entities, you may only want to surface sites from one subsidiary for this particular briefing.
Fetch compliance scores from 21RISK for all sites under the "Eastern Division" organization only, write them to this sheet starting at row 2 with site name in A and compliance percentage in B, then sort ascending and bold the bottom 5
You want average score by region alongside the ranked list
Sometimes the briefing needs a second table showing how each region rolls up, not just individual site rankings.
Pull compliance scores for all 21RISK sites into columns A and B starting at row 2 — site name and score — sort ascending, then add a pivot summary starting at column D with unique organization names in D and average compliance per organization in E
Full kill chain: pull, deduplicate by most recent audit, rank, highlight, and add a trend note
Fetch compliance scores for all 21RISK sites for Q1 2026, keep only the most recent score per site if duplicates exist, write to this sheet with site name in A and score in B sorted from lowest to highest, highlight rows where score is below 65 in red and below 80 in yellow, then add a column C with the label "At Risk" for scores below 65 and "Review" for scores between 65 and 79
The pattern here is layered logic — deduplication, sorting, multi-tier conditional labeling — all in a single pass rather than three separate formulas.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for your quarterly risk briefing, then ask it to pull compliance scores from 21RISK and rank your sites. You can also explore how to export audit reports into an Excel workbook or see the full 21RISK integration guide.